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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$61.93 +0.32 (+0.52%)
Closing price 05/8/2026 03:59 PM Eastern
Extended Trading
$61.98 +0.05 (+0.07%)
As of 05/8/2026 07:44 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
983
Total
Institutional Inflows
(last 12 months)
$7.14B
Number of
Institutional Sellers
(last 12 months)
674
Total
Institutional Outflows
(last 12 months)
$3.20B
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D Institutional Buying and Selling by Quarter

Dominion Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026PNC Financial Services Group Inc.1,003,510$62.04M0.0%+2.0%0.114%
5/8/2026Oslo Pensjonsforsikring AS7,220$446K0.1%N/A0.001%
5/8/2026Andra AP fonden186,889$11.55M0.1%+682.2%0.021%
5/8/2026Atlantic Private Wealth LLC2,713$168K0.1%+239.1%0.000%
5/8/2026Glenview Trust Co16,514$1.02M0.0%+4.6%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC29,863$1.85M0.0%+7.3%0.003%
5/8/2026 Commerzbank Aktiengesellschaft FI8,907$551K0.0%-12.0%0.001%
5/7/2026 Carson Advisory Inc.75,176$4.65M2.4%+0.3%0.009%
5/7/2026 Meeder Advisory Services Inc.17,549$1.09M0.0%-2.4%0.002%
5/7/2026 Lowe Brockenbrough & Co. Inc.33,747$2.09M0.1%+5.3%0.004%
5/7/2026 Dimensional Fund Advisors LP2,555,309$157.97M0.0%+1.9%0.291%
5/7/2026 Parallel Advisors LLC12,670$783K0.0%+2.9%0.001%
5/7/2026 Swiss National Bank2,506,020$154.92M0.1%+7.2%0.285%
5/7/2026 Ascent Wealth Partners LLC31,404$1.94M0.2%+3.4%0.004%
5/6/2026 Jennison Associates LLC902,956$55.82M0.0%-2.1%0.103%
5/6/2026 California Public Employees Retirement System1,575,984$97.43M0.1%-27.6%0.179%
5/6/2026 John G Ullman & Associates Inc.198,571$12.28M1.6%+2.6%0.023%
5/6/2026 Modera Wealth Management LLC9,662$597K0.0%+8.8%0.001%
5/6/2026 Juno Financial Group LLC16,141$998K0.4%-2.4%0.002%
5/6/2026 Advisortrust Partners LLC14,396$890K0.4%+35.0%0.002%
5/6/2026 Catalyst Capital Advisors LLC951$59K0.0%N/A0.000%
5/6/2026 Assetmark Inc.167,400$10.35M0.0%+15.4%0.019%
5/6/2026 NovaPoint Capital LLC29,369$1.82M0.5%+10.0%0.003%
5/6/2026 Paradigm Capital Management LLC NV13,975$864K0.8%+6.2%0.002%
5/6/2026 Main Street Group LTD11,843$732K0.2%+3.6%0.001%
5/6/2026 Angeles Wealth Management LLC5,964$369K0.0%-2.7%0.001%
5/6/2026 Bessemer Group Inc.15,651$967K0.0%-1.1%0.002%
5/6/2026 Avalon Trust Co2,080$129K0.0%+27.6%0.000%
5/6/2026 Allspring Global Investments Holdings LLC165,638$10.28M0.0%-1.8%0.019%
5/6/2026 Independent Financial Group LLC4,130$255K0.0%N/A0.000%
5/6/2026 Prosperity Consulting Group LLC15,033$929K0.0%+8.8%0.002%
5/5/2026 BCGM Wealth Management LLC11,437$707K0.2%-2.8%0.001%
5/5/2026 Vectors Research Management LLC32,516$2.01M0.6%-11.7%0.004%
5/5/2026 Wealthfront Advisers LLC242,620$15.00M0.0%+3.3%0.028%
5/5/2026 D.A. Davidson & CO.103,237$6.38M0.0%+39.8%0.012%
5/5/2026 Midwest Professional Planners LTD.20,694$1.28M0.3%+348.3%0.002%
