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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
320
shares
|
$19,379
0.01% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
310
shares
|
$18,773
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
304
shares
|
$18,410
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
304
shares
|
$18,410
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$18,228
0.0% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
301
shares
|
$18,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$18,168
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$18,168
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$18,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
294
shares
|
$17,804
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
292
shares
|
$17,683
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
287
shares
|
$17,380
0.13% of portfolio
|
Q3 2025
Added 1314.63%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
281
shares
|
$17,017
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
280
shares
|
$16,956
0.01% of portfolio
|
Q2 2023
Reduced 68.92%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
273
shares
|
$16,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
270
shares
|
$16,351
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
269
shares
|
$16,290
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
268
shares
|
$16,230
0.0% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
267
shares
|
$16,169
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
260
shares
|
$15,745
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
260
shares
|
$15,745
0.0% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
259
shares
|
$15,685
0.0% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
245
shares
|
$14,837
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
240
shares
|
$14,534
0.0% of portfolio
|
Q3 2025
Reduced 36.84%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
235
shares
|
$14,231
0.01% of portfolio
|
Q2 2024
Added 176.47%
|
|