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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 10,887 | $610.4K | 0.00% | −13,890−56.1% | Reduced |
| Linscomb & Williams, Inc. | 10,869 | $609.4K | 0.03% | −1,264−10.4% | Reduced |
| LongView Wealth Management | 10,865 | $609.2K | 0.18% | −10.0% | Reduced |
| Stratos Wealth Advisors, LLC | 10,854 | $608.6K | 0.03% | −12−0.1% | Reduced |
| Grimes & Company, Inc. | 10,841 | $607.8K | 0.02% | +183+1.7% | Added |
| Chemung Canal Trust Co | 10,835 | $607.5K | 0.13% | −809−6.9% | Reduced |
| RiverFront Investment Group, LLC | 10,815 | $606.4K | 0.01% | +934+9.5% | Added |
| Inspire Advisors, LLC | 10,788 | $604.9K | 0.07% | +10,788 | New |
| Pittenger & Anderson Inc | 10,750 | $602.8K | 0.02% | +3,500+48.3% | Added |
| Foundations Investment Advisors, LLC | 10,741 | $602.2K | 0.01% | −1,022−8.7% | Reduced |
| Capital Asset Advisory Services LLC | 10,668 | $599.9K | 0.03% | +948+9.8% | Added |
| Midwest Professional Planners, LTD. | 10,682 | $599.0K | 0.19% | +34+0.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,661 | $597.8K | 0.20% | +30.0% | Added |
| Key Financial Inc | 10,593 | $594.0K | 0.13% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 10,588 | $593.7K | 0.41% | −785−6.9% | Reduced |
| Triangle Securities Wealth Management | 10,583 | $593.4K | 0.15% | +1,178+12.5% | Added |
| NTV Asset Management LLC | 10,567 | $592.5K | 0.08% | −711−6.3% | Reduced |
| Ancora Advisors, LLC | 10,391 | $582.6K | 0.01% | −63−0.6% | Reduced |
| Skopos Labs, Inc. | 10,358 | $580.8K | 0.13% | +128+1.3% | Added |
| Joel Isaacson & Co., LLC | 10,305 | $577.8K | 0.03% | −1,124−9.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,285 | $576.6K | 0.01% | +590+6.1% | Added |
| Heritage Trust Co | 10,201 | $572.0K | 0.07% | −30.0% | Reduced |
| Centennial Wealth Advisory LLC | 10,185 | $571.1K | 0.21% | +1,653+19.4% | Added |
| Caxton Associates LLP | 10,148 | $569.0K | 0.02% | +10,148 | New |
| Benjamin Edwards Inc | 10,146 | $568.9K | 0.01% | −422−4.0% | Reduced |
| Phoenix Wealth Advisors | 10,140 | $568.6K | 0.25% | +45+0.4% | Added |
| Commerzbank Aktiengesellschaft | 10,125 | $568.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,018 | $561.7K | 0.01% | +185+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,015 | $561.5K | 0.00% | +10,015 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 9,963 | $558.6K | 0.05% | −224−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 10,329 | $556.3K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,911 | $555.7K | 0.02% | +455+4.8% | Added |
| Kingswood Wealth Advisors, LLC | 9,907 | $555.5K | 0.05% | +411+4.3% | Added |
| HighPoint Advisor Group LLC | 10,186 | $553.2K | 0.03% | +413+4.2% | Added |
| Siemens Fonds Invest GmbH | 9,858 | $552.7K | 0.04% | +703+7.7% | Added |
| Iron Financial, LLC | 9,846 | $552.1K | 0.31% | +9,846 | New |
| Legacy Financial Advisors, Inc. | 9,824 | $550.8K | 0.09% | +514+5.5% | Added |
| Camelot Portfolios, LLC | 9,818 | $550.5K | 0.34% | +9,818 | New |
| Leavell Investment Management, Inc. | 9,799 | $549.4K | 0.03% | +40+0.4% | Added |
| Kovack Advisors, Inc. | 9,796 | $549.3K | 0.06% | −266−2.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,624 | $539.6K | 0.15% | 00.0% | Unchanged |
| TFG Advisers LLC | 9,545 | $535.2K | 0.19% | −91−0.9% | Reduced |
| Lindbrook Capital, LLC | 9,528 | $534.2K | 0.05% | +1,223+14.7% | Added |
| Equitable Holdings, Inc. | 9,509 | $533.2K | 0.01% | −2,728−22.3% | Reduced |
| Eastern Bank | 9,502 | $532.8K | 0.01% | +600+6.7% | Added |
| Modera Wealth Management, LLC | 9,432 | $528.8K | 0.01% | −680−6.7% | Reduced |
| Bessemer Group Inc | 9,394 | $527.0K | 0.00% | +616+7.0% | Added |
| HM Payson & Co | 9,341 | $523.8K | 0.01% | −500−5.1% | Reduced |
| Hayek Kallen Investment Management | 9,329 | $523.0K | 0.19% | −2,175−18.9% | Reduced |
| Smith, Moore & Co. | 9,293 | $521.1K | 0.05% | +901+10.7% | Added |
