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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 3,500 | $197.8K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,512 | $198.5K | 0.00% | −2,687−43.3% | Reduced |
| MTM Investment Management, LLC | 3,540 | $200.1K | 0.07% | +3,540 | New |
| MBA Advisors LLC | 3,570 | $201.8K | 0.09% | +3,570 | New |
| Drive Wealth Management, LLC | 3,596 | $203.2K | 0.04% | +3,596 | New |
| Howard Capital Management Group, LLC | 3,635 | $205.4K | 0.01% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,646 | $206.1K | 0.07% | −10−0.3% | Reduced |
| Klingman & Associates, LLC | 3,647 | $206.1K | 0.01% | +64+1.8% | Added |
| M.E. Allison & Co., Inc. | 3,672 | $207.5K | 0.17% | +3,672 | New |
| Widmann Financial Services, Inc. | 3,691 | $208.6K | 0.15% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,695 | $209.0K | 0.03% | +7+0.2% | Added |
| Westover Capital Advisors, LLC | 3,700 | $209.1K | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,725 | $210.5K | 0.02% | 00.0% | Unchanged |
| Farmers National Bank | 3,730 | $210.8K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,739 | $211.3K | 0.03% | −1,215−24.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,744 | $211.6K | 0.11% | +3,744 | New |
| Probity Advisors, Inc. | 3,774 | $213.3K | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 3,779 | $213.6K | 0.03% | −190−4.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,790 | $214.2K | 0.16% | +115+3.1% | Added |
| Precedent Wealth Partners, LLC | 3,802 | $214.9K | 0.05% | −561−12.9% | Reduced |
| Sapient Capital LLC | 3,804 | $215.0K | 0.00% | −41−1.1% | Reduced |
| Armor Investment Advisors, LLC | 3,813 | $215.5K | 0.08% | −134−3.4% | Reduced |
| L2 Asset Management, LLC | 3,820 | $215.9K | 0.04% | +245+6.9% | Added |
| Employees Retirement System of Texas | 3,829 | $216.0K | 0.00% | +3,829 | New |
| Bank & Trust Co | 3,823 | $216.1K | 0.17% | +399+11.7% | Added |
| North Star Investment Management Corp. | 3,837 | $216.9K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,845 | $217.3K | 0.01% | +3,845 | New |
| Leo Wealth, LLC | 3,857 | $218.0K | 0.02% | −22,740−85.5% | Reduced |
| Boston Family Office LLC | 3,850 | $218.0K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,870 | $218.7K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 3,884 | $219.5K | 0.07% | −43,166−91.7% | Reduced |
| KFA Private Wealth Group, LLC | 3,886 | $219.7K | 0.07% | +151+4.0% | Added |
| Somerset Trust Co | 3,904 | $220.7K | 0.07% | +123+3.3% | Added |
| Bank of New Hampshire | 3,920 | $221.6K | 0.06% | −550−12.3% | Reduced |
| Searle & Co. | 3,937 | $222.5K | 0.06% | 00.0% | Unchanged |
| Ballast, Inc. | 3,938 | $222.6K | 0.06% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,950 | $223.3K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,953 | $223.4K | 0.02% | +3,953 | New |
| Tranquility Partners, LLC | 3,956 | $223.6K | 0.08% | −90−2.2% | Reduced |
| Morningstar Investment Management LLC | 3,963 | $224.0K | 0.02% | +3,963 | New |
| Tompkins Financial Corp | 3,970 | $224.4K | 0.02% | −400−9.2% | Reduced |
| Barnes Wealth Management Group, Inc | 3,970 | $224.4K | 0.13% | +169+4.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,973 | $224.6K | 0.01% | −9,458−70.4% | Reduced |
| Pines Wealth Management, LLC | 3,956 | $224.9K | 0.08% | +3,956 | New |
| Athena Investment Management | 3,988 | $225.4K | 0.13% | +3,988 | New |
| SRS Capital Advisors, Inc. | 3,992 | $225.6K | 0.01% | +865+27.7% | Added |
| Old North State Trust, LLC | 3,990 | $226.0K | 0.15% | −216−5.1% | Reduced |
| D.B. Root & Company, LLC | 4,002 | $226.2K | 0.07% | +246+6.5% | Added |
| Trust Point Inc. | 4,011 | $226.7K | 0.02% | −351−8.0% | Reduced |
| UMA Financial Services, Inc. | 4,027 | $227.6K | 0.04% | +43+1.1% | Added |
