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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 7,324 | $448.0K | 0.01% | −1,395−16.0% | Reduced |
| Moneta Group Investment Advisors LLC | 7,305 | $446.8K | 0.00% | −105−1.4% | Reduced |
| Mystic Asset Management, Inc. | 7,297 | $446.4K | 0.10% | +400+5.8% | Added |
| Harbour Investments, Inc. | 7,293 | $446.1K | 0.01% | +734+11.2% | Added |
| Investors Research Corp | 7,266 | $444.5K | 0.08% | −16−0.2% | Reduced |
| Tandem Investment Partners LLC | 7,266 | $444.5K | 0.37% | +7,266 | New |
| Balboa Wealth Partners | 7,228 | $442.1K | 0.08% | +2,634+57.3% | Added |
| Sax Wealth Advisors, LLC | 7,220 | $441.6K | 0.02% | +1,054+17.1% | Added |
| Ancora Advisors, LLC | 7,216 | $441.4K | 0.01% | −2,925−28.8% | Reduced |
| Beech Hill Advisors, Inc. | 7,200 | $440.4K | 0.21% | −500−6.5% | Reduced |
| JBR Co Financial Management Inc | 7,182 | $439.3K | 0.19% | −150−2.0% | Reduced |
| Fiduciary Alliance LLC | 7,147 | $437.2K | 0.03% | +424+6.3% | Added |
| Register Financial Advisors LLC | 7,094 | $433.9K | 0.17% | +334+4.9% | Added |
| National Asset Management, Inc. | 7,058 | $431.7K | 0.02% | −1,357−16.1% | Reduced |
| Colonial Trust Co | 7,056 | $431.6K | 0.06% | +45+0.6% | Added |
| Pure Financial Advisors, Inc. | 7,051 | $431.3K | 0.01% | −55−0.8% | Reduced |
| Private Wealth Partners, LLC | 7,045 | $430.9K | 0.03% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 7,039 | $430.6K | 0.38% | +497+7.6% | Added |
| Stokes Family Office, LLC | 7,023 | $429.6K | 0.04% | +21+0.3% | Added |
| Miracle Mile Advisors, LLC | 7,002 | $428.3K | 0.01% | +560+8.7% | Added |
| Cornerstone Advisory, LLC | 7,000 | $428.2K | 0.04% | +85+1.2% | Added |
| First Command Advisory Services, Inc. | 6,964 | $426.0K | 0.00% | +1,781+34.4% | Added |
| Transcend Wealth Collective, LLC | 6,954 | $425.4K | 0.03% | +1,042+17.6% | Added |
| Parsons Capital Management Inc | 6,939 | $424.5K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,929 | $423.8K | 0.00% | −33,378−82.8% | Reduced |
| Advisory Alpha, LLC | 6,847 | $418.4K | 0.01% | +2,247+48.8% | Added |
| Centurion Wealth Management LLC | 6,839 | $418.3K | 0.10% | +335+5.2% | Added |
| Evergreen Capital Management LLC | 6,823 | $417.4K | 0.01% | +1,005+17.3% | Added |
| EverSource Wealth Advisors, LLC | 6,808 | $416.4K | 0.02% | +235+3.6% | Added |
| Busey Wealth Management | 6,803 | $416.1K | 0.01% | +384+6.0% | Added |
| Walleye Capital LLC | 6,765 | $413.8K | 0.00% | −588−8.0% | Reduced |
| Simplicity Wealth,LLC | 6,749 | $412.8K | 0.02% | +6,749 | New |
| Baader Bank INC | 6,838 | $412.8K | 0.03% | +6,838 | New |
| Hantz Financial Services, Inc. | 6,734 | $412.0K | 0.01% | −710−9.5% | Reduced |
| Brookwood Investment Group LLC | 6,728 | $411.6K | 0.05% | +6,728 | New |
| Regal Investment Advisors LLC | 6,718 | $410.9K | 0.03% | +2,161+47.4% | Added |
| Castle Rock Wealth Management, LLC | 6,708 | $409.7K | 0.09% | +6,708 | New |
| Envestnet Portfolio Solutions, Inc. | 6,683 | $408.8K | 0.00% | −3,081−31.6% | Reduced |
| Quotient Wealth Partners, LLC | 6,671 | $408.1K | 0.01% | −1,124−14.4% | Reduced |
| Blue Rock Wealth Management LLC | 6,629 | $406.5K | 0.25% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 6,626 | $405.3K | 0.19% | +6+0.1% | Added |
| Nilsine Partners, LLC | 6,622 | $405.1K | 0.04% | −229−3.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 6,625 | $405.0K | 0.28% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6,616 | $404.7K | 0.01% | +734+12.5% | Added |
| Journey Strategic Wealth LLC | 6,586 | $402.9K | 0.01% | +1,201+22.3% | Added |
| Abacus Planning Group, Inc. | 6,583 | $402.7K | 0.06% | +9+0.1% | Added |
| Triad Wealth Partners, LLC | 6,549 | $400.6K | 0.05% | +863+15.2% | Added |
| Alpha Family Trust | 6,540 | $400.1K | 0.19% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 6,708 | $399.3K | 0.04% | +6,708 | New |
