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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$17,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$17,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
299
shares
|
$17,249
0.0% of portfolio
|
Q1 2025
Reduced 46.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
294
shares
|
$16,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
282
shares
|
$16,268
0.01% of portfolio
|
Q1 2025
Added 52.43%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
282
shares
|
$16,268
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
282
shares
|
$16,268
0.0% of portfolio
|
Q1 2025
Reduced 69.01%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
280
shares
|
$16,153
0.01% of portfolio
|
Q2 2023
Reduced 68.92%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
280
shares
|
$16,153
0.0% of portfolio
|
Q2 2025
Added 71.78%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
273
shares
|
$15,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
269
shares
|
$15,518
0.0% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
268
shares
|
$15,460
0.01% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
267
shares
|
$15,403
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
265
shares
|
$15,287
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$14,999
0.01% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
260
shares
|
$14,999
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
256
shares
|
$14,768
0.0% of portfolio
|
Q1 2025
Added 782.76%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
245
shares
|
$14,134
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
243
shares
|
$14,018
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
242
shares
|
$13,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
235
shares
|
$13,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
235
shares
|
$13,557
0.01% of portfolio
|
Q2 2024
Added 176.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
232
shares
|
$13,384
0.01% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
230
shares
|
$13,268
0.0% of portfolio
|
Q4 2022
Reduced 14.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
230
shares
|
$13,268
0.0% of portfolio
|
Q1 2025
Reduced 8.37%
|