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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 1,083 | $66.2K | 0.02% | −978−47.5% | Reduced |
| Bangor Savings Bank | 1,065 | $65.1K | 0.01% | +759+248.0% | Added |
| Pinnacle Bancorp, Inc. | 1,062 | $65.0K | 0.02% | −55−4.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,040 | $63.6K | 0.02% | +450+76.3% | Added |
| Bruce G. Allen Investments, LLC | 1,037 | $63.4K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 1,032 | $63.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,030 | $63.0K | 0.00% | +17+1.7% | Added |
| Atwood & Palmer Inc | 1,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 993 | $60.8K | 0.00% | +169+20.5% | Added |
| JFS Wealth Advisors, LLC | 982 | $60.1K | 0.00% | +716+269.2% | Added |
| Gleason Group, Inc. | 971 | $59.4K | 0.01% | +11+1.1% | Added |
| Root Financial Partners, LLC | 959 | $58.7K | 0.00% | +959 | New |
| SWAN Capital LLC | 922 | $56.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $55.1K | 0.02% | +1+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $55.1K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 886 | $54.2K | 0.00% | +450+103.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 887 | $54.0K | 0.00% | +887 | New |
| Byrne Asset Management LLC | 875 | $53.5K | 0.03% | −75−7.9% | Reduced |
| Hemington Wealth Management | 860 | $52.0K | 0.01% | +214+33.1% | Added |
| Webster Bank, N. A. | 846 | $51.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 800 | $48.9K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 760 | $46.5K | 0.02% | +400+111.1% | Added |
| Archer Investment Corp | 757 | $46.3K | 0.01% | +2+0.3% | Added |
| MV Capital Management, Inc. | 756 | $46.2K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 730 | $44.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 729 | $44.6K | 0.01% | −47−6.1% | Reduced |
| Turning Point Benefit Group, Inc. | 732 | $44.6K | 0.03% | +732 | New |
| Corsicana & Co. | 725 | $44.3K | 0.02% | +725 | New |
| Westside Investment Management, Inc. | 728 | $44.3K | 0.01% | +259+55.2% | Added |
| Decker Retirement Planning Inc. | 724 | $44.3K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 718 | $43.9K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 689 | $42.1K | 0.02% | −454−39.7% | Reduced |
| CGC Financial Services, LLC | 681 | $41.7K | 0.01% | +342+100.9% | Added |
| Capital Advisors, Ltd. LLC | 666 | $41.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 658 | $40.3K | 0.00% | +108+19.6% | Added |
| LRI Investments, LLC | 656 | $40.1K | 0.00% | +43+7.0% | Added |
| Center for Financial Planning, Inc. | 641 | $39.2K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $36.7K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 600 | $36.7K | 0.01% | +600 | New |
| Navigoe, LLC | 589 | $36.0K | 0.02% | +39+7.1% | Added |
| DAGCO, Inc. | 582 | $35.6K | 0.01% | +22+3.9% | Added |
| Creekmur Asset Management LLC | 571 | $34.9K | 0.01% | +146+34.4% | Added |
| CBIZ Investment Advisory Services, LLC | 563 | $34.4K | 0.00% | +39+7.4% | Added |
| MCF Advisors LLC | 562 | $34.4K | 0.00% | +136+31.9% | Added |
| Boyd Watterson Asset Management LLC | 557 | $34.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 555 | $34.0K | 0.01% | +5+0.9% | Added |
| New England Capital Financial Advisors LLC | 553 | $33.8K | 0.01% | +88+18.9% | Added |
| Rise Advisors, LLC | 552 | $33.7K | 0.01% | +15+2.8% | Added |
| Gen-Wealth Partners Inc | 541 | $33.1K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 509 | $31.1K | 0.00% | +6+1.2% | Added |
| Roble, Belko & Company, Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 514 | $31.0K | 0.00% | +514 | New |
| VSM Wealth Advisory, LLC | 506 | $30.9K | 0.01% | +6+1.2% | Added |
| Old Second National Bank of Aurora | 500 | $30.6K | 0.01% | −87−14.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 490 | $30.0K | 0.00% | −67−12.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 490 | $30.0K | 0.00% | +172+54.1% | Added |
| JPL Wealth Management, LLC | 484 | $29.6K | 0.01% | +484 | New |
| Monetary Management Group Inc | 479 | $29.3K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 474 | $29.0K | 0.01% | +474 | New |
| Covestor Ltd | 457 | $28.0K | 0.02% | −64−12.3% | Reduced |
| Frazier Financial Advisors, LLC | 457 | $28.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 445 | $27.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 427 | $26.1K | 0.00% | +161+60.5% | Added |
| Dynamic Wealth Strategies, LLC | 426 | $26.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 426 | $26.1K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 425 | $26.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 425 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 425 | $26.0K | 0.03% | +7+1.7% | Added |
| Gladwyn Financial Advisors, Inc. | 396 | $24.2K | 0.02% | +5+1.3% | Added |
| American National Bank | 382 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 371 | $22.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 364 | $22.3K | 0.00% | +363+36,300.0% | Added |
| Wolff Wiese Magana LLC | 360 | $22.0K | 0.01% | +100+38.5% | Added |
| Community Bank, N.A. | 350 | $21.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $21.0K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 334 | $20.5K | 0.01% | +3+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 324 | $19.8K | 0.00% | +319+6,380.0% | Added |
| Gables Capital Management Inc. | 320 | $19.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 310 | $19.0K | 0.00% | +310 | New |
| S&T Bank | 304 | $18.6K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 304 | $18.6K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 301 | $18.4K | 0.00% | +301 | New |
| Costello Asset Management, INC | 300 | $18.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 292 | $17.9K | 0.01% | +292 | New |
| Boreal Capital Management LLC | 290 | $17.7K | 0.01% | +100+52.6% | Added |
| Highline Wealth Partners LLC | 281 | $17.2K | 0.00% | +1+0.4% | Added |
| Miller Wealth Advisors, LLC | 280 | $17.1K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 273 | $16.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $16.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $16.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 270 | $16.0K | 0.00% | +8+3.1% | Added |
| Morse Asset Management, Inc | 260 | $15.9K | 0.00% | +60+30.0% | Added |
| Security National Bank | 259 | $15.8K | 0.00% | +100+62.9% | Added |
| Legacy Bridge, LLC | 245 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $14.7K | 0.00% | −140−36.8% | Reduced |
| Pingora Partners LLC | 235 | $14.4K | 0.01% | 00.0% | Unchanged |