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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
382
shares
|
$23,336
0.0% of portfolio
|
Q2 2025
Added 79.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
380
shares
|
$23,214
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
371
shares
|
$22,664
0.01% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
360
shares
|
$21,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
353
shares
|
$21,564
0.0% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
350
shares
|
$21,381
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
349
shares
|
$21,320
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
339
shares
|
$20,709
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
331
shares
|
$20,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
326
shares
|
$19,915
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
325
shares
|
$19,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$19,793
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
320
shares
|
$19,548
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
318
shares
|
$19,426
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
314
shares
|
$19,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
306
shares
|
$18,693
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
304
shares
|
$18,571
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
304
shares
|
$18,571
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$18,388
0.0% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$18,327
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$18,327
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$18,327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
294
shares
|
$17,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
282
shares
|
$17,227
0.01% of portfolio
|
Q1 2025
Added 52.43%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
280
shares
|
$17,105
0.01% of portfolio
|
Q2 2023
Reduced 68.92%
|