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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
232
shares
|
$14,049
0.01% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
230
shares
|
$13,928
0.0% of portfolio
|
Q4 2022
Reduced 14.5%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
219
shares
|
$13,262
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
218
shares
|
$13,202
0.0% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
218
shares
|
$13,202
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
217
shares
|
$13,141
0.0% of portfolio
|
Q3 2025
Reduced 43.19%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
216
shares
|
$13,080
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
214
shares
|
$12,959
0.0% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
213
shares
|
$12,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
207
shares
|
$12,535
0.01% of portfolio
|
Q2 2023
Reduced 72.69%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$12,112
0.01% of portfolio
|
Q4 2022
Added 1900.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$12,112
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
200
shares
|
$12,112
0.0% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
200
shares
|
$12,112
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
200
shares
|
$12,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
200
shares
|
$12,112
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
197
shares
|
$11,930
0.0% of portfolio
|
Q3 2025
Reduced 85.47%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
190
shares
|
$11,506
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
187
shares
|
$11,324
0.01% of portfolio
|
Q3 2025
Added 503.23%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
187
shares
|
$11,324
0.0% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
186
shares
|
$11,264
0.01% of portfolio
|
Q2 2022
Reduced 18.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
185
shares
|
$11,203
0.0% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
183
shares
|
$11,082
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
181
shares
|
$10,961
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
170
shares
|
$10,295
0.0% of portfolio
|
Q3 2023
Reduced 13.27%
|
|