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 |
|---|---|---|---|---|---|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
1,583
shares
|
$95,866
0.08% of portfolio
|
Q3 2025
Added 2129.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,533
shares
|
$92,838
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,525
shares
|
$92,354
0.03% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,517
shares
|
$91,869
0.08% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$90,840
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,489
shares
|
$90,173
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,475
shares
|
$89,326
0.01% of portfolio
|
Q1 2023
Reduced 9.23%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,455
shares
|
$88,114
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,446
shares
|
$87,569
0.01% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,397
shares
|
$84,602
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,379
shares
|
$83,512
0.01% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,301
shares
|
$78,788
0.05% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,300
shares
|
$78,728
0.02% of portfolio
|
Q4 2022
Added 62.5%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
1,272
shares
|
$77,032
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,267
shares
|
$76,729
0.03% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
1,261
shares
|
$76,366
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,257
shares
|
$76,123
0.04% of portfolio
|
Q3 2025
Added 417.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,252
shares
|
$75,821
0.02% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,232
shares
|
$74,609
0.0% of portfolio
|
Q2 2025
Added 435.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,226
shares
|
$74,246
0.02% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,200
shares
|
$72,672
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,173
shares
|
$71,036
0.03% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,160
shares
|
$70,249
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,155
shares
|
$69,946
0.0% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,146
shares
|
$69,401
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|