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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
150
shares
|
$9,163
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
148
shares
|
$9,041
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$8,980
0.01% of portfolio
|
Q2 2022
Reduced 77.14%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
147
shares
|
$8,980
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
140
shares
|
$8,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
133
shares
|
$8,124
0.0% of portfolio
|
Q3 2021
Reduced 47.21%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
128
shares
|
$7,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
126
shares
|
$7,697
0.0% of portfolio
|
Q2 2025
Added 384.62%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
122
shares
|
$7,452
0.0% of portfolio
|
Q2 2025
Added 1933.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
110
shares
|
$6,719
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
110
shares
|
$6,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
104
shares
|
$6,353
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
102
shares
|
$6,231
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$6,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,109
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,109
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
95
shares
|
$5,803
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
91
shares
|
$5,559
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
88
shares
|
$5,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
88
shares
|
$5,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
87
shares
|
$5,314
0.0% of portfolio
|
Q2 2025
Reduced 43.51%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
87
shares
|
$5,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
85
shares
|
$5,192
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
85
shares
|
$5,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
85
shares
|
$5,192
0.0% of portfolio
|
Q2 2025
New holding
|