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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
168
shares
|
$10,174
0.0% of portfolio
|
Q1 2025
Reduced 66.4%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
166
shares
|
$10,052
0.0% of portfolio
|
Q1 2021
Reduced 64.38%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
166
shares
|
$10,052
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
165
shares
|
$9,992
0.01% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
160
shares
|
$9,689
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
160
shares
|
$9,689
0.0% of portfolio
|
Q2 2025
Reduced 67.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
160
shares
|
$9,689
0.01% of portfolio
|
Q4 2024
Reduced 58.44%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
153
shares
|
$9,265
0.0% of portfolio
|
Q4 2024
Reduced 98.18%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
150
shares
|
$9,084
0.0% of portfolio
|
Q2 2024
Reduced 76.92%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
150
shares
|
$9,084
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
150
shares
|
$9,084
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$8,902
0.01% of portfolio
|
Q2 2022
Reduced 77.14%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
147
shares
|
$8,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
145
shares
|
$8,781
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
140
shares
|
$8,478
0.02% of portfolio
|
Q3 2025
Reduced 95.35%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
133
shares
|
$8,054
0.0% of portfolio
|
Q3 2021
Reduced 47.21%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
131
shares
|
$7,933
0.0% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
130
shares
|
$7,872
0.01% of portfolio
|
Q3 2025
Added 828.57%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
126
shares
|
$7,630
0.0% of portfolio
|
Q2 2025
Added 384.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
110
shares
|
$6,661
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
104
shares
|
$6,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
103
shares
|
$6,237
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
100
shares
|
$6,056
0.0% of portfolio
|
Q3 2025
Reduced 62.55%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
94
shares
|
$5,692
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
91
shares
|
$5,510
0.0% of portfolio
|
Q3 2025
New holding
|
|