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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 18,857 | $1.15M | 0.38% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 18,700 | $1.14M | 0.04% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 18,693 | $1.14M | 0.02% | +2,000+12.0% | Added |
| Radnor Capital Management, LLC | 18,620 | $1.14M | 0.17% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 18,574 | $1.14M | 0.04% | +493+2.7% | Added |
| Blueshift Asset Management, LLC | 18,510 | $1.13M | 0.35% | +18,510 | New |
| Waters Parkerson & Co., LLC | 18,326 | $1.12M | 0.05% | +700+4.0% | Added |
| Pettyjohn, Wood & White, Inc | 18,213 | $1.11M | 0.18% | −1,740−8.7% | Reduced |
| Stock Yards Bank & Trust Co | 18,186 | $1.11M | 0.03% | −600−3.2% | Reduced |
| City Holding Co | 18,122 | $1.11M | 0.14% | −1,165−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 18,119 | $1.11M | 0.03% | −4,456−19.7% | Reduced |
| Bokf, NA | 18,077 | $1.11M | 0.02% | +6,280+53.2% | Added |
| Occudo Quantitative Strategies LP | 18,047 | $1.10M | 0.13% | +18,047 | New |
| ABN AMRO Bank N.V. | 18,100 | $1.10M | 0.01% | −2,329−11.4% | Reduced |
| Rbo & Co LLC | 17,976 | $1.10M | 0.17% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,930 | $1.10M | 0.50% | −679−3.6% | Reduced |
| Scotia Capital Inc. | 17,853 | $1.09M | 0.00% | +275+1.6% | Added |
| Bridgewater Associates, LP | 17,777 | $1.09M | 0.00% | +17,777 | New |
| Signaturefd, LLC | 17,614 | $1.08M | 0.02% | +737+4.4% | Added |
| Founders Financial Alliance, LLC | 17,558 | $1.07M | 0.20% | +9+0.1% | Added |
| Elmwood Wealth Management, Inc. | 17,414 | $1.07M | 0.38% | +190+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 17,345 | $1.06M | 0.01% | +364+2.1% | Added |
| Keystone Financial Group | 17,207 | $1.05M | 0.08% | +104+0.6% | Added |
| Everence Capital Management Inc | 17,170 | $1.05M | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,888 | $1.03M | 0.01% | +173+1.0% | Added |
| Tred Avon Family Wealth, LLC | 16,873 | $1.03M | 0.35% | +16,873 | New |
| Cornerstone Wealth Group, LLC | 16,768 | $1.03M | 0.07% | +139+0.8% | Added |
| Perigon Wealth Management, LLC | 16,712 | $1.02M | 0.02% | +8,633+106.9% | Added |
| Salvus Wealth Management, LLC | 16,707 | $1.02M | 0.57% | −67−0.4% | Reduced |
| Innovative Wealth Building LLC | 16,625 | $1.02M | 0.79% | +182+1.1% | Added |
| Chesley Taft & Associates LLC | 16,542 | $1.01M | 0.04% | −35−0.2% | Reduced |
| First Financial Bankshares Inc | 16,538 | $1.01M | 0.02% | +154+0.9% | Added |
| Ci Investments Inc. | 16,499 | $1.01M | 0.00% | −4,669−22.1% | Reduced |
| Wealthcare Advisory Partners LLC | 16,488 | $1.01M | 0.02% | +106+0.6% | Added |
| First Horizon Corp | 16,465 | $1.01M | 0.05% | +16,465 | New |
| Mason & Associates, LLC | 17,812 | $1.01M | 0.25% | 00.0% | Unchanged |
| Dover Advisors, LLC | 16,395 | $1.00M | 0.40% | +4,475+37.5% | Added |
| StoneX Group Inc. | 16,367 | $1.00M | 0.04% | +1,165+7.7% | Added |
| MUFG Securities EMEA plc | 16,335 | $999.2K | 0.03% | +13,815+548.2% | Added |
| NorthRock Partners, LLC | 16,233 | $993.0K | 0.02% | +3,906+31.7% | Added |
| Sigma Planning Corp | 16,142 | $987.4K | 0.03% | −1,738−9.7% | Reduced |
| Inspire Advisors, LLC | 15,955 | $976.0K | 0.09% | −5,629−26.1% | Reduced |
| Elevated Capital Advisors, LLC | 15,858 | $970.0K | 0.24% | −2,222−12.3% | Reduced |
| Thomasville National Bank | 15,784 | $965.5K | 0.06% | −853−5.1% | Reduced |
| Claris Financial LLC | 15,760 | $964.1K | 0.55% | +2,972+23.2% | Added |
| Buckingham Strategic Partners | 15,766 | $962.3K | 0.01% | −2,192−12.2% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $960.4K | 0.14% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,681 | $959.2K | 0.12% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 15,662 | $958.0K | 0.45% | +880+6.0% | Added |
