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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22,430
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,404
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
22,329
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,260
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
22,234
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Added 51.81%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
22,230
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Nov 04, 2025 Q3 2025 |
21,944
shares
|
$1.33 Million
4.41% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
21,915
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,835
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,573
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
21,516
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
21,305
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
21,304
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 140.42%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
21,201
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
21,195
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,160
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
21,101
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
20,986
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
20,882
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
20,870
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.65%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
20,600
shares
|
$1.25 Million
0.26% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
20,479
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
20,411
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
20,378
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,161
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 56.19%
|
|