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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
63,958
shares
|
$3.87 Million
0.05% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
63,169
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
62,519
shares
|
$3.79 Million
0.74% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
62,509
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
62,390
shares
|
$3.78 Million
0.67% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
62,239
shares
|
$3.77 Million
0.03% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
61,756
shares
|
$3.74 Million
0.37% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
61,241
shares
|
$3.71 Million
0.07% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61,054
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
60,009
shares
|
$3.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
59,231
shares
|
$3.59 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
59,015
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2025
Added 43.85%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
58,663
shares
|
$3.55 Million
0.23% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
58,609
shares
|
$3.55 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
58,425
shares
|
$3.54 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
57,893
shares
|
$3.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 78.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
57,786
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
57,334
shares
|
$3.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
57,210
shares
|
$3.46 Million
1.71% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
56,647
shares
|
$3.43 Million
0.32% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
56,167
shares
|
$3.4 Million
0.12% of portfolio
|
Q3 2025
Added 100.83%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
55,732
shares
|
$3.38 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
54,564
shares
|
$3.3 Million
0.02% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
54,116
shares
|
$3.28 Million
1.98% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
53,900
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|