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 |
|---|---|---|---|---|---|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
600
shares
|
$36,336
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
596
shares
|
$36,093
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
589
shares
|
$35,669
0.02% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
582
shares
|
$35,245
0.01% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
579
shares
|
$35,064
0.02% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
571
shares
|
$34,579
0.01% of portfolio
|
Q3 2025
Added 34.35%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
563
shares
|
$34,095
0.0% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
562
shares
|
$34,034
0.0% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
557
shares
|
$33,731
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
555
shares
|
$33,610
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
553
shares
|
$33,489
0.01% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
552
shares
|
$33,429
0.01% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
550
shares
|
$33,308
0.0% of portfolio
|
Q3 2023
Reduced 40.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
541
shares
|
$32,762
0.01% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
514
shares
|
$31,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
509
shares
|
$30,825
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
507
shares
|
$30,703
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
506
shares
|
$30,643
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
500
shares
|
$30,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$30,280
0.01% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
500
shares
|
$30,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
500
shares
|
$30,280
0.01% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
498
shares
|
$30,158
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
490
shares
|
$29,674
0.0% of portfolio
|
Q3 2025
Added 54.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
490
shares
|
$29,674
0.0% of portfolio
|
Q3 2025
Reduced 12.03%
|
|