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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
100
shares
|
$5,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$5,769
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$5,769
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$5,769
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
100
shares
|
$5,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
95
shares
|
$5,480
0.0% of portfolio
|
Q1 2025
Reduced 73.46%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
92
shares
|
$5,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
92
shares
|
$5,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
91
shares
|
$5,249
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
90
shares
|
$5,192
0.0% of portfolio
|
Q1 2025
Added 542.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
88
shares
|
$5,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
87
shares
|
$5,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
85
shares
|
$4,903
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
85
shares
|
$4,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
72
shares
|
$4,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
71
shares
|
$4,095
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70
shares
|
$4,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
69
shares
|
$3,980
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
67
shares
|
$3,865
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
64
shares
|
$3,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
63
shares
|
$3,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
59
shares
|
$3,403
0.0% of portfolio
|
Q4 2024
Added 68.57%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
58
shares
|
$3,346
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
56
shares
|
$3,230
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
56
shares
|
$3,230
0.03% of portfolio
|
Q1 2025
Reduced 92.71%
|