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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,986 | $335.7K | 0.12% | +13+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $335.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,967 | $334.6K | 0.01% | −255−4.1% | Reduced |
| Financial Sense Advisors, Inc. | 5,961 | $334.2K | 0.10% | +5,961 | New |
| Wealth Quarterback LLC | 5,959 | $334.1K | 0.19% | +98+1.7% | Added |
| CX Institutional | 5,944 | $333.0K | 0.01% | +802+15.6% | Added |
| Caldwell Sutter Capital, Inc. | 5,937 | $332.9K | 0.16% | −169−2.8% | Reduced |
| Fragasso Group Inc. | 5,895 | $330.5K | 0.02% | −944−13.8% | Reduced |
| Thompson Davis & Co., Inc. | 5,862 | $328.7K | 0.26% | +516+9.7% | Added |
| OLIO Financial Planning | 5,861 | $328.6K | 0.11% | +33+0.6% | Added |
| 49 Wealth Management, LLC | 5,858 | $328.5K | 0.04% | +5,858 | New |
| Magnetar Financial LLC | 5,846 | $327.8K | 0.00% | +5,846 | New |
| Northwest Bancshares, Inc. | 5,829 | $326.8K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,811 | $325.8K | 0.01% | +68+1.2% | Added |
| Luts & Greenleigh Group, Inc | 5,800 | $325.2K | 0.32% | −15−0.3% | Reduced |
| Sheets Smith Wealth Management | 5,784 | $324.3K | 0.04% | −170−2.9% | Reduced |
| Smithfield Trust Co | 5,800 | $324.0K | 0.02% | −100−1.7% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $323.1K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,744 | $322.1K | 0.03% | +1,694+41.8% | 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 |
| Rehmann Capital Advisory Group | 5,719 | $320.7K | 0.02% | +649+12.8% | Added |
| Adirondack Trust Co | 5,672 | $318.0K | 0.12% | −719−11.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,660 | $317.3K | 0.02% | −1,667−22.8% | Reduced |
| United Advisor Group, LLC | 5,657 | $317.2K | 0.07% | −3,140−35.7% | Reduced |
| MQS Management LLC | 5,657 | $317.2K | 0.18% | +5,657 | New |
| Checchi Capital Advisers, LLC | 5,642 | $316.3K | 0.02% | +767+15.7% | Added |
| Aviance Capital Partners, LLC | 5,637 | $316.1K | 0.04% | +926+19.7% | Added |
| Coppell Advisory Solutions LLC | 5,798 | $314.9K | 0.05% | +960+19.8% | Added |
| Moody Lynn & Lieberson, LLC | 5,600 | $314.0K | 0.02% | 00.0% | Unchanged |
| IFC Advisors LLC | 5,596 | $313.8K | 0.07% | −305−5.2% | Reduced |
| Sowell Financial Services LLC | 5,595 | $313.7K | 0.01% | +5,595 | New |
| 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 |
| Old Port Advisors | 5,555 | $311.5K | 0.09% | −48−0.9% | Reduced |
| IFG Advisory, LLC | 5,495 | $308.1K | 0.02% | +18+0.3% | Added |
| Essex Savings Bank | 5,482 | $307.3K | 0.08% | +766+16.2% | Added |
| Aaron Wealth Advisors | 5,479 | $307.2K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,462 | $306.3K | 0.04% | +5,462 | New |
| ICONIQ Capital, LLC | 5,460 | $306.1K | 0.01% | +1,036+23.4% | Added |
| Groesbeck Investment Management Corp | 5,439 | $305.0K | 0.43% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,777 | $304.7K | 0.02% | −430−6.9% | Reduced |
| Romano Brothers and Company | 5,432 | $304.6K | 0.04% | −1,500−21.6% | Reduced |
| Diversified Trust Co | 5,426 | $304.2K | 0.01% | +5,426 | New |
| Sivia Capital Partners, LLC | 5,367 | $300.9K | 0.14% | +5,367 | New |
| SFMG, LLC | 5,363 | $300.7K | 0.02% | +15+0.3% | Added |
| Camden National Bank | 5,339 | $299.4K | 0.04% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 5,336 | $299.2K | 0.24% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,313 | $297.9K | 0.00% | −180−3.3% | Reduced |
| Blue Fin Capital, Inc. | 5,303 | $297.4K | 0.06% | −14−0.3% | Reduced |
| Campion Asset Management LLC | 5,301 | $297.2K | 0.23% | −140−2.6% | Reduced |
