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 |
|---|---|---|---|---|---|
| Graver Capital Management, LLC | 8,000 | $494.6K | 0.38% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8,002 | $494.7K | 0.00% | +1,394+21.1% | Added |
| SeaCrest Wealth Management, LLC | 8,010 | $495.2K | 0.05% | +136+1.7% | Added |
| Empire Financial Management Company, LLC | 8,022 | $496.0K | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,032 | $496.0K | 0.08% | −159−1.9% | Reduced |
| Birchcreek Wealth Management, LLC | 8,051 | $497.7K | 0.24% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,093 | $500.3K | 0.01% | −1,013−11.1% | Reduced |
| S.A. Mason LLC | 8,115 | $501.7K | 0.19% | +2,165+36.4% | Added |
| Rowland & Co Investment Counsel | 8,145 | $503.5K | 0.10% | −120−1.5% | Reduced |
| Kidder Stephen W | 8,157 | $504.3K | 0.15% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 8,609 | $504.4K | 0.02% | −205−2.3% | Reduced |
| Chapman Financial Group, LLC | 8,160 | $504.5K | 0.36% | −750−8.4% | Reduced |
| First National Trust Co | 8,175 | $505.4K | 0.02% | −16−0.2% | Reduced |
| V-Square Quantitative Management LLC | 8,183 | $505.9K | 0.05% | −550−6.3% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,193 | $506.5K | 0.40% | +309+3.9% | Added |
| Acadian Asset Management LLC | 8,224 | $508.0K | 0.00% | +8,224 | New |
| Phoenix Wealth Advisors | 8,371 | $517.5K | 0.20% | −1,582−15.9% | Reduced |
| Wealth Quarterback LLC | 8,445 | $522.1K | 0.21% | −513−5.7% | Reduced |
| Archetype Wealth Partners | 8,458 | $523.0K | 0.07% | 00.0% | Unchanged |
| Agf Management Ltd | 8,478 | $524.1K | 0.00% | −400−4.5% | Reduced |
| Eastern Bank | 8,497 | $525.3K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,628 | $533.4K | 0.04% | +489+6.0% | Added |
| Huber Capital Management LLC | 8,635 | $533.8K | 0.08% | +8,635 | New |
| Houlihan Financial Resource Group, Ltd. | 8,644 | $534.4K | 0.21% | +8+0.1% | Added |
| Armstrong Advisory Group, Inc | 8,666 | $535.7K | 0.04% | +20.0% | Added |
| Farmers Trust Co | 8,707 | $538.3K | 0.08% | 00.0% | Unchanged |
| United Advisor Group, LLC | 8,719 | $539.0K | 0.07% | +153+1.8% | Added |
| Camelot Portfolios, LLC | 8,728 | $539.6K | 0.41% | −12−0.1% | Reduced |
| Triangle Securities Wealth Management | 8,793 | $543.6K | 0.12% | −318−3.5% | Reduced |
| Advisory Alpha, LLC | 8,795 | $543.8K | 0.01% | +1,403+19.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8,893 | $549.8K | 0.06% | +95+1.1% | Added |
| Commerzbank Aktiengesellschaft | 8,907 | $551.0K | 0.01% | −1,218−12.0% | Reduced |
| Bragg Financial Advisors, Inc | 8,925 | $551.7K | 0.02% | −831−8.5% | Reduced |
| Syon Capital LLC | 8,927 | $551.9K | 0.03% | +1,087+13.9% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 8,946 | $553.0K | 0.33% | +8,946 | New |
| BIP Wealth, LLC | 8,948 | $553.1K | 0.02% | +556+6.6% | Added |
| Nations Financial Group Inc, | 8,960 | $553.9K | 0.03% | +455+5.3% | Added |
| Omers Administration Corp | 8,973 | $554.7K | 0.00% | +8,973 | New |
| Hayek Kallen Investment Management | 9,028 | $558.0K | 0.18% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 9,046 | $559.2K | 0.03% | +1,633+22.0% | Added |
| Legacy Financial Advisors, Inc. | 9,118 | $563.7K | 0.08% | −137−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 9,064 | $563.9K | 0.02% | −784−8.0% | Reduced |
| Maridea Wealth Management LLC | 9,269 | $573.0K | 0.08% | −255−2.7% | Reduced |
| Hardin Capital Partners, LLC | 9,276 | $573.4K | 0.27% | +155+1.7% | Added |
| VeraBank, N.A. | 9,361 | $578.7K | 0.11% | −168−1.8% | Reduced |
| 1620 Investment Advisors, Inc. | 9,396 | $580.9K | 0.39% | +275+3.0% | Added |
| Fragasso Group Inc. | 9,396 | $584.6K | 0.04% | +288+3.2% | Added |
| Sapient Capital LLC | 9,479 | $586.0K | 0.01% | +5,565+142.2% | Added |
| Welch Group, LLC | 9,490 | $586.7K | 0.02% | +1,568+19.8% | Added |
| Foundations Investment Advisors, LLC | 9,564 | $591.2K | 0.01% | −320−3.2% | Reduced |
