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 1,648 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24
shares
|
$1,453
0.0% of portfolio
|
Q2 2022
Reduced 99.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
22
shares
|
$1,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
21
shares
|
$1,271
0.0% of portfolio
|
Q4 2022
Reduced 94.94%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,271
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19
shares
|
$1,150
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
15
shares
|
$908
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
14
shares
|
$847
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
13
shares
|
$787
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
13
shares
|
$787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11
shares
|
$666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$666
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
11
shares
|
$666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
10
shares
|
$605
0.0% of portfolio
|
Q3 2025
Reduced 97.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
10
shares
|
$605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9
shares
|
$545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
9
shares
|
$545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
8
shares
|
$484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
8
shares
|
$484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
7
shares
|
$423
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q3 2025
Reduced 95.31%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|