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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 1,000 | $56.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,031 | $57.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,057 | $59.3K | 0.01% | +12+1.1% | Added |
| ORG Partners LLC | 1,062 | $59.7K | 0.01% | −78−6.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,076 | $60.4K | 0.01% | +12+1.1% | Added |
| Financial Management Professionals, Inc. | 1,092 | $61.3K | 0.01% | +53+5.1% | Added |
| Bank of Jackson Hole Trust | 1,092 | $61.8K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,109 | $62.2K | 0.01% | +10+0.9% | Added |
| American Capital Advisory, LLC | 1,113 | $62.4K | 0.03% | +5+0.5% | Added |
| Pinnacle Bancorp, Inc. | 1,117 | $62.6K | 0.02% | +30+2.8% | Added |
| Millstone Evans Group, LLC | 1,142 | $64.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,160 | $65.0K | 0.02% | −19−1.6% | Reduced |
| Strategic Investment Solutions, Inc. | 1,167 | $65.4K | 0.02% | +54+4.9% | Added |
| Private Wealth Management Group, LLC | 1,186 | $66.5K | 0.02% | +59+5.2% | Added |
| Zions Bancorporation, National Association | 1,198 | $67.2K | 0.00% | +1,198 | New |
| Parvin Asset Management, LLC | 1,200 | $67.3K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,232 | $69.1K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,258 | $70.5K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,261 | $70.7K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,272 | $71.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,340 | $75.2K | 0.01% | +15+1.1% | Added |
| Hopwood Financial Services, Inc. | 1,351 | $75.8K | 0.06% | −679−33.4% | Reduced |
| Simplex Trading, LLC | 1,386 | $77.0K | 0.00% | +1,386 | New |
| Sachetta, LLC | 1,381 | $77.4K | 0.03% | −612−30.7% | Reduced |
| FWL Investment Management, LLC | 1,390 | $77.9K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,415 | $79.0K | 0.01% | +14+1.0% | Added |
| Harbor Investment Advisory, LLC | 1,430 | $80.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,452 | $81.4K | 0.01% | +1,452 | New |
| von Borstel & Associates, Inc. | 1,465 | $82.0K | 0.02% | +1,465 | New |
| Carolinas Wealth Consulting LLC | 1,487 | $83.4K | 0.02% | −168−10.2% | Reduced |
| WealthTrak Capital Management LLC | 1,498 | $84.0K | 0.07% | +10+0.7% | Added |
| Piscataqua Savings Bank | 1,517 | $85.0K | 0.08% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $86.0K | 0.02% | +43+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,525 | $86.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,578 | $88.5K | 0.02% | +1,578 | New |
| Catalyst Capital Advisors LLC | 1,580 | $88.6K | 0.00% | −96−5.7% | Reduced |
| Winnow Wealth LLC | 1,582 | $88.7K | 0.08% | +8+0.5% | Added |
| Larson Financial Group LLC | 1,585 | $88.9K | 0.00% | +929+141.6% | Added |
| Silvant Capital Management LLC | 1,591 | $89.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,608 | $90.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,612 | $90.4K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,640 | $92.0K | 0.11% | +1,640 | New |
| Cornerstone Advisors, LLC | 1,700 | $95.3K | 0.00% | −36,000−95.5% | Reduced |
| Clear Street Markets LLC | 1,700 | $95.3K | 0.07% | −3,900−69.6% | Reduced |
| Sawyer & Company, Inc | 1,704 | $96.0K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,757 | $98.5K | 0.02% | +1,757 | New |
| City State Bank | 1,806 | $101.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,827 | $102.4K | 0.05% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,839 | $103.1K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,875 | $105.1K | 0.03% | +22+1.2% | Added |
