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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
14
shares
|
$856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
13
shares
|
$795
0.0% of portfolio
|
Q4 2024
Reduced 62.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
13
shares
|
$795
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
11
shares
|
$672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$672
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
11
shares
|
$672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
10
shares
|
$611
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10
shares
|
$611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
6
shares
|
$367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5
shares
|
$305
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
4
shares
|
$244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3
shares
|
$183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
2
shares
|
$122
0.0% of portfolio
|
Q1 2025
Reduced 97.1%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2025
Reduced 99.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|