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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 6,245 | $386.1K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 6,253 | $386.6K | 0.03% | +2,266+56.8% | Added |
| Ancora Advisors, LLC | 6,270 | $387.6K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,249 | $387.8K | 0.02% | +473+8.2% | Added |
| Greatmark Investment Partners, Inc. | 6,289 | $388.8K | 0.05% | +854+15.7% | Added |
| Quotient Wealth Partners, LLC | 6,292 | $389.0K | 0.01% | +71+1.1% | Added |
| Firethorn Wealth Partners, LLC | 6,313 | $390.3K | 0.14% | +152+2.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,348 | $392.4K | 0.02% | −3,080−32.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,369 | $393.8K | 0.00% | −26−0.4% | Reduced |
| Smith Group Asset Management, LLC | 6,400 | $395.6K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,401 | $395.7K | 0.01% | −4,581−41.7% | Reduced |
| Aprio Wealth Management, LLC | 6,406 | $396.0K | 0.02% | −104−1.6% | Reduced |
| Hudock, Inc. | 6,409 | $396.3K | 0.06% | +200+3.2% | Added |
| Wealth Alliance | 6,411 | $396.4K | 0.04% | −1,077−14.4% | Reduced |
| Xcel Wealth Management, LLC | 6,417 | $396.7K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,439 | $398.1K | 0.01% | +227+3.7% | Added |
| Walker Asset Management, LLC | 6,480 | $400.6K | 0.22% | +68+1.1% | Added |
| Winton Group Ltd | 6,531 | $403.7K | 0.01% | +6,531 | New |
| Alpha Family Trust | 6,540 | $404.3K | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 6,554 | $405.2K | 0.01% | −237−3.5% | Reduced |
| Outfitter Financial LLC | 6,555 | $405.2K | 0.31% | −960−12.8% | Reduced |
| OLIO Financial Planning | 6,560 | $405.5K | 0.11% | +19+0.3% | Added |
| Busey Wealth Management | 6,563 | $405.7K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,582 | $406.9K | 0.01% | +1,075+19.5% | Added |
| Thrive Capital Management, LLC | 6,618 | $409.1K | 0.09% | +72+1.1% | Added |
| Capital Analysts, LLC | 6,623 | $410.0K | 0.01% | −28−0.4% | Reduced |
| Cornerstone Advisory, LLC | 6,677 | $412.8K | 0.04% | +105+1.6% | Added |
| Centurion Wealth Management LLC | 6,681 | $413.0K | 0.09% | −129−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 6,827 | $416.1K | 0.07% | +133+2.0% | Added |
| SBI Securities Co., Ltd. | 6,758 | $417.8K | 0.01% | −1,826−21.3% | Reduced |
| SRS Capital Advisors, Inc. | 6,759 | $418.0K | 0.01% | −14,997−68.9% | Reduced |
| Citizens Financial Group Inc | 6,764 | $418.1K | 0.01% | −1,524−18.4% | Reduced |
| CAPROCK Group, Inc. | 6,788 | $419.7K | 0.01% | −2,981−30.5% | Reduced |
| Balboa Wealth Partners | 6,821 | $421.7K | 0.07% | +1,173+20.8% | Added |
| Leavell Investment Management, Inc. | 6,823 | $421.8K | 0.02% | −518−7.1% | Reduced |
| 111 Capital | 6,866 | $424.5K | 0.10% | +6,866 | New |
| EverSource Wealth Advisors, LLC | 6,890 | $425.9K | 0.01% | +438+6.8% | Added |
| New Republic Capital, LLC | 6,921 | $427.8K | 0.14% | +1,243+21.9% | Added |
| Campbell Deegan Wealth Management, LLC | 6,926 | $428.1K | 0.34% | −52−0.7% | Reduced |
| Hamilton Wealth, LLC | 6,929 | $428.4K | 0.08% | −7,701−52.6% | Reduced |
| Panagora Asset Management Inc | 6,929 | $428.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6,942 | $429.2K | 0.01% | +730+11.8% | Added |
| 1st Source Bank | 6,947 | $429.5K | 0.02% | −420−5.7% | Reduced |
| Private Wealth Partners, LLC | 6,950 | $429.6K | 0.03% | −250−3.5% | Reduced |
| Stokes Family Office, LLC | 6,954 | $429.9K | 0.04% | −49−0.7% | Reduced |
| Mutual Advisors, LLC | 6,982 | $431.6K | 0.01% | −819−10.5% | Reduced |
| Journey Strategic Wealth LLC | 6,997 | $432.5K | 0.01% | +199+2.9% | Added |
| Cornerstone Wealth Management, LLC | 7,025 | $434.3K | 0.02% | −291−4.0% | Reduced |
| PCM Encore, LLC | 7,029 | $434.6K | 0.09% | +384+5.8% | Added |
| Castle Rock Wealth Management, LLC | 6,930 | $435.0K | 0.09% | +45+0.7% | Added |
