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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 30,142 | $1.70M | 0.02% | −318−1.0% | Reduced |
| Rodgers Brothers Inc. | 29,665 | $1.68M | 0.21% | +29,665 | New |
| Concurrent Investment Advisors, LLC | 29,580 | $1.67M | 0.03% | −5,958−16.8% | Reduced |
| J.W. Cole Advisors, Inc. | 29,464 | $1.67M | 0.04% | +1,772+6.4% | Added |
| Level Four Advisory Services, LLC | 29,372 | $1.66M | 0.06% | +1,188+4.2% | Added |
| Alpha Omega Wealth Management LLC | 29,334 | $1.66M | 0.30% | −487−1.6% | Reduced |
| Empirical Finance, LLC | 29,240 | $1.65M | 0.09% | +186+0.6% | Added |
| Plan Group Financial, LLC | 29,022 | $1.64M | 0.54% | +4,062+16.3% | Added |
| SageView Advisory Group, LLC | 27,968 | $1.62M | 0.06% | +4,955+21.5% | Added |
| Allworth Financial LP | 28,616 | $1.62M | 0.01% | +7,078+32.9% | Added |
| Total Clarity Wealth Management, Inc. | 28,580 | $1.62M | 0.46% | −21−0.1% | Reduced |
| Greenwood Capital Associates LLC | 28,489 | $1.61M | 0.20% | +332+1.2% | Added |
| Meketa Investment Group Inc | 27,832 | $1.57M | 4.77% | −3,614−11.5% | Reduced |
| Moors & Cabot, Inc. | 27,773 | $1.57M | 0.07% | −1,433−4.9% | Reduced |
| AustralianSuper Pty Ltd | 27,526 | $1.56M | 0.01% | +4,509+19.6% | Added |
| Advanced Portfolio Management, LLC | 27,500 | $1.55M | 4.34% | +27,500 | New |
| Central Trust Co | 27,353 | $1.55M | 0.04% | −1,736−6.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 27,351 | $1.55M | 0.53% | −1,805−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 27,207 | $1.54M | 0.01% | +9,085+50.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,204 | $1.54M | 0.02% | +488+1.8% | Added |
| Arkadios Wealth Advisors | 27,179 | $1.54M | 0.05% | +1,788+7.0% | Added |
| Cassaday & Co Wealth Management LLC | 27,039 | $1.53M | 0.04% | +550+2.1% | Added |
| Resources Investment Advisors, LLC. | 26,960 | $1.52M | 0.02% | +2,505+10.2% | Added |
| Park Avenue Securities LLC | 26,771 | $1.51M | 0.01% | +1,150+4.5% | Added |
| Lowe Brockenbrough & Co Inc | 26,547 | $1.50M | 0.08% | −382−1.4% | Reduced |
| GAMMA Investing LLC | 26,509 | $1.50M | 0.09% | +3,738+16.4% | Added |
| Providence First Trust Co | 26,189 | $1.48M | 0.52% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 26,145 | $1.48M | 0.15% | −300−1.1% | Reduced |
| Vident Advisory, LLC | 26,049 | $1.47M | 0.02% | +1,556+6.4% | Added |
| Bull Street Advisors, LLC | 25,725 | $1.45M | 0.70% | −125−0.5% | Reduced |
| Coldstream Capital Management Inc | 25,640 | $1.45M | 0.02% | +71+0.3% | Added |
| Assenagon Asset Management S.A. | 25,519 | $1.44M | 0.00% | +296+1.2% | Added |
| Kingsview Wealth Management, LLC | 25,398 | $1.44M | 0.02% | −722−2.8% | Reduced |
| Lee Danner & Bass Inc | 25,386 | $1.43M | 0.11% | +317+1.3% | Added |
| Squarepoint Ops LLC | 25,332 | $1.43M | 0.00% | −73,966−74.5% | Reduced |
| Capital Investment Counsel, Inc | 25,219 | $1.43M | 0.19% | −1,295−4.9% | Reduced |
| Integrated Advisors Network LLC | 24,934 | $1.41M | 0.06% | +1,203+5.1% | Added |
| Tounjian Advisory Partners, LLC | 25,066 | $1.41M | 0.27% | −324−1.3% | Reduced |
| Horizon Investments, LLC | 24,711 | $1.40M | 0.02% | +8,260+50.2% | Added |
| Simmons Bank | 24,512 | $1.39M | 0.10% | +1,816+8.0% | Added |
| Canandaigua National Bank & Trust Co | 24,399 | $1.38M | 0.13% | −529−2.1% | Reduced |
| Pensionfund Sabic | 24,400 | $1.38M | 0.39% | −1,900−7.2% | Reduced |
| MAI Capital Management | 23,885 | $1.35M | 0.01% | +2,049+9.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,599 | $1.33M | 0.00% | +1,126+5.0% | Added |
| Personal Cfo Solutions, LLC | 23,534 | $1.33M | 0.25% | +693+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 23,313 | $1.32M | 0.01% | +447+2.0% | Added |
| Ossiam | 23,202 | $1.31M | 0.01% | +23,050+15,164.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,791 | $1.29M | 0.09% | −1,581−6.5% | Reduced |
| Valeo Financial Advisors, LLC | 22,575 | $1.28M | 0.03% | +7,103+45.9% | Added |
