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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 12,048 | $706.0K | 0.02% | +1,020+9.2% | Added |
| Rahlfs Capital, LLC | 12,050 | $706.0K | 0.55% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,065 | $706.9K | 0.04% | −3,283−21.4% | Reduced |
| Venture Visionary Partners LLC | 12,071 | $707.3K | 0.02% | +224+1.9% | Added |
| Two Sigma Securities, LLC | 12,109 | $709.5K | 0.10% | +6,945+134.5% | Added |
| Holderness Investments Co | 12,190 | $714.2K | 0.15% | +37+0.3% | Added |
| Tema ETFs LLC | 12,208 | $715.3K | 0.06% | −36−0.3% | Reduced |
| Stony Point Wealth Management Inc. | 12,241 | $717.2K | 0.27% | +1,624+15.3% | Added |
| Parallel Advisors, LLC | 12,311 | $721.3K | 0.01% | +428+3.6% | Added |
| Pittenger & Anderson Inc | 12,320 | $721.8K | 0.03% | −1,145−8.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,358 | $724.1K | 0.18% | +133+1.1% | Added |
| Centennial Wealth Advisory LLC | 12,373 | $725.0K | 0.19% | +579+4.9% | Added |
| Saturna Capital CORP | 12,413 | $727.3K | 0.01% | +98+0.8% | Added |
| Savvy Advisors, Inc. | 12,450 | $729.4K | 0.02% | +3,290+35.9% | Added |
| Wealthcare Advisory Partners LLC | 12,465 | $730.3K | 0.01% | −4,023−24.4% | Reduced |
| Birch Hill Investment Advisors LLC | 12,587 | $737.5K | 0.03% | −200−1.6% | Reduced |
| Csenge Advisory Group | 12,730 | $745.9K | 0.03% | +888+7.5% | Added |
| Qtron Investments LLC | 12,762 | $747.7K | 0.10% | −2,919−18.6% | Reduced |
| Hendershot Investments Inc. | 12,818 | $751.0K | 0.10% | +1,385+12.1% | Added |
| Marco Investment Management LLC | 12,834 | $751.9K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,006 | $762.0K | 0.03% | +82+0.6% | Added |
| Elm Partners Management LLC | 13,078 | $766.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 13,103 | $767.7K | 0.01% | −345−2.6% | Reduced |
| Hartford Funds Management Co LLC | 13,138 | $769.8K | 0.06% | +13,138 | New |
| Ables, Iannone, Moore & Associates, Inc. | 13,155 | $770.8K | 0.42% | −204−1.5% | Reduced |
| Paradigm Capital Management, LLC | 13,155 | $771.0K | 0.72% | +8,680+194.0% | Added |
| Parcion Private Wealth LLC | 13,169 | $771.6K | 0.05% | +96+0.7% | Added |
| Geneos Wealth Management Inc. | 13,211 | $774.0K | 0.02% | −192−1.4% | Reduced |
| Archford Capital Strategies, LLC | 13,267 | $777.3K | 0.09% | −51−0.4% | Reduced |
| Eagle Harbor Asset Management Inc | 13,371 | $783.4K | 0.65% | −39−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 13,407 | $785.5K | 0.39% | −184−1.4% | Reduced |
| TCW Group Inc | 13,411 | $785.8K | 0.01% | +13,411 | New |
| Paradigm Financial Partners, LLC | 13,503 | $791.1K | 0.08% | −300−2.2% | Reduced |
| Financial Sense Advisors, Inc. | 13,581 | $795.7K | 0.15% | +7,603+127.2% | Added |
| BancorpSouth Bank | 13,613 | $797.6K | 0.05% | +66+0.5% | Added |
| Brown Brothers Harriman & Co | 13,638 | $799.0K | 0.00% | −797−5.5% | Reduced |
| Acorn Financial Advisory Services Inc | 13,647 | $799.6K | 0.12% | −234−1.7% | Reduced |
| Clarion Wealth Managment Partners, LLC | 13,656 | $800.1K | 0.74% | −450−3.2% | Reduced |
| Greenleaf Trust | 13,699 | $802.6K | 0.01% | −55−0.4% | Reduced |
| Arrow Financial Corp | 13,736 | $804.8K | 0.08% | −272−1.9% | Reduced |
| TCTC Holdings, LLC | 13,778 | $807.3K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 13,815 | $809.4K | 0.04% | +629+4.8% | Added |
| Miller Financial Services LLC | 13,971 | $818.6K | 0.96% | +1,847+15.2% | Added |
| Navalign, LLC | 14,067 | $824.2K | 0.20% | +495+3.6% | Added |
| Ballentine Partners, LLC | 14,114 | $826.9K | 0.01% | +93+0.7% | Added |
| Hilltop Holdings Inc. | 14,137 | $828.3K | 0.05% | −404−2.8% | Reduced |
| Sigma Planning Corp | 14,161 | $829.7K | 0.02% | −1,981−12.3% | Reduced |
| Sovereign Financial Group, Inc. | 14,242 | $834.4K | 0.15% | +104+0.7% | Added |
| Inspire Advisors, LLC | 14,303 | $838.0K | 0.08% | −1,652−10.4% | Reduced |