| CX Institutional | 9,619 | $595.0K | 0.02% | +631+7.0% | Added |
| Premier Path Wealth Partners, LLC | 9,627 | $595.1K | 0.08% | +707+7.9% | Added |
| Modera Wealth Management, LLC | 9,662 | $597.3K | 0.01% | +783+8.8% | Added |
| Institute for Wealth Management, LLC. | 9,676 | $598.2K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 9,818 | $606.9K | 0.03% | −1,594−14.0% | Reduced |
| Smith, Moore & Co. | 9,832 | $607.8K | 0.04% | −203−2.0% | Reduced |
| Rockland Trust Co | 9,873 | $610.3K | 0.02% | 00.0% | Unchanged |
| Adams Wealth Management | 9,893 | $611.6K | 0.13% | +1,325+15.5% | Added |
| Pathfinder Wealth Consulting, Inc. | 9,978 | $616.8K | 0.40% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10,028 | $619.9K | 0.10% | +494+5.2% | Added |
| Ofi Invest Asset Management | 10,100 | $624.4K | 0.01% | +5,742+131.8% | Added |
| Essential Partners LLC | 10,114 | $625.2K | 0.21% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,142 | $627.0K | 0.08% | +1,894+23.0% | Added |
| Oak Harbor Wealth Partners, LLC | 10,166 | $628.5K | 0.15% | +1,829+21.9% | Added |
| Cullen/Frost Bankers, Inc. | 10,193 | $630.1K | 0.01% | +1,119+12.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,311 | $637.4K | 0.04% | +318+3.2% | Added |
| Fidelis Capital Partners, LLC | 10,322 | $638.1K | 0.05% | +45+0.4% | Added |
| Chemung Canal Trust Co | 10,464 | $646.9K | 0.13% | −338−3.1% | Reduced |
| Sharp Financial Services, LLC | 10,516 | $650.1K | 0.32% | +4,691+80.5% | Added |
| Key Financial Inc | 10,562 | $652.9K | 0.12% | −18−0.2% | Reduced |
| MONECO Advisors, LLC | 10,641 | $657.8K | 0.05% | −119−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 10,645 | $658.1K | 0.02% | +143+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,744 | $664.2K | 0.02% | +493+4.8% | Added |
| Plimoth Trust Co LLC | 10,780 | $666.4K | 0.15% | +330+3.2% | Added |
| Capital International Sarl | 10,841 | $670.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 10,865 | $671.7K | 0.46% | −30−0.3% | Reduced |
| Chickasaw Capital Management LLC | 10,872 | $672.0K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,921 | $675.0K | 0.02% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 10,952 | $677.1K | 0.42% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 11,000 | $680.0K | 0.47% | −700−6.0% | Reduced |
| Stony Point Wealth Management Inc. | 11,045 | $682.8K | 0.27% | −1,196−9.8% | Reduced |
| Summit Financial, LLC | 11,080 | $685.0K | 0.01% | +1,555+16.3% | Added |
| Liberty One Investment Management, LLC | 11,103 | $686.4K | 0.07% | +1,171+11.8% | Added |
| Grimes & Company, Inc. | 11,114 | $687.1K | 0.02% | +47+0.4% | Added |
| Register Financial Advisors LLC | 11,129 | $688.0K | 0.25% | +1,500+15.6% | Added |
| Romano Brothers and Company | 11,132 | $688.2K | 0.08% | +5,000+81.5% | Added |
| Kingswood Wealth Advisors, LLC | 11,137 | $688.5K | 0.03% | −219−1.9% | Reduced |
| Catalyst Financial Partners LLC | 11,140 | $688.7K | 0.08% | +15+0.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $692.4K | 0.04% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 11,227 | $694.1K | 0.02% | +360+3.3% | Added |
| Vontobel Holding Ltd. | 11,355 | $702.0K | 0.00% | +1,268+12.6% | Added |
| Invst, LLC | 11,371 | $703.0K | 0.08% | +11,371 | New |
| Texas Capital Bank Wealth Management Services Inc | 11,397 | $704.6K | 0.04% | +6,969+157.4% | Added |
| Signature Estate & Investment Advisors LLC | 11,421 | $706.1K | 0.01% | +2,160+23.3% | Added |
| BCGM Wealth Management, LLC | 11,437 | $707.1K | 0.18% | −328−2.8% | Reduced |
| AlphaStar Capital Management, LLC | 11,465 | $708.8K | 0.05% | +4,587+66.7% | Added |
| NTV Asset Management LLC | 11,496 | $710.7K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11,429 | $711.1K | 0.01% | +651+6.0% | Added |
| Atomi Financial Group, Inc. | 11,521 | $712.2K | 0.02% | −189−1.6% | Reduced |
| 49 Wealth Management, LLC | 11,572 | $715.4K | 0.05% | +393+3.5% | Added |