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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
91
shares
|
$5,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
91
shares
|
$5,510
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
88
shares
|
$5,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
87
shares
|
$5,268
0.0% of portfolio
|
Q2 2025
Reduced 43.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
85
shares
|
$5,147
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
85
shares
|
$5,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
82
shares
|
$4,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
76
shares
|
$4,602
0.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
71
shares
|
$4,299
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
70
shares
|
$4,239
0.0% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
70
shares
|
$4,239
0.0% of portfolio
|
Q2 2025
Reduced 64.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
70
shares
|
$4,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
69
shares
|
$4,178
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
68
shares
|
$4,118
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
64
shares
|
$3,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
62
shares
|
$3,754
0.0% of portfolio
|
Q3 2025
Added 82.35%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
60
shares
|
$3,633
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
60
shares
|
$3,633
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
59
shares
|
$3,573
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
59
shares
|
$3,573
0.0% of portfolio
|
Q4 2024
Added 68.57%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
56
shares
|
$3,391
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
55
shares
|
$3,330
0.0% of portfolio
|
Q1 2025
Reduced 56.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
51
shares
|
$3,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$3,028
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
50
shares
|
$3,028
0.0% of portfolio
|
Q2 2025
New holding
|
|