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 1,602 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 $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,633
shares
|
$272,188
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,618
shares
|
$271,307
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
4,600
shares
|
$270,250
0.0% of portfolio
|
Q1 2023
Reduced 90.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,583
shares
|
$269,251
0.17% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
4,552
shares
|
$267,430
0.11% of portfolio
|
Q2 2025
Reduced 71.27%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
4,550
shares
|
$267,312
0.03% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,525
shares
|
$265,843
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
4,506
shares
|
$264,727
0.17% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,503
shares
|
$264,551
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
4,461
shares
|
$262,083
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,445
shares
|
$261,143
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,430
shares
|
$260,262
0.26% of portfolio
|
Q2 2022
Added 11.11%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,428
shares
|
$260,145
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,388
shares
|
$257,795
0.09% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
4,378
shares
|
$257,207
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,377
shares
|
$257,148
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
4,350
shares
|
$255,562
0.02% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
4,344
shares
|
$255,210
0.08% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
4,341
shares
|
$255,033
0.18% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
4,336
shares
|
$254,740
0.0% of portfolio
|
Q1 2025
Reduced 34.81%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
4,318
shares
|
$253,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,315
shares
|
$253,506
0.01% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
4,315
shares
|
$253,506
0.31% of portfolio
|
Q3 2022
Reduced 77.15%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
4,283
shares
|
$251,626
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,272
shares
|
$250,980
0.07% of portfolio
|
Q2 2025
Reduced 23.1%
|