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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 4,202 | $257.0K | 0.08% | −33−0.8% | Reduced |
| Soltis Investment Advisors LLC | 4,204 | $257.2K | 0.02% | +4,204 | New |
| Intrua Financial, LLC | 4,220 | $258.2K | 0.03% | −422−9.1% | Reduced |
| Volterra Technologies LP | 4,245 | $259.7K | 0.17% | +4,245 | New |
| NorthCrest Asset Manangement, LLC | 4,267 | $259.8K | 0.01% | +4,267 | New |
| Novak & Powell Financial Services, Inc. | 4,249 | $259.9K | 0.14% | −39−0.9% | Reduced |
| Reliant Investment Partners, LLC | 4,234 | $260.5K | 0.20% | −49−1.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,266 | $261.0K | 0.02% | +421+10.9% | Added |
| Pinnacle West Asset Management, Inc. | 4,270 | $261.0K | 0.17% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,274 | $261.4K | 0.10% | −53−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,283 | $262.0K | 0.01% | +310+7.8% | Added |
| Herold Advisors, Inc. | 4,300 | $263.0K | 0.06% | −460−9.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,302 | $263.1K | 0.02% | +4,302 | New |
| Fisher Asset Management, LLC | 4,301 | $263.2K | 0.00% | +4,301 | New |
| Arvest Bank Trust Division | 4,302 | $263.2K | 0.01% | +4,302 | New |
| Cahaba Wealth Management, Inc. | 4,310 | $263.6K | 0.02% | +43+1.0% | Added |
| Jarislowsky, Fraser Ltd | 4,336 | $265.2K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 4,345 | $265.8K | 0.01% | −33−0.8% | Reduced |
| Clarius Group, LLC | 4,353 | $266.3K | 0.02% | −1,719−28.3% | Reduced |
| Massmutual Trust Co FSB | 4,363 | $266.9K | 0.01% | −349−7.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,365 | $267.0K | 0.08% | +21+0.5% | Added |
| Chesapeake Wealth Management | 4,386 | $268.3K | 0.08% | −15−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 4,446 | $272.0K | 0.03% | +4,446 | New |
| Ridgewood Investments LLC | 4,454 | $272.5K | 0.11% | −98−2.2% | Reduced |
| Alta Advisers Ltd | 4,461 | $272.9K | 0.08% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,461 | $272.9K | 0.12% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,471 | $273.5K | 0.02% | +518+13.1% | Added |
| Eagle Strategies LLC | 4,472 | $273.6K | 0.04% | +693+18.3% | Added |
| SOL Capital Management CO | 4,480 | $274.0K | 0.02% | +4,480 | New |
| Paradigm Capital Management, LLC | 4,475 | $274.0K | 0.27% | +4,475 | New |
| Second Half Financial Partners, LLC | 4,480 | $274.0K | 0.12% | −20.0% | Reduced |
| NorthStar Asset Management LLC | 4,495 | $275.0K | 0.13% | +312+7.5% | Added |
| Altrius Capital Management Inc | 4,507 | $275.7K | 0.06% | +4,507 | New |
| Sivia Capital Partners, LLC | 4,515 | $276.2K | 0.08% | −480−9.6% | Reduced |
| Camden National Bank | 4,532 | $277.2K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 4,563 | $279.1K | 0.02% | +552+13.8% | Added |
| Kinloch Capital, LLC | 4,577 | $280.0K | 0.12% | −165−3.5% | Reduced |
| Rehmann Capital Advisory Group | 4,579 | $280.1K | 0.02% | +38+0.8% | Added |
| Checchi Capital Advisers, LLC | 4,590 | $280.8K | 0.02% | −371−7.5% | Reduced |
| Pines Wealth Management, LLC | 4,593 | $281.0K | 0.09% | +637+16.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $281.4K | 0.00% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,618 | $282.5K | 0.16% | +35+0.8% | Added |
| First Eagle Investment Management, LLC | 4,622 | $282.7K | 0.00% | +36+0.8% | Added |
| Clare Market Investments LLC | 4,639 | $283.8K | 0.06% | +21+0.5% | Added |
| Violich Capital Management, Inc. | 4,655 | $284.7K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,674 | $285.9K | 0.02% | +149+3.3% | Added |
| Alpha Cubed Investments, LLC | 4,687 | $286.7K | 0.01% | −111−2.3% | Reduced |
| David Loasby | 4,714 | $286.9K | 0.02% | +99+2.1% | Added |
| Canton Hathaway, LLC | 4,700 | $287.0K | 0.06% | +3,800+422.2% | Added |
