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 1,599 institutions that hold shares in the stock, with a total of 633 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,930
shares
|
$288,454
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$286,523
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,897
shares
|
$286,523
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,878
shares
|
$285,411
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
4,855
shares
|
$284,066
0.04% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,852
shares
|
$283,890
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,842
shares
|
$283,305
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,832
shares
|
$282,720
0.03% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,827
shares
|
$282,427
0.13% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,814
shares
|
$281,667
0.05% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,805
shares
|
$281,140
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
4,800
shares
|
$280,848
0.01% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,799
shares
|
$280,789
0.01% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,790
shares
|
$280,262
0.14% of portfolio
|
Q2 2025
Reduced 34.74%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$279,619
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,763
shares
|
$278,683
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,760
shares
|
$278,507
0.06% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,758
shares
|
$278,390
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,758
shares
|
$278,390
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4,739
shares
|
$277,278
0.13% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
4,729
shares
|
$276,693
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,712
shares
|
$275,699
0.01% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
4,701
shares
|
$275,055
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
4,688
shares
|
$274,294
0.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,666
shares
|
$273,007
0.03% of portfolio
|
Q4 2021
Added 9.89%
|