Dominion Energy, Inc

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000715957

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in Dominion Energy, Inc as of Mar 31, 2026. 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: 1,487; +61 vs. Q4 2025
Shares held: 696.5M; +90.5M (+14.9%) vs. Q4 2025
Total value: $43.0B; +$7.54B (+21.2%) vs. Q4 2025
New holders: 160; 618 more added
Sold out: 99; 469 more reduced

27 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,487 institutions

Value heldQ1 2026: $43.0B

Institutions holding D and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2025.

Institutions holding D in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Roxbury Financial LLC	1	$61	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	1	$62	0.00%	−349−99.7%	Reduced
Parallax Volatility Advisers, L.P.	1	$62	0.00%	+1	New
3 Factor Indexing, LLC	1	$62	0.00%	+1	New
DHJJ Financial Advisors, Ltd.	3	$186	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	4	$247	0.00%	−1−20.0%	Reduced
Meramec Financial Planners, LLC	5	$312	0.00%	−175−97.2%	Reduced
E Fund Management (Hong Kong) Co., Ltd.	6	$371	0.00%	00.0%	Unchanged
West Branch Capital LLC	6	$371	0.00%	00.0%	Unchanged
Curio Wealth, LLC	6	$371	0.00%	+6	New
Raleigh Capital Management Inc.	8	$473	0.00%	−20−71.4%	Reduced
Davis Capital Management	8	$495	0.00%	−1−11.1%	Reduced
Seneschal Advisors, LLC	8	$495	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	10	$618	0.00%	00.0%	Unchanged
Portus Wealth Advisors, LLC	10	$618	0.00%	+10	New
Retirement Wealth Solutions LLC	10	$619	0.00%	−1−9.1%	Reduced
Torren Management, LLC	11	$663	0.00%	−545−98.0%	Reduced
Mascoma Wealth Management LLC	12	$742	0.00%	−12−50.0%	Reduced
Napier Financial, LLC	12	$742	0.00%	+12	New
Fortis Group Advisors, LLC	13	$804	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	13	$804	0.00%	+1+8.3%	Added
Nvest Wealth Strategies, Inc.	13	$804	0.00%	+13	New
Intentional Wealth Strategies, LLC	13	$804	0.00%	+13	New
MidFirst Bank	14	$865	0.00%	+14	New
TFC Financial Management	14	$866	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	15	$927	0.00%	−43−74.1%	Reduced
Coston, McIsaac & Partners	21	$1.00K	0.00%	00.0%	Unchanged
Phillip James Consulting Co.	9	$1.00K	0.00%	+9	New
Vision Retirement, LLC	18	$1.11K	0.00%	+18	New
Graney & King, LLC	22	$1.36K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	24	$1.45K	0.00%	+1+4.3%	Added
Sunrise Financial Services, LLC	24	$1.48K	0.00%	00.0%	Unchanged
Albion Financial Group	24	$1.48K	0.00%	+24	New
Rexford Capital Inc	25	$1.55K	0.00%	+25	New
MPWM Advisory Solutions, LLC	29	$1.79K	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	34	$2.10K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	34	$2.10K	0.00%	00.0%	Unchanged
Burk Holdings LLC	34	$2.10K	0.00%	+34	New
WestEnd Advisors, LLC	37	$2.29K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	38	$2.35K	0.00%	+31+442.9%	Added
Morton Brown Family Wealth, LLC	39	$2.41K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	39	$2.41K	0.00%	+31+387.5%	Added
Tidemark, LLC	40	$2.47K	0.00%	+7+21.2%	Added
Valued Wealth Advisors LLC	40	$2.48K	0.00%	+32+400.0%	Added
Bradley & Co. Private Wealth Management, LLC	44	$2.72K	0.00%	00.0%	Unchanged
United Community Bank	48	$2.97K	0.00%	−407−89.5%	Reduced
