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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
5,628
shares
|
$343,814
0.23% of portfolio
|
Q2 2025
Reduced 68.13%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$341,920
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,587
shares
|
$341,309
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
5,557
shares
|
$339,477
0.16% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,539
shares
|
$338,377
0.02% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,512
shares
|
$336,728
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
5,500
shares
|
$335,995
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
5,479
shares
|
$334,712
0.0% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
5,452
shares
|
$333,062
0.06% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
5,439
shares
|
$332,268
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
5,435
shares
|
$332,024
0.09% of portfolio
|
Q2 2025
Reduced 82.71%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,385
shares
|
$328,969
0.01% of portfolio
|
Q2 2025
Added 43.95%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
5,350
shares
|
$326,831
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,311
shares
|
$324,448
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
5,292
shares
|
$323,288
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,275
shares
|
$322,249
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,266
shares
|
$321,699
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
5,225
shares
|
$319,195
0.4% of portfolio
|
Q3 2023
Added 13.44%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,183
shares
|
$316,629
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,176
shares
|
$316,201
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,166
shares
|
$315,590
0.35% of portfolio
|
Q4 2023
Reduced 1.9%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,140
shares
|
$314,002
0.0% of portfolio
|
Q3 2022
Reduced 93.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,130
shares
|
$313,391
0.01% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,112
shares
|
$312,292
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,111
shares
|
$312,230
0.13% of portfolio
|
Q4 2022
Added 439.7%
|