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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 7,810 | $437.9K | 0.10% | −4,526−36.7% | Reduced |
| RVW Wealth, LLC | 7,815 | $438.2K | 0.04% | +90+1.2% | Added |
| Apella Capital, LLC | 8,386 | $438.2K | 0.02% | +920+12.3% | Added |
| 1st Source Bank | 7,856 | $440.5K | 0.03% | −80−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 7,864 | $440.9K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,872 | $441.4K | 0.01% | +624+8.6% | Added |
| LifeWealth Investments, LLC | 7,911 | $443.6K | 0.10% | +2,890+57.6% | Added |
| Mainstay Capital Management LLC | 7,959 | $446.3K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,988 | $447.9K | 0.02% | +3,592+81.7% | Added |
| Graver Capital Management, LLC | 8,000 | $448.6K | 0.46% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,010 | $449.1K | 0.12% | +117+1.5% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $451.4K | 0.28% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,054 | $451.6K | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,068 | $452.4K | 0.05% | −64−0.8% | Reduced |
| Allianz SE | 8,120 | $455.3K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 8,147 | $456.8K | 0.09% | −260−3.1% | Reduced |
| Outfitter Financial LLC | 8,150 | $457.0K | 0.41% | −405−4.7% | Reduced |
| Kidder Stephen W | 8,157 | $457.4K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,158 | $457.4K | 0.02% | +30+0.4% | Added |
| Ameritas Investment Partners, Inc. | 8,185 | $458.9K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8,240 | $462.0K | 0.03% | +2,201+36.4% | Added |
| LRI Investments, LLC | 8,255 | $462.8K | 0.04% | +368+4.7% | Added |
| Hughes Financial Services, LLC | 8,262 | $464.8K | 0.09% | +22+0.3% | Added |
| Altshuler Shaham Ltd | 8,308 | $465.8K | 0.01% | +5,042+154.4% | Added |
| Cigna Investments Inc | 8,373 | $470.0K | 0.09% | −228−2.7% | Reduced |
| Hexagon Capital Partners LLC | 8,391 | $470.5K | 0.09% | −158−1.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,392 | $470.5K | 0.50% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8,424 | $472.3K | 0.19% | +37+0.4% | Added |
| Brighton Jones LLC | 8,448 | $473.7K | 0.02% | −633−7.0% | Reduced |
| Commonwealth Retirement Investments LLC | 8,465 | $474.6K | 0.19% | −201−2.3% | Reduced |
| Kentucky Trust Co | 8,465 | $474.6K | 0.28% | −180−2.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,509 | $477.1K | 0.06% | +275+3.3% | Added |
| TD Private Client Wealth LLC | 8,510 | $477.2K | 0.01% | +352+4.3% | Added |
| SS&H Financial Advisors, Inc. | 8,593 | $482.0K | 0.18% | −450−5.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,627 | $484.0K | 0.22% | +8+0.1% | Added |
| Nations Financial Group Inc, | 8,646 | $484.8K | 0.04% | +10+0.1% | Added |
| Burney Co | 8,656 | $485.3K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 8,669 | $486.1K | 0.14% | 00.0% | Unchanged |
| Farmers Trust Co | 8,693 | $487.4K | 0.09% | +2,400+38.1% | Added |
| Pointe Capital Management LLC | 8,700 | $487.8K | 0.29% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 8,751 | $490.7K | 0.30% | +67+0.8% | Added |
| Maridea Wealth Management LLC | 8,757 | $491.0K | 0.16% | +80+0.9% | Added |
| 1620 Investment Advisors, Inc. | 8,758 | $491.1K | 0.38% | +83+1.0% | Added |
| Renaissance Group LLC | 8,774 | $492.0K | 0.02% | −533−5.7% | Reduced |
| Premier Path Wealth Partners, LLC | 8,787 | $492.7K | 0.08% | +355+4.2% | Added |
| Rowland & Co Investment Counsel | 8,810 | $494.0K | 0.10% | +250+2.9% | Added |
| Insigneo Advisory Services, LLC | 8,839 | $495.6K | 0.05% | +116+1.3% | Added |
| Pinnacle Financial Partners Inc | 8,964 | $499.6K | 0.01% | −2,031−18.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,917 | $500.0K | 0.02% | −1,322−12.9% | Reduced |
| QRG Capital Management, Inc. | 8,971 | $503.0K | 0.01% | +1,087+13.8% | Added |
