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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,920
shares
|
$229,359
0.06% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,919
shares
|
$229,300
0.02% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,915
shares
|
$229,066
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,905
shares
|
$228,481
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
3,904
shares
|
$228,423
0.07% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,902
shares
|
$228,306
0.14% of portfolio
|
Q4 2022
Reduced 41.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,898
shares
|
$228,071
0.06% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,875
shares
|
$226,726
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,870
shares
|
$226,433
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,868
shares
|
$226,316
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,854
shares
|
$225,497
0.06% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,851
shares
|
$225,322
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,850
shares
|
$225,263
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,837
shares
|
$224,502
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,831
shares
|
$224,151
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,823
shares
|
$223,683
0.17% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,815
shares
|
$223,215
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,804
shares
|
$222,572
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
3,802
shares
|
$222,455
0.05% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,801
shares
|
$222,396
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$222,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
3,788
shares
|
$221,635
0.11% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,779
shares
|
$221,109
0.03% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,774
shares
|
$220,816
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,762
shares
|
$220,114
0.0% of portfolio
|
Q4 2024
Reduced 27.14%
|