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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
7,857
shares
|
$475,819
0.05% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,849
shares
|
$475,335
0.01% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
7,845
shares
|
$475,093
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
7,806
shares
|
$472,731
0.17% of portfolio
|
Q1 2025
Added 61.98%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
7,786
shares
|
$471,520
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,779
shares
|
$471,096
0.02% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
7,776
shares
|
$470,914
0.16% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,775
shares
|
$470,854
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,725
shares
|
$467,826
0.04% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
7,721
shares
|
$467,583
0.35% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,692
shares
|
$465,827
0.04% of portfolio
|
Q4 2021
Added 40.29%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,680
shares
|
$465,100
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
7,660
shares
|
$463,889
0.02% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
7,650
shares
|
$463,284
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
7,649
shares
|
$463,223
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,616
shares
|
$461,224
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
7,585
shares
|
$459,347
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
7,575
shares
|
$458,742
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
7,556
shares
|
$457,591
0.16% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,551
shares
|
$457,288
0.03% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
7,544
shares
|
$456,864
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,531
shares
|
$456,077
0.04% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
7,507
shares
|
$454,623
0.02% of portfolio
|
Q3 2025
Reduced 21.76%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
7,492
shares
|
$453,715
0.26% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
7,453
shares
|
$451,353
0.26% of portfolio
|
Q3 2025
New holding
|
|