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Dominion Energy (D) Institutional Ownership

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$60.72 +0.15 (+0.25%)
As of 09:38 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dominion Energy (NYSE:D)

Current
Institutional Ownership
Percentage
73.04%
Number of
Institutional Buyers
(last 12 months)
966
Total
Institutional Inflows
(last 12 months)
$6.16B
Number of
Institutional Sellers
(last 12 months)
689
Total
Institutional Outflows
(last 12 months)
$3.18B
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D Institutional Buying and Selling by Quarter

Dominion Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Genesis Private Wealth LLC3,639$223K0.1%N/A0.000%
10/8/2025Fiduciary Alliance LLC7,147$437K0.0%+6.3%0.001%
10/8/2025Firethorn Wealth Partners LLC5,869$359K0.1%N/A0.001%
10/8/2025OLD Point Trust & Financial Services N A34,858$2.13M0.7%-5.1%0.004%
10/8/2025Wedmont Private Capital10,891$663K0.0%+29.1%0.001%
10/8/2025Czech National Bank216,755$13.26M0.1%+4.0%0.025%
10/8/2025Bay Rivers Group8,263$505K0.2%-4.2%0.001%
10/7/2025 Woodstock Corp19,824$1.21M0.1%+2.2%0.002%
10/7/2025 ST Germain D J Co. Inc.5,977$366K0.0%-7.2%0.001%
10/7/2025 Family Legacy Financial Solutions LLC7,944$486K0.4%+7.3%0.001%
10/7/2025 Assenagon Asset Management S.A.26,173$1.60M0.0%+2.6%0.003%
10/7/2025 Traphagen Investment Advisors LLC3,432$210K0.0%N/A0.000%
10/7/2025 Salem Investment Counselors Inc.6,192$379K0.0%+6.4%0.001%
10/7/2025 Graves Light Lenhart Wealth Inc.31,350$1.92M0.2%-10.0%0.004%
10/6/2025 Old Port Advisors3,708$227K0.1%-13.2%0.000%
10/6/2025 Fragasso Financial Advisors Inc9,170$564K0.0%+62.3%0.001%
10/6/2025 Heartwood Wealth Advisors LLC2,777$170K0.0%N/A0.000%
10/6/2025 Venture Visionary Partners LLC11,847$725K0.0%-2.5%0.001%
10/6/2025 Nilsine Partners LLC6,622$405K0.0%-3.3%0.001%
10/2/2025 Central Pacific Bank Trust Division55,732$3.41M0.4%-1.3%0.007%
10/2/2025 GAMMA Investing LLC29,262$1.79M0.1%+10.4%0.003%
10/1/2025 Rowlandmiller & PARTNERS.ADV9,165$561K0.1%+4.9%0.001%
9/30/2025Cullen Capital Management LLC5,936$336K0.0%-13.7%0.001%
9/26/2025Corient Private Wealth LLC248,389$14.04M0.0%-5.2%0.029%
9/26/2025Capital A Wealth Management LLC668$38K0.4%+5,038.5%0.000%
9/25/2025CacheTech Inc.9,814$555K0.1%-20.0%0.001%
9/25/2025Adams Wealth Management9,814$555K0.1%-20.0%0.001%
9/24/2025Texas Permanent School Fund Corp59,924$3.39M0.0%-33.9%0.007%
9/22/2025Caldwell Trust Co11,522$651K0.1%N/A0.001%
9/19/2025Canal Capital Management LLC119,736$6.77M1.1%+4.8%0.014%
9/12/2025Valeo Financial Advisors LLC22,575$1.28M0.0%+45.9%0.003%
9/4/2025SevenBridge Financial Group LLC3,788$232K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.272,081$15.36M0.0%+24.9%0.032%
8/27/2025Barnes Wealth Management Group Inc3,970$224K0.1%+4.4%0.000%
8/27/2025Orion Porfolio Solutions LLC238,291$13.47M0.1%+11.4%0.028%
8/26/2025Thrivent Financial for Lutherans53,603$3.02M0.0%+0.9%0.006%
8/26/2025Claris Financial LLC12,788$723K0.5%-21.6%0.001%
8/21/2025Clarion Wealth Managment Partners LLC14,258$806K0.9%N/A0.002%
8/20/2025Thompson Davis & CO. Inc.5,628$318K0.2%-4.0%0.001%
8/20/2025Kentucky Retirement Systems53,701$3.04M0.1%-6.1%0.006%
8/20/2025Tull Financial Group Inc.4,907$277K0.1%N/A0.001%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund22,791$1.29M0.1%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC9,680$541K0.1%+67.0%0.001%
8/19/2025B. Riley Wealth Advisors Inc.8,415$476K0.0%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.3,340$189K0.0%-14.3%0.000%
8/19/2025Advisory Services Network LLC34,726$2.03M0.0%-29.7%0.004%
