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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,272
shares
|
$249,954
0.07% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,267
shares
|
$249,662
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,254
shares
|
$248,901
0.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,235
shares
|
$247,789
0.08% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
4,232
shares
|
$247,614
0.0% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,225
shares
|
$247,204
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,221
shares
|
$246,970
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
|
$246,795
0.15% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,217
shares
|
$246,736
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,215
shares
|
$246,619
0.05% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,211
shares
|
$246,385
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
4,206
shares
|
$246,093
0.14% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,187
shares
|
$244,981
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,169
shares
|
$243,928
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,160
shares
|
$243,401
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
4,132
shares
|
$241,763
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
4,115
shares
|
$240,768
0.07% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
4,103
shares
|
$240,066
0.07% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
4,101
shares
|
$239,949
0.14% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,088
shares
|
$239,188
0.1% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,080
shares
|
$238,720
0.0% of portfolio
|
Q1 2025
Reduced 94.44%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
4,070
shares
|
$238,135
0.0% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
4,060
shares
|
$237,550
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4,056
shares
|
$237,316
0.07% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,049
shares
|
$236,906
0.01% of portfolio
|
Q1 2025
Reduced 28.83%
|