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 |
|---|---|---|---|---|---|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,251
shares
|
$381,873
0.09% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
6,238
shares
|
$381,079
0.04% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,234
shares
|
$380,835
0.14% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,198
shares
|
$378,635
0.31% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,166
shares
|
$376,680
0.02% of portfolio
|
Q2 2025
Added 50.68%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
6,147
shares
|
$375,520
0.01% of portfolio
|
Q2 2025
Added 42.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,106
shares
|
$373,015
0.0% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,077
shares
|
$371,243
0.21% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
6,072
shares
|
$370,938
0.02% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
6,065
shares
|
$370,510
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,032
shares
|
$368,494
0.19% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
6,015
shares
|
$367,456
0.04% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
6,013
shares
|
$367,334
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,012
shares
|
$367,273
0.06% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
6,001
shares
|
$366,601
0.26% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,000
shares
|
$366,540
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$366,540
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,985
shares
|
$365,623
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
5,975
shares
|
$365,012
0.06% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,970
shares
|
$364,707
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
5,936
shares
|
$362,630
0.0% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,934
shares
|
$362,508
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,912
shares
|
$361,164
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,908
shares
|
$360,919
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,902
shares
|
$360,553
0.02% of portfolio
|
Q3 2023
Reduced 34.47%
|