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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 3,707 | $229.2K | 0.05% | +57+1.6% | Added |
| Versant Capital Management, Inc | 3,710 | $229.4K | 0.02% | +102+2.8% | Added |
| UMA Financial Services, Inc. | 3,722 | $230.1K | 0.03% | +38+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,753 | $232.0K | 0.00% | −3,370−47.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,764 | $232.7K | 0.03% | +62+1.7% | Added |
| Aull & Monroe Investment Management Corp | 3,768 | $232.9K | 0.11% | +300+8.7% | Added |
| Old North State Trust, LLC | 3,767 | $233.0K | 0.14% | −77−2.0% | Reduced |
| Boston Private Wealth LLC | 3,769 | $233.0K | 0.02% | +116+3.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,781 | $233.7K | 0.01% | +3,781 | New |
| Palisade Asset Management, LLC | 3,792 | $234.4K | 0.02% | −13−0.3% | Reduced |
| Bank of New Hampshire | 3,800 | $234.9K | 0.05% | −30−0.8% | Reduced |
| Bank & Trust Co | 3,823 | $236.3K | 0.16% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 3,836 | $237.1K | 0.09% | +3,836 | New |
| North Star Investment Management Corp. | 3,837 | $237.2K | 0.01% | −8−0.2% | Reduced |
| Leonteq Securities AG | 3,846 | $237.8K | 0.01% | −1,246−24.5% | Reduced |
| Leo Wealth, LLC | 3,848 | $237.9K | 0.02% | +149+4.0% | Added |
| Armstrong, Fleming & Moore, Inc | 3,850 | $238.0K | 0.10% | +10+0.3% | Added |
| Patton Fund Management, Inc. | 3,850 | $238.0K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,864 | $238.9K | 0.03% | −366−8.7% | Reduced |
| Welch & Forbes LLC | 3,870 | $239.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,878 | $239.7K | 0.01% | −239−5.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,885 | $240.2K | 0.07% | +3,885 | New |
| Evoke Wealth, LLC | 3,885 | $240.2K | 0.00% | +41+1.1% | Added |
| Ifrah Financial Services, Inc. | 3,899 | $241.0K | 0.06% | −82−2.1% | Reduced |
| Fonville Wealth Management LLC | 3,906 | $241.5K | 0.05% | +3,906 | New |
| First Citizens Bank & Trust Co | 3,907 | $241.5K | 0.01% | +3,907 | New |
| Hall Capital Management Co Inc | 3,758 | $242.4K | 0.09% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 3,939 | $243.0K | 0.12% | +3,939 | New |
| Tompkins Financial Corp | 3,970 | $245.4K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,973 | $245.6K | 0.01% | +3,973 | New |
| Soltis Investment Advisors LLC | 3,976 | $245.8K | 0.02% | +45+1.1% | Added |
| Athena Investment Management | 3,980 | $246.0K | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 3,990 | $246.7K | 0.02% | +49+1.2% | Added |
| Howard Financial Services, Ltd. | 4,006 | $247.6K | 0.03% | +474+13.4% | Added |
| Heritage Wealth Management, Inc. | 4,014 | $248.1K | 0.12% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,023 | $248.7K | 0.05% | +23+0.6% | Added |
| Violich Capital Management, Inc. | 4,055 | $250.7K | 0.03% | −600−12.9% | Reduced |
| Cfo Capital Management LLC | 4,058 | $250.9K | 0.21% | +146+3.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,060 | $251.0K | 0.05% | +4,060 | New |
| Boothbay Fund Management, LLC | 4,083 | $252.4K | 0.01% | −23,323−85.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,100 | $253.0K | 0.17% | −45−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 4,092 | $253.0K | 0.01% | −595−12.7% | Reduced |
| First United Bank Trust | 4,113 | $254.3K | 0.08% | −35−0.8% | Reduced |
| Moran Wealth Management, LLC | 4,119 | $254.6K | 0.01% | +4,119 | New |
| Alteri Wealth LLC | 4,123 | $254.9K | 0.08% | +162+4.1% | Added |
| Nadler Financial Group, Inc. | 4,132 | $255.4K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,137 | $255.8K | 0.01% | −1,431−25.7% | Reduced |
| Boltwood Capital Management | 4,150 | $256.6K | 0.07% | +45+1.1% | Added |
| Massmutual Trust Co FSB | 4,181 | $258.5K | 0.01% | −274−6.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,184 | $258.7K | 0.12% | +50+1.2% | Added |
