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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 6,572 | $385.0K | 0.04% | −428−6.1% | Reduced |
| MBM Wealth Consultants, LLC | 6,581 | $385.6K | 0.09% | +6,581 | New |
| First Command Advisory Services, Inc. | 6,608 | $387.2K | 0.00% | −356−5.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,641 | $389.1K | 0.02% | −944−12.4% | Reduced |
| PCM Encore, LLC | 6,645 | $389.3K | 0.08% | +6,645 | New |
| Capital Analysts, LLC | 6,651 | $390.0K | 0.01% | +157+2.4% | Added |
| Barr E S & Co | 6,667 | $390.6K | 0.02% | +6,667 | New |
| Forum Financial Management, LP | 6,725 | $394.0K | 0.01% | +1,151+20.6% | Added |
| Harmony Asset Management LLC | 6,727 | $394.1K | 0.13% | −829−11.0% | Reduced |
| Change Path, LLC | 6,791 | $397.9K | 0.01% | +1,463+27.5% | Added |
| Journey Strategic Wealth LLC | 6,798 | $398.3K | 0.01% | +212+3.2% | Added |
| Centurion Wealth Management LLC | 6,810 | $399.0K | 0.09% | −29−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 6,878 | $403.0K | 0.03% | −2,740−28.5% | Reduced |
| SevenBridge Financial Group, LLC | 6,694 | $403.2K | 0.06% | +1,396+26.3% | Added |
| Panagora Asset Management Inc | 6,929 | $406.0K | 0.00% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 6,978 | $408.9K | 0.33% | −61−0.9% | Reduced |
| Stokes Family Office, LLC | 7,003 | $410.3K | 0.04% | −20−0.3% | Reduced |
| Sovran Advisors, LLC | 6,857 | $413.8K | 0.04% | +149+2.2% | Added |
| Triad Wealth Partners, LLC | 7,071 | $414.3K | 0.04% | +522+8.0% | Added |
| Fiduciary Group LLC | 7,082 | $414.9K | 0.03% | −345−4.6% | Reduced |
| Sunbelt Securities, Inc. | 7,106 | $416.3K | 0.03% | −425−5.6% | Reduced |
| Nwam LLC | 6,940 | $416.5K | 0.02% | −6,470−48.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,123 | $417.3K | 0.00% | +440+6.6% | Added |
| Mach-1 Financial Group, Inc. | 7,159 | $419.4K | 0.09% | +7,159 | New |
| Investors Research Corp | 7,200 | $421.8K | 0.08% | −66−0.9% | Reduced |
| Private Wealth Partners, LLC | 7,200 | $421.8K | 0.03% | +155+2.2% | Added |
| Castle Rock Wealth Management, LLC | 6,885 | $422.4K | 0.09% | +177+2.6% | Added |
| Z3 Capital Partners, LLC | 7,227 | $423.4K | 0.10% | +7,227 | New |
| Mystic Asset Management, Inc. | 7,237 | $424.0K | 0.10% | −60−0.8% | Reduced |
| Longfellow Investment Management Co LLC | 7,239 | $424.1K | 0.10% | −6,698−48.1% | Reduced |
| Abacus Planning Group, Inc. | 7,256 | $425.1K | 0.06% | +673+10.2% | Added |
| Blue Rock Wealth Management LLC | 7,280 | $427.6K | 0.27% | +651+9.8% | Added |
| Cornerstone Wealth Management, LLC | 7,316 | $428.7K | 0.02% | −235−3.1% | Reduced |
| Pointe Capital Management LLC | 7,338 | $429.9K | 0.21% | −1,262−14.7% | Reduced |
| Leavell Investment Management, Inc. | 7,341 | $430.1K | 0.02% | −166−2.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,365 | $431.0K | 0.28% | +740+11.2% | Added |
| Luts & Greenleigh Group, Inc | 7,357 | $431.0K | 0.37% | +1,762+31.5% | Added |
| 1st Source Bank | 7,367 | $431.6K | 0.02% | −177−2.3% | Reduced |
| Beacon Investment Advisors LLC | 7,386 | $432.8K | 0.17% | +7,386 | New |
| McMillan Office, Inc. | 7,393 | $433.2K | 0.05% | +7,393 | New |
| Advisory Alpha, LLC | 7,392 | $433.3K | 0.01% | +545+8.0% | Added |
| Vista Investment Management | 7,406 | $433.9K | 0.14% | −7,400−50.0% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $434.0K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,413 | $434.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,419 | $434.7K | 0.03% | +272+3.8% | Added |
| Investors Asset Management of Georgia Inc | 7,432 | $435.4K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,448 | $436.4K | 0.01% | −421−5.4% | Reduced |
| Wealth Alliance | 7,488 | $438.7K | 0.04% | +2,502+50.2% | Added |
| Sar Wealth Management Group, LLC | 7,493 | $439.0K | 0.24% | +10.0% | Added |
