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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
484
shares
|
$29,311
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
479
shares
|
$29,008
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
474
shares
|
$28,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
457
shares
|
$27,675
0.02% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
457
shares
|
$27,675
0.02% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
445
shares
|
$26,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
435
shares
|
$26,343
0.01% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
431
shares
|
$26,101
0.02% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
427
shares
|
$25,859
0.0% of portfolio
|
Q3 2025
Added 60.53%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
426
shares
|
$25,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
426
shares
|
$25,798
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
425
shares
|
$25,738
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
425
shares
|
$25,738
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
425
shares
|
$25,738
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$24,224
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
396
shares
|
$23,981
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
382
shares
|
$23,133
0.0% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
371
shares
|
$22,467
0.01% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
364
shares
|
$22,043
0.0% of portfolio
|
Q3 2025
Added 36300.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
360
shares
|
$21,801
0.01% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
350
shares
|
$21,196
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
349
shares
|
$21,135
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
334
shares
|
$20,227
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$19,621
0.0% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
324
shares
|
$19,621
0.0% of portfolio
|
Q3 2025
Added 6380.0%
|
|