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 |
|---|---|---|---|---|---|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
8,981
shares
|
$543,889
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
8,941
shares
|
$541,466
0.01% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
8,910
shares
|
$539,589
0.16% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
8,850
shares
|
$535,956
0.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,844
shares
|
$535,592
0.02% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
8,820
shares
|
$534,139
0.0% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
8,774
shares
|
$531,353
0.32% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
8,732
shares
|
$528,809
0.08% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,705
shares
|
$527,174
0.01% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,700
shares
|
$526,872
0.06% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,682
shares
|
$525,781
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
8,633
shares
|
$522,814
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
8,604
shares
|
$521,058
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
8,600
shares
|
$520,816
0.26% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
8,585
shares
|
$519,907
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
8,526
shares
|
$516,334
0.06% of portfolio
|
Q2 2023
Reduced 16.82%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,496
shares
|
$514,517
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
8,493
shares
|
$514,336
0.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
8,486
shares
|
$513,912
0.02% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
8,475
shares
|
$513,246
0.12% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
8,475
shares
|
$513,246
0.1% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,422
shares
|
$510,036
0.21% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
8,402
shares
|
$508,825
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
8,386
shares
|
$507,856
0.28% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,367
shares
|
$506,705
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|