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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,385 | $530.4K | 0.01% | −61,103−86.7% | Reduced |
| Parallel Advisors, LLC | 9,333 | $527.5K | 0.01% | −685−6.8% | Reduced |
| Two Sigma Advisers, LP | 9,300 | $525.6K | 0.00% | −194,000−95.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,278 | $524.4K | 0.02% | +361+4.0% | Added |
| Wedbush Securities Inc | 9,229 | $522.0K | 0.02% | −3,550−27.8% | Reduced |
| Chapman Financial Group, LLC | 9,210 | $520.5K | 0.44% | +9,210 | New |
| Hughes Financial Services, LLC | 8,536 | $520.4K | 0.09% | +274+3.3% | Added |
| Heritage Trust Co | 9,198 | $519.9K | 0.06% | −1,003−9.8% | Reduced |
| Pensionmark Financial Group, LLC | 9,154 | $517.4K | 0.01% | −7,830−46.1% | Reduced |
| Atomi Financial Group, Inc. | 9,124 | $515.7K | 0.02% | +89+1.0% | Added |
| HM Payson & Co | 9,112 | $515.0K | 0.01% | −229−2.5% | Reduced |
| Institute for Wealth Management, LLC. | 9,100 | $514.3K | 0.06% | +4,970+120.3% | Added |
| Smith, Moore & Co. | 9,090 | $513.8K | 0.04% | −203−2.2% | Reduced |
| Strategic Blueprint, LLC | 9,054 | $511.7K | 0.03% | +1,066+13.3% | Added |
| Armstrong Advisory Group, Inc | 9,014 | $509.5K | 0.04% | −1,315−12.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 9,007 | $509.1K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9,002 | $508.8K | 0.36% | +244+2.8% | Added |
| AlphaStar Capital Management, LLC | 8,973 | $507.2K | 0.04% | −3,264−26.7% | Reduced |
| MEMBERS Trust Co | 8,947 | $505.7K | 0.02% | −4,191−31.9% | Reduced |
| Maridea Wealth Management LLC | 8,940 | $505.3K | 0.13% | +183+2.1% | Added |
| Catalyst Financial Partners LLC | 8,927 | $504.6K | 0.06% | +1,294+17.0% | Added |
| Mutual Advisors, LLC | 8,558 | $502.8K | 0.01% | +315+3.8% | Added |
| Voleon Capital Management LP | 8,861 | $500.8K | 0.03% | +1,896+27.2% | Added |
| LifeWealth Investments, LLC | 8,844 | $499.8K | 0.09% | +933+11.8% | Added |
| Premier Path Wealth Partners, LLC | 8,782 | $496.3K | 0.07% | −5−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,770 | $495.7K | 0.01% | −6,511−42.6% | Reduced |
| Nations Financial Group Inc, | 8,757 | $495.0K | 0.03% | +111+1.3% | Added |
| Rowland & Co Investment Counsel | 8,740 | $494.0K | 0.10% | −70−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 8,719 | $492.8K | 0.01% | −245−2.7% | Reduced |
| Monograph Wealth Advisors, LLC | 8,702 | $491.8K | 0.06% | +8,702 | New |
| HBK Sorce Advisory LLC | 8,687 | $491.0K | 0.01% | −463−5.1% | Reduced |
| Armis Advisers, LLC | 8,546 | $490.5K | 0.04% | +8,546 | New |
| Houlihan Financial Resource Group, Ltd. | 8,635 | $490.0K | 0.20% | +8+0.1% | Added |
| Bay Rivers Group | 8,629 | $487.7K | 0.22% | −19,326−69.1% | Reduced |
| Hardin Capital Partners, LLC | 8,459 | $487.7K | 0.29% | −292−3.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,605 | $486.4K | 0.06% | +96+1.1% | Added |
| Pointe Capital Management LLC | 8,600 | $486.1K | 0.25% | −100−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 8,558 | $483.7K | 0.05% | +490+6.1% | Added |
| Citizens Financial Group Inc | 8,556 | $483.6K | 0.01% | +2,113+32.8% | Added |
| Wedmont Private Capital | 8,437 | $482.1K | 0.02% | +2,660+46.0% | Added |
| SS&H Financial Advisors, Inc. | 8,493 | $480.0K | 0.16% | −100−1.2% | Reduced |
| Commonwealth Retirement Investments LLC | 8,475 | $479.0K | 0.18% | +10+0.1% | Added |
| Richard W. Paul & Associates, LLC | 8,472 | $478.8K | 0.17% | +48+0.6% | Added |
| First Bank & Trust | 8,461 | $478.2K | 0.09% | −6,211−42.3% | Reduced |
| Burney Co | 8,460 | $478.2K | 0.02% | −196−2.3% | Reduced |
| National Asset Management, Inc. | 8,415 | $475.6K | 0.02% | −46,828−84.8% | Reduced |
| United Asset Strategies, Inc. | 8,392 | $474.3K | 0.04% | −644−7.1% | Reduced |
| Crestwood Advisors Group LLC | 8,294 | $468.8K | 0.01% | +422+5.4% | Added |
| Cigna Investments Inc | 8,280 | $468.0K | 0.08% | −93−1.1% | Reduced |
