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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 6,012 | $371.7K | 0.00% | −2,232−27.1% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $371.0K | 0.26% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $369.4K | 0.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5,964 | $368.7K | 0.02% | −163−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 5,944 | $367.5K | 0.03% | −252−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,943 | $367.4K | 0.02% | −698−10.5% | Reduced |
| Avestar Capital, LLC | 5,937 | $367.1K | 0.03% | +5,937 | New |
| National Asset Management, Inc. | 5,921 | $366.2K | 0.02% | −1,757−22.9% | Reduced |
| Advisor OS, LLC | 5,916 | $365.7K | 0.03% | +958+19.3% | Added |
| SFMG, LLC | 5,853 | $361.8K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,916 | $360.6K | 0.01% | +761+14.8% | Added |
| Nilsine Partners, LLC | 5,768 | $360.5K | 0.03% | −423−6.8% | Reduced |
| St Germain D J Co Inc | 5,827 | $360.2K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,815 | $359.5K | 0.11% | −281−4.6% | Reduced |
| 71 West Capital Partners | 5,790 | $357.9K | 0.02% | +2,084+56.2% | Added |
| Eventide Asset Management, LLC | 5,788 | $357.9K | 0.01% | +5,788 | New |
| Supplemental Annuity Collective Trust of NJ | 5,781 | $357.4K | 0.10% | +5,781 | New |
| Mather Group, LLC. | 5,758 | $356.0K | 0.00% | +358+6.6% | Added |
| Pines Wealth Management, LLC | 5,744 | $355.1K | 0.11% | +930+19.3% | Added |
| Sequent Planning LLC | 5,642 | $348.8K | 0.08% | +60+1.1% | Added |
| Moody Lynn & Lieberson, LLC | 5,631 | $348.1K | 0.02% | +74+1.3% | Added |
| JBR Co Financial Management Inc | 5,932 | $347.6K | 0.15% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,622 | $347.6K | 0.03% | +577+11.4% | Added |
| First National Bank & Trust Co of Newtown | 5,613 | $346.9K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,610 | $346.6K | 0.01% | +215+4.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,600 | $346.2K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,583 | $345.1K | 0.00% | −268−4.6% | Reduced |
| Stonebridge Financial Group, LLC | 5,573 | $344.5K | 0.29% | +611+12.3% | Added |
| Diversified Enterprises, LLC | 5,555 | $343.4K | 0.02% | +293+5.6% | Added |
| Aviance Capital Partners, LLC | 5,535 | $342.2K | 0.04% | −155−2.7% | Reduced |
| Hilltop Holdings Inc. | 5,517 | $341.0K | 0.03% | −8,620−61.0% | Reduced |
| Parsons Capital Management Inc | 5,503 | $340.2K | 0.02% | −356−6.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,503 | $340.2K | 0.02% | +1,073+24.2% | Added |
| NDWM LLC | 5,500 | $340.0K | 0.22% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,459 | $337.5K | 0.01% | +330+6.4% | Added |
| Columbia Asset Management | 5,454 | $337.2K | 0.06% | +5,454 | New |
| Caldwell Sutter Capital, Inc. | 5,440 | $336.3K | 0.14% | +142+2.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,440 | $336.3K | 0.09% | −96−1.7% | Reduced |
| Hartford Financial Management Inc. | 5,435 | $336.0K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 5,431 | $335.7K | 0.11% | −128−2.3% | Reduced |
| Linscomb & Williams, Inc. | 5,426 | $335.5K | 0.01% | −530−8.9% | Reduced |
| Cullen Capital Management LLC | 5,356 | $331.1K | 0.00% | −244−4.4% | Reduced |
| Crestwood Advisors Group LLC | 5,349 | $330.7K | 0.01% | +139+2.7% | Added |
| Fruth Investment Management | 5,341 | $330.0K | 0.08% | −290−5.2% | Reduced |
| Junk Investment Group, LLC | 5,338 | $330.0K | 0.17% | +5,338 | New |
| Souders Financial Advisors | 5,288 | $326.9K | 0.04% | +5,288 | New |
| Chesapeake Wealth Management | 5,278 | $326.3K | 0.10% | −23−0.4% | Reduced |
| Uhlmann Price Securities, LLC | 5,382 | $324.4K | 0.02% | +5,382 | New |
| Siemens Fonds Invest GmbH | 5,239 | $323.9K | 0.02% | +28+0.5% | Added |
| Blue Fin Capital, Inc. | 5,233 | $323.5K | 0.05% | +30+0.6% | Added |
