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 1,599 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 $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
166
shares
|
$9,712
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
162
shares
|
$9,478
0.0% of portfolio
|
Q2 2024
Added 170.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
160
shares
|
$9,361
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
160
shares
|
$9,361
0.0% of portfolio
|
Q2 2025
Reduced 67.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
160
shares
|
$9,361
0.01% of portfolio
|
Q4 2024
Reduced 58.44%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
159
shares
|
$9,303
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
154
shares
|
$9,010
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
153
shares
|
$8,952
0.0% of portfolio
|
Q4 2024
Reduced 98.18%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
152
shares
|
$8,893
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$8,776
0.0% of portfolio
|
Q2 2024
Reduced 76.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
150
shares
|
$8,776
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
148
shares
|
$8,659
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$8,600
0.01% of portfolio
|
Q2 2022
Reduced 77.14%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
147
shares
|
$8,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
146
shares
|
$8,542
0.0% of portfolio
|
Q1 2025
Added 1725.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
143
shares
|
$8,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
140
shares
|
$8,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
133
shares
|
$7,781
0.0% of portfolio
|
Q3 2021
Reduced 47.21%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
128
shares
|
$7,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
124
shares
|
$7,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
122
shares
|
$7,138
0.0% of portfolio
|
Q2 2025
Added 1933.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
110
shares
|
$6,436
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
108
shares
|
$6,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
105
shares
|
$6,143
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
101
shares
|
$5,909
0.01% of portfolio
|
Q1 2025
Added 1.0%
|