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 |
|---|---|---|---|---|---|
| CX Institutional | 5,944 | $333.0K | 0.01% | +802+15.6% | Added |
| Wealth Quarterback LLC | 5,959 | $334.1K | 0.19% | +98+1.7% | Added |
| Financial Sense Advisors, Inc. | 5,961 | $334.2K | 0.10% | +5,961 | New |
| Salem Investment Counselors Inc | 5,967 | $334.6K | 0.01% | −255−4.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $335.0K | 0.05% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,986 | $335.7K | 0.12% | +13+0.2% | Added |
| Hummer Financial Advisory Services Inc | 6,001 | $336.5K | 0.27% | 00.0% | Unchanged |
| Fruth Investment Management | 6,025 | $337.0K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,022 | $337.7K | 0.01% | +193+3.3% | Added |
| Private Client Services, LLC | 6,046 | $339.0K | 0.17% | −48−0.8% | Reduced |
| LCNB Corp | 6,048 | $339.1K | 0.12% | +220+3.8% | Added |
| Curat Global, LLC | 6,065 | $340.1K | 0.41% | +6,065 | New |
| Walker Asset Management, LLC | 6,078 | $340.8K | 0.21% | +267+4.6% | Added |
| Boston Private Wealth LLC | 6,086 | $341.2K | 0.01% | +403+7.1% | Added |
| ISAM Funds (UK) Ltd | 6,131 | $343.8K | 0.17% | −14,910−70.9% | Reduced |
| Archetype Wealth Partners | 6,134 | $344.0K | 0.05% | +2,200+55.9% | Added |
| Perigon Wealth Management, LLC | 6,162 | $345.5K | 0.01% | −14−0.2% | Reduced |
| Centurion Wealth Management LLC | 6,433 | $346.5K | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,199 | $347.6K | 0.00% | +4,489+262.5% | Added |
| GWN Securities Inc. | 6,292 | $349.2K | 0.02% | +6,292 | New |
| Capital Management Corp | 6,236 | $349.7K | 0.06% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 6,251 | $350.0K | 0.09% | +198+3.3% | Added |
| Graypoint LLC | 6,252 | $350.5K | 0.02% | −1,027−14.1% | Reduced |
| Mystic Asset Management, Inc. | 6,252 | $350.6K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,292 | $352.8K | 0.02% | +2,042+48.0% | Added |
| ZWJ Investment Counsel Inc | 6,314 | $354.0K | 0.01% | +14+0.2% | Added |
| Montag A & Associates Inc | 6,316 | $354.1K | 0.02% | −295−4.5% | Reduced |
| Clarius Group, LLC | 6,348 | $355.9K | 0.02% | +500+8.5% | Added |
| Delta Financial Group, Inc. | 6,555 | $356.0K | 0.08% | −240−3.5% | Reduced |
| Smartleaf Asset Management LLC | 6,475 | $356.1K | 0.03% | +79+1.2% | Added |
| Cypress Capital Group | 6,375 | $357.4K | 0.05% | −3,563−35.9% | Reduced |
| Smith Group Asset Management, LLC | 6,400 | $358.8K | 0.03% | −400−5.9% | Reduced |
| Thrive Capital Management, LLC | 6,413 | $359.6K | 0.21% | +6,413 | New |
| Cobblestone Asset Management LLC | 6,414 | $359.6K | 0.21% | +842+15.1% | Added |
| Campbell Deegan Wealth Management, LLC | 6,429 | $360.5K | 0.41% | +5+0.1% | Added |
| Citizens Financial Group Inc | 6,443 | $361.3K | 0.01% | +1,869+40.9% | Added |
| Diligent Investors, LLC | 6,455 | $361.9K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,478 | $364.0K | 0.01% | +81+1.3% | Added |
| Alpha Family Trust | 6,540 | $366.7K | 0.21% | 00.0% | Unchanged |
| Hudock, Inc. | 6,603 | $370.3K | 0.06% | +5+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,754 | $371.4K | 0.06% | −445−6.2% | Reduced |
| Harbour Investments, Inc. | 6,649 | $372.8K | 0.01% | −5,507−45.3% | Reduced |
| Blue Rock Wealth Management LLC | 6,629 | $372.9K | 0.32% | +2,000+43.2% | Added |
| one8zero8, LLC | 6,660 | $373.4K | 0.09% | −7,100−51.6% | Reduced |
| Busey Wealth Management | 6,662 | $373.5K | 0.01% | −498−7.0% | Reduced |
| RFG Advisory, LLC | 6,665 | $373.7K | 0.01% | +6,665 | New |
| United Bank | 6,689 | $375.1K | 0.05% | −39−0.6% | Reduced |
| Chiron Capital Management, LLC | 6,798 | $381.2K | 0.35% | −200−2.9% | Reduced |
| Sunbelt Securities, Inc. | 6,800 | $381.3K | 0.03% | −310−4.4% | Reduced |
| MWA Asset Management | 6,860 | $384.6K | 0.27% | +705+11.5% | Added |
