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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 9,699 | $593.3K | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 9,697 | $593.2K | 0.01% | +195+2.1% | Added |
| Fidelis Capital Partners, LLC | 9,683 | $592.3K | 0.05% | −205−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 9,661 | $588.5K | 0.06% | −19−0.2% | Reduced |
| Rathbone Brothers plc | 9,620 | $588.5K | 0.00% | +9,620 | New |
| AlphaStar Capital Management, LLC | 9,618 | $588.3K | 0.05% | +645+7.2% | Added |
| Modera Wealth Management, LLC | 9,607 | $587.7K | 0.01% | −81−0.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,582 | $586.1K | 0.11% | −430−4.3% | Reduced |
| Smith, Moore & Co. | 9,535 | $583.3K | 0.04% | +445+4.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,464 | $578.9K | 0.02% | +186+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 9,464 | $578.9K | 0.01% | +694+7.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,357 | $572.4K | 0.04% | −107−1.1% | Reduced |
| WESPAC Advisors, LLC | 9,339 | $571.3K | 0.33% | +9,339 | New |
| Strategic Blueprint, LLC | 9,317 | $569.9K | 0.02% | +263+2.9% | Added |
| Oak Harbor Wealth Partners, LLC | 9,246 | $565.6K | 0.14% | −378−3.9% | Reduced |
| Fragasso Group Inc. | 9,170 | $564.2K | 0.04% | +3,521+62.3% | Added |
| Lewis Asset Management, LLC | 9,212 | $563.5K | 0.23% | +9,212 | New |
| Rowland & Co Investment Counsel | 9,165 | $560.6K | 0.11% | +425+4.9% | Added |
| Savvy Advisors, Inc. | 9,160 | $560.3K | 0.03% | +9,160 | New |
| 1620 Investment Advisors, Inc. | 9,121 | $557.9K | 0.38% | +119+1.3% | Added |
| Triangle Securities Wealth Management | 9,110 | $557.3K | 0.13% | +1,481+19.4% | Added |
| Maridea Wealth Management LLC | 9,026 | $554.6K | 0.09% | +86+1.0% | Added |
| United Advisor Group, LLC | 9,034 | $552.6K | 0.07% | +3,022+50.3% | Added |
| Armstrong Advisory Group, Inc | 9,016 | $551.5K | 0.04% | +20.0% | Added |
| Chapman Financial Group, LLC | 9,010 | $551.1K | 0.38% | −200−2.2% | Reduced |
| FourThought Financial Partners, LLC | 8,996 | $550.3K | 0.05% | +2,035+29.2% | Added |
| MEMBERS Trust Co | 8,981 | $549.4K | 0.02% | +34+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 8,941 | $546.9K | 0.01% | −2,005−18.3% | Reduced |
| LifeWealth Investments, LLC | 8,910 | $545.0K | 0.08% | +66+0.7% | Added |
| Premier Path Wealth Partners, LLC | 8,850 | $541.4K | 0.07% | +68+0.8% | Added |
| Wedbush Securities Inc | 8,844 | $541.0K | 0.02% | −385−4.2% | Reduced |
| Agf Management Ltd | 8,820 | $539.5K | 0.00% | −2,337−20.9% | Reduced |
| Camelot Portfolios, LLC | 8,774 | $536.7K | 0.32% | −1,029−10.5% | Reduced |
| Manchester Capital Management LLC | 8,732 | $534.1K | 0.07% | +646+8.0% | Added |
| Foundations Investment Advisors, LLC | 8,705 | $532.5K | 0.01% | −6,332−42.1% | Reduced |
| Monograph Wealth Advisors, LLC | 8,700 | $532.2K | 0.05% | −20.0% | Reduced |
| Nations Financial Group Inc, | 8,682 | $531.1K | 0.03% | −75−0.9% | Reduced |
| Rockland Trust Co | 8,633 | $528.1K | 0.02% | +8,633 | New |
| Pointe Capital Management LLC | 8,600 | $526.1K | 0.26% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8,585 | $522.6K | 0.08% | +49+0.6% | Added |
| SS&H Financial Advisors, Inc. | 8,493 | $519.5K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 8,486 | $519.1K | 0.02% | −1,873−18.1% | Reduced |
| Adams Wealth Management | 8,475 | $518.4K | 0.11% | −1,339−13.6% | Reduced |
| CacheTech Inc. | 8,475 | $518.4K | 0.10% | −1,339−13.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,604 | $515.4K | 0.06% | −10.0% | Reduced |
| United Asset Strategies, Inc. | 8,402 | $514.0K | 0.04% | +10+0.1% | Added |
| Cresset Asset Management, LLC | 8,400 | $513.8K | 0.00% | +1,783+26.9% | Added |
| Hardin Capital Partners, LLC | 8,386 | $513.0K | 0.28% | −73−0.9% | Reduced |
| Citizens Financial Group Inc | 8,367 | $511.8K | 0.01% | −189−2.2% | Reduced |
