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Dominion Energy (D) Institutional Ownership

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$68.04 -0.33 (-0.48%)
Closing price 03:59 PM Eastern
Extended Trading
$68.03 -0.02 (-0.02%)
As of 06:47 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)
842
Total
Institutional Inflows
(last 12 months)
$13.16B
Number of
Institutional Sellers
(last 12 months)
576
Total
Institutional Outflows
(last 12 months)
$2.50B
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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
11/11/2026Advisors Asset Management Inc.227,641$13.78M0.1%N/A0.026%
11/11/2026USS Investment Management Ltd134,060$8.11M0.0%-3.4%0.015%
11/11/2026Birchcreek Wealth Management LLC6,151$372K0.1%-26.6%0.001%
11/11/2026Westpac Banking Corp14,935$904K0.1%-16.8%0.002%
11/11/2026Private Advisor Group LLC140,814$8.52M0.0%+46.9%0.016%
11/11/2026Taylor Hoffman Capital Management LLC27,300$1.65M0.4%+0.6%0.003%
11/11/2026Ieq Capital LLC60,011$3.63M0.0%-27.0%0.007%
11/11/2026Focus Advisor Solutions LLC14,082$852K0.0%+16.6%0.002%
11/11/2026Checchi Capital Advisers LLC6,359$385K0.0%+12.9%0.001%
11/11/2026Independent Advisor Alliance61,179$3.80M0.1%-1.7%0.007%
11/10/2026Composition Wealth LLC9,080$550K0.0%+13.6%0.001%
11/10/2026Z3 Capital Partners LLC6,755$409K0.1%-3.9%0.001%
11/10/2026Voya Investment Management LLC131,226$7.94M0.0%-1.8%0.015%
11/10/2026Bogart Wealth LLC146,931$8.89M0.3%+2.2%0.017%
11/10/2026Prasad Wealth Partners LLC4,026$244K0.1%+18.7%0.000%
11/10/2026Public Sector Pension Investment Board487,345$30.45M0.1%-40.7%0.055%
11/10/2026Global Retirement Partners LLC23,622$1.43M0.0%+0.8%0.003%
11/10/2026BCGM Wealth Management LLC11,305$684K0.1%-4.2%0.001%
11/10/2026South Dakota Investment Council24,168$1.46M0.0%-14.9%0.003%
11/10/2026Rothschild Investment LLC49,830$3.02M0.1%-3.7%0.006%
11/10/2026Sompo Asset Management Co. Ltd.28,689$1.74M0.3%+1.7%0.003%
11/10/2026Cibc World Market Inc.8,226$498K0.0%-94.5%0.001%
11/10/2026Edgestream Partners L.P.179,574$10.87M0.3%N/A0.020%
11/10/2026Banco Santander S.A.29,806$1.80M0.0%+3.9%0.003%
11/10/2026Teachers Retirement System of The State of Kentucky65,797$3.98M0.0%-51.2%0.007%
11/10/2026HighTower Advisors LLC780,008$47.21M0.0%+23.2%0.089%
11/10/2026 Texas Capital Bank Wealth Management Services Inc8,111$491K0.0%-16.3%0.001%
11/9/2026 Intech Investment Management LLC56,217$3.40M0.0%+86.7%0.006%
11/9/2026 Pinnacle West Asset Management Inc.3,925$238K0.2%-4.3%0.000%
11/9/2026 Silver Oak Securities Incorporated5,145$311K0.0%N/A0.001%
11/9/2026 Harbour Investments Inc.8,986$544K0.0%-34.0%0.001%
11/9/2026 IFG Advisory LLC5,094$308K0.0%-9.0%0.001%
11/9/2026 Optas LLC3,472$210K0.0%+11.5%0.000%
11/9/2026 Danske Bank A S283,950$17.19M0.0%+813.0%0.032%
11/7/2026 Diversified Trust Co3,419$207K0.0%-10.1%0.000%
