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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 3,914 | $231.2K | 0.00% | +114+3.0% | Added |
| Alteri Wealth LLC | 3,961 | $232.1K | 0.08% | −29−0.7% | Reduced |
| Tompkins Financial Corp | 3,970 | $232.6K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 3,980 | $233.2K | 0.12% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,981 | $233.2K | 0.06% | −71−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,987 | $233.6K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 4,000 | $234.0K | 0.03% | +2,000+100.0% | Added |
| Sterling Investment Counsel, LLC | 4,351 | $234.3K | 0.07% | +4,351 | New |
| Herold Advisors, Inc. | 4,000 | $234.4K | 0.05% | −300−7.0% | Reduced |
| Heritage Wealth Management, Inc. | 4,014 | $235.2K | 0.07% | −188−4.5% | Reduced |
| SOL Capital Management CO | 4,050 | $237.0K | 0.02% | −430−9.6% | Reduced |
| Magnolia Capital Management Ltd | 4,050 | $237.0K | 0.18% | +4,050 | New |
| Fee-Only Financial Planning, L.C. | 4,060 | $237.8K | 0.14% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,061 | $237.9K | 0.00% | −9−0.2% | Reduced |
| MSH Capital Advisors LLC | 4,093 | $239.8K | 0.05% | +238+6.2% | Added |
| Westbourne Investments, Inc. | 4,102 | $240.3K | 0.11% | +4,102 | New |
| Boltwood Capital Management | 4,105 | $240.5K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,117 | $241.2K | 0.01% | −870−17.4% | Reduced |
| Nadler Financial Group, Inc. | 4,132 | $242.1K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,133 | $242.2K | 0.01% | +4,133 | New |
| Alliance Wealth Advisors, LLC | 4,134 | $242.2K | 0.12% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,145 | $243.0K | 0.16% | −125−2.9% | Reduced |
| First United Bank Trust | 4,148 | $243.0K | 0.08% | −35−0.8% | Reduced |
| Intrua Financial, LLC | 4,230 | $247.8K | 0.03% | +10+0.2% | Added |
| Reliant Investment Partners, LLC | 4,234 | $248.1K | 0.19% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,239 | $248.4K | 0.02% | −435−9.3% | Reduced |
| Thryve Wealth Management LLC | 4,256 | $249.4K | 0.12% | +4,256 | New |
| Diversified Trust Co | 4,260 | $249.6K | 0.00% | −532−11.1% | Reduced |
| Northstar Advisory Group, LLC | 4,267 | $250.0K | 0.09% | −32,987−88.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,267 | $250.0K | 0.01% | −16−0.4% | Reduced |
| Howard Bailey Securities, LLC | 4,273 | $250.4K | 0.10% | +86+2.1% | Added |
| Somerset Trust Co | 4,280 | $250.8K | 0.08% | +344+8.7% | Added |
| Novak & Powell Financial Services, Inc. | 4,280 | $250.8K | 0.13% | +31+0.7% | Added |
| Summit Wealth Group LLC | 4,283 | $251.0K | 0.03% | +4,283 | New |
| CJM Wealth Advisers, Ltd. | 4,292 | $251.5K | 0.08% | −73−1.7% | Reduced |
| L2 Asset Management, LLC | 4,296 | $251.7K | 0.03% | +290+7.2% | Added |
| Parkside Financial Bank & Trust | 4,296 | $251.7K | 0.02% | +2,053+91.5% | Added |
| Resonant Capital Advisors, LLC | 4,299 | $251.9K | 0.01% | +33+0.8% | Added |
| Arvest Bank Trust Division | 4,302 | $252.1K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,307 | $252.4K | 0.09% | +33+0.8% | Added |
| Ausdal Financial Partners, Inc. | 4,307 | $252.4K | 0.01% | +460+12.0% | Added |
| Cahaba Wealth Management, Inc. | 4,353 | $255.0K | 0.02% | +43+1.0% | Added |
| Ofi Invest Asset Management | 4,358 | $255.3K | 0.00% | +4,358 | New |
| Colonial Trust Co | 4,365 | $255.7K | 0.03% | −2,691−38.1% | Reduced |
| Clarius Group, LLC | 4,370 | $256.0K | 0.01% | +17+0.4% | Added |
| Essex Savings Bank | 4,391 | $257.3K | 0.06% | −595−11.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,428 | $259.4K | 0.01% | +4,428 | New |
| Checchi Capital Advisers, LLC | 4,430 | $259.6K | 0.02% | −160−3.5% | Reduced |
| Zions Bancorporation, National Association | 4,444 | $260.4K | 0.01% | +2,929+193.3% | Added |
| Massmutual Trust Co FSB | 4,455 | $261.0K | 0.01% | +92+2.1% | Added |
