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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 10,277 | $602.1K | 0.04% | +594+6.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,251 | $600.6K | 0.02% | +787+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,171 | $595.9K | 0.02% | +4,142+68.7% | Added |
| Commerzbank Aktiengesellschaft | 10,125 | $593.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 10,114 | $592.6K | 0.18% | −53−0.5% | Reduced |
| Vontobel Holding Ltd. | 10,087 | $591.0K | 0.00% | −106−1.0% | Reduced |
| Smith, Moore & Co. | 10,035 | $588.0K | 0.04% | +500+5.2% | Added |
| denkapparat Operations GmbH | 10,028 | $587.5K | 0.32% | +4,332+76.1% | Added |
| PFG Investments, LLC | 9,997 | $585.7K | 0.03% | −29,138−74.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,993 | $585.5K | 0.04% | +636+6.8% | Added |
| Pathfinder Wealth Consulting, Inc. | 9,978 | $584.6K | 0.37% | +9,978 | New |
| Phoenix Wealth Advisors | 9,953 | $583.2K | 0.22% | −79−0.8% | Reduced |
| Liberty One Investment Management, LLC | 9,932 | $581.9K | 0.07% | −4,287−30.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,884 | $579.1K | 0.01% | +1,179+13.5% | Added |
| Rockland Trust Co | 9,873 | $578.5K | 0.02% | +1,240+14.4% | Added |
| Capital Asset Advisory Services LLC | 9,848 | $578.3K | 0.02% | −818−7.7% | Reduced |
| Clear Street Markets LLC | 9,868 | $578.2K | 0.10% | +6,897+232.1% | Added |
| EP Wealth Advisors, LLC | 9,793 | $573.8K | 0.00% | +9,793 | New |
| CAPROCK Group, Inc. | 9,769 | $572.4K | 0.01% | −4,611−32.1% | Reduced |
| Bragg Financial Advisors, Inc | 9,756 | $571.6K | 0.02% | −1,495−13.3% | Reduced |
| Harbour Investments, Inc. | 9,733 | $570.2K | 0.01% | +2,440+33.5% | Added |
| FourThought Financial Partners, LLC | 9,701 | $568.4K | 0.05% | +705+7.8% | Added |
| Institute for Wealth Management, LLC. | 9,676 | $566.9K | 0.06% | −100−1.0% | Reduced |
| Register Financial Advisors LLC | 9,629 | $564.2K | 0.22% | +2,535+35.7% | Added |
| Coppell Advisory Solutions LLC | 9,509 | $561.6K | 0.06% | −152−1.6% | Reduced |
| Hughes Financial Services, LLC | 9,534 | $558.6K | 0.09% | +949+11.1% | Added |
| VeraBank, N.A. | 9,529 | $558.3K | 0.10% | −170−1.8% | Reduced |
| Summit Financial, LLC | 9,525 | $558.1K | 0.01% | +1,591+20.1% | Added |
| Maridea Wealth Management LLC | 9,524 | $558.0K | 0.08% | +498+5.5% | Added |
| Bridgewater Associates, LP | 9,441 | $553.1K | 0.00% | −8,336−46.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,428 | $552.4K | 0.07% | +9,428 | New |
| Signature Estate & Investment Advisors LLC | 9,261 | $542.6K | 0.01% | +1,344+17.0% | Added |
| Legacy Financial Advisors, Inc. | 9,255 | $542.3K | 0.08% | −1,136−10.9% | Reduced |
| 1620 Investment Advisors, Inc. | 9,121 | $534.4K | 0.36% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 9,121 | $534.4K | 0.25% | +735+8.8% | Added |
| Sage Mountain Advisors LLC | 9,118 | $534.2K | 0.03% | +9,118 | New |
| Triangle Securities Wealth Management | 9,111 | $533.8K | 0.11% | +10.0% | Added |
| Fragasso Group Inc. | 9,108 | $533.6K | 0.03% | −62−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,106 | $533.5K | 0.01% | −358−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,074 | $531.6K | 0.01% | +133+1.5% | Added |
| Hayek Kallen Investment Management | 9,028 | $529.0K | 0.17% | −800−8.1% | Reduced |
| CX Institutional | 8,988 | $527.0K | 0.02% | −1,477−14.1% | Reduced |
| Wealth Quarterback LLC | 8,958 | $524.9K | 0.19% | +874+10.8% | Added |
| Fideuram Asset Management (Ireland) dac | 9,224 | $524.4K | 0.04% | +9,224 | New |
| Premier Path Wealth Partners, LLC | 8,920 | $522.6K | 0.07% | +70+0.8% | Added |
| Chapman Financial Group, LLC | 8,910 | $522.0K | 0.36% | −100−1.1% | Reduced |
| Modera Wealth Management, LLC | 8,879 | $520.2K | 0.01% | −728−7.6% | Reduced |
| Agf Management Ltd | 8,878 | $520.2K | 0.00% | +58+0.7% | Added |
