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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$12,218
0.01% of portfolio
|
Q4 2022
Added 1900.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$12,218
0.0% of portfolio
|
Q1 2025
Reduced 73.61%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
200
shares
|
$12,218
0.0% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$12,218
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
200
shares
|
$12,218
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$12,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
200
shares
|
$12,218
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
198
shares
|
$12,095
0.0% of portfolio
|
Q3 2023
Reduced 27.47%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
190
shares
|
$11,607
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
187
shares
|
$11,423
0.0% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
186
shares
|
$11,362
0.01% of portfolio
|
Q2 2022
Reduced 18.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
185
shares
|
$11,301
0.0% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
181
shares
|
$11,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
170
shares
|
$10,385
0.0% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
168
shares
|
$10,263
0.0% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
168
shares
|
$10,263
0.0% of portfolio
|
Q1 2025
Reduced 66.4%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
166
shares
|
$10,140
0.0% of portfolio
|
Q1 2021
Reduced 64.38%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
166
shares
|
$10,140
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
160
shares
|
$9,774
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
160
shares
|
$9,774
0.0% of portfolio
|
Q2 2025
Reduced 67.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
160
shares
|
$9,774
0.01% of portfolio
|
Q4 2024
Reduced 58.44%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
159
shares
|
$9,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
153
shares
|
$9,346
0.0% of portfolio
|
Q4 2024
Reduced 98.18%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
151
shares
|
$9,224
0.01% of portfolio
|
Q2 2025
Added 67.78%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$9,163
0.0% of portfolio
|
Q2 2024
Reduced 76.92%
|