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 |
|---|---|---|---|---|---|
| Kentucky Trust Co | 8,265 | $467.1K | 0.27% | −200−2.4% | Reduced |
| We Are One Seven, LLC | 8,278 | $467.9K | 0.02% | +120+1.5% | Added |
| Cigna Investments Inc | 8,280 | $468.0K | 0.08% | −93−1.1% | Reduced |
| Crestwood Advisors Group LLC | 8,294 | $468.8K | 0.01% | +422+5.4% | Added |
| United Asset Strategies, Inc. | 8,392 | $474.3K | 0.04% | −644−7.1% | Reduced |
| National Asset Management, Inc. | 8,415 | $475.6K | 0.02% | −46,828−84.8% | Reduced |
| Burney Co | 8,460 | $478.2K | 0.02% | −196−2.3% | Reduced |
| First Bank & Trust | 8,461 | $478.2K | 0.09% | −6,211−42.3% | Reduced |
| Richard W. Paul & Associates, LLC | 8,472 | $478.8K | 0.17% | +48+0.6% | Added |
| Commonwealth Retirement Investments LLC | 8,475 | $479.0K | 0.18% | +10+0.1% | Added |
| SS&H Financial Advisors, Inc. | 8,493 | $480.0K | 0.16% | −100−1.2% | Reduced |
| Wedmont Private Capital | 8,437 | $482.1K | 0.02% | +2,660+46.0% | Added |
| Citizens Financial Group Inc | 8,556 | $483.6K | 0.01% | +2,113+32.8% | Added |
| SeaCrest Wealth Management, LLC | 8,558 | $483.7K | 0.05% | +490+6.1% | Added |
| Pointe Capital Management LLC | 8,600 | $486.1K | 0.25% | −100−1.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,605 | $486.4K | 0.06% | +96+1.1% | Added |
| Hardin Capital Partners, LLC | 8,459 | $487.7K | 0.29% | −292−3.3% | Reduced |
| Bay Rivers Group | 8,629 | $487.7K | 0.22% | −19,326−69.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,635 | $490.0K | 0.20% | +8+0.1% | Added |
| Armis Advisers, LLC | 8,546 | $490.5K | 0.04% | +8,546 | New |
| HBK Sorce Advisory LLC | 8,687 | $491.0K | 0.01% | −463−5.1% | Reduced |
| Monograph Wealth Advisors, LLC | 8,702 | $491.8K | 0.06% | +8,702 | New |
| Pinnacle Financial Partners Inc | 8,719 | $492.8K | 0.01% | −245−2.7% | Reduced |
| Rowland & Co Investment Counsel | 8,740 | $494.0K | 0.10% | −70−0.8% | Reduced |
| Nations Financial Group Inc, | 8,757 | $495.0K | 0.03% | +111+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 8,770 | $495.7K | 0.01% | −6,511−42.6% | Reduced |
| Premier Path Wealth Partners, LLC | 8,782 | $496.3K | 0.07% | −5−0.1% | Reduced |
| LifeWealth Investments, LLC | 8,844 | $499.8K | 0.09% | +933+11.8% | Added |
| Voleon Capital Management LP | 8,861 | $500.8K | 0.03% | +1,896+27.2% | Added |
| Mutual Advisors, LLC | 8,558 | $502.8K | 0.01% | +315+3.8% | Added |
| Catalyst Financial Partners LLC | 8,927 | $504.6K | 0.06% | +1,294+17.0% | Added |
| Maridea Wealth Management LLC | 8,940 | $505.3K | 0.13% | +183+2.1% | Added |
| MEMBERS Trust Co | 8,947 | $505.7K | 0.02% | −4,191−31.9% | Reduced |
| AlphaStar Capital Management, LLC | 8,973 | $507.2K | 0.04% | −3,264−26.7% | Reduced |
| 1620 Investment Advisors, Inc. | 9,002 | $508.8K | 0.36% | +244+2.8% | Added |
| Lawson Kroeker Investment Management Inc | 9,007 | $509.1K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 9,014 | $509.5K | 0.04% | −1,315−12.7% | Reduced |
| Strategic Blueprint, LLC | 9,054 | $511.7K | 0.03% | +1,066+13.3% | Added |
| Smith, Moore & Co. | 9,090 | $513.8K | 0.04% | −203−2.2% | Reduced |
| Institute for Wealth Management, LLC. | 9,100 | $514.3K | 0.06% | +4,970+120.3% | Added |
| HM Payson & Co | 9,112 | $515.0K | 0.01% | −229−2.5% | Reduced |
| Atomi Financial Group, Inc. | 9,124 | $515.7K | 0.02% | +89+1.0% | Added |
| Pensionmark Financial Group, LLC | 9,154 | $517.4K | 0.01% | −7,830−46.1% | Reduced |
| Heritage Trust Co | 9,198 | $519.9K | 0.06% | −1,003−9.8% | Reduced |
| Hughes Financial Services, LLC | 8,536 | $520.4K | 0.09% | +274+3.3% | Added |
| Chapman Financial Group, LLC | 9,210 | $520.5K | 0.44% | +9,210 | New |
| Wedbush Securities Inc | 9,229 | $522.0K | 0.02% | −3,550−27.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,278 | $524.4K | 0.02% | +361+4.0% | Added |
| Two Sigma Advisers, LP | 9,300 | $525.6K | 0.00% | −194,000−95.4% | Reduced |
