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 |
|---|---|---|---|---|---|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,327
shares
|
$264,336
0.11% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,315
shares
|
$263,603
0.01% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,298
shares
|
$262,564
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,293
shares
|
$262,259
0.01% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,288
shares
|
$261,953
0.17% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
4,283
shares
|
$261,648
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,272
shares
|
$260,976
0.07% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
4,270
shares
|
$260,854
0.17% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,267
shares
|
$260,671
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,263
shares
|
$260,426
0.03% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$259,632
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,235
shares
|
$258,716
0.08% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
4,232
shares
|
$258,532
0.0% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,230
shares
|
$258,410
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,221
shares
|
$257,860
0.05% of portfolio
|
Q3 2022
Reduced 3.05%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,218
shares
|
$257,677
0.15% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,215
shares
|
$257,494
0.05% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
4,187
shares
|
$255,783
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,182
shares
|
$255,478
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,160
shares
|
$254,134
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
4,132
shares
|
$252,423
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
4,115
shares
|
$251,385
0.07% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
4,101
shares
|
$250,530
0.14% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,088
shares
|
$249,735
0.1% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
4,088
shares
|
$249,735
0.12% of portfolio
|
Q2 2025
Added 7.92%
|