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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 4,552 | $257.3K | 0.11% | −11,293−71.3% | Reduced |
| Regal Investment Advisors LLC | 4,557 | $257.6K | 0.02% | +4,557 | New |
| Meridian Financial, LLC | 4,583 | $259.0K | 0.17% | −164−3.5% | Reduced |
| First Eagle Investment Management, LLC | 4,586 | $259.2K | 0.00% | +646+16.4% | Added |
| Balboa Wealth Partners | 4,594 | $259.6K | 0.05% | +610+15.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $260.0K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,600 | $260.0K | 0.01% | +4,600 | New |
| Clare Market Investments LLC | 4,618 | $261.0K | 0.06% | +4,618 | New |
| Intrua Financial, LLC | 4,642 | $262.4K | 0.04% | −12−0.3% | Reduced |
| Violich Capital Management, Inc. | 4,655 | $263.1K | 0.04% | −200−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,661 | $263.5K | 0.04% | −2,093−31.0% | Reduced |
| Boston Private Wealth LLC | 4,669 | $263.9K | 0.01% | −1,417−23.3% | Reduced |
| Shelton Capital Management | 4,701 | $265.7K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,705 | $265.9K | 0.00% | −755−13.8% | Reduced |
| Massmutual Trust Co FSB | 4,712 | $266.3K | 0.01% | −532−10.1% | Reduced |
| GWN Securities Inc. | 4,701 | $267.2K | 0.05% | −1,591−25.3% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $267.3K | 0.19% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,738 | $267.8K | 0.01% | +270+6.0% | Added |
| Prossimo Advisors, LLC | 4,735 | $268.0K | 0.22% | +803+20.4% | Added |
| Kinloch Capital, LLC | 4,742 | $268.0K | 0.12% | +3+0.1% | Added |
| Larson Financial Group LLC | 4,746 | $268.2K | 0.01% | +3,161+199.4% | Added |
| AdvisorNet Financial, Inc | 4,758 | $268.9K | 0.02% | +25+0.5% | Added |
| Herold Advisors, Inc. | 4,760 | $269.0K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,763 | $269.2K | 0.00% | −550−10.4% | Reduced |
| Westbourne Investments, Inc. | 4,790 | $270.7K | 0.14% | −2,550−34.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,798 | $271.2K | 0.01% | −389−7.5% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $271.2K | 0.00% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,800 | $271.3K | 0.01% | −1,514−24.0% | Reduced |
| Aaron Wealth Advisors | 4,832 | $273.1K | 0.03% | −647−11.8% | Reduced |
| Dividend Assets Capital, LLC | 4,842 | $273.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 4,852 | $274.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,891 | $276.4K | 0.03% | −292−5.6% | Reduced |
| Tull Financial Group, Inc. | 4,907 | $277.3K | 0.13% | +4,907 | New |
| David Loasby | 4,615 | $278.8K | 0.02% | +696+17.8% | Added |
| Checchi Capital Advisers, LLC | 4,961 | $280.4K | 0.02% | −681−12.1% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $281.1K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 4,986 | $281.8K | 0.07% | −496−9.0% | Reduced |
| Versant Capital Management, Inc | 4,987 | $281.9K | 0.04% | +130+2.7% | Added |
| Sivia Capital Partners, LLC | 4,995 | $282.3K | 0.10% | −372−6.9% | Reduced |
| Longview Financial Advisors, Inc. | 4,996 | $282.4K | 0.24% | −10−0.2% | Reduced |
| Lantern Wealth Advisors, LLC | 5,005 | $282.9K | 0.17% | +5,005 | New |
| Hennion & Walsh Asset Management, Inc. | 5,031 | $284.4K | 0.01% | +5,031 | New |
| Ameritas Advisory Services, LLC | 5,055 | $285.7K | 0.01% | −2,665−34.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,907 | $286.0K | 0.01% | +858+21.2% | Added |
| Forum Financial Management, LP | 5,072 | $286.6K | 0.00% | +1,118+28.3% | Added |
| Sheets Smith Wealth Management | 5,076 | $286.9K | 0.03% | −708−12.2% | Reduced |
| Strive Asset Management, LLC | 5,080 | $287.1K | 0.17% | −5,508−52.0% | Reduced |
| Schmidt P J Investment Management Inc | 5,084 | $287.3K | 0.05% | +270+5.6% | Added |
| HF Advisory Group, LLC | 5,087 | $287.6K | 0.11% | −134−2.6% | Reduced |
