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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 30,376 | $1.86M | 0.35% | −16,123−34.7% | Reduced |
| Berkshire Bank | 30,362 | $1.86M | 0.40% | −711−2.3% | Reduced |
| Ascent Wealth Partners, LLC | 30,341 | $1.86M | 0.22% | −150−0.5% | Reduced |
| Apollon Wealth Management, LLC | 30,302 | $1.85M | 0.03% | −637−2.1% | Reduced |
| Level Four Advisory Services, LLC | 30,224 | $1.85M | 0.06% | +852+2.9% | Added |
| South Dakota Investment Council | 30,184 | $1.85M | 0.04% | −5,500−15.4% | Reduced |
| Intech Investment Management LLC | 30,136 | $1.84M | 0.02% | −60.0% | Reduced |
| Marex Group plc | 30,000 | $1.84M | 0.02% | +30,000 | New |
| Verus Financial Partners, Inc. | 29,965 | $1.83M | 0.18% | +10,642+55.1% | Added |
| Horizon Investments, LLC | 29,950 | $1.83M | 0.02% | +5,239+21.2% | Added |
| Concurrent Investment Advisors, LLC | 29,855 | $1.83M | 0.03% | +275+0.9% | Added |
| Lowe Brockenbrough & Co Inc | 29,626 | $1.81M | 0.09% | +3,079+11.6% | Added |
| Empirical Finance, LLC | 29,555 | $1.81M | 0.09% | +315+1.1% | Added |
| Empowered Funds, LLC | 29,426 | $1.80M | 0.02% | +9,091+44.7% | Added |
| Total Clarity Wealth Management, Inc. | 29,268 | $1.79M | 0.48% | +688+2.4% | Added |
| GAMMA Investing LLC | 29,262 | $1.79M | 0.10% | +2,753+10.4% | Added |
| Merit Financial Group, LLC | 29,018 | $1.78M | 0.02% | +9,049+45.3% | Added |
| 3Chopt Investment Partners, LLC | 28,925 | $1.77M | 0.40% | −2,662−8.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 28,528 | $1.75M | 0.04% | +1,489+5.5% | Added |
| Greenwood Capital Associates LLC | 28,490 | $1.74M | 0.20% | +10.0% | Added |
| Rodgers Brothers Inc. | 28,415 | $1.74M | 0.21% | −1,250−4.2% | Reduced |
| Vident Advisory, LLC | 28,178 | $1.72M | 0.02% | +2,129+8.2% | Added |
| Federation des caisses Desjardins du Quebec | 27,997 | $1.71M | 0.01% | +4,684+20.1% | Added |
| Farther Finance Advisors, LLC | 27,476 | $1.68M | 0.03% | +14,509+111.9% | Added |
| Simmons Bank | 27,285 | $1.67M | 0.11% | +2,773+11.3% | Added |
| Central Trust Co | 27,247 | $1.67M | 0.03% | −106−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,200 | $1.66M | 0.02% | −40.0% | Reduced |
| Providence First Trust Co | 27,189 | $1.66M | 0.58% | +1,000+3.8% | Added |
| Taylor Hoffman Capital Management LLC | 27,022 | $1.65M | 0.52% | −329−1.2% | Reduced |
| SG Americas Securities, LLC | 26,899 | $1.65M | 0.01% | −258,841−90.6% | Reduced |
| Vise Technologies, Inc. | 26,838 | $1.64M | 0.06% | −6,094−18.5% | Reduced |
| Alpha Omega Wealth Management LLC | 26,634 | $1.63M | 0.27% | −2,700−9.2% | Reduced |
| Park Avenue Securities LLC | 26,502 | $1.62M | 0.01% | −269−1.0% | Reduced |
| Bull Street Advisors, LLC | 26,450 | $1.62M | 0.76% | +725+2.8% | Added |
| Sequoia Financial Advisors, LLC | 26,388 | $1.61M | 0.01% | −819−3.0% | Reduced |
| Alaethes Wealth LLC | 26,241 | $1.61M | 0.46% | +26,241 | New |
| Coldstream Capital Management Inc | 26,199 | $1.60M | 0.02% | +559+2.2% | Added |
| Assenagon Asset Management S.A. | 26,173 | $1.60M | 0.00% | +654+2.6% | Added |
| Palisade Asset Management, LLC | 26,158 | $1.60M | 0.15% | +130.0% | Added |
| Richard Bernstein Advisors LLC | 26,086 | $1.60M | 0.05% | −26,555−50.4% | Reduced |
| 44 Wealth Management LLC | 25,937 | $1.59M | 0.54% | +7,651+41.8% | Added |
| Kingsview Wealth Management, LLC | 25,776 | $1.58M | 0.02% | +378+1.5% | Added |
| Resources Investment Advisors, LLC. | 25,280 | $1.55M | 0.02% | −1,680−6.2% | Reduced |
| Lee Danner & Bass Inc | 25,236 | $1.54M | 0.11% | −150−0.6% | Reduced |
| Capital Investment Counsel, Inc | 25,119 | $1.54M | 0.19% | −100−0.4% | Reduced |
| Pensionfund Sabic | 24,400 | $1.49M | 0.41% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 24,253 | $1.48M | 0.13% | −146−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 23,892 | $1.46M | 0.11% | +23,892 | New |
| Kovitz Investment Group Partners, LLC | 23,657 | $1.45M | 0.01% | +1,367+6.1% | Added |
