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 1,600 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 $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,875
shares
|
$108,168
0.03% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,839
shares
|
$106,091
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,827
shares
|
$105,399
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,806
shares
|
$104,188
0.03% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,757
shares
|
$101,361
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$101,361
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,704
shares
|
$98,303
0.04% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,700
shares
|
$98,073
0.07% of portfolio
|
Q1 2025
Reduced 69.64%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
1,700
shares
|
$98,073
0.0% of portfolio
|
Q1 2025
Reduced 95.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,655
shares
|
$95,476
0.02% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,640
shares
|
$94,611
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$93,977
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,612
shares
|
$92,996
0.03% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,608
shares
|
$92,765
0.01% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,608
shares
|
$92,765
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,591
shares
|
$91,784
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,585
shares
|
$91,438
0.0% of portfolio
|
Q1 2025
Added 141.62%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$91,150
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,578
shares
|
$91,034
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,533
shares
|
$88,438
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,525
shares
|
$87,977
0.04% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,517
shares
|
$87,515
0.07% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$86,535
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,498
shares
|
$86,419
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,493
shares
|
$86,131
0.01% of portfolio
|
Q2 2025
Added 5.51%
|