| Shelton Capital Management | 4,701 | $287.6K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 4,701 | $287.6K | 0.11% | +4,701 | New |
| Penobscot Investment Management Company, Inc. | 4,725 | $289.0K | 0.02% | +1,000+26.8% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $289.3K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,769 | $291.7K | 0.02% | +4,079+591.2% | Added |
| Whittier Trust Co | 4,755 | $292.6K | 0.00% | −97−2.0% | Reduced |
| Diversified Trust Co | 4,792 | $293.1K | 0.01% | +477+11.1% | Added |
| Wolverine Asset Management LLC | 4,799 | $293.6K | 0.00% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 4,825 | $295.1K | 0.29% | +4,825 | New |
| Continuum Advisory, LLC | 4,829 | $295.4K | 0.03% | +566+13.3% | Added |
| Dividend Assets Capital, LLC | 4,842 | $296.2K | 0.05% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,849 | $296.6K | 0.21% | −252−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,877 | $298.3K | 0.01% | +4,877 | New |
| ZWJ Investment Counsel Inc | 4,897 | $299.5K | 0.01% | +97+2.0% | Added |
| Greatmark Investment Partners, Inc. | 4,900 | $299.7K | 0.04% | +350+7.7% | Added |
| Ritholtz Wealth Management | 4,906 | $300.1K | 0.01% | +724+17.3% | Added |
| Engineers Gate Manager LP | 4,949 | $302.7K | 0.00% | +4,949 | New |
| Sheets Smith Wealth Management | 4,953 | $303.0K | 0.03% | −123−2.4% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $304.2K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 4,986 | $305.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 4,986 | $305.0K | 0.03% | +447+9.8% | Added |
| AdvisorNet Financial, Inc | 4,987 | $305.1K | 0.02% | +229+4.8% | Added |
| Independent Financial Group, LLC | 4,995 | $305.6K | 0.01% | +257+5.4% | Added |
| Longview Financial Advisors, Inc. | 4,996 | $305.6K | 0.22% | 00.0% | Unchanged |
| one8zero8, LLC | 5,009 | $306.4K | 0.07% | +934+22.9% | Added |
| Bullock Wealth Management Group | 5,087 | $309.8K | 0.15% | +18+0.4% | Added |
| Chicago Partners Investment Group LLC | 5,197 | $309.8K | 0.01% | +290+5.9% | Added |
| Boston Private Wealth LLC | 5,090 | $311.4K | 0.02% | +421+9.0% | Added |
| Everhart Financial Group, Inc. | 5,117 | $313.0K | 0.03% | +5,117 | New |
| Manske Wealth Management | 5,126 | $313.5K | 0.10% | +4+0.1% | Added |
| Compass Ion Advisors, LLC | 5,127 | $313.6K | 0.03% | +15+0.3% | Added |
| HF Advisory Group, LLC | 5,129 | $313.7K | 0.12% | +42+0.8% | Added |
| Allegheny Financial Group LTD | 5,143 | $314.6K | 0.06% | +5,143 | New |
| Two Sigma Securities, LLC | 5,164 | $315.9K | 0.05% | +5,164 | New |
| Blue Fin Capital, Inc. | 5,208 | $318.6K | 0.05% | −84−1.6% | Reduced |
| Fruth Investment Management | 5,228 | $319.0K | 0.09% | −571−9.8% | Reduced |
| Mather Group, LLC. | 5,222 | $319.4K | 0.00% | +46+0.9% | Added |
| Berger Financial Group, Inc | 5,266 | $322.1K | 0.02% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 5,297 | $324.0K | 0.08% | +5,297 | New |
| Net Worth Advisory Group | 5,313 | $325.0K | 0.09% | +5,313 | New |
| SevenBridge Financial Group, LLC | 5,298 | $325.1K | 0.05% | +1,510+39.9% | Added |
| Change Path, LLC | 5,328 | $325.9K | 0.01% | +1,035+24.1% | Added |
| SFMG, LLC | 5,350 | $327.2K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,435 | $332.5K | 0.09% | 00.0% | Unchanged |
| First Bank & Trust | 5,452 | $333.5K | 0.06% | −3,009−35.6% | Reduced |
| Crestwood Advisors Group LLC | 5,478 | $335.1K | 0.01% | −2,816−34.0% | Reduced |
| Headinvest, LLC | 5,482 | $335.3K | 0.07% | −995−15.4% | Reduced |
| Schmidt P J Investment Management Inc | 5,482 | $335.3K | 0.06% | +398+7.8% | Added |
| NDWM LLC | 5,500 | $336.4K | 0.23% | 00.0% | Unchanged |
| Syon Capital LLC | 5,502 | $336.6K | 0.02% | +1,053+23.7% | Added |
| Mechanics Bank Trust Department | 5,510 | $337.0K | 0.05% | −750−12.0% | Reduced |