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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$210,203
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
3,468
shares
|
$210,022
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,461
shares
|
$209,598
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,453
shares
|
$209,113
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,452
shares
|
$209,053
0.04% of portfolio
|
Q3 2025
Reduced 36.68%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,442
shares
|
$208,447
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,440
shares
|
$208,326
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
3,432
shares
|
$207,841
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,425
shares
|
$207,418
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,415
shares
|
$206,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
3,415
shares
|
$206,812
0.09% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
3,412
shares
|
$206,630
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
3,408
shares
|
$206,388
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
3,384
shares
|
$204,935
0.03% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,384
shares
|
$204,935
0.09% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,366
shares
|
$203,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
3,357
shares
|
$203,299
0.0% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,354
shares
|
$203,118
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
3,350
shares
|
$202,876
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,350
shares
|
$202,876
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,341
shares
|
$202,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,333
shares
|
$201,846
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,329
shares
|
$201,604
0.03% of portfolio
|
Q3 2025
Reduced 28.58%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
3,320
shares
|
$201,059
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,316
shares
|
$200,816
0.02% of portfolio
|
Q3 2025
Added 21.24%
|
|