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Dominion Energy (D) Institutional Ownership

Dominion Energy logo
$70.72 +0.45 (+0.63%)
Closing price 07/28/2026 03:59 PM Eastern
Extended Trading
$71.42 +0.71 (+1.00%)
As of 04:13 AM 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)
926
Total
Institutional Inflows
(last 12 months)
$6.74B
Number of
Institutional Sellers
(last 12 months)
617
Total
Institutional Outflows
(last 12 months)
$2.96B
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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
7/29/2026Axxcess Wealth Management LLC28,802$1.97M0.0%N/A0.003%
7/29/2026Campion Asset Management4,851$331K0.2%+5.1%0.001%
7/28/2026CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT117,000$7.99M0.4%N/A0.013%
7/28/2026A4 Wealth Advisors LLC6,739$460K0.3%-15.3%0.001%
7/28/2026Summit Wealth Group LLC Co.5,094$348K0.0%+13.4%0.001%
7/28/2026Atria Investments Inc69,489$4.75M0.0%+0.3%0.008%
7/28/2026Canal Capital Management LLC18,194$1.24M0.2%-13.2%0.002%
7/28/2026Lantern Wealth Advisors LLC4,850$331K0.2%+9.0%0.001%
7/28/2026Bull Street Advisors LLC28,263$1.93M0.9%+7.6%0.003%
7/28/2026Z3 Capital Partners LLC7,032$480K0.1%-2.7%0.001%
7/28/2026Kestra Private Wealth Services LLC40,172$2.74M0.0%-42.2%0.005%
7/28/2026Asset Management One Co. Ltd.388,738$26.55M0.1%+8.3%0.044%
7/28/2026Werba Rubin Papier Wealth Management4,344$297K0.0%N/A0.000%
7/28/2026Virginia Estate & Retirement Planning Advisors Inc.2,665$182K0.2%N/A0.000%
7/28/2026Whittier Trust Co. of Nevada Inc.11,212$783K0.0%-1.9%0.001%
7/28/2026 Florida Trust Wealth Management Co67,185$4.59M0.1%+51.6%0.008%
7/28/2026 Turtle Creek Wealth Advisors LLC4,648$317K0.0%+4.1%0.001%
7/28/2026 Allegiance Financial Group Advisory Services LLC3,634$248K0.0%N/A0.000%
7/28/2026 RWC Asset Management LLP419,724$28.66M1.1%-5.1%0.048%
7/27/2026 Pittenger & Anderson Inc.14,535$993K0.0%+18.3%0.002%
7/27/2026 Cambridge Investment Research Advisors Inc.256,353$17.51M0.0%-0.1%0.029%
7/27/2026 Leonteq Securities AG780$53K0.0%-79.7%0.000%
7/27/2026 Resonant Capital Advisors LLC4,811$329K0.0%+8.0%0.001%
7/12/2026 Ballast Inc.3,279$224K0.0%-5.6%0.000%
7/10/2026 Bank & Trust Co4,794$327K0.2%+25.4%0.001%
7/10/2026 Investors Research Corp7,865$537K0.1%+11.3%0.001%
7/10/2026 Whitener Capital Management Inc.19,267$1.32M0.3%+3.6%0.002%
7/10/2026 JFS Wealth Advisors LLC410$28K0.0%-61.7%0.000%
7/10/2026 Tema ETFs LLC13,576$927K0.0%+10.6%0.002%
7/10/2026 Fruth Investment Management5,124$349K0.1%-4.1%0.001%
7/10/2026 Stonekeep Investments LLC3,101$212K0.1%N/A0.000%
7/10/2026 Ausbil Investment Management Ltd67,899$4.60M2.0%N/A0.008%
7/10/2026 Generali Investments Management Co LLC24,974$1.71M0.4%-31.8%0.003%
7/10/2026 City Holding Co.18,084$1.24M0.1%+4.4%0.002%
7/10/2026 Salvus Wealth Management LLC18,361$1.25M0.7%-10.7%0.002%
7/10/2026 LVM Capital Management Ltd. MI8,980$613K0.1%N/A0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,833$672K0.1%-3.0%0.001%
7/10/2026 Wealthcare Advisory Partners LLC12,481$852K0.0%-35.9%0.001%
7/9/2026 First Bank & Trust4,827$330K0.0%+6.5%0.001%
7/9/2026 Centurion Wealth Management LLC5,258$359K0.1%-21.3%0.001%
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7/9/2026 Bay Rivers Group7,263$496K0.2%-8.8%0.001%
7/9/2026 Sapient Capital LLC3,983$272K0.0%-58.0%0.000%
7/9/2026 World Equity Group Inc.7,961$544K0.1%N/A0.001%
7/9/2026 Wealth Science Advisors LLC8,458$578K0.3%N/A0.001%
7/9/2026 Everhart Financial Group Inc.8,151$557K0.0%+2.5%0.001%
7/9/2026 Sax Wealth Advisors LLC12,180$832K0.0%+41.5%0.001%
7/9/2026 Everpar Advisors LLC3,320$227K0.1%N/A0.000%
7/9/2026 Avity Investment Management Inc.4,804$328K0.0%N/A0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.21,722$1.48M0.0%+25.2%0.002%
7/8/2026 Beacon Bank & Trust20,860$1.43M0.3%-7.1%0.002%
