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 |
|---|---|---|---|---|---|
| Summit Wealth Group LLC | 4,047 | $228.7K | 0.06% | +4,047 | New |
| UMA Financial Services, Inc. | 4,027 | $227.6K | 0.04% | +43+1.1% | Added |
| Trust Point Inc. | 4,011 | $226.7K | 0.02% | −351−8.0% | Reduced |
| D.B. Root & Company, LLC | 4,002 | $226.2K | 0.07% | +246+6.5% | Added |
| Old North State Trust, LLC | 3,990 | $226.0K | 0.15% | −216−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,992 | $225.6K | 0.01% | +865+27.7% | Added |
| Athena Investment Management | 3,988 | $225.4K | 0.13% | +3,988 | New |
| Pines Wealth Management, LLC | 3,956 | $224.9K | 0.08% | +3,956 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,973 | $224.6K | 0.01% | −9,458−70.4% | Reduced |
| 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 |
| Morningstar Investment Management LLC | 3,963 | $224.0K | 0.02% | +3,963 | New |
| Tranquility Partners, LLC | 3,956 | $223.6K | 0.08% | −90−2.2% | Reduced |
| Advisor OS, LLC | 3,953 | $223.4K | 0.02% | +3,953 | New |
| Hollow Brook Wealth Management LLC | 3,950 | $223.3K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 3,938 | $222.6K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 3,937 | $222.5K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,920 | $221.6K | 0.06% | −550−12.3% | Reduced |
| Somerset Trust Co | 3,904 | $220.7K | 0.07% | +123+3.3% | Added |
| KFA Private Wealth Group, LLC | 3,886 | $219.7K | 0.07% | +151+4.0% | Added |
| Goodman Advisory Group, LLC | 3,884 | $219.5K | 0.07% | −43,166−91.7% | Reduced |
| Welch & Forbes LLC | 3,870 | $218.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Resonant Capital Advisors, LLC | 3,845 | $217.3K | 0.01% | +3,845 | New |
| North Star Investment Management Corp. | 3,837 | $216.9K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 3,823 | $216.1K | 0.17% | +399+11.7% | Added |
| Employees Retirement System of Texas | 3,829 | $216.0K | 0.00% | +3,829 | New |
| L2 Asset Management, LLC | 3,820 | $215.9K | 0.04% | +245+6.9% | Added |
| Armor Investment Advisors, LLC | 3,813 | $215.5K | 0.08% | −134−3.4% | Reduced |
| Sapient Capital LLC | 3,804 | $215.0K | 0.00% | −41−1.1% | Reduced |
| Precedent Wealth Partners, LLC | 3,802 | $214.9K | 0.05% | −561−12.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,790 | $214.2K | 0.16% | +115+3.1% | Added |
| Eagle Strategies LLC | 3,779 | $213.6K | 0.03% | −190−4.8% | Reduced |
| Probity Advisors, Inc. | 3,774 | $213.3K | 0.04% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,744 | $211.6K | 0.11% | +3,744 | New |
| Summit Asset Management, LLC | 3,739 | $211.3K | 0.03% | −1,215−24.5% | Reduced |
| Farmers National Bank | 3,730 | $210.8K | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,725 | $210.5K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,700 | $209.1K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,695 | $209.0K | 0.03% | +7+0.2% | Added |
| Widmann Financial Services, Inc. | 3,691 | $208.6K | 0.15% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 3,672 | $207.5K | 0.17% | +3,672 | New |
| Klingman & Associates, LLC | 3,647 | $206.1K | 0.01% | +64+1.8% | Added |
| Sandbox Financial Partners, LLC | 3,646 | $206.1K | 0.07% | −10−0.3% | Reduced |
| Howard Capital Management Group, LLC | 3,635 | $205.4K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,596 | $203.2K | 0.04% | +3,596 | New |
| MBA Advisors LLC | 3,570 | $201.8K | 0.09% | +3,570 | New |
| MTM Investment Management, LLC | 3,540 | $200.1K | 0.07% | +3,540 | New |
