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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$2,385
0.0% of portfolio
|
Q4 2024
Reduced 85.66%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
39
shares
|
$2,385
0.0% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
35
shares
|
$2,140
0.0% of portfolio
|
Q2 2025
Added 94.44%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$2,079
0.0% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
34
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
33
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
33
shares
|
$2,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
31
shares
|
$1,896
0.0% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$1,835
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
29
shares
|
$1,773
0.0% of portfolio
|
Q1 2025
Reduced 80.54%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
29
shares
|
$1,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
28
shares
|
$1,712
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24
shares
|
$1,468
0.0% of portfolio
|
Q2 2022
Reduced 99.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
22
shares
|
$1,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,284
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,284
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$1,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
20
shares
|
$1,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19
shares
|
$1,162
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
18
shares
|
$1,101
0.0% of portfolio
|
Q1 2025
Reduced 84.07%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
18
shares
|
$1,101
0.0% of portfolio
|
Q2 2025
Reduced 64.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
15
shares
|
$917
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
14
shares
|
$856
0.0% of portfolio
|
Q2 2025
New holding
|