| Platform Technology Partners | 23,448 | $1.43M | 0.34% | +2,913+14.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,402 | $1.43M | 0.01% | +5,785+32.8% | Added |
| Personal Cfo Solutions, LLC | 23,200 | $1.42M | 0.25% | −334−1.4% | Reduced |
| Benjamin Edwards Inc | 23,067 | $1.41M | 0.02% | +4,819+26.4% | Added |
| MUFG Securities Americas Inc. | 23,014 | $1.41M | 0.09% | +4,114+21.8% | Added |
| Squarepoint Ops LLC | 22,764 | $1.39M | 0.00% | −2,568−10.1% | Reduced |
| NovaPoint Capital, LLC | 22,740 | $1.39M | 0.34% | +2,641+13.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 22,588 | $1.38M | 0.04% | +960+4.4% | Added |
| Tounjian Advisory Partners, LLC | 22,548 | $1.38M | 0.46% | −2,518−10.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,460 | $1.37M | 0.09% | −331−1.5% | Reduced |
| Advisory Services Network, LLC | 22,430 | $1.37M | 0.02% | −12,296−35.4% | Reduced |
| Valmark Advisers, Inc. | 22,404 | $1.37M | 0.02% | −33−0.1% | Reduced |
| Tradewinds, LLC. | 22,329 | $1.37M | 0.33% | +22,329 | New |
| Snowden Capital Advisors LLC | 22,260 | $1.36M | 0.04% | +2,022+10.0% | Added |
| TD Private Client Wealth LLC | 22,234 | $1.36M | 0.03% | +7,588+51.8% | Added |
| Redwood Investment Management, LLC | 22,230 | $1.36M | 0.15% | −9,548−30.0% | Reduced |
| Meketa Investment Group Inc | 21,944 | $1.34M | 4.41% | −5,888−21.2% | Reduced |
| Ronald Blue Trust, Inc. | 21,915 | $1.34M | 0.02% | −142−0.6% | Reduced |
| Savant Capital, LLC | 21,892 | $1.34M | 0.01% | +10,313+89.1% | Added |
| Aptus Capital Advisors, LLC | 21,835 | $1.34M | 0.01% | +1,600+7.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,516 | $1.32M | 0.01% | +2,361+12.3% | Added |
| Voleon Capital Management LP | 21,304 | $1.30M | 0.03% | +12,443+140.4% | Added |
| Harbor Capital Advisors, Inc. | 21,305 | $1.30M | 0.10% | +577+2.8% | Added |
| Westpac Banking Corp | 21,283 | $1.30M | 0.08% | −10,151−32.3% | Reduced |
| Concord Wealth Partners | 21,201 | $1.30M | 0.18% | +756+3.7% | Added |
| TCG Advisory Services, LLC | 21,195 | $1.30M | 0.05% | +1,076+5.3% | Added |
| Warren Averett Asset Management, LLC | 21,101 | $1.29M | 0.01% | +2,963+16.3% | Added |
| Concord Asset Management, LLC | 20,986 | $1.28M | 0.23% | +541+2.6% | Added |
| Andra AP-fonden | 20,882 | $1.28M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 20,870 | $1.28M | 0.00% | −16,837−44.7% | Reduced |
| Spirit of America Management Corp | 20,600 | $1.26M | 0.25% | 00.0% | Unchanged |
| Danske Bank A/S | 20,600 | $1.26M | 0.00% | +800+4.0% | Added |
| Nomura Holdings Inc | 20,479 | $1.25M | 0.01% | +20,479 | New |
| Donaldson Capital Management, LLC | 20,411 | $1.25M | 0.04% | +1,408+7.4% | Added |
| Cullinan Associates Inc | 20,378 | $1.25M | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,161 | $1.23M | 0.01% | +7,253+56.2% | Added |
| Future Fund LLC | 20,127 | $1.23M | 0.43% | +4,025+25.0% | Added |
| Trust Co of Toledo NA | 19,836 | $1.21M | 0.12% | −569−2.8% | Reduced |
| Woodstock Corp | 19,824 | $1.21M | 0.11% | +430+2.2% | Added |
| Frank, Rimerman Advisors LLC | 19,739 | $1.21M | 0.08% | −137−0.7% | Reduced |
| Chicago Capital, LLC | 19,544 | $1.20M | 0.03% | +1,875+10.6% | Added |
| Tower Research Capital LLC (TRC) | 19,509 | $1.19M | 0.03% | +10,124+107.9% | Added |
| Farringdon Capital, Ltd. | 19,447 | $1.19M | 0.30% | +19,447 | New |
| Spire Wealth Management | 19,423 | $1.19M | 0.04% | +2,600+15.5% | Added |
| Burke & Herbert Bank & Trust Co | 19,378 | $1.19M | 0.25% | −651−3.3% | Reduced |
| Verdence Capital Advisors LLC | 19,457 | $1.18M | 0.07% | +15,092+345.8% | Added |
| Principal Securities, Inc. | 19,281 | $1.18M | 0.02% | +1,277+7.1% | Added |
| HM Payson & Co | 19,112 | $1.17M | 0.02% | +10,000+109.7% | Added |
| Stonegate Investment Group, LLC | 18,914 | $1.16M | 0.03% | +1,769+10.3% | Added |
| Marietta Investment Partners LLC | 18,898 | $1.16M | 0.22% | +14+0.1% | Added |
| NBT Bank N A | 16,684 | $1.15M | 0.07% | −2,782−14.3% | Reduced |