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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
9,860
shares
|
$602,347
0.0% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
9,821
shares
|
$599,964
0.3% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
9,814
shares
|
$599,537
0.12% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
9,814
shares
|
$599,537
0.1% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
9,803
shares
|
$598,865
0.34% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,764
shares
|
$596,482
0.0% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,720
shares
|
$593,794
0.0% of portfolio
|
Q2 2025
Reduced 80.59%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
9,699
shares
|
$592,511
0.12% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,688
shares
|
$591,839
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
9,680
shares
|
$591,351
0.06% of portfolio
|
Q2 2025
Added 66.95%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,628
shares
|
$588,174
0.04% of portfolio
|
Q4 2022
Added 51.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
9,624
shares
|
$587,930
0.15% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,595
shares
|
$586,158
0.02% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
9,528
shares
|
$582,065
0.05% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
9,502
shares
|
$580,477
0.01% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,464
shares
|
$578,155
0.05% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,385
shares
|
$573,329
0.02% of portfolio
|
Q2 2025
Reduced 86.69%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,369
shares
|
$572,352
0.02% of portfolio
|
Q3 2023
Added 55.32%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,341
shares
|
$570,641
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,333
shares
|
$570,152
0.01% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
9,300
shares
|
$568,137
0.0% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,278
shares
|
$566,793
0.02% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,229
shares
|
$563,799
0.02% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
9,210
shares
|
$562,638
0.44% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
9,198
shares
|
$561,905
0.06% of portfolio
|
Q2 2025
Reduced 9.83%
|