Strive Financial Group ,LLC	50	$3.00K	0.00%	00.0%	Unchanged
Forum Finance Group S.A.	50	$3.00K	0.00%	+50	New
Principia Wealth Advisory, LLC	52	$3.21K	0.00%	+5+10.6%	Added
Thompson Investment Management, Inc.	56	$3.46K	0.00%	00.0%	Unchanged
Robinswood Financial LLC	59	$3.67K	0.00%	+59	New
J.Safra Asset Management Corp	60	$3.71K	0.00%	00.0%	Unchanged
Benson Wealth Management INC	60	$3.71K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	62	$3.83K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	63	$3.90K	0.00%	+20+46.5%	Added
Ogorek Anthony Joseph	65	$4.00K	0.00%	−5−7.1%	Reduced
Penserra Capital Management LLC	75	$4.00K	0.00%	+3+4.2%	Added
Key Capital Management, INC	66	$4.08K	0.00%	+34+106.3%	Added
Strategic Wealth Partners, Ltd.	68	$4.20K	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	68	$4.20K	0.00%	+68	New
Carolina Wealth Advisors, LLC	70	$4.33K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	69	$4.36K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	71	$4.39K	0.00%	00.0%	Unchanged
Wealth Enhancement Trust Services, Inc.	72	$4.45K	0.00%	−17−19.1%	Reduced
POM Investment Strategies, LLC	82	$5.07K	0.01%	00.0%	Unchanged
Dunhill Financial, LLC	82	$5.08K	0.00%	+1+1.2%	Added
Raffa Wealth Management, LLC	84	$5.19K	0.00%	+3+3.7%	Added
Clark Wealth Partners	85	$5.25K	0.00%	+56+193.1%	Added
Measured Wealth Private Client Group, LLC	91	$5.63K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	93	$5.75K	0.00%	+31+50.0%	Added
Hurley Capital, LLC	95	$5.87K	0.00%	00.0%	Unchanged
Hamrick Investment Counsel, llc	102	$6.31K	0.00%	+102	New
Vision Financial Markets LLC	105	$6.47K	0.01%	+1+1.0%	Added
TopTier Wealth Management, LLC	109	$6.74K	0.00%	+109	New
IMG Wealth Management, Inc.	112	$6.92K	0.00%	−18−13.8%	Reduced
Kilter Group LLC	115	$7.11K	0.00%	+10+9.5%	Added
WPG Advisers, LLC	118	$7.29K	0.01%	−4−3.3%	Reduced
Cornerstone Financial Management LLC	118	$7.29K	0.01%	+24+25.5%	Added
Community Financial Services Group, LLC	120	$7.45K	0.00%	+120	New
Bayban	125	$7.73K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	126	$7.79K	0.00%	+13+11.5%	Added
Synergy Investment Management, LLC	129	$7.99K	0.00%	+129	New
Beacon Financial Strategies CORP	130	$8.04K	0.00%	00.0%	Unchanged
Prosperity Bancshares Inc	134	$8.28K	0.01%	−19−12.4%	Reduced
Clear Street Markets LLC	140	$8.65K	0.00%	−9,728−98.6%	Reduced
Clayton Financial Group LLC	141	$8.72K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	147	$9.09K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	148	$9.15K	0.00%	−405−73.2%	Reduced
Barrett & Company, Inc.	150	$9.27K	0.00%	00.0%	Unchanged
Innovative Asset Advisors Group, LLC	150	$9.27K	0.01%	+150	New
Asset Dedication, LLC	153	$9.46K	0.00%	00.0%	Unchanged
Newton One Investments LLC	153	$9.48K	0.00%	+1+0.7%	Added
Park Place Capital Corp	160	$9.89K	0.00%	00.0%	Unchanged
Kennebec Savings Bank	160	$9.89K	0.01%	00.0%	Unchanged
Signature Resources Capital Management, LLC	161	$9.95K	0.00%	+70+76.9%	Added
Chilton Capital Management LLC	161	$9.95K	0.00%	−266−62.3%	Reduced
Farmers & Merchants Trust Co of Chambersburg PA	160	$10.0K	0.00%	−100−38.5%	Reduced
Medallion Wealth Advisors, LLC	165	$10.2K	0.00%	+165	New
Ramirez Asset Management, Inc.	166	$10.3K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	168	$10.4K	0.00%	00.0%	Unchanged