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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 1,926 | $119.1K | 0.02% | −53−2.7% | Reduced |
| Resources Management Corp | 1,850 | $114.0K | 0.02% | −350−15.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,825 | $114.0K | 0.04% | −29−1.6% | Reduced |
| GGM Financials LLC | 1,834 | $113.4K | 0.05% | +20+1.1% | Added |
| City State Bank | 1,806 | $111.6K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,757 | $108.6K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 1,750 | $108.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,729 | $106.9K | 0.01% | +26+1.5% | Added |
| Grove Bank & Trust | 1,716 | $106.1K | 0.01% | +17+1.0% | Added |
| Union Savings Bank | 1,679 | $103.8K | 0.05% | −266−13.7% | Reduced |
| Crewe Advisors LLC | 1,631 | $100.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,630 | $100.8K | 0.00% | −182−10.0% | Reduced |
| Sawyer & Company, Inc | 1,623 | $100.3K | 0.04% | −54−3.2% | Reduced |
| SHP Wealth Management | 1,620 | $100.1K | 0.01% | +166+11.4% | Added |
| Silvant Capital Management LLC | 1,591 | $98.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,586 | $98.1K | 0.04% | −445−21.9% | Reduced |
| Wall Street Financial Group, Inc. | 1,579 | $97.6K | 0.06% | +1,579 | New |
| Transamerica Financial Advisors, Inc. | 1,578 | $97.6K | 0.01% | +1,385+717.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,533 | $94.8K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $93.8K | 0.07% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,490 | $92.1K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 1,433 | $88.6K | 0.00% | +1,096+325.2% | Added |
| MCF Advisors LLC | 1,410 | $87.2K | 0.00% | −85−5.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,393 | $86.1K | 0.01% | −62−4.3% | Reduced |
| Valley National Advisers Inc | 1,344 | $83.0K | 0.01% | +32+2.4% | Added |
| GHP Investment Advisors, Inc. | 1,259 | $77.8K | 0.00% | +22+1.8% | Added |
| Private Wealth Management Group, LLC | 1,252 | $77.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,243 | $76.8K | 0.00% | −3,201−72.0% | Reduced |
| PlanVest Financial, Inc | 1,236 | $76.5K | 0.06% | +1,236 | New |
| Bayforest Capital Ltd | 1,208 | $74.7K | 0.08% | −4,240−77.8% | Reduced |
| Parvin Asset Management, LLC | 1,200 | $74.2K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,193 | $73.7K | 0.01% | +211+21.5% | Added |
| Leo H. Evart, Inc. | 1,183 | $73.1K | 0.06% | +1,183 | New |
| BFSG, LLC | 1,176 | $72.7K | 0.01% | +1,176 | New |
| Addison Advisors LLC | 1,160 | $71.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,147 | $70.9K | 0.01% | +9+0.8% | Added |
| Millstone Evans Group, LLC | 1,142 | $70.6K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,140 | $70.5K | 0.01% | −3,570−75.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,123 | $69.4K | 0.05% | +18+1.6% | Added |
| Oakworth Capital, Inc. | 1,120 | $69.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,100 | $68.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,092 | $67.5K | 0.03% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,075 | $67.0K | 0.01% | −8,149−88.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,071 | $66.2K | 0.02% | +6+0.6% | Added |
| JFS Wealth Advisors, LLC | 1,070 | $66.2K | 0.00% | −381−26.3% | Reduced |
| Owl Creek Wealth Partners LLC | 1,069 | $66.1K | 0.02% | +1,069 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,072 | $66.0K | 0.00% | +140+15.0% | Added |
| Bangor Savings Bank | 1,064 | $65.8K | 0.01% | −484−31.3% | Reduced |
| Webster Bank, N. A. | 1,046 | $64.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,040 | $64.3K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,025 | $63.4K | 0.01% | −6−0.6% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $61.8K | 0.01% | +5+0.5% | Added |
| Atwood & Palmer Inc | 1,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 973 | $60.2K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 972 | $60.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 962 | $59.5K | 0.01% | +920+2,190.5% | Added |
| Catalyst Capital Advisors LLC | 951 | $58.8K | 0.00% | +951 | New |
| LRI Investments, LLC | 946 | $58.5K | 0.01% | +291+44.4% | Added |
| Root Financial Partners, LLC | 939 | $58.0K | 0.00% | +382+68.6% | Added |
| SWAN Capital LLC | 922 | $57.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 900 | $55.6K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 891 | $55.1K | 0.00% | −122−12.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 887 | $54.8K | 0.05% | −21−2.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 877 | $54.2K | 0.00% | +877 | New |
| CNB Bank | 864 | $53.4K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 840 | $51.9K | 0.01% | +840 | New |
| N.E.W. Advisory Services LLC | 823 | $50.9K | 0.00% | +241+41.4% | Added |
| JPL Wealth Management, LLC | 777 | $48.0K | 0.01% | +777 | New |
| MV Capital Management, Inc. | 763 | $47.2K | 0.00% | +2+0.3% | Added |
| Archer Investment Corp | 762 | $47.1K | 0.01% | +2+0.3% | Added |
| Westside Investment Management, Inc. | 745 | $46.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 754 | $46.6K | 0.01% | +754 | New |
| Decker Retirement Planning Inc. | 724 | $44.8K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 723 | $44.7K | 0.01% | −267−27.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 718 | $44.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 702 | $43.4K | 0.01% | −14−2.0% | Reduced |
| Canton Hathaway, LLC | 700 | $43.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $43.3K | 0.01% | +700 | New |
| Adkins Seale Capital Management LLC | 694 | $42.9K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 681 | $42.1K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 665 | $41.1K | 0.02% | +665 | New |
| Capital Advisors, Ltd. LLC | 666 | $41.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 725 | $40.7K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 641 | $39.6K | 0.00% | −80−11.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 620 | $38.3K | 0.00% | +620 | New |
| Scarborough Advisors, LLC | 620 | $38.3K | 0.00% | +51+9.0% | Added |
| Bravera Wealth | 616 | $38.1K | 0.02% | +529+608.0% | Added |
| Byrne Asset Management LLC | 605 | $37.4K | 0.02% | −70−10.4% | Reduced |
| Cornerstone Planning Group LLC | 591 | $37.2K | 0.00% | +73+14.1% | Added |
| Kimelman & Baird, LLC | 600 | $37.1K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $37.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $37.1K | 0.01% | +100+20.0% | Added |
| Stone House Investment Management, LLC | 593 | $36.7K | 0.01% | +561+1,753.1% | Added |
| Keating Financial Advisory Services, Inc. | 563 | $34.8K | 0.01% | +62+12.4% | Added |
| Boyd Watterson Asset Management LLC | 557 | $34.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 550 | $34.0K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 548 | $33.9K | 0.00% | +548 | New |
| VSM Wealth Advisory, LLC | 517 | $32.0K | 0.01% | +5+1.0% | Added |
| Gen-Wealth Partners Inc | 511 | $31.6K | 0.01% | +51+11.1% | Added |
| DAGCO, Inc. | 507 | $31.3K | 0.01% | −78−13.3% | Reduced |