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 |
|---|---|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. | 4,600 | $258.0K | 0.00% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 4,927 | $257.4K | 0.14% | +4,927 | New |
| Greatmark Investment Partners, Inc. | 4,550 | $255.1K | 0.03% | +300+7.1% | Added |
| Second Half Financial Partners, LLC | 4,506 | $252.7K | 0.13% | −64−1.4% | Reduced |
| Tower Bridge Advisors | 4,504 | $252.5K | 0.03% | −8−0.2% | Reduced |
| Lion Street Advisors, LLC | 4,503 | $252.4K | 0.08% | +14+0.3% | Added |
| Pure Financial Advisors, Inc. | 4,476 | $250.9K | 0.01% | +279+6.6% | Added |
| Bank of New Hampshire | 4,470 | $250.6K | 0.07% | −3,275−42.3% | Reduced |
| Independent Financial Group, LLC | 4,468 | $250.5K | 0.01% | +4,468 | New |
| Alta Advisers Ltd | 4,461 | $250.1K | 0.11% | +4,461 | New |
| Aspect Partners, LLC | 4,445 | $249.2K | 0.14% | +4+0.1% | Added |
| Park National Corp | 4,378 | $245.5K | 0.01% | +125+2.9% | Added |
| Tompkins Financial Corp | 4,370 | $245.0K | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 4,363 | $244.7K | 0.07% | −6,739−60.7% | Reduced |
| Trust Point Inc. | 4,362 | $244.6K | 0.02% | −1,611−27.0% | Reduced |
| Register Financial Advisors LLC | 4,351 | $244.0K | 0.13% | +35+0.8% | Added |
| Sterling Investment Counsel, LLC | 4,351 | $244.0K | 0.08% | +250+6.1% | Added |
| Intrust Bank NA | 4,350 | $243.9K | 0.02% | −1,477−25.3% | Reduced |
| Jarislowsky, Fraser Ltd | 4,336 | $243.1K | 0.00% | −2,315−34.8% | Reduced |
| Evoke Wealth, LLC | 4,318 | $242.1K | 0.01% | +4,318 | New |
| CJM Wealth Advisers, Ltd. | 4,317 | $242.0K | 0.09% | +23+0.5% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $241.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,295 | $241.0K | 0.17% | +50+1.2% | Added |
| Reliant Investment Partners, LLC | 4,283 | $240.1K | 0.24% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,275 | $239.7K | 0.02% | +100+2.4% | Added |
| Novak & Powell Financial Services, Inc. | 4,254 | $238.5K | 0.15% | +34+0.8% | Added |
| Heritage Wealth Management, Inc. | 4,235 | $237.5K | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,232 | $237.3K | 0.00% | +451+11.9% | Added |
| MSH Capital Advisors LLC | 4,225 | $236.9K | 0.07% | +4,225 | New |
| NorthStar Asset Management LLC | 4,218 | $236.5K | 0.15% | −34−0.8% | Reduced |
| Commonwealth Financial Services, LLC | 4,217 | $236.4K | 0.05% | +7+0.2% | Added |
| Integrated Investment Consultants, LLC | 4,211 | $236.1K | 0.05% | +4,211 | New |
| David J Yvars Group | 4,208 | $235.9K | 0.19% | −87−2.0% | Reduced |
| Howard Bailey Securities, LLC | 4,187 | $234.8K | 0.08% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,185 | $234.7K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,169 | $233.8K | 0.00% | +112+2.8% | Added |
| Nadler Financial Group, Inc. | 4,132 | $231.7K | 0.03% | +4,132 | New |
| Institute for Wealth Management, LLC. | 4,130 | $231.6K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,103 | $230.1K | 0.07% | −364−8.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,092 | $229.4K | 0.02% | +4,092 | New |
| CIBC World Markets Inc. | 4,080 | $228.8K | 0.00% | −69,238−94.4% | Reduced |
| King Luther Capital Management Corp | 4,070 | $228.2K | 0.00% | −446−9.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $227.6K | 0.16% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,206 | $227.0K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,048 | $227.0K | 0.13% | −150−3.6% | Reduced |
| Tranquility Partners, LLC | 4,046 | $226.8K | 0.09% | +22+0.5% | Added |
| Inceptionr LLC | 4,041 | $226.6K | 0.07% | +4,041 | New |
| Cornerstone Advisors Asset Management, LLC | 4,024 | $225.6K | 0.05% | +4,024 | New |
| MKT Advisors LLC | 4,424 | $224.9K | 0.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,006 | $224.6K | 0.00% | +4,006 | New |
