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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,076
shares
|
$62,074
0.01% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,063
shares
|
$61,324
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,037
shares
|
$59,824
0.04% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,032
shares
|
$59,536
0.02% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,031
shares
|
$59,478
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,003
shares
|
$57,863
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$57,690
0.0% of portfolio
|
Q1 2022
Reduced 3.1%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$57,690
0.01% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
961
shares
|
$55,440
0.01% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
960
shares
|
$55,382
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
950
shares
|
$54,805
0.04% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
930
shares
|
$53,651
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
922
shares
|
$53,190
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
915
shares
|
$52,786
0.01% of portfolio
|
Q1 2025
Added 70.07%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
900
shares
|
$51,921
0.01% of portfolio
|
Q2 2023
Reduced 10.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
900
shares
|
$51,921
0.01% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
900
shares
|
$51,921
0.05% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
898
shares
|
$51,805
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
895
shares
|
$51,632
0.04% of portfolio
|
Q4 2024
Reduced 97.81%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
846
shares
|
$48,805
0.0% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
824
shares
|
$47,536
0.0% of portfolio
|
Q2 2025
Reduced 58.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
823
shares
|
$47,478
0.0% of portfolio
|
Q1 2025
Added 191.84%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
819
shares
|
$47,248
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
800
shares
|
$46,152
0.03% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
785
shares
|
$45,286
0.0% of portfolio
|
Q1 2025
Added 0.64%
|