D Dominion Energy, Inc.
Dominion Energy, Inc. (D) Institutional Ownership
What the institutions did with D last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Central Pacific Bank - Trust Division | 62.7K | 46.3% |
| CX Institutional | 11.4K | 8.4% |
| ROCKLAND TRUST CO | 9.8K | 7.2% |
| EASTERN BANK | 7.7K | 5.7% |
| PRIVATE CLIENT SERVICES, LLC | 6.6K | 4.9% |
| Versant Capital Management, Inc | 5.5K | 4.1% |
| Boltwood Capital Management | 4.1K | 3.0% |
| PARK NATIONAL CORP /OH/ | 4.1K | 3.0% |
| Violich Capital Management, Inc. | 4.1K | 3.0% |
| TOMPKINS FINANCIAL CORP | 4.0K | 2.9% |
| MassMutual Private Wealth & Trust, FSB | 3.8K | 2.8% |
| Heartwood Wealth Advisors LLC | 3.4K | 2.5% |
| Rosenberg Matthew Hamilton | 3.1K | 2.3% |
| BURKETT FINANCIAL SERVICES, LLC | 1.7K | 1.2% |
| Planning Strategies Inc. | 1.3K | 1.0% |
| Coastline Trust Co | 972 | 0.7% |
| Hickory Point Bank & Trust | 500 | 0.4% |
| Gladwyn Financial Advisors, Inc. | 412 | 0.3% |
| ACIMA PRIVATE WEALTH, LLC | 213 | 0.2% |
| Polaris Financial Partners | 55 | 0.0% |
| Roxbury Financial LLC | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 8.1K | 11.4K | +3.3K |
| Marotta Asset Management | Sold Out | 3.3K | 0 | -3.3K |
| Central Pacific Bank - Trust Division | Reduced | 63.7K | 62.7K | -1.0K |
| Heartwood Wealth Advisors LLC | Reduced | 4.2K | 3.4K | -800 |
| Versant Capital Management, Inc | Increased | 4.9K | 5.5K | +656 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.0K | 3.8K | -261 |
| Rosenberg Matthew Hamilton | Reduced | 3.2K | 3.1K | -124 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 6.7K | 6.6K | -67 |
| Boltwood Capital Management | Increased | 4.1K | 4.1K | +25 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 1.7K | 1.7K | +17 |
| Gladwyn Financial Advisors, Inc. | Increased | 408 | 412 | +4 |
| Planning Strategies Inc. | Increased | 1.3K | 1.3K | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.