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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,160
shares
|
$251,929
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,134
shares
|
$250,355
0.11% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
4,132
shares
|
$250,233
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,112
shares
|
$249,022
0.02% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
4,105
shares
|
$248,598
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
4,070
shares
|
$246,479
0.06% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,070
shares
|
$246,479
0.0% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
4,060
shares
|
$245,873
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,058
shares
|
$245,752
0.01% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
4,056
shares
|
$245,631
0.12% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
4,054
shares
|
$245,510
0.13% of portfolio
|
Q3 2025
Reduced 61.68%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
4,052
shares
|
$245,389
0.06% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
4,028
shares
|
$243,935
0.09% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
4,006
shares
|
$242,603
0.04% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,000
shares
|
$242,240
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 17, 2025 Q3 2025 |
4,000
shares
|
$242,240
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,990
shares
|
$241,634
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
3,987
shares
|
$241,452
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,980
shares
|
$241,028
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
3,970
shares
|
$240,423
0.02% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,965
shares
|
$240,120
0.03% of portfolio
|
Q3 2025
Added 369.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,961
shares
|
$239,878
0.02% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,957
shares
|
$239,635
0.18% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,952
shares
|
$239,333
0.08% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
3,938
shares
|
$238,485
0.06% of portfolio
|
Q2 2025
New holding
|
|