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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 5,526 | $338.1K | 0.02% | +14+0.3% | Added |
| Dynamic Advisor Solutions LLC | 5,543 | $339.0K | 0.01% | −313−5.3% | Reduced |
| LCNB Corp | 5,559 | $340.0K | 0.12% | −772−12.2% | Reduced |
| BLB&B Advisors, LLC | 5,571 | $340.8K | 0.01% | −1,332−19.3% | Reduced |
| Forum Financial Management, LP | 5,574 | $341.0K | 0.00% | +502+9.9% | Added |
| Luts & Greenleigh Group, Inc | 5,595 | $342.2K | 0.31% | −75−1.3% | Reduced |
| Sequent Planning LLC | 5,597 | $342.4K | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,598 | $342.4K | 0.00% | +5,598 | New |
| Pine Valley Investments Ltd Liability Co | 5,600 | $342.6K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,629 | $344.3K | 0.06% | −200−3.4% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,631 | $344.5K | 0.10% | −186−3.2% | Reduced |
| Adirondack Trust Co | 5,642 | $345.1K | 0.12% | −30−0.5% | Reduced |
| Brown Miller Wealth Management, LLC | 5,643 | $345.2K | 0.10% | −357−5.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,657 | $346.0K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 5,659 | $346.2K | 0.00% | +180+3.3% | Added |
| Great Valley Advisor Group, Inc. | 5,672 | $346.7K | 0.01% | +1,374+32.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,693 | $348.2K | 0.15% | −131−2.2% | Reduced |
| denkapparat Operations GmbH | 5,696 | $348.4K | 0.22% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 5,710 | $349.3K | 0.04% | −1,500−20.8% | Reduced |
| Aspiriant, LLC | 5,726 | $350.3K | 0.01% | −68−1.2% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $352.5K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,800 | $354.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Corp | 5,789 | $354.1K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,800 | $354.8K | 0.00% | −136−2.3% | Reduced |
| Warner Financial, Inc | 5,828 | $356.0K | 0.13% | +5,828 | New |
| Firethorn Wealth Partners, LLC | 5,869 | $359.0K | 0.14% | +5,869 | New |
| Leonteq Securities AG | 5,875 | $359.4K | 0.02% | +5,511+1,514.0% | Added |
| Shell Asset Management Co | 5,887 | $360.0K | 0.04% | −1,943−24.8% | Reduced |
| Bayesian Capital Management, LP | 5,900 | $360.9K | 0.07% | +5,900 | New |
| Group One Trading, L.P. | 5,906 | $361.3K | 0.01% | +4,042+216.8% | Added |
| Aprio Wealth Management, LLC | 5,906 | $361.3K | 0.04% | +5,906 | New |
| Montag A & Associates Inc | 5,915 | $361.8K | 0.02% | −401−6.3% | Reduced |
| Interchange Capital Partners, LLC | 5,929 | $362.7K | 0.07% | +829+16.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $365.5K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,977 | $365.6K | 0.01% | −465−7.2% | Reduced |
| Financial Sense Advisors, Inc. | 5,978 | $365.7K | 0.07% | +8+0.1% | Added |
| Requisite Capital Management, LLC | 5,983 | $366.0K | 0.06% | +5,983 | New |
| Hummer Financial Advisory Services Inc | 6,001 | $367.1K | 0.27% | 00.0% | Unchanged |
| Cypress Capital Group | 6,015 | $367.9K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,029 | $368.8K | 0.01% | +998+19.8% | Added |
| Curat Global, LLC | 6,065 | $369.7K | 0.35% | 00.0% | Unchanged |
| Optas, LLC | 6,048 | $370.0K | 0.06% | +140+2.4% | Added |
| Romano Brothers and Company | 6,132 | $371.7K | 0.04% | +6,132 | New |
| Private Client Services, LLC | 6,093 | $372.7K | 0.12% | −141−2.3% | Reduced |
| Walker Asset Management, LLC | 6,142 | $375.7K | 0.21% | +65+1.1% | Added |
| Formidable Asset Management, LLC | 6,653 | $376.0K | 0.06% | +1,066+19.1% | Added |
| Salem Investment Counselors Inc | 6,192 | $378.8K | 0.01% | +375+6.4% | Added |
| Ameritas Advisory Services, LLC | 6,205 | $379.6K | 0.02% | +1,150+22.7% | Added |
| Hudock, Inc. | 6,210 | $379.9K | 0.06% | −398−6.0% | Reduced |
| United Bank | 6,233 | $381.3K | 0.05% | −410−6.2% | Reduced |
