Institutional Ownership Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D). We have compiled data on the 1,570 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
16,102
shares
|
$983,671
0.41% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,081
shares
|
$982,388
0.18% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
16,015
shares
|
$978,356
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
15,918
shares
|
$972,430
0.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
15,908
shares
|
$971,819
0.06% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
15,746
shares
|
$961,923
0.16% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,723
shares
|
$960,518
0.03% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$960,456
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$960,456
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
15,700
shares
|
$959,113
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,681
shares
|
$957,952
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
15,663
shares
|
$956,852
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,580
shares
|
$951,782
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
15,544
shares
|
$949,582
0.19% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
15,520
shares
|
$948,116
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
15,433
shares
|
$942,801
0.06% of portfolio
|
Q2 2025
Added 293.1%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,414
shares
|
$941,641
0.3% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,380
shares
|
$939,564
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
15,363
shares
|
$938,525
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
15,292
shares
|
$934,188
0.03% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,273
shares
|
$933,027
0.02% of portfolio
|
Q2 2025
Reduced 67.75%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
15,202
shares
|
$928,690
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
15,167
shares
|
$926,552
0.13% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
15,050
shares
|
$919,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,041
shares
|
$918,854
0.01% of portfolio
|
Q2 2025
Reduced 4.88%
|