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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 33,861 | $1.90M | 0.16% | +249+0.7% | Added |
| Miller Howard Investments Inc | 33,717 | $1.89M | 0.06% | +3,094+10.1% | Added |
| Conning Inc. | 33,365 | $1.87M | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 33,364 | $1.87M | 0.07% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 33,290 | $1.87M | 0.35% | −17,390−34.3% | Reduced |
| Stratos Wealth Partners, LTD. | 33,092 | $1.86M | 0.03% | −3,025−8.4% | Reduced |
| Profund Advisors LLC | 33,086 | $1.86M | 0.08% | −12,285−27.1% | Reduced |
| Bryn Mawr Trust Co | 33,034 | $1.85M | 0.03% | +3,303+11.1% | Added |
| Blair William & Co | 32,925 | $1.85M | 0.01% | −543−1.6% | Reduced |
| Quadrant Capital Group LLC | 32,527 | $1.82M | 0.07% | +24,976+330.8% | Added |
| RSM US Wealth Management LLC | 32,258 | $1.81M | 0.03% | −7,568−19.0% | Reduced |
| Quantbot Technologies LP | 31,915 | $1.79M | 0.06% | +31,915 | New |
| United Capital Financial Advisers, LLC | 31,715 | $1.78M | 0.02% | −4,168−11.6% | Reduced |
| Redwood Investment Management, LLC | 31,595 | $1.77M | 0.19% | −3,006−8.7% | Reduced |
| 3Chopt Investment Partners, LLC | 31,598 | $1.77M | 0.46% | +2,284+7.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,597 | $1.77M | 0.12% | +31,597 | New |
| Meketa Investment Group Inc | 31,446 | $1.76M | 2.37% | +14,437+84.9% | Added |
| SG Americas Securities, LLC | 31,445 | $1.76M | 0.01% | −66,966−68.0% | Reduced |
| Hartford Financial Management Inc. | 31,435 | $1.76M | 0.36% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 31,381 | $1.76M | 0.01% | −1,219−3.7% | Reduced |
| Berkshire Bank | 31,305 | $1.76M | 0.43% | +736+2.4% | Added |
| Gsa Capital Partners LLP | 31,252 | $1.75M | 0.16% | +31,252 | New |
| Courier Capital LLC | 30,845 | $1.73M | 0.11% | +3,673+13.5% | Added |
| Lido Advisors, LLC | 30,691 | $1.72M | 0.01% | +3,782+14.1% | Added |
| All Terrain Financial Advisors, LLC | 30,660 | $1.72M | 0.67% | +3,028+11.0% | Added |
| Intech Investment Management LLC | 30,460 | $1.71M | 0.02% | +12,663+71.2% | Added |
| Banque Cantonale Vaudoise | 30,179 | $1.69M | 0.07% | +30,179 | New |
| Teilinger Capital Ltd. | 30,000 | $1.68M | 1.68% | +30,000 | New |
| Altman Advisors, Inc. | 30,928 | $1.68M | 0.78% | +1,132+3.8% | Added |
| Qube Research & Technologies Ltd | 29,966 | $1.68M | 0.00% | +29,966 | New |
| Alpha Omega Wealth Management LLC | 29,821 | $1.67M | 0.32% | −3,840−11.4% | Reduced |
| Everence Capital Management Inc | 29,700 | $1.67M | 0.11% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 29,592 | $1.66M | 0.04% | +5,388+22.3% | Added |
| Aigen Investment Management, LP | 29,391 | $1.65M | 0.26% | −19,254−39.6% | Reduced |
| Westpac Banking Corp | 29,292 | $1.64M | 0.12% | −4,465−13.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 29,156 | $1.64M | 0.61% | +52+0.2% | Added |
| Rothschild Investment LLC | 29,209 | $1.64M | 0.11% | +1,025+3.6% | Added |
| Moors & Cabot, Inc. | 29,206 | $1.64M | 0.08% | +1,153+4.1% | Added |
| Central Trust Co | 29,089 | $1.63M | 0.04% | −2,338−7.4% | Reduced |
| Empirical Finance, LLC | 29,054 | $1.63M | 0.10% | +625+2.2% | Added |
| Allstate Corp | 28,998 | $1.63M | 0.05% | +3,963+15.8% | Added |
| Beverly Hills Private Wealth, LLC | 28,511 | $1.60M | 0.32% | +1,014+3.7% | Added |
| Level Four Advisory Services, LLC | 28,184 | $1.58M | 0.06% | +2,268+8.8% | Added |
| Greenwood Capital Associates LLC | 28,157 | $1.58M | 0.21% | +9,083+47.6% | Added |
| Machina Capital S.A.S. | 28,098 | $1.58M | 0.47% | +28,098 | New |
| Inspire Trust Co, N.A. | 28,000 | $1.57M | 0.37% | +3,000+12.0% | Added |
| Bay Rivers Group | 27,955 | $1.57M | 0.82% | −1,813−6.1% | Reduced |
| J.W. Cole Advisors, Inc. | 27,692 | $1.55M | 0.05% | +16,062+138.1% | Added |
| Total Clarity Wealth Management, Inc. | 28,601 | $1.54M | 0.50% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 26,929 | $1.51M | 0.10% | +20+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,716 | $1.50M | 0.02% | +44+0.2% | Added |
