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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,327
shares
|
$753,056
0.02% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
12,267
shares
|
$749,391
0.15% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
12,265
shares
|
$749,268
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
12,197
shares
|
$745,114
0.0% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
12,179
shares
|
$744,015
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
12,157
shares
|
$742,671
0.31% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,146
shares
|
$741,999
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
12,118
shares
|
$740,288
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
12,111
shares
|
$739,860
0.06% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
12,111
shares
|
$739,860
0.04% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
12,109
shares
|
$739,738
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
12,050
shares
|
$736,134
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
11,929
shares
|
$728,742
0.45% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
11,920
shares
|
$728,192
0.3% of portfolio
|
Q2 2025
Reduced 29.37%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
11,851
shares
|
$723,977
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,842
shares
|
$723,427
0.07% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
11,824
shares
|
$722,328
0.02% of portfolio
|
Q2 2025
Added 39.96%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,797
shares
|
$720,678
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
11,771
shares
|
$719,090
1.69% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
11,700
shares
|
$714,753
0.37% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
11,642
shares
|
$711,209
0.19% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,638
shares
|
$710,965
0.03% of portfolio
|
Q2 2025
Reduced 66.33%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,598
shares
|
$708,521
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
11,522
shares
|
$703,878
0.07% of portfolio
|
Q3 2020
Added 3.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,496
shares
|
$702,290
0.03% of portfolio
|
Q2 2025
Reduced 0.89%
|