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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,920
shares
|
$239,472
0.06% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,915
shares
|
$239,167
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,904
shares
|
$238,495
0.07% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,902
shares
|
$238,373
0.14% of portfolio
|
Q4 2022
Reduced 41.9%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,886
shares
|
$237,395
0.07% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
3,884
shares
|
$237,273
0.08% of portfolio
|
Q2 2025
Reduced 91.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,875
shares
|
$236,723
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
3,870
shares
|
$236,418
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
3,857
shares
|
$235,624
0.02% of portfolio
|
Q2 2025
Reduced 85.5%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,854
shares
|
$235,440
0.06% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,850
shares
|
$235,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,845
shares
|
$234,891
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,837
shares
|
$234,402
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,831
shares
|
$234,035
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
3,829
shares
|
$233,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,823
shares
|
$233,547
0.17% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,820
shares
|
$233,363
0.03% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,813
shares
|
$232,936
0.08% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,804
shares
|
$232,386
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
3,802
shares
|
$232,264
0.05% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$232,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
3,788
shares
|
$231,408
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,779
shares
|
$230,859
0.03% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,774
shares
|
$230,553
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,744
shares
|
$228,720
0.11% of portfolio
|
Q2 2025
New holding
|