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 |
|---|---|---|---|---|---|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
10,472
shares
|
$634,184
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,472
shares
|
$634,184
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,465
shares
|
$633,760
0.02% of portfolio
|
Q3 2025
Added 78.01%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
10,435
shares
|
$631,943
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
10,391
shares
|
$629,278
0.11% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,361
shares
|
$627,462
0.04% of portfolio
|
Q3 2025
Added 77.57%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,334
shares
|
$625,827
0.06% of portfolio
|
Q3 2022
Reduced 1.81%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
10,255
shares
|
$621,042
0.1% of portfolio
|
Q4 2022
Reduced 5.9%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
10,193
shares
|
$617,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
10,125
shares
|
$613,170
0.01% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
10,090
shares
|
$611,050
0.05% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
10,058
shares
|
$609,112
0.2% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
10,032
shares
|
$607,537
0.24% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10,019
shares
|
$606,750
0.04% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
9,965
shares
|
$603,480
0.07% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,882
shares
|
$598,453
0.11% of portfolio
|
Q1 2023
Added 18.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,840
shares
|
$595,910
0.02% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
9,828
shares
|
$595,183
0.01% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
9,828
shares
|
$595,183
0.19% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,776
shares
|
$592,034
0.06% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
9,699
shares
|
$587,371
0.12% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
9,697
shares
|
$587,250
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,683
shares
|
$586,402
0.05% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
9,661
shares
|
$585,070
0.06% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,628
shares
|
$583,071
0.04% of portfolio
|
Q4 2022
Added 51.43%
|
|