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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
10,593
shares
|
$647,126
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
10,579
shares
|
$646,271
0.39% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
10,373
shares
|
$633,686
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
10,359
shares
|
$632,831
0.02% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
10,358
shares
|
$632,770
0.12% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
10,357
shares
|
$632,709
0.11% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
10,348
shares
|
$632,159
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,334
shares
|
$631,304
0.06% of portfolio
|
Q3 2022
Reduced 1.81%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,327
shares
|
$630,876
0.03% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
10,255
shares
|
$626,477
0.1% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
10,167
shares
|
$621,102
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
10,143
shares
|
$619,635
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,141
shares
|
$619,513
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
10,132
shares
|
$618,963
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
10,125
shares
|
$618,536
0.01% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
10,090
shares
|
$616,398
0.05% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
10,058
shares
|
$614,443
0.2% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
10,041
shares
|
$613,404
0.03% of portfolio
|
Q2 2025
Added 101.02%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
10,028
shares
|
$612,610
0.19% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
10,012
shares
|
$611,633
0.12% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
10,004
shares
|
$611,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,001
shares
|
$610,961
0.03% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,926
shares
|
$606,379
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
9,888
shares
|
$604,057
0.05% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,882
shares
|
$603,691
0.11% of portfolio
|
Q1 2023
Added 18.93%
|