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 |
|---|---|---|---|---|---|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,304
shares
|
$200,090
0.02% of portfolio
|
Q3 2022
Reduced 23.23%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,296
shares
|
$199,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,294
shares
|
$199,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
3,290
shares
|
$199,242
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,289
shares
|
$199,181
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
3,282
shares
|
$198,757
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
3,281
shares
|
$198,697
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
3,273
shares
|
$198,212
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
3,266
shares
|
$197,788
0.07% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,262
shares
|
$197,546
0.01% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,218
shares
|
$194,882
0.01% of portfolio
|
Q3 2025
Added 621.52%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
3,160
shares
|
$191,369
0.04% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,155
shares
|
$191,066
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,144
shares
|
$190,400
0.03% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
3,114
shares
|
$188,583
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
3,100
shares
|
$187,736
0.15% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,058
shares
|
$185,192
0.07% of portfolio
|
Q3 2023
Added 682.1%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$181,680
0.07% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
2,971
shares
|
$179,923
0.06% of portfolio
|
Q3 2025
Added 101.56%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,962
shares
|
$179,378
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,950
shares
|
$178,652
0.08% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
2,886
shares
|
$174,776
0.05% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,882
shares
|
$174,533
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,843
shares
|
$172,172
0.0% of portfolio
|
Q3 2025
Reduced 84.79%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,777
shares
|
$168,175
0.02% of portfolio
|
Q3 2025
New holding
|
|