| Massmutual Trust Co FSB | 5,244 | $294.0K | 0.01% | +1,144+27.9% | Added |
| Berger Financial Group, Inc | 5,242 | $293.9K | 0.02% | −20.0% | Reduced |
| Miracle Mile Advisors, LLC | 5,242 | $293.9K | 0.01% | −368−6.6% | Reduced |
| HF Advisory Group, LLC | 5,221 | $292.7K | 0.13% | +157+3.1% | Added |
| Bullock Wealth Management Group | 5,187 | $291.8K | 0.16% | +30+0.6% | Added |
| Alpha Cubed Investments, LLC | 5,187 | $290.8K | 0.01% | −20.0% | 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 |
| Compass Ion Advisors, LLC | 5,121 | $287.1K | 0.03% | −142−2.7% | Reduced |
| Manske Wealth Management | 5,118 | $287.0K | 0.11% | +10.0% | Added |
| St Germain D J Co Inc | 5,109 | $286.5K | 0.01% | −1,513−22.8% | Reduced |
| Fiduciary Alliance LLC | 5,084 | $285.1K | 0.03% | −146−2.8% | Reduced |
| Colonial Trust Advisors | 5,078 | $284.7K | 0.03% | −86−1.7% | Reduced |
| Triad Wealth Partners, LLC | 5,030 | $282.0K | 0.09% | +5,030 | New |
| Mather Group, LLC. | 5,007 | $280.7K | 0.00% | +116+2.4% | Added |
| Longview Financial Advisors, Inc. | 5,006 | $280.7K | 0.24% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,995 | $280.1K | 0.01% | −132−2.6% | Reduced |
| First United Bank Trust | 4,992 | $279.9K | 0.10% | −1,206−19.5% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $278.8K | 0.06% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 4,960 | $278.1K | 0.39% | +4,960 | New |
| Terry L. Blaker | 4,958 | $278.0K | 0.01% | −2,056−29.3% | Reduced |
| Summit Asset Management, LLC | 4,954 | $277.8K | 0.05% | −90−1.8% | Reduced |
| Northwest Financial Advisors | 4,954 | $277.8K | 0.23% | +5+0.1% | Added |
| Howard Capital Management Inc. | 4,946 | $277.3K | 0.01% | −1,976−28.5% | Reduced |
| Flynn Zito Capital Management, LLC | 4,945 | $277.3K | 0.13% | +45+0.9% | Added |
| Chesapeake Wealth Management | 4,930 | $276.5K | 0.10% | −59−1.2% | Reduced |
| Interchange Capital Partners, LLC | 4,897 | $274.6K | 0.08% | +16+0.3% | Added |
| Winton Group Ltd | 4,878 | $273.5K | 0.02% | +4,878 | New |
| Versant Capital Management, Inc | 4,857 | $272.3K | 0.05% | +2,131+78.2% | Added |
| Whittier Trust Co | 4,852 | $272.0K | 0.00% | −195−3.9% | Reduced |
| Violich Capital Management, Inc. | 4,855 | $272.0K | 0.04% | −300−5.8% | Reduced |
| Dividend Assets Capital, LLC | 4,842 | $271.5K | 0.05% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,827 | $270.7K | 0.13% | +279+6.1% | Added |
| Schmidt P J Investment Management Inc | 4,814 | $269.9K | 0.05% | +250+5.5% | Added |
| Claro Advisors LLC | 4,805 | $269.4K | 0.04% | +4,805 | New |
| Wolverine Asset Management LLC | 4,799 | $269.1K | 0.01% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,798 | $269.0K | 0.12% | −3,563−42.6% | Reduced |
| Herold Advisors, Inc. | 4,760 | $266.9K | 0.06% | −153−3.1% | Reduced |
| PDS Planning, Inc | 4,758 | $266.8K | 0.02% | +4,758 | New |
| Meridian Financial, LLC | 4,747 | $266.2K | 0.19% | +39+0.8% | Added |
| Kinloch Capital, LLC | 4,739 | $265.7K | 0.13% | −31−0.6% | Reduced |
| AdvisorNet Financial, Inc | 4,733 | $265.4K | 0.02% | +490+11.5% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $265.2K | 0.21% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,703 | $264.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 4,701 | $263.6K | 0.01% | −127−2.6% | Reduced |
| Verdence Capital Advisors LLC | 4,688 | $262.9K | 0.02% | +208+4.6% | Added |
| First County Bank | 4,666 | $261.6K | 0.14% | −8,272−63.9% | Reduced |
| Intrua Financial, LLC | 4,654 | $261.0K | 0.04% | +9+0.2% | Added |
| Great Valley Advisor Group, Inc. | 4,633 | $259.4K | 0.01% | +142+3.2% | Added |