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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 13,403 | $819.9K | 0.02% | −3,414−20.3% | Reduced |
| Eagle Harbor Asset Management Inc | 13,410 | $820.3K | 0.71% | −1,554−10.4% | Reduced |
| Umb Bank N A | 13,448 | $822.6K | 0.01% | −111−0.8% | Reduced |
| Pittenger & Anderson Inc | 13,465 | $823.7K | 0.03% | +2,715+25.3% | Added |
| Nwam LLC | 13,410 | $823.8K | 0.04% | +13,410 | New |
| HBW Advisory Services LLC | 13,486 | $824.9K | 0.09% | +689+5.4% | Added |
| BancorpSouth Bank | 13,547 | $828.7K | 0.05% | +614+4.7% | Added |
| Navalign, LLC | 13,572 | $830.2K | 0.22% | +160+1.2% | Added |
| Cornercap Investment Counsel Inc | 13,591 | $831.4K | 0.41% | −230−1.7% | Reduced |
| Greenleaf Trust | 13,754 | $841.3K | 0.01% | −1,287−8.6% | Reduced |
| TCTC Holdings, LLC | 13,778 | $842.8K | 0.03% | −250−1.8% | Reduced |
| Paradigm Financial Partners, LLC | 13,803 | $844.3K | 0.09% | −946−6.4% | Reduced |
| Glenview Trust Co | 13,869 | $848.4K | 0.01% | −4,970−26.4% | Reduced |
| Acorn Financial Advisory Services Inc | 13,881 | $849.1K | 0.13% | +144+1.0% | Added |
| Longfellow Investment Management Co LLC | 13,937 | $852.5K | 0.20% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 14,136 | $856.2K | 0.36% | +20.0% | Added |
| Arrow Financial Corp | 14,008 | $856.9K | 0.09% | −81−0.6% | Reduced |
| Ballentine Partners, LLC | 14,021 | $857.7K | 0.01% | −41−0.3% | Reduced |
| RiverFront Investment Group, LLC | 14,068 | $860.5K | 0.02% | +1,591+12.8% | Added |
| CAPROCK Group, Inc. | 14,380 | $861.4K | 0.02% | +14,380 | New |
| Sagespring Wealth Partners, LLC | 14,090 | $861.9K | 0.02% | −207−1.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 14,106 | $862.9K | 0.85% | −152−1.1% | Reduced |
| Sovereign Financial Group, Inc. | 14,138 | $864.8K | 0.16% | +169+1.2% | Added |
| Global Retirement Partners, LLC | 14,171 | $866.8K | 0.02% | +1,154+8.9% | Added |
| Dominguez Wealth Management Solutions, Inc. | 14,184 | $867.7K | 0.55% | +145+1.0% | Added |
| Liberty One Investment Management, LLC | 14,219 | $869.7K | 0.05% | +2,377+20.1% | Added |
| Hamilton Wealth, LLC | 14,338 | $877.1K | 0.18% | +14,338 | New |
| Excalibur Management Corp | 14,374 | $879.3K | 0.32% | +40.0% | Added |
| Bearing Point Capital, LLC | 14,400 | $880.8K | 0.15% | +700+5.1% | Added |
| Brown Brothers Harriman & Co | 14,435 | $883.0K | 0.01% | +2,238+18.3% | Added |
| Heritage Wealth Advisors | 14,528 | $888.7K | 0.04% | +20+0.1% | Added |
| We Are One Seven, LLC | 14,530 | $888.8K | 0.02% | +6,252+75.5% | Added |
| Altshuler Shaham Ltd | 14,533 | $889.0K | 0.01% | +3,935+37.1% | Added |
| Hilltop Holdings Inc. | 14,541 | $889.5K | 0.05% | −448−3.0% | Reduced |
| Ossiam | 14,564 | $890.9K | 0.01% | −8,638−37.2% | Reduced |
| Farmers & Merchants Investments Inc | 14,630 | $894.9K | 0.03% | −80−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 14,632 | $895.0K | 0.04% | +492+3.5% | Added |
| Bessemer Group Inc | 14,766 | $904.0K | 0.00% | +6,749+84.2% | Added |
| Vista Investment Management | 14,806 | $905.7K | 0.32% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,975 | $916.0K | 0.05% | −933−5.9% | Reduced |
| Cito Capital Group, LLC | 15,000 | $918.0K | 0.27% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,011 | $918.2K | 0.09% | +3,489+30.3% | Added |
| 111 Capital | 15,011 | $918.2K | 0.17% | +15,011 | New |
| Prudential PLC | 15,050 | $920.6K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 15,099 | $923.6K | 0.02% | +2,565+20.5% | Added |
| Jeppson Wealth Management, LLC | 15,114 | $924.5K | 0.29% | −300−1.9% | Reduced |
| CoreCap Advisors, LLC | 15,121 | $925.0K | 0.03% | +298+2.0% | Added |
| QRG Capital Management, Inc. | 15,143 | $926.3K | 0.01% | +3,895+34.6% | Added |
| Belpointe Asset Management LLC | 15,308 | $936.4K | 0.04% | −272−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 15,333 | $937.9K | 0.03% | +1,194+8.4% | Added |
