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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 7,642 | $447.7K | 0.16% | −203−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,567 | $443.4K | 0.01% | −16,090−68.0% | Reduced |
| Triumph Capital Management | 7,560 | $442.9K | 0.10% | +7,560 | New |
| Outfitter Financial LLC | 7,515 | $440.3K | 0.35% | −515−6.4% | Reduced |
| Sar Wealth Management Group, LLC | 7,493 | $439.0K | 0.24% | +10.0% | Added |
| Wealth Alliance | 7,488 | $438.7K | 0.04% | +2,502+50.2% | Added |
| BKD Wealth Advisors, LLC | 7,448 | $436.4K | 0.01% | −421−5.4% | Reduced |
| Investors Asset Management of Georgia Inc | 7,432 | $435.4K | 0.18% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,419 | $434.7K | 0.03% | +272+3.8% | Added |
| Cidel Asset Management Inc | 7,413 | $434.3K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $434.0K | 0.13% | 00.0% | Unchanged |
| Vista Investment Management | 7,406 | $433.9K | 0.14% | −7,400−50.0% | Reduced |
| Advisory Alpha, LLC | 7,392 | $433.3K | 0.01% | +545+8.0% | Added |
| McMillan Office, Inc. | 7,393 | $433.2K | 0.05% | +7,393 | New |
| Beacon Investment Advisors LLC | 7,386 | $432.8K | 0.17% | +7,386 | New |
| 1st Source Bank | 7,367 | $431.6K | 0.02% | −177−2.3% | Reduced |
| Luts & Greenleigh Group, Inc | 7,357 | $431.0K | 0.37% | +1,762+31.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,365 | $431.0K | 0.28% | +740+11.2% | Added |
| Leavell Investment Management, Inc. | 7,341 | $430.1K | 0.02% | −166−2.2% | Reduced |
| Pointe Capital Management LLC | 7,338 | $429.9K | 0.21% | −1,262−14.7% | Reduced |
| Cornerstone Wealth Management, LLC | 7,316 | $428.7K | 0.02% | −235−3.1% | Reduced |
| Blue Rock Wealth Management LLC | 7,280 | $427.6K | 0.27% | +651+9.8% | Added |
| Abacus Planning Group, Inc. | 7,256 | $425.1K | 0.06% | +673+10.2% | Added |
| Longfellow Investment Management Co LLC | 7,239 | $424.1K | 0.10% | −6,698−48.1% | Reduced |
| Mystic Asset Management, Inc. | 7,237 | $424.0K | 0.10% | −60−0.8% | Reduced |
| Z3 Capital Partners, LLC | 7,227 | $423.4K | 0.10% | +7,227 | New |
| Castle Rock Wealth Management, LLC | 6,885 | $422.4K | 0.09% | +177+2.6% | Added |
| Investors Research Corp | 7,200 | $421.8K | 0.08% | −66−0.9% | Reduced |
| Private Wealth Partners, LLC | 7,200 | $421.8K | 0.03% | +155+2.2% | Added |
| Mach-1 Financial Group, Inc. | 7,159 | $419.4K | 0.09% | +7,159 | New |
| Envestnet Portfolio Solutions, Inc. | 7,123 | $417.3K | 0.00% | +440+6.6% | Added |
| Nwam LLC | 6,940 | $416.5K | 0.02% | −6,470−48.2% | Reduced |
| Sunbelt Securities, Inc. | 7,106 | $416.3K | 0.03% | −425−5.6% | Reduced |
| Fiduciary Group LLC | 7,082 | $414.9K | 0.03% | −345−4.6% | Reduced |
| Triad Wealth Partners, LLC | 7,071 | $414.3K | 0.04% | +522+8.0% | Added |
| Sovran Advisors, LLC | 6,857 | $413.8K | 0.04% | +149+2.2% | Added |
| Stokes Family Office, LLC | 7,003 | $410.3K | 0.04% | −20−0.3% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,978 | $408.9K | 0.33% | −61−0.9% | Reduced |
| Panagora Asset Management Inc | 6,929 | $406.0K | 0.00% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 6,694 | $403.2K | 0.06% | +1,396+26.3% | Added |
| AlphaStar Capital Management, LLC | 6,878 | $403.0K | 0.03% | −2,740−28.5% | Reduced |
| Centurion Wealth Management LLC | 6,810 | $399.0K | 0.09% | −29−0.4% | Reduced |
| Journey Strategic Wealth LLC | 6,798 | $398.3K | 0.01% | +212+3.2% | Added |
| Change Path, LLC | 6,791 | $397.9K | 0.01% | +1,463+27.5% | Added |
| Harmony Asset Management LLC | 6,727 | $394.1K | 0.13% | −829−11.0% | Reduced |
| Forum Financial Management, LP | 6,725 | $394.0K | 0.01% | +1,151+20.6% | Added |
| Barr E S & Co | 6,667 | $390.6K | 0.02% | +6,667 | New |
| Capital Analysts, LLC | 6,651 | $390.0K | 0.01% | +157+2.4% | Added |
| PCM Encore, LLC | 6,645 | $389.3K | 0.08% | +6,645 | New |
