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 |
|---|---|---|---|---|---|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
5,101
shares
|
$311,620
0.22% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,100
shares
|
$311,559
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,100
shares
|
$311,559
0.07% of portfolio
|
Q2 2025
Added 2972.29%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,087
shares
|
$310,764
0.11% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
5,084
shares
|
$310,581
0.05% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
5,080
shares
|
$310,337
0.17% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,076
shares
|
$310,092
0.03% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,072
shares
|
$309,848
0.0% of portfolio
|
Q2 2025
Added 28.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,055
shares
|
$308,809
0.02% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,045
shares
|
$308,199
0.05% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,031
shares
|
$307,343
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,005
shares
|
$305,755
0.17% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,996
shares
|
$305,205
0.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,995
shares
|
$305,144
0.08% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,987
shares
|
$304,655
0.04% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,986
shares
|
$304,594
0.07% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
4,973
shares
|
$303,800
0.06% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,961
shares
|
$303,067
0.02% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,907
shares
|
$299,768
0.01% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
4,907
shares
|
$299,768
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$299,157
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,891
shares
|
$298,791
0.03% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
4,852
shares
|
$296,408
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,842
shares
|
$295,797
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
4,800
shares
|
$293,232
0.01% of portfolio
|
Q2 2025
Reduced 23.98%
|