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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
960
shares
|
$58,646
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
950
shares
|
$58,035
0.04% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
922
shares
|
$56,324
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
900
shares
|
$54,981
0.01% of portfolio
|
Q2 2023
Reduced 10.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
900
shares
|
$54,981
0.05% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
899
shares
|
$54,919
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
895
shares
|
$54,675
0.04% of portfolio
|
Q4 2024
Reduced 97.81%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
846
shares
|
$51,682
0.0% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
844
shares
|
$51,559
0.01% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
824
shares
|
$50,338
0.0% of portfolio
|
Q2 2025
Reduced 58.02%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
819
shares
|
$50,032
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
800
shares
|
$48,872
0.03% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
781
shares
|
$47,711
0.0% of portfolio
|
Q4 2024
Reduced 44.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
776
shares
|
$47,405
0.01% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
756
shares
|
$46,184
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
755
shares
|
$46,122
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
734
shares
|
$44,840
0.01% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
730
shares
|
$44,595
0.0% of portfolio
|
N/A
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
725
shares
|
$44,290
0.04% of portfolio
|
Q2 2022
Reduced 29.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
724
shares
|
$44,229
0.02% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
718
shares
|
$43,862
0.03% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
690
shares
|
$42,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
676
shares
|
$41,296
0.0% of portfolio
|
Q4 2023
Reduced 25.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
669
shares
|
$40,869
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
668
shares
|
$40,808
0.35% of portfolio
|
Q2 2025
Added 5038.46%
|