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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$65.72 -0.12 (-0.18%)
As of 09/4/2026 03:58 PM 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)
929
Total
Institutional Inflows
(last 12 months)
$18.15B
Number of
Institutional Sellers
(last 12 months)
569
Total
Institutional Outflows
(last 12 months)
$2.78B
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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
8/27/2026 Corient Private Wealth LP234,988$16.05M0.0%-10.1%0.027%
8/26/2026 Amundi1,903,209$129.97M0.0%-25.4%0.216%
8/26/2026 HighTower Advisors LLC633,090$43.23M0.0%+7.1%0.072%
8/24/2026 California State Teachers Retirement System69,835,266$4.77B0.0%+6,985.1%7.940%
8/23/2026 Greenland Capital Management LP193,710$13.23M1.6%+9.7%0.022%
8/23/2026 Ameritas Advisory Services LLC20,187$1.38M0.0%+27.1%0.002%
8/23/2026 Wedmont Private Capital11,921$835K0.0%+4.0%0.001%
8/23/2026 Kintra Wealth LLC5,996$411K0.0%N/A0.001%
8/23/2026 Widmann Financial Services Inc.2,961$202K0.1%-11.9%0.000%
8/23/2026 Bayshore Asset Management LLC8,324$568K0.2%N/A0.001%
8/23/2026 HB Wealth Management LLC73,917$5.05M0.0%+54.1%0.008%
8/23/2026 Saudi Central Bank61,527$4.20M0.1%+95.2%0.007%
8/23/2026 Azimuth Capital Investment Management LLC77,225$5.27M0.2%-3.1%0.009%
8/22/2026 Compass Financial Management LLC16,692$1.14M0.1%N/A0.002%
8/22/2026 NBH Bank1,092$75K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd3,647$249K0.1%N/A0.000%
8/22/2026 Montgomery Financial Services LLC1,350$92K0.1%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.5,162$352K0.2%N/A0.001%
8/22/2026 Meadowbrook Wealth Management LLC3,600$244K0.3%-22.6%0.000%
8/22/2026 Sapient Capital LLC3,983$272K0.0%-58.0%0.000%
8/22/2026 Syon Capital LLC9,835$672K0.0%+10.2%0.001%
8/22/2026 Premier Path Wealth Partners LLC9,795$669K0.1%+1.7%0.001%
8/22/2026 Concurrent Investment Advisors LLC36,717$2.51M0.0%+10.2%0.004%
8/22/2026 NEOS Investment Management LLC139,170$9.50M0.0%+13.5%0.016%
8/22/2026 Power Wealth Management LLC5,715$390K0.1%N/A0.001%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC5,708$390K0.1%-4.5%0.001%
8/21/2026 Leo H. Evart Inc.928$63K0.0%-21.6%0.000%
8/21/2026 Athena Investment Management3,457$236K0.1%-13.1%0.000%
8/21/2026 Outfitters Financial LLC5,830$398K0.3%-11.1%0.001%
8/21/2026 Continuum Advisory LLC6,764$462K0.0%+20.3%0.001%
8/21/2026 Nykredit A S98,676$6.74M0.0%N/A0.011%
8/21/2026 Robbins Farley77,223$5.27M2.0%+1.6%0.009%
8/21/2026 XML Financial LLC38,517$2.63M0.2%-0.7%0.004%
8/21/2026 Chesapeake Wealth Management9,211$629K0.2%+74.5%0.001%
8/21/2026 Independence Bank of Kentucky1,701$116K0.0%-11.7%0.000%
8/21/2026 Midwest Professional Planners LTD.20,906$1.43M0.3%+1.0%0.002%
8/21/2026 Vanguard Capital Wealth Advisors10,800$738K0.5%-27.5%0.001%
8/21/2026 Investors Research Corp7,865$537K0.1%+11.3%0.001%
8/21/2026 Legacy Financial Advisors Inc.4,577$313K0.0%-49.8%0.001%
8/20/2026 Proficio Capital Partners LLC2,991$204K0.0%N/A0.000%
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8/20/2026 Nwam LLC7,260$496K0.0%-63.9%0.001%
8/20/2026 Gill Capital Partners LLC1,207$82K0.0%+43.7%0.000%
8/20/2026 Ancora Advisors LLC5,805$396K0.0%-7.4%0.001%
8/20/2026 Sigma Planning Corp13,352$912K0.0%-4.7%0.002%
8/20/2026 Two Sigma Securities LLC75,438$5.15M0.4%+401.6%0.009%
8/20/2026 Benjamin Edwards Inc.26,762$1.83M0.0%+5.5%0.003%
8/20/2026 GTS Securities LLC3,709$253K0.0%-71.6%0.000%
8/20/2026 Harvest Management LLC4,000$273K0.1%N/A0.000%
8/20/2026 Flputnam Investment Management Co.2,984$204K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.101,559$6.94M0.0%-8.2%0.012%
8/20/2026 Wedbush Securities Inc.10,365$708K0.0%-32.4%0.001%
8/20/2026 Hennessy Advisors Inc.74,477$5.09M0.2%+5.1%0.008%
8/20/2026 Greenwood Capital Associates LLC16,216$1.11M0.1%-56.0%0.002%
8/20/2026 Greenleaf Trust13,941$952K0.0%+4.6%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,288,973$292.89M0.1%+4.8%0.488%
8/19/2026 New Mexico Educational Retirement Board42,373$2.89M0.1%+7.6%0.005%
8/19/2026 Royal London Asset Management Ltd.363,889$24.85M0.0%+0.6%0.041%
8/19/2026 Toth Financial Advisory Corp164,586$11.24M1.1%+3.2%0.019%
8/19/2026 Mufg Securities Americas Inc.26,488$1.81M0.1%+12.1%0.003%
