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 |
|---|---|---|---|---|---|
| Bravera Wealth | 616 | $38.1K | 0.02% | +529+608.0% | Added |
| Scarborough Advisors, LLC | 620 | $38.3K | 0.00% | +51+9.0% | Added |
| Beacon Investment Advisory Services, Inc. | 620 | $38.3K | 0.00% | +620 | New |
| Center for Financial Planning, Inc. | 641 | $39.6K | 0.00% | −80−11.1% | Reduced |
| Corsicana & Co. | 725 | $40.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 666 | $41.0K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 665 | $41.1K | 0.02% | +665 | New |
| CGC Financial Services, LLC | 681 | $42.1K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 694 | $42.9K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 700 | $43.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $43.3K | 0.01% | +700 | New |
| Atlantic Trust, LLC | 702 | $43.4K | 0.01% | −14−2.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 718 | $44.4K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 723 | $44.7K | 0.01% | −267−27.0% | Reduced |
| Decker Retirement Planning Inc. | 724 | $44.8K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 754 | $46.6K | 0.01% | +754 | New |
| Westside Investment Management, Inc. | 745 | $46.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 762 | $47.1K | 0.01% | +2+0.3% | Added |
| MV Capital Management, Inc. | 763 | $47.2K | 0.00% | +2+0.3% | Added |
| JPL Wealth Management, LLC | 777 | $48.0K | 0.01% | +777 | New |
| N.E.W. Advisory Services LLC | 823 | $50.9K | 0.00% | +241+41.4% | Added |
| Gill Capital Partners, LLC | 840 | $51.9K | 0.01% | +840 | New |
| CNB Bank | 864 | $53.4K | 0.02% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 877 | $54.2K | 0.00% | +877 | New |
| Quest 10 Wealth Builders, Inc. | 887 | $54.8K | 0.05% | −21−2.3% | Reduced |
| NBC Securities, Inc. | 891 | $55.1K | 0.00% | −122−12.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 900 | $55.6K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $57.0K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 939 | $58.0K | 0.00% | +382+68.6% | Added |
| LRI Investments, LLC | 946 | $58.5K | 0.01% | +291+44.4% | Added |
| Catalyst Capital Advisors LLC | 951 | $58.8K | 0.00% | +951 | New |
| Atlas Capital Advisors LLC | 962 | $59.5K | 0.01% | +920+2,190.5% | Added |
| Coastline Trust Co | 972 | $60.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 973 | $60.2K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $61.8K | 0.01% | +5+0.5% | Added |
| Glen Eagle Advisors, LLC | 1,025 | $63.4K | 0.01% | −6−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,040 | $64.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,046 | $64.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,064 | $65.8K | 0.01% | −484−31.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,072 | $66.0K | 0.00% | +140+15.0% | Added |
| Owl Creek Wealth Partners LLC | 1,069 | $66.1K | 0.02% | +1,069 | New |
| JFS Wealth Advisors, LLC | 1,070 | $66.2K | 0.00% | −381−26.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,071 | $66.2K | 0.02% | +6+0.6% | Added |
| Fideuram Asset Management (Ireland) dac | 1,075 | $67.0K | 0.01% | −8,149−88.3% | Reduced |
| Bank of Jackson Hole Trust | 1,092 | $67.5K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,100 | $68.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,120 | $69.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,123 | $69.4K | 0.05% | +18+1.6% | Added |
| USA Financial Portformulas Corp | 1,140 | $70.5K | 0.01% | −3,570−75.8% | Reduced |
| Millstone Evans Group, LLC | 1,142 | $70.6K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,147 | $70.9K | 0.01% | +9+0.8% | Added |
| Addison Advisors LLC | 1,160 | $71.7K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,176 | $72.7K | 0.01% | +1,176 | New |
| Leo H. Evart, Inc. | 1,183 | $73.1K | 0.06% | +1,183 | New |
| Gleason Group, Inc. | 1,193 | $73.7K | 0.01% | +211+21.5% | Added |
| Parvin Asset Management, LLC | 1,200 | $74.2K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,208 | $74.7K | 0.08% | −4,240−77.8% | Reduced |
| PlanVest Financial, Inc | 1,236 | $76.5K | 0.06% | +1,236 | New |
| Zions Bancorporation, National Association | 1,243 | $76.8K | 0.00% | −3,201−72.0% | Reduced |
| Private Wealth Management Group, LLC | 1,252 | $77.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,259 | $77.8K | 0.00% | +22+1.8% | Added |
| Valley National Advisers Inc | 1,344 | $83.0K | 0.01% | +32+2.4% | Added |
| Harbor Investment Advisory, LLC | 1,393 | $86.1K | 0.01% | −62−4.3% | Reduced |
| MCF Advisors LLC | 1,410 | $87.2K | 0.00% | −85−5.7% | Reduced |
| Capula Management Ltd | 1,433 | $88.6K | 0.00% | +1,096+325.2% | Added |
| FWL Investment Management, LLC | 1,490 | $92.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $93.8K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $94.8K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,578 | $97.6K | 0.01% | +1,385+717.6% | Added |
| Wall Street Financial Group, Inc. | 1,579 | $97.6K | 0.06% | +1,579 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,586 | $98.1K | 0.04% | −445−21.9% | Reduced |
| Silvant Capital Management LLC | 1,591 | $98.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,620 | $100.1K | 0.01% | +166+11.4% | Added |
| Sawyer & Company, Inc | 1,623 | $100.3K | 0.04% | −54−3.2% | Reduced |
| Y.D. More Investments Ltd | 1,630 | $100.8K | 0.00% | −182−10.0% | Reduced |
| Crewe Advisors LLC | 1,631 | $100.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,679 | $103.8K | 0.05% | −266−13.7% | Reduced |
| Grove Bank & Trust | 1,716 | $106.1K | 0.01% | +17+1.0% | Added |
| Ostrum Asset Management | 1,729 | $106.9K | 0.01% | +26+1.5% | Added |
| Fairway Wealth LLC | 1,750 | $108.2K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,757 | $108.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,806 | $111.6K | 0.03% | 00.0% | Unchanged |
| GGM Financials LLC | 1,834 | $113.4K | 0.05% | +20+1.1% | Added |
| Resources Management Corp | 1,850 | $114.0K | 0.02% | −350−15.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,825 | $114.0K | 0.04% | −29−1.6% | Reduced |
| Independence Bank of Kentucky | 1,926 | $119.1K | 0.02% | −53−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,950 | $120.6K | 0.03% | +54+2.8% | Added |
| Evolution Advisers, Inc. | 1,967 | $121.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,963 | $121.3K | 0.02% | +21+1.1% | Added |
| Financial Consulate, Inc | 1,967 | $121.6K | 0.02% | +210+12.0% | Added |
| First Financial Corp | 2,000 | $123.6K | 0.05% | 00.0% | Unchanged |
| Avanza Fonder AB | 2,023 | $125.1K | 0.00% | +186+10.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,286 | $128.2K | 0.04% | +428+23.0% | Added |
| Avalon Trust Co | 2,080 | $128.6K | 0.01% | +450+27.6% | Added |
| Navigoe, LLC | 2,089 | $129.0K | 0.08% | +1,500+254.7% | Added |
| Ankerstar Wealth, LLC | 2,095 | $129.6K | 0.14% | +878+72.1% | Added |
| Sittner & Nelson, LLC | 2,098 | $129.7K | 0.05% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,139 | $132.2K | 0.09% | +300+16.3% | Added |
| Parkside Financial Bank & Trust | 2,147 | $132.7K | 0.01% | −2,149−50.0% | Reduced |