| Family Legacy Financial Solutions, LLC | 8,879 | $520.0K | 0.40% | +935+11.8% | Added |
| Passumpsic Savings Bank | 8,828 | $517.2K | 0.28% | +8,828 | New |
| Sax Wealth Advisors, LLC | 8,814 | $516.4K | 0.02% | +1,594+22.1% | Added |
| DiNuzzo Private Wealth, Inc. | 8,798 | $515.5K | 0.06% | +194+2.3% | Added |
| Camelot Portfolios, LLC | 8,740 | $512.1K | 0.32% | −34−0.4% | Reduced |
| Advyzon Investment Management, LLC | 8,738 | $511.9K | 0.06% | +4,996+133.5% | Added |
| V-Square Quantitative Management LLC | 8,733 | $511.7K | 0.05% | −2,751−24.0% | Reduced |
| Farmers Trust Co | 8,707 | $510.1K | 0.08% | +490+6.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 8,636 | $507.9K | 0.19% | +8,636 | New |
| Armstrong Advisory Group, Inc | 8,664 | $507.6K | 0.03% | −352−3.9% | Reduced |
| SBI Securities Co., Ltd. | 8,584 | $502.9K | 0.01% | +1,968+29.7% | Added |
| 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 |
| United Advisor Group, LLC | 8,566 | $501.9K | 0.06% | −468−5.2% | Reduced |
| Nations Financial Group Inc, | 8,505 | $498.3K | 0.03% | −177−2.0% | Reduced |
| SS&H Financial Advisors, Inc. | 8,493 | $498.0K | 0.15% | 00.0% | Unchanged |
| Eastern Bank | 8,497 | $497.8K | 0.01% | −1,200−12.4% | Reduced |
| Archetype Wealth Partners | 8,458 | $496.0K | 0.06% | −2,268−21.1% | Reduced |
| Lantern Wealth Advisors, LLC | 8,450 | $495.1K | 0.26% | +416+5.2% | Added |
| BIP Wealth, LLC | 8,392 | $491.7K | 0.02% | +8,392 | New |
| Oak Harbor Wealth Partners, LLC | 8,337 | $488.5K | 0.12% | −909−9.8% | Reduced |
| Citizens Financial Group Inc | 8,288 | $485.6K | 0.01% | −79−0.9% | Reduced |
| Rowland & Co Investment Counsel | 8,265 | $484.3K | 0.09% | −900−9.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,248 | $483.3K | 0.06% | +4,919+147.8% | Added |
| Cresset Asset Management, LLC | 8,244 | $483.0K | 0.00% | −156−1.9% | Reduced |
| Cigna Investments Inc | 8,191 | $480.0K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 8,191 | $479.9K | 0.02% | −295−3.5% | Reduced |
| Bay Rivers Group | 8,161 | $478.1K | 0.19% | −102−1.2% | Reduced |
| Kidder Stephen W | 8,157 | $477.9K | 0.13% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,139 | $476.9K | 0.04% | −263−3.1% | Reduced |
| GTS Securities LLC | 8,120 | $475.8K | 0.02% | −2,789−25.6% | Reduced |
| Smithfield Trust Co | 8,067 | $472.0K | 0.02% | +2,267+39.1% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $471.7K | 0.23% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,043 | $471.2K | 0.03% | +103+1.3% | Added |
| Empire Financial Management Company, LLC | 8,022 | $470.0K | 0.10% | −32−0.4% | Reduced |
| Graver Capital Management, LLC | 8,000 | $468.7K | 0.37% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 7,959 | $466.3K | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 7,922 | $464.1K | 0.02% | +272+3.6% | Added |
| Total Wealth Planning & Management, Inc. | 7,884 | $461.9K | 0.37% | +7,884 | New |
| Syon Capital LLC | 7,840 | $459.3K | 0.02% | +2,338+42.5% | Added |
| Koshinski Asset Management, Inc. | 7,828 | $458.7K | 0.03% | +212+2.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,806 | $457.4K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,801 | $457.0K | 0.01% | −48−0.6% | Reduced |
| Manchester Capital Management LLC | 7,757 | $454.5K | 0.06% | −975−11.2% | Reduced |
| Kentucky Trust Co | 7,740 | $453.5K | 0.24% | −200−2.5% | Reduced |
| RVW Wealth, LLC | 7,725 | $452.6K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,717 | $452.1K | 0.01% | +715+10.2% | Added |
| Element Pointe Advisors, LLC | 7,680 | $450.0K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,678 | $449.8K | 0.02% | +620+8.8% | Added |
| SeaCrest Wealth Management, LLC | 7,874 | $449.5K | 0.05% | +17+0.2% | Added |
| Worldquant Millennium Advisors LLC | 7,666 | $449.2K | 0.00% | +7,666 | New |
| Ameritas Investment Partners, Inc. | 7,643 | $447.8K | 0.01% | −136−1.7% | Reduced |