| Trust Co of Vermont | 15,645 | $957.0K | 0.04% | −370−2.3% | Reduced |
| Jacobi Capital Management LLC | 15,556 | $951.6K | 0.06% | −107−0.7% | Reduced |
| Culbertson A N & Co Inc | 15,512 | $948.8K | 0.13% | +345+2.3% | Added |
| Whitener Capital Management, Inc. | 15,505 | $948.4K | 0.23% | +700+4.7% | Added |
| PBMares Wealth Management LLC | 15,497 | $948.0K | 0.15% | −249−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,480 | $946.9K | 0.00% | −8,119−34.4% | Reduced |
| Keel Point, LLC | 15,466 | $946.1K | 0.06% | +33+0.2% | Added |
| Patten Group, Inc. | 15,431 | $943.9K | 0.18% | −113−0.7% | Reduced |
| FineMark National Bank & Trust | 15,368 | $940.1K | 0.03% | +76+0.5% | Added |
| Haverford Trust Co | 15,363 | $939.8K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,348 | $938.8K | 0.05% | +2,615+20.5% | Added |
| Exencial Wealth Advisors, LLC | 15,333 | $937.9K | 0.03% | +1,194+8.4% | Added |
| Belpointe Asset Management LLC | 15,308 | $936.4K | 0.04% | −272−1.7% | Reduced |
| QRG Capital Management, Inc. | 15,143 | $926.3K | 0.01% | +3,895+34.6% | Added |
| CoreCap Advisors, LLC | 15,121 | $925.0K | 0.03% | +298+2.0% | Added |
| Jeppson Wealth Management, LLC | 15,114 | $924.5K | 0.29% | −300−1.9% | Reduced |
| Ethic Inc. | 15,099 | $923.6K | 0.02% | +2,565+20.5% | Added |
| Prudential PLC | 15,050 | $920.6K | 0.01% | 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 |
| Cito Capital Group, LLC | 15,000 | $918.0K | 0.27% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,975 | $916.0K | 0.05% | −933−5.9% | Reduced |
| Vista Investment Management | 14,806 | $905.7K | 0.32% | 00.0% | Unchanged |
| Bessemer Group Inc | 14,766 | $904.0K | 0.00% | +6,749+84.2% | Added |
| Meeder Advisory Services, Inc. | 14,632 | $895.0K | 0.04% | +492+3.5% | Added |
| Farmers & Merchants Investments Inc | 14,630 | $894.9K | 0.03% | −80−0.5% | Reduced |
| Ossiam | 14,564 | $890.9K | 0.01% | −8,638−37.2% | Reduced |
| Hilltop Holdings Inc. | 14,541 | $889.5K | 0.05% | −448−3.0% | Reduced |
| Altshuler Shaham Ltd | 14,533 | $889.0K | 0.01% | +3,935+37.1% | Added |
| We Are One Seven, LLC | 14,530 | $888.8K | 0.02% | +6,252+75.5% | Added |
| Heritage Wealth Advisors | 14,528 | $888.7K | 0.04% | +20+0.1% | Added |
| Brown Brothers Harriman & Co | 14,435 | $883.0K | 0.01% | +2,238+18.3% | Added |
| Bearing Point Capital, LLC | 14,400 | $880.8K | 0.15% | +700+5.1% | Added |
| Excalibur Management Corp | 14,374 | $879.3K | 0.32% | +40.0% | Added |
| Hamilton Wealth, LLC | 14,338 | $877.1K | 0.18% | +14,338 | New |
| Liberty One Investment Management, LLC | 14,219 | $869.7K | 0.05% | +2,377+20.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 14,184 | $867.7K | 0.55% | +145+1.0% | Added |
| Global Retirement Partners, LLC | 14,171 | $866.8K | 0.02% | +1,154+8.9% | Added |
| Sovereign Financial Group, Inc. | 14,138 | $864.8K | 0.16% | +169+1.2% | Added |
| Clarion Wealth Managment Partners, LLC | 14,106 | $862.9K | 0.85% | −152−1.1% | Reduced |
| Sagespring Wealth Partners, LLC | 14,090 | $861.9K | 0.02% | −207−1.4% | Reduced |
| CAPROCK Group, Inc. | 14,380 | $861.4K | 0.02% | +14,380 | New |
| RiverFront Investment Group, LLC | 14,068 | $860.5K | 0.02% | +1,591+12.8% | Added |
| Ballentine Partners, LLC | 14,021 | $857.7K | 0.01% | −41−0.3% | Reduced |
| Arrow Financial Corp | 14,008 | $856.9K | 0.09% | −81−0.6% | Reduced |
| Meridian Financial Partners LLC | 14,136 | $856.2K | 0.36% | +20.0% | Added |
| Longfellow Investment Management Co LLC | 13,937 | $852.5K | 0.20% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 13,881 | $849.1K | 0.13% | +144+1.0% | Added |
| Glenview Trust Co | 13,869 | $848.4K | 0.01% | −4,970−26.4% | Reduced |
| Paradigm Financial Partners, LLC | 13,803 | $844.3K | 0.09% | −946−6.4% | Reduced |
| TCTC Holdings, LLC | 13,778 | $842.8K | 0.03% | −250−1.8% | Reduced |