8/19/2026 Van ECK Associates Corp435,621$29.75M0.0%+25.1%0.050%
8/19/2026 Nissay Asset Management Corp Japan117,488$8.02M0.0%+7.0%0.013%
8/19/2026 BNP Paribas2,200$150K0.0%-18.5%0.000%
8/19/2026 Wellington Management Group LLP40,867,860$2.79B0.5%-14.1%4.647%
8/19/2026 Archer Investment Corp764$52K0.0%N/A0.000%
8/19/2026 Kingsview Wealth Management LLC27,191$1.86M0.0%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC46,532$3.18M0.0%N/A0.005%
8/18/2026 Kimelman & Baird LLC600$41K0.0%N/A0.000%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,364$93K0.0%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.143,816$9.95M0.0%N/A0.016%
8/18/2026 RB Capital Management LLC2,961$202K0.0%N/A0.000%
8/18/2026 Mint Tower Capital Management B.V.4,311$294K0.0%N/A0.000%
8/18/2026 Glenview Trust Co12,357$844K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC54,226$3.70M0.0%N/A0.006%
8/18/2026 United Capital Financial Advisors LLC38,852$2.65M0.0%N/A0.004%
8/18/2026 Hayek Kallen Investment Management9,028$616K0.2%N/A0.001%
8/18/2026 Old North State Trust LLC3,767$257K0.1%N/A0.000%
8/18/2026 Equitable Holdings Inc.21,034$1.44M0.0%N/A0.002%
8/18/2026 Coastal Bridge Advisors LLC29,144$1.99M0.1%N/A0.003%
8/18/2026 Public Employees Retirement System of Ohio335,148$22.89M0.1%N/A0.038%
8/17/2026 Blue Edge Capital LLC15,623$1.07M0.1%N/A0.002%
8/17/2026 Redwood Investment Management LLC12,492$853K0.1%N/A0.001%
8/17/2026 Parvin Asset Management LLC1,200$82K0.1%N/A0.000%
8/17/2026 Proficio Capital Partners LLC2,991$204K0.0%N/A0.000%
8/17/2026 Pure Financial Advisors LLC5,934$405K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC1,920$131K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP410,701$17.95M0.0%N/A0.047%
8/17/2026 Pentwater Capital Management LP3,500,000$239.02M1.5%N/A0.398%
8/17/2026 Bank of America Corp DE14,599,270$996.98M0.1%N/A1.660%
8/15/2026 Freestone Grove Partners LP39,717$2.71M0.0%N/A0.005%
8/15/2026 Man Group plc180,000$12.29M0.0%N/A0.020%
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8/15/2026 Invst LLC11,208$765K0.1%N/A0.001%
8/15/2026 First Bancorp Inc ME2,042$139K0.1%N/A0.000%
8/15/2026 Jupiter Topco LLC143,272$9.78M0.0%N/A0.016%
8/15/2026 Kintayl Capital LP112,082$7.65M3.0%N/A0.013%
8/15/2026 Wedbush Fund Advisers LLC9,449$645K0.1%N/A0.001%
8/14/2026 Ancora Advisors LLC5,805$396K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board901,926$61.59M0.0%N/A0.103%
8/14/2026 Kinloch Capital LLC4,942$337K0.1%N/A0.001%
8/14/2026 Legal & General Group Plc6,843,654$467.35M0.1%N/A0.778%
8/14/2026 The Manufacturers Life Insurance Company1,077,536$73.59M0.1%N/A0.123%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,595 institutional investors and hedge funds held shares of Dominion Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.27B), BlackRock Inc. ($4.99B), California State Teachers Retirement System ($4.77B), Capital Research Global Investors ($3.50B), State Street Corp ($2.85B), Wellington Management Group LLP ($2.79B), and Massachusetts Financial Services Co. MA ($1.64B).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 1,397 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: BlackRock Inc. ($73.02M), California State Teachers Retirement System ($68.87M), Norges Bank ($30.00M), Wellington Management Group LLP ($18.38M), Vanguard Group Inc. ($18.26M), Bank of America Corp DE ($17.52M), and Capital Research Global Investors ($14.99M).

Institutional investors have bought a total of 275,733,494 shares in the last 24 months. This purchase volume represents approximately $18.15B in transactions.

Of the 569 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: Wellington Management Group LLP ($6.73M), Price T Rowe Associates Inc. MD ($4.08M), Pictet Asset Management Holding SA ($3.62M), Royal Bank of Canada ($2.89M), JPMorgan Chase & Co. ($2.49M), Bank of New York Mellon Corp ($1.77M), and Macquarie Group Ltd. ($1.73M).

Institutional investors have sold a total of 45,414,509 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.


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Institutional ownership data for NYSE:D is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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