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 |
|---|---|---|---|---|---|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
9,165
shares
|
$559,889
0.11% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,154
shares
|
$559,217
0.01% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,124
shares
|
$557,385
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,100
shares
|
$555,919
0.06% of portfolio
|
Q2 2025
Added 120.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
9,090
shares
|
$555,308
0.05% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,054
shares
|
$553,108
0.03% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,045
shares
|
$552,559
0.09% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
9,014
shares
|
$550,665
0.04% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
9,007
shares
|
$550,237
0.1% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
9,002
shares
|
$549,932
0.38% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
8,973
shares
|
$548,160
0.03% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,964
shares
|
$547,610
0.01% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
8,947
shares
|
$546,572
0.02% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,940
shares
|
$546,144
0.13% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,927
shares
|
$545,350
0.06% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
8,861
shares
|
$541,318
0.03% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
8,844
shares
|
$540,279
0.16% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
8,782
shares
|
$536,492
0.07% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,770
shares
|
$535,759
0.01% of portfolio
|
Q2 2025
Reduced 42.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
8,757
shares
|
$534,965
0.04% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,702
shares
|
$531,605
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,687
shares
|
$530,688
0.02% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
8,635
shares
|
$527,512
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
8,629
shares
|
$527,145
0.23% of portfolio
|
Q2 2025
Reduced 69.13%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
8,605
shares
|
$525,679
0.07% of portfolio
|
Q2 2025
Added 1.13%
|