| Investors Research Corp | 7,067 | $436.9K | 0.08% | −133−1.8% | Reduced |
| Wellspring Financial Advisors, LLC | 7,078 | $437.6K | 0.03% | +7,078 | New |
| Sunbelt Securities, Inc. | 7,126 | $440.5K | 0.03% | +20+0.3% | Added |
| Aigen Investment Management, LP | 7,143 | $441.6K | 0.11% | +7,143 | New |
| Forum Financial Management, LP | 7,148 | $441.9K | 0.01% | +423+6.3% | Added |
| MBM Wealth Consultants, LLC | 7,168 | $443.1K | 0.10% | +587+8.9% | Added |
| Abacus Planning Group, Inc. | 7,174 | $443.5K | 0.06% | −82−1.1% | Reduced |
| Fiduciary Group LLC | 7,181 | $443.9K | 0.04% | +99+1.4% | Added |
| Oslo Pensjonsforsikring AS | 7,220 | $446.3K | 0.07% | +7,220 | New |
| Z3 Capital Partners, LLC | 7,230 | $446.9K | 0.11% | +30.0% | Added |
| Hantz Financial Services, Inc. | 7,261 | $449.0K | 0.01% | +714+10.9% | Added |
| International Private Wealth Advisors LLC | 7,272 | $449.5K | 0.28% | +1,008+16.1% | Added |
| Blue Rock Wealth Management LLC | 7,280 | $451.0K | 0.29% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,352 | $454.5K | 0.01% | −96−1.3% | Reduced |
| Luts & Greenleigh Group, Inc | 7,357 | $454.8K | 0.36% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 7,365 | $455.0K | 0.29% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,390 | $456.9K | 0.24% | −350−4.5% | Reduced |
| McMillan Office, Inc. | 7,393 | $457.0K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,400 | $457.5K | 0.17% | +14+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,406 | $457.8K | 0.15% | −400−5.1% | Reduced |
| Vista Investment Management | 7,406 | $457.8K | 0.15% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $458.0K | 0.14% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,432 | $459.4K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,444 | $460.2K | 0.01% | +7,444 | New |
| Mystic Asset Management, Inc. | 7,457 | $461.0K | 0.11% | +220+3.0% | Added |
| Advisors Capital Management, LLC | 7,459 | $461.1K | 0.01% | +1,785+31.5% | Added |
| Evergreen Capital Management LLC | 7,472 | $461.9K | 0.01% | +1,921+34.6% | Added |
| Fiduciary Alliance LLC | 7,440 | $464.1K | 0.03% | +21+0.3% | Added |
| Sar Wealth Management Group, LLC | 7,529 | $465.4K | 0.25% | +36+0.5% | Added |
| Hexagon Capital Partners LLC | 7,552 | $466.9K | 0.07% | +7,552 | New |
| Fisher Asset Management, LLC | 7,559 | $467.3K | 0.00% | +4,058+115.9% | Added |
| Triumph Capital Management | 7,565 | $467.7K | 0.10% | +5+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 7,581 | $468.7K | 0.01% | +14+0.2% | Added |
| Spirit of America Management Corp | 7,600 | $469.8K | 0.09% | −11,500−60.2% | Reduced |
| ICW Investment Advisors LLC | 7,638 | $472.2K | 0.17% | −4−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,643 | $472.5K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 7,661 | $473.6K | 0.10% | +7,661 | New |
| Element Pointe Advisors, LLC | 7,680 | $474.8K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,680 | $474.8K | 0.04% | −2,021−20.8% | Reduced |
| RVW Wealth, LLC | 7,725 | $477.5K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,736 | $478.2K | 0.07% | −21−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 7,907 | $488.8K | 0.01% | +190+2.5% | Added |
| Koshinski Asset Management, Inc. | 7,927 | $490.0K | 0.03% | +99+1.3% | Added |
| Everhart Financial Group, Inc. | 7,954 | $491.7K | 0.04% | +2,192+38.0% | Added |
| Mainstay Capital Management LLC | 7,959 | $492.0K | 0.04% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 7,959 | $492.0K | 0.41% | +7,959 | New |
| Bay Rivers Group | 7,967 | $492.5K | 0.21% | −194−2.4% | Reduced |
| Smithfield Trust Co | 7,967 | $493.0K | 0.02% | −100−1.2% | Reduced |
| Triad Wealth Partners, LLC | 7,980 | $493.3K | 0.04% | +909+12.9% | Added |
| Providence First Trust Co | 7,997 | $494.4K | 0.17% | +4,479+127.3% | Added |