| Wetherby Asset Management Inc | 8,336 | $509.9K | 0.02% | −1,991−19.3% | Reduced |
| Optimum Investment Advisors | 8,275 | $506.2K | 0.20% | +600+7.8% | Added |
| VestGen Advisors, LLC | 8,275 | $506.2K | 0.02% | +8,275 | New |
| Bay Rivers Group | 8,263 | $505.4K | 0.21% | −366−4.2% | Reduced |
| Farmers Trust Co | 8,217 | $502.6K | 0.09% | +141+1.7% | Added |
| Cigna Investments Inc | 8,191 | $501.0K | 0.07% | −89−1.1% | Reduced |
| 49 Wealth Management, LLC | 8,180 | $500.4K | 0.05% | +1,119+15.8% | Added |
| Kidder Stephen W | 8,157 | $499.0K | 0.14% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8,133 | $497.5K | 0.17% | −339−4.0% | Reduced |
| Wealth Quarterback LLC | 8,084 | $494.5K | 0.19% | +499+6.6% | Added |
| Empire Financial Management Company, LLC | 8,054 | $492.7K | 0.11% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 8,051 | $492.5K | 0.25% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 8,034 | $491.5K | 0.26% | +3,029+60.5% | Added |
| Outfitter Financial LLC | 8,030 | $491.2K | 0.40% | −100−1.2% | Reduced |
| GWN Securities Inc. | 7,980 | $490.5K | 0.11% | +3,279+69.8% | Added |
| Graver Capital Management, LLC | 8,000 | $489.4K | 0.41% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 7,967 | $487.3K | 0.09% | −1,040−11.5% | Reduced |
| Mainstay Capital Management LLC | 7,959 | $486.9K | 0.05% | −7,959−50.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 7,944 | $485.9K | 0.37% | +540+7.3% | Added |
| Kentucky Trust Co | 7,940 | $485.7K | 0.26% | −325−3.9% | Reduced |
| Guardian Wealth Advisors, LLC | 7,940 | $485.7K | 0.03% | +269+3.5% | Added |
| Summit Financial, LLC | 7,934 | $485.3K | 0.01% | +115+1.5% | Added |
| Signature Estate & Investment Advisors LLC | 7,917 | $484.3K | 0.01% | +258+3.4% | Added |
| BKD Wealth Advisors, LLC | 7,869 | $481.3K | 0.01% | +65+0.8% | Added |
| ICW Investment Advisors LLC | 7,845 | $479.9K | 0.17% | +10+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $477.5K | 0.17% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,786 | $476.3K | 0.02% | +4+0.1% | Added |
| Mutual Advisors, LLC | 7,849 | $476.3K | 0.01% | −709−8.3% | Reduced |
| SeaCrest Wealth Management, LLC | 7,857 | $475.9K | 0.05% | −701−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,779 | $475.8K | 0.01% | −270−3.4% | Reduced |
| Commonwealth Retirement Investments LLC | 7,776 | $475.7K | 0.16% | −699−8.2% | Reduced |
| RVW Wealth, LLC | 7,725 | $472.5K | 0.04% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 7,680 | $469.8K | 0.10% | +7,680 | New |
| Burney Co | 7,660 | $468.6K | 0.01% | −800−9.5% | Reduced |
| Welch Group, LLC | 7,650 | $468.0K | 0.02% | +53+0.7% | Added |
| Vista Cima Wealth Management LLC | 7,649 | $467.9K | 0.39% | +7,649 | New |
| Koshinski Asset Management, Inc. | 7,616 | $465.9K | 0.03% | +30.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,585 | $464.0K | 0.03% | +30.0% | Added |
| Meadowbrook Wealth Management, LLC | 7,575 | $463.4K | 0.48% | +7,575 | New |
| Harmony Asset Management LLC | 7,556 | $462.2K | 0.16% | −149−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,551 | $461.9K | 0.03% | −171−2.2% | Reduced |
| 1st Source Bank | 7,544 | $461.5K | 0.02% | −239−3.1% | Reduced |
| Sunbelt Securities, Inc. | 7,531 | $460.7K | 0.03% | +421+5.9% | Added |
| Leavell Investment Management, Inc. | 7,507 | $459.2K | 0.02% | −2,088−21.8% | Reduced |
| Sar Wealth Management Group, LLC | 7,492 | $458.3K | 0.26% | +20.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,453 | $455.9K | 0.25% | +7,453 | New |
| Investors Asset Management of Georgia Inc | 7,432 | $454.6K | 0.19% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,427 | $454.3K | 0.04% | −165−2.2% | Reduced |
| Cidel Asset Management Inc | 7,413 | $453.5K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $451.0K | 0.14% | +7,417 | New |
| Linscomb & Williams, Inc. | 7,347 | $449.4K | 0.02% | −248−3.3% | Reduced |