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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
9,620
shares
|
$582,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,618
shares
|
$582,466
0.05% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,607
shares
|
$581,799
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
9,582
shares
|
$580,285
0.11% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
9,535
shares
|
$577,439
0.05% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
9,528
shares
|
$577,015
0.05% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,464
shares
|
$573,139
0.01% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,464
shares
|
$573,139
0.02% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,369
shares
|
$567,386
0.02% of portfolio
|
Q3 2023
Added 55.32%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,357
shares
|
$566,659
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,339
shares
|
$565,569
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,317
shares
|
$564,237
0.03% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
9,246
shares
|
$559,937
0.14% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
9,212
shares
|
$557,878
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
9,170
shares
|
$555,335
0.04% of portfolio
|
Q3 2025
Added 62.33%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
9,165
shares
|
$555,032
0.11% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,160
shares
|
$554,729
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
9,121
shares
|
$552,367
0.39% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
9,110
shares
|
$551,701
0.14% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,045
shares
|
$547,765
0.09% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
9,034
shares
|
$547,099
0.08% of portfolio
|
Q3 2025
Added 50.27%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
9,026
shares
|
$546,614
0.09% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
9,016
shares
|
$546,008
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
9,010
shares
|
$545,645
0.38% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
8,996
shares
|
$544,797
0.05% of portfolio
|
Q3 2025
Added 29.23%
|
|