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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 436 | $24.6K | 0.00% | −50−10.3% | Reduced |
| Private Wealth Asset Management, LLC | 426 | $24.1K | 0.00% | −28−6.2% | Reduced |
| MCF Advisors LLC | 426 | $24.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 426 | $24.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 425 | $24.0K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 425 | $24.0K | 0.01% | +425 | New |
| Creekmur Asset Management LLC | 425 | $24.0K | 0.00% | +353+490.3% | Added |
| Cape Investment Advisory, Inc. | 418 | $23.6K | 0.01% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 391 | $22.1K | 0.02% | +391 | New |
| American National Bank | 382 | $21.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 382 | $21.6K | 0.00% | +169+79.3% | Added |
| Bell Investment Advisors, Inc | 380 | $21.5K | 0.00% | +28+8.0% | Added |
| Bare Financial Services, Inc | 371 | $21.0K | 0.01% | +89+31.6% | Added |
| Leonteq Securities AG | 364 | $20.6K | 0.00% | +364 | New |
| Flagship Wealth Advisors, LLC | 360 | $20.3K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 353 | $20.0K | 0.00% | +97+37.9% | Added |
| Community Bank, N.A. | 350 | $19.8K | 0.00% | −225−39.1% | Reduced |
| SIMA Wealth Partners, LLC | 348 | $19.7K | 0.02% | −397−53.3% | Reduced |
| CGC Financial Services, LLC | 339 | $19.2K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 336 | $19.0K | 0.02% | +4+1.2% | Added |
| Team Financial Group, LLC | 331 | $18.7K | 0.01% | +331 | New |
| West Financial Advisors, LLC | 326 | $18.4K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 325 | $18.4K | 0.00% | +325 | New |
| Gables Capital Management Inc. | 320 | $18.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 314 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 306 | $17.3K | 0.00% | −4−1.3% | Reduced |
| S&T Bank | 304 | $17.2K | 0.01% | −4−1.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 304 | $17.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $17.0K | 0.01% | −61−16.9% | Reduced |
| ESL Trust Services, LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 280 | $15.8K | 0.00% | +117+71.8% | Added |
| Miller Wealth Advisors, LLC | 280 | $15.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 282 | $15.8K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 273 | $15.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $15.2K | 0.00% | −13−4.6% | Reduced |
| BankPlus Trust Department | 268 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 267 | $15.1K | 0.01% | +2+0.8% | Added |
| JFS Wealth Advisors, LLC | 266 | $15.0K | 0.00% | −557−67.7% | Reduced |
| Chilton Capital Management LLC | 266 | $15.0K | 0.00% | +266 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 260 | $14.7K | 0.01% | −100−27.8% | Reduced |
| Avion Wealth | 262 | $14.0K | 0.00% | +49+23.0% | Added |
| Legacy Bridge, LLC | 245 | $13.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 243 | $13.7K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 242 | $13.7K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 236 | $13.3K | 0.00% | +236 | New |
| Pingora Partners LLC | 235 | $13.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 230 | $13.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 218 | $12.3K | 0.00% | +2+0.9% | Added |
| True Wealth Design, LLC | 218 | $12.3K | 0.00% | +52+31.3% | Added |
| Abound Wealth Management | 217 | $12.3K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 215 | $12.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $12.1K | 0.00% | −146−40.6% | Reduced |
| Acima Private Wealth, LLC | 213 | $12.0K | 0.00% | +213 | New |
| Morse Asset Management, Inc | 200 | $11.3K | 0.00% | −99−33.1% | Reduced |
| Albion Financial Group | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 190 | $10.7K | 0.01% | +190 | New |
| FSA Wealth Management LLC | 187 | $10.6K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 181 | $10.2K | 0.00% | +181 | New |
| Pacific Center for Financial Services | 168 | $9.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 168 | $9.49K | 0.00% | +22+15.1% | Added |
| Ramirez Asset Management, Inc. | 166 | $9.38K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 160 | $9.22K | 0.00% | −339−67.9% | Reduced |
| Kennebec Savings Bank | 160 | $9.04K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 159 | $8.99K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 153 | $8.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 151 | $8.54K | 0.01% | +61+67.8% | Added |
| Barrett & Company, Inc. | 150 | $8.48K | 0.00% | 00.0% | Unchanged |
| Trust Co | 150 | $8.48K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 148 | $8.38K | 0.00% | +2+1.4% | Added |
| Anfield Capital Management, LLC | 147 | $8.31K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 128 | $7.24K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 126 | $7.12K | 0.00% | +100+384.6% | Added |
| Ogorek Anthony Joseph | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 122 | $6.87K | 0.00% | +116+1,933.3% | Added |
| Fortitude Family Office, LLC | 110 | $6.22K | 0.00% | −1−0.9% | Reduced |
| Evolution Wealth Management Inc. | 110 | $6.22K | 0.01% | +110 | New |
| Investment Management Corp | 104 | $5.90K | 0.01% | +3+3.0% | Added |
| Vision Financial Markets LLC | 102 | $5.72K | 0.01% | +2+2.0% | Added |
| Mascoma Wealth Management LLC | 100 | $5.65K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $5.65K | 0.01% | +100 | New |
| Signature Resources Capital Management, LLC | 91 | $5.14K | 0.00% | +5+5.8% | Added |
| Carolina Wealth Advisors, LLC | 88 | $4.97K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 88 | $4.97K | 0.00% | +88 | New |
| Nemes Rush Group LLC | 87 | $4.92K | 0.00% | −67−43.5% | Reduced |
| SJS Investment Consulting Inc. | 85 | $4.80K | 0.00% | −14−14.1% | Reduced |
| Kilter Group LLC | 85 | $4.80K | 0.00% | +85 | New |
| Ameriflex Group, Inc. | 87 | $4.80K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $4.63K | 0.00% | −13−13.7% | Reduced |
| Winnow Wealth LLC | 71 | $4.01K | 0.00% | −1,511−95.5% | Reduced |
| Accordant Advisory Group Inc | 71 | $4.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 70 | $3.96K | 0.00% | −125−64.1% | Reduced |
| Arlington Trust Co LLC | 70 | $3.96K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 67 | $3.83K | 0.00% | +1+1.5% | Added |