| Capital Analysts, LLC | 6,494 | $397.0K | 0.01% | +16+0.2% | Added |
| OLIO Financial Planning | 6,477 | $396.2K | 0.12% | +13+0.2% | Added |
| RFG Advisory, LLC | 6,432 | $393.5K | 0.01% | −5,049−44.0% | Reduced |
| Thrive Capital Management, LLC | 6,420 | $392.7K | 0.10% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 6,400 | $391.5K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,367 | $389.5K | 0.05% | +499+8.5% | Added |
| Johnson Investment Counsel Inc | 6,365 | $389.4K | 0.00% | +525+9.0% | Added |
| International Private Wealth Advisors LLC | 6,282 | $384.3K | 0.24% | −751−10.7% | Reduced |
| Kovack Advisors, Inc. | 6,269 | $383.5K | 0.04% | −1,241−16.5% | Reduced |
| Evoke Wealth, LLC | 6,243 | $381.9K | 0.01% | +96+1.6% | Added |
| Evermay Wealth Management LLC | 6,238 | $381.6K | 0.04% | 00.0% | Unchanged |
| United Bank | 6,233 | $381.3K | 0.05% | −410−6.2% | Reduced |
| Hudock, Inc. | 6,210 | $379.9K | 0.06% | −398−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 6,205 | $379.6K | 0.02% | +1,150+22.7% | Added |
| Salem Investment Counselors Inc | 6,192 | $378.8K | 0.01% | +375+6.4% | Added |
| Formidable Asset Management, LLC | 6,653 | $376.0K | 0.06% | +1,066+19.1% | Added |
| Walker Asset Management, LLC | 6,142 | $375.7K | 0.21% | +65+1.1% | Added |
| Private Client Services, LLC | 6,093 | $372.7K | 0.12% | −141−2.3% | Reduced |
| Romano Brothers and Company | 6,132 | $371.7K | 0.04% | +6,132 | New |
| Optas, LLC | 6,048 | $370.0K | 0.06% | +140+2.4% | Added |
| Curat Global, LLC | 6,065 | $369.7K | 0.35% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,029 | $368.8K | 0.01% | +998+19.8% | Added |
| Cypress Capital Group | 6,015 | $367.9K | 0.04% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,001 | $367.1K | 0.27% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,983 | $366.0K | 0.06% | +5,983 | New |
| Financial Sense Advisors, Inc. | 5,978 | $365.7K | 0.07% | +8+0.1% | Added |
| St Germain D J Co Inc | 5,977 | $365.6K | 0.01% | −465−7.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $365.5K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,929 | $362.7K | 0.07% | +829+16.3% | Added |
| Montag A & Associates Inc | 5,915 | $361.8K | 0.02% | −401−6.3% | Reduced |
| Aprio Wealth Management, LLC | 5,906 | $361.3K | 0.04% | +5,906 | New |
| Group One Trading, L.P. | 5,906 | $361.3K | 0.01% | +4,042+216.8% | Added |
| Bayesian Capital Management, LP | 5,900 | $360.9K | 0.07% | +5,900 | New |
| Shell Asset Management Co | 5,887 | $360.0K | 0.04% | −1,943−24.8% | Reduced |
| Leonteq Securities AG | 5,875 | $359.4K | 0.02% | +5,511+1,514.0% | Added |
| Firethorn Wealth Partners, LLC | 5,869 | $359.0K | 0.14% | +5,869 | New |
| Warner Financial, Inc | 5,828 | $356.0K | 0.13% | +5,828 | New |
| Cullen Capital Management LLC | 5,800 | $354.8K | 0.00% | −136−2.3% | Reduced |
| Capital Management Corp | 5,789 | $354.1K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,800 | $354.0K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,763 | $352.5K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,726 | $350.3K | 0.01% | −68−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 5,710 | $349.3K | 0.04% | −1,500−20.8% | Reduced |
| denkapparat Operations GmbH | 5,696 | $348.4K | 0.22% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,693 | $348.2K | 0.15% | −131−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,672 | $346.7K | 0.01% | +1,374+32.0% | Added |
| Howard Capital Management Inc. | 5,659 | $346.2K | 0.00% | +180+3.3% | Added |
| Moody Lynn & Lieberson, LLC | 5,657 | $346.0K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,643 | $345.2K | 0.10% | −357−5.9% | Reduced |
| Adirondack Trust Co | 5,642 | $345.1K | 0.12% | −30−0.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,631 | $344.5K | 0.10% | −186−3.2% | Reduced |