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, Q4 2025
Institutional positions in Dominion Energy, Inc as of Dec 31, 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
- 1,453
- +67 vs. Q3 2025
- Shares held
- 725.3M
- +28.9M (+4.2%) vs. Q3 2025
- Total value
- $42.5B
- −$102.2M (−0.2%) vs. Q3 2025
- New holders
- 176
- 538 more added
- Sold out
- 109
- 512 more reduced
26 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 187 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 180 | $11.2K | 0.00% | +180 | New |
| Transamerica Financial Advisors, Inc. | 193 | $11.3K | 0.00% | −131−40.4% | Reduced |
| Lodestone Wealth Management LLC | 194 | $11.4K | 0.00% | +194 | New |
| Havemeyer Place LP | 195 | $11.4K | 0.00% | +195 | New |
| 1015 Capital Partners, LLC | 196 | $11.5K | 0.01% | +196 | New |
| Princeton Global Asset Management LLC | 198 | $11.6K | 0.00% | +1+0.5% | Added |
| Community Bank, N.A. | 200 | $11.7K | 0.00% | −150−42.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 208 | $12.2K | 0.00% | +132+173.7% | Added |
| Kerr Financial Planning Corp | 195 | $12.2K | 0.02% | +101+107.4% | Added |
| True Wealth Design, LLC | 209 | $12.2K | 0.00% | −9−4.1% | Reduced |
| Acima Private Wealth, LLC | 213 | $12.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $12.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 218 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 219 | $12.8K | 0.00% | +2+0.9% | Added |
| Winch Advisory Services, LLC | 221 | $13.0K | 0.00% | +2+0.9% | Added |
| Nemes Rush Group LLC | 222 | $13.0K | 0.00% | +135+155.2% | Added |
| McIlrath & Eck, LLC | 230 | $13.5K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 230 | $13.5K | 0.00% | +160+228.6% | Added |
| Birchwood Financial Partners, Inc. | 232 | $13.6K | 0.01% | +232 | New |
| Pingora Partners LLC | 235 | $13.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 243 | $14.2K | 0.01% | −1,014−80.7% | Reduced |
| Legacy Bridge, LLC | 245 | $14.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 247 | $14.5K | 0.01% | +247 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 261 | $15.0K | 0.00% | −9−3.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 258 | $15.1K | 0.01% | −15−5.5% | Reduced |
| Security National Bank | 259 | $15.2K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 261 | $15.3K | 0.00% | +1+0.4% | Added |
| BankPlus Trust Department | 268 | $15.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $15.8K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $16.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 281 | $16.5K | 0.01% | +281 | New |
| S&T Bank | 285 | $16.7K | 0.01% | −19−6.3% | Reduced |
| Boreal Capital Management LLC | 290 | $17.0K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 293 | $17.2K | 0.01% | +1+0.3% | Added |
| Johnson Financial Group, Inc. | 294 | $17.2K | 0.00% | −2,924−90.9% | Reduced |
| Highline Wealth Partners LLC | 294 | $17.2K | 0.00% | +13+4.6% | Added |
| ESL Trust Services, LLC | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 300 | $17.6K | 0.02% | +300 | New |
| Garton & Associates Financial Advisors LLC | 306 | $17.9K | 0.01% | +306 | New |
| GPS Wealth Strategies Group, LLC | 309 | $18.1K | 0.02% | −3,656−92.2% | Reduced |
| NCP Inc. | 314 | $18.4K | 0.01% | +314 | New |
| New Age Alpha Advisors, LLC | 316 | $18.5K | 0.00% | +316 | New |
| Gables Capital Management Inc. | 320 | $18.7K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 337 | $19.7K | 0.00% | +337 | New |
| Team Financial Group, LLC | 338 | $19.8K | 0.01% | +4+1.2% | Added |
| Bell Investment Advisors, Inc | 340 | $19.9K | 0.00% | +100+41.7% | Added |
| Kemnay Advisory Services Inc. | 340 | $19.9K | 0.00% | +340 | New |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 350 | $20.5K | 0.00% | −14−3.8% | Reduced |
| Wolff Wiese Magana LLC | 360 | $21.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 382 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 383 | $22.4K | 0.01% | +12+3.2% | Added |
| Gladwyn Financial Advisors, Inc. | 400 | $23.4K | 0.02% | +4+1.0% | Added |
| Missouri Trust & Investment Co | 425 | $24.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 426 | $25.0K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 428 | $25.0K | 0.01% | +428 | New |
| Chilton Capital Management LLC | 427 | $25.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 432 | $25.3K | 0.00% | −131−23.3% | Reduced |
| Access Investment Management LLC | 425 | $26.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 448 | $26.0K | 0.01% | −9−2.0% | Reduced |
| United Community Bank | 455 | $26.7K | 0.01% | −19−4.0% | Reduced |
| Gen-Wealth Partners Inc | 460 | $27.0K | 0.01% | −81−15.0% | Reduced |
| Hanson & Doremus Investment Management | 454 | $27.0K | 0.00% | −60−11.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $27.1K | 0.00% | −28−5.7% | Reduced |
| Monetary Management Group Inc | 479 | $28.1K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 481 | $28.2K | 0.02% | +481 | New |
| Plante Moran Financial Advisors, LLC | 490 | $28.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 500 | $29.3K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $29.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $29.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $29.3K | 0.01% | +200+66.7% | Added |
| Advocate Investing Services LLC | 500 | $29.3K | 0.03% | +500 | New |
| Keating Financial Advisory Services, Inc. | 501 | $29.4K | 0.00% | +501 | New |
| VSM Wealth Advisory, LLC | 512 | $30.0K | 0.01% | +6+1.2% | Added |
| Cornerstone Planning Group LLC | 518 | $31.4K | 0.00% | +508+5,080.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 550 | $32.2K | 0.00% | −108−16.4% | Reduced |
| New England Capital Financial Advisors LLC | 553 | $32.4K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 556 | $32.6K | 0.02% | +556 | New |
| Root Financial Partners, LLC | 557 | $32.6K | 0.00% | −402−41.9% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $32.6K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 569 | $33.3K | 0.01% | +519+1,038.0% | Added |
| Frazier Financial Advisors, LLC | 570 | $33.4K | 0.02% | +113+24.7% | Added |
| Navigoe, LLC | 589 | $34.0K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 582 | $34.1K | 0.00% | +73+14.3% | Added |
| DAGCO, Inc. | 585 | $34.3K | 0.01% | +3+0.5% | Added |
| Copos Capital S.a r.l. | 594 | $34.8K | 0.02% | +594 | New |
| Kimelman & Baird, LLC | 600 | $35.2K | 0.00% | −130−17.8% | Reduced |
| Pillar Financial Advisors, LLC | 600 | $35.2K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 606 | $35.5K | 0.02% | −83−12.0% | Reduced |
| LRI Investments, LLC | 655 | $38.4K | 0.00% | −1−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 666 | $39.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 675 | $39.5K | 0.02% | −200−22.9% | Reduced |
| CGC Financial Services, LLC | 681 | $39.9K | 0.01% | 00.0% | Unchanged |