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Livermore
ZHEN

Dominion Energy, Inc

D
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000715957

No open-market purchases or sales by Dominion Energy, Inc insiders were filed in the last 90 days; 1,553 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q1 2025

Institutional positions in Dominion Energy, Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,407
+61 vs. Q4 2024
Shares held
659.4M
+12.2M (+1.9%) vs. Q4 2024
Total value
$37.0B
+$2.10B (+6.0%) vs. Q4 2024
New holders
158
559 more added
Sold out
97
461 more reduced

29 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting D on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 1,407 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2025: $37.0B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2024.

Institutions holding D in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Valued Wealth Advisors LLC2$1140.00%−67−97.1%Reduced
Caitong International Asset Management Co., Ltd5$2800.00%−1,258−99.6%Reduced
Chesapeake Asset Management LLC5$2800.00%−5−50.0%Reduced
Dogwood Wealth Management LLC6$3360.00%+6New
West Branch Capital LLC6$3370.00%00.0%Unchanged
Perkins Coie Trust Co7$3920.00%+7New
HFM Investment Advisors, LLC7$3930.00%+7New
Parkworth Wealth Management, Inc.9$5050.00%00.0%Unchanged
Whipplewood Advisors, LLC50$5050.00%+41+455.6%Added
Heck Capital Advisors, LLC9$5050.00%+9New
Osterweis Capital Management Inc10$5610.00%+10New
TFC Financial Management13$7290.00%00.0%Unchanged
Fortis Group Advisors, LLC13$7290.00%00.0%Unchanged
Capital A Wealth Management, LLC13$7290.00%+5+62.5%Added
Marshall & Sterling Wealth Advisors Inc.14$7840.00%+14New
Raleigh Capital Management Inc.17$9290.00%−714−97.7%Reduced
Principia Wealth Advisory, LLC18$9410.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.18$1.01K0.00%−95−84.1%Reduced
Bay Harbor Wealth Management, LLC18$1.01K0.00%+18New
Stone House Investment Management, LLC20$1.12K0.00%+20New
TD Capital Management LLC21$1.18K0.00%+21New
Graney & King, LLC22$1.23K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC22$1.23K0.00%+22New
Halbert Hargrove Global Advisors, LLC25$1.38K0.00%+25New
NVWM, LLC26$1.46K0.00%+5+23.8%Added
Core Alternative Capital29$1.63K0.00%−120−80.5%Reduced
MPWM Advisory Solutions, LLC29$1.63K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC30$1.68K0.00%−15−33.3%Reduced
Horizon Financial Services, LLC31$1.74K0.00%+31New
Rialto Wealth Management, LLC31$1.74K0.00%+31New
Tidemark, LLC33$1.85K0.00%00.0%Unchanged
Global Trust Asset Management, LLC34$1.91K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC39$2.19K0.00%00.0%Unchanged
Transce3nd, LLC40$2.24K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC40$2.24K0.00%00.0%Unchanged
Binnacle Investments Inc41$2.30K0.00%+41New
Atlas Capital Advisors LLC42$2.35K0.00%00.0%Unchanged
Clark Wealth Partners42$2.35K0.00%+42New
Bradley & Co. Private Wealth Management, LLC44$2.47K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.46$2.58K0.00%00.0%Unchanged
Penserra Capital Management LLC69$3.00K0.00%−2,127−96.9%Reduced
Coston, McIsaac & Partners58$3.00K0.00%+1+1.8%Added
Fairscale Capital, LLC55$3.08K0.00%−72−56.7%Reduced
Thompson Investment Management, Inc.56$3.14K0.00%00.0%Unchanged
Cheviot Value Management, LLC64$3.48K0.00%+64New
Kozak & Associates, Inc.66$3.58K0.00%−24−26.7%Reduced
Raffa Wealth Management, LLC67$3.76K0.00%00.0%Unchanged
Arlington Trust Co LLC70$3.92K0.00%00.0%Unchanged
Accordant Advisory Group Inc71$3.98K0.00%00.0%Unchanged
Creekmur Asset Management LLC72$4.04K0.00%+72New
Signature Resources Capital Management, LLC86$4.82K0.00%00.0%Unchanged
Ameriflex Group, Inc.87$4.88K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC88$4.93K0.00%00.0%Unchanged
WPG Advisers, LLC90$5.05K0.00%+76+542.9%Added
Uniplan Investment Counsel, Inc.92$5.21K0.00%+92New
Rakuten Securities, Inc.95$5.33K0.00%−263−73.5%Reduced
SJS Investment Consulting Inc.99$5.55K0.00%+1+1.0%Added
Richards, Merrill & Peterson, Inc.100$5.61K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$5.61K0.00%00.0%Unchanged
Vision Financial Markets LLC100$5.61K0.01%+100New
Flaharty Asset Management, LLC100$5.61K0.00%+100New
Investment Management Corp101$5.67K0.01%+1+1.0%Added
ROSS\JOHNSON & Associates LLC105$5.89K0.10%+105New
WealthCollab, LLC108$6.06K0.00%+108New
Fortitude Family Office, LLC111$6.22K0.00%−2,539−95.8%Reduced
Greenline Partners, LLC124$6.95K0.00%+124New
Ogorek Anthony Joseph140$7.00K0.00%+140New
First Pacific Financial128$7.18K0.00%+128New
Accent Capital Management, LLC143$8.02K0.00%+143New
Activest Wealth Management146$8.19K0.00%+138+1,725.0%Added
Newton One Investments LLC146$8.21K0.00%+1+0.7%Added
Anfield Capital Management, LLC147$8.24K0.00%00.0%Unchanged
Barrett & Company, Inc.150$8.41K0.00%00.0%Unchanged
Trust Co150$8.41K0.00%00.0%Unchanged
Ossiam152$8.52K0.00%−229,604−99.9%Reduced
Asset Dedication, LLC153$8.58K0.00%00.0%Unchanged
Nemes Rush Group LLC154$8.63K0.00%00.0%Unchanged
Security National Bank159$8.91K0.00%00.0%Unchanged
Kennebec Savings Bank160$8.97K0.01%00.0%Unchanged
PSI Advisors, LLC162$9.08K0.00%00.0%Unchanged
Highline Wealth Partners LLC163$9.14K0.00%+21+14.8%Added
True Wealth Design, LLC166$9.29K0.00%+96+137.1%Added
Ramirez Asset Management, Inc.166$9.31K0.00%00.0%Unchanged
Pacific Center for Financial Services168$9.42K0.00%−332−66.4%Reduced
FSA Wealth Management LLC187$10.5K0.00%00.0%Unchanged
Dunhill Financial, LLC195$10.9K0.00%−18−8.5%Reduced
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
Avion Wealth213$11.0K0.00%00.0%Unchanged
West Paces Advisors Inc.197$11.0K0.00%00.0%Unchanged
Albion Financial Group200$11.2K0.00%−558−73.6%Reduced
Operose Advisors LLC200$11.2K0.00%−110−35.5%Reduced
BOK Financial Private Wealth, Inc.200$11.2K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$11.2K0.01%00.0%Unchanged
GoalVest Advisory LLC203$11.4K0.00%+3+1.5%Added
Westside Investment Management, Inc.210$11.8K0.00%00.0%Unchanged
Creative Financial Designs Inc213$11.9K0.00%+2+0.9%Added
Perritt Capital Management Inc215$12.1K0.01%00.0%Unchanged
Winch Advisory Services, LLC216$12.1K0.00%+1+0.5%Added
Abound Wealth Management217$12.2K0.00%−59−21.4%Reduced
McIlrath & Eck, LLC230$12.9K0.00%00.0%Unchanged