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, Q3 2025
Institutional positions in Dominion Energy, Inc as of Sep 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
- 1,412
- +84 vs. Q2 2025
- Shares held
- 697.3M
- +12.3M (+1.8%) vs. Q2 2025
- Total value
- $42.6B
- +$3.94B (+10.2%) vs. Q2 2025
- New holders
- 170
- 578 more added
- Sold out
- 86
- 434 more reduced
23 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $12.2K | 0.00% | +200 | New |
| Acima Private Wealth, LLC | 213 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $13.1K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 216 | $13.2K | 0.01% | +1+0.5% | Added |
| Creative Financial Designs Inc | 217 | $13.3K | 0.00% | −165−43.2% | Reduced |
| True Wealth Design, LLC | 218 | $13.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 218 | $13.3K | 0.00% | +1+0.5% | Added |
| Winch Advisory Services, LLC | 219 | $13.4K | 0.00% | +1+0.5% | Added |
| McIlrath & Eck, LLC | 230 | $14.1K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 235 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $14.7K | 0.00% | −140−36.8% | Reduced |
| Legacy Bridge, LLC | 245 | $15.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 259 | $15.8K | 0.00% | +100+62.9% | Added |
| Morse Asset Management, Inc | 260 | $15.9K | 0.00% | +60+30.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 270 | $16.0K | 0.00% | +8+3.1% | Added |
| BankPlus Trust Department | 268 | $16.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $16.5K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 273 | $16.7K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $17.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 281 | $17.2K | 0.00% | +1+0.4% | Added |
| Boreal Capital Management LLC | 290 | $17.7K | 0.01% | +100+52.6% | Added |
| Westfuller Advisors, LLC | 292 | $17.9K | 0.01% | +292 | New |
| Costello Asset Management, INC | 300 | $18.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 301 | $18.4K | 0.00% | +301 | New |
| Quest 10 Wealth Builders, Inc. | 304 | $18.6K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 304 | $18.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 310 | $19.0K | 0.00% | +310 | New |
| Gables Capital Management Inc. | 320 | $19.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 324 | $19.8K | 0.00% | +319+6,380.0% | Added |
| Team Financial Group, LLC | 334 | $20.5K | 0.01% | +3+0.9% | Added |
| Sit Investment Associates Inc | 349 | $21.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 350 | $21.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 360 | $22.0K | 0.01% | +100+38.5% | Added |
| Meeder Asset Management Inc | 364 | $22.3K | 0.00% | +363+36,300.0% | Added |
| Bare Financial Services, Inc | 371 | $22.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 382 | $23.4K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 396 | $24.2K | 0.02% | +5+1.3% | Added |
| Missouri Trust & Investment Co | 425 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 425 | $26.0K | 0.03% | +7+1.7% | Added |
| Access Investment Management LLC | 425 | $26.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 426 | $26.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 426 | $26.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 427 | $26.1K | 0.00% | +161+60.5% | Added |
| CoreFirst Bank & Trust | 445 | $27.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 457 | $28.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 457 | $28.0K | 0.02% | −64−12.3% | Reduced |
| United Community Bank | 474 | $29.0K | 0.01% | +474 | New |
| Monetary Management Group Inc | 479 | $29.3K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 484 | $29.6K | 0.01% | +484 | New |
| Plante Moran Financial Advisors, LLC | 490 | $30.0K | 0.00% | +172+54.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 490 | $30.0K | 0.00% | −67−12.0% | Reduced |
| Old Second National Bank of Aurora | 500 | $30.6K | 0.01% | −87−14.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $30.6K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 506 | $30.9K | 0.01% | +6+1.2% | Added |
| Roble, Belko & Company, Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 514 | $31.0K | 0.00% | +514 | New |
| N.E.W. Advisory Services LLC | 509 | $31.1K | 0.00% | +6+1.2% | Added |
| Gen-Wealth Partners Inc | 541 | $33.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 552 | $33.7K | 0.01% | +15+2.8% | Added |
| New England Capital Financial Advisors LLC | 553 | $33.8K | 0.01% | +88+18.9% | Added |
| Strategic Investment Solutions, Inc. | 555 | $34.0K | 0.01% | +5+0.9% | Added |
| Boyd Watterson Asset Management LLC | 557 | $34.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 562 | $34.4K | 0.00% | +136+31.9% | Added |
| CBIZ Investment Advisory Services, LLC | 563 | $34.4K | 0.00% | +39+7.4% | Added |
| Creekmur Asset Management LLC | 571 | $34.9K | 0.01% | +146+34.4% | Added |
| DAGCO, Inc. | 582 | $35.6K | 0.01% | +22+3.9% | Added |
| Navigoe, LLC | 589 | $36.0K | 0.02% | +39+7.1% | Added |
| Pillar Financial Advisors, LLC | 600 | $36.7K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 600 | $36.7K | 0.01% | +600 | New |
| Center for Financial Planning, Inc. | 641 | $39.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 656 | $40.1K | 0.00% | +43+7.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 658 | $40.3K | 0.00% | +108+19.6% | Added |
| Capital Advisors, Ltd. LLC | 666 | $41.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 681 | $41.7K | 0.01% | +342+100.9% | Added |
| Sachetta, LLC | 689 | $42.1K | 0.02% | −454−39.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 718 | $43.9K | 0.03% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 724 | $44.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 728 | $44.3K | 0.01% | +259+55.2% | Added |
| Corsicana & Co. | 725 | $44.3K | 0.02% | +725 | New |
| Turning Point Benefit Group, Inc. | 732 | $44.6K | 0.03% | +732 | New |
| Atlantic Trust, LLC | 729 | $44.6K | 0.01% | −47−6.1% | Reduced |
| Kimelman & Baird, LLC | 730 | $44.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 756 | $46.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 757 | $46.3K | 0.01% | +2+0.3% | Added |
| Flagship Wealth Advisors, LLC | 760 | $46.5K | 0.02% | +400+111.1% | Added |
| Atlantic Private Wealth, LLC | 800 | $48.9K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 846 | $51.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 860 | $52.0K | 0.01% | +214+33.1% | Added |
| Byrne Asset Management LLC | 875 | $53.5K | 0.03% | −75−7.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 887 | $54.0K | 0.00% | +887 | New |
| Quest Partners LLC | 886 | $54.2K | 0.00% | +450+103.2% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $55.1K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $55.1K | 0.02% | +1+0.1% | Added |
| SWAN Capital LLC | 922 | $56.4K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 959 | $58.7K | 0.00% | +959 | New |
| Gleason Group, Inc. | 971 | $59.4K | 0.01% | +11+1.1% | Added |