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 |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
3,936
shares
|
$238,364
0.08% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
3,927
shares
|
$237,819
0.07% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,926
shares
|
$237,758
0.09% of portfolio
|
Q2 2022
Reduced 2.44%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,920
shares
|
$237,395
0.06% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,915
shares
|
$237,092
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,914
shares
|
$237,031
0.09% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
3,904
shares
|
$236,426
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,902
shares
|
$236,305
0.14% of portfolio
|
Q4 2022
Reduced 41.9%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,875
shares
|
$234,670
0.16% of portfolio
|
Q4 2023
Added 1.97%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,870
shares
|
$234,367
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,855
shares
|
$233,458
0.06% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,854
shares
|
$233,398
0.06% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,850
shares
|
$233,156
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,847
shares
|
$232,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
3,844
shares
|
$232,792
0.15% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,837
shares
|
$232,368
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,831
shares
|
$232,005
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
3,823
shares
|
$231,520
0.17% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,814
shares
|
$230,975
0.04% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,800
shares
|
$230,128
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$230,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
3,773
shares
|
$228,492
0.09% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
3,766
shares
|
$228,068
0.16% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
3,758
shares
|
$227,584
0.05% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,742
shares
|
$226,615
0.04% of portfolio
|
Q3 2025
New holding
|
|