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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
4,800
shares
|
$293,232
0.01% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,799
shares
|
$293,170
0.01% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
4,798
shares
|
$293,109
0.01% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,790
shares
|
$292,621
0.14% of portfolio
|
Q2 2025
Reduced 34.74%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$291,949
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,763
shares
|
$290,971
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
4,760
shares
|
$290,788
0.06% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,758
shares
|
$290,666
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,746
shares
|
$289,933
0.01% of portfolio
|
Q2 2025
Added 199.43%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
4,742
shares
|
$289,688
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
4,735
shares
|
$289,261
0.22% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
4,729
shares
|
$288,894
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,712
shares
|
$287,856
0.01% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,705
shares
|
$287,428
0.01% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
4,701
shares
|
$287,184
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,701
shares
|
$287,184
0.05% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,669
shares
|
$285,229
0.01% of portfolio
|
Q2 2025
Reduced 23.28%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,666
shares
|
$285,045
0.03% of portfolio
|
Q4 2021
Added 9.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,661
shares
|
$284,740
0.04% of portfolio
|
Q2 2025
Reduced 30.99%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,655
shares
|
$284,373
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,642
shares
|
$283,579
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,618
shares
|
$282,113
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,615
shares
|
$281,930
0.02% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,600
shares
|
$281,014
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
4,600
shares
|
$281,014
0.0% of portfolio
|
Q1 2023
Reduced 90.05%
|