8/19/2025Anchor Investment Management LLC10,882$615K0.1%-2.9%0.001%
8/18/2025Old North State Trust LLC3,990$226K0.2%-5.1%0.000%
8/18/2025Nomura Holdings Inc.4,115$233K0.0%-84.5%0.000%
8/18/2025Geneos Wealth Management Inc.16,817$950K0.0%+48.4%0.002%
8/18/2025CYBER HORNET ETFs LLC2,190$124K0.1%N/A0.000%
8/18/2025Goodman Advisory Group LLC3,884$220K0.1%N/A0.000%
8/16/2025Public Sector Pension Investment Board175,460$9.92M0.0%-21.9%0.021%
8/15/2025CANADA LIFE ASSURANCE Co415,993$23.53M0.0%-0.1%0.049%
8/15/202544 Wealth Management LLC18,286$1.03M0.4%+66.4%0.002%
8/15/2025Tower Research Capital LLC TRC 9,385$530K0.0%-86.7%0.001%
8/15/2025MUFG Securities EMEA plc2,520$142K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV3,064$173K0.0%-11.5%0.000%
8/15/2025Corient Private Wealth LLC249,908$14.13M0.0%-4.6%0.029%
8/15/2025State of Tennessee Department of Treasury322,933$18.25M0.1%-6.8%0.038%
8/15/2025Hayek Kallen Investment Management10,028$567K0.2%+7.5%0.001%
8/15/2025Chapman Financial Group LLC9,210$521K0.4%N/A0.001%
8/15/2025Captrust Financial Advisors198,252$11.21M0.0%+0.5%0.023%
8/15/2025Keel Point LLC15,433$872K0.1%+293.1%0.002%
8/15/2025Lantern Wealth Advisors LLC5,005$283K0.2%N/A0.001%
8/15/2025Vident Advisory LLC26,049$1.47M0.0%+6.4%0.003%
8/15/2025Voleon Capital Management LP8,861$501K0.0%+27.2%0.001%
8/15/2025Tidal Investments LLC33,323$1.88M0.0%-26.6%0.004%
8/15/2025Smartleaf Asset Management LLC5,835$326K0.0%-9.9%0.001%
8/15/2025Snowden Capital Advisors LLC20,238$1.14M0.0%+1.4%0.002%
8/15/2025Sompo Asset Management Co. Ltd.32,300$1.83M0.3%-3.0%0.004%
8/15/2025Royal London Asset Management Ltd.324,638$18.35M0.0%+2.1%0.038%
8/15/2025Rafferty Asset Management LLC91,636$5.18M0.0%+21.2%0.011%
8/15/2025Redwood Investment Management LLC31,778$1.80M0.2%+0.6%0.004%
8/15/2025Orion Porfolio Solutions LLC238,291$13.47M0.1%+11.4%0.028%
8/15/2025MML Investors Services LLC59,604$3.37M0.0%+7.9%0.007%
8/15/2025Monograph Wealth Advisors LLC8,702$492K0.1%N/A0.001%
8/15/2025Man Group plc75,703$4.28M0.0%-79.9%0.009%
8/15/2025Meiji Yasuda Asset Management Co Ltd.3,973$225K0.0%-70.4%0.000%
8/15/2025Lazard Asset Management LLC13,752$776K0.0%-89.6%0.002%
8/15/2025London Co. of Virginia4,965,699$280.66M1.6%+30.9%0.582%
8/15/2025ICONIQ Capital LLC4,705$266K0.0%-13.8%0.001%
8/15/2025IHT Wealth Management LLC62,443$3.53M0.1%-1.5%0.007%
8/15/2025Great Valley Advisor Group Inc.4,298$243K0.0%-7.2%0.001%
8/15/2025Energy Income Partners LLC1,219,514$68.93M1.4%+0.2%0.143%
8/15/2025Benjamin Edwards Inc.18,248$1.03M0.0%+79.9%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S32,049$1.81M0.0%+30.6%0.004%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp134,090$7.58M0.0%-16.5%0.016%
8/15/2025Brevan Howard Capital Management LP10,004$565K0.0%N/A0.001%
8/15/2025Adage Capital Partners GP L.L.C.18,611$1.05M0.0%N/A0.002%
8/15/2025Ameriprise Financial Inc.783,895$44.31M0.0%-28.6%0.092%
8/15/2025AQR Capital Management LLC1,646,024$91.93M0.1%-16.6%0.193%
8/14/2025California State Teachers Retirement System1,017,453$57.51M0.1%+1.5%0.119%
8/14/2025Raymond James Financial Inc.1,325,165$74.90M0.0%+5.5%0.155%
8/14/2025Canada Pension Plan Investment Board10,435,275$589.80M0.5%-2.0%1.223%
8/14/2025Quantinno Capital Management LP193,542$10.94M0.0%+12.3%0.023%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.403,586$22.80M0.0%+5.0%0.047%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main23,599$1.33M0.0%+5.0%0.003%
8/14/2025Diversify Advisory Services LLC12,401$760K0.0%N/A0.001%
8/14/2025Alliancebernstein L.P.905,273$51.17M0.0%-11.2%0.106%
(Data available from 1/1/2016 forward)

D Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of D shares?

During the previous two years, 1,484 institutional investors and hedge funds held shares of Dominion Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.98B), State Street Corp ($2.62B), JPMorgan Chase & Co. ($1.65B), Massachusetts Financial Services Co. MA ($1.65B), Dodge & Cox ($1.30B), Capital Research Global Investors ($1.27B), and Geode Capital Management LLC ($1.11B).Learn more on Dominion Energy's institutional investors.

What percentage of Dominion Energy's stock is owned by institutional investors?

73.04% of Dominion Energy's stock is owned by institutional investors. Learn more on D's institutional investor holdings.

Which institutional investors have been buying Dominion Energy's stock?

Of the 1,248 institutional investors that purchased Dominion Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($29.39M), Norges Bank ($25.84M), Wellington Management Group LLP ($19.14M), Capital Research Global Investors ($13.98M), ClearBridge Investments Ltd ($5.21M), Price T Rowe Associates Inc. MD ($4.35M), and Hotchkis & Wiley Capital Management LLC ($3.97M).

How much institutional buying is happening at Dominion Energy?

Institutional investors have bought a total of 110,570,539 shares in the last 24 months. This purchase volume represents approximately $6.16B in transactions.

Which of Dominion Energy's major shareholders have been selling company stock?

Of the 689 institutional investors that sold Dominion Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diamond Hill Capital Management Inc. ($5.56M), Price T Rowe Associates Inc. MD ($4.56M), Federated Hermes Inc. ($2.31M), Bank of New York Mellon Corp ($2.20M), Capital Research Global Investors ($2.17M), Caisse DE Depot ET Placement DU Quebec ($1.99M), and Massachusetts Financial Services Co. MA ($1.86M).

How much institutional selling is happening at Dominion Energy?

Institutional investors have sold a total of 57,419,564 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.



This page (NYSE:D) was last updated on 10/9/2025 by MarketBeat.com Staff
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