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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 14,869 | $833.7K | 0.10% | +2,469+19.9% | Added |
| Whitener Capital Management, Inc. | 14,870 | $833.8K | 0.24% | +247+1.7% | Added |
| Hilltop Holdings Inc. | 14,883 | $834.5K | 0.05% | +2,027+15.8% | Added |
| Eagle Harbor Asset Management Inc | 14,922 | $836.7K | 0.85% | +76+0.5% | Added |
| Cito Capital Group, LLC | 15,000 | $841.0K | 0.32% | 00.0% | Unchanged |
| Patten Group, Inc. | 15,010 | $841.6K | 0.19% | −90−0.6% | Reduced |
| Prudential PLC | 15,050 | $843.9K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,170 | $850.6K | 0.02% | −151−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 15,175 | $850.9K | 0.03% | −343−2.2% | Reduced |
| Principal Securities, Inc. | 15,799 | $850.9K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 15,219 | $853.3K | 0.10% | −287−1.9% | Reduced |
| Verus Financial Partners, Inc. | 15,985 | $857.9K | 0.10% | +29+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 15,341 | $860.2K | 0.05% | −240−1.5% | Reduced |
| Culbertson A N & Co Inc | 15,350 | $860.7K | 0.14% | −232−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 15,379 | $862.3K | 0.02% | −128−0.8% | Reduced |
| EP Wealth Advisors, LLC | 15,391 | $863.0K | 0.01% | −584−3.7% | Reduced |
| Merit Financial Group, LLC | 15,429 | $865.1K | 0.01% | +3,213+26.3% | Added |
| Jefferies Financial Group Inc. | 15,455 | $866.6K | 0.01% | +15,455 | New |
| Valeo Financial Advisors, LLC | 15,472 | $867.5K | 0.02% | +62+0.4% | Added |
| Sovereign Financial Group, Inc. | 15,501 | $869.2K | 0.20% | −1,005−6.1% | Reduced |
| Jacobi Capital Management LLC | 15,515 | $869.9K | 0.06% | +502+3.3% | Added |
| Heritage Investors Management Corp | 15,510 | $870.0K | 0.03% | +3,800+32.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,519 | $870.1K | 0.03% | +8,894+134.2% | Added |
| Haverford Trust Co | 15,637 | $876.8K | 0.01% | 00.0% | Unchanged |
| Claris Financial LLC | 16,302 | $878.0K | 0.58% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,665 | $878.3K | 0.01% | +5,757+58.1% | Added |
| Blue Edge Capital, LLC | 15,700 | $880.3K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,705 | $880.6K | 0.05% | +6,079+63.2% | Added |
| CAPROCK Group, Inc. | 15,723 | $881.6K | 0.03% | +3,930+33.3% | Added |
| Azimuth Capital Investment Management LLC | 15,741 | $882.6K | 0.04% | +1,300+9.0% | Added |
| Summit Trail Advisors, LLC | 15,751 | $883.2K | 0.03% | +5,557+54.5% | Added |
| Greenleaf Trust | 15,812 | $886.6K | 0.01% | −685−4.2% | Reduced |
| Ridgewood Investments LLC | 15,845 | $888.4K | 0.41% | −6,499−29.1% | Reduced |
| Paradigm Financial Partners, LLC | 15,951 | $894.4K | 0.11% | −484−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 16,002 | $897.2K | 0.03% | −2,637−14.1% | Reduced |
| Essex Financial Services, Inc. | 16,100 | $902.7K | 0.07% | −58−0.4% | Reduced |
| Trust Co of Vermont | 16,165 | $906.4K | 0.05% | −913−5.3% | Reduced |
| Bridgefront Capital, LLC | 16,178 | $907.1K | 0.26% | +8,633+114.4% | Added |
| Kovitz Investment Group Partners, LLC | 16,254 | $911.3K | 0.00% | −1,962−10.8% | Reduced |
| Innovative Wealth Building LLC | 16,274 | $912.5K | 0.84% | +161+1.0% | Added |
| First Horizon Advisors, Inc. | 16,316 | $914.9K | 0.03% | +250+1.6% | Added |
| Signaturefd, LLC | 16,404 | $919.7K | 0.02% | −174−1.0% | Reduced |
| Global Financial Private Client, LLC | 16,441 | $921.9K | 0.35% | −652−3.8% | Reduced |
| Horizon Investments, LLC | 16,451 | $922.4K | 0.03% | +624+3.9% | Added |
| Chesley Taft & Associates LLC | 16,577 | $929.5K | 0.04% | +557+3.5% | Added |
| Beck Mack & Oliver LLC | 16,693 | $936.0K | 0.02% | −900−5.1% | Reduced |
| Dover Advisors, LLC | 16,876 | $946.2K | 0.41% | +1,032+6.5% | Added |
| Frank, Rimerman Advisors LLC | 16,887 | $946.9K | 0.08% | −402−2.3% | Reduced |
