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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
2,117
shares
|
$128,205
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
2,098
shares
|
$127,054
0.05% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,062
shares
|
$124,874
0.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,002
shares
|
$121,241
0.02% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$121,120
0.05% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$121,120
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Mint Tower Capital Management B.V.
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$121,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,000
shares
|
$121,120
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
1,967
shares
|
$119,121
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,945
shares
|
$117,789
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,926
shares
|
$116,638
0.02% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,919
shares
|
$116,214
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,900
shares
|
$115,064
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,878
shares
|
$113,731
0.02% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,846
shares
|
$111,793
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,839
shares
|
$111,369
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,827
shares
|
$110,643
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,806
shares
|
$109,371
0.03% of portfolio
|
Q3 2024
Added 92.95%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,794
shares
|
$108,644
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,757
shares
|
$106,403
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
1,704
shares
|
$103,194
0.04% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,631
shares
|
$98,773
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,629
shares
|
$98,652
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
1,604
shares
|
$97,138
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
1,591
shares
|
$96,350
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|