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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 5,129 | $300.5K | 0.01% | +223+4.5% | Added |
| Compass Ion Advisors, LLC | 5,142 | $301.2K | 0.03% | +15+0.3% | Added |
| David Loasby | 5,169 | $301.8K | 0.02% | +455+9.7% | Added |
| Oakmont Investment Advisors, Inc. | 5,162 | $302.4K | 0.22% | +5,162 | New |
| Headinvest, LLC | 5,203 | $304.8K | 0.06% | −279−5.1% | Reduced |
| Blue Fin Capital, Inc. | 5,203 | $304.9K | 0.05% | −5−0.1% | Reduced |
| Crestwood Advisors Group LLC | 5,210 | $305.3K | 0.01% | −268−4.9% | Reduced |
| Empower Advisory Group, LLC | 5,221 | $305.9K | 0.00% | +5,221 | New |
| Berger Financial Group, Inc | 5,237 | $306.9K | 0.02% | −29−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,155 | $307.2K | 0.01% | −42−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 5,211 | $307.8K | 0.02% | −6,679−56.2% | Reduced |
| Net Worth Advisory Group | 5,253 | $307.8K | 0.06% | −60−1.1% | Reduced |
| Diversified Enterprises, LLC | 5,262 | $308.3K | 0.02% | +5,262 | New |
| Caldwell Sutter Capital, Inc. | 5,298 | $310.4K | 0.13% | −395−6.9% | Reduced |
| Chesapeake Wealth Management | 5,301 | $310.6K | 0.09% | +915+20.9% | Added |
| Pursuit Wealth Strategies, LLC | 5,302 | $310.7K | 0.44% | +5,302 | New |
| Thomasville National Bank | 5,394 | $316.0K | 0.02% | −10,390−65.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,395 | $316.0K | 0.01% | −277−4.9% | Reduced |
| Mather Group, LLC. | 5,400 | $316.4K | 0.00% | +178+3.4% | Added |
| Wexford Capital LP | 5,403 | $316.6K | 0.08% | +5,403 | New |
| First Bank & Trust | 5,419 | $317.5K | 0.05% | −33−0.6% | Reduced |
| Hartford Financial Management Inc. | 5,435 | $318.4K | 0.08% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 5,435 | $318.4K | 0.04% | +535+10.9% | Added |
| Bayforest Capital Ltd | 5,448 | $319.2K | 0.24% | +1,965+56.4% | Added |
| Schmidt P J Investment Management Inc | 5,480 | $321.1K | 0.05% | −20.0% | Reduced |
| NDWM LLC | 5,500 | $322.2K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,507 | $322.7K | 0.01% | −10,726−66.1% | Reduced |
| Mechanics Bank Trust Department | 5,510 | $322.8K | 0.04% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 5,536 | $324.3K | 0.09% | −95−1.7% | Reduced |
| Sheets Smith Wealth Management | 5,544 | $324.8K | 0.04% | +591+11.9% | Added |
| Evergreen Capital Management LLC | 5,551 | $325.2K | 0.01% | −1,272−18.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,557 | $325.6K | 0.02% | −100−1.8% | Reduced |
| LCNB Corp | 5,559 | $325.7K | 0.11% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 5,568 | $326.3K | 0.01% | −3−0.1% | Reduced |
| Interchange Capital Partners, LLC | 5,573 | $326.6K | 0.06% | −356−6.0% | Reduced |
| Sequent Planning LLC | 5,582 | $327.1K | 0.08% | −15−0.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,590 | $327.5K | 0.10% | −2,377−29.8% | Reduced |
| Cullen Capital Management LLC | 5,600 | $328.1K | 0.00% | −200−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,600 | $328.1K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 5,600 | $328.1K | 0.04% | +5,600 | New |
| First National Bank & Trust Co of Newtown | 5,613 | $328.9K | 0.06% | −150−2.6% | Reduced |
| Fruth Investment Management | 5,631 | $329.0K | 0.09% | +403+7.7% | Added |
| Adirondack Trust Co | 5,642 | $330.6K | 0.11% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,648 | $330.9K | 0.05% | −1,580−21.9% | Reduced |
| Advisors Capital Management, LLC | 5,674 | $332.5K | 0.00% | +5,674 | New |
| New Republic Capital, LLC | 5,678 | $332.7K | 0.09% | +5,678 | New |
| Howard Capital Management Inc. | 5,689 | $333.3K | 0.00% | +30+0.5% | Added |
| Aviance Capital Partners, LLC | 5,690 | $333.4K | 0.04% | −677−10.6% | Reduced |
