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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$30,545
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
500
shares
|
$30,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 05, 2025 Q2 2025 |
500
shares
|
$30,545
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
500
shares
|
$30,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$30,422
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
491
shares
|
$29,995
0.01% of portfolio
|
Q2 2025
Added 82.53%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
479
shares
|
$29,262
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
469
shares
|
$28,651
0.01% of portfolio
|
Q2 2025
Added 123.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
465
shares
|
$28,406
0.01% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
458
shares
|
$27,979
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
457
shares
|
$27,918
0.02% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
446
shares
|
$27,246
0.0% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
445
shares
|
$27,185
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
436
shares
|
$26,635
0.0% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
435
shares
|
$26,574
0.01% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
426
shares
|
$26,024
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
426
shares
|
$26,024
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
426
shares
|
$26,024
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
425
shares
|
$25,963
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
425
shares
|
$25,963
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
425
shares
|
$25,963
0.0% of portfolio
|
Q2 2025
Added 490.28%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
418
shares
|
$25,535
0.01% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$24,436
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
391
shares
|
$23,886
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
382
shares
|
$23,336
0.0% of portfolio
|
Q1 2025
Reduced 20.75%
|