| HBK Sorce Advisory LLC | 9,150 | $513.1K | 0.02% | +311+3.5% | Added |
| Fidelis Capital Partners, LLC | 9,658 | $511.4K | 0.05% | +519+5.7% | Added |
| Oak Hill Wealth Advisors, LLC | 9,105 | $510.5K | 0.12% | −684−7.0% | Reduced |
| United Asset Strategies, Inc. | 9,036 | $506.7K | 0.05% | −7,775−46.2% | Reduced |
| Atomi Financial Group, Inc. | 9,035 | $506.6K | 0.02% | +95+1.1% | Added |
| Lawson Kroeker Investment Management Inc | 9,007 | $505.0K | 0.09% | +1,000+12.5% | Added |
| QRG Capital Management, Inc. | 8,971 | $503.0K | 0.01% | +1,087+13.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,917 | $500.0K | 0.02% | −1,322−12.9% | Reduced |
| Pinnacle Financial Partners Inc | 8,964 | $499.6K | 0.01% | −2,031−18.5% | Reduced |
| Insigneo Advisory Services, LLC | 8,839 | $495.6K | 0.05% | +116+1.3% | Added |
| Rowland & Co Investment Counsel | 8,810 | $494.0K | 0.10% | +250+2.9% | Added |
| Premier Path Wealth Partners, LLC | 8,787 | $492.7K | 0.08% | +355+4.2% | Added |
| Renaissance Group LLC | 8,774 | $492.0K | 0.02% | −533−5.7% | Reduced |
| 1620 Investment Advisors, Inc. | 8,758 | $491.1K | 0.38% | +83+1.0% | Added |
| Maridea Wealth Management LLC | 8,757 | $491.0K | 0.16% | +80+0.9% | Added |
| Hardin Capital Partners, LLC | 8,751 | $490.7K | 0.30% | +67+0.8% | Added |
| Pointe Capital Management LLC | 8,700 | $487.8K | 0.29% | 00.0% | Unchanged |
| Farmers Trust Co | 8,693 | $487.4K | 0.09% | +2,400+38.1% | Added |
| VeraBank, N.A. | 8,669 | $486.1K | 0.14% | 00.0% | Unchanged |
| Burney Co | 8,656 | $485.3K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,646 | $484.8K | 0.04% | +10+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 8,627 | $484.0K | 0.22% | +8+0.1% | Added |
| SS&H Financial Advisors, Inc. | 8,593 | $482.0K | 0.18% | −450−5.0% | Reduced |
| TD Private Client Wealth LLC | 8,510 | $477.2K | 0.01% | +352+4.3% | Added |
| DiNuzzo Private Wealth, Inc. | 8,509 | $477.1K | 0.06% | +275+3.3% | Added |
| Commonwealth Retirement Investments LLC | 8,465 | $474.6K | 0.19% | −201−2.3% | Reduced |
| Kentucky Trust Co | 8,465 | $474.6K | 0.28% | −180−2.1% | Reduced |
| Brighton Jones LLC | 8,448 | $473.7K | 0.02% | −633−7.0% | Reduced |
| Richard W. Paul & Associates, LLC | 8,424 | $472.3K | 0.19% | +37+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 8,392 | $470.5K | 0.50% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,391 | $470.5K | 0.09% | −158−1.8% | Reduced |
| Cigna Investments Inc | 8,373 | $470.0K | 0.09% | −228−2.7% | Reduced |
| Altshuler Shaham Ltd | 8,308 | $465.8K | 0.01% | +5,042+154.4% | Added |
| Hughes Financial Services, LLC | 8,262 | $464.8K | 0.09% | +22+0.3% | Added |
| LRI Investments, LLC | 8,255 | $462.8K | 0.04% | +368+4.7% | Added |
| Jaffetilchin Investment Partners, LLC | 8,240 | $462.0K | 0.03% | +2,201+36.4% | Added |
| Ameritas Investment Partners, Inc. | 8,185 | $458.9K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,158 | $457.4K | 0.02% | +30+0.4% | Added |
| Kidder Stephen W | 8,157 | $457.4K | 0.14% | 00.0% | Unchanged |
| Outfitter Financial LLC | 8,150 | $457.0K | 0.41% | −405−4.7% | Reduced |
| Headinvest, LLC | 8,147 | $456.8K | 0.09% | −260−3.1% | Reduced |
| Allianz SE | 8,120 | $455.3K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,068 | $452.4K | 0.05% | −64−0.8% | Reduced |
| Empire Financial Management Company, LLC | 8,054 | $451.6K | 0.14% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 8,051 | $451.4K | 0.28% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,010 | $449.1K | 0.12% | +117+1.5% | Added |
| Graver Capital Management, LLC | 8,000 | $448.6K | 0.46% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,988 | $447.9K | 0.02% | +3,592+81.7% | Added |
| Mainstay Capital Management LLC | 7,959 | $446.3K | 0.06% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 7,911 | $443.6K | 0.10% | +2,890+57.6% | Added |