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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 5,100 | $288.3K | 0.07% | +203+4.1% | Added |
| Sage Mountain Advisors LLC | 5,100 | $288.2K | 0.02% | +5,100 | New |
| HF Advisory Group, LLC | 5,087 | $287.6K | 0.11% | −134−2.6% | Reduced |
| Schmidt P J Investment Management Inc | 5,084 | $287.3K | 0.05% | +270+5.6% | Added |
| Strive Asset Management, LLC | 5,080 | $287.1K | 0.17% | −5,508−52.0% | Reduced |
| Sheets Smith Wealth Management | 5,076 | $286.9K | 0.03% | −708−12.2% | Reduced |
| Forum Financial Management, LP | 5,072 | $286.6K | 0.00% | +1,118+28.3% | Added |
| Chicago Partners Investment Group LLC | 4,907 | $286.0K | 0.01% | +858+21.2% | Added |
| Ameritas Advisory Services, LLC | 5,055 | $285.7K | 0.01% | −2,665−34.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,031 | $284.4K | 0.01% | +5,031 | New |
| Lantern Wealth Advisors, LLC | 5,005 | $282.9K | 0.17% | +5,005 | New |
| Longview Financial Advisors, Inc. | 4,996 | $282.4K | 0.24% | −10−0.2% | Reduced |
| Sivia Capital Partners, LLC | 4,995 | $282.3K | 0.10% | −372−6.9% | Reduced |
| Versant Capital Management, Inc | 4,987 | $281.9K | 0.04% | +130+2.7% | Added |
| Essex Savings Bank | 4,986 | $281.8K | 0.07% | −496−9.0% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $281.1K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,961 | $280.4K | 0.02% | −681−12.1% | Reduced |
| David Loasby | 4,615 | $278.8K | 0.02% | +696+17.8% | Added |
| Tull Financial Group, Inc. | 4,907 | $277.3K | 0.13% | +4,907 | New |
| Private Trust Co NA | 4,891 | $276.4K | 0.03% | −292−5.6% | Reduced |
| Whittier Trust Co | 4,852 | $274.2K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,842 | $273.7K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,832 | $273.1K | 0.03% | −647−11.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,800 | $271.3K | 0.01% | −1,514−24.0% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $271.2K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,798 | $271.2K | 0.01% | −389−7.5% | Reduced |
| Westbourne Investments, Inc. | 4,790 | $270.7K | 0.14% | −2,550−34.7% | Reduced |
| Fort Washington Investment Advisors Inc | 4,763 | $269.2K | 0.00% | −550−10.4% | Reduced |
| Herold Advisors, Inc. | 4,760 | $269.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,758 | $268.9K | 0.02% | +25+0.5% | Added |
| Larson Financial Group LLC | 4,746 | $268.2K | 0.01% | +3,161+199.4% | Added |
| Kinloch Capital, LLC | 4,742 | $268.0K | 0.12% | +3+0.1% | Added |
| Prossimo Advisors, LLC | 4,735 | $268.0K | 0.22% | +803+20.4% | Added |
| Independent Financial Group, LLC | 4,738 | $267.8K | 0.01% | +270+6.0% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $267.3K | 0.19% | 00.0% | Unchanged |
| GWN Securities Inc. | 4,701 | $267.2K | 0.05% | −1,591−25.3% | Reduced |
| Massmutual Trust Co FSB | 4,712 | $266.3K | 0.01% | −532−10.1% | Reduced |
| ICONIQ Capital, LLC | 4,705 | $265.9K | 0.00% | −755−13.8% | Reduced |
| Shelton Capital Management | 4,701 | $265.7K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,669 | $263.9K | 0.01% | −1,417−23.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,661 | $263.5K | 0.04% | −2,093−31.0% | Reduced |
| Violich Capital Management, Inc. | 4,655 | $263.1K | 0.04% | −200−4.1% | Reduced |
| Intrua Financial, LLC | 4,642 | $262.4K | 0.04% | −12−0.3% | Reduced |
| Clare Market Investments LLC | 4,618 | $261.0K | 0.06% | +4,618 | New |
| Advisory Alpha, LLC | 4,600 | $260.0K | 0.01% | +4,600 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $260.0K | 0.00% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,594 | $259.6K | 0.05% | +610+15.3% | Added |
| First Eagle Investment Management, LLC | 4,586 | $259.2K | 0.00% | +646+16.4% | Added |