7/8/2026 Beacon Financial Strategies CORP480$33K0.0%+269.2%0.000%
7/8/2026 Chesley Taft & Associates LLC18,257$1.25M0.0%+6.5%0.002%
7/8/2026 Trust Point Inc.4,285$293K0.0%-9.8%0.000%
7/8/2026 First Heartland Consultants Inc.3,016$206K0.0%N/A0.000%
7/8/2026 Longboard Asset Management LP3,196$218K3.7%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC6,778$459K0.1%-2.2%0.001%
7/8/2026 Czech National Bank250,327$17.10M0.1%+7.6%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab479,440$32.74M0.3%+298.6%0.055%
7/8/2026 Assenagon Asset Management S.A.30,537$2.09M0.0%+15.6%0.003%
7/8/2026 Apella Capital LLC27,800$1.94M0.0%-1.6%0.003%
7/8/2026 Hardin Capital Partners LLC8,977$619K0.3%-3.2%0.001%
7/7/2026 Bill Few Associates Inc.75,728$5.17M1.1%+1.6%0.009%
7/7/2026 Dynamic Advisor Solutions LLC51,485$3.52M0.1%+1,453.6%0.006%
7/7/2026 Graves Light Lenhart Wealth Inc.25,108$1.72M0.2%-7.3%0.003%
7/7/2026 GAMMA Investing LLC34,393$2.35M0.1%+10.7%0.004%
7/7/2026 Central Pacific Bank Trust Division63,746$4.35M0.4%-1.2%0.007%
7/7/2026 Canandaigua National Bank & Trust Co.20,011$1.37M0.1%N/A0.002%
7/7/2026 Arlington Trust Co LLC500$34K0.0%+47.1%0.000%
7/7/2026 CoreCap Advisors LLC18,791$1.28M0.0%+16.1%0.002%
7/7/2026 Howard Financial Services LTD.4,268$291K0.0%+6.5%0.000%
7/6/2026 Private Client Services LLC6,677$456K0.1%+14.8%0.001%
7/6/2026 Meadowbrook Wealth Management LLC3,600$244K0.3%-22.6%0.000%
7/2/2026 Burkett Financial Services LLC1,663$114K0.0%-51.3%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB4,037$276K0.0%-3.4%0.000%
7/2/2026 Versant Capital Management Inc4,867$332K0.0%+31.2%0.001%
7/2/2026 KERR FINANCIAL PLANNING Corp954$65K0.1%+384.3%0.000%
7/2/2026 CX Institutional8,094$553K0.0%-15.9%0.001%
7/1/2026 Eastern Bank7,747$529K0.0%-8.8%0.001%
6/26/2026WealthPoint Financial LLC3,499$216K0.2%-4.3%0.000%
6/25/2026Hamilton Wealth LLC6,929$428K0.1%-52.6%0.001%
6/24/2026Redwood Investment Management LLC12,534$775K0.1%+4.8%0.001%
6/22/2026 Sapient Capital LLC9,479$586K0.0%+142.2%0.001%
6/18/2026Western Wealth Management LLC2,080$129K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.56,856$3.52M0.0%-50.6%0.006%
6/16/2026Steelhead Wealth Management LLC3,939$243K0.1%N/A0.000%
6/12/2026 S&A Financial Services Inc.4,198$260K0.2%N/A0.000%
6/3/2026Parallel Advisors LLC12,670$783K0.0%+2.9%0.001%
6/3/2026NewEdge Advisors LLC133,997$8.28M0.0%+6.8%0.015%
6/2/2026Optiver Holding B.V.399$25K0.0%-84.9%0.000%
6/2/2026Blue Edge Capital LLC17,527$1.08M0.1%+11.6%0.002%
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6/1/2026Keel Point LLC13,917$860K0.1%-8.9%0.002%
5/26/2026Glenmede Trust Co. NA110,965$6.86M0.0%-5.8%0.013%
5/21/2026CTC Alternative Strategies Ltd.5,200$321K0.7%N/A0.001%
5/20/2026Norris Financial Group LLC4,530$280K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC2,080$129K0.0%N/A0.000%
5/19/2026 Royal Fund Management LLC56,341$3.48M0.3%N/A0.006%
5/19/2026Bank of America Corp DE15,930,241$984.81M0.1%+15.7%1.811%
5/19/2026Hamilton Wealth LLC13,858$857K0.1%-5.3%0.002%
5/19/2026Edgestream Partners L.P.245,586$15.18M0.5%N/A0.028%
5/19/2026Kentucky Retirement Systems47,922$3.10M0.1%-10.6%0.005%


D Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,561 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 1,360 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 114,400,798 shares in the last 24 months. This purchase volume represents approximately $6.74B in transactions.

Of the 613 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 50,167,414 shares in the last 24 months. This volume of shares sold represents approximately $2.96B in transactions.


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This page (NYSE:D) was last updated on 7/29/2026 by MarketBeat.com Staff.
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