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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 6,000 | $339.1K | 0.11% | +14+0.2% | Added |
| Hummer Financial Advisory Services Inc | 6,001 | $339.2K | 0.25% | 00.0% | Unchanged |
| United Advisor Group, LLC | 6,012 | $339.8K | 0.06% | +355+6.3% | Added |
| Edgestream Partners, L.P. | 6,013 | $339.9K | 0.01% | +6,013 | New |
| Cypress Capital Group | 6,015 | $340.0K | 0.04% | −360−5.6% | Reduced |
| Curat Global, LLC | 6,065 | $342.8K | 0.33% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,072 | $343.2K | 0.02% | −276−4.3% | Reduced |
| Walker Asset Management, LLC | 6,077 | $343.5K | 0.20% | −10.0% | Reduced |
| Evoke Wealth, LLC | 6,147 | $347.4K | 0.01% | +1,829+42.4% | Added |
| Sax Wealth Advisors, LLC | 6,166 | $348.5K | 0.02% | +2,074+50.7% | Added |
| Chiron Capital Management, LLC | 6,198 | $350.3K | 0.30% | −600−8.8% | Reduced |
| Private Client Services, LLC | 6,234 | $352.4K | 0.14% | +188+3.1% | Added |
| Evermay Wealth Management LLC | 6,238 | $352.6K | 0.04% | −1,180−15.9% | Reduced |
| Mechanics Bank Trust Department | 6,260 | $353.8K | 0.05% | −1,480−19.1% | Reduced |
| Montag A & Associates Inc | 6,316 | $357.0K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 6,331 | $357.8K | 0.13% | +283+4.7% | Added |
| Smith Group Asset Management, LLC | 6,400 | $361.7K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 6,419 | $362.8K | 0.01% | −243−3.6% | Reduced |
| Thrive Capital Management, LLC | 6,420 | $362.9K | 0.11% | +7+0.1% | Added |
| Miracle Mile Advisors, LLC | 6,442 | $364.1K | 0.01% | +1,200+22.9% | Added |
| St Germain D J Co Inc | 6,442 | $364.1K | 0.02% | +1,333+26.1% | Added |
| OLIO Financial Planning | 6,464 | $365.4K | 0.12% | +603+10.3% | Added |
| Capital Analysts, LLC | 6,478 | $366.0K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 6,477 | $366.1K | 0.08% | −1,670−20.5% | Reduced |
| Centurion Wealth Management LLC | 6,504 | $367.6K | 0.11% | +71+1.1% | Added |
| Alpha Family Trust | 6,540 | $369.6K | 0.18% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 6,542 | $369.8K | 0.36% | +113+1.8% | Added |
| Harbour Investments, Inc. | 6,559 | $370.7K | 0.01% | −90−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,573 | $371.5K | 0.02% | −12,534−65.6% | Reduced |
| Abacus Planning Group, Inc. | 6,574 | $371.5K | 0.06% | −301−4.4% | Reduced |
| Hudock, Inc. | 6,608 | $373.5K | 0.06% | +5+0.1% | Added |
| Cresset Asset Management, LLC | 6,617 | $374.0K | 0.00% | −12,005−64.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 6,625 | $374.0K | 0.29% | −375−5.4% | Reduced |
| Cobblestone Asset Management LLC | 6,620 | $374.2K | 0.20% | +206+3.2% | Added |
| United Bank | 6,643 | $375.5K | 0.04% | −46−0.7% | Reduced |
| Blue Rock Wealth Management LLC | 6,629 | $375.9K | 0.26% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 6,723 | $380.0K | 0.03% | +1,639+32.2% | Added |
| Archetype Wealth Partners | 6,721 | $380.0K | 0.05% | +587+9.6% | Added |
| Register Financial Advisors LLC | 6,760 | $382.1K | 0.17% | +2,409+55.4% | Added |
| Sunbelt Securities, Inc. | 7,110 | $382.9K | 0.03% | +310+4.6% | Added |
| Nilsine Partners, LLC | 6,851 | $387.2K | 0.04% | −6,361−48.1% | Reduced |
| Mystic Asset Management, Inc. | 6,897 | $389.8K | 0.09% | +645+10.3% | Added |
| BLB&B Advisors, LLC | 6,903 | $390.2K | 0.02% | −100−1.4% | Reduced |
| Cornerstone Advisory, LLC | 6,915 | $390.9K | 0.04% | −461−6.3% | Reduced |
| Parsons Capital Management Inc | 6,939 | $392.2K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,961 | $393.4K | 0.04% | −350−4.8% | Reduced |
| West Tower Group, LLC | 7,000 | $395.6K | 0.86% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,002 | $395.8K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 7,011 | $396.3K | 0.06% | −240−3.3% | Reduced |
| International Private Wealth Advisors LLC | 7,033 | $397.5K | 0.34% | −114−1.6% | Reduced |