| Parallel Advisors, LLC | 9,333 | $527.5K | 0.01% | −685−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 9,385 | $530.4K | 0.01% | −61,103−86.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,464 | $534.9K | 0.04% | −499−5.0% | Reduced |
| Eastern Bank | 9,502 | $537.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9,680 | $540.8K | 0.07% | +3,882+67.0% | Added |
| Leavell Investment Management, Inc. | 9,595 | $542.3K | 0.02% | −204−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,624 | $543.9K | 0.15% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,688 | $547.5K | 0.01% | +256+2.7% | Added |
| VeraBank, N.A. | 9,699 | $548.2K | 0.11% | +1,030+11.9% | Added |
| Two Sigma Investments, LP | 9,720 | $549.4K | 0.00% | −40,345−80.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,764 | $551.9K | 0.00% | −1,123−10.3% | Reduced |
| Camelot Portfolios, LLC | 9,803 | $554.1K | 0.33% | −15−0.2% | Reduced |
| Adams Wealth Management | 9,814 | $554.7K | 0.11% | −2,453−20.0% | Reduced |
| CacheTech Inc. | 9,814 | $554.7K | 0.10% | −2,453−20.0% | Reduced |
| Iron Financial, LLC | 9,821 | $555.1K | 0.29% | −25−0.3% | Reduced |
| Wealthspire Advisors, LLC | 9,860 | $557.3K | 0.00% | −3,170−24.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,926 | $561.0K | 0.04% | +19+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 10,012 | $563.9K | 0.12% | +907+10.0% | Added |
| Stratos Wealth Advisors, LLC | 10,001 | $565.3K | 0.03% | −853−7.9% | Reduced |
| Brevan Howard Capital Management LP | 10,004 | $565.4K | 0.01% | +10,004 | New |
| Hayek Kallen Investment Management | 10,028 | $567.0K | 0.19% | +699+7.5% | Added |
| Ostrum Asset Management | 10,041 | $567.5K | 0.03% | +5,046+101.0% | Added |
| TFG Advisers LLC | 10,058 | $568.5K | 0.19% | +513+5.4% | Added |
| Essential Partners LLC | 10,114 | $571.6K | 0.23% | +10,114 | New |
| HighPoint Advisor Group LLC | 10,132 | $572.6K | 0.03% | −54−0.5% | Reduced |
| Commerzbank Aktiengesellschaft | 10,125 | $573.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,141 | $573.2K | 0.01% | −250−2.4% | Reduced |
| Phoenix Wealth Advisors | 10,143 | $573.3K | 0.24% | +30.0% | Added |
| Whittier Trust Co of Nevada Inc | 10,167 | $574.6K | 0.01% | −118−1.1% | Reduced |
| Wetherby Asset Management Inc | 10,327 | $583.7K | 0.03% | +10,327 | New |
| NTV Asset Management LLC | 10,348 | $584.9K | 0.07% | −219−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 10,357 | $585.4K | 0.09% | +533+5.4% | Added |
| First National Trust Co | 10,359 | $585.5K | 0.02% | −1,649−13.7% | Reduced |
| Joel Isaacson & Co., LLC | 10,373 | $586.3K | 0.02% | +68+0.7% | Added |
| Miller Financial Services LLC | 10,394 | $587.5K | 0.75% | −2,331−18.3% | Reduced |
| Sharp Financial Services, LLC | 10,579 | $597.9K | 0.39% | −575−5.2% | Reduced |
| Key Financial Inc | 10,593 | $598.7K | 0.12% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10,598 | $599.0K | 0.02% | +2,290+27.6% | Added |
| MONECO Advisors, LLC | 10,627 | $600.7K | 0.06% | −26,607−71.5% | Reduced |
| Fidelis Capital Partners, LLC | 9,888 | $602.9K | 0.05% | +230+2.4% | Added |
| Insigneo Advisory Services, LLC | 10,706 | $605.1K | 0.05% | +1,867+21.1% | Added |
| Pittenger & Anderson Inc | 10,750 | $607.6K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 10,795 | $610.2K | 0.19% | +610+6.0% | Added |
| Chemung Canal Trust Co | 10,802 | $610.5K | 0.13% | −33−0.3% | Reduced |
| SummitTX Capital, L.P. | 10,866 | $614.1K | 0.03% | +10,866 | New |
| Anchor Investment Management, LLC | 10,882 | $615.1K | 0.05% | −324−2.9% | Reduced |
| Capital Asset Advisory Services LLC | 10,677 | $615.5K | 0.03% | +9+0.1% | Added |
| Grimes & Company, Inc. | 10,897 | $615.9K | 0.02% | +56+0.5% | Added |
| Plimoth Trust Co LLC | 10,935 | $618.0K | 0.15% | −25−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,946 | $618.6K | 0.01% | +8+0.1% | Added |
| Bay Capital Advisors, LLC | 10,952 | $619.0K | 0.47% | 00.0% | Unchanged |