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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 3,602 | $202.0K | 0.01% | −900−20.0% | Reduced |
| R Squared Ltd | 3,600 | $201.9K | 0.22% | −1,500−29.4% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,590 | $201.3K | 0.06% | +3,590 | New |
| Klingman & Associates, LLC | 3,583 | $200.9K | 0.01% | +3,583 | New |
| L2 Asset Management, LLC | 3,575 | $200.4K | 0.04% | +3,575 | New |
| Viking Fund Management LLC | 3,500 | $196.2K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 3,464 | $194.0K | 0.03% | −835−19.4% | Reduced |
| Bank & Trust Co | 3,424 | $192.0K | 0.16% | +2,323+211.0% | Added |
| William B. Walkup & Associates, Inc. | 3,408 | $191.1K | 0.12% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,352 | $187.9K | 0.08% | +228+7.3% | Added |
| Parkside Financial Bank & Trust | 3,328 | $186.6K | 0.02% | +91+2.8% | Added |
| Front Row Advisors LLC | 3,266 | $183.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,248 | $182.1K | 0.03% | +319+10.9% | Added |
| Cascades Capital Asset Management, LLC | 3,215 | $180.3K | 0.10% | +3,215 | New |
| SRS Capital Advisors, Inc. | 3,127 | $175.3K | 0.01% | +125+4.2% | Added |
| Sound Income Strategies, LLC | 3,055 | $171.3K | 0.01% | +116+3.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,165 | $168.8K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,000 | $168.2K | 0.08% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,900 | $162.6K | 0.04% | −1,400−32.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 2,900 | $162.6K | 0.07% | +2,900 | New |
| Washington Trust Co | 2,862 | $160.5K | 0.01% | +10.0% | Added |
| Richardson Financial Services Inc. | 2,825 | $158.4K | 0.12% | −30−1.1% | Reduced |
| Quent Capital, LLC | 2,805 | $157.3K | 0.02% | −305−9.8% | Reduced |
| Virtus Investment Advisers, Inc. | 2,793 | $156.6K | 0.04% | +2,793 | New |
| Rosenberg Matthew Hamilton | 2,749 | $154.1K | 0.04% | −24−0.9% | Reduced |
| Kestra Investment Management, LLC | 2,748 | $154.1K | 0.00% | −797−22.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,724 | $152.7K | 0.02% | −199−6.8% | Reduced |
| Delta Asset Management LLC | 2,690 | $150.8K | 0.01% | −100−3.6% | Reduced |
| Motco | 2,685 | $150.5K | 0.02% | −184−6.4% | Reduced |
| Cromwell Holdings LLC | 2,666 | $149.5K | 0.10% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,628 | $147.4K | 0.02% | +875+49.9% | Added |
| CNB Bank | 2,628 | $147.4K | 0.07% | −1,981−43.0% | Reduced |
| S.A. Mason LLC | 2,498 | $140.1K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,493 | $139.8K | 0.01% | −309−11.0% | Reduced |
| Crews Bank & Trust | 2,469 | $138.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,432 | $136.4K | 0.00% | −832−25.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $136.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,430 | $136.0K | 0.05% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,412 | $135.2K | 0.06% | +29+1.2% | Added |
| Stonebridge Financial Group, LLC | 2,385 | $133.7K | 0.01% | +7+0.3% | Added |
| Crowley Wealth Management, Inc. | 2,380 | $133.4K | 0.13% | −2,630−52.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,250 | $126.2K | 0.12% | +2,250 | New |
| Aventura Private Wealth, LLC | 2,242 | $125.7K | 0.07% | +11+0.5% | Added |
| Sittner & Nelson, LLC | 2,198 | $123.2K | 0.05% | −350−13.7% | Reduced |
| Independence Bank of Kentucky | 2,176 | $122.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,135 | $119.7K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 2,062 | $115.6K | 0.11% | +2,062 | New |
| Laurel Wealth Advisors LLC | 2,003 | $112.3K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 2,000 | $112.1K | 0.05% | −300−13.0% | Reduced |