| Westbourne Investments, Inc. | 5,202 | $321.6K | 0.15% | +1,100+26.8% | Added |
| CTC Alternative Strategies, Ltd. | 5,200 | $321.5K | 0.73% | +5,200 | New |
| Lawson Kroeker Investment Management Inc | 5,190 | $320.8K | 0.09% | −400−7.2% | Reduced |
| Rench Wealth Management, Inc. | 5,172 | $319.7K | 0.10% | +5,172 | New |
| Allegheny Financial Group LTD | 5,165 | $319.3K | 0.04% | +52+1.0% | Added |
| Oakmont Investment Advisors, Inc. | 5,162 | $319.1K | 0.29% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,141 | $319.0K | 0.16% | +26+0.5% | Added |
| Compass Ion Advisors, LLC | 5,156 | $318.7K | 0.03% | +14+0.3% | Added |
| D'Orazio & Associates, Inc. | 5,110 | $315.9K | 0.04% | +5,110 | New |
| HF Advisory Group, LLC | 5,106 | $315.6K | 0.11% | +77+1.5% | Added |
| United Bank | 5,094 | $314.9K | 0.04% | −716−12.3% | Reduced |
| Schmidt P J Investment Management Inc | 5,084 | $314.3K | 0.05% | −396−7.2% | Reduced |
| Gateway Investment Advisers LLC | 5,053 | $312.4K | 0.00% | +1,237+32.4% | Added |
| Manske Wealth Management | 5,034 | $311.2K | 0.09% | +4+0.1% | Added |
| Berger Financial Group, Inc | 5,027 | $310.8K | 0.02% | −210−4.0% | Reduced |
| Northwest Bancshares, Inc. | 4,999 | $309.0K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,991 | $309.0K | 0.01% | −6,555−56.8% | Reduced |
| Longview Financial Advisors, Inc. | 4,996 | $308.9K | 0.19% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 4,990 | $308.5K | 0.43% | −312−5.9% | Reduced |
| Harmony Asset Management LLC | 4,977 | $307.7K | 0.09% | −1,750−26.0% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $307.4K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,966 | $307.0K | 0.02% | +298+6.4% | Added |
| Headinvest, LLC | 4,903 | $303.1K | 0.06% | −300−5.8% | Reduced |
| Mechanics Bank Trust Department | 4,885 | $302.0K | 0.04% | −625−11.3% | Reduced |
| Independent Financial Group, LLC | 4,836 | $299.0K | 0.01% | −180−3.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,800 | $296.7K | 0.01% | −22−0.5% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $296.7K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,771 | $294.9K | 0.06% | −482−9.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 4,768 | $294.8K | 0.29% | +51+1.1% | Added |
| Excelsior Advisor Network LLC | 4,763 | $294.5K | 0.11% | +4,763 | New |
| Cobblestone Asset Management LLC | 4,760 | $294.3K | 0.13% | −261−5.2% | Reduced |
| Trust Point Inc. | 4,750 | $293.6K | 0.03% | +160+3.5% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $292.3K | 0.18% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,725 | $292.1K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 4,701 | $290.6K | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,698 | $290.4K | 0.16% | +42+0.9% | Added |
| Meadowbrook Wealth Management, LLC | 4,650 | $287.5K | 0.38% | −475−9.3% | Reduced |
| Whittier Trust Co | 4,610 | $286.8K | 0.00% | +125+2.8% | Added |
| Sowell Financial Services LLC | 4,633 | $286.4K | 0.01% | +746+19.2% | Added |
| Campion Asset Management LLC | 4,616 | $285.4K | 0.19% | −233−4.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,614 | $285.2K | 0.05% | +1,498+48.1% | Added |
| L2 Asset Management, LLC | 4,611 | $285.1K | 0.03% | +315+7.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $284.4K | 0.00% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,575 | $282.8K | 0.12% | −20.0% | Reduced |
| MQS Management LLC | 4,570 | $282.5K | 0.19% | +4,570 | New |
| Morton Community Bank | 4,565 | $282.2K | 0.06% | −9,940−68.5% | Reduced |
| one8zero8, LLC | 4,559 | $281.8K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,558 | $281.8K | 0.08% | +4,558 | New |
| First Bank & Trust | 4,532 | $280.2K | 0.05% | −887−16.4% | Reduced |
| Norris Financial Group, LLC | 4,530 | $280.0K | 0.09% | +850+23.1% | Added |