| Centiva Capital, LP | 6,862 | $384.8K | 0.02% | +359+5.5% | Added |
| Abacus Planning Group, Inc. | 6,875 | $385.5K | 0.07% | +262+4.0% | Added |
| Cullen Capital Management LLC | 6,879 | $385.7K | 0.00% | −1,106−13.9% | Reduced |
| Parsons Capital Management Inc | 6,939 | $389.1K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 6,965 | $390.5K | 0.03% | +6,965 | New |
| A. D. Beadell Investment Counsel, Inc. | 7,000 | $392.0K | 0.33% | 00.0% | Unchanged |
| West Tower Group, LLC | 7,000 | $392.5K | 1.03% | +7,000 | New |
| Stokes Family Office, LLC | 7,002 | $392.6K | 0.04% | +20+0.3% | Added |
| BLB&B Advisors, LLC | 7,003 | $392.7K | 0.02% | +610+9.5% | Added |
| Cobblestone Capital Advisors LLC | 7,004 | $392.7K | 0.02% | −957−12.0% | Reduced |
| Hantz Financial Services, Inc. | 7,011 | $393.0K | 0.01% | +651+10.2% | Added |
| Johnson Investment Counsel Inc | 7,029 | $394.1K | 0.00% | −4,364−38.3% | Reduced |
| Private Wealth Partners, LLC | 7,045 | $395.0K | 0.03% | +100+1.4% | Added |
| International Private Wealth Advisors LLC | 7,147 | $400.7K | 0.38% | +575+8.7% | Added |
| Marcum Wealth, LLC | 7,187 | $403.0K | 0.03% | −30.0% | Reduced |
| Cornerstone Advisory, LLC | 7,376 | $403.3K | 0.05% | +297+4.2% | Added |
| MidWestOne Financial Group, Inc. | 7,210 | $404.3K | 0.06% | −80−1.1% | Reduced |
| Welch Group, LLC | 7,361 | $404.8K | 0.02% | −305−4.0% | Reduced |
| Colonial Trust Co | 7,251 | $406.6K | 0.06% | −1,072−12.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,272 | $407.8K | 0.01% | −705−8.8% | Reduced |
| Investors Research Corp | 7,282 | $408.3K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,311 | $409.9K | 0.04% | +600+8.9% | Added |
| Westbourne Investments, Inc. | 7,340 | $411.6K | 0.25% | +7,340 | New |
| Banco BTG Pactual S.A. | 7,382 | $413.9K | 0.10% | +7,382 | New |
| Koshinski Asset Management, Inc. | 7,396 | $414.7K | 0.04% | +262+3.7% | Added |
| Financial Network Wealth Management LLC | 7,417 | $415.0K | 0.15% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,413 | $415.6K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7,418 | $415.9K | 0.05% | −15−0.2% | Reduced |
| Quantitative Investment Management, LLC | 7,444 | $417.0K | 0.04% | −20,306−73.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,720 | $419.8K | 0.02% | −100−1.3% | Reduced |
| Sar Wealth Management Group, LLC | 7,490 | $420.0K | 0.28% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 7,537 | $422.6K | 0.43% | +189+2.6% | Added |
| Guardian Wealth Advisors, LLC | 7,537 | $422.6K | 0.03% | +7,537 | New |
| Scientech Research LLC | 7,560 | $423.9K | 0.11% | +7,560 | New |
| Quotient Wealth Partners, LLC | 7,611 | $426.7K | 0.01% | +39+0.5% | Added |
| Manchester Capital Management LLC | 7,620 | $427.3K | 0.05% | −209−2.7% | Reduced |
| Catalyst Financial Partners LLC | 7,633 | $428.0K | 0.08% | −58−0.8% | Reduced |
| JBR Co Financial Management Inc | 7,675 | $430.3K | 0.25% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,677 | $430.4K | 0.18% | +329+4.5% | Added |
| Harmony Asset Management LLC | 7,700 | $431.7K | 0.18% | +3,321+75.8% | Added |
| Beech Hill Advisors, Inc. | 7,700 | $431.7K | 0.17% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,713 | $432.5K | 0.04% | −572−6.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,718 | $432.8K | 0.03% | +99+1.3% | Added |
| Mechanics Bank Trust Department | 7,740 | $434.0K | 0.06% | −1,400−15.3% | Reduced |
| denkapparat Operations GmbH | 7,752 | $434.7K | 0.46% | +7,752 | New |
| Central Bank & Trust Co | 7,762 | $435.2K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,776 | $436.0K | 0.01% | −384−4.7% | Reduced |
| Mutual Advisors, LLC | 8,243 | $436.4K | 0.01% | −2,680−24.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,802 | $437.5K | 0.01% | +228+3.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $437.7K | 0.17% | +2,987+62.0% | Added |