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Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,407 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2025: $37.0B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2024.

Institutions holding D in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Bridge, LLC245$13.7K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC243$13.6K0.01%00.0%Unchanged
Garde Capital, Inc.242$13.6K0.00%+242New
Pingora Partners LLC235$13.2K0.01%00.0%Unchanged
Graybill Bartz & Assoc Ltd235$13.2K0.00%+235New
GHP Investment Advisors, Inc.230$12.9K0.00%−21−8.4%Reduced
McIlrath & Eck, LLC230$12.9K0.00%00.0%Unchanged
Abound Wealth Management217$12.2K0.00%−59−21.4%Reduced
Winch Advisory Services, LLC216$12.1K0.00%+1+0.5%Added
Perritt Capital Management Inc215$12.1K0.01%00.0%Unchanged
Creative Financial Designs Inc213$11.9K0.00%+2+0.9%Added
Westside Investment Management, Inc.210$11.8K0.00%00.0%Unchanged
GoalVest Advisory LLC203$11.4K0.00%+3+1.5%Added
Albion Financial Group200$11.2K0.00%−558−73.6%Reduced
Operose Advisors LLC200$11.2K0.00%−110−35.5%Reduced
BOK Financial Private Wealth, Inc.200$11.2K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$11.2K0.01%00.0%Unchanged
West Paces Advisors Inc.197$11.0K0.00%00.0%Unchanged
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
Avion Wealth213$11.0K0.00%00.0%Unchanged
Dunhill Financial, LLC195$10.9K0.00%−18−8.5%Reduced
FSA Wealth Management LLC187$10.5K0.00%00.0%Unchanged
Pacific Center for Financial Services168$9.42K0.00%−332−66.4%Reduced
Ramirez Asset Management, Inc.166$9.31K0.00%00.0%Unchanged
True Wealth Design, LLC166$9.29K0.00%+96+137.1%Added
Highline Wealth Partners LLC163$9.14K0.00%+21+14.8%Added
PSI Advisors, LLC162$9.08K0.00%00.0%Unchanged
Kennebec Savings Bank160$8.97K0.01%00.0%Unchanged
Security National Bank159$8.91K0.00%00.0%Unchanged
Nemes Rush Group LLC154$8.63K0.00%00.0%Unchanged
Asset Dedication, LLC153$8.58K0.00%00.0%Unchanged
Ossiam152$8.52K0.00%−229,604−99.9%Reduced
Barrett & Company, Inc.150$8.41K0.00%00.0%Unchanged
Trust Co150$8.41K0.00%00.0%Unchanged
Anfield Capital Management, LLC147$8.24K0.00%00.0%Unchanged
Newton One Investments LLC146$8.21K0.00%+1+0.7%Added
Activest Wealth Management146$8.19K0.00%+138+1,725.0%Added
Accent Capital Management, LLC143$8.02K0.00%+143New
First Pacific Financial128$7.18K0.00%+128New
Ogorek Anthony Joseph140$7.00K0.00%+140New
Greenline Partners, LLC124$6.95K0.00%+124New
Fortitude Family Office, LLC111$6.22K0.00%−2,539−95.8%Reduced
WealthCollab, LLC108$6.06K0.00%+108New
ROSS\JOHNSON & Associates LLC105$5.89K0.10%+105New
Investment Management Corp101$5.67K0.01%+1+1.0%Added
Richards, Merrill & Peterson, Inc.100$5.61K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$5.61K0.00%00.0%Unchanged
Vision Financial Markets LLC100$5.61K0.01%+100New
Flaharty Asset Management, LLC100$5.61K0.00%+100New
SJS Investment Consulting Inc.99$5.55K0.00%+1+1.0%Added
Rakuten Securities, Inc.95$5.33K0.00%−263−73.5%Reduced
Uniplan Investment Counsel, Inc.92$5.21K0.00%+92New
WPG Advisers, LLC90$5.05K0.00%+76+542.9%Added
Carolina Wealth Advisors, LLC88$4.93K0.00%00.0%Unchanged
Ameriflex Group, Inc.87$4.88K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC86$4.82K0.00%00.0%Unchanged
Creekmur Asset Management LLC72$4.04K0.00%+72New
Accordant Advisory Group Inc71$3.98K0.00%00.0%Unchanged
Arlington Trust Co LLC70$3.92K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$3.76K0.00%00.0%Unchanged
Kozak & Associates, Inc.66$3.58K0.00%−24−26.7%Reduced
Cheviot Value Management, LLC64$3.48K0.00%+64New
Thompson Investment Management, Inc.56$3.14K0.00%00.0%Unchanged
Fairscale Capital, LLC55$3.08K0.00%−72−56.7%Reduced
Penserra Capital Management LLC69$3.00K0.00%−2,127−96.9%Reduced
Coston, McIsaac & Partners58$3.00K0.00%+1+1.8%Added
Jackson, Grant Investment Advisers, Inc.46$2.58K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.47K0.00%00.0%Unchanged
Clark Wealth Partners42$2.35K0.00%+42New
Atlas Capital Advisors LLC42$2.35K0.00%00.0%Unchanged
Binnacle Investments Inc41$2.30K0.00%+41New
Transce3nd, LLC40$2.24K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC40$2.24K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC39$2.19K0.00%00.0%Unchanged
Global Trust Asset Management, LLC34$1.91K0.00%00.0%Unchanged
Tidemark, LLC33$1.85K0.00%00.0%Unchanged
Rialto Wealth Management, LLC31$1.74K0.00%+31New
Horizon Financial Services, LLC31$1.74K0.00%+31New
Iron Horse Wealth Management, LLC30$1.68K0.00%−15−33.3%Reduced
Core Alternative Capital29$1.63K0.00%−120−80.5%Reduced
MPWM Advisory Solutions, LLC29$1.63K0.00%00.0%Unchanged
NVWM, LLC26$1.46K0.00%+5+23.8%Added
Halbert Hargrove Global Advisors, LLC25$1.38K0.00%+25New
Graney & King, LLC22$1.23K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC22$1.23K0.00%+22New
TD Capital Management LLC21$1.18K0.00%+21New
Stone House Investment Management, LLC20$1.12K0.00%+20New
CarsonAllaria Wealth Management, Ltd.18$1.01K0.00%−95−84.1%Reduced
Bay Harbor Wealth Management, LLC18$1.01K0.00%+18New
Principia Wealth Advisory, LLC18$9410.00%00.0%Unchanged
Raleigh Capital Management Inc.17$9290.00%−714−97.7%Reduced
Marshall & Sterling Wealth Advisors Inc.14$7840.00%+14New
TFC Financial Management13$7290.00%00.0%Unchanged
Fortis Group Advisors, LLC13$7290.00%00.0%Unchanged
Capital A Wealth Management, LLC13$7290.00%+5+62.5%Added
Osterweis Capital Management Inc10$5610.00%+10New
Parkworth Wealth Management, Inc.9$5050.00%00.0%Unchanged
Whipplewood Advisors, LLC50$5050.00%+41+455.6%Added
Heck Capital Advisors, LLC9$5050.00%+9New
HFM Investment Advisors, LLC7$3930.00%+7New