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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,794 | $339.4K | 0.09% | +151+2.7% | Added |
| Capital Management Corp | 5,789 | $339.2K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,776 | $338.4K | 0.02% | −493−7.9% | Reduced |
| Everhart Financial Group, Inc. | 5,762 | $337.6K | 0.03% | +645+12.6% | Added |
| MidWestOne Financial Group, Inc. | 5,710 | $334.5K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,690 | $333.4K | 0.04% | −677−10.6% | Reduced |
| Howard Capital Management Inc. | 5,689 | $333.3K | 0.00% | +30+0.5% | Added |
| New Republic Capital, LLC | 5,678 | $332.7K | 0.09% | +5,678 | New |
| Advisors Capital Management, LLC | 5,674 | $332.5K | 0.00% | +5,674 | New |
| Balboa Wealth Partners | 5,648 | $330.9K | 0.05% | −1,580−21.9% | Reduced |
| Adirondack Trust Co | 5,642 | $330.6K | 0.11% | 00.0% | Unchanged |
| Fruth Investment Management | 5,631 | $329.0K | 0.09% | +403+7.7% | Added |
| First National Bank & Trust Co of Newtown | 5,613 | $328.9K | 0.06% | −150−2.6% | 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 |
| Lawson Kroeker Investment Management Inc | 5,590 | $327.5K | 0.10% | −2,377−29.8% | Reduced |
| Sequent Planning LLC | 5,582 | $327.1K | 0.08% | −15−0.3% | Reduced |
| Interchange Capital Partners, LLC | 5,573 | $326.6K | 0.06% | −356−6.0% | Reduced |
| BLB&B Advisors, LLC | 5,568 | $326.3K | 0.01% | −3−0.1% | Reduced |
| LCNB Corp | 5,559 | $325.7K | 0.11% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,557 | $325.6K | 0.02% | −100−1.8% | Reduced |
| Evergreen Capital Management LLC | 5,551 | $325.2K | 0.01% | −1,272−18.6% | Reduced |
| Sheets Smith Wealth Management | 5,544 | $324.8K | 0.04% | +591+11.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,536 | $324.3K | 0.09% | −95−1.7% | Reduced |
| Mechanics Bank Trust Department | 5,510 | $322.8K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,507 | $322.7K | 0.01% | −10,726−66.1% | Reduced |
| NDWM LLC | 5,500 | $322.2K | 0.21% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,480 | $321.1K | 0.05% | −20.0% | Reduced |
| Bayforest Capital Ltd | 5,448 | $319.2K | 0.24% | +1,965+56.4% | Added |
| 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 |
| First Bank & Trust | 5,419 | $317.5K | 0.05% | −33−0.6% | Reduced |
| Wexford Capital LP | 5,403 | $316.6K | 0.08% | +5,403 | New |
| Mather Group, LLC. | 5,400 | $316.4K | 0.00% | +178+3.4% | Added |
| Great Valley Advisor Group, Inc. | 5,395 | $316.0K | 0.01% | −277−4.9% | Reduced |
| Thomasville National Bank | 5,394 | $316.0K | 0.02% | −10,390−65.8% | Reduced |
| Pursuit Wealth Strategies, LLC | 5,302 | $310.7K | 0.44% | +5,302 | New |
| Chesapeake Wealth Management | 5,301 | $310.6K | 0.09% | +915+20.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,298 | $310.4K | 0.13% | −395−6.9% | Reduced |
| Diversified Enterprises, LLC | 5,262 | $308.3K | 0.02% | +5,262 | New |
| Net Worth Advisory Group | 5,253 | $307.8K | 0.06% | −60−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,211 | $307.8K | 0.02% | −6,679−56.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,155 | $307.2K | 0.01% | −42−0.8% | Reduced |
| Berger Financial Group, Inc | 5,237 | $306.9K | 0.02% | −29−0.6% | Reduced |
| Empower Advisory Group, LLC | 5,221 | $305.9K | 0.00% | +5,221 | New |
| Crestwood Advisors Group LLC | 5,210 | $305.3K | 0.01% | −268−4.9% | Reduced |
| Blue Fin Capital, Inc. | 5,203 | $304.9K | 0.05% | −5−0.1% | Reduced |
| Headinvest, LLC | 5,203 | $304.8K | 0.06% | −279−5.1% | Reduced |
| Oakmont Investment Advisors, Inc. | 5,162 | $302.4K | 0.22% | +5,162 | New |
| David Loasby | 5,169 | $301.8K | 0.02% | +455+9.7% | Added |
