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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,037
shares
|
$918,610
0.01% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$916,350
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14,989
shares
|
$915,678
0.06% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
14,823
shares
|
$905,537
0.04% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
14,806
shares
|
$904,498
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
14,805
shares
|
$904,437
0.22% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
14,782
shares
|
$903,032
0.42% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,749
shares
|
$901,016
0.09% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
14,710
shares
|
$898,633
0.02% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
14,692
shares
|
$897,534
0.03% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,646
shares
|
$894,724
0.02% of portfolio
|
Q2 2025
Added 72.1%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
14,634
shares
|
$893,991
0.07% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
14,508
shares
|
$886,293
0.04% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
14,370
shares
|
$877,863
0.31% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,315
shares
|
$874,503
0.2% of portfolio
|
Q4 2022
Added 6.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,297
shares
|
$873,403
0.02% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
14,258
shares
|
$871,021
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
14,200
shares
|
$867,478
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
14,184
shares
|
$866,500
0.55% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
14,140
shares
|
$863,812
0.04% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,139
shares
|
$863,751
0.03% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
14,134
shares
|
$863,446
0.38% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
14,090
shares
|
$860,758
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
14,089
shares
|
$860,697
0.09% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
14,062
shares
|
$859,047
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|