HolderBook

DOMINION ENERGY INC (D)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

75
Reporting holders
$70.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,484
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Oak Grove Capital LLC$17.3M286,2830.78%8qHELD
TOTH FINANCIAL ADVISORY CORP$9.7M160,9730.97%32q-2.2%-$218.7K
Farther Finance Advisors, LLC$5.0M82,6840.04%16q+62.9%+$1.9M
Bill Few Associates, Inc.$4.6M76,7510.96%20q+1.4%+$61.9K
Ausbil Investment Management Ltd$4.1M67,8992.07%2qHELD
Central Pacific Bank - Trust Division$3.8M62,7210.40%11q-1.6%-$62.0K
GAMMA Investing LLC$2.1M34,9510.07%12q+1.6%+$33.8K
Apella Capital, LLC$1.9M30,8980.02%10q+11.1%+$190.6K
Graves Light Lenhart Wealth, Inc.$1.3M22,0680.13%32q-12.1%-$184.0K
CoreCap Advisors, LLC$1.3M20,6750.04%12q+10.0%+$114.0K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.0M17,1250.09%20q-14.4%-$174.7K
Dominguez Wealth Management Solutions, Inc.$949.2K15,6840.53%16q+7.2%+$64.1K
Wedmont Private Capital$898.9K14,5570.02%12q+22.1%+$162.8K
Legacy Wealth Asset Management, LLC$753.9K12,4570.17%17qHELD
ABLES, IANNONE, MOORE & ASSOCIATES, INC.$741.2K12,2480.38%12qHELD
Venture Visionary Partners LLC$682.3K11,2730.02%24q-0.6%-$4.4K
CHICKASAW CAPITAL MANAGEMENT LLC$658.0K10,8720.02%32qHELD
Valeo Financial Advisors, LLC$656.8K10,8530.01%28q-8.7%-$62.5K
Dickmeyer Boyce Financial Management, Inc.$654.4K10,8130.33%3qHELD
ROCKLAND TRUST CO$592.3K9,7870.02%5qHELD
Hardin Capital Partners, LLC$543.3K8,9770.27%10qHELD
ARMSTRONG ADVISORY GROUP, INC$515.5K8,5180.03%16q-1.7%-$9.0K
Wealth Science Advisors LLC$496.7K8,2080.21%2q-3.0%-$15.1K
SAPIENT CAPITAL LLC$475.3K7,8540.01%9q-1.4%-$6.8K
Investors Research Corp$475.0K7,8480.08%31qHELD
EASTERN BANK$468.8K7,7470.01%9qHELD
RVW Wealth, LLC$467.5K7,7250.03%21qHELD
Everhart Financial Group, Inc.$460.1K7,6030.03%5q-6.7%-$33.2K
Castle Rock Wealth Management, LLC$421.9K6,8050.08%5qHELD
PRIVATE CLIENT SERVICES, LLC$400.0K6,6100.11%9q-1.0%-$4.1K
Hummer Financial Advisory Services Inc$363.2K6,0010.24%28qHELD
Bullock Wealth Management Group$349.1K5,7450.14%11q+1.4%+$5.0K
Allen Mooney & Barnes Investment Advisors LLC$345.4K5,7080.05%19qHELD
Versant Capital Management, Inc$334.3K5,5230.03%32q+13.5%+$39.7K
HF Advisory Group, LLC$318.7K5,2660.09%16q+2.7%+$8.4K
RFG - Bristol Wealth Advisors, LLC$310.6K5,1330.07%8q-4.5%-$14.6K
Sound Income Strategies, LLC$308.9K5,0020.01%32q+41.9%+$91.3K
Longview Financial Advisors, Inc.$302.4K4,9960.17%12qHELD
Bank & Trust Co$290.1K4,7940.18%10qHELD
Investment Partners Asset Management, Inc.$286.2K4,7290.15%12qHELD
Boltwood Capital Management$247.5K4,0900.06%32q+0.6%+$1.5K
PARK NATIONAL CORP /OH/$245.5K4,0570.01%32qHELD
Violich Capital Management, Inc.$245.4K4,0550.03%32qHELD
TOMPKINS FINANCIAL CORP$240.3K3,9700.02%31qHELD
Bath Savings Trust Co$235.4K3,8890.02%2q-4.1%-$10.0K
MassMutual Private Wealth & Trust, FSB$228.5K3,7760.01%32q-6.5%-$15.8K
AVITY INVESTMENT MANAGEMENT INC.$224.2K3,7040.01%2q-22.9%-$66.6K
DECISION INVESTMENTS, INC$221.3K3,6560.20%4qHELD
