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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,692
shares
|
$469,904
0.04% of portfolio
|
Q4 2021
Added 40.29%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
7,675
shares
|
$468,865
0.19% of portfolio
|
Q2 2025
Added 107.43%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,671
shares
|
$468,621
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,659
shares
|
$467,888
0.01% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,629
shares
|
$466,055
0.11% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,613
shares
|
$465,078
0.03% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
7,597
shares
|
$464,100
0.02% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
7,595
shares
|
$463,978
0.02% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
7,592
shares
|
$463,795
0.04% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
7,585
shares
|
$463,367
0.21% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,582
shares
|
$463,184
0.03% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
7,510
shares
|
$458,785
0.04% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
7,490
shares
|
$457,564
0.26% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
7,444
shares
|
$454,753
0.01% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
7,432
shares
|
$454,020
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
7,417
shares
|
$453,104
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
7,413
shares
|
$452,860
0.03% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,410
shares
|
$452,676
0.01% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
7,404
shares
|
$452,310
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
7,353
shares
|
$449,194
0.0% of portfolio
|
Q2 2025
Reduced 44.79%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,334
shares
|
$448,034
0.02% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
7,332
shares
|
$447,911
0.2% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,327
shares
|
$447,606
0.02% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,266
shares
|
$443,879
0.09% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,262
shares
|
$443,635
0.0% of portfolio
|
Q3 2023
Reduced 24.1%
|