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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 4,503 | $252.4K | 0.08% | +14+0.3% | Added |
| Tower Bridge Advisors | 4,504 | $252.5K | 0.03% | −8−0.2% | Reduced |
| Second Half Financial Partners, LLC | 4,506 | $252.7K | 0.13% | −64−1.4% | Reduced |
| Greatmark Investment Partners, Inc. | 4,550 | $255.1K | 0.03% | +300+7.1% | Added |
| Clarus Wealth Advisors | 4,927 | $257.4K | 0.14% | +4,927 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $258.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,633 | $259.4K | 0.01% | +142+3.2% | Added |
| Intrua Financial, LLC | 4,654 | $261.0K | 0.04% | +9+0.2% | Added |
| First County Bank | 4,666 | $261.6K | 0.14% | −8,272−63.9% | Reduced |
| Verdence Capital Advisors LLC | 4,688 | $262.9K | 0.02% | +208+4.6% | Added |
| Shelton Capital Management | 4,701 | $263.6K | 0.01% | −127−2.6% | Reduced |
| Shell Asset Management Co | 4,703 | $264.0K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,729 | $265.2K | 0.21% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,733 | $265.4K | 0.02% | +490+11.5% | Added |
| Kinloch Capital, LLC | 4,739 | $265.7K | 0.13% | −31−0.6% | Reduced |
| Meridian Financial, LLC | 4,747 | $266.2K | 0.19% | +39+0.8% | Added |
| PDS Planning, Inc | 4,758 | $266.8K | 0.02% | +4,758 | New |
| Herold Advisors, Inc. | 4,760 | $266.9K | 0.06% | −153−3.1% | Reduced |
| Hall Capital Management Co Inc | 4,798 | $269.0K | 0.12% | −3,563−42.6% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $269.1K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,805 | $269.4K | 0.04% | +4,805 | New |
| Schmidt P J Investment Management Inc | 4,814 | $269.9K | 0.05% | +250+5.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,827 | $270.7K | 0.13% | +279+6.1% | Added |
| Dividend Assets Capital, LLC | 4,842 | $271.5K | 0.05% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,855 | $272.0K | 0.04% | −300−5.8% | Reduced |
| Whittier Trust Co | 4,852 | $272.0K | 0.00% | −195−3.9% | Reduced |
| Versant Capital Management, Inc | 4,857 | $272.3K | 0.05% | +2,131+78.2% | Added |
| Winton Group Ltd | 4,878 | $273.5K | 0.02% | +4,878 | New |
| Interchange Capital Partners, LLC | 4,897 | $274.6K | 0.08% | +16+0.3% | Added |
| Chesapeake Wealth Management | 4,930 | $276.5K | 0.10% | −59−1.2% | Reduced |
| Flynn Zito Capital Management, LLC | 4,945 | $277.3K | 0.13% | +45+0.9% | Added |
| Howard Capital Management Inc. | 4,946 | $277.3K | 0.01% | −1,976−28.5% | Reduced |
| Northwest Financial Advisors | 4,954 | $277.8K | 0.23% | +5+0.1% | Added |
| Summit Asset Management, LLC | 4,954 | $277.8K | 0.05% | −90−1.8% | Reduced |
| Terry L. Blaker | 4,958 | $278.0K | 0.01% | −2,056−29.3% | Reduced |
| PharVision Advisers, LLC | 4,960 | $278.1K | 0.39% | +4,960 | New |
| Citizens National Bank Trust Department | 4,973 | $278.8K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 4,992 | $279.9K | 0.10% | −1,206−19.5% | Reduced |
| Ostrum Asset Management | 4,995 | $280.1K | 0.01% | −132−2.6% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $280.7K | 0.24% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,007 | $280.7K | 0.00% | +116+2.4% | Added |
| Triad Wealth Partners, LLC | 5,030 | $282.0K | 0.09% | +5,030 | New |
| Colonial Trust Advisors | 5,078 | $284.7K | 0.03% | −86−1.7% | Reduced |
| Fiduciary Alliance LLC | 5,084 | $285.1K | 0.03% | −146−2.8% | Reduced |
| St Germain D J Co Inc | 5,109 | $286.5K | 0.01% | −1,513−22.8% | Reduced |
| Manske Wealth Management | 5,118 | $287.0K | 0.11% | +10.0% | Added |
| Compass Ion Advisors, LLC | 5,121 | $287.1K | 0.03% | −142−2.7% | Reduced |
| First Command Advisory Services, Inc. | 5,183 | $290.6K | 0.00% | −147−2.8% | Reduced |
| Private Trust Co NA | 5,183 | $290.6K | 0.03% | +393+8.2% | Added |
