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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,493
shares
|
$145,865
0.01% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,450
shares
|
$143,349
0.14% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,441
shares
|
$142,822
0.05% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,431
shares
|
$142,237
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,430
shares
|
$142,179
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,430
shares
|
$142,179
0.01% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,385
shares
|
$139,546
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,279
shares
|
$133,344
0.01% of portfolio
|
Q3 2021
Reduced 3.06%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,277
shares
|
$133,227
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,201
shares
|
$128,780
0.02% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,198
shares
|
$128,604
0.05% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,176
shares
|
$127,317
0.02% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,135
shares
|
$124,918
0.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
2,116
shares
|
$123,807
0.07% of portfolio
|
Q1 2025
Reduced 38.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,062
shares
|
$120,647
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,003
shares
|
$117,195
0.02% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
2,000
shares
|
$117,020
0.05% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$117,020
0.06% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$117,020
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$117,020
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
2,000
shares
|
$117,020
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,945
shares
|
$113,801
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$111,169
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,887
shares
|
$110,408
0.01% of portfolio
|
Q1 2025
Added 455.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,875
shares
|
$109,706
0.03% of portfolio
|
Q1 2025
Added 1.19%
|