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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 3,500 | $196.2K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,575 | $200.4K | 0.04% | +3,575 | New |
| Klingman & Associates, LLC | 3,583 | $200.9K | 0.01% | +3,583 | New |
| Founders Grove Wealth Partners, LLC | 3,590 | $201.3K | 0.06% | +3,590 | New |
| R Squared Ltd | 3,600 | $201.9K | 0.22% | −1,500−29.4% | Reduced |
| GeoWealth Management, LLC | 3,602 | $202.0K | 0.01% | −900−20.0% | Reduced |
| David Loasby | 3,919 | $203.5K | 0.02% | −309−7.3% | Reduced |
| Howard Capital Management Group, LLC | 3,635 | $203.8K | 0.02% | +3,635 | New |
| Sandbox Financial Partners, LLC | 3,656 | $205.0K | 0.07% | +3,656 | New |
| Sound View Wealth Advisors Group, LLC | 3,672 | $205.9K | 0.02% | −695−15.9% | Reduced |
| Hunter Associates Investment Management LLC | 3,688 | $206.0K | 0.03% | +3,688 | New |
| Nalls Sherbakoff Group, LLC | 3,675 | $206.1K | 0.17% | +3,675 | New |
| RIA Advisory Group LLC | 3,678 | $206.2K | 0.07% | +3,678 | New |
| Widmann Financial Services, Inc. | 3,691 | $207.0K | 0.16% | +3,691 | New |
| Westover Capital Advisors, LLC | 3,700 | $207.5K | 0.05% | +3,700 | New |
| Optimum Investment Advisors | 3,700 | $207.5K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,725 | $208.9K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,728 | $209.0K | 0.00% | −817−18.0% | Reduced |
| Farmers National Bank | 3,730 | $209.1K | 0.06% | +3,730 | New |
| DRW Securities, LLC | 3,733 | $209.3K | 0.02% | +3,733 | New |
| KFA Private Wealth Group, LLC | 3,735 | $209.4K | 0.07% | +3,735 | New |
| Journey Strategic Wealth LLC | 3,741 | $209.8K | 0.01% | +3,741 | New |
| D.B. Root & Company, LLC | 3,756 | $210.6K | 0.07% | +9+0.2% | Added |
| Evercore Wealth Management, LLC | 3,762 | $210.9K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,774 | $211.6K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 3,779 | $211.9K | 0.03% | +58+1.6% | Added |
| Somerset Trust Co | 3,781 | $212.0K | 0.08% | +3,781 | New |
| Dudley Capital Management, LLC | 3,788 | $212.4K | 0.11% | −673−15.1% | Reduced |
| Barnes Wealth Management Group, Inc | 3,801 | $213.1K | 0.14% | +3,801 | New |
| Syon Capital LLC | 3,815 | $213.9K | 0.02% | +3,815 | New |
| North Star Investment Management Corp. | 3,837 | $215.1K | 0.02% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 3,841 | $215.4K | 0.07% | −251−6.1% | Reduced |
| Sapient Capital LLC | 3,845 | $215.6K | 0.00% | −137−3.4% | Reduced |
| Bogart Wealth, LLC | 3,851 | $215.9K | 0.01% | −7−0.2% | Reduced |
| Boston Family Office LLC | 3,850 | $216.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,868 | $216.9K | 0.03% | −20−0.5% | Reduced |
| Welch & Forbes LLC | 3,870 | $217.0K | 0.00% | −100−2.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,056 | $218.5K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,898 | $218.5K | 0.05% | −2,542−39.5% | Reduced |
| Change Path, LLC | 3,905 | $219.0K | 0.01% | +3,905 | New |
| Sheaff Brock Investment Advisors, LLC | 3,915 | $219.5K | 0.02% | +3,915 | New |
| Summit Financial, LLC | 3,921 | $219.8K | 0.01% | +3,921 | New |
| Prossimo Advisors, LLC | 3,932 | $220.0K | 0.17% | +3,932 | New |
| Keel Point, LLC | 3,926 | $220.1K | 0.02% | +3,926 | New |
| Searle & Co. | 3,937 | $220.7K | 0.06% | 00.0% | Unchanged |
| Ballast, Inc. | 3,938 | $220.8K | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,940 | $220.9K | 0.00% | +1,443+57.8% | Added |
| Ferguson Wellman Capital Management, Inc | 3,946 | $221.3K | 0.00% | +3,946 | New |
| Armor Investment Advisors, LLC | 3,947 | $221.3K | 0.09% | +3,947 | New |
| Hollow Brook Wealth Management LLC | 3,950 | $221.5K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,954 | $221.7K | 0.00% | −10−0.3% | Reduced |
