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 |
---|---|---|---|---|---|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
280
shares
|
$17,105
0.0% of portfolio
|
Q2 2025
Added 71.78%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
273
shares
|
$16,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
269
shares
|
$16,433
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
268
shares
|
$16,372
0.0% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
267
shares
|
$16,311
0.01% of portfolio
|
Q1 2019
New holding
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
267
shares
|
$16,311
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
266
shares
|
$16,249
0.0% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
266
shares
|
$16,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
262
shares
|
$16,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$15,883
0.01% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
260
shares
|
$15,883
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
245
shares
|
$14,967
0.01% of portfolio
|
Q1 2020
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
243
shares
|
$14,844
0.01% of portfolio
|
Q4 2023
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
242
shares
|
$14,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
236
shares
|
$14,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
235
shares
|
$14,356
0.01% of portfolio
|
Q2 2024
Added 176.47%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
232
shares
|
$14,172
0.01% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
230
shares
|
$14,050
0.0% of portfolio
|
Q4 2022
Reduced 14.5%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
218
shares
|
$13,317
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
218
shares
|
$13,317
0.0% of portfolio
|
Q2 2025
Added 31.33%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
217
shares
|
$13,256
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
215
shares
|
$13,134
0.01% of portfolio
|
Q2 2025
Reduced 98.24%
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
214
shares
|
$13,073
0.0% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
213
shares
|
$13,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
207
shares
|
$12,645
0.01% of portfolio
|
Q2 2023
Reduced 72.69%
|