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Dominion Energy (D) Institutional Ownership

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$69.22 +0.45 (+0.65%)
As of 11:53 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)
917
Total
Institutional Inflows
(last 12 months)
$13.39B
Number of
Institutional Sellers
(last 12 months)
563
Total
Institutional Outflows
(last 12 months)
$2.28B
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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
8/18/2026Empowered Funds LLC54,226$3.70M0.0%N/A0.006%
8/18/2026United Capital Financial Advisors LLC38,852$2.65M0.0%N/A0.004%
8/18/2026Hayek Kallen Investment Management9,028$616K0.2%N/A0.001%
8/18/2026Old North State Trust LLC3,767$257K0.1%N/A0.000%
8/18/2026Equitable Holdings Inc.21,034$1.44M0.0%N/A0.002%
8/18/2026Coastal Bridge Advisors LLC29,144$1.99M0.1%N/A0.003%
8/18/2026Public Employees Retirement System of Ohio335,148$22.89M0.1%N/A0.038%
8/17/2026Blue Edge Capital LLC15,623$1.07M0.1%N/A0.002%
8/17/2026Redwood Investment Management LLC12,492$853K0.1%N/A0.001%
8/17/2026Parvin Asset Management LLC1,200$82K0.1%N/A0.000%
8/17/2026Proficio Capital Partners LLC2,991$204K0.0%N/A0.000%
8/17/2026Pure Financial Advisors LLC5,934$405K0.0%N/A0.001%
8/17/2026Transamerica 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%
8/15/2026 Invst LLC11,208$765K0.1%N/A0.001%
8/15/2026 First Bancorp Inc ME 2,042$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 Company 1,077,536$73.59M0.1%N/A0.123%
8/14/2026 Paradigm Capital Management LLC NV13,925$951K0.8%N/A0.002%
8/14/2026 Fiduciary Financial Advisors611$42K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC5,022$343K0.0%N/A0.001%
8/14/2026 Visionary Wealth Advisors3,493$239K0.0%N/A0.000%
8/14/2026 Cullen Capital Management LLC5,346$365K0.0%N/A0.001%
8/13/2026 D.B. Root & Company LLC4,369$298K0.1%N/A0.000%
8/13/2026 Cibc World Market Inc.150,376$10.27M0.0%N/A0.017%
8/13/2026 OMERS ADMINISTRATION Corp83,158$5.68M0.0%N/A0.009%
8/13/2026 Sanctuary Advisors LLC197,012$13.45M0.1%N/A0.022%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.51,691$3.53M0.0%N/A0.006%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.3,891$266K0.0%N/A0.000%
8/13/2026 Clarion Wealth Managment Partners LLC13,346$911K0.7%N/A0.002%
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8/13/2026 DLD Asset Management LP41,249$2.82M0.2%N/A0.005%
8/13/2026 Magellan Asset Management Ltd2,690,485$183.73M4.1%N/A0.306%
8/13/2026 Haverford Trust Co15,624$1.07M0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia176,681$12.07M0.0%N/A0.020%
8/12/2026 Vista Investment Management7,406$506K0.2%N/A0.001%
8/12/2026 Compass Financial Management LLC16,692$1.14M0.1%N/A0.002%
8/12/2026 Elevation Point Wealth Partners LLC7,187$491K0.0%N/A0.001%
8/12/2026 Greenland Capital Management LP193,710$13.23M1.6%N/A0.022%
8/12/2026 Alta Advisers Ltd3,461$236K0.1%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.105,641$7.21M0.2%N/A0.012%
8/12/2026 Commerce Bank136,683$9.33M0.0%N/A0.016%
8/12/2026 Northwestern Mutual Wealth Management Co.101,559$6.94M0.0%N/A0.012%
8/12/2026 Evolve Private Wealth LLC4,295$293K0.0%N/A0.000%
8/12/2026 Farringdon Capital Ltd.3,265$223K0.1%N/A0.000%
8/12/2026 Westpac Banking Corp17,941$1.23M0.1%N/A0.002%
8/12/2026 TRB Wealth Management LLC3,413$233K0.0%N/A0.000%
8/12/2026 Sumitomo Life Insurance Co.10,557$721K0.0%N/A0.001%
8/12/2026 Korea Investment CORP597,296$40.79M0.1%N/A0.068%
