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 |
|---|---|---|---|---|---|
|
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%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,075
shares
|
$248,941
0.05% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
4,070
shares
|
$248,636
0.0% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
4,068
shares
|
$248,514
0.06% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
4,060
shares
|
$248,025
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,048
shares
|
$247,292
0.11% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
4,047
shares
|
$247,231
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,027
shares
|
$246,009
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,011
shares
|
$245,031
0.02% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,002
shares
|
$244,482
0.07% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,000
shares
|
$244,360
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,992
shares
|
$243,871
0.01% of portfolio
|
Q2 2025
Added 27.66%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
3,990
shares
|
$243,749
0.15% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,973
shares
|
$242,710
0.01% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,970
shares
|
$242,527
0.02% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
3,970
shares
|
$242,527
0.13% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
3,963
shares
|
$242,099
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,957
shares
|
$241,733
0.18% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,956
shares
|
$241,672
0.08% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
3,956
shares
|
$241,672
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,953
shares
|
$241,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,952
shares
|
$241,427
0.08% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$241,305
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,937
shares
|
$240,511
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,926
shares
|
$239,839
0.09% of portfolio
|
Q2 2022
Reduced 2.44%
|