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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
3,215
shares
|
$196,404
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
3,164
shares
|
$193,288
0.06% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,160
shares
|
$193,044
0.04% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,155
shares
|
$192,738
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
3,115
shares
|
$190,295
0.01% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3,110
shares
|
$189,989
0.09% of portfolio
|
Q2 2025
Added 179.42%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
3,064
shares
|
$187,179
0.02% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$186,813
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,057
shares
|
$186,752
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,008
shares
|
$183,758
0.02% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$183,270
0.07% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,825
shares
|
$172,579
0.11% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,750
shares
|
$167,997
0.08% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,748
shares
|
$167,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,735
shares
|
$167,081
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,684
shares
|
$163,965
0.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,632
shares
|
$160,788
0.02% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,520
shares
|
$153,946
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
2,500
shares
|
$152,725
0.18% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,450
shares
|
$149,670
0.14% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,441
shares
|
$149,120
0.05% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,431
shares
|
$148,509
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,430
shares
|
$148,448
0.01% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,279
shares
|
$139,224
0.01% of portfolio
|
Q3 2021
Reduced 3.06%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,277
shares
|
$139,101
0.03% of portfolio
|
Q4 2024
Added 0.09%
|