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 |
|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 4,480 | $262.5K | 0.12% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,476 | $262.2K | 0.11% | +15+0.3% | Added |
| Eagle Strategies LLC | 4,469 | $261.8K | 0.03% | −3−0.1% | Reduced |
| Massmutual Trust Co FSB | 4,455 | $261.0K | 0.01% | +92+2.1% | Added |
| Zions Bancorporation, National Association | 4,444 | $260.4K | 0.01% | +2,929+193.3% | Added |
| Checchi Capital Advisers, LLC | 4,430 | $259.6K | 0.02% | −160−3.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,428 | $259.4K | 0.01% | +4,428 | New |
| Essex Savings Bank | 4,391 | $257.3K | 0.06% | −595−11.9% | Reduced |
| Clarius Group, LLC | 4,370 | $256.0K | 0.01% | +17+0.4% | Added |
| Colonial Trust Co | 4,365 | $255.7K | 0.03% | −2,691−38.1% | Reduced |
| Ofi Invest Asset Management | 4,358 | $255.3K | 0.00% | +4,358 | New |
| Cahaba Wealth Management, Inc. | 4,353 | $255.0K | 0.02% | +43+1.0% | Added |
| Ausdal Financial Partners, Inc. | 4,307 | $252.4K | 0.01% | +460+12.0% | Added |
| Flynn Zito Capital Management, LLC | 4,307 | $252.4K | 0.09% | +33+0.8% | Added |
| Arvest Bank Trust Division | 4,302 | $252.1K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,299 | $251.9K | 0.01% | +33+0.8% | Added |
| Parkside Financial Bank & Trust | 4,296 | $251.7K | 0.02% | +2,053+91.5% | Added |
| L2 Asset Management, LLC | 4,296 | $251.7K | 0.03% | +290+7.2% | Added |
| CJM Wealth Advisers, Ltd. | 4,292 | $251.5K | 0.08% | −73−1.7% | Reduced |
| Summit Wealth Group LLC | 4,283 | $251.0K | 0.03% | +4,283 | New |
| Novak & Powell Financial Services, Inc. | 4,280 | $250.8K | 0.13% | +31+0.7% | Added |
| Somerset Trust Co | 4,280 | $250.8K | 0.08% | +344+8.7% | Added |
| Howard Bailey Securities, LLC | 4,273 | $250.4K | 0.10% | +86+2.1% | Added |
| 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 |
| Diversified Trust Co | 4,260 | $249.6K | 0.00% | −532−11.1% | Reduced |
| Thryve Wealth Management LLC | 4,256 | $249.4K | 0.12% | +4,256 | New |
| PDS Planning, Inc | 4,239 | $248.4K | 0.02% | −435−9.3% | Reduced |
| Reliant Investment Partners, LLC | 4,234 | $248.1K | 0.19% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,230 | $247.8K | 0.03% | +10+0.2% | Added |
| First United Bank Trust | 4,148 | $243.0K | 0.08% | −35−0.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,145 | $243.0K | 0.16% | −125−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,134 | $242.2K | 0.12% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,133 | $242.2K | 0.01% | +4,133 | New |
| Nadler Financial Group, Inc. | 4,132 | $242.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,117 | $241.2K | 0.01% | −870−17.4% | Reduced |
| Boltwood Capital Management | 4,105 | $240.5K | 0.06% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 4,102 | $240.3K | 0.11% | +4,102 | New |
| MSH Capital Advisors LLC | 4,093 | $239.8K | 0.05% | +238+6.2% | Added |
| King Luther Capital Management Corp | 4,061 | $237.9K | 0.00% | −9−0.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $237.8K | 0.14% | 00.0% | Unchanged |
| 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 |
| Heritage Wealth Management, Inc. | 4,014 | $235.2K | 0.07% | −188−4.5% | Reduced |
| Herold Advisors, Inc. | 4,000 | $234.4K | 0.05% | −300−7.0% | Reduced |
| Sterling Investment Counsel, LLC | 4,351 | $234.3K | 0.07% | +4,351 | New |
| Mint Tower Capital Management B.V. | 4,000 | $234.0K | 0.03% | +2,000+100.0% | Added |
| Fulton Breakefield Broenniman LLC | 3,987 | $233.6K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,981 | $233.2K | 0.06% | −71−1.8% | Reduced |
