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 |
|---|---|---|---|---|---|
| Chemung Canal Trust Co | 10,835 | $607.5K | 0.13% | −809−6.9% | Reduced |
| Grimes & Company, Inc. | 10,841 | $607.8K | 0.02% | +183+1.7% | Added |
| Stratos Wealth Advisors, LLC | 10,854 | $608.6K | 0.03% | −12−0.1% | Reduced |
| LongView Wealth Management | 10,865 | $609.2K | 0.18% | −10.0% | Reduced |
| Linscomb & Williams, Inc. | 10,869 | $609.4K | 0.03% | −1,264−10.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,887 | $610.4K | 0.00% | −13,890−56.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,938 | $613.3K | 0.01% | +335+3.2% | Added |
| Bay Capital Advisors, LLC | 10,952 | $614.1K | 0.51% | −2,387−17.9% | Reduced |
| Plimoth Trust Co LLC | 10,960 | $614.5K | 0.16% | −270−2.4% | Reduced |
| Sagespring Wealth Partners, LLC | 10,971 | $615.1K | 0.02% | +1,293+13.4% | Added |
| 44 Wealth Management LLC | 10,988 | $616.1K | 0.23% | +96+0.9% | Added |
| Sharp Financial Services, LLC | 11,154 | $625.4K | 0.48% | +604+5.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $628.0K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 11,204 | $628.2K | 0.03% | +81+0.7% | Added |
| Anchor Investment Management, LLC | 11,206 | $628.3K | 0.06% | +20.0% | Added |
| Glenview Trust Co | 11,257 | $631.2K | 0.01% | +1,251+12.5% | Added |
| Bokf, NA | 11,280 | $632.5K | 0.01% | −600−5.1% | Reduced |
| Geneos Wealth Management Inc. | 11,334 | $635.5K | 0.02% | +796+7.6% | Added |
| SCS Capital Management LLC | 11,455 | $642.3K | 0.01% | +11,455 | New |
| Csenge Advisory Group | 12,146 | $645.8K | 0.04% | +103+0.9% | Added |
| Caldwell Trust Co | 11,522 | $646.0K | 0.07% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 11,583 | $649.5K | 0.09% | +175+1.5% | Added |
| Pallas Capital Advisors LLC | 11,599 | $650.4K | 0.03% | +11,599 | New |
| Baltimore-Washington Financial Advisors, Inc. | 11,611 | $651.0K | 0.03% | −27−0.2% | Reduced |
| V-Square Quantitative Management LLC | 11,619 | $651.5K | 0.10% | −572−4.7% | Reduced |
| Adalta Capital Management LLC | 11,700 | $656.0K | 0.35% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 11,704 | $656.2K | 0.20% | −1,426−10.9% | Reduced |
| Sumitomo Life Insurance Co | 11,766 | $659.7K | 0.02% | +149+1.3% | Added |
| San Luis Wealth Advisors LLC | 11,851 | $664.0K | 0.15% | −2,793−19.1% | Reduced |
| Ingalls & Snyder LLC | 11,851 | $664.0K | 0.02% | −116−1.0% | Reduced |
| Ti-Trust, Inc | 11,929 | $668.9K | 0.44% | 00.0% | Unchanged |
| South State Corp. | 11,987 | $672.1K | 0.03% | −1,452−10.8% | Reduced |
| Stony Point Wealth Management Inc. | 12,000 | $672.9K | 0.29% | +30+0.3% | Added |
| SPC Financial, Inc. | 12,007 | $673.2K | 0.06% | +402+3.5% | Added |
| First National Trust Co | 12,008 | $673.3K | 0.03% | −3,334−21.7% | Reduced |
| Venture Visionary Partners LLC | 12,009 | $673.4K | 0.03% | +11+0.1% | Added |
| Holderness Investments Co | 12,081 | $677.4K | 0.16% | +37+0.3% | Added |
| My Legacy Advisors, LLC | 12,098 | $678.4K | 0.26% | −302−2.4% | Reduced |
| Farther Finance Advisors, LLC | 12,089 | $680.1K | 0.02% | +6,462+114.8% | Added |
| Parcion Private Wealth LLC | 12,204 | $684.3K | 0.06% | +720+6.3% | Added |
| Savant Capital, LLC | 12,218 | $685.1K | 0.01% | −518−4.1% | Reduced |
| BCGM Wealth Management, LLC | 12,220 | $685.2K | 0.21% | +1,388+12.8% | Added |
| AlphaStar Capital Management, LLC | 12,237 | $686.1K | 0.07% | −3,891−24.1% | Reduced |
| BancorpSouth Bank | 12,253 | $687.0K | 0.05% | +2,692+28.2% | Added |
| Saturna Capital CORP | 12,265 | $687.7K | 0.01% | +65+0.5% | Added |
| Adams Wealth Management | 12,267 | $687.8K | 0.14% | +101+0.8% | Added |
| CacheTech Inc. | 12,267 | $687.8K | 0.13% | +101+0.8% | Added |
| Ethic Inc. | 12,326 | $693.5K | 0.01% | +3,142+34.2% | Added |
| TCW Group Inc | 12,413 | $696.0K | 0.01% | +665+5.7% | Added |
| VCI Wealth Management LLC | 12,471 | $699.2K | 0.29% | −20,581−62.3% | Reduced |
