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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 895 | $50.6K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 899 | $50.8K | 0.02% | +1+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $50.9K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $51.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $52.1K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 950 | $53.7K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 960 | $54.3K | 0.01% | +11+1.2% | Added |
| Quarry LP | 961 | $54.3K | 0.01% | −617−39.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 993 | $56.2K | 0.03% | +264+36.2% | Added |
| Atwood & Palmer Inc | 1,000 | $56.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,013 | $57.0K | 0.00% | +83+8.9% | Added |
| Trifecta Capital Advisors, LLC | 1,026 | $58.0K | 0.01% | +26+2.6% | Added |
| Glen Eagle Advisors, LLC | 1,031 | $58.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,032 | $58.3K | 0.02% | +1,032 | New |
| Bruce G. Allen Investments, LLC | 1,037 | $58.6K | 0.04% | −195−15.8% | Reduced |
| Beacon Capital Management, LLC | 1,063 | $60.1K | 0.01% | +6+0.6% | Added |
| Bank of Jackson Hole Trust | 1,092 | $61.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,093 | $61.8K | 0.00% | −105−8.8% | Reduced |
| Pinnacle Bancorp, Inc. | 1,117 | $63.1K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,119 | $63.2K | 0.01% | +10+0.9% | Added |
| Financial Management Professionals, Inc. | 1,138 | $64.3K | 0.01% | +46+4.2% | Added |
| Millstone Evans Group, LLC | 1,142 | $64.5K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 1,143 | $64.6K | 0.03% | −238−17.2% | Reduced |
| Addison Advisors LLC | 1,160 | $65.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,176 | $67.8K | 0.01% | +114+10.7% | Added |
| Parvin Asset Management, LLC | 1,200 | $67.8K | 0.07% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,203 | $68.0K | 0.02% | −187−13.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,232 | $69.6K | 0.00% | +1,002+435.7% | Added |
| Private Wealth Management Group, LLC | 1,252 | $70.8K | 0.02% | +66+5.6% | Added |
| Logan Capital Management Inc | 1,261 | $71.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,272 | $71.9K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,301 | $73.5K | 0.06% | −50−3.7% | Reduced |
| Capula Management Ltd | 1,304 | $73.7K | 0.00% | +1,304 | New |
| Princeton Global Asset Management LLC | 1,356 | $76.6K | 0.01% | +16+1.2% | Added |
| Alpine Bank Wealth Management | 1,368 | $77.3K | 0.01% | −84−5.8% | Reduced |
| Grove Bank & Trust | 1,379 | $77.9K | 0.01% | +121+9.6% | Added |
| Harbor Investment Advisory, LLC | 1,455 | $82.2K | 0.01% | +25+1.7% | Added |
| Clear Street Markets LLC | 1,474 | $83.3K | 0.03% | −226−13.3% | Reduced |
| CNB Bank | 1,477 | $83.5K | 0.04% | −1,151−43.8% | Reduced |
| Valley National Advisers Inc | 1,493 | $84.0K | 0.01% | +78+5.5% | Added |
| Piscataqua Savings Bank | 1,517 | $85.7K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,525 | $86.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $86.6K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,591 | $89.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,608 | $90.9K | 0.02% | +1,608 | New |
| Riggs Asset Managment Co. Inc. | 1,612 | $91.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 1,700 | $96.1K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,757 | $99.3K | 0.02% | +1,757 | New |
| Crewe Advisors LLC | 1,797 | $101.6K | 0.01% | +189+11.8% | Added |
| City State Bank | 1,806 | $102.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,827 | $103.3K | 0.05% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,839 | $103.9K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 1,840 | $104.0K | 0.01% | −47−2.5% | Reduced |
| Group One Trading, L.P. | 1,864 | $105.4K | 0.00% | −16,900−90.1% | Reduced |
| Tradewinds Capital Management, LLC | 1,898 | $107.3K | 0.03% | +23+1.2% | Added |
| Evolution Advisers, Inc. | 1,967 | $111.0K | 0.05% | −33−1.7% | Reduced |
| First Financial Corp | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 1,945 | $113.7K | 0.05% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 2,051 | $115.9K | 0.00% | +1,447+239.6% | Added |
| Aventura Private Wealth, LLC | 2,061 | $116.5K | 0.05% | −181−8.1% | Reduced |
| North Capital, Inc. | 2,063 | $116.6K | 0.10% | +10.0% | Added |
| Delta Asset Management LLC | 2,105 | $119.0K | 0.01% | −585−21.7% | Reduced |
| Sentry Investment Management LLC | 2,116 | $119.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,135 | $120.7K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,176 | $123.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 2,190 | $124.0K | 0.09% | +2,190 | New |
| Sittner & Nelson, LLC | 2,198 | $124.2K | 0.05% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,201 | $124.4K | 0.02% | −268−10.9% | Reduced |
| Catalyst Capital Advisors LLC | 2,267 | $128.1K | 0.00% | +687+43.5% | Added |
| Parkside Financial Bank & Trust | 2,268 | $128.2K | 0.01% | −1,060−31.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $137.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,431 | $137.4K | 0.00% | −10.0% | Reduced |
| Burkett Financial Services, LLC | 2,441 | $138.0K | 0.05% | +29+1.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 2,500 | $141.3K | 0.18% | +250+11.1% | Added |
| MUFG Securities EMEA plc | 2,520 | $142.4K | 0.01% | +2,520 | New |
| HHM Wealth Advisors, LLC | 2,632 | $148.8K | 0.02% | −92−3.4% | Reduced |
| Crowley Wealth Management, Inc. | 2,450 | $149.8K | 0.14% | +70+2.9% | Added |
| Cromwell Holdings LLC | 2,684 | $151.7K | 0.09% | +18+0.7% | Added |
| Kestra Investment Management, LLC | 2,748 | $154.1K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,750 | $155.4K | 0.08% | +252+10.1% | Added |
| Motco | 2,735 | $159.9K | 0.02% | +50+1.9% | Added |
| Richardson Financial Services Inc. | 2,825 | $162.9K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,000 | $169.6K | 0.07% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,008 | $170.1K | 0.02% | +380+14.5% | Added |
| Sound Income Strategies, LLC | 3,057 | $172.8K | 0.01% | +2+0.1% | Added |
| Resources Management Corp | 3,064 | $173.0K | 0.02% | −400−11.5% | Reduced |
| Y.D. More Investments Ltd | 3,115 | $174.0K | 0.01% | +622+24.9% | Added |
| American Capital Advisory, LLC | 3,110 | $175.8K | 0.09% | +1,997+179.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $178.3K | 0.00% | −10−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 3,160 | $178.6K | 0.04% | +411+15.0% | Added |
| Virtus Investment Advisers, Inc. | 3,164 | $178.8K | 0.06% | +371+13.3% | Added |
| Cascades Capital Asset Management, LLC | 3,215 | $181.7K | 0.09% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,266 | $184.6K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,324 | $187.9K | 0.03% | +76+2.3% | Added |
| GeoWealth Management, LLC | 3,324 | $187.9K | 0.01% | −278−7.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,340 | $188.7K | 0.03% | −558−14.3% | Reduced |
| William B. Walkup & Associates, Inc. | 3,408 | $192.6K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,440 | $194.4K | 0.07% | +88+2.6% | Added |