| Lawson Kroeker Investment Management Inc | 9,007 | $505.0K | 0.09% | +1,000+12.5% | Added |
| Atomi Financial Group, Inc. | 9,035 | $506.6K | 0.02% | +95+1.1% | Added |
| United Asset Strategies, Inc. | 9,036 | $506.7K | 0.05% | −7,775−46.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,105 | $510.5K | 0.12% | −684−7.0% | Reduced |
| Fidelis Capital Partners, LLC | 9,658 | $511.4K | 0.05% | +519+5.7% | Added |
| HBK Sorce Advisory LLC | 9,150 | $513.1K | 0.02% | +311+3.5% | Added |
| Smith, Moore & Co. | 9,293 | $521.1K | 0.05% | +901+10.7% | Added |
| Hayek Kallen Investment Management | 9,329 | $523.0K | 0.19% | −2,175−18.9% | Reduced |
| HM Payson & Co | 9,341 | $523.8K | 0.01% | −500−5.1% | Reduced |
| Bessemer Group Inc | 9,394 | $527.0K | 0.00% | +616+7.0% | Added |
| Modera Wealth Management, LLC | 9,432 | $528.8K | 0.01% | −680−6.7% | Reduced |
| Eastern Bank | 9,502 | $532.8K | 0.01% | +600+6.7% | Added |
| Equitable Holdings, Inc. | 9,509 | $533.2K | 0.01% | −2,728−22.3% | Reduced |
| Lindbrook Capital, LLC | 9,528 | $534.2K | 0.05% | +1,223+14.7% | Added |
| TFG Advisers LLC | 9,545 | $535.2K | 0.19% | −91−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,624 | $539.6K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,796 | $549.3K | 0.06% | −266−2.6% | Reduced |
| Leavell Investment Management, Inc. | 9,799 | $549.4K | 0.03% | +40+0.4% | Added |
| Camelot Portfolios, LLC | 9,818 | $550.5K | 0.34% | +9,818 | New |
| Legacy Financial Advisors, Inc. | 9,824 | $550.8K | 0.09% | +514+5.5% | Added |
| Iron Financial, LLC | 9,846 | $552.1K | 0.31% | +9,846 | New |
| Siemens Fonds Invest GmbH | 9,858 | $552.7K | 0.04% | +703+7.7% | Added |
| HighPoint Advisor Group LLC | 10,186 | $553.2K | 0.03% | +413+4.2% | Added |
| Kingswood Wealth Advisors, LLC | 9,907 | $555.5K | 0.05% | +411+4.3% | Added |
| NorthRock Partners, LLC | 9,911 | $555.7K | 0.02% | +455+4.8% | Added |
| Armstrong Advisory Group, Inc | 10,329 | $556.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 9,963 | $558.6K | 0.05% | −224−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,015 | $561.5K | 0.00% | +10,015 | New |
| Parallel Advisors, LLC | 10,018 | $561.7K | 0.01% | +185+1.9% | Added |
| Commerzbank Aktiengesellschaft | 10,125 | $568.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10,140 | $568.6K | 0.25% | +45+0.4% | Added |
| Benjamin Edwards Inc | 10,146 | $568.9K | 0.01% | −422−4.0% | Reduced |
| Caxton Associates LLP | 10,148 | $569.0K | 0.02% | +10,148 | New |
| Centennial Wealth Advisory LLC | 10,185 | $571.1K | 0.21% | +1,653+19.4% | Added |
| Heritage Trust Co | 10,201 | $572.0K | 0.07% | −30.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,285 | $576.6K | 0.01% | +590+6.1% | Added |
| Joel Isaacson & Co., LLC | 10,305 | $577.8K | 0.03% | −1,124−9.8% | Reduced |
| Skopos Labs, Inc. | 10,358 | $580.8K | 0.13% | +128+1.3% | Added |
| Ancora Advisors, LLC | 10,391 | $582.6K | 0.01% | −63−0.6% | Reduced |
| NTV Asset Management LLC | 10,567 | $592.5K | 0.08% | −711−6.3% | Reduced |
| Triangle Securities Wealth Management | 10,583 | $593.4K | 0.15% | +1,178+12.5% | Added |
| Strive Asset Management, LLC | 10,588 | $593.7K | 0.41% | −785−6.9% | Reduced |
| Key Financial Inc | 10,593 | $594.0K | 0.13% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 10,661 | $597.8K | 0.20% | +30.0% | Added |
| Midwest Professional Planners, LTD. | 10,682 | $599.0K | 0.19% | +34+0.3% | Added |
| Capital Asset Advisory Services LLC | 10,668 | $599.9K | 0.03% | +948+9.8% | Added |
| Foundations Investment Advisors, LLC | 10,741 | $602.2K | 0.01% | −1,022−8.7% | Reduced |
| Pittenger & Anderson Inc | 10,750 | $602.8K | 0.02% | +3,500+48.3% | Added |
| Inspire Advisors, LLC | 10,788 | $604.9K | 0.07% | +10,788 | New |
| RiverFront Investment Group, LLC | 10,815 | $606.4K | 0.01% | +934+9.5% | Added |