M.E. ALLISON & CO., INC.$219.7K3,6300.12%6qHELD
Gradient Investments LLC$210.4K3,4770.00%newNEW
David J Yvars Group$206.9K3,4190.10%5qHELD
Heartwood Wealth Advisors LLC$203.9K3,3690.02%3q-19.2%-$48.4K
NORTH POINT PORTFOLIO MANAGERS CORP/OH$202.7K3,3500.03%3qHELD
Rosenberg Matthew Hamilton$186.6K3,0840.03%27q-3.9%-$7.5K
BURKETT FINANCIAL SERVICES, LLC$101.7K1,6800.03%12q+1.0%+$1.0K
Grove Bank & Trust$95.6K1,5790.01%32qHELD
Planning Strategies Inc.$81.0K1,3390.05%2qHELD
Bangor Savings Bank$64.2K1,0610.00%18qHELD
ATWOOD & PALMER INC$60.5K1,0000.00%32qHELD
Coastline Trust Co$58.8K9720.01%9qHELD
Byrne Asset Management LLC$36.8K6050.02%20qHELD
Hickory Point Bank & Trust$30.3K5000.02%3qHELD
MJT & Associates Financial Advisory Group, Inc.$30.3K5000.02%7q-80.0%-$121.0K
Gladwyn Financial Advisors, Inc.$25.0K4120.02%6q+1.0%
Trust Co$15.3K2520.00%19qHELD
ACIMA PRIVATE WEALTH, LLC$12.9K2130.00%6qHELD
Mn Services Vermogensbeheer B.V.$8.6K142,4000.06%31qHELD
Marquette Asset Management, LLC$8.6K1420.00%5qHELD
Wealth Enhancement Trust Services, Inc.$7.3K1200.00%4q-41.5%-$5.1K
ELEVATION WEALTH PARTNERS, LLC$4.4K730.00%5q-35.4%-$2.4K
Bank of New Hampshire$3.0K500.00%22q-54.5%-$3.6K
AMERICAN NATIONAL BANK & TRUST$2.2K370.00%newNEW
Retirement Wealth Solutions LLC$1.6K270.00%5q+92.9%
Davis Capital Management$1.5K240.00%5qHELD
GILPIN WEALTH MANAGEMENT, LLC$1.2K200.00%newNEW
CX Institutional$68911,3850.02%16q+40.7%
Roxbury Financial LLC$6110.00%8qHELD
Polaris Financial Partners$3550.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/AWellington Management Group LLPwith 2 co-filers4.6%
2026-08-1213G/ACapital Research Global Investors8.4%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202675$70.5M1,164,497315210.0%
Q2 20261,559$53.5B775,414,6241695384681.1%
Q1 20261,493$43.9B703,342,4171395594241.1%
Q4 20251,465$43.3B729,033,996984894691.3%
Q3 20251,432$44.9B726,298,4011495233981.0%
Q2 20251,374$40.2B701,719,288895074271.4%
Q1 20251,422$37.5B659,866,5681435074261.3%
Q4 20241,386$36.3B664,418,831844574811.3%
Q3 20241,365$40.2B684,203,2851524574671.3%
Q2 20241,285$33.6B677,747,8231194124771.3%
Q1 20241,236$33.7B672,479,2281014404611.9%
Q4 20231,249$30.4B633,520,918903145792.0%
Q3 20231,210$28.0B616,718,674633745001.7%
Q2 20231,286$31.6B600,442,748714455081.6%
Q1 20231,328$34.7B610,252,065785094561.3%
Q4 20221,434$36.7B588,671,4241154475651.7%
Q3 20221,446$41.5B591,633,572715574181.4%
Q2 20221,524$47.0B582,356,101935514621.1%
Q1 20221,552$48.5B562,136,5581425265001.5%
Q4 20211,496$44.3B557,127,471934675221.3%
Q3 20211,381$40.1B543,776,638544974931.1%
Q2 20211,445$40.0B538,664,213784875111.0%
Q1 20211,458$41.3B538,974,360994856010.9%
Q4 20201,476$40.4B531,058,304914485481.1%
Q3 20201,420$44.2B553,415,139964335871.2%
Q2 20201,440$46.6B568,633,6631234925111.2%
Q1 20201,405$41.3B567,297,6021014885320.9%
Q4 20191,472$47.9B574,363,508985024380.7%
Q3 20191,345$45.0B550,368,838905703831.0%
Q2 20191,324$42.0B532,331,497765413842.0%
Q1 20191,340$40.1B519,568,2461446872800.8%
Q4 20181,265$34.8B482,975,7131118210.8%