| Alpha Cubed Investments, LLC | 5,187 | $290.8K | 0.01% | −20.0% | Reduced |
| Bullock Wealth Management Group | 5,187 | $291.8K | 0.16% | +30+0.6% | Added |
| HF Advisory Group, LLC | 5,221 | $292.7K | 0.13% | +157+3.1% | Added |
| Miracle Mile Advisors, LLC | 5,242 | $293.9K | 0.01% | −368−6.6% | Reduced |
| Berger Financial Group, Inc | 5,242 | $293.9K | 0.02% | −20.0% | Reduced |
| Massmutual Trust Co FSB | 5,244 | $294.0K | 0.01% | +1,144+27.9% | Added |
| Campion Asset Management LLC | 5,301 | $297.2K | 0.23% | −140−2.6% | Reduced |
| Blue Fin Capital, Inc. | 5,303 | $297.4K | 0.06% | −14−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 5,313 | $297.9K | 0.00% | −180−3.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,336 | $299.2K | 0.24% | 00.0% | Unchanged |
| Camden National Bank | 5,339 | $299.4K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 5,363 | $300.7K | 0.02% | +15+0.3% | Added |
| Sivia Capital Partners, LLC | 5,367 | $300.9K | 0.14% | +5,367 | New |
| Diversified Trust Co | 5,426 | $304.2K | 0.01% | +5,426 | New |
| Romano Brothers and Company | 5,432 | $304.6K | 0.04% | −1,500−21.6% | Reduced |
| Wedmont Private Capital | 5,777 | $304.7K | 0.02% | −430−6.9% | Reduced |
| Groesbeck Investment Management Corp | 5,439 | $305.0K | 0.43% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,460 | $306.1K | 0.01% | +1,036+23.4% | Added |
| MBB Public Markets I LLC | 5,462 | $306.3K | 0.04% | +5,462 | New |
| Aaron Wealth Advisors | 5,479 | $307.2K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 5,482 | $307.3K | 0.08% | +766+16.2% | Added |
| IFG Advisory, LLC | 5,495 | $308.1K | 0.02% | +18+0.3% | Added |
| Old Port Advisors | 5,555 | $311.5K | 0.09% | −48−0.9% | Reduced |
| SBI Securities Co., Ltd. | 5,587 | $313.3K | 0.01% | +166+3.1% | Added |
| Formidable Asset Management, LLC | 5,587 | $313.3K | 0.05% | +5,587 | New |
| Sowell Financial Services LLC | 5,595 | $313.7K | 0.01% | +5,595 | New |
| IFC Advisors LLC | 5,596 | $313.8K | 0.07% | −305−5.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $314.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,798 | $314.9K | 0.05% | +960+19.8% | Added |
| Aviance Capital Partners, LLC | 5,637 | $316.1K | 0.04% | +926+19.7% | Added |
| Checchi Capital Advisers, LLC | 5,642 | $316.3K | 0.02% | +767+15.7% | Added |
| MQS Management LLC | 5,657 | $317.2K | 0.18% | +5,657 | New |
| United Advisor Group, LLC | 5,657 | $317.2K | 0.07% | −3,140−35.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,660 | $317.3K | 0.02% | −1,667−22.8% | Reduced |
| Adirondack Trust Co | 5,672 | $318.0K | 0.12% | −719−11.3% | Reduced |
| Rehmann Capital Advisory Group | 5,719 | $320.7K | 0.02% | +649+12.8% | Added |
| Northstar Advisory Group, LLC | 5,737 | $321.7K | 0.21% | +180+3.2% | Added |
| Evergreen Capital Management LLC | 5,737 | $321.7K | 0.01% | +880+18.1% | Added |
| Legacy Advisors, LLC | 5,744 | $322.1K | 0.03% | +1,694+41.8% | Added |
| First National Bank & Trust Co of Newtown | 5,763 | $323.1K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,800 | $324.0K | 0.02% | −100−1.7% | Reduced |
| Sheets Smith Wealth Management | 5,784 | $324.3K | 0.04% | −170−2.9% | Reduced |
| Luts & Greenleigh Group, Inc | 5,800 | $325.2K | 0.32% | −15−0.3% | Reduced |
| Aspiriant, LLC | 5,811 | $325.8K | 0.01% | +68+1.2% | Added |
| Northwest Bancshares, Inc. | 5,829 | $326.8K | 0.06% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,846 | $327.8K | 0.00% | +5,846 | New |
| 49 Wealth Management, LLC | 5,858 | $328.5K | 0.04% | +5,858 | New |
| OLIO Financial Planning | 5,861 | $328.6K | 0.11% | +33+0.6% | Added |
| Thompson Davis & Co., Inc. | 5,862 | $328.7K | 0.26% | +516+9.7% | Added |
| Fragasso Group Inc. | 5,895 | $330.5K | 0.02% | −944−13.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,937 | $332.9K | 0.16% | −169−2.8% | Reduced |