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 |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
7,432
shares
|
$450,081
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
7,427
shares
|
$449,779
0.04% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
7,417
shares
|
$449,173
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
7,413
shares
|
$448,931
0.03% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
7,347
shares
|
$444,934
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,327
shares
|
$443,723
0.02% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,324
shares
|
$443,541
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
7,305
shares
|
$442,390
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
7,297
shares
|
$441,906
0.1% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,293
shares
|
$441,664
0.01% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,266
shares
|
$440,028
0.09% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
7,266
shares
|
$440,028
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,262
shares
|
$439,786
0.0% of portfolio
|
Q3 2023
Reduced 24.1%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,228
shares
|
$437,727
0.08% of portfolio
|
Q3 2025
Added 57.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
7,220
shares
|
$437,243
0.02% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,216
shares
|
$437,000
0.01% of portfolio
|
Q3 2025
Reduced 28.84%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
7,200
shares
|
$436,032
0.21% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,187
shares
|
$435,244
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
7,182
shares
|
$434,941
0.19% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,147
shares
|
$432,822
0.03% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
7,094
shares
|
$429,612
0.17% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,058
shares
|
$427,432
0.0% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
7,056
shares
|
$427,311
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,051
shares
|
$427,008
0.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
7,045
shares
|
$426,645
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|