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 |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,681
shares
|
$949,641
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,662
shares
|
$948,490
0.45% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
15,645
shares
|
$947,461
0.04% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,556
shares
|
$942,071
0.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
15,512
shares
|
$939,406
0.14% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
15,505
shares
|
$938,982
0.23% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
15,497
shares
|
$938,498
0.16% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
15,480
shares
|
$937,468
0.0% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
15,466
shares
|
$936,620
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
15,431
shares
|
$934,501
0.19% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,380
shares
|
$931,412
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
15,368
shares
|
$930,686
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
15,363
shares
|
$930,383
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
15,348
shares
|
$929,474
0.05% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
15,333
shares
|
$928,566
0.03% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
15,308
shares
|
$927,052
0.04% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,273
shares
|
$924,932
0.02% of portfolio
|
Q2 2025
Reduced 67.75%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
15,143
shares
|
$917,060
0.01% of portfolio
|
Q3 2025
Added 34.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
15,121
shares
|
$915,727
0.04% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,114
shares
|
$915,303
0.3% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
15,099
shares
|
$914,395
0.02% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
15,050
shares
|
$911,428
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
15,011
shares
|
$909,066
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
15,011
shares
|
$909,066
0.09% of portfolio
|
Q3 2025
Added 30.28%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$908,400
0.27% of portfolio
|
Q4 2024
New holding
|
|