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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 3,290 | $201.2K | 0.02% | +3,290 | New |
| Evercore Wealth Management, LLC | 3,294 | $201.5K | 0.00% | +3,294 | New |
| First Citizens Bank & Trust Co | 3,296 | $201.6K | 0.00% | +3,296 | New |
| Marotta Asset Management | 3,320 | $202.2K | 0.04% | +3,320 | New |
| Motco | 3,316 | $202.8K | 0.02% | +581+21.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,329 | $203.6K | 0.02% | −1,332−28.6% | Reduced |
| Greenup Street Wealth Management LLC | 3,333 | $203.9K | 0.03% | +3,333 | New |
| Mission Wealth Management, LP | 3,341 | $204.4K | 0.00% | +3,341 | New |
| North Point Portfolio Managers Corp | 3,350 | $204.9K | 0.03% | +3,350 | New |
| LSP Investment Advisors, LLC | 3,350 | $204.9K | 0.12% | +3,350 | New |
| Oxford Financial Group Ltd | 3,354 | $205.2K | 0.01% | +3,354 | New |
| Banco Santander, S.A. | 3,357 | $205.3K | 0.00% | −875−20.7% | Reduced |
| Bridges Investment Management Inc | 3,366 | $205.9K | 0.00% | +3,366 | New |
| Spectrum Wealth Advisory Group, LLC | 3,384 | $207.0K | 0.09% | −1,164−25.6% | Reduced |
| CVA Family Office, LLC | 3,384 | $207.0K | 0.03% | +60+1.8% | Added |
| William B. Walkup & Associates, Inc. | 3,408 | $208.5K | 0.11% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,412 | $208.7K | 0.03% | −362−9.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,415 | $208.9K | 0.01% | +3,415 | New |
| Cascades Capital Asset Management, LLC | 3,415 | $208.9K | 0.09% | +200+6.2% | Added |
| Traphagen Investment Advisors LLC | 3,432 | $210.0K | 0.02% | +3,432 | New |
| Philadelphia Trust Co | 3,425 | $210.0K | 0.01% | +3,425 | New |
| Intrust Bank NA | 3,440 | $210.4K | 0.02% | +3,440 | New |
| Commonwealth Financial Services, LLC | 3,442 | $210.5K | 0.04% | +3,442 | New |
| IFC Advisors LLC | 3,452 | $211.2K | 0.04% | −2,000−36.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,453 | $211.2K | 0.04% | +13+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 3,461 | $211.7K | 0.03% | +3,461 | New |
| Aull & Monroe Investment Management Corp | 3,468 | $212.1K | 0.11% | +3,468 | New |
| Bayforest Capital Ltd | 3,483 | $213.1K | 0.10% | +3,483 | New |
| Lanham O'Dell & Company, Inc. | 3,485 | $213.2K | 0.07% | +3,485 | New |
| First National Bank of Hutchinson | 3,498 | $214.0K | 0.11% | +3,498 | New |
| Viking Fund Management LLC | 3,500 | $214.1K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,504 | $214.3K | 0.02% | +3,504 | New |
| West Family Investments, Inc. | 3,528 | $215.8K | 0.05% | +3,528 | New |
| Visionary Wealth Advisors | 3,529 | $215.9K | 0.01% | +3,529 | New |
| MTM Investment Management, LLC | 3,540 | $216.5K | 0.07% | 00.0% | Unchanged |
| David J Yvars Group | 3,540 | $216.6K | 0.12% | +3,540 | New |
| MBA Advisors LLC | 3,544 | $216.8K | 0.09% | −26−0.7% | Reduced |
| Versant Capital Management, Inc | 3,548 | $217.0K | 0.03% | −1,439−28.9% | Reduced |
| Sandbox Financial Partners, LLC | 3,579 | $218.9K | 0.06% | −67−1.8% | Reduced |
| Morris Financial Concepts, Inc. | 3,584 | $219.2K | 0.08% | +3,584 | New |
| Widmann Financial Services, Inc. | 3,591 | $219.7K | 0.14% | −100−2.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,600 | $220.2K | 0.02% | +3,600 | New |
| Fort Washington Investment Advisors Inc | 3,626 | $221.8K | 0.00% | −1,137−23.9% | Reduced |
| Searle & Co. | 3,631 | $222.1K | 0.06% | −306−7.8% | Reduced |
| Howard Capital Management Group, LLC | 3,635 | $222.4K | 0.01% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,639 | $222.6K | 0.09% | +3,639 | New |
| Naples Global Advisors, LLC | 3,644 | $222.9K | 0.02% | +3,644 | New |
| Virtus ETF Advisers LLC | 3,645 | $223.0K | 0.12% | −605−14.2% | Reduced |
| Farmers National Bank | 3,650 | $223.3K | 0.05% | −80−2.1% | Reduced |
