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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
550
shares
|
$31,729
0.0% of portfolio
|
Q3 2023
Reduced 40.09%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
550
shares
|
$31,729
0.01% of portfolio
|
Q2 2025
Reduced 52.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
550
shares
|
$31,729
0.0% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
550
shares
|
$31,729
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
548
shares
|
$31,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
537
shares
|
$30,979
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
507
shares
|
$29,248
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
502
shares
|
$28,960
0.01% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
500
shares
|
$28,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
500
shares
|
$28,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
500
shares
|
$28,845
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
500
shares
|
$28,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$28,729
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
497
shares
|
$28,671
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
486
shares
|
$28,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
479
shares
|
$27,633
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
463
shares
|
$26,710
0.02% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
462
shares
|
$26,652
0.0% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
457
shares
|
$26,364
0.02% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
454
shares
|
$26,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
446
shares
|
$25,729
0.0% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
426
shares
|
$24,575
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
426
shares
|
$24,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
426
shares
|
$24,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
425
shares
|
$24,518
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|