5/5/2026 Bank of New York Mellon Corp12,589,272$778.27M0.1%-2.2%1.432%
5/5/2026 Illinois Municipal Retirement Fund50,297$3.11M0.0%-19.0%0.006%
5/5/2026 Robinson Value Management Ltd.68,208$4.22M2.3%-2.2%0.008%
5/5/2026 Harmony Asset Management LLC4,977$308K0.1%-26.0%0.001%
5/5/2026 Geneos Wealth Management Inc.14,261$882K0.0%+7.9%0.002%
5/5/2026 NFSG Corp4,614$285K0.0%+48.1%0.001%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt2,464$152K0.0%+222.1%0.000%
5/5/2026 Ethos Financial Group LLC39,100$2.30M0.2%+3.9%0.004%
5/5/2026 SouthState Bank Corp9,818$607K0.0%-14.0%0.001%
5/5/2026 Sanctuary Advisors LLC203,949$12.61M0.1%+4.1%0.023%
5/5/2026 Camden National Bank4,297$266K0.0%-6.0%0.000%
5/5/2026 1ST Source Bank6,947$429K0.0%-5.7%0.001%
5/5/2026 Checchi Capital Advisers LLC5,503$340K0.0%+24.2%0.001%
5/5/2026 Nwam LLC20,104$1.24M0.1%+189.7%0.002%
5/5/2026 Hartford Funds Management Co LLC15,406$953K0.1%+17.3%0.002%
5/4/2026 AMG National Trust Bank3,973$246K0.0%N/A0.000%
5/4/2026 Bleakley Financial Group LLC38,566$2.38M0.0%+9.8%0.004%
5/4/2026 WJ Financial Advisors LLC4,281$265K0.2%-6.2%0.000%
5/4/2026 HBW Advisory Services LLC14,583$902K0.1%-4.8%0.002%
5/4/2026 State of Michigan Retirement System240,367$14.86M0.1%-0.2%0.027%
5/4/2026 Principal Financial Group Inc.1,035,413$64.01M0.0%-0.7%0.118%
5/4/2026 Chicago Partners Investment Group LLC5,916$361K0.0%+14.8%0.001%
5/4/2026 Y.D. More Investments Ltd1,630$101K0.0%-10.0%0.000%
5/4/2026 Procyon Advisors LLC3,363$208K0.0%N/A0.000%
5/2/2026 Citizens Business Bank91,349$5.65M0.9%-1.8%0.010%
5/2/2026 LGT Fund Management Co Ltd.135,435$8.37M0.4%N/A0.015%
5/2/2026 Anchor Investment Management LLC11,988$741K0.1%+6.9%0.001%
5/2/2026 Navigoe LLC2,089$129K0.1%+254.7%0.000%
5/2/2026 Diversify Wealth Management LLC22,121$1.38M0.0%N/A0.003%
5/2/2026 Carnegie Investment Counsel8,093$500K0.0%-11.1%0.001%
5/1/2026 Seneca House Advisors11,045$683K0.3%-9.8%0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,514,488$93.63M0.5%-5.5%0.172%
5/1/2026 Citizens Financial Group Inc. RI6,764$418K0.0%-18.4%0.001%
5/1/2026 Midwest Trust Co35,689$2.21M0.0%-1.9%0.004%
5/1/2026 Fifth Third Bancorp257,244$15.90M0.0%+178.8%0.029%
5/1/2026 Sovran Advisors LLC5,855$378K0.0%-14.6%0.001%
5/1/2026 Sachetta LLC402$25K0.0%-33.7%0.000%
5/1/2026 Advisors Management Group Inc. ADV41,073$2.54M0.5%+2.6%0.005%
5/1/2026 Simplicity Wealth LLC12,228$756K0.0%+171.6%0.001%
5/1/2026 Candriam S.C.A.18,984$1.17M0.0%+2.3%0.002%
5/1/2026 Conning Inc.32,818$2.03M0.1%-1.2%0.004%
5/1/2026 Sequoia Financial Advisors LLC39,975$2.47M0.0%+19.7%0.005%
5/1/2026 Walled Lake Planning & Wealth Management LLC3,885$240K0.1%N/A0.000%
4/30/2026 Elevated Capital Advisors LLC17,696$1.09M0.3%+9.9%0.002%
4/30/2026 First Horizon Corp20,083$1.24M0.1%-1.5%0.002%
4/30/2026 Kestra Advisory Services LLC141,088$8.72M0.0%+15.6%0.016%