| MidWestOne Financial Group, Inc. | 5,710 | $334.5K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,762 | $337.6K | 0.03% | +645+12.6% | Added |
| Kovack Advisors, Inc. | 5,776 | $338.4K | 0.02% | −493−7.9% | Reduced |
| Capital Management Corp | 5,789 | $339.2K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,794 | $339.4K | 0.09% | +151+2.7% | Added |
| United Bank | 5,810 | $340.4K | 0.04% | −423−6.8% | Reduced |
| Warner Financial, Inc | 5,828 | $341.0K | 0.12% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 5,825 | $341.3K | 0.17% | +1,771+43.7% | Added |
| St Germain D J Co Inc | 5,827 | $341.4K | 0.01% | −150−2.5% | Reduced |
| Pure Financial Advisors, Inc. | 5,851 | $342.8K | 0.01% | −1,200−17.0% | Reduced |
| SFMG, LLC | 5,853 | $342.9K | 0.02% | +503+9.4% | Added |
| Parsons Capital Management Inc | 5,859 | $343.3K | 0.02% | −1,080−15.6% | Reduced |
| JBR Co Financial Management Inc | 5,932 | $347.6K | 0.15% | −1,250−17.4% | Reduced |
| AlphaGrep UK Ltd | 5,939 | $348.0K | 0.12% | +5,939 | New |
| S.A. Mason LLC | 5,950 | $348.6K | 0.14% | +3,000+101.7% | Added |
| Linscomb & Williams, Inc. | 5,956 | $348.9K | 0.01% | −1,391−18.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $350.1K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,001 | $351.6K | 0.25% | 00.0% | Unchanged |
| Cypress Capital Group | 6,015 | $352.4K | 0.04% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 6,061 | $355.1K | 0.30% | −1,205−16.6% | Reduced |
| Curat Global, LLC | 6,065 | $355.3K | 0.39% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,087 | $356.6K | 0.02% | +561+10.2% | Added |
| Private Client Services, LLC | 6,096 | $357.1K | 0.11% | +30.0% | Added |
| Vanguard Capital Wealth Advisors | 6,100 | $357.4K | 0.29% | −5,200−46.0% | Reduced |
| Angeles Wealth Management, LLC | 6,127 | $359.0K | 0.02% | +6,127 | New |
| Romano Brothers and Company | 6,132 | $359.3K | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 6,161 | $360.9K | 0.14% | +292+5.0% | Added |
| MEMBERS Trust Co | 6,161 | $361.0K | 0.01% | −2,820−31.4% | Reduced |
| Nilsine Partners, LLC | 6,191 | $362.7K | 0.03% | −431−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 6,196 | $363.1K | 0.03% | −758−10.9% | Reduced |
| Hudock, Inc. | 6,209 | $363.8K | 0.05% | −10.0% | Reduced |
| RFG Advisory, LLC | 6,212 | $363.9K | 0.01% | −220−3.4% | Reduced |
| Salem Investment Counselors Inc | 6,212 | $364.0K | 0.01% | +20+0.3% | Added |
| Quotient Wealth Partners, LLC | 6,221 | $364.5K | 0.01% | −450−6.7% | Reduced |
| Evermay Wealth Management LLC | 6,238 | $365.5K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,245 | $365.9K | 0.02% | +330+5.6% | Added |
| International Private Wealth Advisors LLC | 6,264 | $367.0K | 0.23% | −18−0.3% | Reduced |
| Ancora Advisors, LLC | 6,270 | $367.4K | 0.01% | −946−13.1% | Reduced |
| Johnson Investment Counsel Inc | 6,318 | $370.2K | 0.00% | −47−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,395 | $374.7K | 0.00% | −910−12.5% | Reduced |
| Smith Group Asset Management, LLC | 6,400 | $375.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 6,412 | $375.7K | 0.20% | +270+4.4% | Added |
| Xcel Wealth Management, LLC | 6,417 | $376.0K | 0.10% | +6,417 | New |
| EverSource Wealth Advisors, LLC | 6,452 | $378.0K | 0.01% | −356−5.2% | Reduced |
| Inceptionr LLC | 6,470 | $379.1K | 0.11% | +6,470 | New |
| Aprio Wealth Management, LLC | 6,510 | $381.4K | 0.02% | +604+10.2% | Added |
| Alpha Family Trust | 6,540 | $383.2K | 0.17% | 00.0% | Unchanged |
| OLIO Financial Planning | 6,541 | $383.2K | 0.11% | +64+1.0% | Added |
| Thrive Capital Management, LLC | 6,546 | $383.5K | 0.09% | +126+2.0% | Added |
| Hantz Financial Services, Inc. | 6,547 | $384.0K | 0.01% | −187−2.8% | Reduced |
| Voleon Capital Management LP | 6,562 | $384.5K | 0.01% | −14,742−69.2% | Reduced |
| Busey Wealth Management | 6,563 | $384.5K | 0.01% | −240−3.5% | Reduced |