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 |
|---|---|---|---|---|---|
| Nalls Sherbakoff Group, LLC | 3,600 | $222.6K | 0.16% | −75−2.0% | Reduced |
| Investment Research Partners LLC | 3,579 | $221.3K | 0.09% | +3,579 | New |
| MidAtlantic Capital Management, Inc. | 3,578 | $221.2K | 0.15% | +1,167+48.4% | Added |
| Old Port Advisors | 3,548 | $219.3K | 0.05% | −68−1.9% | Reduced |
| MTM Investment Management, LLC | 3,540 | $218.8K | 0.07% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,530 | $218.2K | 0.04% | +8+0.2% | Added |
| Smith Thornton Advisors LLC | 3,513 | $217.2K | 0.11% | +3,513 | New |
| Tower Bridge Advisors | 3,504 | $216.6K | 0.02% | 00.0% | Unchanged |
| Viking Fund Management LLC | 3,500 | $216.4K | 0.02% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,499 | $216.3K | 0.18% | −156−4.3% | Reduced |
| Mathes Company, Inc. | 3,500 | $216.0K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,491 | $215.8K | 0.01% | −22−0.6% | Reduced |
| Sandbox Financial Partners, LLC | 3,489 | $215.7K | 0.06% | −5−0.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,480 | $215.1K | 0.03% | +3+0.1% | Added |
| Ballast, Inc. | 3,473 | $214.7K | 0.05% | −469−11.9% | Reduced |
| CVA Family Office, LLC | 3,469 | $214.5K | 0.02% | +127+3.8% | Added |
| FCG Investment Co | 3,466 | $214.3K | 0.09% | +3,466 | New |
| Alta Advisers Ltd | 3,461 | $214.0K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,449 | $213.2K | 0.01% | +22+0.6% | Added |
| Intrust Bank NA | 3,440 | $212.7K | 0.02% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,427 | $211.9K | 0.07% | −44−1.3% | Reduced |
| Goldstein Advisors, LLC | 3,421 | $211.5K | 0.02% | +3,421 | New |
| Commonwealth Financial Services, LLC | 3,418 | $211.3K | 0.03% | −19−0.6% | Reduced |
| David J Yvars Group | 3,415 | $211.1K | 0.12% | −128−3.6% | Reduced |
| TRB Wealth Management, LLC | 3,413 | $211.0K | 0.03% | +3,413 | New |
| Burkett Financial Services, LLC | 3,412 | $211.0K | 0.07% | +37+1.1% | Added |
| Fort Washington Investment Advisors Inc | 3,412 | $210.9K | 0.00% | +3,412 | New |
| Probity Advisors, Inc. | 3,412 | $210.9K | 0.03% | +3,412 | New |
| Spectrum Wealth Advisory Group, LLC | 3,409 | $210.7K | 0.08% | +3,409 | New |
| Deseret Mutual Benefit Administrators | 3,383 | $209.1K | 0.07% | +1,556+85.2% | Added |
| Adirondack Trust Co | 3,382 | $209.0K | 0.07% | −2,260−40.1% | Reduced |
| MBA Advisors LLC | 3,380 | $209.0K | 0.08% | +3,380 | New |
| Sound Income Strategies, LLC | 3,360 | $208.5K | 0.01% | −377−10.1% | Reduced |
| Krilogy Financial LLC | 3,335 | $208.3K | 0.01% | +3,335 | New |
| Oxford Financial Group Ltd | 3,370 | $208.3K | 0.01% | −257−7.1% | Reduced |
| West Family Investments, Inc. | 3,370 | $208.3K | 0.07% | −158−4.5% | Reduced |
| Heartwood Wealth Advisors LLC | 3,369 | $208.3K | 0.02% | +3,369 | New |
| Bridges Investment Management Inc | 3,366 | $208.1K | 0.00% | +3,366 | New |
| Procyon Private Wealth Partners, LLC | 3,363 | $207.9K | 0.01% | +3,363 | New |
| Widmann Financial Services, Inc. | 3,361 | $207.8K | 0.12% | +3,361 | New |
| AAFMAA Wealth Management & Trust LLC | 3,360 | $207.7K | 0.08% | +3,360 | New |
| Prasad Wealth Partners, LLC | 3,359 | $207.7K | 0.06% | +3,359 | New |
| North Point Portfolio Managers Corp | 3,350 | $207.1K | 0.04% | +3,350 | New |
| LSP Investment Advisors, LLC | 3,350 | $207.1K | 0.15% | +3,350 | New |
| Ashton Thomas Private Wealth, LLC | 3,336 | $206.2K | 0.00% | +3,336 | New |
| GeoWealth Management, LLC | 3,335 | $206.2K | 0.01% | +3,335 | New |
| Dynamic Advisor Solutions LLC | 3,314 | $204.9K | 0.01% | −135−3.9% | Reduced |
| Marotta Asset Management | 3,297 | $204.6K | 0.04% | +3,297 | New |
| Stratos Wealth Advisors, LLC | 3,309 | $204.6K | 0.01% | +3,309 | New |
