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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,266
shares
|
$318,908
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
5,228
shares
|
$316,607
0.09% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
5,225
shares
|
$316,426
0.4% of portfolio
|
Q3 2023
Added 13.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,222
shares
|
$316,244
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
5,208
shares
|
$315,396
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,197
shares
|
$314,730
0.01% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,166
shares
|
$312,852
0.35% of portfolio
|
Q4 2023
Reduced 1.9%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,164
shares
|
$312,731
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,143
shares
|
$311,460
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,140
shares
|
$311,278
0.0% of portfolio
|
Q3 2022
Reduced 93.13%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
5,129
shares
|
$310,612
0.12% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,127
shares
|
$310,491
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,126
shares
|
$310,430
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
5,117
shares
|
$309,885
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,111
shares
|
$309,522
0.13% of portfolio
|
Q4 2022
Added 439.7%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
5,090
shares
|
$308,250
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,045
shares
|
$305,525
0.05% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
5,009
shares
|
$303,345
0.07% of portfolio
|
Q3 2025
Added 22.92%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
4,996
shares
|
$302,557
0.22% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,987
shares
|
$302,012
0.02% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,986
shares
|
$301,952
0.07% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,986
shares
|
$301,952
0.03% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
4,973
shares
|
$301,164
0.05% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,953
shares
|
$299,953
0.04% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,949
shares
|
$299,711
0.0% of portfolio
|
Q3 2025
New holding
|
|