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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 9,464 | $578.9K | 0.01% | +694+7.9% | Added |
| Smith, Moore & Co. | 9,535 | $583.3K | 0.04% | +445+4.9% | Added |
| Oak Hill Wealth Advisors, LLC | 9,582 | $586.1K | 0.11% | −430−4.3% | Reduced |
| Modera Wealth Management, LLC | 9,607 | $587.7K | 0.01% | −81−0.8% | Reduced |
| AlphaStar Capital Management, LLC | 9,618 | $588.3K | 0.05% | +645+7.2% | Added |
| Rathbone Brothers plc | 9,620 | $588.5K | 0.00% | +9,620 | New |
| Coppell Advisory Solutions LLC | 9,661 | $588.5K | 0.06% | −19−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 9,683 | $592.3K | 0.05% | −205−2.1% | Reduced |
| Eastern Bank | 9,697 | $593.2K | 0.01% | +195+2.1% | Added |
| VeraBank, N.A. | 9,699 | $593.3K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,776 | $598.0K | 0.06% | +676+7.4% | Added |
| Hayek Kallen Investment Management | 9,828 | $601.0K | 0.19% | −200−2.0% | Reduced |
| IFP Advisors, Inc | 9,864 | $603.4K | 0.02% | −6,849−41.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,828 | $604.7K | 0.01% | −339−3.3% | Reduced |
| Catalyst Financial Partners LLC | 9,965 | $609.6K | 0.07% | +1,038+11.6% | Added |
| Kingswood Wealth Advisors, LLC | 10,019 | $612.9K | 0.04% | +93+0.9% | Added |
| Phoenix Wealth Advisors | 10,032 | $613.7K | 0.24% | −111−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 10,125 | $620.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 10,167 | $621.9K | 0.21% | +53+0.5% | Added |
| Vontobel Holding Ltd. | 10,193 | $623.5K | 0.00% | +10,193 | New |
| Smartleaf Asset Management LLC | 10,361 | $631.2K | 0.04% | +4,526+77.6% | Added |
| Legacy Financial Advisors, Inc. | 10,391 | $635.6K | 0.09% | +34+0.3% | Added |
| Skopos Labs, Inc. | 11,424 | $638.2K | 0.09% | −31−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 10,435 | $638.3K | 0.02% | +62+0.6% | Added |
| CX Institutional | 10,465 | $640.0K | 0.02% | +4,586+78.0% | Added |
| Versor Investments LP | 10,472 | $640.6K | 0.12% | +10,472 | New |
| Catalytic Wealth RIA, LLC | 10,472 | $640.6K | 0.02% | +10,472 | New |
| Plimoth Trust Co LLC | 10,515 | $643.2K | 0.15% | −420−3.8% | Reduced |
| Key Financial Inc | 10,580 | $644.3K | 0.12% | −13−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 10,557 | $645.8K | 0.05% | −149−1.4% | Reduced |
| Stony Point Wealth Management Inc. | 10,617 | $649.4K | 0.26% | −1,540−12.7% | Reduced |
| HBK Sorce Advisory LLC | 10,562 | $651.6K | 0.02% | +1,875+21.6% | Added |
| Capital Asset Advisory Services LLC | 10,666 | $652.4K | 0.03% | −11−0.1% | Reduced |
| Archetype Wealth Partners | 10,726 | $656.0K | 0.08% | +4,005+59.6% | Added |
| Sumitomo Life Insurance Co | 10,745 | $657.3K | 0.02% | −455−4.1% | Reduced |
| Stratos Wealth Advisors, LLC | 10,774 | $659.1K | 0.03% | +773+7.7% | Added |
| NTV Asset Management LLC | 10,779 | $659.4K | 0.07% | +431+4.2% | Added |
| Chemung Canal Trust Co | 10,802 | $660.8K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,891 | $662.9K | 0.02% | +2,454+29.1% | Added |
| Armis Advisers, LLC | 11,371 | $665.1K | 0.06% | +2,825+33.1% | Added |
| Anchor Investment Management, LLC | 10,884 | $665.8K | 0.06% | +20.0% | Added |
| Midwest Professional Planners, LTD. | 10,898 | $666.7K | 0.16% | −68−0.6% | Reduced |
| GTS Securities LLC | 10,909 | $667.3K | 0.03% | −729−6.3% | Reduced |
| Callan Family Office, LLC | 10,917 | $667.8K | 0.02% | −2,449−18.3% | Reduced |
| Ingalls & Snyder LLC | 10,921 | $668.0K | 0.02% | −930−7.8% | Reduced |
| Bay Capital Advisors, LLC | 10,952 | $669.9K | 0.44% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,985 | $672.0K | 0.02% | +88+0.8% | Added |
| MONECO Advisors, LLC | 10,998 | $672.7K | 0.06% | +371+3.5% | Added |
| HighPoint Advisor Group LLC | 11,022 | $674.2K | 0.03% | +890+8.8% | Added |
| Heritage Investors Management Corp | 11,028 | $675.0K | 0.02% | −100−0.9% | Reduced |
