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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1,092 | $61.3K | 0.01% | +53+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,076 | $60.4K | 0.01% | +12+1.1% | Added |
| ORG Partners LLC | 1,062 | $59.7K | 0.01% | −78−6.8% | Reduced |
| Beacon Capital Management, LLC | 1,057 | $59.3K | 0.01% | +12+1.1% | Added |
| Glen Eagle Advisors, LLC | 1,031 | $57.8K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $56.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $56.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 979 | $54.9K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 961 | $54.4K | 0.01% | −326−25.3% | Reduced |
| Byrne Asset Management LLC | 950 | $53.3K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 949 | $53.2K | 0.01% | +12+1.3% | Added |
| GW&K Investment Management, LLC | 930 | $52.0K | 0.00% | −1−0.1% | Reduced |
| SWAN Capital LLC | 922 | $51.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 915 | $51.3K | 0.01% | +377+70.1% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $50.5K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $50.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 898 | $50.3K | 0.02% | +2+0.2% | Added |
| Slocum, Gordon & Co LLP | 895 | $50.2K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $48.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 823 | $46.1K | 0.00% | +541+191.8% | Added |
| Briaud Financial Planning, Inc | 819 | $45.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 800 | $44.9K | 0.03% | +500+166.7% | Added |
| MV Capital Management, Inc. | 785 | $44.0K | 0.00% | +5+0.6% | Added |
| Oakworth Capital, Inc. | 781 | $43.8K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 780 | $43.7K | 0.03% | +140+21.9% | Added |
| Archer Investment Corp | 778 | $43.6K | 0.01% | +434+126.2% | Added |
| McClarren Financial Advisors, Inc. | 56 | $43.0K | 0.03% | −712−92.7% | Reduced |
| SIMA Wealth Partners, LLC | 745 | $41.8K | 0.03% | −409−35.4% | Reduced |
| Kimelman & Baird, LLC | 730 | $40.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 729 | $40.9K | 0.02% | +209+40.2% | Added |
| Decker Retirement Planning Inc. | 724 | $40.6K | 0.03% | −910−55.7% | Reduced |
| Covestor Ltd | 681 | $39.0K | 0.03% | −823−54.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 693 | $38.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 670 | $38.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 647 | $36.3K | 0.02% | +5+0.8% | Added |
| Center for Financial Planning, Inc. | 641 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 609 | $34.0K | 0.01% | +73+13.6% | Added |
| Antipodes Partners Ltd | 604 | $33.9K | 0.00% | +604 | New |
| N.E.W. Advisory Services LLC | 601 | $33.7K | 0.00% | +601 | New |
| Pillar Financial Advisors, LLC | 600 | $33.6K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $33.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $32.9K | 0.01% | −17−2.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 585 | $32.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 575 | $32.2K | 0.00% | −282−32.9% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $31.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 550 | $30.8K | 0.00% | −78−12.4% | Reduced |
| DAGCO, Inc. | 548 | $30.7K | 0.01% | +548 | New |
| Navigoe, LLC | 550 | $30.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 531 | $29.8K | 0.01% | −103−16.2% | Reduced |
| Gen-Wealth Partners Inc | 502 | $28.1K | 0.01% | −99−16.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $28.0K | 0.01% | +500 | New |
| Roble, Belko & Company, Inc | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 499 | $28.0K | 0.01% | −252−33.6% | Reduced |
| Semmax Financial Advisors Inc. | 497 | $27.4K | 0.01% | +8+1.6% | Added |
| Quest Partners LLC | 486 | $27.3K | 0.00% | +486 | New |
| Monetary Management Group Inc | 479 | $26.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 463 | $26.0K | 0.02% | −38−7.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $25.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 457 | $25.6K | 0.02% | −106−18.8% | Reduced |
| Private Wealth Asset Management, LLC | 454 | $25.5K | 0.00% | +454 | New |
| Johnson Financial Group, Inc. | 446 | $25.0K | 0.00% | −91−16.9% | Reduced |
| MCF Advisors LLC | 426 | $23.9K | 0.00% | +25+6.2% | Added |
| Dynamic Wealth Strategies, LLC | 426 | $23.9K | 0.02% | +426 | New |
| Missouri Trust & Investment Co | 425 | $23.8K | 0.01% | −400−48.5% | Reduced |
| Cape Investment Advisory, Inc. | 418 | $23.4K | 0.01% | −53−11.3% | Reduced |
| New England Capital Financial Advisors LLC | 402 | $22.6K | 0.01% | +402 | New |
| American National Bank | 382 | $21.4K | 0.00% | −100−20.7% | Reduced |
| Costello Asset Management, INC | 361 | $20.3K | 0.01% | +361 | New |
| Wolff Wiese Magana LLC | 360 | $20.2K | 0.01% | −13−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 360 | $20.2K | 0.00% | +246+215.8% | Added |
| Flagship Wealth Advisors, LLC | 360 | $20.2K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 352 | $19.7K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 339 | $19.0K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 332 | $18.8K | 0.02% | +3+0.9% | Added |
| Saudi Central Bank | 331 | $18.6K | 0.10% | +331 | New |
| West Financial Advisors, LLC | 326 | $18.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 320 | $17.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $17.8K | 0.00% | −10−3.0% | Reduced |
| Sierra Ocean, LLC | 314 | $17.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 313 | $17.6K | 0.00% | −206−39.7% | Reduced |
| Bangor Savings Bank | 310 | $17.4K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 308 | $17.3K | 0.01% | +46+17.6% | Added |
| Quest 10 Wealth Builders, Inc. | 304 | $17.0K | 0.02% | +15+5.2% | Added |
| ESL Trust Services, LLC | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 299 | $16.8K | 0.00% | −255−46.0% | Reduced |
| Pacifica Partners Inc. | 282 | $15.9K | 0.01% | +97+52.4% | Added |
| Golden State Wealth Management, LLC | 282 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 282 | $15.8K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $15.7K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 273 | $15.3K | 0.01% | +273 | New |
| BankPlus Trust Department | 268 | $15.0K | 0.01% | −207−43.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 265 | $14.9K | 0.01% | +2+0.8% | Added |
| NewSquare Capital LLC | 256 | $14.4K | 0.00% | +227+782.8% | Added |
| Cornerstone Planning Group LLC | 269 | $14.3K | 0.00% | +36+15.5% | Added |