| M&G Plc | 3,293 | $204.2K | 0.00% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 3,281 | $202.8K | 0.04% | +3,281 | New |
| Motco | 3,280 | $202.8K | 0.02% | −36−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $202.6K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,272 | $202.0K | 0.03% | +3,272 | New |
| Front Row Advisors LLC | 3,266 | $201.9K | 0.07% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,259 | $201.5K | 0.00% | −189−5.5% | Reduced |
| Charter Oak Capital Management, LLC | 3,254 | $201.2K | 0.02% | +3,254 | New |
| Dudley Capital Management, LLC | 3,245 | $200.6K | 0.09% | +3,245 | New |
| Naples Global Advisors, LLC | 3,240 | $200.3K | 0.01% | +3,240 | New |
| Rosenberg Matthew Hamilton | 3,208 | $198.3K | 0.04% | +48+1.5% | Added |
| Virtus ETF Advisers LLC | 3,207 | $198.3K | 0.09% | −300−8.6% | Reduced |
| Larson Financial Group LLC | 3,157 | $195.2K | 0.01% | −159−4.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,105 | $192.0K | 0.03% | −35−1.1% | Reduced |
| William B. Walkup & Associates, Inc. | 3,408 | $191.1K | 0.11% | 00.0% | Unchanged |
| Entrust Financial LLC | 3,058 | $189.0K | 0.13% | +19+0.6% | Added |
| Mechanics Financial Corp | 3,000 | $185.5K | 0.08% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,990 | $184.8K | 0.08% | −267−8.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,973 | $183.8K | 0.02% | +5+0.2% | Added |
| Strategic Investment Solutions, Inc. | 2,964 | $183.2K | 0.04% | −170−5.4% | Reduced |
| Basecamp Wealth Advisors LLC | 2,864 | $177.1K | 0.04% | −100−3.4% | Reduced |
| Duncker Streett & Co Inc | 2,812 | $173.8K | 0.03% | +810+40.5% | Added |
| Golden State Equity Partners | 2,799 | $173.0K | 0.01% | +2,799 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,779 | $171.8K | 0.02% | +41+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,700 | $170.0K | 0.00% | +8+0.3% | Added |
| Atlantic Private Wealth, LLC | 2,713 | $167.7K | 0.11% | +1,913+239.1% | Added |
| BNP Paribas | 2,700 | $166.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,684 | $165.9K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,626 | $162.3K | 0.01% | +100+4.0% | Added |
| HHM Wealth Advisors, LLC | 2,503 | $154.7K | 0.02% | −100−3.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,500 | $154.6K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,464 | $152.3K | 0.01% | +1,699+222.1% | Added |
| Quent Capital, LLC | 2,364 | $146.2K | 0.01% | −605−20.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,361 | $146.0K | 0.01% | +26+1.1% | Added |
| Onefund, LLC | 2,347 | $145.6K | 0.09% | −65−2.7% | Reduced |
| GW&K Investment Management, LLC | 2,261 | $140.0K | 0.00% | +1,192+111.5% | Added |
| Crews Bank & Trust | 2,257 | $139.5K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,209 | $136.6K | 0.06% | −158−6.7% | Reduced |
| Parkside Financial Bank & Trust | 2,147 | $132.7K | 0.01% | −2,149−50.0% | Reduced |
| Asset Planning,Inc | 2,139 | $132.2K | 0.09% | +300+16.3% | Added |
| Sittner & Nelson, LLC | 2,098 | $129.7K | 0.05% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2,095 | $129.6K | 0.14% | +878+72.1% | Added |
| Navigoe, LLC | 2,089 | $129.0K | 0.08% | +1,500+254.7% | Added |
| Avalon Trust Co | 2,080 | $128.6K | 0.01% | +450+27.6% | Added |
| Aster Capital Management (DIFC) Ltd | 2,286 | $128.2K | 0.04% | +428+23.0% | Added |
| Avanza Fonder AB | 2,023 | $125.1K | 0.00% | +186+10.1% | Added |
| First Financial Corp | 2,000 | $123.6K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,967 | $121.6K | 0.02% | +210+12.0% | Added |
| Tradewinds Capital Management, LLC | 1,963 | $121.3K | 0.02% | +21+1.1% | Added |
| Evolution Advisers, Inc. | 1,967 | $121.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,950 | $120.6K | 0.03% | +54+2.8% | Added |