| Athena Investment Management | 3,980 | $233.2K | 0.12% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,970 | $232.6K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 3,961 | $232.1K | 0.08% | −29−0.7% | Reduced |
| Sapient Capital LLC | 3,914 | $231.2K | 0.00% | +114+3.0% | Added |
| Ballast, Inc. | 3,942 | $231.0K | 0.05% | +4+0.1% | Added |
| Private Trust Co NA | 3,941 | $230.9K | 0.02% | −171−4.2% | Reduced |
| Park National Corp | 3,938 | $230.7K | 0.01% | −407−9.4% | Reduced |
| D.B. Root & Company, LLC | 3,932 | $230.4K | 0.06% | +5+0.1% | Added |
| Soltis Investment Advisors LLC | 3,931 | $230.3K | 0.02% | −273−6.5% | Reduced |
| Cfo Capital Management LLC | 3,912 | $229.2K | 0.17% | +3,912 | New |
| Sound Income Strategies, LLC | 3,737 | $228.4K | 0.01% | +475+14.6% | Added |
| Sowell Financial Services LLC | 3,887 | $227.8K | 0.01% | −171−4.2% | Reduced |
| Welch & Forbes LLC | 3,870 | $226.7K | 0.00% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,850 | $225.6K | 0.03% | −310−7.5% | Reduced |
| North Star Investment Management Corp. | 3,845 | $225.3K | 0.01% | +8+0.2% | Added |
| Evoke Wealth, LLC | 3,844 | $225.2K | 0.00% | −2,399−38.4% | Reduced |
| Old North State Trust, LLC | 3,844 | $225.0K | 0.13% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,840 | $225.0K | 0.10% | −216−5.3% | Reduced |
| Bank of New Hampshire | 3,830 | $224.4K | 0.05% | −90−2.3% | Reduced |
| Bank & Trust Co | 3,823 | $224.0K | 0.16% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,816 | $223.6K | 0.00% | +3,816 | New |
| Palisade Asset Management, LLC | 3,805 | $222.9K | 0.02% | −22,353−85.5% | Reduced |
| Money Concepts Capital Corp | 3,787 | $221.9K | 0.01% | +3,787 | New |
| Frec Markets, Inc. | 3,780 | $221.5K | 0.06% | +3,780 | New |
| Colonial Trust Advisors | 3,771 | $220.9K | 0.02% | −190−4.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 3,766 | $220.7K | 0.15% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,758 | $220.2K | 0.08% | −15−0.4% | Reduced |
| Genesis Private Wealth, LLC | 3,758 | $220.2K | 0.07% | +119+3.3% | Added |
| Armor Investment Advisors, LLC | 3,714 | $217.6K | 0.08% | −200−5.1% | Reduced |
| 71 West Capital Partners | 3,706 | $217.1K | 0.01% | +3,706 | New |
| Onyx Bridge Wealth Group LLC | 3,702 | $216.9K | 0.02% | +102+2.8% | Added |
| Leo Wealth, LLC | 3,699 | $216.7K | 0.02% | −205−5.3% | Reduced |
| UMA Financial Services, Inc. | 3,684 | $215.8K | 0.03% | −130−3.4% | Reduced |
| Norris Financial Group, LLC | 3,680 | $215.6K | 0.07% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,675 | $215.3K | 0.16% | −115−3.0% | Reduced |
| M.E. Allison & Co., Inc. | 3,672 | $215.2K | 0.15% | 00.0% | Unchanged |
| Decision Investments, Inc | 3,656 | $214.2K | 0.23% | +3,656 | New |
| WealthPoint Financial, LLC | 3,655 | $214.1K | 0.19% | +3,655 | New |
| Boston Private Wealth LLC | 3,653 | $214.0K | 0.01% | −1,437−28.2% | Reduced |
| Farmers National Bank | 3,650 | $213.9K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,650 | $213.8K | 0.04% | −108−2.9% | Reduced |
| Howard Capital Management Group, LLC | 3,635 | $213.0K | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 3,631 | $212.7K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,627 | $212.5K | 0.01% | +273+8.1% | Added |
| Berkshire Asset Management LLC | 3,625 | $212.4K | 0.01% | +3,625 | New |
| Old Port Advisors | 3,616 | $211.9K | 0.05% | −92−2.5% | Reduced |
| Versant Capital Management, Inc | 3,608 | $211.4K | 0.03% | +60+1.7% | Added |
| Richardson Financial Services Inc. | 3,605 | $211.2K | 0.13% | +865+31.6% | Added |
| Founders Grove Wealth Partners, LLC | 3,571 | $209.2K | 0.05% | +3,571 | New |
| David J Yvars Group | 3,543 | $207.6K | 0.11% | +3+0.1% | Added |
| MTM Investment Management, LLC | 3,540 | $207.4K | 0.07% | 00.0% | Unchanged |