11/6/2026 Aberdeen Group plc276,025$16.71M0.0%+4.7%0.031%
11/6/2026 Carson Advisory Inc.73,131$4.43M2.0%-1.2%0.008%
11/6/2026 Moors & Cabot Inc.19,526$1.18M0.0%-3.0%0.002%
11/6/2026 Valmark Advisers Inc.24,264$1.47M0.0%+6.9%0.003%
11/6/2026 Allworth Financial LP31,922$1.93M0.0%+6.3%0.004%
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11/6/2026 Fisher Asset Management LLC16,819$1.02M0.0%+17.0%0.002%
11/6/2026 Russell Investments Group Ltd.460,259$27.86M0.0%-33.8%0.052%
11/6/2026 Point Windward Advisors Inc.7,180$435K0.2%-82.2%0.001%
11/6/2026 Eurizon Capital SGR S.p.A.118,744$7.20M0.0%-7.7%0.014%
11/6/2026 PBU The Pension Fund of Early Childhood & Youth Educators375,831$22.75M0.5%+8.9%0.043%
11/6/2026 Werba Rubin Papier Wealth Management4,560$276K0.0%+5.0%0.001%
11/6/2026 R Squared Ltd17,186$1.04M0.5%N/A0.002%
11/6/2026 Terril Brothers Inc.6,665$403K0.0%N/A0.001%
11/6/2026 CENTRAL TRUST Co24,621$1.49M0.0%-4.5%0.003%
11/6/2026 Fifth Third Bancorp244,812$14.82M0.0%+4.3%0.028%
11/5/2026 Maryland State Retirement & Pension System53,647$3.25M0.1%+12.7%0.006%
11/5/2026 Ritholtz Wealth Management5,136$311K0.0%-4.6%0.001%
11/5/2026 UNIVEST FINANCIAL Corp3,532$214K0.0%+12.0%0.000%
11/5/2026 Joel Isaacson & Co. LLC11,477$695K0.0%+5.3%0.001%
11/5/2026 First Command Advisory Services Inc.8,751$530K0.0%+34.7%0.001%
11/5/2026 Machina Capital S.A.S.82,273$4.98M0.6%N/A0.009%
11/5/2026 Illinois Municipal Retirement Fund145,258$8.79M0.1%+5.9%0.017%
11/5/2026 Confluence Wealth Services Inc.12,703$769K0.0%-32.6%0.001%
11/5/2026 Lido Advisors LLC92,328$5.59M0.0%-11.6%0.010%
11/5/2026 Keybank National Association OH147,688$8.94M0.0%-0.2%0.017%
11/5/2026 Elevated Capital Advisors LLC1,375$83K0.0%-83.1%0.000%
11/5/2026 Cornerstone Wealth Management LLC6,473$392K0.0%-5.6%0.001%
11/5/2026 Csenge Advisory Group12,476$755K0.0%-2.0%0.001%
11/5/2026 D.B. Root & Company LLC4,225$256K0.1%-3.3%0.000%
11/5/2026 D Orazio & Associates Inc.5,349$324K0.0%+4.7%0.001%
11/4/2026 New York Life Investment Management LLC257,100$15.56M0.1%+2.2%0.029%
11/4/2026 71 West Capital Partners6,490$393K0.0%-5.7%0.001%
11/4/2026 AlphaCore Capital LLC14,293$865K0.0%+4.7%0.002%
11/4/2026 Retirement Systems of Alabama184,442$11.16M0.0%-0.2%0.021%
11/4/2026 Allspring Global Investments Holdings LLC166,377$10.11M0.0%+1.5%0.019%
11/4/2026 Beverly Hills Private Wealth LLC15,250$923K0.1%+39.9%0.002%
11/4/2026 Bryn Mawr Trust Advisors LLC103,368$6.26M0.3%-3.9%0.012%
11/4/2026 Carret Asset Management LLC43,288$2.62M0.2%+3.4%0.005%
11/4/2026 M Holdings Securities Inc.4,509$301K0.0%N/A0.001%
11/4/2026 Brighton Jones LLC11,949$723K0.0%-14.4%0.001%
11/3/2026 Cullinan Associates Inc.18,878$1.14M0.1%-7.4%0.002%
11/3/2026 Ethic Inc.20,983$1.27M0.0%+2.4%0.002%
11/3/2026 Pictet Asset Management Holding SA1,207,064$73.05M0.1%-3.3%0.137%
