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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$85,092
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,465
shares
|
$84,515
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,455
shares
|
$83,938
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,390
shares
|
$80,189
0.03% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,386
shares
|
$79,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,381
shares
|
$79,669
0.03% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,379
shares
|
$79,554
0.01% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,368
shares
|
$78,919
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,351
shares
|
$77,939
0.06% of portfolio
|
Q1 2025
Reduced 33.45%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,340
shares
|
$77,304
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$74,997
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,272
shares
|
$73,381
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,261
shares
|
$72,747
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
1,200
shares
|
$69,228
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,186
shares
|
$68,420
0.02% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,176
shares
|
$67,843
0.02% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,160
shares
|
$66,920
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$66,631
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,142
shares
|
$65,881
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,138
shares
|
$65,651
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,119
shares
|
$64,555
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,117
shares
|
$64,439
0.02% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,113
shares
|
$64,208
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$63,459
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,092
shares
|
$62,997
0.04% of portfolio
|
Q4 2024
New holding
|