| We Are One Seven, LLC | 8,278 | $467.9K | 0.02% | +120+1.5% | Added |
| Kentucky Trust Co | 8,265 | $467.1K | 0.27% | −200−2.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,158 | $461.1K | 0.12% | +148+1.8% | Added |
| Kidder Stephen W | 8,157 | $461.0K | 0.14% | 00.0% | Unchanged |
| Outfitter Financial LLC | 8,130 | $459.5K | 0.39% | −20−0.2% | Reduced |
| Manchester Capital Management LLC | 8,086 | $457.0K | 0.06% | +466+6.1% | Added |
| Perigon Wealth Management, LLC | 8,079 | $456.6K | 0.01% | +1,917+31.1% | Added |
| Farmers Trust Co | 8,076 | $456.5K | 0.09% | −617−7.1% | Reduced |
| Empire Financial Management Company, LLC | 8,054 | $455.2K | 0.13% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 8,051 | $455.0K | 0.26% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,049 | $454.9K | 0.01% | −136−1.7% | Reduced |
| Bessemer Group Inc | 8,017 | $453.0K | 0.00% | −1,377−14.7% | Reduced |
| Graver Capital Management, LLC | 8,000 | $452.2K | 0.40% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,009 | $452.0K | 0.14% | +8,009 | New |
| Apella Capital, LLC | 7,961 | $449.3K | 0.01% | −425−5.1% | Reduced |
| Shell Asset Management Co | 7,830 | $443.0K | 0.02% | +3,127+66.5% | Added |
| ICW Investment Advisors LLC | 7,835 | $442.8K | 0.17% | +158+2.1% | Added |
| Summit Financial, LLC | 7,819 | $441.9K | 0.01% | +3,898+99.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $441.2K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,804 | $441.1K | 0.01% | +28+0.4% | Added |
| Quotient Wealth Partners, LLC | 7,795 | $440.6K | 0.01% | +184+2.4% | Added |
| 1st Source Bank | 7,783 | $439.9K | 0.02% | −73−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 7,782 | $439.9K | 0.02% | +778+11.1% | Added |
| RVW Wealth, LLC | 7,725 | $436.6K | 0.04% | −90−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 7,722 | $436.4K | 0.03% | +4+0.1% | Added |
| Total Wealth Planning & Management, Inc. | 7,721 | $436.4K | 0.38% | +184+2.4% | Added |
| Harmony Asset Management LLC | 7,705 | $435.5K | 0.16% | +5+0.1% | Added |
| Beech Hill Advisors, Inc. | 7,700 | $435.2K | 0.20% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,675 | $433.8K | 0.19% | +3,975+107.4% | Added |
| Guardian Wealth Advisors, LLC | 7,671 | $433.6K | 0.03% | +134+1.8% | Added |
| Signature Estate & Investment Advisors LLC | 7,659 | $432.9K | 0.01% | +387+5.3% | Added |
| Triangle Securities Wealth Management | 7,629 | $431.2K | 0.11% | −2,954−27.9% | Reduced |
| Koshinski Asset Management, Inc. | 7,613 | $430.3K | 0.03% | +217+2.9% | Added |
| Welch Group, LLC | 7,597 | $429.4K | 0.02% | +236+3.2% | Added |
| Linscomb & Williams, Inc. | 7,595 | $429.3K | 0.02% | −3,274−30.1% | Reduced |
| Fiduciary Group LLC | 7,592 | $429.1K | 0.04% | −121−1.6% | Reduced |
| Wealth Quarterback LLC | 7,585 | $428.7K | 0.20% | +1,626+27.3% | Added |
| Jaffetilchin Investment Partners, LLC | 7,582 | $428.5K | 0.03% | −658−8.0% | Reduced |
| Kovack Advisors, Inc. | 7,510 | $424.4K | 0.04% | −2,286−23.3% | Reduced |
| Sar Wealth Management Group, LLC | 7,490 | $423.3K | 0.26% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7,444 | $421.0K | 0.01% | +433+6.2% | Added |
| Investors Asset Management of Georgia Inc | 7,432 | $420.1K | 0.19% | +7,432 | New |
| Cidel Asset Management Inc | 7,413 | $419.0K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,410 | $418.8K | 0.00% | −392−5.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 7,404 | $418.5K | 0.35% | +7,404 | New |
| Walleye Capital LLC | 7,353 | $415.6K | 0.00% | −5,965−44.8% | Reduced |
| JBR Co Financial Management Inc | 7,332 | $414.4K | 0.20% | −343−4.5% | Reduced |
| Investors Research Corp | 7,282 | $411.6K | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,210 | $407.5K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,106 | $401.6K | 0.01% | +2,630+58.8% | Added |
| 49 Wealth Management, LLC | 7,061 | $399.1K | 0.04% | +1,203+20.5% | Added |