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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,600
shares
|
$525,374
0.26% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
8,558
shares
|
$522,808
0.06% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,558
shares
|
$522,808
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
8,556
shares
|
$522,686
0.01% of portfolio
|
Q2 2025
Added 32.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,546
shares
|
$522,075
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
8,536
shares
|
$521,464
0.09% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
8,526
shares
|
$520,853
0.06% of portfolio
|
Q2 2023
Reduced 16.82%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,496
shares
|
$519,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,493
shares
|
$518,837
0.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
8,475
shares
|
$517,737
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8,472
shares
|
$517,554
0.17% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
8,461
shares
|
$516,882
0.09% of portfolio
|
Q2 2025
Reduced 42.33%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
8,460
shares
|
$516,821
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,459
shares
|
$516,760
0.29% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,437
shares
|
$515,416
0.02% of portfolio
|
Q2 2025
Added 46.04%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,422
shares
|
$514,499
0.21% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
8,415
shares
|
$514,072
0.02% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
8,392
shares
|
$512,667
0.04% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
8,294
shares
|
$506,680
0.01% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
8,280
shares
|
$505,825
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,278
shares
|
$505,703
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
8,265
shares
|
$504,908
0.27% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
8,217
shares
|
$501,976
0.09% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,194
shares
|
$500,571
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,158
shares
|
$498,372
0.14% of portfolio
|
Q2 2025
Added 1.85%
|