| Federated Hermes, Inc. | 3,512 | $198.5K | 0.00% | −2,687−43.3% | Reduced |
| Viking Fund Management LLC | 3,500 | $197.8K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,440 | $194.4K | 0.07% | +88+2.6% | Added |
| William B. Walkup & Associates, Inc. | 3,408 | $192.6K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,340 | $188.7K | 0.03% | −558−14.3% | Reduced |
| GeoWealth Management, LLC | 3,324 | $187.9K | 0.01% | −278−7.7% | Reduced |
| CVA Family Office, LLC | 3,324 | $187.9K | 0.03% | +76+2.3% | Added |
| Front Row Advisors LLC | 3,266 | $184.6K | 0.06% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,215 | $181.7K | 0.09% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,164 | $178.8K | 0.06% | +371+13.3% | Added |
| Rosenberg Matthew Hamilton | 3,160 | $178.6K | 0.04% | +411+15.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $178.3K | 0.00% | −10−0.3% | Reduced |
| American Capital Advisory, LLC | 3,110 | $175.8K | 0.09% | +1,997+179.4% | Added |
| Y.D. More Investments Ltd | 3,115 | $174.0K | 0.01% | +622+24.9% | Added |
| Resources Management Corp | 3,064 | $173.0K | 0.02% | −400−11.5% | Reduced |
| Sound Income Strategies, LLC | 3,057 | $172.8K | 0.01% | +2+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,008 | $170.1K | 0.02% | +380+14.5% | Added |
| Mechanics Financial Corp | 3,000 | $169.6K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,825 | $162.9K | 0.11% | 00.0% | Unchanged |
| Motco | 2,735 | $159.9K | 0.02% | +50+1.9% | Added |
| S.A. Mason LLC | 2,750 | $155.4K | 0.08% | +252+10.1% | Added |
| Kestra Investment Management, LLC | 2,748 | $154.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,684 | $151.7K | 0.09% | +18+0.7% | Added |
| Crowley Wealth Management, Inc. | 2,450 | $149.8K | 0.14% | +70+2.9% | Added |
| HHM Wealth Advisors, LLC | 2,632 | $148.8K | 0.02% | −92−3.4% | Reduced |
| MUFG Securities EMEA plc | 2,520 | $142.4K | 0.01% | +2,520 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2,500 | $141.3K | 0.18% | +250+11.1% | Added |
| Burkett Financial Services, LLC | 2,441 | $138.0K | 0.05% | +29+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,431 | $137.4K | 0.00% | −10.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $137.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,268 | $128.2K | 0.01% | −1,060−31.9% | Reduced |
| Catalyst Capital Advisors LLC | 2,267 | $128.1K | 0.00% | +687+43.5% | Added |
| Crews Bank & Trust | 2,201 | $124.4K | 0.02% | −268−10.9% | Reduced |
| Sittner & Nelson, LLC | 2,198 | $124.2K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 2,190 | $124.0K | 0.09% | +2,190 | New |
| Independence Bank of Kentucky | 2,176 | $123.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,135 | $120.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,116 | $119.0K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,105 | $119.0K | 0.01% | −585−21.7% | Reduced |
| North Capital, Inc. | 2,063 | $116.6K | 0.10% | +10.0% | Added |
| Aventura Private Wealth, LLC | 2,061 | $116.5K | 0.05% | −181−8.1% | Reduced |
| Antipodes Partners Ltd | 2,051 | $115.9K | 0.00% | +1,447+239.6% | Added |
| Union Savings Bank | 1,945 | $113.7K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,967 | $111.0K | 0.05% | −33−1.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,898 | $107.3K | 0.03% | +23+1.2% | Added |
| Group One Trading, L.P. | 1,864 | $105.4K | 0.00% | −16,900−90.1% | Reduced |
| Avalon Trust Co | 1,840 | $104.0K | 0.01% | −47−2.5% | Reduced |
| Asset Planning,Inc | 1,839 | $103.9K | 0.08% | 00.0% | Unchanged |