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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 218 | $12.3K | 0.00% | +2+0.9% | Added |
| McIlrath & Eck, LLC | 230 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 235 | $13.3K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 236 | $13.3K | 0.00% | +236 | New |
| Garde Capital, Inc. | 242 | $13.7K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 243 | $13.7K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $13.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 262 | $14.0K | 0.00% | +49+23.0% | Added |
| Wolff Wiese Magana LLC | 260 | $14.7K | 0.01% | −100−27.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 266 | $15.0K | 0.00% | −557−67.7% | Reduced |
| Chilton Capital Management LLC | 266 | $15.0K | 0.00% | +266 | New |
| Hurley Capital, LLC | 267 | $15.1K | 0.01% | +2+0.8% | Added |
| BankPlus Trust Department | 268 | $15.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $15.2K | 0.00% | −13−4.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 273 | $15.4K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 282 | $15.8K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $15.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 280 | $15.8K | 0.00% | +117+71.8% | Added |
| Costello Asset Management, INC | 300 | $17.0K | 0.01% | −61−16.9% | Reduced |
| ESL Trust Services, LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 304 | $17.2K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 304 | $17.2K | 0.01% | −4−1.3% | Reduced |
| Bangor Savings Bank | 306 | $17.3K | 0.00% | −4−1.3% | Reduced |
| Sierra Ocean, LLC | 314 | $17.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 320 | $18.1K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 325 | $18.4K | 0.00% | +325 | New |
| West Financial Advisors, LLC | 326 | $18.4K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 331 | $18.7K | 0.01% | +331 | New |
| Roxbury Financial LLC | 336 | $19.0K | 0.02% | +4+1.2% | Added |
| CGC Financial Services, LLC | 339 | $19.2K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 348 | $19.7K | 0.02% | −397−53.3% | Reduced |
| Community Bank, N.A. | 350 | $19.8K | 0.00% | −225−39.1% | Reduced |
| NewSquare Capital LLC | 353 | $20.0K | 0.00% | +97+37.9% | Added |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 360 | $20.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 364 | $20.6K | 0.00% | +364 | New |
| Bare Financial Services, Inc | 371 | $21.0K | 0.01% | +89+31.6% | Added |
| Bell Investment Advisors, Inc | 380 | $21.5K | 0.00% | +28+8.0% | Added |
| Creative Financial Designs Inc | 382 | $21.6K | 0.00% | +169+79.3% | Added |
| American National Bank | 382 | $21.6K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 391 | $22.1K | 0.02% | +391 | New |
| Cape Investment Advisory, Inc. | 418 | $23.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 425 | $24.0K | 0.00% | +353+490.3% | Added |
| Missouri Trust & Investment Co | 425 | $24.0K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 425 | $24.0K | 0.01% | +425 | New |
| Private Wealth Asset Management, LLC | 426 | $24.1K | 0.00% | −28−6.2% | Reduced |
| MCF Advisors LLC | 426 | $24.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 426 | $24.1K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 436 | $24.6K | 0.00% | −50−10.3% | Reduced |
| CoreFirst Bank & Trust | 445 | $25.2K | 0.01% | +445 | New |
| Johnson Financial Group, Inc. | 446 | $25.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 457 | $25.8K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 458 | $25.9K | 0.02% | −5−1.1% | Reduced |
| New England Capital Financial Advisors LLC | 465 | $26.3K | 0.01% | +63+15.7% | Added |
| Semmax Financial Advisors Inc. | 435 | $26.9K | 0.01% | −62−12.5% | Reduced |
| Westside Investment Management, Inc. | 469 | $27.0K | 0.01% | +259+123.3% | Added |
| Monetary Management Group Inc | 479 | $27.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 503 | $28.4K | 0.00% | −98−16.3% | Reduced |
| Covestor Ltd | 521 | $29.0K | 0.02% | −160−23.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 524 | $29.6K | 0.00% | +211+67.4% | Added |
| Cornerstone Planning Group LLC | 491 | $30.0K | 0.01% | +222+82.5% | Added |
| Rise Advisors, LLC | 537 | $30.4K | 0.01% | +6+1.1% | Added |
| Gen-Wealth Partners Inc | 541 | $30.6K | 0.01% | +39+7.8% | Added |
| Navigoe, LLC | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 550 | $31.1K | 0.01% | −617−52.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 550 | $31.1K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 668 | $31.4K | 0.36% | +655+5,038.5% | Added |
| Boyd Watterson Asset Management LLC | 557 | $31.5K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 557 | $31.5K | 0.00% | +95+20.6% | Added |
| DAGCO, Inc. | 560 | $31.7K | 0.01% | +12+2.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 522 | $32.0K | 0.01% | +522 | New |
| Old Second National Bank of Aurora | 587 | $33.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 590 | $33.3K | 0.01% | −280−32.2% | Reduced |
| Atticus Wealth Management, LLC | 593 | $33.5K | 0.01% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $33.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 613 | $34.6K | 0.00% | −7,642−92.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 639 | $35.8K | 0.01% | +639 | New |
| Hemington Wealth Management | 646 | $36.0K | 0.01% | +37+6.1% | Added |
| Center for Financial Planning, Inc. | 641 | $36.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 666 | $38.0K | 0.00% | −4−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 690 | $39.0K | 0.00% | +690 | New |
| Decker Retirement Planning Inc. | 724 | $40.9K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 730 | $41.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 718 | $42.0K | 0.03% | +25+3.6% | Added |
| Archer Investment Corp | 755 | $42.7K | 0.01% | −23−3.0% | Reduced |
| MV Capital Management, Inc. | 756 | $42.7K | 0.00% | −29−3.7% | Reduced |
| Atlantic Trust, LLC | 776 | $43.9K | 0.01% | −139−15.2% | Reduced |
| Oakworth Capital, Inc. | 781 | $44.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 800 | $45.2K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 824 | $46.0K | 0.00% | −1,139−58.0% | Reduced |
| Briaud Financial Planning, Inc | 819 | $46.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 844 | $47.7K | 0.01% | −232−21.6% | Reduced |
| Webster Bank, N. A. | 846 | $47.8K | 0.00% | −133−13.6% | Reduced |
| WealthTrak Capital Management LLC | 857 | $48.4K | 0.04% | −641−42.8% | Reduced |