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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,261
shares
|
$77,034
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,252
shares
|
$76,484
0.02% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,232
shares
|
$75,262
0.0% of portfolio
|
Q2 2025
Added 435.65%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,203
shares
|
$73,491
0.02% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$73,308
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,176
shares
|
$71,841
0.02% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,160
shares
|
$70,864
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$70,558
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,143
shares
|
$69,825
0.03% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,142
shares
|
$69,764
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,138
shares
|
$69,520
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,119
shares
|
$68,359
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,117
shares
|
$68,237
0.02% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$67,199
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,092
shares
|
$66,710
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,063
shares
|
$64,938
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,037
shares
|
$63,350
0.04% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,032
shares
|
$63,044
0.02% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,031
shares
|
$62,983
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,026
shares
|
$62,678
0.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,013
shares
|
$61,884
0.0% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,003
shares
|
$61,273
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$61,090
0.0% of portfolio
|
Q1 2022
Reduced 3.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
993
shares
|
$60,662
0.03% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
961
shares
|
$58,707
0.01% of portfolio
|
Q2 2025
Reduced 39.1%
|