| Washington Trust Advisors, Inc. | 2,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,000 | $112.1K | 0.06% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2,000 | $110.0K | 0.06% | +10+0.5% | Added |
| NBC Securities, Inc. | 1,963 | $110.0K | 0.01% | +1,962+196,200.0% | Added |
| Union Savings Bank | 1,945 | $109.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,116 | $108.0K | 0.07% | −1,347−38.9% | Reduced |
| Avalon Trust Co | 1,887 | $105.8K | 0.01% | +1,547+455.0% | Added |
| Tradewinds Capital Management, LLC | 1,875 | $105.1K | 0.03% | +22+1.2% | Added |
| Asset Planning,Inc | 1,839 | $103.1K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,827 | $102.4K | 0.05% | 00.0% | Unchanged |
| City State Bank | 1,806 | $101.3K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,757 | $98.5K | 0.02% | +1,757 | New |
| Sawyer & Company, Inc | 1,704 | $96.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,700 | $95.3K | 0.00% | −36,000−95.5% | Reduced |
| Clear Street Markets LLC | 1,700 | $95.3K | 0.07% | −3,900−69.6% | Reduced |
| POM Investment Strategies, LLC | 1,640 | $92.0K | 0.11% | +1,640 | New |
| Riggs Asset Managment Co. Inc. | 1,612 | $90.4K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,608 | $90.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,591 | $89.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,585 | $88.9K | 0.00% | +929+141.6% | Added |
| Winnow Wealth LLC | 1,582 | $88.7K | 0.08% | +8+0.5% | Added |
| Catalyst Capital Advisors LLC | 1,580 | $88.6K | 0.00% | −96−5.7% | Reduced |
| Quarry LP | 1,578 | $88.5K | 0.02% | +1,578 | New |
| Hazlett, Burt & Watson, Inc. | 1,525 | $86.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $86.0K | 0.02% | +43+2.9% | Added |
| Piscataqua Savings Bank | 1,517 | $85.0K | 0.08% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1,498 | $84.0K | 0.07% | +10+0.7% | Added |
| Carolinas Wealth Consulting LLC | 1,487 | $83.4K | 0.02% | −168−10.2% | Reduced |
| von Borstel & Associates, Inc. | 1,465 | $82.0K | 0.02% | +1,465 | New |
| Alpine Bank Wealth Management | 1,452 | $81.4K | 0.01% | +1,452 | New |
| Harbor Investment Advisory, LLC | 1,430 | $80.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,415 | $79.0K | 0.01% | +14+1.0% | Added |
| FWL Investment Management, LLC | 1,390 | $77.9K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 1,381 | $77.4K | 0.03% | −612−30.7% | Reduced |
| Simplex Trading, LLC | 1,386 | $77.0K | 0.00% | +1,386 | New |
| Hopwood Financial Services, Inc. | 1,351 | $75.8K | 0.06% | −679−33.4% | Reduced |
| Princeton Global Asset Management LLC | 1,340 | $75.2K | 0.01% | +15+1.1% | Added |
| Coastline Trust Co | 1,272 | $71.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,261 | $70.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,258 | $70.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,232 | $69.1K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,200 | $67.3K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,198 | $67.2K | 0.00% | +1,198 | New |
| Private Wealth Management Group, LLC | 1,186 | $66.5K | 0.02% | +59+5.2% | Added |
| Strategic Investment Solutions, Inc. | 1,167 | $65.4K | 0.02% | +54+4.9% | Added |
| Addison Advisors LLC | 1,160 | $65.0K | 0.02% | −19−1.6% | Reduced |
| Millstone Evans Group, LLC | 1,142 | $64.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,117 | $62.6K | 0.02% | +30+2.8% | Added |
| American Capital Advisory, LLC | 1,113 | $62.4K | 0.03% | +5+0.5% | Added |
| SOA Wealth Advisors, LLC. | 1,109 | $62.2K | 0.01% | +10+0.9% | Added |
| Bank of Jackson Hole Trust | 1,092 | $61.8K | 0.04% | 00.0% | Unchanged |