| First Citizens Bank & Trust Co | 3,996 | $224.1K | 0.01% | +3,996 | New |
| UMA Financial Services, Inc. | 3,984 | $223.4K | 0.04% | +21+0.5% | Added |
| Balboa Wealth Partners | 3,984 | $223.4K | 0.05% | +3,984 | New |
| Chicago Partners Investment Group LLC | 4,049 | $223.3K | 0.01% | −1,640−28.8% | Reduced |
| Eagle Strategies LLC | 3,969 | $222.5K | 0.04% | +210+5.6% | Added |
| Forum Financial Management, LP | 3,954 | $221.7K | 0.00% | −10−0.3% | Reduced |
| Hollow Brook Wealth Management LLC | 3,950 | $221.5K | 0.07% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,947 | $221.3K | 0.09% | +3,947 | New |
| Ferguson Wellman Capital Management, Inc | 3,946 | $221.3K | 0.00% | +3,946 | New |
| First Eagle Investment Management, LLC | 3,940 | $220.9K | 0.00% | +1,443+57.8% | Added |
| Ballast, Inc. | 3,938 | $220.8K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 3,937 | $220.7K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 3,926 | $220.1K | 0.02% | +3,926 | New |
| Prossimo Advisors, LLC | 3,932 | $220.0K | 0.17% | +3,932 | New |
| Summit Financial, LLC | 3,921 | $219.8K | 0.01% | +3,921 | New |
| Sheaff Brock Investment Advisors, LLC | 3,915 | $219.5K | 0.02% | +3,915 | New |
| Change Path, LLC | 3,905 | $219.0K | 0.01% | +3,905 | New |
| Newbridge Financial Services Group, Inc. | 3,898 | $218.5K | 0.05% | −2,542−39.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,056 | $218.5K | 0.07% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,870 | $217.0K | 0.00% | −100−2.5% | Reduced |
| Continuum Advisory, LLC | 3,868 | $216.9K | 0.03% | −20−0.5% | Reduced |
| Boston Family Office LLC | 3,850 | $216.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,851 | $215.9K | 0.01% | −7−0.2% | Reduced |
| Sapient Capital LLC | 3,845 | $215.6K | 0.00% | −137−3.4% | Reduced |
| Chapin Davis, Inc. | 3,841 | $215.4K | 0.07% | −251−6.1% | Reduced |
| North Star Investment Management Corp. | 3,837 | $215.1K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 3,815 | $213.9K | 0.02% | +3,815 | New |
| Barnes Wealth Management Group, Inc | 3,801 | $213.1K | 0.14% | +3,801 | New |
| Dudley Capital Management, LLC | 3,788 | $212.4K | 0.11% | −673−15.1% | Reduced |
| Somerset Trust Co | 3,781 | $212.0K | 0.08% | +3,781 | New |
| Wealth Alliance | 3,779 | $211.9K | 0.03% | +58+1.6% | Added |
| Probity Advisors, Inc. | 3,774 | $211.6K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,762 | $210.9K | 0.00% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,756 | $210.6K | 0.07% | +9+0.2% | Added |
| Journey Strategic Wealth LLC | 3,741 | $209.8K | 0.01% | +3,741 | New |
| KFA Private Wealth Group, LLC | 3,735 | $209.4K | 0.07% | +3,735 | New |
| DRW Securities, LLC | 3,733 | $209.3K | 0.02% | +3,733 | New |
| Farmers National Bank | 3,730 | $209.1K | 0.06% | +3,730 | New |
| Flputnam Investment Management Co | 3,728 | $209.0K | 0.00% | −817−18.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,725 | $208.9K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $207.5K | 0.10% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,700 | $207.5K | 0.05% | +3,700 | New |
| Widmann Financial Services, Inc. | 3,691 | $207.0K | 0.16% | +3,691 | New |
| RIA Advisory Group LLC | 3,678 | $206.2K | 0.07% | +3,678 | New |
| Nalls Sherbakoff Group, LLC | 3,675 | $206.1K | 0.17% | +3,675 | New |
| Hunter Associates Investment Management LLC | 3,688 | $206.0K | 0.03% | +3,688 | New |
| Sound View Wealth Advisors Group, LLC | 3,672 | $205.9K | 0.02% | −695−15.9% | Reduced |
| Sandbox Financial Partners, LLC | 3,656 | $205.0K | 0.07% | +3,656 | New |
| Howard Capital Management Group, LLC | 3,635 | $203.8K | 0.02% | +3,635 | New |
| David Loasby | 3,919 | $203.5K | 0.02% | −309−7.3% | Reduced |