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 |
|---|---|---|---|---|---|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
6,620
shares
|
$404,415
0.2% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
6,608
shares
|
$403,682
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
6,574
shares
|
$401,605
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,573
shares
|
$401,544
0.02% of portfolio
|
Q2 2025
Reduced 65.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,559
shares
|
$400,689
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,555
shares
|
$400,444
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,552
shares
|
$400,261
0.05% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,547
shares
|
$399,956
0.01% of portfolio
|
Q1 2024
Reduced 13.25%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
6,542
shares
|
$399,650
0.36% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,540
shares
|
$399,528
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,504
shares
|
$397,329
0.11% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,500
shares
|
$397,085
0.05% of portfolio
|
Q4 2022
Added 27.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,478
shares
|
$395,741
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
6,477
shares
|
$395,679
0.08% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
6,464
shares
|
$394,885
0.12% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,459
shares
|
$394,580
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,442
shares
|
$393,541
0.01% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,442
shares
|
$393,541
0.02% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
6,420
shares
|
$392,197
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,419
shares
|
$392,136
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6,400
shares
|
$390,976
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
6,331
shares
|
$386,760
0.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,316
shares
|
$385,844
0.02% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
6,260
shares
|
$382,423
0.05% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,252
shares
|
$381,934
0.11% of portfolio
|
Q1 2024
Reduced 3.34%
|