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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,336
shares
|
$504,828
0.02% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
8,275
shares
|
$501,134
0.21% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
8,275
shares
|
$501,134
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
8,263
shares
|
$500,407
0.23% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
8,217
shares
|
$497,621
0.09% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,194
shares
|
$496,228
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
8,191
shares
|
$496,046
0.07% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,180
shares
|
$495,380
0.05% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
8,157
shares
|
$493,987
0.14% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8,133
shares
|
$492,534
0.17% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
8,084
shares
|
$489,567
0.2% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,054
shares
|
$487,750
0.11% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
8,051
shares
|
$487,568
0.26% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
8,034
shares
|
$486,539
0.26% of portfolio
|
Q3 2025
Added 60.52%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
8,030
shares
|
$486,296
0.4% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
8,000
shares
|
$484,480
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,980
shares
|
$483,268
0.11% of portfolio
|
Q3 2025
Added 69.75%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
7,967
shares
|
$482,481
0.09% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
7,959
shares
|
$481,997
0.05% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
7,944
shares
|
$481,088
0.37% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$480,846
0.03% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
7,940
shares
|
$480,846
0.26% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,934
shares
|
$480,483
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,917
shares
|
$479,453
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,869
shares
|
$476,546
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|