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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
3,739
shares
|
$228,415
0.03% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,730
shares
|
$227,865
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
3,725
shares
|
$227,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
3,700
shares
|
$226,033
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,695
shares
|
$225,727
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
3,691
shares
|
$225,483
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
3,672
shares
|
$224,322
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,663
shares
|
$223,772
0.03% of portfolio
|
Q2 2023
Added 15.81%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,647
shares
|
$222,795
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
3,646
shares
|
$222,734
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
3,635
shares
|
$222,062
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
3,596
shares
|
$219,679
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
3,570
shares
|
$218,091
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,540
shares
|
$216,258
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,512
shares
|
$214,548
0.0% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
3,500
shares
|
$213,815
0.03% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$212,043
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,440
shares
|
$210,149
0.07% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
3,408
shares
|
$208,194
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,340
shares
|
$204,040
0.03% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,324
shares
|
$203,063
0.03% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,324
shares
|
$203,063
0.01% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$201,841
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$200,925
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,266
shares
|
$199,519
0.07% of portfolio
|
Q3 2024
Reduced 12.56%
|