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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 7,872 | $441.4K | 0.01% | +624+8.6% | Added |
| Tocqueville Asset Management L.P. | 7,864 | $440.9K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 7,856 | $440.5K | 0.03% | −80−1.0% | Reduced |
| Apella Capital, LLC | 8,386 | $438.2K | 0.02% | +920+12.3% | Added |
| RVW Wealth, LLC | 7,815 | $438.2K | 0.04% | +90+1.2% | Added |
| Sciencast Management LP | 7,810 | $437.9K | 0.10% | −4,526−36.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $437.7K | 0.17% | +2,987+62.0% | Added |
| Moneta Group Investment Advisors LLC | 7,802 | $437.5K | 0.01% | +228+3.0% | Added |
| Mutual Advisors, LLC | 8,243 | $436.4K | 0.01% | −2,680−24.5% | Reduced |
| BKD Wealth Advisors, LLC | 7,776 | $436.0K | 0.01% | −384−4.7% | Reduced |
| Central Bank & Trust Co | 7,762 | $435.2K | 0.07% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 7,752 | $434.7K | 0.46% | +7,752 | New |
| Mechanics Bank Trust Department | 7,740 | $434.0K | 0.06% | −1,400−15.3% | Reduced |
| Cornerstone Wealth Management, LLC | 7,718 | $432.8K | 0.03% | +99+1.3% | Added |
| Fiduciary Group LLC | 7,713 | $432.5K | 0.04% | −572−6.9% | Reduced |
| Beech Hill Advisors, Inc. | 7,700 | $431.7K | 0.17% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 7,700 | $431.7K | 0.18% | +3,321+75.8% | Added |
| ICW Investment Advisors LLC | 7,677 | $430.4K | 0.18% | +329+4.5% | Added |
| JBR Co Financial Management Inc | 7,675 | $430.3K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,633 | $428.0K | 0.08% | −58−0.8% | Reduced |
| Manchester Capital Management LLC | 7,620 | $427.3K | 0.05% | −209−2.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,611 | $426.7K | 0.01% | +39+0.5% | Added |
| Scientech Research LLC | 7,560 | $423.9K | 0.11% | +7,560 | New |
| Total Wealth Planning & Management, Inc. | 7,537 | $422.6K | 0.43% | +189+2.6% | Added |
| Guardian Wealth Advisors, LLC | 7,537 | $422.6K | 0.03% | +7,537 | New |
| Sar Wealth Management Group, LLC | 7,490 | $420.0K | 0.28% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,720 | $419.8K | 0.02% | −100−1.3% | Reduced |
| Quantitative Investment Management, LLC | 7,444 | $417.0K | 0.04% | −20,306−73.2% | Reduced |
| Evermay Wealth Management LLC | 7,418 | $415.9K | 0.05% | −15−0.2% | Reduced |
| Cidel Asset Management Inc | 7,413 | $415.6K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $415.0K | 0.15% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,396 | $414.7K | 0.04% | +262+3.7% | Added |
| Banco BTG Pactual S.A. | 7,382 | $413.9K | 0.10% | +7,382 | New |
| Westbourne Investments, Inc. | 7,340 | $411.6K | 0.25% | +7,340 | New |
| FourThought Financial Partners, LLC | 7,311 | $409.9K | 0.04% | +600+8.9% | Added |
| Investors Research Corp | 7,282 | $408.3K | 0.09% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,272 | $407.8K | 0.01% | −705−8.8% | Reduced |
| Colonial Trust Co | 7,251 | $406.6K | 0.06% | −1,072−12.9% | Reduced |
| Welch Group, LLC | 7,361 | $404.8K | 0.02% | −305−4.0% | Reduced |
| MidWestOne Financial Group, Inc. | 7,210 | $404.3K | 0.06% | −80−1.1% | Reduced |
| Cornerstone Advisory, LLC | 7,376 | $403.3K | 0.05% | +297+4.2% | Added |
| Marcum Wealth, LLC | 7,187 | $403.0K | 0.03% | −30.0% | Reduced |
| International Private Wealth Advisors LLC | 7,147 | $400.7K | 0.38% | +575+8.7% | Added |
| Private Wealth Partners, LLC | 7,045 | $395.0K | 0.03% | +100+1.4% | Added |
| Johnson Investment Counsel Inc | 7,029 | $394.1K | 0.00% | −4,364−38.3% | Reduced |
| Hantz Financial Services, Inc. | 7,011 | $393.0K | 0.01% | +651+10.2% | Added |
| Cobblestone Capital Advisors LLC | 7,004 | $392.7K | 0.02% | −957−12.0% | Reduced |
| BLB&B Advisors, LLC | 7,003 | $392.7K | 0.02% | +610+9.5% | Added |
| Stokes Family Office, LLC | 7,002 | $392.6K | 0.04% | +20+0.3% | Added |
