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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,268
shares
|
$138,552
0.01% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,267
shares
|
$138,491
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,201
shares
|
$134,459
0.02% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
2,198
shares
|
$134,275
0.05% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
2,190
shares
|
$133,787
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,176
shares
|
$132,931
0.02% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,135
shares
|
$130,427
0.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,116
shares
|
$129,266
0.07% of portfolio
|
Q1 2025
Reduced 38.9%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
2,105
shares
|
$128,594
0.01% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,063
shares
|
$126,028
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Aug 04, 2025 Q2 2025 |
2,051
shares
|
$125,295
0.0% of portfolio
|
Q2 2025
Added 239.57%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
2,000
shares
|
$122,180
0.05% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$122,180
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$122,180
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
2,000
shares
|
$122,180
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
1,967
shares
|
$120,164
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,945
shares
|
$118,820
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$116,071
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,898
shares
|
$115,948
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,864
shares
|
$113,871
0.0% of portfolio
|
Q2 2025
Reduced 90.07%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,840
shares
|
$112,405
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,839
shares
|
$112,344
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,827
shares
|
$111,611
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,806
shares
|
$110,328
0.03% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,797
shares
|
$109,778
0.01% of portfolio
|
Q2 2025
Added 11.75%
|