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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,252
shares
|
$378,621
0.11% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,251
shares
|
$378,560
0.09% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,243
shares
|
$378,076
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
6,238
shares
|
$377,773
0.04% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
6,233
shares
|
$377,470
0.05% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
6,210
shares
|
$376,077
0.06% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,205
shares
|
$375,774
0.03% of portfolio
|
Q3 2025
Added 22.75%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
6,192
shares
|
$374,987
0.01% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,142
shares
|
$371,959
0.23% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
6,132
shares
|
$371,353
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,106
shares
|
$369,779
0.0% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
6,093
shares
|
$368,992
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
6,065
shares
|
$367,296
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
6,048
shares
|
$366,266
0.06% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,032
shares
|
$365,297
0.19% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
6,029
shares
|
$365,116
0.01% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
6,015
shares
|
$364,268
0.05% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
6,001
shares
|
$363,420
0.28% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,000
shares
|
$363,360
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,985
shares
|
$362,451
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,983
shares
|
$362,330
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
5,978
shares
|
$362,027
0.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
5,977
shares
|
$361,967
0.02% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
5,975
shares
|
$361,846
0.06% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,934
shares
|
$359,363
0.01% of portfolio
|
Q2 2023
New holding
|
|