| Private Wealth Partners, LLC | 7,045 | $398.2K | 0.03% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 7,061 | $399.1K | 0.04% | +1,203+20.5% | Added |
| Pure Financial Advisors, Inc. | 7,106 | $401.6K | 0.01% | +2,630+58.8% | Added |
| MidWestOne Financial Group, Inc. | 7,210 | $407.5K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 7,282 | $411.6K | 0.08% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 7,332 | $414.4K | 0.20% | −343−4.5% | Reduced |
| Walleye Capital LLC | 7,353 | $415.6K | 0.00% | −5,965−44.8% | Reduced |
| Family Legacy Financial Solutions, LLC | 7,404 | $418.5K | 0.35% | +7,404 | New |
| Moneta Group Investment Advisors LLC | 7,410 | $418.8K | 0.00% | −392−5.0% | Reduced |
| Cidel Asset Management Inc | 7,413 | $419.0K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,432 | $420.1K | 0.19% | +7,432 | New |
| Hantz Financial Services, Inc. | 7,444 | $421.0K | 0.01% | +433+6.2% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $423.3K | 0.26% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,510 | $424.4K | 0.04% | −2,286−23.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,582 | $428.5K | 0.03% | −658−8.0% | Reduced |
| Wealth Quarterback LLC | 7,585 | $428.7K | 0.20% | +1,626+27.3% | Added |
| Fiduciary Group LLC | 7,592 | $429.1K | 0.04% | −121−1.6% | Reduced |
| Linscomb & Williams, Inc. | 7,595 | $429.3K | 0.02% | −3,274−30.1% | Reduced |
| Welch Group, LLC | 7,597 | $429.4K | 0.02% | +236+3.2% | Added |
| Koshinski Asset Management, Inc. | 7,613 | $430.3K | 0.03% | +217+2.9% | Added |
| Triangle Securities Wealth Management | 7,629 | $431.2K | 0.11% | −2,954−27.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,659 | $432.9K | 0.01% | +387+5.3% | Added |
| Guardian Wealth Advisors, LLC | 7,671 | $433.6K | 0.03% | +134+1.8% | Added |
| Optimum Investment Advisors | 7,675 | $433.8K | 0.19% | +3,975+107.4% | Added |
| Beech Hill Advisors, Inc. | 7,700 | $435.2K | 0.20% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 7,705 | $435.5K | 0.16% | +5+0.1% | Added |
| Total Wealth Planning & Management, Inc. | 7,721 | $436.4K | 0.38% | +184+2.4% | Added |
| Cornerstone Wealth Management, LLC | 7,722 | $436.4K | 0.03% | +4+0.1% | Added |
| RVW Wealth, LLC | 7,725 | $436.6K | 0.04% | −90−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 7,782 | $439.9K | 0.02% | +778+11.1% | Added |
| 1st Source Bank | 7,783 | $439.9K | 0.02% | −73−0.9% | Reduced |
| Quotient Wealth Partners, LLC | 7,795 | $440.6K | 0.01% | +184+2.4% | Added |
| BKD Wealth Advisors, LLC | 7,804 | $441.1K | 0.01% | +28+0.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $441.2K | 0.16% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,819 | $441.9K | 0.01% | +3,898+99.4% | Added |
| ICW Investment Advisors LLC | 7,835 | $442.8K | 0.17% | +158+2.1% | Added |
| Shell Asset Management Co | 7,830 | $443.0K | 0.02% | +3,127+66.5% | Added |
| Apella Capital, LLC | 7,961 | $449.3K | 0.01% | −425−5.1% | Reduced |
| Chase Investment Counsel Corp | 8,009 | $452.0K | 0.14% | +8,009 | New |
| Graver Capital Management, LLC | 8,000 | $452.2K | 0.40% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,017 | $453.0K | 0.00% | −1,377−14.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,049 | $454.9K | 0.01% | −136−1.7% | Reduced |
| Birchcreek Wealth Management, LLC | 8,051 | $455.0K | 0.26% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,054 | $455.2K | 0.13% | 00.0% | Unchanged |
| Farmers Trust Co | 8,076 | $456.5K | 0.09% | −617−7.1% | Reduced |
| Perigon Wealth Management, LLC | 8,079 | $456.6K | 0.01% | +1,917+31.1% | Added |
| Manchester Capital Management LLC | 8,086 | $457.0K | 0.06% | +466+6.1% | Added |
| Outfitter Financial LLC | 8,130 | $459.5K | 0.39% | −20−0.2% | Reduced |
| Kidder Stephen W | 8,157 | $461.0K | 0.14% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,158 | $461.1K | 0.12% | +148+1.8% | Added |