| Outfitter Financial LLC | 7,515 | $440.3K | 0.35% | −515−6.4% | Reduced |
| Triumph Capital Management | 7,560 | $442.9K | 0.10% | +7,560 | New |
| Kovitz Investment Group Partners, LLC | 7,567 | $443.4K | 0.01% | −16,090−68.0% | Reduced |
| ICW Investment Advisors LLC | 7,642 | $447.7K | 0.16% | −203−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,643 | $447.8K | 0.01% | −136−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 7,666 | $449.2K | 0.00% | +7,666 | New |
| SeaCrest Wealth Management, LLC | 7,874 | $449.5K | 0.05% | +17+0.2% | Added |
| National Asset Management, Inc. | 7,678 | $449.8K | 0.02% | +620+8.8% | Added |
| Element Pointe Advisors, LLC | 7,680 | $450.0K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,717 | $452.1K | 0.01% | +715+10.2% | Added |
| RVW Wealth, LLC | 7,725 | $452.6K | 0.03% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,740 | $453.5K | 0.24% | −200−2.5% | Reduced |
| Manchester Capital Management LLC | 7,757 | $454.5K | 0.06% | −975−11.2% | Reduced |
| Mutual Advisors, LLC | 7,801 | $457.0K | 0.01% | −48−0.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $457.4K | 0.15% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,828 | $458.7K | 0.03% | +212+2.8% | Added |
| Syon Capital LLC | 7,840 | $459.3K | 0.02% | +2,338+42.5% | Added |
| Total Wealth Planning & Management, Inc. | 7,884 | $461.9K | 0.37% | +7,884 | New |
| Welch Group, LLC | 7,922 | $464.1K | 0.02% | +272+3.6% | Added |
| Mainstay Capital Management LLC | 7,959 | $466.3K | 0.04% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 8,000 | $468.7K | 0.37% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,022 | $470.0K | 0.10% | −32−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 8,043 | $471.2K | 0.03% | +103+1.3% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $471.7K | 0.23% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,067 | $472.0K | 0.02% | +2,267+39.1% | Added |
| GTS Securities LLC | 8,120 | $475.8K | 0.02% | −2,789−25.6% | Reduced |
| United Asset Strategies, Inc. | 8,139 | $476.9K | 0.04% | −263−3.1% | Reduced |
| Kidder Stephen W | 8,157 | $477.9K | 0.13% | 00.0% | Unchanged |
| Bay Rivers Group | 8,161 | $478.1K | 0.19% | −102−1.2% | Reduced |
| First National Trust Co | 8,191 | $479.9K | 0.02% | −295−3.5% | Reduced |
| Cigna Investments Inc | 8,191 | $480.0K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,244 | $483.0K | 0.00% | −156−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,248 | $483.3K | 0.06% | +4,919+147.8% | Added |
| Rowland & Co Investment Counsel | 8,265 | $484.3K | 0.09% | −900−9.8% | Reduced |
| Citizens Financial Group Inc | 8,288 | $485.6K | 0.01% | −79−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,337 | $488.5K | 0.12% | −909−9.8% | Reduced |
| BIP Wealth, LLC | 8,392 | $491.7K | 0.02% | +8,392 | New |
| Lantern Wealth Advisors, LLC | 8,450 | $495.1K | 0.26% | +416+5.2% | Added |
| Archetype Wealth Partners | 8,458 | $496.0K | 0.06% | −2,268−21.1% | Reduced |
| Eastern Bank | 8,497 | $497.8K | 0.01% | −1,200−12.4% | Reduced |
| SS&H Financial Advisors, Inc. | 8,493 | $498.0K | 0.15% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,505 | $498.3K | 0.03% | −177−2.0% | Reduced |
| United Advisor Group, LLC | 8,566 | $501.9K | 0.06% | −468−5.2% | Reduced |
| Adams Wealth Management | 8,568 | $502.0K | 0.11% | +93+1.1% | Added |
| CacheTech Inc. | 8,568 | $502.0K | 0.09% | +93+1.1% | Added |
| SBI Securities Co., Ltd. | 8,584 | $502.9K | 0.01% | +1,968+29.7% | Added |
| Armstrong Advisory Group, Inc | 8,664 | $507.6K | 0.03% | −352−3.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,636 | $507.9K | 0.19% | +8,636 | New |
| Farmers Trust Co | 8,707 | $510.1K | 0.08% | +490+6.0% | Added |
| V-Square Quantitative Management LLC | 8,733 | $511.7K | 0.05% | −2,751−24.0% | Reduced |
| Advyzon Investment Management, LLC | 8,738 | $511.9K | 0.06% | +4,996+133.5% | Added |