11/3/2026 Leelyn Smith LLC50,453$3.05M0.3%+0.8%0.006%
11/3/2026 Flagship Wealth Advisors LLC1,060$64K0.0%+39.5%0.000%
11/3/2026 Alps Advisors Inc.513,312$31.07M0.1%+8.3%0.058%
11/3/2026 Ashton Thomas Private Wealth LLC3,592$217K0.0%+8.7%0.000%
11/3/2026 International Assets Investment Management LLC6,857$417K0.0%-3.0%0.001%
11/3/2026 General American Investors Co. Inc.145,000$8.78M0.5%-50.0%0.016%
11/3/2026 Heritage Family Offices LLP2,096$127K0.0%N/A0.000%
11/3/2026 Calamos Advisors LLC283,534$17.16M0.1%+2.1%0.032%
11/3/2026 Burke & Herbert Bank & Trust Co.15,926$964K0.2%-7.1%0.002%
11/2/2026 Alta Advisers Ltd5,954$360K0.0%+72.0%0.001%
11/2/2026 Principle Wealth Partners LLC61,695$3.73M0.2%+0.4%0.007%
11/2/2026 Legacy Financial Independent Advisors LLC8,726$528K0.3%-7.2%0.001%
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11/2/2026 Kestra Advisory Services LLC95,402$5.77M0.0%+8.7%0.011%
11/2/2026 Genesis Private Wealth LLC8,520$516K0.1%+117.2%0.001%
11/2/2026 Platform Technology Partners31,620$1.91M0.3%+15.6%0.004%
11/2/2026 Quest 10 Wealth Builders Inc.1,350$82K0.1%+46.1%0.000%
11/2/2026 Commonwealth Equity Services LLC310,471$18.79M0.0%-29.7%0.035%
10/31/2026 Bfsg LLC1,675$101K0.0%+42.4%0.000%
10/31/2026 Chicago Partners Investment Group LLC6,344$414K0.0%+8.4%0.001%
10/31/2026 Cordgrass Capital Advisors LLC9,904$599K0.2%-2.3%0.001%
10/31/2026 Ascent Group LLC43,781$2.65M0.1%-4.2%0.005%
10/31/2026 3Chopt Investment Partners LLC22,611$1.37M0.2%-16.2%0.003%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,590 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), Capital Research Global Investors ($3.50B), State Street Corp ($3.48B), Wellington Management Group LLP ($2.79B), Massachusetts Financial Services Co. MA ($1.64B), and JPMorgan Chase & Co. ($1.58B).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 1,385 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), Norges Bank ($30.00M), Wellington Management Group LLP ($18.38M), Vanguard Group Inc. ($18.26M), Bank of America Corp DE ($17.52M), Capital Research Global Investors ($14.99M), and Bank of New York Mellon Corp ($12.90M).

Institutional investors have bought a total of 201,933,639 shares in the last 24 months. This purchase volume represents approximately $13.16B in transactions.

Of the 576 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 ($3.66M), Royal Bank of Canada ($2.89M), Macquarie Group Ltd. ($1.73M), California Public Employees Retirement System ($1.61M), and Hotchkis & Wiley Capital Management LLC ($1.50M).

Institutional investors have sold a total of 40,751,943 shares in the last 24 months. This volume of shares sold represents approximately $2.50B 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 11/11/2026. New 13F filings are added each quarter as they're published.
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