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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 7,045 | $398.2K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 7,033 | $397.5K | 0.34% | −114−1.6% | Reduced |
| Colonial Trust Co | 7,011 | $396.3K | 0.06% | −240−3.3% | Reduced |
| Stokes Family Office, LLC | 7,002 | $395.8K | 0.04% | 00.0% | Unchanged |
| West Tower Group, LLC | 7,000 | $395.6K | 0.86% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,961 | $393.4K | 0.04% | −350−4.8% | Reduced |
| Parsons Capital Management Inc | 6,939 | $392.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,915 | $390.9K | 0.04% | −461−6.3% | Reduced |
| BLB&B Advisors, LLC | 6,903 | $390.2K | 0.02% | −100−1.4% | Reduced |
| Mystic Asset Management, Inc. | 6,897 | $389.8K | 0.09% | +645+10.3% | Added |
| Nilsine Partners, LLC | 6,851 | $387.2K | 0.04% | −6,361−48.1% | Reduced |
| Sunbelt Securities, Inc. | 7,110 | $382.9K | 0.03% | +310+4.6% | Added |
| Register Financial Advisors LLC | 6,760 | $382.1K | 0.17% | +2,409+55.4% | Added |
| Archetype Wealth Partners | 6,721 | $380.0K | 0.05% | +587+9.6% | Added |
| Fiduciary Alliance LLC | 6,723 | $380.0K | 0.03% | +1,639+32.2% | Added |
| Blue Rock Wealth Management LLC | 6,629 | $375.9K | 0.26% | 00.0% | Unchanged |
| United Bank | 6,643 | $375.5K | 0.04% | −46−0.7% | Reduced |
| Cobblestone Asset Management LLC | 6,620 | $374.2K | 0.20% | +206+3.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,625 | $374.0K | 0.29% | −375−5.4% | Reduced |
| Cresset Asset Management, LLC | 6,617 | $374.0K | 0.00% | −12,005−64.5% | Reduced |
| Hudock, Inc. | 6,608 | $373.5K | 0.06% | +5+0.1% | Added |
| Abacus Planning Group, Inc. | 6,574 | $371.5K | 0.06% | −301−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,573 | $371.5K | 0.02% | −12,534−65.6% | Reduced |
| Harbour Investments, Inc. | 6,559 | $370.7K | 0.01% | −90−1.4% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,542 | $369.8K | 0.36% | +113+1.8% | Added |
| Alpha Family Trust | 6,540 | $369.6K | 0.18% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,504 | $367.6K | 0.11% | +71+1.1% | Added |
| Headinvest, LLC | 6,477 | $366.1K | 0.08% | −1,670−20.5% | Reduced |
| Capital Analysts, LLC | 6,478 | $366.0K | 0.01% | 00.0% | Unchanged |
| OLIO Financial Planning | 6,464 | $365.4K | 0.12% | +603+10.3% | Added |
| St Germain D J Co Inc | 6,442 | $364.1K | 0.02% | +1,333+26.1% | Added |
| Miracle Mile Advisors, LLC | 6,442 | $364.1K | 0.01% | +1,200+22.9% | Added |
| Thrive Capital Management, LLC | 6,420 | $362.9K | 0.11% | +7+0.1% | Added |
| Busey Wealth Management | 6,419 | $362.8K | 0.01% | −243−3.6% | Reduced |
| Smith Group Asset Management, LLC | 6,400 | $361.7K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 6,331 | $357.8K | 0.13% | +283+4.7% | Added |
| Montag A & Associates Inc | 6,316 | $357.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 6,260 | $353.8K | 0.05% | −1,480−19.1% | Reduced |
| Evermay Wealth Management LLC | 6,238 | $352.6K | 0.04% | −1,180−15.9% | Reduced |
| Private Client Services, LLC | 6,234 | $352.4K | 0.14% | +188+3.1% | Added |
| Chiron Capital Management, LLC | 6,198 | $350.3K | 0.30% | −600−8.8% | Reduced |
| Sax Wealth Advisors, LLC | 6,166 | $348.5K | 0.02% | +2,074+50.7% | Added |
| Evoke Wealth, LLC | 6,147 | $347.4K | 0.01% | +1,829+42.4% | Added |
| Walker Asset Management, LLC | 6,077 | $343.5K | 0.20% | −10.0% | Reduced |
| Clarius Group, LLC | 6,072 | $343.2K | 0.02% | −276−4.3% | Reduced |
| Curat Global, LLC | 6,065 | $342.8K | 0.33% | 00.0% | Unchanged |
| Cypress Capital Group | 6,015 | $340.0K | 0.04% | −360−5.6% | Reduced |
| Edgestream Partners, L.P. | 6,013 | $339.9K | 0.01% | +6,013 | New |
| United Advisor Group, LLC | 6,012 | $339.8K | 0.06% | +355+6.3% | Added |
