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 |
|---|---|---|---|---|---|
| Vista Investment Partners LLC | 11,596 | $716.9K | 0.19% | +6+0.1% | Added |
| Smartleaf Asset Management LLC | 11,635 | $719.6K | 0.03% | +242+2.1% | Added |
| GWN Securities Inc. | 11,657 | $720.7K | 0.14% | +1,087+10.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,682 | $722.2K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,687 | $722.5K | 0.02% | −384−3.2% | Reduced |
| Paradigm Financial Partners, LLC | 11,696 | $723.0K | 0.13% | −1,807−13.4% | Reduced |
| Wedmont Private Capital | 11,461 | $724.4K | 0.02% | −51−0.4% | Reduced |
| Verdence Capital Advisors LLC | 11,753 | $726.6K | 0.04% | +170+1.5% | Added |
| Adalta Capital Management LLC | 11,800 | $729.5K | 0.35% | +100+0.9% | Added |
| Main Street Group, LTD | 11,843 | $732.1K | 0.22% | +408+3.6% | Added |
| Valeo Financial Advisors, LLC | 11,862 | $733.3K | 0.02% | −5,530−31.8% | Reduced |
| Bramshill Investments, LLC | 11,882 | $734.5K | 0.06% | +11,882 | New |
| Ti-Trust, Inc | 11,929 | $737.5K | 0.44% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11,988 | $741.1K | 0.06% | +775+6.9% | Added |
| EP Wealth Advisors, LLC | 12,016 | $742.8K | 0.00% | +2,223+22.7% | Added |
| Rahlfs Capital, LLC | 12,050 | $744.9K | 0.55% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 12,050 | $745.0K | 0.02% | +20.0% | Added |
| Dorsey & Whitney Trust CO LLC | 12,086 | $747.2K | 0.04% | +21+0.2% | Added |
| Birch Hill Investment Advisors LLC | 12,087 | $747.2K | 0.03% | −500−4.0% | Reduced |
| Commonwealth Retirement Investments LLC | 12,142 | $750.6K | 0.23% | +412+3.5% | Added |
| International Assets Investment Management, LLC | 12,120 | $752.1K | 0.05% | +142+1.2% | Added |
| Insigneo Advisory Services, LLC | 12,168 | $752.2K | 0.05% | +1,730+16.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,185 | $753.3K | 0.45% | −970−7.4% | Reduced |
| Simplicity Wealth,LLC | 12,228 | $756.0K | 0.04% | +7,726+171.6% | Added |
| Tema ETFs LLC | 12,271 | $758.6K | 0.05% | +63+0.5% | Added |
| Pittenger & Anderson Inc | 12,285 | $759.5K | 0.03% | −35−0.3% | Reduced |
| Nicolet Bankshares Inc | 12,334 | $763.7K | 0.03% | +12,334 | New |
| Saturna Capital CORP | 12,448 | $769.5K | 0.01% | +35+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 12,450 | $769.7K | 0.19% | +92+0.7% | Added |
| Holderness Investments Co | 12,525 | $774.3K | 0.16% | +335+2.7% | Added |
| Redwood Investment Management, LLC | 12,534 | $775.0K | 0.10% | +576+4.8% | Added |
| Hendershot Investments Inc. | 12,598 | $778.8K | 0.10% | −220−1.7% | Reduced |
| Los Angeles Capital Management LLC | 12,605 | $779.2K | 0.00% | −155,011−92.5% | Reduced |
| HBK Sorce Advisory LLC | 12,628 | $781.6K | 0.02% | −967−7.1% | Reduced |
| Parallel Advisors, LLC | 12,670 | $783.3K | 0.01% | +359+2.9% | Added |
| Umb Bank N A | 12,758 | $788.7K | 0.01% | −345−2.6% | Reduced |
| Marco Investment Management LLC | 12,759 | $788.8K | 0.06% | −75−0.6% | Reduced |
| Csenge Advisory Group | 12,836 | $793.5K | 0.04% | +106+0.8% | Added |
| Eagle Harbor Asset Management Inc | 12,893 | $797.0K | 0.68% | −478−3.6% | Reduced |
| Parcion Private Wealth LLC | 12,929 | $799.3K | 0.05% | −240−1.8% | Reduced |
| GTS Securities LLC | 13,065 | $807.7K | 0.03% | +4,945+60.9% | Added |
| Arrow Financial Corp | 13,076 | $808.4K | 0.08% | −660−4.8% | Reduced |
| Elm Partners Management LLC | 13,078 | $808.7K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,113 | $810.6K | 0.03% | +107+0.8% | Added |
| Archford Capital Strategies, LLC | 13,239 | $818.4K | 0.09% | −28−0.2% | Reduced |
| CacheTech Inc. | 13,240 | $818.5K | 0.16% | +4,672+54.5% | Added |
| Daymark Wealth Partners, LLC | 13,262 | $819.9K | 0.03% | −4,203−24.1% | Reduced |
| Greenleaf Trust | 13,328 | $823.9K | 0.01% | −371−2.7% | Reduced |
| Ballentine Partners, LLC | 13,400 | $828.4K | 0.01% | −714−5.1% | Reduced |
