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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 4,524 | $279.7K | 0.02% | +737+19.5% | Added |
| Evolve Private Wealth, LLC | 4,515 | $279.1K | 0.01% | +382+9.2% | Added |
| CJM Wealth Advisers, Ltd. | 4,513 | $279.0K | 0.08% | +221+5.1% | Added |
| Altrius Capital Management Inc | 4,507 | $278.6K | 0.06% | 00.0% | Unchanged |
| Capital Management Corp | 4,500 | $278.2K | 0.05% | −1,289−22.3% | Reduced |
| Summit Wealth Group LLC | 4,493 | $277.7K | 0.03% | +210+4.9% | Added |
| Morningstar Investment Management LLC | 4,492 | $277.7K | 0.02% | 00.0% | Unchanged |
| Eagle Strategies LLC | 4,478 | $276.8K | 0.03% | +9+0.2% | Added |
| Cahaba Wealth Management, Inc. | 4,477 | $276.8K | 0.02% | +124+2.8% | Added |
| Aspect Partners, LLC | 4,476 | $276.7K | 0.11% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,464 | $276.0K | 0.02% | −33−0.7% | Reduced |
| Park National Corp | 4,455 | $275.4K | 0.01% | +517+13.1% | Added |
| Resonant Capital Advisors, LLC | 4,453 | $275.3K | 0.01% | +154+3.6% | Added |
| Lantern Wealth Advisors, LLC | 4,450 | $275.1K | 0.14% | −4,000−47.3% | Reduced |
| Capital Performance Advisors LLP | 4,417 | $273.1K | 0.02% | −131−2.9% | Reduced |
| SCS Capital Management LLC | 4,400 | $272.0K | 0.00% | −103,336−95.9% | Reduced |
| Fourth Dimension Wealth, LLC | 4,396 | $271.8K | 0.10% | +3,494+387.4% | Added |
| Essex Savings Bank | 4,391 | $271.4K | 0.06% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 4,385 | $271.1K | 0.16% | +325+8.0% | Added |
| Flynn Zito Capital Management, LLC | 4,377 | $270.6K | 0.09% | +70+1.6% | Added |
| TIAA Wealth Investment Management LLC | 4,361 | $269.6K | 0.00% | +4,361 | New |
| Riggs Asset Managment Co. Inc. | 4,326 | $267.4K | 0.06% | +4,326 | New |
| Second Half Financial Partners, LLC | 4,320 | $267.1K | 0.12% | −160−3.6% | Reduced |
| King Luther Capital Management Corp | 4,319 | $267.0K | 0.00% | +258+6.4% | Added |
| Novak & Powell Financial Services, Inc. | 4,312 | $266.6K | 0.14% | +32+0.7% | Added |
| Arvest Bank Trust Division | 4,302 | $265.9K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,739 | $265.7K | 0.09% | −834−15.0% | Reduced |
| Camden National Bank | 4,297 | $265.6K | 0.04% | −274−6.0% | Reduced |
| Somerset Trust Co | 4,295 | $265.5K | 0.08% | +15+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,292 | $265.3K | 0.01% | +25+0.6% | Added |
| WJ Financial Advisors LLC | 4,281 | $264.7K | 0.21% | −284−6.2% | Reduced |
| Sterling Investment Counsel, LLC | 4,259 | $263.3K | 0.07% | −92−2.1% | Reduced |
| PDS Planning, Inc | 4,257 | $263.2K | 0.02% | +18+0.4% | Added |
| Reliant Investment Partners, LLC | 4,231 | $261.6K | 0.22% | −3−0.1% | Reduced |
| MSH Capital Advisors LLC | 4,229 | $261.4K | 0.06% | +136+3.3% | Added |
| D.B. Root & Company, LLC | 4,217 | $260.7K | 0.06% | +285+7.2% | Added |
| S&A Financial Services, Inc. | 4,198 | $259.5K | 0.18% | +4,198 | New |
| Alliance Wealth Advisors, LLC | 4,184 | $258.7K | 0.12% | +50+1.2% | Added |
| Massmutual Trust Co FSB | 4,181 | $258.5K | 0.01% | −274−6.2% | Reduced |
| Boltwood Capital Management | 4,150 | $256.6K | 0.07% | +45+1.1% | Added |
| BLB&B Advisors, LLC | 4,137 | $255.8K | 0.01% | −1,431−25.7% | Reduced |
| Nadler Financial Group, Inc. | 4,132 | $255.4K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,123 | $254.9K | 0.08% | +162+4.1% | Added |
| Moran Wealth Management, LLC | 4,119 | $254.6K | 0.01% | +4,119 | New |
| First United Bank Trust | 4,113 | $254.3K | 0.08% | −35−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 4,092 | $253.0K | 0.01% | −595−12.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,100 | $253.0K | 0.17% | −45−1.1% | Reduced |
| Boothbay Fund Management, LLC | 4,083 | $252.4K | 0.01% | −23,323−85.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,060 | $251.0K | 0.05% | +4,060 | New |
