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 |
|---|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | 4,274 | $261.4K | 0.10% | −53−1.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,270 | $261.0K | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,266 | $261.0K | 0.02% | +421+10.9% | Added |
| Reliant Investment Partners, LLC | 4,234 | $260.5K | 0.20% | −49−1.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,249 | $259.9K | 0.14% | −39−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,267 | $259.8K | 0.01% | +4,267 | New |
| Volterra Technologies LP | 4,245 | $259.7K | 0.17% | +4,245 | New |
| Intrua Financial, LLC | 4,220 | $258.2K | 0.03% | −422−9.1% | Reduced |
| Soltis Investment Advisors LLC | 4,204 | $257.2K | 0.02% | +4,204 | New |
| Heritage Wealth Management, Inc. | 4,202 | $257.0K | 0.08% | −33−0.8% | Reduced |
| Howard Bailey Securities, LLC | 4,187 | $256.1K | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,185 | $256.0K | 0.12% | +4,185 | New |
| First United Bank Trust | 4,183 | $255.9K | 0.08% | −205−4.7% | Reduced |
| Boothbay Fund Management, LLC | 4,167 | $254.9K | 0.01% | +4,167 | New |
| Patton Fund Management, Inc. | 4,160 | $254.5K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,134 | $252.9K | 0.13% | +86+2.1% | Added |
| Nadler Financial Group, Inc. | 4,132 | $252.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,112 | $251.5K | 0.02% | −779−15.9% | Reduced |
| Boltwood Capital Management | 4,105 | $251.1K | 0.07% | −10−0.2% | Reduced |
| King Luther Capital Management Corp | 4,070 | $249.0K | 0.00% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 4,070 | $249.0K | 0.06% | +120+3.0% | Added |
| Strive Asset Management, LLC | 4,060 | $248.3K | 0.13% | −1,020−20.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $248.3K | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,058 | $248.2K | 0.01% | −1,072−20.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,056 | $248.1K | 0.12% | +312+8.3% | Added |
| Sharp Financial Services, LLC | 4,054 | $248.0K | 0.13% | −6,525−61.7% | Reduced |
| Ifrah Financial Services, Inc. | 4,052 | $247.9K | 0.06% | −16−0.4% | Reduced |
| MKT Advisors LLC | 4,028 | $245.3K | 0.09% | −400−9.0% | Reduced |
| L2 Asset Management, LLC | 4,006 | $245.0K | 0.04% | +186+4.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,000 | $244.7K | 0.17% | +4,000 | New |
| Alteri Wealth LLC | 3,990 | $244.1K | 0.08% | +3,990 | New |
| Fulton Breakefield Broenniman LLC | 3,987 | $243.9K | 0.02% | +3,987 | New |
| Athena Investment Management | 3,980 | $243.5K | 0.13% | −8−0.2% | Reduced |
| Tompkins Financial Corp | 3,970 | $242.8K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,965 | $242.5K | 0.03% | +3,121+369.8% | Added |
| Colonial Trust Advisors | 3,961 | $242.3K | 0.02% | −500−11.2% | Reduced |
| Ballast, Inc. | 3,938 | $240.9K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 3,936 | $240.8K | 0.07% | +32+0.8% | Added |
| D.B. Root & Company, LLC | 3,927 | $240.2K | 0.06% | −75−1.9% | Reduced |
| Bank of New Hampshire | 3,920 | $239.8K | 0.06% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,914 | $239.4K | 0.08% | +101+2.6% | Added |
| Leo Wealth, LLC | 3,904 | $238.8K | 0.03% | +47+1.2% | Added |
| Welch & Forbes LLC | 3,870 | $236.7K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,850 | $236.0K | 0.02% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,855 | $235.8K | 0.06% | −375−8.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,847 | $235.3K | 0.01% | +3,847 | New |
| Old North State Trust, LLC | 3,844 | $235.0K | 0.14% | −146−3.7% | Reduced |
| North Star Investment Management Corp. | 3,837 | $234.7K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 3,823 | $233.9K | 0.17% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,814 | $233.3K | 0.03% | −213−5.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,790 | $231.8K | 0.16% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,800 | $231.5K | 0.00% | −4−0.1% | Reduced |