8/12/2026 EP Wealth Advisors LLC12,837$877K0.0%N/A0.001%
8/12/2026 Pinnacle West Asset Management Inc.4,100$280K0.2%N/A0.000%
8/12/2026 Ieq Capital LLC82,217$5.62M0.0%N/A0.009%
8/12/2026 Burnham & Co LLC500$34K0.0%N/A0.000%
8/12/2026 Callan Family Office LLC15,676$1.07M0.0%N/A0.002%
8/11/2026 Blue Capital Inc.39,062$2.67M1.7%N/A0.004%
8/11/2026 Keating Financial Advisory Services Inc.736$50K0.0%N/A0.000%
8/11/2026 Allworth Financial LP30,038$2.05M0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG22,727$1.55M0.0%N/A0.003%
8/11/2026 Kayne Anderson Capital Advisors LP134,767$9.20M0.2%N/A0.015%
8/11/2026 Silvant Capital Management LLC1,591$109K0.0%N/A0.000%
8/11/2026 Mystic Asset Management Inc.7,307$499K0.1%N/A0.001%
8/11/2026 Oxford Financial Group LTD. LLC3,380$231K0.0%N/A0.000%
8/11/2026 Advisors Capital Management LLC10,014$684K0.0%N/A0.001%
8/11/2026 MJP Associates Inc. ADV3,665$250K0.0%N/A0.000%
8/11/2026 PCM Encore LLC7,099$485K0.1%N/A0.001%
8/11/2026 Altman Advisors Inc.26,019$1.78M0.6%N/A0.003%
8/11/2026 Vise Technologies Inc.44,385$3.03M0.0%N/A0.005%
8/11/2026 E Fund Management Co. Ltd.2,982$204K0.0%N/A0.000%
8/11/2026 MSH Capital Advisors LLC4,193$286K0.0%N/A0.000%
8/11/2026 MidAtlantic Capital Management Inc.3,585$245K0.2%N/A0.000%
8/11/2026 Frazier Financial Advisors LLC457$31K0.0%N/A0.000%
8/10/2026 Csenge Advisory Group12,735$870K0.0%N/A0.001%
8/10/2026 Tocqueville Asset Management L.P.407,908$27.86M0.4%N/A0.046%
8/10/2026 one8zero8 LLC4,559$311K0.1%N/A0.001%
8/10/2026 Kentucky Farm Bureau Mutual Insurance Co34,128$2.33M0.6%N/A0.004%
8/10/2026 Addison Advisors LLC814$56K0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC79,128$5.40M0.1%N/A0.009%
8/10/2026 Danske Bank A S31,100$2.12M0.0%N/A0.004%
8/10/2026 Diversify Advisory Services LLC21,346$1.50M0.0%N/A0.002%
8/8/2026 Wealthfront Advisers LLC315,519$21.55M0.0%N/A0.036%
8/8/2026 Main Street Financial Solutions LLC5,973$408K0.0%N/A0.001%
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8/8/2026 Navigoe LLC2,099$143K0.1%N/A0.000%
8/8/2026 Element Pointe Advisors LLC7,852$536K0.1%N/A0.001%
8/8/2026 Energy Income Partners LLC1,233,506$84.24M1.3%N/A0.140%
8/8/2026 Meeder Advisory Services Inc.16,295$1.11M0.0%N/A0.002%
8/7/2026 Citizens Financial Group Inc. RI9,472$647K0.0%N/A0.001%
8/7/2026 Texas Capital Bank Wealth Management Services Inc9,687$662K0.0%N/A0.001%
8/7/2026 UNIVEST FINANCIAL Corp3,154$215K0.0%N/A0.000%
8/7/2026 BlackRock Inc.73,018,575$4.99B0.1%N/A8.302%
8/7/2026 Occidental Asset Management LLC95,500$6.52M0.6%N/A0.011%
8/7/2026 Pallas Capital Advisors LLC3,210$219K0.0%N/A0.000%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,579 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 ($2.85B), Wellington Management Group LLP ($2.63B), 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 1,383 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 206,083,074 shares in the last 24 months. This purchase volume represents approximately $13.39B in transactions.

Of the 561 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), 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), Macquarie Group Ltd. ($1.73M), and California Public Employees Retirement System ($1.61M).

Institutional investors have sold a total of 37,959,977 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.



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 8/18/2026. New 13F filings are added each quarter as they're published.
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