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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 13,754 | $841.3K | 0.01% | −1,287−8.6% | Reduced |
| Cornercap Investment Counsel Inc | 13,591 | $831.4K | 0.41% | −230−1.7% | Reduced |
| Navalign, LLC | 13,572 | $830.2K | 0.22% | +160+1.2% | Added |
| BancorpSouth Bank | 13,547 | $828.7K | 0.05% | +614+4.7% | Added |
| HBW Advisory Services LLC | 13,486 | $824.9K | 0.09% | +689+5.4% | Added |
| Nwam LLC | 13,410 | $823.8K | 0.04% | +13,410 | New |
| Pittenger & Anderson Inc | 13,465 | $823.7K | 0.03% | +2,715+25.3% | Added |
| Umb Bank N A | 13,448 | $822.6K | 0.01% | −111−0.8% | Reduced |
| Eagle Harbor Asset Management Inc | 13,410 | $820.3K | 0.71% | −1,554−10.4% | Reduced |
| Geneos Wealth Management Inc. | 13,403 | $819.9K | 0.02% | −3,414−20.3% | Reduced |
| Pensionmark Financial Group, LLC | 13,378 | $818.3K | 0.02% | +4,224+46.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 13,359 | $817.2K | 0.47% | −71−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 13,333 | $815.6K | 0.03% | +13,333 | New |
| Archford Capital Strategies, LLC | 13,318 | $814.7K | 0.10% | −60.0% | Reduced |
| Prosperity Consulting Group, LLC | 13,186 | $806.6K | 0.04% | +633+5.0% | Added |
| San Luis Wealth Advisors LLC | 13,132 | $803.3K | 0.14% | +865+7.1% | Added |
| Elm Partners Management LLC | 13,078 | $800.0K | 0.04% | +9+0.1% | Added |
| Parcion Private Wealth LLC | 13,073 | $799.7K | 0.05% | +648+5.2% | Added |
| South State Corp. | 12,979 | $793.9K | 0.04% | +548+4.4% | Added |
| Confluence Wealth Services, Inc. | 12,924 | $790.6K | 0.04% | −993−7.1% | Reduced |
| Brighton Jones LLC | 12,916 | $790.1K | 0.02% | +1,092+9.2% | Added |
| Marco Investment Management LLC | 12,834 | $785.1K | 0.06% | −1,800−12.3% | Reduced |
| Birch Hill Investment Advisors LLC | 12,787 | $782.2K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 12,692 | $776.4K | 0.03% | −532−4.0% | Reduced |
| Diversify Advisory Services, LLC | 13,131 | $768.0K | 0.03% | +730+5.9% | Added |
| Chickasaw Capital Management LLC | 12,544 | $767.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,282 | $765.7K | 0.06% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 12,477 | $760.1K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 12,315 | $753.3K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,300 | $752.4K | 0.03% | −409−3.2% | Reduced |
| Tema ETFs LLC | 12,244 | $749.0K | 0.06% | +12,244 | New |
| Legacy Wealth Asset Management, LLC | 12,225 | $747.8K | 0.18% | +4,067+49.9% | Added |
| Holderness Investments Co | 12,153 | $743.4K | 0.15% | +35+0.3% | Added |
| SPC Financial, Inc. | 12,145 | $742.9K | 0.06% | −34−0.3% | Reduced |
| Miller Financial Services LLC | 12,124 | $741.6K | 0.86% | +1,730+16.6% | Added |
| Rahlfs Capital, LLC | 12,050 | $737.1K | 0.58% | 00.0% | Unchanged |
| Main Street Group, LTD | 11,957 | $731.4K | 0.21% | −960−7.4% | Reduced |
| Ti-Trust, Inc | 11,929 | $729.7K | 0.46% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,890 | $727.3K | 0.04% | −221−1.8% | Reduced |
| Parallel Advisors, LLC | 11,883 | $726.9K | 0.01% | +2,550+27.3% | Added |
| Apella Capital, LLC | 11,963 | $725.2K | 0.02% | +4,002+50.3% | Added |
| Venture Visionary Partners LLC | 11,847 | $724.7K | 0.02% | −299−2.5% | Reduced |
| Csenge Advisory Group | 11,842 | $724.4K | 0.03% | −267−2.2% | Reduced |
| Centennial Wealth Advisory LLC | 11,794 | $721.5K | 0.20% | +999+9.3% | Added |
| BCGM Wealth Management, LLC | 11,776 | $720.3K | 0.19% | −848−6.7% | Reduced |
| Adalta Capital Management LLC | 11,700 | $715.7K | 0.32% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 11,695 | $715.4K | 0.03% | +199+1.7% | Added |
| Vista Investment Partners LLC | 11,612 | $710.3K | 0.20% | −30−0.3% | Reduced |
| Heritage Trust Co | 11,611 | $710.3K | 0.08% | +2,413+26.2% | Added |