| LongView Wealth Management | 11,106 | $679.4K | 0.18% | +115+1.0% | Added |
| Allianz SE | 11,120 | $680.2K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $685.1K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 11,251 | $688.3K | 0.02% | −3,441−23.4% | Reduced |
| Federated Hermes, Inc. | 11,259 | $688.7K | 0.00% | +7,747+220.6% | Added |
| Vanguard Capital Wealth Advisors | 11,300 | $691.2K | 0.55% | +11,300 | New |
| Hendershot Investments Inc. | 11,433 | $699.4K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,465 | $701.3K | 0.02% | +2,341+25.7% | Added |
| V-Square Quantitative Management LLC | 11,484 | $702.5K | 0.12% | +68+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,582 | $708.5K | 0.03% | −16−0.1% | Reduced |
| Wealthspire Advisors, LLC | 11,609 | $710.1K | 0.00% | +1,749+17.7% | Added |
| Heritage Trust Co | 11,611 | $710.3K | 0.08% | +2,413+26.2% | Added |
| Vista Investment Partners LLC | 11,612 | $710.3K | 0.20% | −30−0.3% | Reduced |
| Pallas Capital Advisors LLC | 11,695 | $715.4K | 0.03% | +199+1.7% | Added |
| Adalta Capital Management LLC | 11,700 | $715.7K | 0.32% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 11,776 | $720.3K | 0.19% | −848−6.7% | Reduced |
| Centennial Wealth Advisory LLC | 11,794 | $721.5K | 0.20% | +999+9.3% | Added |
| Csenge Advisory Group | 11,842 | $724.4K | 0.03% | −267−2.2% | Reduced |
| Venture Visionary Partners LLC | 11,847 | $724.7K | 0.02% | −299−2.5% | Reduced |
| Apella Capital, LLC | 11,963 | $725.2K | 0.02% | +4,002+50.3% | Added |
| Parallel Advisors, LLC | 11,883 | $726.9K | 0.01% | +2,550+27.3% | Added |
| Siemens Fonds Invest GmbH | 11,890 | $727.3K | 0.04% | −221−1.8% | Reduced |
| Ti-Trust, Inc | 11,929 | $729.7K | 0.46% | 00.0% | Unchanged |
| Main Street Group, LTD | 11,957 | $731.4K | 0.21% | −960−7.4% | Reduced |
| Rahlfs Capital, LLC | 12,050 | $737.1K | 0.58% | 00.0% | Unchanged |
| Miller Financial Services LLC | 12,124 | $741.6K | 0.86% | +1,730+16.6% | Added |
| SPC Financial, Inc. | 12,145 | $742.9K | 0.06% | −34−0.3% | Reduced |
| Holderness Investments Co | 12,153 | $743.4K | 0.15% | +35+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 12,225 | $747.8K | 0.18% | +4,067+49.9% | Added |
| Tema ETFs LLC | 12,244 | $749.0K | 0.06% | +12,244 | New |
| Meridian Wealth Management, LLC | 12,300 | $752.4K | 0.03% | −409−3.2% | Reduced |
| Saturna Capital CORP | 12,315 | $753.3K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 12,477 | $760.1K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,282 | $765.7K | 0.06% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 12,544 | $767.0K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 13,131 | $768.0K | 0.03% | +730+5.9% | Added |
| CWA Asset Management Group, LLC | 12,692 | $776.4K | 0.03% | −532−4.0% | Reduced |
| Birch Hill Investment Advisors LLC | 12,787 | $782.2K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 12,834 | $785.1K | 0.06% | −1,800−12.3% | Reduced |
| Brighton Jones LLC | 12,916 | $790.1K | 0.02% | +1,092+9.2% | Added |
| Confluence Wealth Services, Inc. | 12,924 | $790.6K | 0.04% | −993−7.1% | Reduced |
| South State Corp. | 12,979 | $793.9K | 0.04% | +548+4.4% | Added |
| Parcion Private Wealth LLC | 13,073 | $799.7K | 0.05% | +648+5.2% | Added |
| Elm Partners Management LLC | 13,078 | $800.0K | 0.04% | +9+0.1% | Added |
| San Luis Wealth Advisors LLC | 13,132 | $803.3K | 0.14% | +865+7.1% | Added |
| Prosperity Consulting Group, LLC | 13,186 | $806.6K | 0.04% | +633+5.0% | Added |
| Archford Capital Strategies, LLC | 13,318 | $814.7K | 0.10% | −60.0% | Reduced |
| Steel Peak Wealth Management LLC | 13,333 | $815.6K | 0.03% | +13,333 | New |
| Ables, Iannone, Moore & Associates, Inc. | 13,359 | $817.2K | 0.47% | −71−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 13,378 | $818.3K | 0.02% | +4,224+46.1% | Added |