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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,028
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
50
shares
|
$3,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
46
shares
|
$2,785
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
45
shares
|
$2,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
44
shares
|
$2,664
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$2,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
43
shares
|
$2,604
0.0% of portfolio
|
Q3 2025
Added 53.57%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
43
shares
|
$2,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
43
shares
|
$2,604
0.0% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42
shares
|
$2,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
42
shares
|
$2,543
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$2,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
41
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
39
shares
|
$2,361
0.0% of portfolio
|
Q4 2024
Reduced 85.66%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$2,361
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
35
shares
|
$2,119
0.0% of portfolio
|
Q2 2025
Added 94.44%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
34
shares
|
$2,059
0.0% of portfolio
|
Q4 2024
Reduced 97.87%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
34
shares
|
$2,059
0.0% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
33
shares
|
$1,998
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$1,816
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
29
shares
|
$1,756
0.0% of portfolio
|
Q3 2025
Added 45.0%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
29
shares
|
$1,756
0.0% of portfolio
|
Q1 2025
Reduced 80.54%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
29
shares
|
$1,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$1,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
28
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
New holding
|
|