| Eagle Strategies LLC | 3,969 | $222.5K | 0.04% | +210+5.6% | Added |
| Chicago Partners Investment Group LLC | 4,049 | $223.3K | 0.01% | −1,640−28.8% | Reduced |
| Balboa Wealth Partners | 3,984 | $223.4K | 0.05% | +3,984 | New |
| UMA Financial Services, Inc. | 3,984 | $223.4K | 0.04% | +21+0.5% | Added |
| First Citizens Bank & Trust Co | 3,996 | $224.1K | 0.01% | +3,996 | New |
| Gateway Investment Advisers LLC | 4,006 | $224.6K | 0.00% | +4,006 | New |
| MKT Advisors LLC | 4,424 | $224.9K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 4,024 | $225.6K | 0.05% | +4,024 | New |
| Inceptionr LLC | 4,041 | $226.6K | 0.07% | +4,041 | New |
| Tranquility Partners, LLC | 4,046 | $226.8K | 0.09% | +22+0.5% | Added |
| Alliance Wealth Advisors, LLC | 4,048 | $227.0K | 0.13% | −150−3.6% | Reduced |
| Old North State Trust, LLC | 4,206 | $227.0K | 0.14% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 4,060 | $227.6K | 0.16% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,070 | $228.2K | 0.00% | −446−9.9% | Reduced |
| CIBC World Markets Inc. | 4,080 | $228.8K | 0.00% | −69,238−94.4% | Reduced |
| Sax Wealth Advisors, LLC | 4,092 | $229.4K | 0.02% | +4,092 | New |
| Ifrah Financial Services, Inc. | 4,103 | $230.1K | 0.07% | −364−8.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,130 | $231.6K | 0.03% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,132 | $231.7K | 0.03% | +4,132 | New |
| Clearbridge Investments, LLC | 4,169 | $233.8K | 0.00% | +112+2.8% | Added |
| Boltwood Capital Management | 4,185 | $234.7K | 0.07% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 4,187 | $234.8K | 0.08% | 00.0% | Unchanged |
| David J Yvars Group | 4,208 | $235.9K | 0.19% | −87−2.0% | Reduced |
| Integrated Investment Consultants, LLC | 4,211 | $236.1K | 0.05% | +4,211 | New |
| Commonwealth Financial Services, LLC | 4,217 | $236.4K | 0.05% | +7+0.2% | Added |
| NorthStar Asset Management LLC | 4,218 | $236.5K | 0.15% | −34−0.8% | Reduced |
| MSH Capital Advisors LLC | 4,225 | $236.9K | 0.07% | +4,225 | New |
| Banco Santander, S.A. | 4,232 | $237.3K | 0.00% | +451+11.9% | Added |
| Heritage Wealth Management, Inc. | 4,235 | $237.5K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 4,254 | $238.5K | 0.15% | +34+0.8% | Added |
| Cahaba Wealth Management, Inc. | 4,275 | $239.7K | 0.02% | +100+2.4% | Added |
| Reliant Investment Partners, LLC | 4,283 | $240.1K | 0.24% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,295 | $241.0K | 0.17% | +50+1.2% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $241.9K | 0.05% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,317 | $242.0K | 0.09% | +23+0.5% | Added |
| Evoke Wealth, LLC | 4,318 | $242.1K | 0.01% | +4,318 | New |
| Jarislowsky, Fraser Ltd | 4,336 | $243.1K | 0.00% | −2,315−34.8% | Reduced |
| Intrust Bank NA | 4,350 | $243.9K | 0.02% | −1,477−25.3% | Reduced |
| Sterling Investment Counsel, LLC | 4,351 | $244.0K | 0.08% | +250+6.1% | Added |
| Register Financial Advisors LLC | 4,351 | $244.0K | 0.13% | +35+0.8% | Added |
| Trust Point Inc. | 4,362 | $244.6K | 0.02% | −1,611−27.0% | Reduced |
| Precedent Wealth Partners, LLC | 4,363 | $244.7K | 0.07% | −6,739−60.7% | Reduced |
| Tompkins Financial Corp | 4,370 | $245.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 4,378 | $245.5K | 0.01% | +125+2.9% | Added |
| Aspect Partners, LLC | 4,445 | $249.2K | 0.14% | +4+0.1% | Added |
| Alta Advisers Ltd | 4,461 | $250.1K | 0.11% | +4,461 | New |
| Independent Financial Group, LLC | 4,468 | $250.5K | 0.01% | +4,468 | New |
| Bank of New Hampshire | 4,470 | $250.6K | 0.07% | −3,275−42.3% | Reduced |
| Pure Financial Advisors, Inc. | 4,476 | $250.9K | 0.01% | +279+6.6% | Added |