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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
4
shares
|
$242
0.0% of portfolio
|
Q3 2025
Reduced 99.97%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
4
shares
|
$242
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3
shares
|
$181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
1
shares
|
$60
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
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|