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 |
|---|---|---|---|---|---|
| Beech Hill Advisors, Inc. | 7,200 | $440.4K | 0.21% | −500−6.5% | Reduced |
| Ancora Advisors, LLC | 7,216 | $441.4K | 0.01% | −2,925−28.8% | Reduced |
| Sax Wealth Advisors, LLC | 7,220 | $441.6K | 0.02% | +1,054+17.1% | Added |
| Balboa Wealth Partners | 7,228 | $442.1K | 0.08% | +2,634+57.3% | Added |
| Investors Research Corp | 7,266 | $444.5K | 0.08% | −16−0.2% | Reduced |
| Tandem Investment Partners LLC | 7,266 | $444.5K | 0.37% | +7,266 | New |
| Harbour Investments, Inc. | 7,293 | $446.1K | 0.01% | +734+11.2% | Added |
| Mystic Asset Management, Inc. | 7,297 | $446.4K | 0.10% | +400+5.8% | Added |
| Moneta Group Investment Advisors LLC | 7,305 | $446.8K | 0.00% | −105−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 7,324 | $448.0K | 0.01% | −1,395−16.0% | Reduced |
| Linscomb & Williams, Inc. | 7,347 | $449.4K | 0.02% | −248−3.3% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $451.0K | 0.14% | +7,417 | New |
| Cidel Asset Management Inc | 7,413 | $453.5K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,427 | $454.3K | 0.04% | −165−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 7,432 | $454.6K | 0.19% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 7,453 | $455.9K | 0.25% | +7,453 | New |
| Sar Wealth Management Group, LLC | 7,492 | $458.3K | 0.26% | +20.0% | Added |
| Leavell Investment Management, Inc. | 7,507 | $459.2K | 0.02% | −2,088−21.8% | Reduced |
| Sunbelt Securities, Inc. | 7,531 | $460.7K | 0.03% | +421+5.9% | Added |
| 1st Source Bank | 7,544 | $461.5K | 0.02% | −239−3.1% | Reduced |
| Cornerstone Wealth Management, LLC | 7,551 | $461.9K | 0.03% | −171−2.2% | Reduced |
| Harmony Asset Management LLC | 7,556 | $462.2K | 0.16% | −149−1.9% | Reduced |
| Meadowbrook Wealth Management, LLC | 7,575 | $463.4K | 0.48% | +7,575 | New |
| Jaffetilchin Investment Partners, LLC | 7,585 | $464.0K | 0.03% | +30.0% | Added |
| Koshinski Asset Management, Inc. | 7,616 | $465.9K | 0.03% | +30.0% | Added |
| Vista Cima Wealth Management LLC | 7,649 | $467.9K | 0.39% | +7,649 | New |
| Welch Group, LLC | 7,650 | $468.0K | 0.02% | +53+0.7% | Added |
| Burney Co | 7,660 | $468.6K | 0.01% | −800−9.5% | Reduced |
| Element Pointe Advisors, LLC | 7,680 | $469.8K | 0.10% | +7,680 | New |
| RVW Wealth, LLC | 7,725 | $472.5K | 0.04% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7,776 | $475.7K | 0.16% | −699−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,779 | $475.8K | 0.01% | −270−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 7,857 | $475.9K | 0.05% | −701−8.2% | Reduced |
| Mutual Advisors, LLC | 7,849 | $476.3K | 0.01% | −709−8.3% | Reduced |
| Cobblestone Capital Advisors LLC | 7,786 | $476.3K | 0.02% | +4+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $477.5K | 0.17% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,845 | $479.9K | 0.17% | +10+0.1% | Added |
| BKD Wealth Advisors, LLC | 7,869 | $481.3K | 0.01% | +65+0.8% | Added |
| Signature Estate & Investment Advisors LLC | 7,917 | $484.3K | 0.01% | +258+3.4% | Added |
| Summit Financial, LLC | 7,934 | $485.3K | 0.01% | +115+1.5% | Added |
| Kentucky Trust Co | 7,940 | $485.7K | 0.26% | −325−3.9% | Reduced |
| Guardian Wealth Advisors, LLC | 7,940 | $485.7K | 0.03% | +269+3.5% | Added |
| Family Legacy Financial Solutions, LLC | 7,944 | $485.9K | 0.37% | +540+7.3% | Added |
| Mainstay Capital Management LLC | 7,959 | $486.9K | 0.05% | −7,959−50.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,967 | $487.3K | 0.09% | −1,040−11.5% | Reduced |
| Graver Capital Management, LLC | 8,000 | $489.4K | 0.41% | 00.0% | Unchanged |
| GWN Securities Inc. | 7,980 | $490.5K | 0.11% | +3,279+69.8% | Added |
| Outfitter Financial LLC | 8,030 | $491.2K | 0.40% | −100−1.2% | Reduced |
