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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
14,021
shares
|
$849,111
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
14,008
shares
|
$848,324
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,969
shares
|
$845,962
0.03% of portfolio
|
Q1 2023
Added 46.06%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,937
shares
|
$844,024
0.21% of portfolio
|
Q1 2025
Added 42.07%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
13,881
shares
|
$840,633
0.16% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
13,869
shares
|
$839,906
0.01% of portfolio
|
Q3 2025
Reduced 26.38%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
13,849
shares
|
$838,695
1.61% of portfolio
|
Q4 2022
Added 6.67%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
13,803
shares
|
$835,909
0.09% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
13,778
shares
|
$834,395
0.03% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,754
shares
|
$832,942
0.01% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
13,591
shares
|
$823,070
0.43% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
13,572
shares
|
$821,920
0.22% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
13,547
shares
|
$820,406
0.05% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
13,486
shares
|
$816,712
0.1% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
13,477
shares
|
$816,167
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
13,465
shares
|
$815,440
0.03% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
13,448
shares
|
$814,410
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,403
shares
|
$811,685
0.02% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,378
shares
|
$810,171
0.02% of portfolio
|
Q3 2025
Added 46.14%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
13,371
shares
|
$809,747
1.89% of portfolio
|
Q3 2022
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 06, 2025 Q3 2025 |
13,359
shares
|
$809,021
0.47% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
13,333
shares
|
$807,446
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
13,318
shares
|
$806,538
0.11% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,282
shares
|
$804,357
0.06% of portfolio
|
Q2 2025
Reduced 48.63%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
13,186
shares
|
$798,544
0.04% of portfolio
|
Q3 2025
Added 5.04%
|
|