| West Tower Group, LLC | 7,000 | $392.5K | 1.03% | +7,000 | New |
| A. D. Beadell Investment Counsel, Inc. | 7,000 | $392.0K | 0.33% | 00.0% | Unchanged |
| Voleon Capital Management LP | 6,965 | $390.5K | 0.03% | +6,965 | New |
| Parsons Capital Management Inc | 6,939 | $389.1K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,879 | $385.7K | 0.00% | −1,106−13.9% | Reduced |
| Abacus Planning Group, Inc. | 6,875 | $385.5K | 0.07% | +262+4.0% | Added |
| Centiva Capital, LP | 6,862 | $384.8K | 0.02% | +359+5.5% | Added |
| MWA Asset Management | 6,860 | $384.6K | 0.27% | +705+11.5% | Added |
| Sunbelt Securities, Inc. | 6,800 | $381.3K | 0.03% | −310−4.4% | Reduced |
| Chiron Capital Management, LLC | 6,798 | $381.2K | 0.35% | −200−2.9% | Reduced |
| United Bank | 6,689 | $375.1K | 0.05% | −39−0.6% | Reduced |
| RFG Advisory, LLC | 6,665 | $373.7K | 0.01% | +6,665 | New |
| Busey Wealth Management | 6,662 | $373.5K | 0.01% | −498−7.0% | Reduced |
| one8zero8, LLC | 6,660 | $373.4K | 0.09% | −7,100−51.6% | Reduced |
| Blue Rock Wealth Management LLC | 6,629 | $372.9K | 0.32% | +2,000+43.2% | Added |
| Harbour Investments, Inc. | 6,649 | $372.8K | 0.01% | −5,507−45.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,754 | $371.4K | 0.06% | −445−6.2% | Reduced |
| Hudock, Inc. | 6,603 | $370.3K | 0.06% | +5+0.1% | Added |
| Alpha Family Trust | 6,540 | $366.7K | 0.21% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,478 | $364.0K | 0.01% | +81+1.3% | Added |
| Diligent Investors, LLC | 6,455 | $361.9K | 0.09% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,443 | $361.3K | 0.01% | +1,869+40.9% | Added |
| Campbell Deegan Wealth Management, LLC | 6,429 | $360.5K | 0.41% | +5+0.1% | Added |
| Cobblestone Asset Management LLC | 6,414 | $359.6K | 0.21% | +842+15.1% | Added |
| Thrive Capital Management, LLC | 6,413 | $359.6K | 0.21% | +6,413 | New |
| Smith Group Asset Management, LLC | 6,400 | $358.8K | 0.03% | −400−5.9% | Reduced |
| Cypress Capital Group | 6,375 | $357.4K | 0.05% | −3,563−35.9% | Reduced |
| Smartleaf Asset Management LLC | 6,475 | $356.1K | 0.03% | +79+1.2% | Added |
| Delta Financial Group, Inc. | 6,555 | $356.0K | 0.08% | −240−3.5% | Reduced |
| Clarius Group, LLC | 6,348 | $355.9K | 0.02% | +500+8.5% | Added |
| Montag A & Associates Inc | 6,316 | $354.1K | 0.02% | −295−4.5% | Reduced |
| ZWJ Investment Counsel Inc | 6,314 | $354.0K | 0.01% | +14+0.2% | Added |
| Simon Quick Advisors, LLC | 6,292 | $352.8K | 0.02% | +2,042+48.0% | Added |
| Mystic Asset Management, Inc. | 6,252 | $350.6K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 6,252 | $350.5K | 0.02% | −1,027−14.1% | Reduced |
| Centre Asset Management, LLC | 6,251 | $350.0K | 0.09% | +198+3.3% | Added |
| Capital Management Corp | 6,236 | $349.7K | 0.06% | 00.0% | Unchanged |
| GWN Securities Inc. | 6,292 | $349.2K | 0.02% | +6,292 | New |
| Federated Hermes, Inc. | 6,199 | $347.6K | 0.00% | +4,489+262.5% | Added |
| Centurion Wealth Management LLC | 6,433 | $346.5K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,162 | $345.5K | 0.01% | −14−0.2% | Reduced |
| Archetype Wealth Partners | 6,134 | $344.0K | 0.05% | +2,200+55.9% | Added |
| ISAM Funds (UK) Ltd | 6,131 | $343.8K | 0.17% | −14,910−70.9% | Reduced |
| Boston Private Wealth LLC | 6,086 | $341.2K | 0.01% | +403+7.1% | Added |
| Walker Asset Management, LLC | 6,078 | $340.8K | 0.21% | +267+4.6% | Added |
| Curat Global, LLC | 6,065 | $340.1K | 0.41% | +6,065 | New |
| LCNB Corp | 6,048 | $339.1K | 0.12% | +220+3.8% | Added |
| Private Client Services, LLC | 6,046 | $339.0K | 0.17% | −48−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,022 | $337.7K | 0.01% | +193+3.3% | Added |
| Fruth Investment Management | 6,025 | $337.0K | 0.09% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,001 | $336.5K | 0.27% | 00.0% | Unchanged |