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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
34,711
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,613
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Added 81.25%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
34,515
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
34,421
shares
|
$2.08 Million
0.68% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
33,902
shares
|
$2.05 Million
1.06% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
33,857
shares
|
$2.05 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
33,794
shares
|
$2.05 Million
0.58% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
33,785
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
33,411
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
33,205
shares
|
$2.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
33,041
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
32,741
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
32,735
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
32,497
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
32,380
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
32,327
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,783
shares
|
$1.92 Million
0.72% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
31,632
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
31,427
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
31,423
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
31,409
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
31,350
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
31,293
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 43.31%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
31,240
shares
|
$1.89 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
31,161
shares
|
$1.89 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.42%
|
|