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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
3,352
shares
|
$196,125
0.08% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,328
shares
|
$194,721
0.02% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$193,317
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$192,439
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,266
shares
|
$191,093
0.07% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,248
shares
|
$190,040
0.03% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
3,215
shares
|
$188,109
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$185,184
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,127
shares
|
$182,960
0.01% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$178,923
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,057
shares
|
$178,865
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
|
$175,998
0.02% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$175,530
0.07% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
2,900
shares
|
$169,679
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,862
shares
|
$167,455
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,825
shares
|
$165,290
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
2,793
shares
|
$163,418
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,750
shares
|
$160,902
0.08% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,749
shares
|
$160,843
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,724
shares
|
$159,381
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
2,690
shares
|
$157,391
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,685
shares
|
$157,099
0.02% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,684
shares
|
$157,040
0.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,628
shares
|
$153,764
0.08% of portfolio
|
Q1 2025
Reduced 42.98%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
2,500
shares
|
$146,275
0.18% of portfolio
|
Q2 2025
Added 11.11%
|