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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
8,157
shares
|
$498,311
0.14% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
8,130
shares
|
$496,661
0.39% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8,086
shares
|
$493,973
0.06% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,079
shares
|
$493,546
0.01% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,054
shares
|
$492,018
0.13% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
8,051
shares
|
$491,835
0.26% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
8,049
shares
|
$491,713
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,017
shares
|
$489,758
0.0% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
8,009
shares
|
$489,269
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
8,000
shares
|
$488,720
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,961
shares
|
$486,337
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,835
shares
|
$478,640
0.18% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
7,830
shares
|
$478,334
0.02% of portfolio
|
Q2 2025
Added 66.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,819
shares
|
$477,662
0.01% of portfolio
|
Q2 2025
Added 99.41%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
7,806
shares
|
$476,868
0.17% of portfolio
|
Q1 2025
Added 61.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,804
shares
|
$476,746
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
7,795
shares
|
$476,196
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
7,783
shares
|
$475,463
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
7,782
shares
|
$475,402
0.02% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,775
shares
|
$474,974
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
7,725
shares
|
$471,920
0.04% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,722
shares
|
$471,736
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
7,721
shares
|
$471,675
0.35% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,705
shares
|
$470,698
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
7,700
shares
|
$470,393
0.2% of portfolio
|
Q4 2024
Reduced 0.1%
|