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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$66.95 -0.43 (-0.64%)
Closing price 03:59 PM Eastern
Extended Trading
$66.77 -0.18 (-0.27%)
As of 04:44 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)
939
Total
Institutional Inflows
(last 12 months)
$6.74B
Number of
Institutional Sellers
(last 12 months)
644
Total
Institutional Outflows
(last 12 months)
$2.99B
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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
5/26/2026 Glenmede Trust Co. NA110,965$6.86M0.0%-5.8%0.013%
5/21/2026 CTC Alternative Strategies Ltd.5,200$321K0.7%N/A0.001%
5/20/2026 Norris Financial Group LLC4,530$280K0.1%N/A0.001%
5/19/2026 Western Wealth Management LLC2,080$129K0.0%N/A0.000%
5/19/2026 Royal Fund Management LLC56,341$3.48M0.3%N/A0.006%
5/19/2026 Bank of America Corp DE15,930,241$984.81M0.1%+15.7%1.811%
5/19/2026 Hamilton Wealth LLC13,858$857K0.1%-5.3%0.002%
5/19/2026 Edgestream Partners L.P.245,586$15.18M0.5%N/A0.028%
5/19/2026 Kentucky Retirement Systems47,922$3.10M0.1%-10.6%0.005%
5/19/2026 Janus Henderson Group PLC90,235$5.58M0.0%+63.8%0.010%
5/19/2026 Strategic Investment Advisors MI3,610$223K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors34,688$2.14M0.0%-1.0%0.004%
5/19/2026 Strategic Planning Inc.77,972$4.82M2.4%-0.8%0.009%
5/19/2026 Altshuler Shaham Ltd30,011$1.86M0.0%+13.7%0.003%
5/19/2026 Opal Capital LLC140,937$8.71M1.5%+5.3%0.016%
5/18/2026 Amundi2,549,667$157.62M0.0%+38.4%0.290%
5/18/2026 Constant Guidance Financial LLC11,000$680K0.5%-6.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC6,890$426K0.0%+6.8%0.001%
5/18/2026 California State Teachers Retirement System985,668$60.93M0.1%-3.2%0.112%
5/18/2026 Resources Management Corp CT ADV1,850$114K0.0%-15.9%0.000%
5/18/2026 Royal Bank of Canada4,066,193$251.37M0.0%-7.2%0.462%
5/18/2026 Empowered Funds LLC38,242$2.36M0.0%+25.5%0.004%
5/18/2026 Energy Income Partners LLC1,203,357$74.39M1.2%+10.0%0.137%
5/16/2026 The Manufacturers Life Insurance Company 1,058,726$65.45M0.1%-5.0%0.120%
5/16/2026 Excelsior Advisor Network LLC4,763$294K0.1%N/A0.001%
5/16/2026 Quantinno Capital Management LP365,415$22.59M0.0%+15.0%0.042%
5/15/2026 OMERS ADMINISTRATION Corp8,973$555K0.0%N/A0.001%
5/15/2026 44 Wealth Management LLC24,366$1.51M0.5%-0.9%0.003%
5/15/2026 Bradley Foster & Sargent Inc. CT28,710$1.78M0.0%-2.7%0.003%
5/15/2026 Lombard Odier Asset Management Switzerland SA105,290$6.51M0.2%+36.9%0.012%
5/15/2026 Waverly Advisors LLC98,748$6.11M0.0%+1.9%0.011%
5/15/2026 London Co. of Virginia6,943,525$429.25M2.6%+45.3%0.790%
5/15/2026 Wealth Alliance LLC6,411$396K0.0%-14.4%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund53,634$3.32M0.0%+58.8%0.006%
5/14/2026 Dai ichi Life Insurance Company Ltd95,333$5.89M0.2%-8.6%0.011%
5/14/2026 Gabelli Funds LLC416,300$25.74M0.2%-0.2%0.047%
5/14/2026 Hilltop Holdings Inc.5,517$341K0.0%-61.0%0.001%
5/14/2026 Public Employees Retirement System of Ohio384,995$23.80M0.1%+1.2%0.044%
5/14/2026 Compound Planning Inc.11,521$712K0.0%-1.6%0.001%
5/14/2026 Wills Financial Group LLC73,521$4.61M1.9%-0.6%0.008%
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5/14/2026 Liberty One Investment Management LLC11,103$686K0.1%+11.8%0.001%
5/14/2026 Bank of Nova Scotia133,426$8.25M0.0%-1.4%0.015%
5/14/2026 Dickmeyer Boyce Financial Management Inc.8,946$553K0.3%N/A0.001%
5/14/2026 Sei Investments Co.606,699$37.51M0.0%+0.1%0.069%
5/13/2026 Cetera Investment Advisers361,632$22.36M0.0%+10.6%0.041%
5/13/2026 Icon Advisers Inc. Co.45,500$2.81M0.6%-49.5%0.005%
5/13/2026 NewEdge Wealth LLC78,653$4.86M0.1%+6.8%0.009%
5/13/2026 First Citizens Bank & Trust Co.3,907$242K0.0%N/A0.000%
5/13/2026 CI Investments Inc.24,284$1.50M0.0%+15.1%0.003%
5/13/2026 First Trust Advisors LP1,206,670$74.60M0.1%-25.5%0.137%
5/12/2026 Magellan Asset Management Ltd2,777,633$171.71M2.2%-1.3%0.316%
5/12/2026 Westpac Banking Corp20,887$1.29M0.1%+1.5%0.002%
5/12/2026 CacheTech Inc.13,240$819K0.2%+54.5%0.002%
5/12/2026 ABN Amro Investment Solutions43,411$2.68M0.0%+20.2%0.005%
5/8/2026 PNC Financial Services Group Inc.1,003,510$62.04M0.0%+2.0%0.114%
5/8/2026 Oslo Pensjonsforsikring AS7,220$446K0.1%N/A0.001%
5/8/2026 Andra AP fonden186,889$11.55M0.1%+682.2%0.021%
5/8/2026 Atlantic Private Wealth LLC2,713$168K0.1%+239.1%0.000%
5/8/2026 Glenview 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%
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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%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,566 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 1,358 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: Norges Bank ($30.00M), Wellington Management Group LLP ($18.38M), Vanguard Group Inc. ($18.26M), Capital Research Global Investors ($14.99M), State Street Corp ($4.96M), Hotchkis & Wiley Capital Management LLC ($3.97M), and London Co. of Virginia ($3.94M).

Institutional investors have bought a total of 114,586,113 shares in the last 24 months. This purchase volume represents approximately $6.74B in transactions.

Of the 644 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), Pictet Asset Management Holding SA ($3.06M), Royal Bank of Canada ($2.89M), 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 50,746,874 shares in the last 24 months. This volume of shares sold represents approximately $2.99B in transactions.



This page (NYSE:D) was last updated on 5/29/2026 by MarketBeat.com Staff.
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