| Leo Wealth, LLC | 26,597 | $1.49M | 0.21% | +6,264+30.8% | Added |
| Capital Investment Counsel, Inc | 26,514 | $1.49M | 0.22% | +2,420+10.0% | Added |
| Nomura Holdings Inc | 26,506 | $1.49M | 0.01% | −1,170−4.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 26,489 | $1.49M | 0.04% | −119−0.4% | Reduced |
| Patten & Patten Inc | 26,460 | $1.48M | 0.10% | +4,905+22.8% | Added |
| Palisade Asset Management, LLC | 26,445 | $1.48M | 0.15% | +120+0.5% | Added |
| Garner Asset Management Corp | 26,322 | $1.48M | 0.65% | +1,760+7.2% | Added |
| Pensionfund Sabic | 26,300 | $1.48M | 0.44% | −3,200−10.8% | Reduced |
| Providence First Trust Co | 26,189 | $1.47M | 0.60% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 26,120 | $1.46M | 0.03% | −1,313−4.8% | Reduced |
| International Assets Investment Management, LLC | 25,854 | $1.45M | 0.13% | −1,072−4.0% | Reduced |
| Bull Street Advisors, LLC | 25,850 | $1.45M | 0.69% | +180+0.7% | Added |
| Park Avenue Securities LLC | 25,621 | $1.44M | 0.02% | +2,056+8.7% | Added |
| Coldstream Capital Management Inc | 25,569 | $1.43M | 0.03% | −17−0.1% | Reduced |
| Arkadios Wealth Advisors | 25,391 | $1.42M | 0.05% | +20,461+415.0% | Added |
| Tounjian Advisory Partners, LLC | 25,390 | $1.42M | 0.27% | +25,390 | New |
| Assenagon Asset Management S.A. | 25,223 | $1.41M | 0.00% | −16,976−40.2% | Reduced |
| Lee Danner & Bass Inc | 25,069 | $1.41M | 0.11% | −400−1.6% | Reduced |
| Plan Group Financial, LLC | 24,960 | $1.40M | 0.50% | +8,911+55.5% | Added |
| Canandaigua National Bank & Trust Co | 24,928 | $1.40M | 0.14% | −3,839−13.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,547 | $1.38M | 0.02% | −6,300−20.4% | Reduced |
| Madison Asset Management, LLC | 24,521 | $1.37M | 0.02% | +4,837+24.6% | Added |
| Vident Advisory, LLC | 24,493 | $1.37M | 0.02% | +8,113+49.5% | Added |
| Resources Investment Advisors, LLC. | 24,455 | $1.37M | 0.02% | +995+4.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,372 | $1.37M | 0.10% | +3,817+18.6% | Added |
| Sigma Planning Corp | 23,842 | $1.34M | 0.04% | −272−1.1% | Reduced |
| Integrated Advisors Network LLC | 23,731 | $1.33M | 0.07% | −232−1.0% | Reduced |
| 111 Capital | 23,711 | $1.33M | 0.26% | +9,627+68.4% | Added |
| Spire Wealth Management | 23,411 | $1.31M | 0.04% | −1,429−5.8% | Reduced |
| Generali Asset Management SPA SGR | 23,285 | $1.31M | 0.03% | −44,167−65.5% | Reduced |
| AustralianSuper Pty Ltd | 23,017 | $1.29M | 0.01% | +23,017 | New |
| SageView Advisory Group, LLC | 23,013 | $1.29M | 0.06% | −752−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 22,887 | $1.28M | 0.08% | −2,669−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,866 | $1.28M | 0.01% | +8,901+63.7% | Added |
| Personal Cfo Solutions, LLC | 22,841 | $1.28M | 0.26% | −422−1.8% | Reduced |
| GAMMA Investing LLC | 22,771 | $1.28M | 0.10% | +2,673+13.3% | Added |
| Simmons Bank | 22,696 | $1.27M | 0.10% | +6,386+39.2% | Added |
| Valmark Advisers, Inc. | 22,692 | $1.27M | 0.02% | −483−2.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,638 | $1.27M | 0.01% | +6,756+42.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,473 | $1.26M | 0.00% | +382+1.7% | Added |
| Tradewinds, LLC. | 22,229 | $1.25M | 0.35% | +10.0% | Added |
| MAI Capital Management | 21,836 | $1.22M | 0.01% | +6,087+38.7% | Added |
| Ascent Wealth Partners, LLC | 21,656 | $1.21M | 0.16% | −27−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,474 | $1.20M | 0.01% | +1,037+5.1% | Added |
| Trust Co of Toledo NA | 21,422 | $1.20M | 0.16% | −718−3.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 21,087 | $1.18M | 0.23% | −7,845−27.1% | Reduced |
| Cullinan Associates Inc | 21,078 | $1.18M | 0.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,981 | $1.18M | 0.19% | −19,619−48.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 20,903 | $1.17M | 0.04% | +2,952+16.4% | Added |