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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,757
shares
|
$107,335
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,757
shares
|
$107,335
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,704
shares
|
$104,097
0.04% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$103,853
0.0% of portfolio
|
Q1 2025
Reduced 95.49%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$99,515
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,612
shares
|
$98,477
0.03% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,608
shares
|
$98,232
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,591
shares
|
$97,194
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,533
shares
|
$93,650
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,525
shares
|
$93,162
0.04% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,517
shares
|
$92,673
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$91,635
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,498
shares
|
$91,512
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,493
shares
|
$91,207
0.01% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,477
shares
|
$90,229
0.04% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$90,107
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,474
shares
|
$90,046
0.03% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,455
shares
|
$88,885
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,379
shares
|
$84,243
0.01% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,368
shares
|
$83,571
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,356
shares
|
$82,838
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
1,304
shares
|
$79,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,301
shares
|
$79,478
0.06% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$79,417
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,272
shares
|
$77,706
0.01% of portfolio
|
Q3 2024
New holding
|