| Financial Sense Advisors, Inc. | 13,598 | $840.7K | 0.17% | +17+0.1% | Added |
| Acorn Financial Advisory Services Inc | 13,615 | $841.7K | 0.12% | −32−0.2% | Reduced |
| Clarion Wealth Managment Partners, LLC | 13,624 | $842.2K | 0.76% | −32−0.2% | Reduced |
| Federated Hermes, Inc. | 13,721 | $848.2K | 0.00% | +1,875+15.8% | Added |
| TCTC Holdings, LLC | 13,778 | $851.8K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 13,813 | $853.9K | 0.02% | +1,363+10.9% | Added |
| Meridian Financial Partners LLC | 13,709 | $859.4K | 0.33% | −212−1.5% | Reduced |
| Keel Point, LLC | 13,917 | $860.4K | 0.06% | −1,353−8.9% | Reduced |
| Paradigm Capital Management, LLC | 13,975 | $864.0K | 0.79% | +820+6.2% | Added |
| Sigma Planning Corp | 14,011 | $866.2K | 0.02% | −150−1.1% | Reduced |
| TCW Group Inc | 14,092 | $871.2K | 0.01% | +681+5.1% | Added |
| Aptus Capital Advisors, LLC | 14,216 | $878.8K | 0.01% | −9,878−41.0% | Reduced |
| Navalign, LLC | 14,229 | $879.6K | 0.22% | +162+1.2% | Added |
| Geneos Wealth Management Inc. | 14,261 | $881.6K | 0.02% | +1,050+7.9% | Added |
| Essex Financial Services, Inc. | 14,275 | $882.5K | 0.05% | −1,415−9.0% | Reduced |
| Sovereign Financial Group, Inc. | 14,335 | $886.2K | 0.15% | +93+0.7% | Added |
| Miller Financial Services LLC | 14,341 | $886.6K | 0.99% | +370+2.6% | Added |
| Advisortrust Partners, LLC | 14,396 | $890.0K | 0.37% | +3,730+35.0% | Added |
| Bearing Point Capital, LLC | 14,400 | $890.2K | 0.14% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,406 | $890.6K | 0.00% | −38−0.3% | Reduced |
| Aviva PLC | 14,495 | $896.1K | 0.00% | −1,463,514−99.0% | Reduced |
| R Squared Ltd | 14,495 | $896.1K | 0.49% | +14,495 | New |
| Dominguez Wealth Management Solutions, Inc. | 14,495 | $896.1K | 0.54% | +155+1.1% | Added |
| Farmers & Merchants Investments Inc | 14,511 | $897.1K | 0.02% | −9−0.1% | Reduced |
| HBW Advisory Services LLC | 14,583 | $901.5K | 0.10% | −734−4.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,688 | $908.0K | 0.14% | −309−2.1% | Reduced |
| Centennial Wealth Advisory LLC | 14,708 | $909.2K | 0.22% | +2,335+18.9% | Added |
| Heritage Wealth Advisors | 14,754 | $912.1K | 0.04% | +206+1.4% | Added |
| Brighton Jones LLC | 14,857 | $918.5K | 0.02% | +14,857 | New |
| Vanguard Capital Wealth Advisors | 14,900 | $921.1K | 0.85% | +8,800+144.3% | Added |
| Ronald Blue Trust, Inc. | 14,930 | $922.9K | 0.01% | −4,309−22.4% | Reduced |
| Family Legacy Financial Solutions, LLC | 14,884 | $923.6K | 0.75% | +6,005+67.6% | Added |
| AlphaCore Capital LLC | 14,969 | $925.4K | 0.02% | −1,622−9.8% | Reduced |
| Cito Capital Group, LLC | 15,000 | $927.0K | 0.28% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,011 | $928.0K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 15,033 | $929.3K | 0.04% | +1,218+8.8% | Added |
| Two Sigma Securities, LLC | 15,039 | $929.7K | 0.11% | +2,930+24.2% | Added |
| Jeppson Wealth Management, LLC | 15,104 | $933.7K | 0.29% | −10−0.1% | Reduced |
| Patten Group, Inc. | 15,125 | $935.0K | 0.16% | −78−0.5% | Reduced |
| Sagespring Wealth Partners, LLC | 15,130 | $935.3K | 0.02% | +440+3.0% | Added |
| Jump Financial, LLC | 15,142 | $936.1K | 0.01% | +15,142 | New |
| Jacobi Capital Management LLC | 15,271 | $944.1K | 0.05% | +37+0.2% | Added |
| Wedbush Securities Inc | 15,335 | $948.0K | 0.03% | +4,502+41.6% | Added |
| Alerus Financial NA | 15,353 | $949.1K | 0.05% | +15,353 | New |
| Shelton Wealth Management, LLC | 15,395 | $951.7K | 0.42% | −1,708−10.0% | Reduced |
| Hartford Funds Management Co LLC | 15,406 | $952.5K | 0.08% | +2,268+17.3% | Added |
| Haverford Trust Co | 15,423 | $953.5K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 15,444 | $954.7K | 0.47% | +15,444 | New |
| Heritage Trust Co | 15,503 | $958.4K | 0.10% | +637+4.3% | Added |
| Exencial Wealth Advisors, LLC | 15,533 | $960.3K | 0.03% | −56−0.4% | Reduced |
| Bessemer Group Inc | 15,651 | $967.0K | 0.00% | −181−1.1% | Reduced |