Who Owns DOMINION ENERGY INC (HELO)? -- Institutional Holders (2026-06-30)

416 institutions reported holding $3.14B of DOMINION ENERGY INC (HELO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($244.3M), Forvis Mazars Wealth Advisors, LLC ($224.8M), Bank of New York Mellon Corp ($159.5M), BANK OF AMERICA CORP /DE/ ($157.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($127.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$244.3M	3.6M	Added
2	Forvis Mazars Wealth Advisors, LLC	$224.8M	3.3M	Added
3	Bank of New York Mellon Corp	$159.5M	2.4M	Added
4	BANK OF AMERICA CORP /DE/	$157.5M	2.3M	Trimmed
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$127.7M	1.9M	Added
6	RAYMOND JAMES FINANCIAL INC	$126.8M	1.9M	Added
7	ENVESTNET ASSET MANAGEMENT INC	$116.8M	1.7M	Trimmed
8	Cetera Investment Advisers	$113.5M	1.7M	Added
9	AMERIPRISE FINANCIAL INC	$82.7M	1.2M	Added
10	OSAIC HOLDINGS, INC.	$75.7M	1.1M	Trimmed
11	HighTower Advisors, LLC	$69.7M	1.0M	Added
12	UBS Group AG	$59.4M	878,512	Trimmed
13	Focus Partners Wealth	$55.7M	824,518	Added
14	RWA WEALTH PARTNERS, LLC	$51.6M	763,321	Added
15	Peterson Wealth Advisors, LLC	$49.5M	732,936	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$47.0M	694,764	Trimmed
17	CGC Financial Services, LLC	$44.9M	664,952	Trimmed
18	Taylor Securities Services, Inc.	$40.9M	605,044	Trimmed
19	MML INVESTORS SERVICES, LLC	$37.5M	554,895	Added
20	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$35.4M	523,484	Added
21	Royal Bank of Canada	$34.2M	505,473	Trimmed
22	JPMORGAN CHASE & CO	$34.1M	505,952	Trimmed
23	Cambridge Investment Research Advisors, Inc.	$33.1M	489,423	Added
24	STIFEL FINANCIAL CORP	$29.3M	433,529	Trimmed
25	Private Advisor Group, LLC	$28.0M	414,322	Added

Source: SEC Form 13F filings · as of 2026-06-30