| Evermay Wealth Management LLC | 6,238 | $381.6K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,243 | $381.9K | 0.01% | +96+1.6% | Added |
| Kovack Advisors, Inc. | 6,269 | $383.5K | 0.04% | −1,241−16.5% | Reduced |
| International Private Wealth Advisors LLC | 6,282 | $384.3K | 0.24% | −751−10.7% | Reduced |
| Johnson Investment Counsel Inc | 6,365 | $389.4K | 0.00% | +525+9.0% | Added |
| Aviance Capital Partners, LLC | 6,367 | $389.5K | 0.05% | +499+8.5% | Added |
| Smith Group Asset Management, LLC | 6,400 | $391.5K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 6,420 | $392.7K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,432 | $393.5K | 0.01% | −5,049−44.0% | Reduced |
| OLIO Financial Planning | 6,477 | $396.2K | 0.12% | +13+0.2% | Added |
| Capital Analysts, LLC | 6,494 | $397.0K | 0.01% | +16+0.2% | Added |
| Sovran Advisors, LLC | 6,708 | $399.3K | 0.04% | +6,708 | New |
| Alpha Family Trust | 6,540 | $400.1K | 0.19% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,549 | $400.6K | 0.05% | +863+15.2% | Added |
| Abacus Planning Group, Inc. | 6,583 | $402.7K | 0.06% | +9+0.1% | Added |
| Journey Strategic Wealth LLC | 6,586 | $402.9K | 0.01% | +1,201+22.3% | Added |
| SBI Securities Co., Ltd. | 6,616 | $404.7K | 0.01% | +734+12.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,625 | $405.0K | 0.28% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,622 | $405.1K | 0.04% | −229−3.3% | Reduced |
| Cobblestone Asset Management LLC | 6,626 | $405.3K | 0.19% | +6+0.1% | Added |
| Blue Rock Wealth Management LLC | 6,629 | $406.5K | 0.25% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,671 | $408.1K | 0.01% | −1,124−14.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,683 | $408.8K | 0.00% | −3,081−31.6% | Reduced |
| Castle Rock Wealth Management, LLC | 6,708 | $409.7K | 0.09% | +6,708 | New |
| Regal Investment Advisors LLC | 6,718 | $410.9K | 0.03% | +2,161+47.4% | Added |
| Brookwood Investment Group LLC | 6,728 | $411.6K | 0.05% | +6,728 | New |
| Hantz Financial Services, Inc. | 6,734 | $412.0K | 0.01% | −710−9.5% | Reduced |
| Baader Bank INC | 6,838 | $412.8K | 0.03% | +6,838 | New |
| Simplicity Wealth,LLC | 6,749 | $412.8K | 0.02% | +6,749 | New |
| Walleye Capital LLC | 6,765 | $413.8K | 0.00% | −588−8.0% | Reduced |
| Busey Wealth Management | 6,803 | $416.1K | 0.01% | +384+6.0% | Added |
| EverSource Wealth Advisors, LLC | 6,808 | $416.4K | 0.02% | +235+3.6% | Added |
| Evergreen Capital Management LLC | 6,823 | $417.4K | 0.01% | +1,005+17.3% | Added |
| Centurion Wealth Management LLC | 6,839 | $418.3K | 0.10% | +335+5.2% | Added |
| Advisory Alpha, LLC | 6,847 | $418.4K | 0.01% | +2,247+48.8% | Added |
| Panagora Asset Management Inc | 6,929 | $423.8K | 0.00% | −33,378−82.8% | Reduced |
| Parsons Capital Management Inc | 6,939 | $424.5K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,954 | $425.4K | 0.03% | +1,042+17.6% | Added |
| First Command Advisory Services, Inc. | 6,964 | $426.0K | 0.00% | +1,781+34.4% | Added |
| Cornerstone Advisory, LLC | 7,000 | $428.2K | 0.04% | +85+1.2% | Added |
| Miracle Mile Advisors, LLC | 7,002 | $428.3K | 0.01% | +560+8.7% | Added |
| Stokes Family Office, LLC | 7,023 | $429.6K | 0.04% | +21+0.3% | Added |
| Campbell Deegan Wealth Management, LLC | 7,039 | $430.6K | 0.38% | +497+7.6% | Added |
| Private Wealth Partners, LLC | 7,045 | $430.9K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,051 | $431.3K | 0.01% | −55−0.8% | Reduced |
| Colonial Trust Co | 7,056 | $431.6K | 0.06% | +45+0.6% | Added |
| National Asset Management, Inc. | 7,058 | $431.7K | 0.02% | −1,357−16.1% | Reduced |
| Register Financial Advisors LLC | 7,094 | $433.9K | 0.17% | +334+4.9% | Added |
| Fiduciary Alliance LLC | 7,147 | $437.2K | 0.03% | +424+6.3% | Added |
| JBR Co Financial Management Inc | 7,182 | $439.3K | 0.19% | −150−2.0% | Reduced |