| Valmark Advisers, Inc. | 22,437 | $1.27M | 0.02% | −255−1.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 22,290 | $1.26M | 0.01% | +6,036+37.1% | Added |
| Ronald Blue Trust, Inc. | 22,057 | $1.25M | 0.01% | +2,838+14.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,628 | $1.22M | 0.04% | +725+3.5% | Added |
| Inspire Advisors, LLC | 21,584 | $1.22M | 0.13% | +10,796+100.1% | Added |
| Ci Investments Inc. | 21,168 | $1.20M | 0.00% | +3,282+18.3% | Added |
| Andra AP-fonden | 20,882 | $1.18M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 20,728 | $1.17M | 0.05% | −119−0.6% | Reduced |
| Tredje AP-fonden | 20,631 | $1.17M | 0.01% | −130,490−86.3% | Reduced |
| Spirit of America Management Corp | 20,600 | $1.16M | 0.24% | +1,000+5.1% | Added |
| Platform Technology Partners | 20,535 | $1.16M | 0.30% | +1,059+5.4% | Added |
| ABN AMRO Bank N.V. | 20,429 | $1.16M | 0.02% | −27,002−56.9% | Reduced |
| Concord Wealth Partners | 20,445 | $1.16M | 0.17% | +5,808+39.7% | Added |
| Concord Asset Management, LLC | 20,445 | $1.16M | 0.17% | +5,479+36.6% | Added |
| Trust Co of Toledo NA | 20,405 | $1.15M | 0.13% | −1,017−4.7% | Reduced |
| Cullinan Associates Inc | 20,378 | $1.15M | 0.08% | −700−3.3% | Reduced |
| Empowered Funds, LLC | 20,335 | $1.15M | 0.01% | +2,764+15.7% | Added |
| Snowden Capital Advisors LLC | 20,238 | $1.14M | 0.03% | +281+1.4% | Added |
| Aptus Capital Advisors, LLC | 20,235 | $1.14M | 0.01% | +842+4.3% | Added |
| TCG Advisory Services, LLC | 20,119 | $1.14M | 0.04% | +352+1.8% | Added |
| NovaPoint Capital, LLC | 20,099 | $1.14M | 0.35% | +1,364+7.3% | Added |
| Burke & Herbert Bank & Trust Co | 20,029 | $1.13M | 0.25% | −246−1.2% | Reduced |
| Merit Financial Group, LLC | 19,969 | $1.13M | 0.01% | +4,540+29.4% | Added |
| Pettyjohn, Wood & White, Inc | 19,953 | $1.13M | 0.20% | −1,134−5.4% | Reduced |
| Frank, Rimerman Advisors LLC | 19,876 | $1.12M | 0.08% | +2,989+17.7% | Added |
| Danske Bank A/S | 19,800 | $1.12M | 0.00% | +7,000+54.7% | Added |
| Verus Financial Partners, Inc. | 19,323 | $1.10M | 0.11% | +3,338+20.9% | Added |
| NBT Bank N A | 19,466 | $1.10M | 0.08% | +1,900+10.8% | Added |
| Woodstock Corp | 19,394 | $1.10M | 0.10% | +2,025+11.7% | Added |
| City Holding Co | 19,287 | $1.09M | 0.14% | −237−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,155 | $1.08M | 0.01% | +2,205+13.0% | Added |
| Summit Trail Advisors, LLC | 19,097 | $1.08M | 0.02% | +3,346+21.2% | Added |
| Donaldson Capital Management, LLC | 19,003 | $1.07M | 0.04% | +818+4.5% | Added |
| MUFG Securities Americas Inc. | 18,900 | $1.07M | 0.09% | +4,031+27.1% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.07M | 0.23% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18,857 | $1.07M | 0.40% | +370+2.0% | Added |
| Glenview Trust Co | 18,839 | $1.06M | 0.02% | +7,582+67.4% | Added |
| Stock Yards Bank & Trust Co | 18,786 | $1.06M | 0.04% | −806−4.1% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.06M | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 18,693 | $1.06M | 0.02% | −37,030−66.5% | Reduced |
| Radnor Capital Management, LLC | 18,620 | $1.05M | 0.17% | +226+1.2% | Added |
| Adage Capital Partners GP, L.L.C. | 18,611 | $1.05M | 0.00% | +18,611 | New |
| Peoples Financial Services Corp. | 18,609 | $1.05M | 0.52% | −873−4.5% | Reduced |
| 44 Wealth Management LLC | 18,286 | $1.03M | 0.37% | +7,298+66.4% | Added |
| Benjamin Edwards Inc | 18,248 | $1.03M | 0.01% | +8,102+79.9% | Added |
| Warren Averett Asset Management, LLC | 18,138 | $1.03M | 0.01% | +748+4.3% | Added |
| Daymark Wealth Partners, LLC | 18,081 | $1.02M | 0.04% | −1,038−5.4% | Reduced |
| Principal Securities, Inc. | 18,004 | $1.02M | 0.02% | +2,205+14.0% | Added |
| Rbo & Co LLC | 17,976 | $1.02M | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 17,958 | $1.01M | 0.01% | +2,293+14.6% | Added |
| Elevated Capital Advisors, LLC | 18,080 | $1.01M | 0.28% | 00.0% | Unchanged |