| Cfo Capital Management LLC | 4,058 | $250.9K | 0.21% | +146+3.7% | Added |
| Violich Capital Management, Inc. | 4,055 | $250.7K | 0.03% | −600−12.9% | Reduced |
| Herold Advisors, Inc. | 4,023 | $248.7K | 0.05% | +23+0.6% | Added |
| Heritage Wealth Management, Inc. | 4,014 | $248.1K | 0.12% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 4,006 | $247.6K | 0.03% | +474+13.4% | Added |
| Private Trust Co NA | 3,990 | $246.7K | 0.02% | +49+1.2% | Added |
| Athena Investment Management | 3,980 | $246.0K | 0.13% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,976 | $245.8K | 0.02% | +45+1.1% | Added |
| AMG National Trust Bank | 3,973 | $245.6K | 0.01% | +3,973 | New |
| Tompkins Financial Corp | 3,970 | $245.4K | 0.02% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 3,939 | $243.0K | 0.12% | +3,939 | New |
| Hall Capital Management Co Inc | 3,758 | $242.4K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,907 | $241.5K | 0.01% | +3,907 | New |
| Fonville Wealth Management LLC | 3,906 | $241.5K | 0.05% | +3,906 | New |
| Ifrah Financial Services, Inc. | 3,899 | $241.0K | 0.06% | −82−2.1% | Reduced |
| Evoke Wealth, LLC | 3,885 | $240.2K | 0.00% | +41+1.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 3,885 | $240.2K | 0.07% | +3,885 | New |
| AdvisorNet Financial, Inc | 3,878 | $239.7K | 0.01% | −239−5.8% | Reduced |
| Welch & Forbes LLC | 3,870 | $239.2K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,864 | $238.9K | 0.03% | −366−8.7% | Reduced |
| Patton Fund Management, Inc. | 3,850 | $238.0K | 0.04% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,850 | $238.0K | 0.10% | +10+0.3% | Added |
| Leo Wealth, LLC | 3,848 | $237.9K | 0.02% | +149+4.0% | Added |
| Leonteq Securities AG | 3,846 | $237.8K | 0.01% | −1,246−24.5% | Reduced |
| North Star Investment Management Corp. | 3,837 | $237.2K | 0.01% | −8−0.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,836 | $237.1K | 0.09% | +3,836 | New |
| Bank & Trust Co | 3,823 | $236.3K | 0.16% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,800 | $234.9K | 0.05% | −30−0.8% | Reduced |
| Palisade Asset Management, LLC | 3,792 | $234.4K | 0.02% | −13−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,781 | $233.7K | 0.01% | +3,781 | New |
| Old North State Trust, LLC | 3,767 | $233.0K | 0.14% | −77−2.0% | Reduced |
| Boston Private Wealth LLC | 3,769 | $233.0K | 0.02% | +116+3.2% | Added |
| Aull & Monroe Investment Management Corp | 3,768 | $232.9K | 0.11% | +300+8.7% | Added |
| Onyx Bridge Wealth Group LLC | 3,764 | $232.7K | 0.03% | +62+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,753 | $232.0K | 0.00% | −3,370−47.3% | Reduced |
| UMA Financial Services, Inc. | 3,722 | $230.1K | 0.03% | +38+1.0% | Added |
| Versant Capital Management, Inc | 3,710 | $229.4K | 0.02% | +102+2.8% | Added |
| Drive Wealth Management, LLC | 3,707 | $229.2K | 0.05% | +57+1.6% | Added |
| Genesis Private Wealth, LLC | 3,678 | $227.4K | 0.07% | −80−2.1% | Reduced |
| Decision Investments, Inc | 3,674 | $227.1K | 0.26% | +18+0.5% | Added |
| StoneX Group Inc. | 3,673 | $227.1K | 0.01% | −12,029−76.6% | Reduced |
| M.E. Allison & Co., Inc. | 3,673 | $227.1K | 0.15% | +10.0% | Added |
| Colonial Trust Advisors | 3,671 | $226.9K | 0.02% | −100−2.7% | Reduced |
| Colonial Trust Co | 3,658 | $226.1K | 0.03% | −707−16.2% | Reduced |
| Farmers National Bank | 3,650 | $225.6K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,646 | $225.4K | 0.08% | −68−1.8% | Reduced |
| Richardson Financial Services Inc. | 3,640 | $225.0K | 0.14% | +35+1.0% | Added |
| Howard Capital Management Group, LLC | 3,635 | $224.7K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 3,627 | $224.2K | 0.02% | +211+6.2% | Added |
| MJP Associates Inc | 3,619 | $223.7K | 0.03% | +3,619 | New |
| Strategic Investment Advisors | 3,610 | $222.8K | 0.02% | +3,610 | New |