| Founders Financial Alliance, LLC | 14,318 | $838.9K | 0.16% | −3,240−18.5% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 14,340 | $840.2K | 0.51% | +156+1.1% | Added |
| Bearing Point Capital, LLC | 14,400 | $843.7K | 0.13% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,444 | $846.2K | 0.00% | −3,409−19.1% | Reduced |
| HBK Sorce Advisory LLC | 13,595 | $847.4K | 0.02% | +3,033+28.7% | Added |
| Meridian Financial Partners LLC | 13,921 | $848.0K | 0.34% | −215−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 14,520 | $850.7K | 0.02% | −110−0.8% | Reduced |
| Heritage Wealth Advisors | 14,548 | $852.4K | 0.03% | +20+0.1% | Added |
| Armis Advisers, LLC | 14,423 | $856.5K | 0.10% | +3,052+26.8% | Added |
| Hamilton Wealth, LLC | 14,630 | $857.2K | 0.16% | +292+2.0% | Added |
| Sagespring Wealth Partners, LLC | 14,690 | $860.7K | 0.02% | +600+4.3% | Added |
| Heritage Trust Co | 14,866 | $871.0K | 0.09% | +3,255+28.0% | Added |
| Morton Community Bank | 14,505 | $872.8K | 0.19% | −38,562−72.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,997 | $878.7K | 0.14% | −3,216−17.7% | Reduced |
| Marex Group plc | 15,002 | $879.0K | 0.01% | −14,998−50.0% | Reduced |
| Cito Capital Group, LLC | 15,000 | $879.0K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,011 | $879.5K | 0.08% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 15,032 | $880.7K | 0.01% | +964+6.9% | Added |
| LMR Partners LLP | 15,032 | $880.7K | 0.01% | +15,032 | New |
| Jeppson Wealth Management, LLC | 15,114 | $885.5K | 0.28% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 14,549 | $889.4K | 0.03% | +1,418+10.8% | Added |
| Patten Group, Inc. | 15,203 | $890.7K | 0.16% | −228−1.5% | Reduced |
| FineMark National Bank & Trust | 15,203 | $890.7K | 0.03% | −165−1.1% | Reduced |
| Bokf, NA | 15,229 | $892.3K | 0.01% | −2,848−15.8% | Reduced |
| Jacobi Capital Management LLC | 15,234 | $892.5K | 0.05% | −322−2.1% | Reduced |
| Keel Point, LLC | 15,270 | $894.7K | 0.05% | −196−1.3% | Reduced |
| We Are One Seven, LLC | 15,314 | $897.2K | 0.02% | +784+5.4% | Added |
| HBW Advisory Services LLC | 15,317 | $897.4K | 0.10% | +1,831+13.6% | Added |
| Excalibur Management Corp | 15,352 | $899.5K | 0.32% | +978+6.8% | Added |
| Abundance Wealth Counselors | 15,417 | $903.3K | 0.15% | +15,417 | New |
| Haverford Trust Co | 15,423 | $903.6K | 0.01% | +60+0.4% | Added |
| Cornerstone Planning, LLC | 15,351 | $904.0K | 0.21% | +15,351 | New |
| Graham Capital Management, L.P. | 15,454 | $905.5K | 0.03% | −69,946−81.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,480 | $907.0K | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 15,505 | $908.4K | 0.21% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 15,589 | $913.4K | 0.03% | +256+1.7% | Added |
| San Luis Wealth Advisors LLC | 15,640 | $916.4K | 0.15% | +2,508+19.1% | Added |
| Claris Financial LLC | 15,680 | $918.7K | 0.49% | −80−0.5% | Reduced |
| Essex Financial Services, Inc. | 15,690 | $919.3K | 0.05% | +715+4.8% | Added |
| Blue Edge Capital, LLC | 15,700 | $919.9K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 15,702 | $920.0K | 0.04% | −665−4.1% | Reduced |
| Glenview Trust Co | 15,790 | $925.1K | 0.01% | +1,921+13.9% | Added |
| Bessemer Group Inc | 15,832 | $927.0K | 0.00% | +1,066+7.2% | Added |
| Tower Research Capital LLC (TRC) | 15,852 | $928.8K | 0.02% | −3,657−18.7% | Reduced |
| Elevated Capital Advisors, LLC | 16,106 | $943.6K | 0.22% | +248+1.6% | Added |
| CoreCap Advisors, LLC | 16,207 | $949.5K | 0.03% | +1,086+7.2% | Added |
| Callan Family Office, LLC | 16,241 | $951.6K | 0.02% | +5,324+48.8% | Added |
| Peoples Financial Services Corp. | 16,279 | $953.8K | 0.44% | −1,651−9.2% | Reduced |
| Trust Co of Vermont | 16,286 | $954.2K | 0.04% | +641+4.1% | Added |
| First Financial Bankshares Inc | 16,385 | $960.0K | 0.02% | −153−0.9% | Reduced |
| Tred Avon Family Wealth, LLC | 16,415 | $961.8K | 0.31% | −458−2.7% | Reduced |