| Meridian Financial, LLC | 4,583 | $259.0K | 0.17% | −164−3.5% | Reduced |
| Regal Investment Advisors LLC | 4,557 | $257.6K | 0.02% | +4,557 | New |
| Ridgewood Investments LLC | 4,552 | $257.3K | 0.11% | −11,293−71.3% | Reduced |
| Greatmark Investment Partners, Inc. | 4,550 | $257.2K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,548 | $257.1K | 0.12% | −279−5.8% | Reduced |
| Rehmann Capital Advisory Group | 4,541 | $256.7K | 0.02% | −1,178−20.6% | Reduced |
| Wealth Alliance | 4,539 | $256.6K | 0.03% | +760+20.1% | Added |
| Camden National Bank | 4,532 | $256.1K | 0.04% | −807−15.1% | Reduced |
| PDS Planning, Inc | 4,525 | $255.8K | 0.02% | −233−4.9% | Reduced |
| MKT Advisors LLC | 4,428 | $255.3K | 0.10% | +4+0.1% | Added |
| Second Half Financial Partners, LLC | 4,482 | $253.3K | 0.12% | −24−0.5% | 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 |
| Colonial Trust Advisors | 4,461 | $252.1K | 0.02% | −617−12.2% | Reduced |
| Syon Capital LLC | 4,449 | $251.5K | 0.02% | +634+16.6% | Added |
| MBB Public Markets I LLC | 4,428 | $250.3K | 0.03% | −1,034−18.9% | Reduced |
| Chesapeake Wealth Management | 4,401 | $248.8K | 0.08% | −529−10.7% | Reduced |
| First United Bank Trust | 4,388 | $248.0K | 0.09% | −604−12.1% | Reduced |
| Park National Corp | 4,378 | $247.4K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,365 | $246.7K | 0.02% | −323−6.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,344 | $245.5K | 0.08% | +27+0.6% | Added |
| Nabity-Jensen Investment Management Inc | 4,341 | $245.4K | 0.18% | −995−18.6% | Reduced |
| Jarislowsky, Fraser Ltd | 4,336 | $245.1K | 0.00% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,327 | $244.6K | 0.10% | −618−12.5% | Reduced |
| Diversified Trust Co | 4,315 | $243.9K | 0.01% | −1,111−20.5% | Reduced |
| Great Valley Advisor Group, Inc. | 4,298 | $242.8K | 0.01% | −335−7.2% | Reduced |
| Change Path, LLC | 4,293 | $242.6K | 0.01% | +388+9.9% | Added |
| Novak & Powell Financial Services, Inc. | 4,288 | $242.4K | 0.17% | +34+0.8% | Added |
| Reliant Investment Partners, LLC | 4,283 | $242.1K | 0.21% | 00.0% | Unchanged |
| Old Port Advisors | 4,272 | $241.5K | 0.07% | −1,283−23.1% | Reduced |
| Cahaba Wealth Management, Inc. | 4,267 | $241.2K | 0.02% | −8−0.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,270 | $241.0K | 0.17% | −25−0.6% | Reduced |
| Continuum Advisory, LLC | 4,263 | $240.9K | 0.03% | +395+10.2% | Added |
| Virtus ETF Advisers LLC | 4,250 | $240.2K | 0.15% | +4,250 | New |
| Heritage Wealth Management, Inc. | 4,235 | $239.4K | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,232 | $239.2K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,230 | $239.1K | 0.07% | +5+0.1% | Added |
| Howard Bailey Securities, LLC | 4,187 | $236.6K | 0.07% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 4,183 | $236.4K | 0.12% | −35−0.8% | Reduced |
| Ritholtz Wealth Management | 4,182 | $236.3K | 0.01% | +4,182 | New |
| Patton Fund Management, Inc. | 4,160 | $235.1K | 0.05% | +4,160 | New |
| Nadler Financial Group, Inc. | 4,132 | $233.5K | 0.02% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,115 | $232.6K | 0.07% | −70−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 3,788 | $232.2K | 0.04% | +3,788 | New |
| Sterling Investment Counsel, LLC | 4,101 | $231.8K | 0.14% | −250−5.7% | 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 |
| one8zero8, LLC | 4,075 | $230.3K | 0.05% | −2,585−38.8% | Reduced |
| King Luther Capital Management Corp | 4,070 | $230.0K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,068 | $229.9K | 0.06% | −35−0.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $229.4K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,048 | $228.8K | 0.12% | 00.0% | Unchanged |