| S&A Financial Services, Inc. | 4,198 | $259.5K | 0.18% | +4,198 | New |
| D.B. Root & Company, LLC | 4,217 | $260.7K | 0.06% | +285+7.2% | Added |
| MSH Capital Advisors LLC | 4,229 | $261.4K | 0.06% | +136+3.3% | Added |
| Reliant Investment Partners, LLC | 4,231 | $261.6K | 0.22% | −3−0.1% | Reduced |
| PDS Planning, Inc | 4,257 | $263.2K | 0.02% | +18+0.4% | Added |
| Sterling Investment Counsel, LLC | 4,259 | $263.3K | 0.07% | −92−2.1% | Reduced |
| WJ Financial Advisors LLC | 4,281 | $264.7K | 0.21% | −284−6.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,292 | $265.3K | 0.01% | +25+0.6% | Added |
| Somerset Trust Co | 4,295 | $265.5K | 0.08% | +15+0.4% | Added |
| Camden National Bank | 4,297 | $265.6K | 0.04% | −274−6.0% | Reduced |
| Interchange Capital Partners, LLC | 4,739 | $265.7K | 0.09% | −834−15.0% | Reduced |
| Arvest Bank Trust Division | 4,302 | $265.9K | 0.01% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 4,312 | $266.6K | 0.14% | +32+0.7% | Added |
| King Luther Capital Management Corp | 4,319 | $267.0K | 0.00% | +258+6.4% | Added |
| Second Half Financial Partners, LLC | 4,320 | $267.1K | 0.12% | −160−3.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,326 | $267.4K | 0.06% | +4,326 | New |
| TIAA Wealth Investment Management LLC | 4,361 | $269.6K | 0.00% | +4,361 | New |
| Flynn Zito Capital Management, LLC | 4,377 | $270.6K | 0.09% | +70+1.6% | Added |
| Fee-Only Financial Planning, L.C. | 4,385 | $271.1K | 0.16% | +325+8.0% | Added |
| Essex Savings Bank | 4,391 | $271.4K | 0.06% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 4,396 | $271.8K | 0.10% | +3,494+387.4% | Added |
| SCS Capital Management LLC | 4,400 | $272.0K | 0.00% | −103,336−95.9% | Reduced |
| Capital Performance Advisors LLP | 4,417 | $273.1K | 0.02% | −131−2.9% | Reduced |
| Lantern Wealth Advisors, LLC | 4,450 | $275.1K | 0.14% | −4,000−47.3% | Reduced |
| Resonant Capital Advisors, LLC | 4,453 | $275.3K | 0.01% | +154+3.6% | Added |
| Park National Corp | 4,455 | $275.4K | 0.01% | +517+13.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,464 | $276.0K | 0.02% | −33−0.7% | Reduced |
| Aspect Partners, LLC | 4,476 | $276.7K | 0.11% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,477 | $276.8K | 0.02% | +124+2.8% | Added |
| Eagle Strategies LLC | 4,478 | $276.8K | 0.03% | +9+0.2% | Added |
| Morningstar Investment Management LLC | 4,492 | $277.7K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 4,493 | $277.7K | 0.03% | +210+4.9% | Added |
| Capital Management Corp | 4,500 | $278.2K | 0.05% | −1,289−22.3% | Reduced |
| Altrius Capital Management Inc | 4,507 | $278.6K | 0.06% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,513 | $279.0K | 0.08% | +221+5.1% | Added |
| Evolve Private Wealth, LLC | 4,515 | $279.1K | 0.01% | +382+9.2% | Added |
| Money Concepts Capital Corp | 4,524 | $279.7K | 0.02% | +737+19.5% | Added |
| Norris Financial Group, LLC | 4,530 | $280.0K | 0.09% | +850+23.1% | Added |
| First Bank & Trust | 4,532 | $280.2K | 0.05% | −887−16.4% | Reduced |
| EntryPoint Capital, LLC | 4,558 | $281.8K | 0.08% | +4,558 | New |
| one8zero8, LLC | 4,559 | $281.8K | 0.06% | 00.0% | Unchanged |
| Morton Community Bank | 4,565 | $282.2K | 0.06% | −9,940−68.5% | Reduced |
| MQS Management LLC | 4,570 | $282.5K | 0.19% | +4,570 | New |
| Kinloch Capital, LLC | 4,575 | $282.8K | 0.12% | −20.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $284.4K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,611 | $285.1K | 0.03% | +315+7.3% | Added |
| Newbridge Financial Services Group, Inc. | 4,614 | $285.2K | 0.05% | +1,498+48.1% | Added |
| Campion Asset Management LLC | 4,616 | $285.4K | 0.19% | −233−4.8% | Reduced |
| Sowell Financial Services LLC | 4,633 | $286.4K | 0.01% | +746+19.2% | Added |
| Whittier Trust Co | 4,610 | $286.8K | 0.00% | +125+2.8% | Added |