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 |
---|---|---|---|---|---|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
425
shares
|
$24,518
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
418
shares
|
$24,114
0.01% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
402
shares
|
$23,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$23,076
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
382
shares
|
$22,037
0.0% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
361
shares
|
$20,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
360
shares
|
$20,768
0.0% of portfolio
|
Q1 2025
Added 215.79%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
360
shares
|
$20,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
355
shares
|
$20,479
0.01% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
352
shares
|
$20,306
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
349
shares
|
$20,133
0.0% of portfolio
|
Q4 2021
New holding
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
339
shares
|
$19,556
0.01% of portfolio
|
Q2 2023
New holding
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
336
shares
|
$19,383
0.02% of portfolio
|
Q2 2025
Added 1.2%
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
331
shares
|
$19,095
0.1% of portfolio
|
Q1 2025
New holding
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
331
shares
|
$19,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
326
shares
|
$18,806
0.0% of portfolio
|
Q2 2023
New holding
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
325
shares
|
$18,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$18,691
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
320
shares
|
$18,460
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
318
shares
|
$18,345
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
314
shares
|
$18,114
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
313
shares
|
$18,056
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
308
shares
|
$17,768
0.01% of portfolio
|
Q1 2025
Added 17.56%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
306
shares
|
$17,653
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
304
shares
|
$17,537
0.02% of portfolio
|
Q1 2025
Added 5.19%
|