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, Q2 2025
Institutional positions in Dominion Energy, Inc as of Jun 30, 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
- 1,351
- −40 vs. Q1 2025
- Shares held
- 696.0M
- +39.5M (+6.0%) vs. Q1 2025
- Total value
- $39.3B
- +$2.54B (+6.9%) vs. Q1 2025
- New holders
- 105
- 557 more added
- Sold out
- 145
- 458 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 22,290 | $1.26M | 0.01% | +6,036+37.1% | Added |
| Valmark Advisers, Inc. | 22,437 | $1.27M | 0.02% | −255−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 22,575 | $1.28M | 0.03% | +7,103+45.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,791 | $1.29M | 0.09% | −1,581−6.5% | Reduced |
| Ossiam | 23,202 | $1.31M | 0.01% | +23,050+15,164.5% | Added |
| Federation des caisses Desjardins du Quebec | 23,313 | $1.32M | 0.01% | +447+2.0% | Added |
| Personal Cfo Solutions, LLC | 23,534 | $1.33M | 0.25% | +693+3.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,599 | $1.33M | 0.00% | +1,126+5.0% | Added |
| MAI Capital Management | 23,885 | $1.35M | 0.01% | +2,049+9.4% | Added |
| Pensionfund Sabic | 24,400 | $1.38M | 0.39% | −1,900−7.2% | Reduced |
| Canandaigua National Bank & Trust Co | 24,399 | $1.38M | 0.13% | −529−2.1% | Reduced |
| Simmons Bank | 24,512 | $1.39M | 0.10% | +1,816+8.0% | Added |
| Horizon Investments, LLC | 24,711 | $1.40M | 0.02% | +8,260+50.2% | Added |
| Tounjian Advisory Partners, LLC | 25,066 | $1.41M | 0.27% | −324−1.3% | Reduced |
| Integrated Advisors Network LLC | 24,934 | $1.41M | 0.06% | +1,203+5.1% | Added |
| Capital Investment Counsel, Inc | 25,219 | $1.43M | 0.19% | −1,295−4.9% | Reduced |
| Squarepoint Ops LLC | 25,332 | $1.43M | 0.00% | −73,966−74.5% | Reduced |
| Lee Danner & Bass Inc | 25,386 | $1.43M | 0.11% | +317+1.3% | Added |
| Kingsview Wealth Management, LLC | 25,398 | $1.44M | 0.02% | −722−2.8% | Reduced |
| Assenagon Asset Management S.A. | 25,519 | $1.44M | 0.00% | +296+1.2% | Added |
| Coldstream Capital Management Inc | 25,640 | $1.45M | 0.02% | +71+0.3% | Added |
| Bull Street Advisors, LLC | 25,725 | $1.45M | 0.70% | −125−0.5% | Reduced |
| Vident Advisory, LLC | 26,049 | $1.47M | 0.02% | +1,556+6.4% | Added |
| Palisade Asset Management, LLC | 26,145 | $1.48M | 0.15% | −300−1.1% | Reduced |
| Providence First Trust Co | 26,189 | $1.48M | 0.52% | 00.0% | Unchanged |
| GAMMA Investing LLC | 26,509 | $1.50M | 0.09% | +3,738+16.4% | Added |
| Lowe Brockenbrough & Co Inc | 26,547 | $1.50M | 0.08% | −382−1.4% | Reduced |
| Park Avenue Securities LLC | 26,771 | $1.51M | 0.01% | +1,150+4.5% | Added |
| Resources Investment Advisors, LLC. | 26,960 | $1.52M | 0.02% | +2,505+10.2% | Added |
| Cassaday & Co Wealth Management LLC | 27,039 | $1.53M | 0.04% | +550+2.1% | Added |
| Arkadios Wealth Advisors | 27,179 | $1.54M | 0.05% | +1,788+7.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,204 | $1.54M | 0.02% | +488+1.8% | Added |
| Sequoia Financial Advisors, LLC | 27,207 | $1.54M | 0.01% | +9,085+50.1% | Added |
| Taylor Hoffman Capital Management LLC | 27,351 | $1.55M | 0.53% | −1,805−6.2% | Reduced |
| Central Trust Co | 27,353 | $1.55M | 0.04% | −1,736−6.0% | Reduced |
| Advanced Portfolio Management, LLC | 27,500 | $1.55M | 4.34% | +27,500 | New |
| AustralianSuper Pty Ltd | 27,526 | $1.56M | 0.01% | +4,509+19.6% | Added |
| Moors & Cabot, Inc. | 27,773 | $1.57M | 0.07% | −1,433−4.9% | Reduced |
| Meketa Investment Group Inc | 27,832 | $1.57M | 4.77% | −3,614−11.5% | Reduced |
| Greenwood Capital Associates LLC | 28,489 | $1.61M | 0.20% | +332+1.2% | Added |
| Total Clarity Wealth Management, Inc. | 28,580 | $1.62M | 0.46% | −21−0.1% | Reduced |
| Allworth Financial LP | 28,616 | $1.62M | 0.01% | +7,078+32.9% | Added |
| SageView Advisory Group, LLC | 27,968 | $1.62M | 0.06% | +4,955+21.5% | Added |
| Plan Group Financial, LLC | 29,022 | $1.64M | 0.54% | +4,062+16.3% | Added |
| Empirical Finance, LLC | 29,240 | $1.65M | 0.09% | +186+0.6% | Added |
| Alpha Omega Wealth Management LLC | 29,334 | $1.66M | 0.30% | −487−1.6% | Reduced |
| Level Four Advisory Services, LLC | 29,372 | $1.66M | 0.06% | +1,188+4.2% | Added |
| J.W. Cole Advisors, Inc. | 29,464 | $1.67M | 0.04% | +1,772+6.4% | Added |
