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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $30.9K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 500 | $30.9K | 0.02% | +500 | New |
| Trask Adam Roland | 500 | $30.9K | 0.03% | +500 | New |
| Plante Moran Financial Advisors, LLC | 490 | $30.3K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 486 | $30.0K | 0.02% | +5+1.0% | Added |
| RWM Asset Management, LLC | 480 | $29.7K | 0.00% | +480 | New |
| Monetary Management Group Inc | 479 | $29.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 475 | $29.5K | 0.00% | +475 | New |
| EFG International AG | 469 | $29.0K | 0.00% | +469 | New |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $28.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 457 | $28.3K | 0.02% | −113−19.8% | Reduced |
| Ossiam | 436 | $27.0K | 0.00% | −21,545−98.0% | Reduced |
| Vanguard National Trust Co | 429 | $26.5K | 0.00% | +429 | New |
| Dynamic Wealth Strategies, LLC | 426 | $26.3K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 425 | $26.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 425 | $26.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 423 | $26.1K | 0.01% | +40+10.4% | Added |
| Gladwyn Financial Advisors, Inc. | 404 | $25.0K | 0.02% | +4+1.0% | Added |
| Sachetta, LLC | 402 | $24.9K | 0.01% | −204−33.7% | Reduced |
| Optiver Holding B.V. | 399 | $24.7K | 0.00% | −2,252−84.9% | Reduced |
| Ameriflex Group, Inc. | 398 | $24.6K | 0.01% | −1,303−76.6% | Reduced |
| Abound Wealth Management | 387 | $23.9K | 0.01% | +169+77.5% | Added |
| Joseph Group Capital Management | 368 | $22.8K | 0.01% | +368 | New |
| Tiaa Trust, National Association | 367 | $22.7K | 0.00% | −38,813−99.1% | Reduced |
| CrossGen Wealth, LLC | 361 | $22.3K | 0.02% | −414−53.4% | Reduced |
| Wolff Wiese Magana LLC | 360 | $22.3K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 360 | $22.3K | 0.00% | +360 | New |
| Sit Investment Associates Inc | 349 | $22.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 354 | $21.9K | 0.00% | +14+4.1% | Added |
| Wilkerson Advisory Group LLC | 349 | $21.6K | 0.01% | +184+111.5% | Added |
| Horizon Financial Services, LLC | 348 | $21.5K | 0.01% | +161+86.1% | Added |
| Team Financial Group, LLC | 342 | $21.2K | 0.01% | +4+1.2% | Added |
| Arlington Trust Co LLC | 340 | $21.0K | 0.00% | +110+47.8% | Added |
| Flagship Wealth Advisors, LLC | 360 | $20.3K | 0.01% | −400−52.6% | Reduced |
| NCP Inc. | 314 | $19.4K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 313 | $19.3K | 0.01% | +20+6.8% | Added |
| Covestor Ltd | 308 | $19.0K | 0.01% | −140−31.3% | Reduced |
| ESL Trust Services, LLC | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 300 | $18.5K | 0.02% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 300 | $18.5K | 0.01% | +300 | New |
| Johnson Financial Group, Inc. | 294 | $18.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 294 | $18.2K | 0.00% | +94+47.0% | Added |
| Legacy Wealth Managment, LLC | 293 | $18.1K | 0.01% | +195+199.0% | Added |
| Avion Wealth | 293 | $18.0K | 0.00% | +32+12.3% | Added |
| Evolution Wealth Management Inc. | 287 | $17.7K | 0.01% | +187+187.0% | Added |
| Signature Equity Partners, LLC | 286 | $17.7K | 0.01% | +5+1.8% | Added |
| S&T Bank | 285 | $17.6K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $17.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 271 | $16.8K | 0.00% | +271 | New |
| Golden State Wealth Management, LLC | 269 | $16.6K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $16.6K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 265 | $16.4K | 0.00% | +4+1.5% | Added |
| Security National Bank | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 258 | $15.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 252 | $15.6K | 0.00% | +96+61.5% | Added |
| CBIZ Investment Advisory Services, LLC | 250 | $15.5K | 0.00% | −182−42.1% | Reduced |
| Ares Financial Consulting, LLC | 247 | $15.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $15.1K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 235 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 235 | $14.5K | 0.00% | +127+117.6% | Added |
| Birchwood Financial Partners, Inc. | 232 | $14.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 230 | $14.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 223 | $13.8K | 0.00% | +2+0.9% | Added |
| Highline Wealth Partners LLC | 222 | $13.8K | 0.00% | −72−24.5% | Reduced |
| Creative Financial Designs Inc | 221 | $13.6K | 0.00% | +2+0.9% | Added |
| Prestige Wealth Management Group LLC | 214 | $13.2K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $13.0K | 0.01% | −110−34.4% | Reduced |
| Nemes Rush Group LLC | 209 | $12.9K | 0.00% | −13−5.9% | Reduced |
| True Wealth Design, LLC | 202 | $12.5K | 0.00% | −7−3.3% | Reduced |
| 1015 Capital Partners, LLC | 202 | $12.5K | 0.01% | +6+3.1% | Added |
| Kerr Financial Planning Corp | 197 | $12.5K | 0.02% | +2+1.0% | Added |
| Cetera Trust Company, N.A | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $12.4K | 0.00% | +2+1.0% | Added |
| Rakuten Securities, Inc. | 198 | $12.2K | 0.01% | −10−4.8% | Reduced |
| Lodestone Wealth Management LLC | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 190 | $11.7K | 0.01% | −100−34.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 188 | $11.6K | 0.00% | −12−6.0% | Reduced |
| Dogwood Wealth Management LLC | 185 | $11.4K | 0.00% | +47+34.1% | Added |
| Marquette Asset Management, LLC | 183 | $11.3K | 0.00% | +71+63.4% | Added |
| Bell Investment Advisors, Inc | 176 | $10.9K | 0.00% | −164−48.2% | Reduced |
| Pacific Center for Financial Services | 168 | $10.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 168 | $10.4K | 0.00% | +42+33.3% | Added |
| Ramirez Asset Management, Inc. | 166 | $10.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 165 | $10.2K | 0.00% | +165 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $10.0K | 0.00% | −100−38.5% | Reduced |
| Chilton Capital Management LLC | 161 | $9.95K | 0.00% | −266−62.3% | Reduced |
| Signature Resources Capital Management, LLC | 161 | $9.95K | 0.00% | +70+76.9% | Added |
| Park Place Capital Corp | 160 | $9.89K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 160 | $9.89K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 153 | $9.48K | 0.00% | +1+0.7% | Added |
| Asset Dedication, LLC | 153 | $9.46K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $9.27K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 150 | $9.27K | 0.01% | +150 | New |
| New England Capital Financial Advisors LLC | 148 | $9.15K | 0.00% | −405−73.2% | Reduced |