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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
14,975
shares
|
$906,886
0.06% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,806
shares
|
$896,651
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
14,766
shares
|
$894,228
0.0% of portfolio
|
Q3 2025
Added 84.18%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
14,632
shares
|
$886,113
0.04% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
14,630
shares
|
$885,992
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
14,564
shares
|
$881,995
0.01% of portfolio
|
Q3 2025
Reduced 37.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
14,541
shares
|
$880,602
0.05% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
14,533
shares
|
$880,118
0.02% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,530
shares
|
$879,936
0.02% of portfolio
|
Q3 2025
Added 75.53%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
14,528
shares
|
$879,815
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
14,435
shares
|
$874,183
0.01% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
14,400
shares
|
$872,064
0.15% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
14,380
shares
|
$870,852
0.02% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
14,374
shares
|
$870,489
0.32% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
14,338
shares
|
$868,309
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,315
shares
|
$866,916
0.2% of portfolio
|
Q4 2022
Added 6.31%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
14,219
shares
|
$861,102
0.05% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
14,184
shares
|
$858,983
0.55% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,171
shares
|
$858,195
0.02% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
14,138
shares
|
$856,197
0.17% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
14,136
shares
|
$856,076
0.37% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
14,106
shares
|
$854,259
0.85% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
14,090
shares
|
$853,290
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
14,090
shares
|
$853,290
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
14,068
shares
|
$851,958
0.02% of portfolio
|
Q3 2025
Added 12.75%
|
|