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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVWM, LLC | 168 | $10.4K | 0.00% | +42+33.3% | Added |
| Bell Investment Advisors, Inc | 176 | $10.9K | 0.00% | −164−48.2% | Reduced |
| Marquette Asset Management, LLC | 183 | $11.3K | 0.00% | +71+63.4% | Added |
| Dogwood Wealth Management LLC | 185 | $11.4K | 0.00% | +47+34.1% | Added |
| BOK Financial Private Wealth, Inc. | 188 | $11.6K | 0.00% | −12−6.0% | Reduced |
| Boreal Capital Management LLC | 190 | $11.7K | 0.01% | −100−34.5% | Reduced |
| Lodestone Wealth Management LLC | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 198 | $12.2K | 0.01% | −10−4.8% | Reduced |
| Princeton Global Asset Management LLC | 200 | $12.4K | 0.00% | +2+1.0% | Added |
| Cetera Trust Company, N.A | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 197 | $12.5K | 0.02% | +2+1.0% | Added |
| True Wealth Design, LLC | 202 | $12.5K | 0.00% | −7−3.3% | Reduced |
| 1015 Capital Partners, LLC | 202 | $12.5K | 0.01% | +6+3.1% | Added |
| Nemes Rush Group LLC | 209 | $12.9K | 0.00% | −13−5.9% | Reduced |
| Gables Capital Management Inc. | 210 | $13.0K | 0.01% | −110−34.4% | Reduced |
| Acima Private Wealth, LLC | 213 | $13.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $13.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 221 | $13.6K | 0.00% | +2+0.9% | Added |
| Highline Wealth Partners LLC | 222 | $13.8K | 0.00% | −72−24.5% | Reduced |
| Winch Advisory Services, LLC | 223 | $13.8K | 0.00% | +2+0.9% | Added |
| McIlrath & Eck, LLC | 230 | $14.2K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 232 | $14.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 235 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 235 | $14.5K | 0.00% | +127+117.6% | Added |
| Legacy Bridge, LLC | 245 | $15.1K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 247 | $15.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 250 | $15.5K | 0.00% | −182−42.1% | Reduced |
| Trust Co | 252 | $15.6K | 0.00% | +96+61.5% | Added |
| Smallwood Wealth Investment Management, LLC | 258 | $15.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 265 | $16.4K | 0.00% | +4+1.5% | Added |
| BankPlus Trust Department | 268 | $16.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 269 | $16.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 271 | $16.8K | 0.00% | +271 | New |
| Miller Wealth Advisors, LLC | 280 | $17.3K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 285 | $17.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 286 | $17.7K | 0.01% | +5+1.8% | Added |
| Evolution Wealth Management Inc. | 287 | $17.7K | 0.01% | +187+187.0% | Added |
| Avion Wealth | 293 | $18.0K | 0.00% | +32+12.3% | Added |
| Legacy Wealth Managment, LLC | 293 | $18.1K | 0.01% | +195+199.0% | Added |
| Operose Advisors LLC | 294 | $18.2K | 0.00% | +94+47.0% | Added |
| Johnson Financial Group, Inc. | 294 | $18.2K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 300 | $18.5K | 0.02% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 300 | $18.5K | 0.01% | +300 | New |
| Covestor Ltd | 308 | $19.0K | 0.01% | −140−31.3% | Reduced |
| Westfuller Advisors, LLC | 313 | $19.3K | 0.01% | +20+6.8% | Added |
| NCP Inc. | 314 | $19.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 360 | $20.3K | 0.01% | −400−52.6% | Reduced |
| Arlington Trust Co LLC | 340 | $21.0K | 0.00% | +110+47.8% | Added |
| Team Financial Group, LLC | 342 | $21.2K | 0.01% | +4+1.2% | Added |
| Horizon Financial Services, LLC | 348 | $21.5K | 0.01% | +161+86.1% | Added |
| Wilkerson Advisory Group LLC | 349 | $21.6K | 0.01% | +184+111.5% | Added |
| Kemnay Advisory Services Inc. | 354 | $21.9K | 0.00% | +14+4.1% | Added |
| Sit Investment Associates Inc | 349 | $22.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 360 | $22.3K | 0.00% | +360 | New |
| Wolff Wiese Magana LLC | 360 | $22.3K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 361 | $22.3K | 0.02% | −414−53.4% | Reduced |
| Tiaa Trust, National Association | 367 | $22.7K | 0.00% | −38,813−99.1% | Reduced |
| Joseph Group Capital Management | 368 | $22.8K | 0.01% | +368 | New |
| Abound Wealth Management | 387 | $23.9K | 0.01% | +169+77.5% | Added |
| Ameriflex Group, Inc. | 398 | $24.6K | 0.01% | −1,303−76.6% | Reduced |
| Optiver Holding B.V. | 399 | $24.7K | 0.00% | −2,252−84.9% | Reduced |
| Sachetta, LLC | 402 | $24.9K | 0.01% | −204−33.7% | Reduced |
| Gladwyn Financial Advisors, Inc. | 404 | $25.0K | 0.02% | +4+1.0% | Added |
| Bare Financial Services, Inc | 423 | $26.1K | 0.01% | +40+10.4% | Added |
| Access Investment Management LLC | 425 | $26.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 425 | $26.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 426 | $26.3K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 429 | $26.5K | 0.00% | +429 | New |
| Ossiam | 436 | $27.0K | 0.00% | −21,545−98.0% | Reduced |
| Frazier Financial Advisors, LLC | 457 | $28.3K | 0.02% | −113−19.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $28.6K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 469 | $29.0K | 0.00% | +469 | New |
| TD Waterhouse Canada Inc. | 475 | $29.5K | 0.00% | +475 | New |
| Monetary Management Group Inc | 479 | $29.6K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 480 | $29.7K | 0.00% | +480 | New |
| Blueline Advisors LLC | 486 | $30.0K | 0.02% | +5+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 490 | $30.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $30.9K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 500 | $30.9K | 0.02% | +500 | New |
| Trask Adam Roland | 500 | $30.9K | 0.03% | +500 | New |
| Roble, Belko & Company, Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 507 | $31.3K | 0.01% | −78−13.3% | Reduced |
| Gen-Wealth Partners Inc | 511 | $31.6K | 0.01% | +51+11.1% | Added |
| VSM Wealth Advisory, LLC | 517 | $32.0K | 0.01% | +5+1.0% | Added |
| OP Asset Management Ltd | 548 | $33.9K | 0.00% | +548 | New |
| Foster Dykema Cabot & Partners, LLC | 550 | $34.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $34.4K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 563 | $34.8K | 0.01% | +62+12.4% | Added |
| Stone House Investment Management, LLC | 593 | $36.7K | 0.01% | +561+1,753.1% | Added |
| Kimelman & Baird, LLC | 600 | $37.1K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $37.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $37.1K | 0.01% | +100+20.0% | Added |
| Cornerstone Planning Group LLC | 591 | $37.2K | 0.00% | +73+14.1% | Added |
| Byrne Asset Management LLC | 605 | $37.4K | 0.02% | −70−10.4% | Reduced |