| Avalon Trust Co | 1,887 | $105.8K | 0.01% | +1,547+455.0% | Added |
| Sentry Investment Management LLC | 2,116 | $108.0K | 0.07% | −1,347−38.9% | Reduced |
| Union Savings Bank | 1,945 | $109.0K | 0.05% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2,000 | $110.0K | 0.06% | +10+0.5% | Added |
| NBC Securities, Inc. | 1,963 | $110.0K | 0.01% | +1,962+196,200.0% | Added |
| First Financial Corp | 2,000 | $112.1K | 0.05% | −300−13.0% | Reduced |
| Washington Trust Advisors, Inc. | 2,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,000 | $112.1K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,003 | $112.3K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 2,062 | $115.6K | 0.11% | +2,062 | New |
| Duncker Streett & Co Inc | 2,135 | $119.7K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,176 | $122.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,198 | $123.2K | 0.05% | −350−13.7% | Reduced |
| Aventura Private Wealth, LLC | 2,242 | $125.7K | 0.07% | +11+0.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 2,250 | $126.2K | 0.12% | +2,250 | New |
| Crowley Wealth Management, Inc. | 2,380 | $133.4K | 0.13% | −2,630−52.5% | Reduced |
| Stonebridge Financial Group, LLC | 2,385 | $133.7K | 0.01% | +7+0.3% | Added |
| Burkett Financial Services, LLC | 2,412 | $135.2K | 0.06% | +29+1.2% | Added |
| Centerpoint Advisors, LLC | 2,430 | $136.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $136.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,432 | $136.4K | 0.00% | −832−25.5% | Reduced |
| Crews Bank & Trust | 2,469 | $138.4K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,493 | $139.8K | 0.01% | −309−11.0% | Reduced |
| S.A. Mason LLC | 2,498 | $140.1K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 2,628 | $147.4K | 0.07% | −1,981−43.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,628 | $147.4K | 0.02% | +875+49.9% | Added |
| Cromwell Holdings LLC | 2,666 | $149.5K | 0.10% | 00.0% | Unchanged |
| Motco | 2,685 | $150.5K | 0.02% | −184−6.4% | Reduced |
| Delta Asset Management LLC | 2,690 | $150.8K | 0.01% | −100−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 2,724 | $152.7K | 0.02% | −199−6.8% | Reduced |
| Kestra Investment Management, LLC | 2,748 | $154.1K | 0.00% | −797−22.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,749 | $154.1K | 0.04% | −24−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 2,793 | $156.6K | 0.04% | +2,793 | New |
| Quent Capital, LLC | 2,805 | $157.3K | 0.02% | −305−9.8% | Reduced |
| Richardson Financial Services Inc. | 2,825 | $158.4K | 0.12% | −30−1.1% | Reduced |
| Washington Trust Co | 2,862 | $160.5K | 0.01% | +10.0% | Added |
| Newman Dignan & Sheerar, Inc. | 2,900 | $162.6K | 0.04% | −1,400−32.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 2,900 | $162.6K | 0.07% | +2,900 | New |
| Mechanics Financial Corp | 3,000 | $168.2K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,165 | $168.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,055 | $171.3K | 0.01% | +116+3.9% | Added |
| SRS Capital Advisors, Inc. | 3,127 | $175.3K | 0.01% | +125+4.2% | Added |
| Cascades Capital Asset Management, LLC | 3,215 | $180.3K | 0.10% | +3,215 | New |
| CVA Family Office, LLC | 3,248 | $182.1K | 0.03% | +319+10.9% | Added |
| Front Row Advisors LLC | 3,266 | $183.1K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,328 | $186.6K | 0.02% | +91+2.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,352 | $187.9K | 0.08% | +228+7.3% | Added |
| William B. Walkup & Associates, Inc. | 3,408 | $191.1K | 0.12% | 00.0% | Unchanged |
| Bank & Trust Co | 3,424 | $192.0K | 0.16% | +2,323+211.0% | Added |
| Resources Management Corp | 3,464 | $194.0K | 0.03% | −835−19.4% | Reduced |