| Dorsey & Whitney Trust CO LLC | 15,348 | $938.8K | 0.05% | +2,615+20.5% | Added |
| Haverford Trust Co | 15,363 | $939.8K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 15,368 | $940.1K | 0.03% | +76+0.5% | Added |
| Patten Group, Inc. | 15,431 | $943.9K | 0.18% | −113−0.7% | Reduced |
| Keel Point, LLC | 15,466 | $946.1K | 0.06% | +33+0.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,480 | $946.9K | 0.00% | −8,119−34.4% | Reduced |
| PBMares Wealth Management LLC | 15,497 | $948.0K | 0.15% | −249−1.6% | Reduced |
| Whitener Capital Management, Inc. | 15,505 | $948.4K | 0.23% | +700+4.7% | Added |
| Culbertson A N & Co Inc | 15,512 | $948.8K | 0.13% | +345+2.3% | Added |
| Jacobi Capital Management LLC | 15,556 | $951.6K | 0.06% | −107−0.7% | Reduced |
| Trust Co of Vermont | 15,645 | $957.0K | 0.04% | −370−2.3% | Reduced |
| Shelton Wealth Management, LLC | 15,662 | $958.0K | 0.45% | +880+6.0% | Added |
| Qtron Investments LLC | 15,681 | $959.2K | 0.12% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 15,700 | $960.4K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,766 | $962.3K | 0.01% | −2,192−12.2% | Reduced |
| Claris Financial LLC | 15,760 | $964.1K | 0.55% | +2,972+23.2% | Added |
| Thomasville National Bank | 15,784 | $965.5K | 0.06% | −853−5.1% | Reduced |
| Elevated Capital Advisors, LLC | 15,858 | $970.0K | 0.24% | −2,222−12.3% | Reduced |
| Inspire Advisors, LLC | 15,955 | $976.0K | 0.09% | −5,629−26.1% | Reduced |
| Sigma Planning Corp | 16,142 | $987.4K | 0.03% | −1,738−9.7% | Reduced |
| NorthRock Partners, LLC | 16,233 | $993.0K | 0.02% | +3,906+31.7% | Added |
| MUFG Securities EMEA plc | 16,335 | $999.2K | 0.03% | +13,815+548.2% | Added |
| StoneX Group Inc. | 16,367 | $1.00M | 0.04% | +1,165+7.7% | Added |
| Dover Advisors, LLC | 16,395 | $1.00M | 0.40% | +4,475+37.5% | Added |
| Mason & Associates, LLC | 17,812 | $1.01M | 0.25% | 00.0% | Unchanged |
| First Horizon Corp | 16,465 | $1.01M | 0.05% | +16,465 | New |
| Wealthcare Advisory Partners LLC | 16,488 | $1.01M | 0.02% | +106+0.6% | Added |
| Ci Investments Inc. | 16,499 | $1.01M | 0.00% | −4,669−22.1% | Reduced |
| First Financial Bankshares Inc | 16,538 | $1.01M | 0.02% | +154+0.9% | Added |
| Chesley Taft & Associates LLC | 16,542 | $1.01M | 0.04% | −35−0.2% | Reduced |
| Innovative Wealth Building LLC | 16,625 | $1.02M | 0.79% | +182+1.1% | Added |
| Salvus Wealth Management, LLC | 16,707 | $1.02M | 0.57% | −67−0.4% | Reduced |
| Perigon Wealth Management, LLC | 16,712 | $1.02M | 0.02% | +8,633+106.9% | Added |
| Cornerstone Wealth Group, LLC | 16,768 | $1.03M | 0.07% | +139+0.8% | Added |
| Tred Avon Family Wealth, LLC | 16,873 | $1.03M | 0.35% | +16,873 | New |
| Beacon Pointe Advisors, LLC | 16,888 | $1.03M | 0.01% | +173+1.0% | Added |
| Everence Capital Management Inc | 17,170 | $1.05M | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 17,207 | $1.05M | 0.08% | +104+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 17,345 | $1.06M | 0.01% | +364+2.1% | Added |
| Elmwood Wealth Management, Inc. | 17,414 | $1.07M | 0.38% | +190+1.1% | Added |
| Founders Financial Alliance, LLC | 17,558 | $1.07M | 0.20% | +9+0.1% | Added |
| Signaturefd, LLC | 17,614 | $1.08M | 0.02% | +737+4.4% | Added |
| Bridgewater Associates, LP | 17,777 | $1.09M | 0.00% | +17,777 | New |
| Scotia Capital Inc. | 17,853 | $1.09M | 0.00% | +275+1.6% | Added |
| Peoples Financial Services Corp. | 17,930 | $1.10M | 0.50% | −679−3.6% | Reduced |
| Rbo & Co LLC | 17,976 | $1.10M | 0.17% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 18,100 | $1.10M | 0.01% | −2,329−11.4% | Reduced |
| Occudo Quantitative Strategies LP | 18,047 | $1.10M | 0.13% | +18,047 | New |
| Bokf, NA | 18,077 | $1.11M | 0.02% | +6,280+53.2% | Added |
| Valeo Financial Advisors, LLC | 18,119 | $1.11M | 0.03% | −4,456−19.7% | Reduced |