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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 69 | $3.97K | 0.00% | +1+1.5% | Added |
| Beaird Harris Wealth Management, LLC | 62 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 62 | $3.63K | 0.00% | +19+44.2% | Added |
| J.Safra Asset Management Corp | 60 | $3.52K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 60 | $3.52K | 0.00% | +60 | New |
| HFM Investment Advisors, LLC | 58 | $3.40K | 0.00% | +43+286.7% | Added |
| Thompson Investment Management, Inc. | 56 | $3.28K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 52 | $3.05K | 0.00% | +52 | New |
| Strive Financial Group ,LLC | 50 | $2.93K | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 47 | $2.75K | 0.00% | +8+20.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 43 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 43 | $2.52K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 42 | $2.46K | 0.00% | +42 | New |
| Morton Brown Family Wealth, LLC | 39 | $2.29K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 37 | $2.17K | 0.00% | −2−5.1% | Reduced |
| Cheviot Value Management, LLC | 34 | $2.06K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 33 | $1.93K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 32 | $1.88K | 0.00% | +3+10.3% | Added |
| Key Capital Management, INC | 32 | $1.88K | 0.00% | +32 | New |
| MPWM Advisory Solutions, LLC | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $1.62K | 0.00% | +21+300.0% | Added |
| Winnow Wealth LLC | 26 | $1.53K | 0.00% | −1,557−98.4% | Reduced |
| Mascoma Wealth Management LLC | 24 | $1.41K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 24 | $1.41K | 0.00% | +24 | New |
| Strengthening Families & Communities, LLC | 23 | $1.36K | 0.00% | +19+475.0% | Added |
| Graney & King, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 20 | $1.17K | 0.00% | +20 | New |
| Coston, McIsaac & Partners | 21 | $1.00K | 0.00% | −38−64.4% | Reduced |
| Luken Investment Analytics, LLC | 15 | $879 | 0.00% | +15 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $879 | 0.00% | +15 | New |
| TFC Financial Management | 14 | $821 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 13 | $762 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $704 | 0.00% | +1+9.1% | Added |
| Retirement Wealth Solutions LLC | 11 | $645 | 0.00% | −2−15.4% | Reduced |
| REAP Financial Group, LLC | 10 | $586 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 9 | $528 | 0.00% | +9 | New |
| Davis Capital Management | 9 | $527 | 0.00% | +1+12.5% | Added |
| Tucker Asset Management LLC | 9 | $527 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 8 | $475 | 0.00% | +4+100.0% | Added |
| ZRC Wealth Management, LLC | 8 | $469 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $469 | 0.00% | +2+33.3% | Added |
| High Note Wealth, LLC | 7 | $410 | 0.00% | +1+16.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $360 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 6 | $352 | 0.00% | −420−98.6% | Reduced |
| West Branch Capital LLC | 6 | $352 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $352 | 0.01% | +6 | New |
| Caitong International Asset Management Co., Ltd | 5 | $293 | 0.00% | −2,175−99.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −91,103−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −68,819−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −63,169−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −59,231−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −58,425−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −51,371−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −46,050−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −42,667−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −38,883−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −34,515−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,380−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,479−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,510−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,047−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −15,766−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −15,011−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −13,333−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −9,317−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −9,212−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −8,910−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Vista Cima Wealth Management LLC | 0 | $0 | 0.00% | −7,649−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,453−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −6,718−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −5,983−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −5,726−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,949−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |