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 |
|---|---|---|---|---|---|
| Meadowbrook Wealth Management, LLC | 4,650 | $287.5K | 0.38% | −475−9.3% | Reduced |
| Meridian Financial, LLC | 4,698 | $290.4K | 0.16% | +42+0.9% | Added |
| Shelton Capital Management | 4,701 | $290.6K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,725 | $292.1K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,729 | $292.3K | 0.18% | 00.0% | Unchanged |
| Trust Point Inc. | 4,750 | $293.6K | 0.03% | +160+3.5% | Added |
| Cobblestone Asset Management LLC | 4,760 | $294.3K | 0.13% | −261−5.2% | Reduced |
| Excelsior Advisor Network LLC | 4,763 | $294.5K | 0.11% | +4,763 | New |
| Three Bearings Fiduciary Advisors, Inc. | 4,768 | $294.8K | 0.29% | +51+1.1% | Added |
| Net Worth Advisory Group | 4,771 | $294.9K | 0.06% | −482−9.2% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $296.7K | 0.00% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,800 | $296.7K | 0.01% | −22−0.5% | Reduced |
| Independent Financial Group, LLC | 4,836 | $299.0K | 0.01% | −180−3.6% | Reduced |
| Mechanics Bank Trust Department | 4,885 | $302.0K | 0.04% | −625−11.3% | Reduced |
| Headinvest, LLC | 4,903 | $303.1K | 0.06% | −300−5.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,966 | $307.0K | 0.02% | +298+6.4% | Added |
| Citizens National Bank Trust Department | 4,973 | $307.4K | 0.05% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 4,977 | $307.7K | 0.09% | −1,750−26.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,990 | $308.5K | 0.43% | −312−5.9% | Reduced |
| Longview Financial Advisors, Inc. | 4,996 | $308.9K | 0.19% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,991 | $309.0K | 0.01% | −6,555−56.8% | Reduced |
| Northwest Bancshares, Inc. | 4,999 | $309.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,027 | $310.8K | 0.02% | −210−4.0% | Reduced |
| Manske Wealth Management | 5,034 | $311.2K | 0.09% | +4+0.1% | Added |
| Gateway Investment Advisers LLC | 5,053 | $312.4K | 0.00% | +1,237+32.4% | Added |
| Schmidt P J Investment Management Inc | 5,084 | $314.3K | 0.05% | −396−7.2% | Reduced |
| United Bank | 5,094 | $314.9K | 0.04% | −716−12.3% | Reduced |
| HF Advisory Group, LLC | 5,106 | $315.6K | 0.11% | +77+1.5% | Added |
| D'Orazio & Associates, Inc. | 5,110 | $315.9K | 0.04% | +5,110 | New |
| Compass Ion Advisors, LLC | 5,156 | $318.7K | 0.03% | +14+0.3% | Added |
| Bullock Wealth Management Group | 5,141 | $319.0K | 0.16% | +26+0.5% | Added |
| Oakmont Investment Advisors, Inc. | 5,162 | $319.1K | 0.29% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,165 | $319.3K | 0.04% | +52+1.0% | Added |
| Rench Wealth Management, Inc. | 5,172 | $319.7K | 0.10% | +5,172 | New |
| Lawson Kroeker Investment Management Inc | 5,190 | $320.8K | 0.09% | −400−7.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,200 | $321.5K | 0.73% | +5,200 | New |
| Westbourne Investments, Inc. | 5,202 | $321.6K | 0.15% | +1,100+26.8% | Added |
| Blue Fin Capital, Inc. | 5,233 | $323.5K | 0.05% | +30+0.6% | Added |
| Siemens Fonds Invest GmbH | 5,239 | $323.9K | 0.02% | +28+0.5% | Added |
| Uhlmann Price Securities, LLC | 5,382 | $324.4K | 0.02% | +5,382 | New |
| Chesapeake Wealth Management | 5,278 | $326.3K | 0.10% | −23−0.4% | Reduced |
| Souders Financial Advisors | 5,288 | $326.9K | 0.04% | +5,288 | New |
| Junk Investment Group, LLC | 5,338 | $330.0K | 0.17% | +5,338 | New |
| Fruth Investment Management | 5,341 | $330.0K | 0.08% | −290−5.2% | Reduced |
| Crestwood Advisors Group LLC | 5,349 | $330.7K | 0.01% | +139+2.7% | Added |
| Cullen Capital Management LLC | 5,356 | $331.1K | 0.00% | −244−4.4% | Reduced |
| Linscomb & Williams, Inc. | 5,426 | $335.5K | 0.01% | −530−8.9% | Reduced |
| LCNB Corp | 5,431 | $335.7K | 0.11% | −128−2.3% | Reduced |
| Hartford Financial Management Inc. | 5,435 | $336.0K | 0.09% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 5,440 | $336.3K | 0.09% | −96−1.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,440 | $336.3K | 0.14% | +142+2.7% | Added |
| Columbia Asset Management | 5,454 | $337.2K | 0.06% | +5,454 | New |
| Ritholtz Wealth Management | 5,459 | $337.5K | 0.01% | +330+6.4% | Added |
| NDWM LLC | 5,500 | $340.0K | 0.22% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,503 | $340.2K | 0.02% | +1,073+24.2% | Added |
| Parsons Capital Management Inc | 5,503 | $340.2K | 0.02% | −356−6.1% | Reduced |
| Hilltop Holdings Inc. | 5,517 | $341.0K | 0.03% | −8,620−61.0% | Reduced |
| Aviance Capital Partners, LLC | 5,535 | $342.2K | 0.04% | −155−2.7% | Reduced |
| Diversified Enterprises, LLC | 5,555 | $343.4K | 0.02% | +293+5.6% | Added |
| Stonebridge Financial Group, LLC | 5,573 | $344.5K | 0.29% | +611+12.3% | Added |
| Pure Financial Advisors, Inc. | 5,583 | $345.1K | 0.00% | −268−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,600 | $346.2K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,610 | $346.6K | 0.01% | +215+4.0% | Added |
| First National Bank & Trust Co of Newtown | 5,613 | $346.9K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,622 | $347.6K | 0.03% | +577+11.4% | Added |
| JBR Co Financial Management Inc | 5,932 | $347.6K | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,631 | $348.1K | 0.02% | +74+1.3% | Added |
| Sequent Planning LLC | 5,642 | $348.8K | 0.08% | +60+1.1% | Added |
| Pines Wealth Management, LLC | 5,744 | $355.1K | 0.11% | +930+19.3% | Added |
| Mather Group, LLC. | 5,758 | $356.0K | 0.00% | +358+6.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,781 | $357.4K | 0.10% | +5,781 | New |
| Eventide Asset Management, LLC | 5,788 | $357.9K | 0.01% | +5,788 | New |
| 71 West Capital Partners | 5,790 | $357.9K | 0.02% | +2,084+56.2% | Added |
| Private Client Services, LLC | 5,815 | $359.5K | 0.11% | −281−4.6% | Reduced |
| St Germain D J Co Inc | 5,827 | $360.2K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,768 | $360.5K | 0.03% | −423−6.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,916 | $360.6K | 0.01% | +761+14.8% | Added |
| SFMG, LLC | 5,853 | $361.8K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,916 | $365.7K | 0.03% | +958+19.3% | Added |
| National Asset Management, Inc. | 5,921 | $366.2K | 0.02% | −1,757−22.9% | Reduced |
| Avestar Capital, LLC | 5,937 | $367.1K | 0.03% | +5,937 | New |
| Jaffetilchin Investment Partners, LLC | 5,943 | $367.4K | 0.02% | −698−10.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,944 | $367.5K | 0.03% | −252−4.1% | Reduced |
| Angeles Wealth Management, LLC | 5,964 | $368.7K | 0.02% | −163−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $369.4K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,001 | $371.0K | 0.26% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,012 | $371.7K | 0.00% | −2,232−27.1% | Reduced |
| Cypress Capital Group | 6,053 | $374.2K | 0.04% | +38+0.6% | Added |
| Curat Global, LLC | 6,065 | $374.9K | 0.37% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,085 | $376.2K | 0.11% | +291+5.0% | Added |
| Tandem Investment Partners LLC | 6,101 | $377.2K | 0.32% | +40+0.7% | Added |
| Sovran Advisors, LLC | 5,855 | $377.7K | 0.03% | −1,002−14.6% | Reduced |
| AlphaGrep UK Ltd | 6,133 | $379.1K | 0.11% | +194+3.3% | Added |
| MEMBERS Trust Co | 6,142 | $379.7K | 0.01% | −19−0.3% | Reduced |
| Sheets Smith Wealth Management | 6,150 | $380.2K | 0.04% | +606+10.9% | Added |
| Frec Markets, Inc. | 6,174 | $381.7K | 0.06% | +2,394+63.3% | Added |
| Optas, LLC | 6,182 | $382.2K | 0.06% | +6,182 | New |
| Johnson Investment Counsel Inc | 6,186 | $382.4K | 0.00% | −132−2.1% | Reduced |
| Walleye Capital LLC | 6,238 | $385.6K | 0.00% | −4,828−43.6% | Reduced |
| Evermay Wealth Management LLC | 6,238 | $385.6K | 0.04% | 00.0% | Unchanged |