| M.E. Allison & Co., Inc. | 3,672 | $224.6K | 0.16% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 3,680 | $225.1K | 0.08% | +3,680 | New |
| Hunter Associates Investment Management LLC | 3,701 | $226.0K | 0.03% | +6+0.2% | Added |
| Old Port Advisors | 3,708 | $226.8K | 0.06% | −564−13.2% | Reduced |
| Tranquility Partners, LLC | 3,710 | $226.9K | 0.08% | −246−6.2% | Reduced |
| Advyzon Investment Management, LLC | 3,742 | $228.9K | 0.04% | +3,742 | New |
| Drive Wealth Management, LLC | 3,758 | $229.9K | 0.05% | +162+4.5% | Added |
| Nabity-Jensen Investment Management Inc | 3,766 | $230.4K | 0.16% | −575−13.2% | Reduced |
| Hall Capital Management Co Inc | 3,773 | $230.8K | 0.09% | −315−7.7% | Reduced |
| Sapient Capital LLC | 3,800 | $231.5K | 0.00% | −4−0.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,790 | $231.8K | 0.16% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,814 | $233.3K | 0.03% | −213−5.3% | Reduced |
| Bank & Trust Co | 3,823 | $233.9K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,837 | $234.7K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,844 | $235.0K | 0.14% | −146−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,847 | $235.3K | 0.01% | +3,847 | New |
| MSH Capital Advisors LLC | 3,855 | $235.8K | 0.06% | −375−8.9% | Reduced |
| Boston Family Office LLC | 3,850 | $236.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,870 | $236.7K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,904 | $238.8K | 0.03% | +47+1.2% | Added |
| Armor Investment Advisors, LLC | 3,914 | $239.4K | 0.08% | +101+2.6% | Added |
| Bank of New Hampshire | 3,920 | $239.8K | 0.06% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,927 | $240.2K | 0.06% | −75−1.9% | Reduced |
| Somerset Trust Co | 3,936 | $240.8K | 0.07% | +32+0.8% | Added |
| Ballast, Inc. | 3,938 | $240.9K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,961 | $242.3K | 0.02% | −500−11.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,965 | $242.5K | 0.03% | +3,121+369.8% | Added |
| Tompkins Financial Corp | 3,970 | $242.8K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 3,980 | $243.5K | 0.13% | −8−0.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,987 | $243.9K | 0.02% | +3,987 | New |
| Alteri Wealth LLC | 3,990 | $244.1K | 0.08% | +3,990 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,000 | $244.7K | 0.17% | +4,000 | New |
| L2 Asset Management, LLC | 4,006 | $245.0K | 0.04% | +186+4.9% | Added |
| MKT Advisors LLC | 4,028 | $245.3K | 0.09% | −400−9.0% | Reduced |
| Ifrah Financial Services, Inc. | 4,052 | $247.9K | 0.06% | −16−0.4% | Reduced |
| Sharp Financial Services, LLC | 4,054 | $248.0K | 0.13% | −6,525−61.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,056 | $248.1K | 0.12% | +312+8.3% | Added |
| Sowell Financial Services LLC | 4,058 | $248.2K | 0.01% | −1,072−20.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $248.3K | 0.14% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 4,060 | $248.3K | 0.13% | −1,020−20.1% | Reduced |
| King Luther Capital Management Corp | 4,070 | $249.0K | 0.00% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 4,070 | $249.0K | 0.06% | +120+3.0% | Added |
| Boltwood Capital Management | 4,105 | $251.1K | 0.07% | −10−0.2% | Reduced |
| Private Trust Co NA | 4,112 | $251.5K | 0.02% | −779−15.9% | Reduced |
| Nadler Financial Group, Inc. | 4,132 | $252.8K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,134 | $252.9K | 0.13% | +86+2.1% | Added |
| Patton Fund Management, Inc. | 4,160 | $254.5K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,167 | $254.9K | 0.01% | +4,167 | New |
| First United Bank Trust | 4,183 | $255.9K | 0.08% | −205−4.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,185 | $256.0K | 0.12% | +4,185 | New |
| Howard Bailey Securities, LLC | 4,187 | $256.1K | 0.07% | 00.0% | Unchanged |