| Sage Mountain Advisors LLC | 5,100 | $288.2K | 0.02% | +5,100 | New |
| Interchange Capital Partners, LLC | 5,100 | $288.3K | 0.07% | +203+4.1% | Added |
| Campion Asset Management LLC | 5,101 | $288.3K | 0.22% | −200−3.8% | Reduced |
| Compass Ion Advisors, LLC | 5,112 | $288.9K | 0.03% | −9−0.2% | Reduced |
| Manske Wealth Management | 5,122 | $289.5K | 0.10% | +4+0.1% | Added |
| Sowell Financial Services LLC | 5,130 | $289.9K | 0.01% | −465−8.3% | Reduced |
| Bullock Wealth Management Group | 5,069 | $292.2K | 0.15% | −118−2.3% | Reduced |
| Mather Group, LLC. | 5,176 | $292.5K | 0.00% | +169+3.4% | Added |
| First Command Advisory Services, Inc. | 5,183 | $292.9K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,266 | $297.6K | 0.02% | +24+0.5% | Added |
| Blue Fin Capital, Inc. | 5,292 | $299.1K | 0.05% | −11−0.2% | Reduced |
| SFMG, LLC | 5,350 | $302.4K | 0.02% | −13−0.2% | Reduced |
| Journey Strategic Wealth LLC | 5,385 | $304.4K | 0.01% | +1,644+43.9% | Added |
| Hartford Financial Management Inc. | 5,435 | $307.2K | 0.08% | −26,000−82.7% | Reduced |
| IFC Advisors LLC | 5,452 | $308.1K | 0.06% | −144−2.6% | Reduced |
| Howard Capital Management Inc. | 5,479 | $309.7K | 0.00% | +533+10.8% | Added |
| NDWM LLC | 5,500 | $310.9K | 0.23% | +5,500 | New |
| IFG Advisory, LLC | 5,512 | $311.6K | 0.02% | +17+0.3% | Added |
| Formidable Asset Management, LLC | 5,587 | $313.3K | 0.05% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 5,557 | $314.1K | 0.15% | −180−3.1% | Reduced |
| Sequent Planning LLC | 5,597 | $316.3K | 0.10% | +5,597 | New |
| Pine Valley Investments Ltd Liability Co | 5,600 | $316.5K | 0.02% | −60−1.1% | Reduced |
| Thompson Davis & Co., Inc. | 5,628 | $318.1K | 0.22% | −234−4.0% | Reduced |
| Fragasso Group Inc. | 5,649 | $319.3K | 0.02% | −246−4.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,657 | $319.7K | 0.02% | +57+1.0% | Added |
| Luts & Greenleigh Group, Inc | 5,670 | $320.5K | 0.31% | −130−2.2% | Reduced |
| Adirondack Trust Co | 5,672 | $320.6K | 0.12% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 5,686 | $321.4K | 0.06% | +656+13.0% | Added |
| denkapparat Operations GmbH | 5,696 | $321.9K | 0.26% | −2,056−26.5% | Reduced |
| Graypoint LLC | 5,754 | $325.2K | 0.02% | −498−8.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $325.7K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,835 | $326.0K | 0.03% | −640−9.9% | Reduced |
| Fruth Investment Management | 5,799 | $327.0K | 0.09% | −226−3.8% | Reduced |
| Smithfield Trust Co | 5,800 | $327.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Corp | 5,789 | $327.2K | 0.06% | −447−7.2% | Reduced |
| Aspiriant, LLC | 5,794 | $327.5K | 0.01% | −17−0.3% | Reduced |
| Salem Investment Counselors Inc | 5,817 | $328.8K | 0.01% | −150−2.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,817 | $328.8K | 0.10% | −4,844−45.4% | Reduced |
| Evergreen Capital Management LLC | 5,818 | $328.8K | 0.01% | +81+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 5,824 | $329.1K | 0.15% | −113−1.9% | Reduced |
| Northwest Bancshares, Inc. | 5,829 | $329.5K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,840 | $330.1K | 0.00% | −1,189−16.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,856 | $331.0K | 0.01% | −166−2.8% | Reduced |
| Aviance Capital Partners, LLC | 5,868 | $331.7K | 0.04% | +231+4.1% | Added |
| CX Institutional | 5,879 | $332.0K | 0.01% | −65−1.1% | Reduced |
| SBI Securities Co., Ltd. | 5,882 | $332.5K | 0.01% | +295+5.3% | Added |
| Optas, LLC | 5,908 | $333.9K | 0.06% | +5,908 | New |
| Transcend Wealth Collective, LLC | 5,912 | $334.2K | 0.03% | +5,912 | New |
| Cullen Capital Management LLC | 5,936 | $335.5K | 0.00% | −943−13.7% | Reduced |
| Financial Sense Advisors, Inc. | 5,970 | $337.4K | 0.08% | +9+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $337.7K | 0.06% | 00.0% | Unchanged |