| Lantern Wealth Advisors, LLC | 8,034 | $491.5K | 0.26% | +3,029+60.5% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $492.5K | 0.25% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,054 | $492.7K | 0.11% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,084 | $494.5K | 0.19% | +499+6.6% | Added |
| Richard W. Paul & Associates, LLC | 8,133 | $497.5K | 0.17% | −339−4.0% | Reduced |
| Kidder Stephen W | 8,157 | $499.0K | 0.14% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 8,180 | $500.4K | 0.05% | +1,119+15.8% | Added |
| Cigna Investments Inc | 8,191 | $501.0K | 0.07% | −89−1.1% | Reduced |
| Farmers Trust Co | 8,217 | $502.6K | 0.09% | +141+1.7% | Added |
| Bay Rivers Group | 8,263 | $505.4K | 0.21% | −366−4.2% | Reduced |
| Optimum Investment Advisors | 8,275 | $506.2K | 0.20% | +600+7.8% | Added |
| VestGen Advisors, LLC | 8,275 | $506.2K | 0.02% | +8,275 | New |
| Wetherby Asset Management Inc | 8,336 | $509.9K | 0.02% | −1,991−19.3% | Reduced |
| Citizens Financial Group Inc | 8,367 | $511.8K | 0.01% | −189−2.2% | Reduced |
| Hardin Capital Partners, LLC | 8,386 | $513.0K | 0.28% | −73−0.9% | Reduced |
| Cresset Asset Management, LLC | 8,400 | $513.8K | 0.00% | +1,783+26.9% | Added |
| United Asset Strategies, Inc. | 8,402 | $514.0K | 0.04% | +10+0.1% | Added |
| DiNuzzo Private Wealth, Inc. | 8,604 | $515.4K | 0.06% | −10.0% | Reduced |
| Adams Wealth Management | 8,475 | $518.4K | 0.11% | −1,339−13.6% | Reduced |
| CacheTech Inc. | 8,475 | $518.4K | 0.10% | −1,339−13.6% | Reduced |
| First National Trust Co | 8,486 | $519.1K | 0.02% | −1,873−18.1% | Reduced |
| SS&H Financial Advisors, Inc. | 8,493 | $519.5K | 0.16% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8,585 | $522.6K | 0.08% | +49+0.6% | Added |
| Pointe Capital Management LLC | 8,600 | $526.1K | 0.26% | 00.0% | Unchanged |
| Rockland Trust Co | 8,633 | $528.1K | 0.02% | +8,633 | New |
| Nations Financial Group Inc, | 8,682 | $531.1K | 0.03% | −75−0.9% | Reduced |
| Monograph Wealth Advisors, LLC | 8,700 | $532.2K | 0.05% | −20.0% | Reduced |
| Foundations Investment Advisors, LLC | 8,705 | $532.5K | 0.01% | −6,332−42.1% | Reduced |
| Manchester Capital Management LLC | 8,732 | $534.1K | 0.07% | +646+8.0% | Added |
| Camelot Portfolios, LLC | 8,774 | $536.7K | 0.32% | −1,029−10.5% | Reduced |
| Agf Management Ltd | 8,820 | $539.5K | 0.00% | −2,337−20.9% | Reduced |
| Wedbush Securities Inc | 8,844 | $541.0K | 0.02% | −385−4.2% | Reduced |
| Premier Path Wealth Partners, LLC | 8,850 | $541.4K | 0.07% | +68+0.8% | Added |
| LifeWealth Investments, LLC | 8,910 | $545.0K | 0.08% | +66+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 8,941 | $546.9K | 0.01% | −2,005−18.3% | Reduced |
| MEMBERS Trust Co | 8,981 | $549.4K | 0.02% | +34+0.4% | Added |
| FourThought Financial Partners, LLC | 8,996 | $550.3K | 0.05% | +2,035+29.2% | Added |
| Chapman Financial Group, LLC | 9,010 | $551.1K | 0.38% | −200−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 9,016 | $551.5K | 0.04% | +20.0% | Added |
| United Advisor Group, LLC | 9,034 | $552.6K | 0.07% | +3,022+50.3% | Added |
| Maridea Wealth Management LLC | 9,026 | $554.6K | 0.09% | +86+1.0% | Added |
| Triangle Securities Wealth Management | 9,110 | $557.3K | 0.13% | +1,481+19.4% | Added |
| 1620 Investment Advisors, Inc. | 9,121 | $557.9K | 0.38% | +119+1.3% | Added |
| Savvy Advisors, Inc. | 9,160 | $560.3K | 0.03% | +9,160 | New |
| Rowland & Co Investment Counsel | 9,165 | $560.6K | 0.11% | +425+4.9% | Added |
| Lewis Asset Management, LLC | 9,212 | $563.5K | 0.23% | +9,212 | New |
| Fragasso Group Inc. | 9,170 | $564.2K | 0.04% | +3,521+62.3% | Added |
| Oak Harbor Wealth Partners, LLC | 9,246 | $565.6K | 0.14% | −378−3.9% | Reduced |
| Strategic Blueprint, LLC | 9,317 | $569.9K | 0.02% | +263+2.9% | Added |
| WESPAC Advisors, LLC | 9,339 | $571.3K | 0.33% | +9,339 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 9,357 | $572.4K | 0.04% | −107−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,464 | $578.9K | 0.02% | +186+2.0% | Added |