4/30/2026 Money Concepts Capital Corp4,524$280K0.0%+19.5%0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.1,899,808$117.45M0.1%-5.6%0.216%
4/30/2026 Resona Asset Management Co. Ltd.282,162$17.44M0.1%+0.2%0.032%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich856,365$52.94M1.3%-21.1%0.097%
4/30/2026 Personal CFO Solutions LLC21,031$1.30M0.2%-12.3%0.002%
4/29/2026 Virginia Wealth Management Group Inc.56,596$3.50M1.9%+3.1%0.006%
4/29/2026 Duncker Streett & Co. Inc.2,812$174K0.0%+40.5%0.000%
4/29/2026 Navalign LLC14,229$880K0.2%+1.2%0.002%
4/29/2026 Fee Only Financial Planning L.C.4,385$271K0.2%+8.0%0.000%
4/29/2026 R Squared Ltd14,495$896K0.5%N/A0.002%
4/29/2026 United Asset Strategies Inc.8,628$533K0.0%+6.0%0.001%
4/29/2026 Clare Market Investments LLC7,661$474K0.1%N/A0.001%
4/29/2026 Burney Co.19,185$1.19M0.0%-15.8%0.002%
4/29/2026 Integrated Advisors Network LLC69,030$4.27M0.2%-3.6%0.008%
4/29/2026 Shelton Wealth Management LLC15,395$952K0.4%-10.0%0.002%
4/29/2026 Greatmark Investment Partners Inc.6,289$389K0.0%+15.7%0.001%
4/29/2026 Beacon Bank & Trust22,447$1.39M0.3%-14.8%0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.11,429$711K0.0%+6.0%0.001%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,567 institutional investors and hedge funds held shares of Dominion Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.27B), Capital Research Global Investors ($3.50B), State Street Corp ($2.85B), Wellington Management Group LLP ($2.63B), Massachusetts Financial Services Co. MA ($1.64B), JPMorgan Chase & Co. ($1.58B), and Dodge & Cox ($1.30B).Learn more on Dominion Energy's institutional investors.

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

Of the 1,361 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. ($30.44M), Norges Bank ($30.00M), Capital Research Global Investors ($18.60M), Wellington Management Group LLP ($18.38M), State Street Corp ($4.96M), Price T Rowe Associates Inc. MD ($4.35M), and Hotchkis & Wiley Capital Management LLC ($3.97M).

Institutional investors have bought a total of 122,270,249 shares in the last 24 months. This purchase volume represents approximately $7.14B in transactions.

Of the 666 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: Price T Rowe Associates Inc. MD ($4.08M), Bank of New York Mellon Corp ($3.96M), Royal Bank of Canada ($3.12M), Pictet Asset Management Holding SA ($3.06M), JPMorgan Chase & Co. ($2.49M), California Public Employees Retirement System ($2.18M), and Macquarie Group Ltd. ($1.73M).

Institutional investors have sold a total of 54,553,134 shares in the last 24 months. This volume of shares sold represents approximately $3.20B in transactions.


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This page (NYSE:D) was last updated on 5/9/2026 by MarketBeat.com Staff.
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