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 |
|---|---|---|---|---|---|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
16,836
shares
|
$1.02 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
16,768
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,712
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 106.86%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
16,707
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
16,684
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
16,625
shares
|
$1.01 Million
0.79% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
16,542
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
16,538
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
16,499
shares
|
$999,179
0.0% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
16,488
shares
|
$998,513
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
16,465
shares
|
$997,120
0.05% of portfolio
|
Q3 2025
Added 201.45%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
16,395
shares
|
$992,881
0.4% of portfolio
|
Q3 2025
Added 37.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
16,367
shares
|
$991,185
0.04% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
16,335
shares
|
$989,247
0.03% of portfolio
|
Q3 2025
Added 548.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,252
shares
|
$984,221
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
16,233
shares
|
$983,070
0.02% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,142
shares
|
$977,559
0.03% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,081
shares
|
$973,865
0.18% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
15,955
shares
|
$966,234
0.11% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
15,858
shares
|
$960,360
0.29% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
15,784
shares
|
$955,879
0.06% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,766
shares
|
$954,788
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$952,124
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,722
shares
|
$952,124
0.08% of portfolio
|
Q2 2023
Reduced 2.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
15,700
shares
|
$950,792
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|