| Jaffetilchin Investment Partners, LLC | 6,641 | $389.1K | 0.02% | −944−12.4% | Reduced |
| First Command Advisory Services, Inc. | 6,608 | $387.2K | 0.00% | −356−5.1% | Reduced |
| MBM Wealth Consultants, LLC | 6,581 | $385.6K | 0.09% | +6,581 | New |
| Cornerstone Advisory, LLC | 6,572 | $385.0K | 0.04% | −428−6.1% | Reduced |
| Busey Wealth Management | 6,563 | $384.5K | 0.01% | −240−3.5% | Reduced |
| Voleon Capital Management LP | 6,562 | $384.5K | 0.01% | −14,742−69.2% | Reduced |
| Hantz Financial Services, Inc. | 6,547 | $384.0K | 0.01% | −187−2.8% | Reduced |
| Thrive Capital Management, LLC | 6,546 | $383.5K | 0.09% | +126+2.0% | Added |
| OLIO Financial Planning | 6,541 | $383.2K | 0.11% | +64+1.0% | Added |
| Alpha Family Trust | 6,540 | $383.2K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,510 | $381.4K | 0.02% | +604+10.2% | Added |
| Inceptionr LLC | 6,470 | $379.1K | 0.11% | +6,470 | New |
| EverSource Wealth Advisors, LLC | 6,452 | $378.0K | 0.01% | −356−5.2% | Reduced |
| Xcel Wealth Management, LLC | 6,417 | $376.0K | 0.10% | +6,417 | New |
| Walker Asset Management, LLC | 6,412 | $375.7K | 0.20% | +270+4.4% | Added |
| Smith Group Asset Management, LLC | 6,400 | $375.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,395 | $374.7K | 0.00% | −910−12.5% | Reduced |
| Johnson Investment Counsel Inc | 6,318 | $370.2K | 0.00% | −47−0.7% | Reduced |
| Ancora Advisors, LLC | 6,270 | $367.4K | 0.01% | −946−13.1% | Reduced |
| International Private Wealth Advisors LLC | 6,264 | $367.0K | 0.23% | −18−0.3% | Reduced |
| Montag A & Associates Inc | 6,245 | $365.9K | 0.02% | +330+5.6% | Added |
| Evermay Wealth Management LLC | 6,238 | $365.5K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,221 | $364.5K | 0.01% | −450−6.7% | Reduced |
| Salem Investment Counselors Inc | 6,212 | $364.0K | 0.01% | +20+0.3% | Added |
| RFG Advisory, LLC | 6,212 | $363.9K | 0.01% | −220−3.4% | Reduced |
| Hudock, Inc. | 6,209 | $363.8K | 0.05% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 6,196 | $363.1K | 0.03% | −758−10.9% | Reduced |
| Nilsine Partners, LLC | 6,191 | $362.7K | 0.03% | −431−6.5% | Reduced |
| MEMBERS Trust Co | 6,161 | $361.0K | 0.01% | −2,820−31.4% | Reduced |
| Firethorn Wealth Partners, LLC | 6,161 | $360.9K | 0.14% | +292+5.0% | Added |
| Romano Brothers and Company | 6,132 | $359.3K | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 6,127 | $359.0K | 0.02% | +6,127 | New |
| Vanguard Capital Wealth Advisors | 6,100 | $357.4K | 0.29% | −5,200−46.0% | Reduced |
| Private Client Services, LLC | 6,096 | $357.1K | 0.11% | +30.0% | Added |
| IFG Advisory, LLC | 6,087 | $356.6K | 0.02% | +561+10.2% | Added |
| Curat Global, LLC | 6,065 | $355.3K | 0.39% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 6,061 | $355.1K | 0.30% | −1,205−16.6% | Reduced |
| Cypress Capital Group | 6,015 | $352.4K | 0.04% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,001 | $351.6K | 0.25% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $350.1K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,956 | $348.9K | 0.01% | −1,391−18.9% | Reduced |
| S.A. Mason LLC | 5,950 | $348.6K | 0.14% | +3,000+101.7% | Added |
| AlphaGrep UK Ltd | 5,939 | $348.0K | 0.12% | +5,939 | New |
| JBR Co Financial Management Inc | 5,932 | $347.6K | 0.15% | −1,250−17.4% | Reduced |
| Parsons Capital Management Inc | 5,859 | $343.3K | 0.02% | −1,080−15.6% | Reduced |
| SFMG, LLC | 5,853 | $342.9K | 0.02% | +503+9.4% | Added |
| Pure Financial Advisors, Inc. | 5,851 | $342.8K | 0.01% | −1,200−17.0% | Reduced |
| St Germain D J Co Inc | 5,827 | $341.4K | 0.01% | −150−2.5% | Reduced |
| Sharp Financial Services, LLC | 5,825 | $341.3K | 0.17% | +1,771+43.7% | Added |
| Warner Financial, Inc | 5,828 | $341.0K | 0.12% | 00.0% | Unchanged |
| United Bank | 5,810 | $340.4K | 0.04% | −423−6.8% | Reduced |