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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,741
shares
|
$218,885
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
3,735
shares
|
$218,534
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,733
shares
|
$218,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,730
shares
|
$218,242
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,728
shares
|
$218,125
0.0% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
3,725
shares
|
$217,949
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,700
shares
|
$216,487
0.1% of portfolio
|
Q4 2024
Added 557.19%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,700
shares
|
$216,487
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
3,691
shares
|
$215,960
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
3,688
shares
|
$215,784
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
3,678
shares
|
$215,199
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,672
shares
|
$214,848
0.02% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,663
shares
|
$214,322
0.03% of portfolio
|
Q2 2023
Added 15.81%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
3,646
shares
|
$213,327
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
3,635
shares
|
$212,683
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,602
shares
|
$210,753
0.01% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
3,600
shares
|
$210,636
0.22% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
3,590
shares
|
$210,050
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,583
shares
|
$209,641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
3,575
shares
|
$209,173
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
3,570
shares
|
$208,880
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
3,500
shares
|
$204,785
0.03% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$203,088
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
3,464
shares
|
$202,678
0.03% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
3,408
shares
|
$199,402
0.12% of portfolio
|
Q2 2024
New holding
|