| Hall Capital Management Co Inc | 3,773 | $230.8K | 0.09% | −315−7.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 3,766 | $230.4K | 0.16% | −575−13.2% | Reduced |
| Drive Wealth Management, LLC | 3,758 | $229.9K | 0.05% | +162+4.5% | Added |
| Advyzon Investment Management, LLC | 3,742 | $228.9K | 0.04% | +3,742 | New |
| Tranquility Partners, LLC | 3,710 | $226.9K | 0.08% | −246−6.2% | Reduced |
| Old Port Advisors | 3,708 | $226.8K | 0.06% | −564−13.2% | Reduced |
| Hunter Associates Investment Management LLC | 3,701 | $226.0K | 0.03% | +6+0.2% | Added |
| Norris Financial Group, LLC | 3,680 | $225.1K | 0.08% | +3,680 | New |
| M.E. Allison & Co., Inc. | 3,672 | $224.6K | 0.16% | 00.0% | Unchanged |
| Farmers National Bank | 3,650 | $223.3K | 0.05% | −80−2.1% | Reduced |
| Virtus ETF Advisers LLC | 3,645 | $223.0K | 0.12% | −605−14.2% | Reduced |
| Naples Global Advisors, LLC | 3,644 | $222.9K | 0.02% | +3,644 | New |
| Genesis Private Wealth, LLC | 3,639 | $222.6K | 0.09% | +3,639 | New |
| Howard Capital Management Group, LLC | 3,635 | $222.4K | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 3,631 | $222.1K | 0.06% | −306−7.8% | Reduced |
| Fort Washington Investment Advisors Inc | 3,626 | $221.8K | 0.00% | −1,137−23.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,600 | $220.2K | 0.02% | +3,600 | New |
| Widmann Financial Services, Inc. | 3,591 | $219.7K | 0.14% | −100−2.7% | Reduced |
| Morris Financial Concepts, Inc. | 3,584 | $219.2K | 0.08% | +3,584 | New |
| Sandbox Financial Partners, LLC | 3,579 | $218.9K | 0.06% | −67−1.8% | Reduced |
| Versant Capital Management, Inc | 3,548 | $217.0K | 0.03% | −1,439−28.9% | Reduced |
| MBA Advisors LLC | 3,544 | $216.8K | 0.09% | −26−0.7% | Reduced |
| David J Yvars Group | 3,540 | $216.6K | 0.12% | +3,540 | New |
| MTM Investment Management, LLC | 3,540 | $216.5K | 0.07% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,529 | $215.9K | 0.01% | +3,529 | New |
| West Family Investments, Inc. | 3,528 | $215.8K | 0.05% | +3,528 | New |
| Tower Bridge Advisors | 3,504 | $214.3K | 0.02% | +3,504 | New |
| Viking Fund Management LLC | 3,500 | $214.1K | 0.03% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,498 | $214.0K | 0.11% | +3,498 | New |
| Lanham O'Dell & Company, Inc. | 3,485 | $213.2K | 0.07% | +3,485 | New |
| Bayforest Capital Ltd | 3,483 | $213.1K | 0.10% | +3,483 | New |
| Aull & Monroe Investment Management Corp | 3,468 | $212.1K | 0.11% | +3,468 | New |
| Walkner Condon Financial Advisors LLC | 3,461 | $211.7K | 0.03% | +3,461 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,453 | $211.2K | 0.04% | +13+0.4% | Added |
| IFC Advisors LLC | 3,452 | $211.2K | 0.04% | −2,000−36.7% | Reduced |
| Commonwealth Financial Services, LLC | 3,442 | $210.5K | 0.04% | +3,442 | New |
| Intrust Bank NA | 3,440 | $210.4K | 0.02% | +3,440 | New |
| Philadelphia Trust Co | 3,425 | $210.0K | 0.01% | +3,425 | New |
| Traphagen Investment Advisors LLC | 3,432 | $210.0K | 0.02% | +3,432 | New |
| Cascades Capital Asset Management, LLC | 3,415 | $208.9K | 0.09% | +200+6.2% | Added |
| Flagship Harbor Advisors, LLC | 3,415 | $208.9K | 0.01% | +3,415 | New |
| Probity Advisors, Inc. | 3,412 | $208.7K | 0.03% | −362−9.6% | Reduced |
| William B. Walkup & Associates, Inc. | 3,408 | $208.5K | 0.11% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 3,384 | $207.0K | 0.09% | −1,164−25.6% | Reduced |
| CVA Family Office, LLC | 3,384 | $207.0K | 0.03% | +60+1.8% | Added |
| Bridges Investment Management Inc | 3,366 | $205.9K | 0.00% | +3,366 | New |
| Banco Santander, S.A. | 3,357 | $205.3K | 0.00% | −875−20.7% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $205.2K | 0.01% | +3,354 | New |