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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,906
shares
|
$297,107
0.01% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,900
shares
|
$296,744
0.04% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$296,562
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
4,897
shares
|
$296,562
0.01% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
4,877
shares
|
$295,351
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,849
shares
|
$293,655
0.21% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
4,842
shares
|
$293,231
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,829
shares
|
$292,444
0.03% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
4,825
shares
|
$292,202
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
4,799
shares
|
$290,627
0.0% of portfolio
|
Q1 2022
Added 102.92%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
4,792
shares
|
$290,203
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,779
shares
|
$289,416
0.1% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,769
shares
|
$288,810
0.02% of portfolio
|
Q3 2025
Added 591.16%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
4,755
shares
|
$287,962
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
4,729
shares
|
$286,388
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,725
shares
|
$286,146
0.02% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,714
shares
|
$285,479
0.02% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,701
shares
|
$284,692
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
4,701
shares
|
$284,692
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
4,700
shares
|
$284,632
0.06% of portfolio
|
Q3 2025
Added 422.22%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
4,687
shares
|
$283,844
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,674
shares
|
$283,057
0.02% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,666
shares
|
$282,572
0.03% of portfolio
|
Q4 2021
Added 9.89%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
4,655
shares
|
$281,906
0.03% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,639
shares
|
$280,937
0.06% of portfolio
|
Q3 2025
Added 0.45%
|
|