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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,553 | $48.6B |
| Q1 2026 | 1,487 | $43.0B |
| Q4 2025 | 1,453 | $42.5B |
| Q3 2025 | 1,412 | $42.6B |
| Q2 2025 | 1,351 | $39.3B |
| Q1 2025 | 1,407 | $37.0B |
| Q4 2024 | 1,375 | $35.0B |
| Q3 2024 | 1,355 | $37.2B |
| Q2 2024 | 1,278 | $31.1B |
| Q1 2024 | 1,226 | $31.2B |
| Q4 2023 | 1,239 | $28.7B |
| Q3 2023 | 1,207 | $27.4B |
| Q2 2023 | 1,287 | $31.1B |
| Q1 2023 | 1,328 | $33.0B |
| Q4 2022 | 1,431 | $35.7B |
| Q3 2022 | 1,443 | $40.8B |
| Q2 2022 | 1,520 | $46.5B |
| Q1 2022 | 1,543 | $47.7B |
| Q4 2021 | 1,489 | $43.6B |
| Q3 2021 | 1,379 | $39.7B |
| Q2 2021 | 1,439 | $39.6B |
| Q1 2021 | 1,455 | $40.9B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 230 | $12.9K | 0.00% | −21−8.4% | Reduced |
| Pingora Partners LLC | 235 | $13.2K | 0.01% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 235 | $13.2K | 0.00% | +235 | New |
| Garde Capital, Inc. | 242 | $13.6K | 0.00% | +242 | New |
| Vermillion & White Wealth Management Group, LLC | 243 | $13.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 269 | $14.3K | 0.00% | +36+15.5% | Added |
| NewSquare Capital LLC | 256 | $14.4K | 0.00% | +227+782.8% | Added |
| Hurley Capital, LLC | 265 | $14.9K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $15.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $15.0K | 0.01% | −207−43.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 273 | $15.3K | 0.01% | +273 | New |
| Miller Wealth Advisors, LLC | 280 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 282 | $15.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 282 | $15.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 282 | $15.9K | 0.01% | +97+52.4% | Added |
| Morse Asset Management, Inc | 299 | $16.8K | 0.00% | −255−46.0% | Reduced |
| ESL Trust Services, LLC | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 304 | $17.0K | 0.02% | +15+5.2% | Added |
| S&T Bank | 308 | $17.3K | 0.01% | +46+17.6% | Added |
| Bangor Savings Bank | 310 | $17.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 313 | $17.6K | 0.00% | −206−39.7% | Reduced |
| Sierra Ocean, LLC | 314 | $17.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $17.8K | 0.00% | −10−3.0% | Reduced |
| Gables Capital Management Inc. | 320 | $17.9K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 326 | $18.3K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 331 | $18.6K | 0.10% | +331 | New |
| Roxbury Financial LLC | 332 | $18.8K | 0.02% | +3+0.9% | Added |
| CGC Financial Services, LLC | 339 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 352 | $19.7K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $19.9K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 360 | $20.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 360 | $20.2K | 0.01% | −13−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 360 | $20.2K | 0.00% | +246+215.8% | Added |
| Costello Asset Management, INC | 361 | $20.3K | 0.01% | +361 | New |
| American National Bank | 382 | $21.4K | 0.00% | −100−20.7% | Reduced |
| New England Capital Financial Advisors LLC | 402 | $22.6K | 0.01% | +402 | New |
| Cape Investment Advisory, Inc. | 418 | $23.4K | 0.01% | −53−11.3% | Reduced |
| Missouri Trust & Investment Co | 425 | $23.8K | 0.01% | −400−48.5% | Reduced |
| MCF Advisors LLC | 426 | $23.9K | 0.00% | +25+6.2% | Added |
| Dynamic Wealth Strategies, LLC | 426 | $23.9K | 0.02% | +426 | New |
| Johnson Financial Group, Inc. | 446 | $25.0K | 0.00% | −91−16.9% | Reduced |
| Private Wealth Asset Management, LLC | 454 | $25.5K | 0.00% | +454 | New |
| Frazier Financial Advisors, LLC | 457 | $25.6K | 0.02% | −106−18.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $25.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 463 | $26.0K | 0.02% | −38−7.6% | Reduced |
| Monetary Management Group Inc | 479 | $26.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 486 | $27.3K | 0.00% | +486 | New |
| Semmax Financial Advisors Inc. | 497 | $27.4K | 0.01% | +8+1.6% | Added |
| Park Place Capital Corp | 499 | $28.0K | 0.01% | −252−33.6% | Reduced |
| Roble, Belko & Company, Inc | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $28.0K | 0.01% | +500 | New |
| Gen-Wealth Partners Inc | 502 | $28.1K | 0.01% | −99−16.5% | Reduced |
| Rise Advisors, LLC | 531 | $29.8K | 0.01% | −103−16.2% | Reduced |
| Navigoe, LLC | 550 | $30.0K | 0.03% | 00.0% | Unchanged |
| DAGCO, Inc. | 548 | $30.7K | 0.01% | +548 | New |
| Foster Dykema Cabot & Partners, LLC | 550 | $30.8K | 0.00% | −78−12.4% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $31.2K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 575 | $32.2K | 0.00% | −282−32.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 585 | $32.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $32.9K | 0.01% | −17−2.8% | Reduced |
| Atticus Wealth Management, LLC | 593 | $33.3K | 0.01% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $33.6K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 601 | $33.7K | 0.00% | +601 | New |
| Antipodes Partners Ltd | 604 | $33.9K | 0.00% | +604 | New |
| Hemington Wealth Management | 609 | $34.0K | 0.01% | +73+13.6% | Added |
| Center for Financial Planning, Inc. | 641 | $35.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 647 | $36.3K | 0.02% | +5+0.8% | Added |
| Capital Advisors, Ltd. LLC | 670 | $38.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 693 | $38.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 681 | $39.0K | 0.03% | −823−54.7% | Reduced |
| Decker Retirement Planning Inc. | 724 | $40.6K | 0.03% | −910−55.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 729 | $40.9K | 0.02% | +209+40.2% | Added |
| Kimelman & Baird, LLC | 730 | $40.9K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 745 | $41.8K | 0.03% | −409−35.4% | Reduced |
| McClarren Financial Advisors, Inc. | 56 | $43.0K | 0.03% | −712−92.7% | Reduced |
| Archer Investment Corp | 778 | $43.6K | 0.01% | +434+126.2% | Added |
| Peoples Bank | 780 | $43.7K | 0.03% | +140+21.9% | Added |
| Oakworth Capital, Inc. | 781 | $43.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 785 | $44.0K | 0.00% | +5+0.6% | Added |
| Atlantic Private Wealth, LLC | 800 | $44.9K | 0.03% | +500+166.7% | Added |
| Briaud Financial Planning, Inc | 819 | $45.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 823 | $46.1K | 0.00% | +541+191.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $48.8K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 895 | $50.2K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 898 | $50.3K | 0.02% | +2+0.2% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $50.5K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $50.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 915 | $51.3K | 0.01% | +377+70.1% | Added |
| SWAN Capital LLC | 922 | $51.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 930 | $52.0K | 0.00% | −1−0.1% | Reduced |
| Gleason Group, Inc. | 949 | $53.2K | 0.01% | +12+1.3% | Added |
| Byrne Asset Management LLC | 950 | $53.3K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 961 | $54.4K | 0.01% | −326−25.3% | Reduced |
| Webster Bank, N. A. | 979 | $54.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $56.1K | 0.00% | 00.0% | Unchanged |