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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 15,010 | $841.6K | 0.19% | −90−0.6% | Reduced |
| Cito Capital Group, LLC | 15,000 | $841.0K | 0.32% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,922 | $836.7K | 0.85% | +76+0.5% | Added |
| Hilltop Holdings Inc. | 14,883 | $834.5K | 0.05% | +2,027+15.8% | Added |
| Whitener Capital Management, Inc. | 14,870 | $833.8K | 0.24% | +247+1.7% | Added |
| MUFG Securities Americas Inc. | 14,869 | $833.7K | 0.10% | +2,469+19.9% | Added |
| Vista Investment Management | 14,806 | $830.2K | 0.32% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,281 | $825.8K | 0.02% | +9,833+180.5% | Added |
| Jeppson Wealth Management, LLC | 14,714 | $825.0K | 0.30% | +1,888+14.7% | Added |
| Confluence Wealth Services, Inc. | 15,457 | $824.3K | 0.05% | +4,294+38.5% | Added |
| Quadrature Capital Ltd | 14,700 | $824.2K | 0.02% | +14,700 | New |
| StoneX Group Inc. | 14,681 | $823.2K | 0.05% | −2,269−13.4% | Reduced |
| First Bank & Trust | 14,672 | $822.7K | 0.16% | −14,382−49.5% | Reduced |
| Excalibur Management Corp | 14,652 | $821.5K | 0.32% | −212−1.4% | Reduced |
| Concord Wealth Partners | 14,637 | $820.7K | 0.13% | +7,220+97.3% | Added |
| Future Fund LLC | 14,607 | $819.0K | 1.05% | +14,607 | New |
| Heritage Wealth Advisors | 14,485 | $812.2K | 0.04% | −263−1.8% | Reduced |
| Umb Bank N A | 14,425 | $808.8K | 0.01% | −2,848−16.5% | Reduced |
| Ballentine Partners, LLC | 14,336 | $803.8K | 0.01% | +1,120+8.5% | Added |
| Sherbrooke Park Advisers LLC | 14,270 | $800.1K | 0.37% | +8,803+161.0% | Added |
| Prosperity Consulting Group, LLC | 14,243 | $798.6K | 0.06% | −1,262−8.1% | Reduced |
| Concord Asset Management, LLC | 14,966 | $798.1K | 0.18% | +8,469+130.4% | Added |
| TCI Wealth Advisors, Inc. | 14,176 | $794.8K | 0.06% | +100+0.7% | Added |
| Cornercap Investment Counsel Inc | 14,133 | $792.4K | 0.42% | −176−1.2% | Reduced |
| Meridian Financial Partners LLC | 14,134 | $792.0K | 0.40% | +164+1.2% | Added |
| Meeder Advisory Services, Inc. | 14,061 | $788.4K | 0.05% | +160+1.2% | Added |
| TCTC Holdings, LLC | 14,028 | $786.5K | 0.03% | +247+1.8% | Added |
| FineMark National Bank & Trust | 14,018 | $786.0K | 0.03% | −394−2.7% | Reduced |
| Fisher Asset Management, LLC | 14,003 | $785.2K | 0.00% | +14,003 | New |
| Good Life Advisors, LLC | 13,962 | $782.9K | 0.06% | +2,795+25.0% | Added |
| Shelton Wealth Management, LLC | 13,940 | $781.6K | 0.45% | +170+1.2% | Added |
| Longfellow Investment Management Co LLC | 13,937 | $781.4K | 0.19% | +4,127+42.1% | Added |
| Acorn Financial Advisory Services Inc | 13,918 | $780.4K | 0.14% | −1,137−7.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,899 | $779.3K | 0.53% | −115−0.8% | Reduced |
| Marco Investment Management LLC | 13,889 | $778.8K | 0.07% | −500−3.5% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 13,882 | $778.4K | 0.57% | +163+1.2% | Added |
| Navalign, LLC | 13,592 | $762.1K | 0.22% | +785+6.1% | Added |
| CoreCap Advisors, LLC | 13,498 | $756.8K | 0.03% | +911+7.2% | Added |
| Brown Brothers Harriman & Co | 13,479 | $755.8K | 0.01% | +50+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,431 | $753.1K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 13,379 | $750.1K | 0.29% | +827+6.6% | Added |
| Archford Capital Strategies, LLC | 13,374 | $749.9K | 0.11% | −8−0.1% | Reduced |
| Walleye Capital LLC | 13,318 | $746.7K | 0.01% | +10,548+380.8% | Added |
| Bearing Point Capital, LLC | 13,300 | $745.7K | 0.16% | +3,800+40.0% | Added |
| Nilsine Partners, LLC | 13,212 | $740.8K | 0.08% | −193−1.4% | Reduced |
| MEMBERS Trust Co | 13,138 | $736.6K | 0.03% | +30.0% | Added |
| Wealthspire Advisors, LLC | 13,030 | $730.6K | 0.00% | −354−2.6% | Reduced |
| Danske Bank A/S | 12,800 | $717.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,779 | $717.0K | 0.03% | +2,019+18.8% | Added |
