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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,748
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
28,528
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
28,490
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
28,415
shares
|
$1.72 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
28,178
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
27,997
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,476
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 111.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,452
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
27,285
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
27,247
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
27,200
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
27,189
shares
|
$1.65 Million
0.59% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
27,022
shares
|
$1.64 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
26,899
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
26,838
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
26,809
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2023
Added 56.92%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
26,634
shares
|
$1.61 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
26,502
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,450
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,388
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
26,376
shares
|
$1.6 Million
0.27% of portfolio
|
Q4 2022
Added 9.93%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
26,300
shares
|
$1.59 Million
0.44% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
26,241
shares
|
$1.59 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
26,199
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
26,173
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|