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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
860
shares
|
$52,081
0.01% of portfolio
|
Q3 2025
Added 33.13%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
846
shares
|
$51,233
0.01% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
800
shares
|
$48,448
0.03% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
760
shares
|
$46,025
0.02% of portfolio
|
Q3 2025
Added 111.11%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
757
shares
|
$45,843
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
756
shares
|
$45,783
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
734
shares
|
$44,451
0.01% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
732
shares
|
$44,329
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
730
shares
|
$44,208
0.0% of portfolio
|
N/A
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
729
shares
|
$44,148
0.01% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
728
shares
|
$44,087
0.01% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
725
shares
|
$43,906
0.03% of portfolio
|
Q2 2022
Reduced 29.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
724
shares
|
$43,845
0.02% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
718
shares
|
$43,482
0.03% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
689
shares
|
$41,725
0.02% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
681
shares
|
$41,241
0.01% of portfolio
|
Q3 2025
Added 100.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
676
shares
|
$40,938
0.0% of portfolio
|
Q4 2023
Reduced 25.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
669
shares
|
$40,514
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
668
shares
|
$40,454
0.35% of portfolio
|
Q2 2025
Added 5038.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
666
shares
|
$40,332
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
658
shares
|
$39,848
0.0% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
656
shares
|
$39,727
0.0% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
641
shares
|
$38,818
0.0% of portfolio
|
Q2 2024
Reduced 36.91%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
639
shares
|
$38,697
0.01% of portfolio
|
Q3 2024
Reduced 44.05%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
600
shares
|
$36,336
0.01% of portfolio
|
Q3 2025
New holding
|
|