| Chickasaw Capital Management LLC | 12,544 | $703.0K | 0.03% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 12,557 | $704.1K | 0.07% | −242−1.9% | Reduced |
| Chicago Capital, LLC | 12,629 | $708.1K | 0.02% | +8,630+215.8% | Added |
| HBW Advisory Services LLC | 12,652 | $709.4K | 0.10% | −309−2.4% | Reduced |
| Meridian Wealth Management, LLC | 12,676 | $710.8K | 0.03% | +816+6.9% | Added |
| Salvus Wealth Management, LLC | 12,679 | $710.9K | 0.45% | +2,389+23.2% | Added |
| Miller Financial Services LLC | 12,725 | $713.5K | 1.03% | +249+2.0% | Added |
| Wedbush Securities Inc | 12,779 | $717.0K | 0.03% | +2,019+18.8% | Added |
| Danske Bank A/S | 12,800 | $717.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,030 | $730.6K | 0.00% | −354−2.6% | Reduced |
| MEMBERS Trust Co | 13,138 | $736.6K | 0.03% | +30.0% | Added |
| Nilsine Partners, LLC | 13,212 | $740.8K | 0.08% | −193−1.4% | Reduced |
| Bearing Point Capital, LLC | 13,300 | $745.7K | 0.16% | +3,800+40.0% | Added |
| Walleye Capital LLC | 13,318 | $746.7K | 0.01% | +10,548+380.8% | Added |
| Archford Capital Strategies, LLC | 13,374 | $749.9K | 0.11% | −8−0.1% | Reduced |
| Main Street Group, LTD | 13,379 | $750.1K | 0.29% | +827+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,431 | $753.1K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13,479 | $755.8K | 0.01% | +50+0.4% | Added |
| CoreCap Advisors, LLC | 13,498 | $756.8K | 0.03% | +911+7.2% | Added |
| Navalign, LLC | 13,592 | $762.1K | 0.22% | +785+6.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 13,882 | $778.4K | 0.57% | +163+1.2% | Added |
| Marco Investment Management LLC | 13,889 | $778.8K | 0.07% | −500−3.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,899 | $779.3K | 0.53% | −115−0.8% | Reduced |
| Acorn Financial Advisory Services Inc | 13,918 | $780.4K | 0.14% | −1,137−7.6% | Reduced |
| Longfellow Investment Management Co LLC | 13,937 | $781.4K | 0.19% | +4,127+42.1% | Added |
| Shelton Wealth Management, LLC | 13,940 | $781.6K | 0.45% | +170+1.2% | Added |
| Good Life Advisors, LLC | 13,962 | $782.9K | 0.06% | +2,795+25.0% | Added |
| Fisher Asset Management, LLC | 14,003 | $785.2K | 0.00% | +14,003 | New |
| FineMark National Bank & Trust | 14,018 | $786.0K | 0.03% | −394−2.7% | Reduced |
| TCTC Holdings, LLC | 14,028 | $786.5K | 0.03% | +247+1.8% | Added |
| Meeder Advisory Services, Inc. | 14,061 | $788.4K | 0.05% | +160+1.2% | Added |
| Meridian Financial Partners LLC | 14,134 | $792.0K | 0.40% | +164+1.2% | Added |
| Cornercap Investment Counsel Inc | 14,133 | $792.4K | 0.42% | −176−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 14,176 | $794.8K | 0.06% | +100+0.7% | Added |
| Concord Asset Management, LLC | 14,966 | $798.1K | 0.18% | +8,469+130.4% | Added |
| Prosperity Consulting Group, LLC | 14,243 | $798.6K | 0.06% | −1,262−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 14,270 | $800.1K | 0.37% | +8,803+161.0% | Added |
| Ballentine Partners, LLC | 14,336 | $803.8K | 0.01% | +1,120+8.5% | Added |
| Umb Bank N A | 14,425 | $808.8K | 0.01% | −2,848−16.5% | Reduced |
| Heritage Wealth Advisors | 14,485 | $812.2K | 0.04% | −263−1.8% | Reduced |
| Future Fund LLC | 14,607 | $819.0K | 1.05% | +14,607 | New |
| Concord Wealth Partners | 14,637 | $820.7K | 0.13% | +7,220+97.3% | Added |
| Excalibur Management Corp | 14,652 | $821.5K | 0.32% | −212−1.4% | Reduced |
| First Bank & Trust | 14,672 | $822.7K | 0.16% | −14,382−49.5% | Reduced |
| StoneX Group Inc. | 14,681 | $823.2K | 0.05% | −2,269−13.4% | Reduced |
| Quadrature Capital Ltd | 14,700 | $824.2K | 0.02% | +14,700 | New |
| Confluence Wealth Services, Inc. | 15,457 | $824.3K | 0.05% | +4,294+38.5% | Added |
| Jeppson Wealth Management, LLC | 14,714 | $825.0K | 0.30% | +1,888+14.7% | Added |
| Carnegie Capital Asset Management, LLC | 15,281 | $825.8K | 0.02% | +9,833+180.5% | Added |
| Vista Investment Management | 14,806 | $830.2K | 0.32% | 00.0% | Unchanged |