| Keystone Financial Group | 16,904 | $947.4K | 0.10% | +4,170+32.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $950.4K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 16,984 | $952.3K | 0.02% | −2,021−10.6% | Reduced |
| IFP Advisors, Inc | 17,114 | $959.6K | 0.03% | +11,570+208.7% | Added |
| Oxford Asset Management LLP | 17,137 | $960.9K | 0.44% | +6,267+57.7% | Added |
| Scotia Capital Inc. | 17,142 | $961.2K | 0.01% | +6,040+54.4% | Added |
| Elmwood Wealth Management, Inc. | 17,205 | $964.7K | 0.40% | −74−0.4% | Reduced |
| TownSquare Capital, LLC | 17,296 | $969.8K | 0.01% | +1,625+10.4% | Added |
| Woodstock Corp | 17,369 | $973.9K | 0.10% | −400−2.3% | Reduced |
| Warren Averett Asset Management, LLC | 17,390 | $975.1K | 0.01% | +2,606+17.6% | Added |
| Rossby Financial, LCC | 18,487 | $978.9K | 0.42% | −810−4.2% | Reduced |
| NBT Bank N A | 17,566 | $984.9K | 0.07% | −1,105−5.9% | Reduced |
| Empowered Funds, LLC | 17,571 | $985.2K | 0.01% | +1,344+8.3% | Added |
| Waters Parkerson & Co., LLC | 17,626 | $988.3K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 17,886 | $1.00M | 0.00% | +12,249+217.3% | Added |
| Founders Financial Alliance, LLC | 17,956 | $1.01M | 0.24% | +2,786+18.4% | Added |
| Rbo & Co LLC | 17,976 | $1.01M | 0.16% | 00.0% | Unchanged |
| Thomasville National Bank | 18,008 | $1.01M | 0.07% | −300−1.6% | Reduced |
| Mason & Associates, LLC | 18,072 | $1.01M | 0.29% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 18,080 | $1.01M | 0.28% | +446+2.5% | Added |
| Sequoia Financial Advisors, LLC | 18,122 | $1.02M | 0.01% | −1,307−6.7% | Reduced |
| Donaldson Capital Management, LLC | 18,185 | $1.02M | 0.04% | +1,423+8.5% | Added |
| PBMares Wealth Management LLC | 18,207 | $1.02M | 0.20% | −424−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 18,229 | $1.02M | 0.08% | +202+1.1% | Added |
| Radnor Capital Management, LLC | 18,394 | $1.03M | 0.17% | −2,418−11.6% | Reduced |
| D. E. Shaw & Co., Inc. | 18,502 | $1.04M | 0.00% | +18,502 | New |
| Arlington Capital Management, Inc. | 18,537 | $1.04M | 0.79% | +586+3.3% | Added |
| Cresset Asset Management, LLC | 18,622 | $1.04M | 0.01% | −586−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 19,031 | $1.05M | 0.14% | +19,031 | New |
| Cohen Klingenstein LLC | 18,700 | $1.05M | 0.04% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 18,735 | $1.05M | 0.32% | +635+3.5% | Added |
| Group One Trading, L.P. | 18,764 | $1.05M | 0.04% | +18,764 | New |
| United Services Automobile Association | 19,240 | $1.06M | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 18,884 | $1.06M | 0.26% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 19,098 | $1.07M | 0.03% | −147−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 19,107 | $1.07M | 0.06% | +1,047+5.8% | Added |
| Daymark Wealth Partners, LLC | 19,119 | $1.07M | 0.05% | −868−4.3% | Reduced |
| Steel Peak Wealth Management LLC | 19,183 | $1.08M | 0.05% | +2,144+12.6% | Added |
| Ronald Blue Trust, Inc. | 19,219 | $1.08M | 0.01% | +631+3.4% | Added |
| Beacon Pointe Advisors, LLC | 19,287 | $1.08M | 0.01% | +2,685+16.2% | Added |
| Birch Hill Investment Advisors LLC | 19,335 | $1.08M | 0.05% | −750−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 19,393 | $1.09M | 0.01% | +6,823+54.3% | Added |
| Platform Technology Partners | 19,476 | $1.09M | 0.32% | +1,146+6.3% | Added |
| Peoples Financial Services Corp. | 19,482 | $1.09M | 0.52% | −100−0.5% | Reduced |
| City Holding Co | 19,524 | $1.09M | 0.15% | −430−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 19,592 | $1.10M | 0.04% | −1,440−6.8% | Reduced |
| Spirit of America Management Corp | 19,600 | $1.10M | 0.22% | +2,750+16.3% | Added |
| Eagle Global Advisors LLC | 19,745 | $1.11M | 0.05% | +19,745 | New |
| TCG Advisory Services, LLC | 19,767 | $1.11M | 0.04% | +1,740+9.7% | Added |
| Bragg Financial Advisors, Inc | 19,872 | $1.11M | 0.05% | −4,736−19.2% | Reduced |
| Snowden Capital Advisors LLC | 19,957 | $1.12M | 0.04% | +774+4.0% | Added |
| Jump Financial, LLC | 20,209 | $1.13M | 0.02% | +11,570+133.9% | Added |