Institutional Investors Hold 79% of Dominion Energy's Shares, Implying Significant Influence

Tuesday, Jul 22, 2025 7:10 am ET1min read

Dominion Energy's (D) institutional ownership stands at 79%, with the top 16 shareholders holding 50% of the business. Institutional investors' substantial holdings imply significant influence over the company's share price. Ownership research and analyst forecasts can provide valuable insights into opportunities in the stock.

Institutional ownership plays a pivotal role in shaping the performance and direction of a company's stock. For Dominion Energy Inc. (NYSE: D), this influence is particularly pronounced. As of the latest 13F filing, institutional investors hold approximately 79% of the company's shares, with the top 16 shareholders owning 50% of the business [1].

Dominion Energy's substantial institutional ownership suggests a level of confidence among professional investors in the company's long-term prospects. The top shareholders include Formidable Asset Management LLC, which acquired 5,587 shares valued at approximately $313,000 in the first quarter [1]. Other notable investors include Kayne Anderson Rudnick Investment Management LLC, Orion Capital Management LLC, Park Square Financial Group LLC, and Navigoe LLC, among others.

Analyst ratings provide additional insights into Dominion Energy's stock. As of the latest reports, the company has a consensus rating of "Hold" and an average target price of $58.88 [1]. Morgan Stanley recently reduced its target price to $60.00 and set an "equal weight" rating, while JPMorgan Chase & Co. increased its target to $56.00 with an "underweight" rating. Argus raised Dominion Energy to a "hold" rating [1].

The company's financial performance has been steady, with earnings per share (EPS) of $0.93 for the quarter, beating analysts' estimates by $0.11. Dominion Energy's quarterly revenue was up 12.2% year-over-year, driven by increased demand in Virginia and South Carolina, and lower interest costs. The company's dividend yield stands at 4.7%, providing a attractive income stream for investors [2].

However, Dominion Energy faces challenges such as rising interest rates and heavy debt. The company's net debt-to-EBITDA ratio is 6.07x, which is higher than the sector average of 1.35x [2]. Despite these challenges, the company's regulated business model ensures steady earnings and dividends.

In conclusion, Dominion Energy's substantial institutional ownership and analyst ratings suggest a balanced view of the company's prospects. While there are challenges, the company's strong financial performance and attractive dividend yield make it an attractive investment for income-oriented investors.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-5587-shares-in-dominion-energy-inc-nysed-acquired-by-formidable-asset-management-llc-2025-07-21/
[2] https://finimize.com/content/d-asset-snapshot

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