| Wealthspire Advisors, LLC | 11,609 | $710.1K | 0.00% | +1,749+17.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,582 | $708.5K | 0.03% | −16−0.1% | Reduced |
| V-Square Quantitative Management LLC | 11,484 | $702.5K | 0.12% | +68+0.6% | Added |
| Atomi Financial Group, Inc. | 11,465 | $701.3K | 0.02% | +2,341+25.7% | Added |
| Hendershot Investments Inc. | 11,433 | $699.4K | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 11,300 | $691.2K | 0.55% | +11,300 | New |
| Federated Hermes, Inc. | 11,259 | $688.7K | 0.00% | +7,747+220.6% | Added |
| Bragg Financial Advisors, Inc | 11,251 | $688.3K | 0.02% | −3,441−23.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $685.1K | 0.05% | 00.0% | Unchanged |
| Allianz SE | 11,120 | $680.2K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 11,106 | $679.4K | 0.18% | +115+1.0% | Added |
| Heritage Investors Management Corp | 11,028 | $675.0K | 0.02% | −100−0.9% | Reduced |
| HighPoint Advisor Group LLC | 11,022 | $674.2K | 0.03% | +890+8.8% | Added |
| MONECO Advisors, LLC | 10,998 | $672.7K | 0.06% | +371+3.5% | Added |
| Grimes & Company, Inc. | 10,985 | $672.0K | 0.02% | +88+0.8% | Added |
| Bay Capital Advisors, LLC | 10,952 | $669.9K | 0.44% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,921 | $668.0K | 0.02% | −930−7.8% | Reduced |
| Callan Family Office, LLC | 10,917 | $667.8K | 0.02% | −2,449−18.3% | Reduced |
| GTS Securities LLC | 10,909 | $667.3K | 0.03% | −729−6.3% | Reduced |
| Midwest Professional Planners, LTD. | 10,898 | $666.7K | 0.16% | −68−0.6% | Reduced |
| Anchor Investment Management, LLC | 10,884 | $665.8K | 0.06% | +20.0% | Added |
| Armis Advisers, LLC | 11,371 | $665.1K | 0.06% | +2,825+33.1% | Added |
| Wedmont Private Capital | 10,891 | $662.9K | 0.02% | +2,454+29.1% | Added |
| Chemung Canal Trust Co | 10,802 | $660.8K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 10,779 | $659.4K | 0.07% | +431+4.2% | Added |
| Stratos Wealth Advisors, LLC | 10,774 | $659.1K | 0.03% | +773+7.7% | Added |
| Sumitomo Life Insurance Co | 10,745 | $657.3K | 0.02% | −455−4.1% | Reduced |
| Archetype Wealth Partners | 10,726 | $656.0K | 0.08% | +4,005+59.6% | Added |
| Capital Asset Advisory Services LLC | 10,666 | $652.4K | 0.03% | −11−0.1% | Reduced |
| HBK Sorce Advisory LLC | 10,562 | $651.6K | 0.02% | +1,875+21.6% | Added |
| Stony Point Wealth Management Inc. | 10,617 | $649.4K | 0.26% | −1,540−12.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,557 | $645.8K | 0.05% | −149−1.4% | Reduced |
| Key Financial Inc | 10,580 | $644.3K | 0.12% | −13−0.1% | Reduced |
| Plimoth Trust Co LLC | 10,515 | $643.2K | 0.15% | −420−3.8% | Reduced |
| Versor Investments LP | 10,472 | $640.6K | 0.12% | +10,472 | New |
| Catalytic Wealth RIA, LLC | 10,472 | $640.6K | 0.02% | +10,472 | New |
| CX Institutional | 10,465 | $640.0K | 0.02% | +4,586+78.0% | Added |
| Joel Isaacson & Co., LLC | 10,435 | $638.3K | 0.02% | +62+0.6% | Added |
| Skopos Labs, Inc. | 11,424 | $638.2K | 0.09% | −31−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 10,391 | $635.6K | 0.09% | +34+0.3% | Added |
| Smartleaf Asset Management LLC | 10,361 | $631.2K | 0.04% | +4,526+77.6% | Added |
| Vontobel Holding Ltd. | 10,193 | $623.5K | 0.00% | +10,193 | New |
| Essential Partners LLC | 10,167 | $621.9K | 0.21% | +53+0.5% | Added |
| Commerzbank Aktiengesellschaft | 10,125 | $620.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10,032 | $613.7K | 0.24% | −111−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,019 | $612.9K | 0.04% | +93+0.9% | Added |
| Catalyst Financial Partners LLC | 9,965 | $609.6K | 0.07% | +1,038+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 9,828 | $604.7K | 0.01% | −339−3.3% | Reduced |
| IFP Advisors, Inc | 9,864 | $603.4K | 0.02% | −6,849−41.0% | Reduced |
| Hayek Kallen Investment Management | 9,828 | $601.0K | 0.19% | −200−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,776 | $598.0K | 0.06% | +676+7.4% | Added |