| Hummer Financial Advisory Services Inc | 6,001 | $339.2K | 0.25% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,000 | $339.1K | 0.11% | +14+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $337.7K | 0.06% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 5,970 | $337.4K | 0.08% | +9+0.2% | Added |
| Cullen Capital Management LLC | 5,936 | $335.5K | 0.00% | −943−13.7% | Reduced |
| Transcend Wealth Collective, LLC | 5,912 | $334.2K | 0.03% | +5,912 | New |
| Optas, LLC | 5,908 | $333.9K | 0.06% | +5,908 | New |
| SBI Securities Co., Ltd. | 5,882 | $332.5K | 0.01% | +295+5.3% | Added |
| CX Institutional | 5,879 | $332.0K | 0.01% | −65−1.1% | Reduced |
| Aviance Capital Partners, LLC | 5,868 | $331.7K | 0.04% | +231+4.1% | Added |
| Dynamic Advisor Solutions LLC | 5,856 | $331.0K | 0.01% | −166−2.8% | Reduced |
| Johnson Investment Counsel Inc | 5,840 | $330.1K | 0.00% | −1,189−16.9% | Reduced |
| Northwest Bancshares, Inc. | 5,829 | $329.5K | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,824 | $329.1K | 0.15% | −113−1.9% | Reduced |
| Evergreen Capital Management LLC | 5,818 | $328.8K | 0.01% | +81+1.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,817 | $328.8K | 0.10% | −4,844−45.4% | Reduced |
| Salem Investment Counselors Inc | 5,817 | $328.8K | 0.01% | −150−2.5% | Reduced |
| Aspiriant, LLC | 5,794 | $327.5K | 0.01% | −17−0.3% | Reduced |
| Capital Management Corp | 5,789 | $327.2K | 0.06% | −447−7.2% | Reduced |
| Fruth Investment Management | 5,799 | $327.0K | 0.09% | −226−3.8% | Reduced |
| Smithfield Trust Co | 5,800 | $327.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,835 | $326.0K | 0.03% | −640−9.9% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $325.7K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 5,754 | $325.2K | 0.02% | −498−8.0% | Reduced |
| denkapparat Operations GmbH | 5,696 | $321.9K | 0.26% | −2,056−26.5% | Reduced |
| Triad Wealth Partners, LLC | 5,686 | $321.4K | 0.06% | +656+13.0% | Added |
| Adirondack Trust Co | 5,672 | $320.6K | 0.12% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 5,670 | $320.5K | 0.31% | −130−2.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,657 | $319.7K | 0.02% | +57+1.0% | Added |
| Fragasso Group Inc. | 5,649 | $319.3K | 0.02% | −246−4.2% | Reduced |
| Thompson Davis & Co., Inc. | 5,628 | $318.1K | 0.22% | −234−4.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,600 | $316.5K | 0.02% | −60−1.1% | Reduced |
| Sequent Planning LLC | 5,597 | $316.3K | 0.10% | +5,597 | New |
| Northstar Advisory Group, LLC | 5,557 | $314.1K | 0.15% | −180−3.1% | Reduced |
| Formidable Asset Management, LLC | 5,587 | $313.3K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,512 | $311.6K | 0.02% | +17+0.3% | Added |
| NDWM LLC | 5,500 | $310.9K | 0.23% | +5,500 | New |
| Howard Capital Management Inc. | 5,479 | $309.7K | 0.00% | +533+10.8% | Added |
| IFC Advisors LLC | 5,452 | $308.1K | 0.06% | −144−2.6% | Reduced |
| Hartford Financial Management Inc. | 5,435 | $307.2K | 0.08% | −26,000−82.7% | Reduced |
| Journey Strategic Wealth LLC | 5,385 | $304.4K | 0.01% | +1,644+43.9% | Added |
| SFMG, LLC | 5,350 | $302.4K | 0.02% | −13−0.2% | Reduced |
| Blue Fin Capital, Inc. | 5,292 | $299.1K | 0.05% | −11−0.2% | Reduced |
| Berger Financial Group, Inc | 5,266 | $297.6K | 0.02% | +24+0.5% | Added |
| First Command Advisory Services, Inc. | 5,183 | $292.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,176 | $292.5K | 0.00% | +169+3.4% | Added |
| Bullock Wealth Management Group | 5,069 | $292.2K | 0.15% | −118−2.3% | Reduced |
| Sowell Financial Services LLC | 5,130 | $289.9K | 0.01% | −465−8.3% | Reduced |
| Manske Wealth Management | 5,122 | $289.5K | 0.10% | +4+0.1% | Added |
| Compass Ion Advisors, LLC | 5,112 | $288.9K | 0.03% | −9−0.2% | Reduced |
| Campion Asset Management LLC | 5,101 | $288.3K | 0.22% | −200−3.8% | Reduced |