| Concurrent Investment Advisors, LLC | 29,580 | $1.67M | 0.03% | −5,958−16.8% | Reduced |
| Rodgers Brothers Inc. | 29,665 | $1.68M | 0.21% | +29,665 | New |
| Intech Investment Management LLC | 30,142 | $1.70M | 0.02% | −318−1.0% | Reduced |
| Banque Cantonale Vaudoise | 30,449 | $1.72M | 0.07% | +270+0.9% | Added |
| Courier Capital LLC | 30,474 | $1.72M | 0.10% | −371−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 30,491 | $1.72M | 0.21% | +8,835+40.8% | Added |
| All Terrain Financial Advisors, LLC | 30,647 | $1.73M | 0.63% | −130.0% | Reduced |
| Patten & Patten Inc | 30,681 | $1.73M | 0.11% | +4,221+16.0% | Added |
| Azimuth Capital Investment Management LLC | 30,841 | $1.74M | 0.06% | +15,100+95.9% | Added |
| Apollon Wealth Management, LLC | 30,939 | $1.75M | 0.03% | +1,347+4.6% | Added |
| Inspire Trust Co, N.A. | 31,000 | $1.75M | 0.36% | +3,000+10.7% | Added |
| Berkshire Bank | 31,073 | $1.76M | 0.40% | −232−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 31,318 | $1.77M | 0.02% | −1,774−5.4% | Reduced |
| Westpac Banking Corp | 31,434 | $1.78M | 0.12% | +2,142+7.3% | Added |
| 3Chopt Investment Partners, LLC | 31,587 | $1.79M | 0.43% | −110.0% | Reduced |
| Garner Asset Management Corp | 31,601 | $1.79M | 0.83% | +5,279+20.1% | Added |
| Redwood Investment Management, LLC | 31,778 | $1.80M | 0.19% | +183+0.6% | Added |
| Bleakley Financial Group, LLC | 32,026 | $1.81M | 0.05% | +12,928+67.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,049 | $1.81M | 0.02% | +7,502+30.6% | Added |
| Altman Advisors, Inc. | 31,493 | $1.82M | 0.74% | +565+1.8% | Added |
| Natixis | 32,185 | $1.82M | 0.01% | +32,185 | New |
| Beverly Hills Private Wealth, LLC | 32,266 | $1.82M | 0.34% | +3,755+13.2% | Added |
| Sompo Asset Management Co., Ltd. | 32,300 | $1.83M | 0.32% | −990−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 32,708 | $1.85M | 0.03% | −1,344−3.9% | Reduced |
| Quadrant Capital Group LLC | 32,720 | $1.85M | 0.07% | +193+0.6% | Added |
| Vise Technologies, Inc. | 32,932 | $1.86M | 0.08% | +32,932 | New |
| Lido Advisors, LLC | 32,939 | $1.86M | 0.01% | +2,248+7.3% | Added |
| Conning Inc. | 33,041 | $1.87M | 0.06% | −324−1.0% | Reduced |
| Toroso Investments, LLC | 33,323 | $1.88M | 0.01% | −12,052−26.6% | Reduced |
| HB Wealth Management, LLC | 33,390 | $1.89M | 0.02% | −4,269−11.3% | Reduced |
| Ilex Capital Partners (UK) LLP | 33,560 | $1.90M | 0.06% | −30,495−47.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 34,019 | $1.92M | 0.00% | +24,004+239.7% | Added |
| Colonial River Wealth Management, LLC | 33,299 | $1.94M | 0.83% | −864−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 34,358 | $1.94M | 0.14% | +497+1.5% | Added |
| Integrated Wealth Concepts LLC | 34,461 | $1.95M | 0.02% | −5,310−13.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 34,480 | $1.95M | 0.14% | −150.0% | Reduced |
| Generali Asset Management SPA SGR | 34,790 | $1.97M | 0.04% | +11,505+49.4% | Added |
| Blair William & Co | 34,813 | $1.97M | 0.01% | +1,888+5.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 34,825 | $1.97M | 0.23% | +958+2.8% | Added |
| Ascent Group, LLC | 35,284 | $1.99M | 0.08% | +1,364+4.0% | Added |
| E. Ohman J:or Asset Management AB | 35,500 | $2.01M | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 35,684 | $2.02M | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 35,694 | $2.02M | 0.03% | +3,436+10.7% | Added |
| Redmond Asset Management, LLC | 35,724 | $2.02M | 0.48% | −668−1.8% | Reduced |
| Advisory Services Network, LLC | 34,726 | $2.03M | 0.03% | −14,703−29.7% | Reduced |
| Baird Financial Group, Inc. | 35,942 | $2.03M | 0.00% | −2,742−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 35,943 | $2.03M | 0.02% | +4,228+13.3% | Added |
| Miller Howard Investments Inc | 36,018 | $2.04M | 0.06% | +2,301+6.8% | Added |
| Financial Security Advisor, Inc. | 36,610 | $2.07M | 0.48% | +1,270+3.6% | Added |
| Gotham Asset Management, LLC | 36,736 | $2.08M | 0.01% | −122,894−77.0% | Reduced |
| Old Point Trust & Financial Services N A | 36,744 | $2.08M | 0.72% | −13,166−26.4% | Reduced |
| Tiaa Trust, National Association | 36,993 | $2.09M | 0.01% | +5,612+17.9% | Added |