| Eagle Strategies LLC | 4,469 | $261.8K | 0.03% | −3−0.1% | Reduced |
| Aspect Partners, LLC | 4,476 | $262.2K | 0.11% | +15+0.3% | Added |
| Second Half Financial Partners, LLC | 4,480 | $262.5K | 0.12% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 4,486 | $262.8K | 0.12% | −9−0.2% | Reduced |
| Morningstar Investment Management LLC | 4,492 | $263.0K | 0.02% | −111,755−96.1% | Reduced |
| Whittier Trust Co | 4,485 | $263.4K | 0.00% | −270−5.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,497 | $263.5K | 0.02% | +195+4.5% | Added |
| Simplicity Wealth,LLC | 4,502 | $263.8K | 0.02% | −2,247−33.3% | Reduced |
| Altrius Capital Management Inc | 4,507 | $264.1K | 0.06% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,548 | $266.5K | 0.02% | +4,548 | New |
| one8zero8, LLC | 4,559 | $267.1K | 0.06% | −450−9.0% | Reduced |
| WJ Financial Advisors LLC | 4,565 | $267.5K | 0.24% | −260−5.4% | Reduced |
| Camden National Bank | 4,571 | $267.8K | 0.04% | +39+0.9% | Added |
| Kinloch Capital, LLC | 4,577 | $268.2K | 0.12% | 00.0% | Unchanged |
| Trust Point Inc. | 4,590 | $268.9K | 0.02% | +27+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $269.5K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,616 | $270.4K | 0.06% | −6,282−57.6% | Reduced |
| First Eagle Investment Management, LLC | 4,622 | $270.8K | 0.00% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,655 | $272.7K | 0.03% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,656 | $272.8K | 0.15% | +38+0.8% | Added |
| Main Street Financial Solutions, LLC | 4,668 | $273.5K | 0.02% | +4,668 | New |
| Alpha Cubed Investments, LLC | 4,687 | $274.6K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,687 | $274.6K | 0.01% | +4,687 | New |
| Shelton Capital Management | 4,701 | $275.4K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4,710 | $276.0K | 0.05% | +3,106+193.6% | Added |
| Penobscot Investment Management Company, Inc. | 4,725 | $276.8K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,729 | $277.1K | 0.17% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 4,775 | $279.8K | 0.03% | −1,953−29.0% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $281.2K | 0.00% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 4,814 | $282.1K | 0.09% | +221+4.8% | Added |
| ZWJ Investment Counsel Inc | 4,822 | $282.5K | 0.01% | −75−1.5% | Reduced |
| Dividend Assets Capital, LLC | 4,842 | $283.7K | 0.05% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 4,717 | $283.8K | 0.27% | +4,717 | New |
| Campion Asset Management LLC | 4,849 | $284.1K | 0.20% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,896 | $286.9K | 0.06% | +381+8.4% | Added |
| Quantitative Investment Management, LLC | 4,925 | $288.0K | 0.03% | +4,925 | New |
| Advisor OS, LLC | 4,958 | $290.5K | 0.02% | +487+10.9% | Added |
| Stonebridge Financial Group, LLC | 4,962 | $290.7K | 0.25% | +4,962 | New |
| Citizens National Bank Trust Department | 4,973 | $291.4K | 0.05% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,996 | $292.7K | 0.20% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,999 | $292.9K | 0.06% | −630−11.2% | Reduced |
| Independent Financial Group, LLC | 5,016 | $293.9K | 0.01% | +21+0.4% | Added |
| Cobblestone Asset Management LLC | 5,021 | $294.2K | 0.13% | −1,605−24.2% | Reduced |
| HF Advisory Group, LLC | 5,029 | $294.6K | 0.10% | −100−1.9% | Reduced |
| Manske Wealth Management | 5,030 | $294.7K | 0.09% | −96−1.9% | Reduced |
| Continuum Advisory, LLC | 5,045 | $295.6K | 0.03% | +216+4.5% | Added |
| Leonteq Securities AG | 5,092 | $298.3K | 0.02% | −783−13.3% | Reduced |
| Allegheny Financial Group LTD | 5,113 | $299.6K | 0.04% | −30−0.6% | Reduced |
| Bullock Wealth Management Group | 5,115 | $299.7K | 0.15% | +28+0.6% | Added |
| Meadowbrook Wealth Management, LLC | 5,125 | $300.3K | 0.34% | −2,450−32.3% | Reduced |