| Summit Wealth Group LLC | 4,047 | $228.7K | 0.06% | +4,047 | New |
| Alliance Wealth Advisors, LLC | 4,048 | $228.8K | 0.12% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 4,060 | $229.4K | 0.14% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,068 | $229.9K | 0.06% | −35−0.9% | Reduced |
| King Luther Capital Management Corp | 4,070 | $230.0K | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 4,075 | $230.3K | 0.05% | −2,585−38.8% | Reduced |
| Hall Capital Management Co Inc | 4,088 | $231.1K | 0.10% | −710−14.8% | Reduced |
| Dudley Capital Management, LLC | 4,088 | $231.1K | 0.12% | +300+7.9% | Added |
| Sterling Investment Counsel, LLC | 4,101 | $231.8K | 0.14% | −250−5.7% | Reduced |
| SevenBridge Financial Group, LLC | 3,788 | $232.2K | 0.04% | +3,788 | New |
| Boltwood Capital Management | 4,115 | $232.6K | 0.07% | −70−1.7% | Reduced |
| Nadler Financial Group, Inc. | 4,132 | $233.5K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 4,160 | $235.1K | 0.05% | +4,160 | New |
| Ritholtz Wealth Management | 4,182 | $236.3K | 0.01% | +4,182 | New |
| NorthStar Asset Management LLC | 4,183 | $236.4K | 0.12% | −35−0.8% | Reduced |
| Howard Bailey Securities, LLC | 4,187 | $236.6K | 0.07% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,230 | $239.1K | 0.07% | +5+0.1% | Added |
| Banco Santander, S.A. | 4,232 | $239.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,235 | $239.4K | 0.08% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,250 | $240.2K | 0.15% | +4,250 | New |
| Continuum Advisory, LLC | 4,263 | $240.9K | 0.03% | +395+10.2% | Added |
| Pinnacle West Asset Management, Inc. | 4,270 | $241.0K | 0.17% | −25−0.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,267 | $241.2K | 0.02% | −8−0.2% | Reduced |
| Old Port Advisors | 4,272 | $241.5K | 0.07% | −1,283−23.1% | Reduced |
| Reliant Investment Partners, LLC | 4,283 | $242.1K | 0.21% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 4,288 | $242.4K | 0.17% | +34+0.8% | Added |
| Change Path, LLC | 4,293 | $242.6K | 0.01% | +388+9.9% | Added |
| Great Valley Advisor Group, Inc. | 4,298 | $242.8K | 0.01% | −335−7.2% | Reduced |
| Diversified Trust Co | 4,315 | $243.9K | 0.01% | −1,111−20.5% | Reduced |
| Flynn Zito Capital Management, LLC | 4,327 | $244.6K | 0.10% | −618−12.5% | Reduced |
| Jarislowsky, Fraser Ltd | 4,336 | $245.1K | 0.00% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 4,341 | $245.4K | 0.18% | −995−18.6% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,344 | $245.5K | 0.08% | +27+0.6% | Added |
| Verdence Capital Advisors LLC | 4,365 | $246.7K | 0.02% | −323−6.9% | Reduced |
| Park National Corp | 4,378 | $247.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 4,388 | $248.0K | 0.09% | −604−12.1% | Reduced |
| Chesapeake Wealth Management | 4,401 | $248.8K | 0.08% | −529−10.7% | Reduced |
| MBB Public Markets I LLC | 4,428 | $250.3K | 0.03% | −1,034−18.9% | Reduced |
| Syon Capital LLC | 4,449 | $251.5K | 0.02% | +634+16.6% | Added |
| Colonial Trust Advisors | 4,461 | $252.1K | 0.02% | −617−12.2% | Reduced |
| Alta Advisers Ltd | 4,461 | $252.1K | 0.09% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,461 | $252.1K | 0.12% | +16+0.4% | Added |
| Second Half Financial Partners, LLC | 4,482 | $253.3K | 0.12% | −24−0.5% | Reduced |
| MKT Advisors LLC | 4,428 | $255.3K | 0.10% | +4+0.1% | Added |
| PDS Planning, Inc | 4,525 | $255.8K | 0.02% | −233−4.9% | Reduced |
| Camden National Bank | 4,532 | $256.1K | 0.04% | −807−15.1% | Reduced |
| Wealth Alliance | 4,539 | $256.6K | 0.03% | +760+20.1% | Added |
| Rehmann Capital Advisory Group | 4,541 | $256.7K | 0.02% | −1,178−20.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,548 | $257.1K | 0.12% | −279−5.8% | Reduced |
| Greatmark Investment Partners, Inc. | 4,550 | $257.2K | 0.03% | 00.0% | Unchanged |