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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$340,892
0.06% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,598
shares
|
$339,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
5,597
shares
|
$338,954
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
5,595
shares
|
$338,833
0.31% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,574
shares
|
$337,561
0.01% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
5,571
shares
|
$337,379
0.02% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
5,559
shares
|
$336,653
0.12% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,543
shares
|
$335,684
0.01% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,539
shares
|
$335,441
0.02% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,526
shares
|
$334,654
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
5,510
shares
|
$333,685
0.05% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,502
shares
|
$333,201
0.02% of portfolio
|
Q3 2025
Added 23.67%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$333,080
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
5,482
shares
|
$331,989
0.07% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,482
shares
|
$331,989
0.06% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
5,478
shares
|
$331,747
0.01% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
5,452
shares
|
$330,173
0.06% of portfolio
|
Q3 2025
Reduced 35.56%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
5,435
shares
|
$329,143
0.1% of portfolio
|
Q2 2025
Reduced 82.71%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
5,350
shares
|
$323,996
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,328
shares
|
$322,663
0.01% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,313
shares
|
$321,755
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
5,311
shares
|
$321,634
0.03% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
5,298
shares
|
$320,846
0.06% of portfolio
|
Q3 2025
Added 39.86%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
5,297
shares
|
$320,786
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,275
shares
|
$319,454
0.03% of portfolio
|
Q3 2022
New holding
|
|