| Compass Ion Advisors, LLC | 5,142 | $301.2K | 0.03% | +15+0.3% | Added |
| Ritholtz Wealth Management | 5,129 | $300.5K | 0.01% | +223+4.5% | Added |
| Meadowbrook Wealth Management, LLC | 5,125 | $300.3K | 0.34% | −2,450−32.3% | Reduced |
| Bullock Wealth Management Group | 5,115 | $299.7K | 0.15% | +28+0.6% | Added |
| Allegheny Financial Group LTD | 5,113 | $299.6K | 0.04% | −30−0.6% | Reduced |
| Leonteq Securities AG | 5,092 | $298.3K | 0.02% | −783−13.3% | Reduced |
| Continuum Advisory, LLC | 5,045 | $295.6K | 0.03% | +216+4.5% | Added |
| Manske Wealth Management | 5,030 | $294.7K | 0.09% | −96−1.9% | Reduced |
| HF Advisory Group, LLC | 5,029 | $294.6K | 0.10% | −100−1.9% | Reduced |
| Cobblestone Asset Management LLC | 5,021 | $294.2K | 0.13% | −1,605−24.2% | Reduced |
| Independent Financial Group, LLC | 5,016 | $293.9K | 0.01% | +21+0.4% | Added |
| Northwest Bancshares, Inc. | 4,999 | $292.9K | 0.06% | −630−11.2% | Reduced |
| Longview Financial Advisors, Inc. | 4,996 | $292.7K | 0.20% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,973 | $291.4K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 4,962 | $290.7K | 0.25% | +4,962 | New |
| Advisor OS, LLC | 4,958 | $290.5K | 0.02% | +487+10.9% | Added |
| Quantitative Investment Management, LLC | 4,925 | $288.0K | 0.03% | +4,925 | New |
| Sivia Capital Partners, LLC | 4,896 | $286.9K | 0.06% | +381+8.4% | Added |
| Campion Asset Management LLC | 4,849 | $284.1K | 0.20% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 4,717 | $283.8K | 0.27% | +4,717 | New |
| Dividend Assets Capital, LLC | 4,842 | $283.7K | 0.05% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,822 | $282.5K | 0.01% | −75−1.5% | Reduced |
| Pines Wealth Management, LLC | 4,814 | $282.1K | 0.09% | +221+4.8% | Added |
| Wolverine Asset Management LLC | 4,799 | $281.2K | 0.00% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 4,775 | $279.8K | 0.03% | −1,953−29.0% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $277.1K | 0.17% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,725 | $276.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4,710 | $276.0K | 0.05% | +3,106+193.6% | Added |
| Shelton Capital Management | 4,701 | $275.4K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,687 | $274.6K | 0.01% | +4,687 | New |
| Alpha Cubed Investments, LLC | 4,687 | $274.6K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,668 | $273.5K | 0.02% | +4,668 | New |
| Meridian Financial, LLC | 4,656 | $272.8K | 0.15% | +38+0.8% | Added |
| Violich Capital Management, Inc. | 4,655 | $272.7K | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,622 | $270.8K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,616 | $270.4K | 0.06% | −6,282−57.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $269.5K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 4,590 | $268.9K | 0.02% | +27+0.6% | Added |
| Kinloch Capital, LLC | 4,577 | $268.2K | 0.12% | 00.0% | Unchanged |
| Camden National Bank | 4,571 | $267.8K | 0.04% | +39+0.9% | Added |
| WJ Financial Advisors LLC | 4,565 | $267.5K | 0.24% | −260−5.4% | Reduced |
| one8zero8, LLC | 4,559 | $267.1K | 0.06% | −450−9.0% | Reduced |
| Capital Performance Advisors LLP | 4,548 | $266.5K | 0.02% | +4,548 | New |
| Altrius Capital Management Inc | 4,507 | $264.1K | 0.06% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,502 | $263.8K | 0.02% | −2,247−33.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,497 | $263.5K | 0.02% | +195+4.5% | Added |
| Whittier Trust Co | 4,485 | $263.4K | 0.00% | −270−5.7% | Reduced |
| Morningstar Investment Management LLC | 4,492 | $263.0K | 0.02% | −111,755−96.1% | Reduced |
| NorthStar Asset Management LLC | 4,486 | $262.8K | 0.12% | −9−0.2% | Reduced |