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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
13,132
shares
|
$795,273
0.18% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,131
shares
|
$795,213
0.03% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
13,078
shares
|
$792,003
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
13,073
shares
|
$791,700
0.05% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
12,979
shares
|
$786,008
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
12,924
shares
|
$782,677
0.04% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,916
shares
|
$782,192
0.02% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
12,834
shares
|
$777,227
0.06% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
12,788
shares
|
$774,441
0.61% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
12,787
shares
|
$774,380
0.03% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
12,692
shares
|
$768,627
0.03% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Chickasaw Capital Management LLC
|
Oct 07, 2025 Q3 2025 |
12,544
shares
|
$759,664
0.03% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,542
shares
|
$759,543
0.05% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,510
shares
|
$757,605
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
12,477
shares
|
$755,607
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,432
shares
|
$752,881
0.07% of portfolio
|
Q2 2022
Added 22.07%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,418
shares
|
$752,034
0.26% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
12,315
shares
|
$745,796
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
12,300
shares
|
$744,888
0.03% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
12,244
shares
|
$741,496
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,225
shares
|
$740,346
0.22% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
12,153
shares
|
$735,985
0.15% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
12,145
shares
|
$735,501
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
12,124
shares
|
$734,229
0.86% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
12,111
shares
|
$733,442
0.06% of portfolio
|
Q4 2024
Added 11.04%
|
|