| Miller Financial Services LLC | 12,725 | $713.5K | 1.03% | +249+2.0% | Added |
| Salvus Wealth Management, LLC | 12,679 | $710.9K | 0.45% | +2,389+23.2% | Added |
| Meridian Wealth Management, LLC | 12,676 | $710.8K | 0.03% | +816+6.9% | Added |
| HBW Advisory Services LLC | 12,652 | $709.4K | 0.10% | −309−2.4% | Reduced |
| Chicago Capital, LLC | 12,629 | $708.1K | 0.02% | +8,630+215.8% | Added |
| Liberty One Investment Management, LLC | 12,557 | $704.1K | 0.07% | −242−1.9% | Reduced |
| Chickasaw Capital Management LLC | 12,544 | $703.0K | 0.03% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 12,471 | $699.2K | 0.29% | −20,581−62.3% | Reduced |
| TCW Group Inc | 12,413 | $696.0K | 0.01% | +665+5.7% | Added |
| Ethic Inc. | 12,326 | $693.5K | 0.01% | +3,142+34.2% | Added |
| Adams Wealth Management | 12,267 | $687.8K | 0.14% | +101+0.8% | Added |
| CacheTech Inc. | 12,267 | $687.8K | 0.13% | +101+0.8% | Added |
| Saturna Capital CORP | 12,265 | $687.7K | 0.01% | +65+0.5% | Added |
| BancorpSouth Bank | 12,253 | $687.0K | 0.05% | +2,692+28.2% | Added |
| AlphaStar Capital Management, LLC | 12,237 | $686.1K | 0.07% | −3,891−24.1% | Reduced |
| BCGM Wealth Management, LLC | 12,220 | $685.2K | 0.21% | +1,388+12.8% | Added |
| Savant Capital, LLC | 12,218 | $685.1K | 0.01% | −518−4.1% | Reduced |
| Parcion Private Wealth LLC | 12,204 | $684.3K | 0.06% | +720+6.3% | Added |
| Farther Finance Advisors, LLC | 12,089 | $680.1K | 0.02% | +6,462+114.8% | Added |
| My Legacy Advisors, LLC | 12,098 | $678.4K | 0.26% | −302−2.4% | Reduced |
| Holderness Investments Co | 12,081 | $677.4K | 0.16% | +37+0.3% | Added |
| Venture Visionary Partners LLC | 12,009 | $673.4K | 0.03% | +11+0.1% | Added |
| First National Trust Co | 12,008 | $673.3K | 0.03% | −3,334−21.7% | Reduced |
| SPC Financial, Inc. | 12,007 | $673.2K | 0.06% | +402+3.5% | Added |
| Stony Point Wealth Management Inc. | 12,000 | $672.9K | 0.29% | +30+0.3% | Added |
| South State Corp. | 11,987 | $672.1K | 0.03% | −1,452−10.8% | Reduced |
| Ti-Trust, Inc | 11,929 | $668.9K | 0.44% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 11,851 | $664.0K | 0.15% | −2,793−19.1% | Reduced |
| Ingalls & Snyder LLC | 11,851 | $664.0K | 0.02% | −116−1.0% | Reduced |
| Sumitomo Life Insurance Co | 11,766 | $659.7K | 0.02% | +149+1.3% | Added |
| Vista Investment Partners LLC | 11,704 | $656.2K | 0.20% | −1,426−10.9% | Reduced |
| Adalta Capital Management LLC | 11,700 | $656.0K | 0.35% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,619 | $651.5K | 0.10% | −572−4.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,611 | $651.0K | 0.03% | −27−0.2% | Reduced |
| Pallas Capital Advisors LLC | 11,599 | $650.4K | 0.03% | +11,599 | New |
| Hendershot Investments Inc. | 11,583 | $649.5K | 0.09% | +175+1.5% | Added |
| Caldwell Trust Co | 11,522 | $646.0K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,146 | $645.8K | 0.04% | +103+0.9% | Added |
| SCS Capital Management LLC | 11,455 | $642.3K | 0.01% | +11,455 | New |
| Geneos Wealth Management Inc. | 11,334 | $635.5K | 0.02% | +796+7.6% | Added |
| Bokf, NA | 11,280 | $632.5K | 0.01% | −600−5.1% | Reduced |
| Glenview Trust Co | 11,257 | $631.2K | 0.01% | +1,251+12.5% | Added |
| Anchor Investment Management, LLC | 11,206 | $628.3K | 0.06% | +20.0% | Added |
| CWA Asset Management Group, LLC | 11,204 | $628.2K | 0.03% | +81+0.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $628.0K | 0.06% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 11,154 | $625.4K | 0.48% | +604+5.7% | Added |
| 44 Wealth Management LLC | 10,988 | $616.1K | 0.23% | +96+0.9% | Added |
| Sagespring Wealth Partners, LLC | 10,971 | $615.1K | 0.02% | +1,293+13.4% | Added |
| Plimoth Trust Co LLC | 10,960 | $614.5K | 0.16% | −270−2.4% | Reduced |
| Bay Capital Advisors, LLC | 10,952 | $614.1K | 0.51% | −2,387−17.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,938 | $613.3K | 0.01% | +335+3.2% | Added |