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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
14,028
shares
|
$856,970
0.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
13,999
shares
|
$855,198
0.28% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,969
shares
|
$853,366
0.03% of portfolio
|
Q1 2023
Added 46.06%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
13,969
shares
|
$853,366
0.17% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,937
shares
|
$851,411
0.2% of portfolio
|
Q1 2025
Added 42.07%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
13,929
shares
|
$850,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
13,917
shares
|
$850,189
0.05% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
13,849
shares
|
$846,035
1.61% of portfolio
|
Q4 2022
Added 6.67%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
13,821
shares
|
$844,324
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,752
shares
|
$840,109
0.0% of portfolio
|
Q2 2025
Reduced 89.56%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
13,737
shares
|
$839,193
0.16% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
13,700
shares
|
$836,933
0.14% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
13,559
shares
|
$828,319
0.01% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
13,430
shares
|
$820,438
0.47% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
13,412
shares
|
$819,339
0.21% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
13,371
shares
|
$816,834
1.89% of portfolio
|
Q3 2022
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
13,366
shares
|
$816,528
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
13,324
shares
|
$813,963
0.1% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,282
shares
|
$811,397
0.06% of portfolio
|
Q2 2025
Reduced 48.63%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
13,224
shares
|
$807,854
0.03% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
13,069
shares
|
$798,385
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
13,017
shares
|
$795,208
0.02% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,967
shares
|
$792,154
0.01% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
12,933
shares
|
$790,076
0.05% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
12,917
shares
|
$789,099
0.27% of portfolio
|
Q2 2025
Reduced 3.45%
|