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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
6,671
shares
|
$403,995
0.01% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,653
shares
|
$402,905
0.06% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
6,629
shares
|
$401,452
0.25% of portfolio
|
Q1 2025
Added 43.21%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
6,626
shares
|
$401,270
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
6,625
shares
|
$401,210
0.28% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
6,622
shares
|
$401,028
0.04% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,616
shares
|
$400,664
0.01% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
6,586
shares
|
$398,848
0.01% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
6,583
shares
|
$398,666
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,555
shares
|
$396,970
0.08% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,552
shares
|
$396,789
0.05% of portfolio
|
Q2 2023
Reduced 0.85%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,549
shares
|
$396,607
0.05% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,547
shares
|
$396,486
0.01% of portfolio
|
Q1 2024
Reduced 13.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,540
shares
|
$396,062
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,500
shares
|
$393,640
0.05% of portfolio
|
Q4 2022
Added 27.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,494
shares
|
$393,276
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
6,477
shares
|
$392,247
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,459
shares
|
$391,157
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,432
shares
|
$389,521
0.01% of portfolio
|
Q3 2025
Reduced 43.98%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
6,420
shares
|
$388,795
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$387,584
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
6,367
shares
|
$385,585
0.05% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
6,365
shares
|
$385,464
0.0% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
6,282
shares
|
$380,437
0.24% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,269
shares
|
$379,650
0.04% of portfolio
|
Q3 2025
Reduced 16.52%
|
|