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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 15,104 | $933.7K | 0.29% | −10−0.1% | Reduced |
| Two Sigma Securities, LLC | 15,039 | $929.7K | 0.11% | +2,930+24.2% | Added |
| Prosperity Consulting Group, LLC | 15,033 | $929.3K | 0.04% | +1,218+8.8% | Added |
| Caldwell Trust Co | 15,011 | $928.0K | 0.08% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 15,000 | $927.0K | 0.28% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 14,969 | $925.4K | 0.02% | −1,622−9.8% | Reduced |
| Family Legacy Financial Solutions, LLC | 14,884 | $923.6K | 0.75% | +6,005+67.6% | Added |
| Ronald Blue Trust, Inc. | 14,930 | $922.9K | 0.01% | −4,309−22.4% | Reduced |
| Vanguard Capital Wealth Advisors | 14,900 | $921.1K | 0.85% | +8,800+144.3% | Added |
| Brighton Jones LLC | 14,857 | $918.5K | 0.02% | +14,857 | New |
| Heritage Wealth Advisors | 14,754 | $912.1K | 0.04% | +206+1.4% | Added |
| Centennial Wealth Advisory LLC | 14,708 | $909.2K | 0.22% | +2,335+18.9% | Added |
| Pettyjohn, Wood & White, Inc | 14,688 | $908.0K | 0.14% | −309−2.1% | Reduced |
| HBW Advisory Services LLC | 14,583 | $901.5K | 0.10% | −734−4.8% | Reduced |
| Farmers & Merchants Investments Inc | 14,511 | $897.1K | 0.02% | −9−0.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 14,495 | $896.1K | 0.54% | +155+1.1% | Added |
| Aviva PLC | 14,495 | $896.1K | 0.00% | −1,463,514−99.0% | Reduced |
| R Squared Ltd | 14,495 | $896.1K | 0.49% | +14,495 | New |
| Scotia Capital Inc. | 14,406 | $890.6K | 0.00% | −38−0.3% | Reduced |
| Bearing Point Capital, LLC | 14,400 | $890.2K | 0.14% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 14,396 | $890.0K | 0.37% | +3,730+35.0% | Added |
| Miller Financial Services LLC | 14,341 | $886.6K | 0.99% | +370+2.6% | Added |
| Sovereign Financial Group, Inc. | 14,335 | $886.2K | 0.15% | +93+0.7% | Added |
| Essex Financial Services, Inc. | 14,275 | $882.5K | 0.05% | −1,415−9.0% | Reduced |
| Geneos Wealth Management Inc. | 14,261 | $881.6K | 0.02% | +1,050+7.9% | Added |
| Navalign, LLC | 14,229 | $879.6K | 0.22% | +162+1.2% | Added |
| Aptus Capital Advisors, LLC | 14,216 | $878.8K | 0.01% | −9,878−41.0% | Reduced |
| TCW Group Inc | 14,092 | $871.2K | 0.01% | +681+5.1% | Added |
| Sigma Planning Corp | 14,011 | $866.2K | 0.02% | −150−1.1% | Reduced |
| Paradigm Capital Management, LLC | 13,975 | $864.0K | 0.79% | +820+6.2% | Added |
| Keel Point, LLC | 13,917 | $860.4K | 0.06% | −1,353−8.9% | Reduced |
| Meridian Financial Partners LLC | 13,709 | $859.4K | 0.33% | −212−1.5% | Reduced |
| Savvy Advisors, Inc. | 13,813 | $853.9K | 0.02% | +1,363+10.9% | Added |
| TCTC Holdings, LLC | 13,778 | $851.8K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,721 | $848.2K | 0.00% | +1,875+15.8% | Added |
| Clarion Wealth Managment Partners, LLC | 13,624 | $842.2K | 0.76% | −32−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 13,615 | $841.7K | 0.12% | −32−0.2% | Reduced |
| Financial Sense Advisors, Inc. | 13,598 | $840.7K | 0.17% | +17+0.1% | Added |
| Ballentine Partners, LLC | 13,400 | $828.4K | 0.01% | −714−5.1% | Reduced |
| Greenleaf Trust | 13,328 | $823.9K | 0.01% | −371−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 13,262 | $819.9K | 0.03% | −4,203−24.1% | Reduced |
| CacheTech Inc. | 13,240 | $818.5K | 0.16% | +4,672+54.5% | Added |
| Archford Capital Strategies, LLC | 13,239 | $818.4K | 0.09% | −28−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 13,113 | $810.6K | 0.03% | +107+0.8% | Added |
| Elm Partners Management LLC | 13,078 | $808.7K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 13,076 | $808.4K | 0.08% | −660−4.8% | Reduced |
| GTS Securities LLC | 13,065 | $807.7K | 0.03% | +4,945+60.9% | Added |
| Parcion Private Wealth LLC | 12,929 | $799.3K | 0.05% | −240−1.8% | Reduced |
| Eagle Harbor Asset Management Inc | 12,893 | $797.0K | 0.68% | −478−3.6% | Reduced |
| Csenge Advisory Group | 12,836 | $793.5K | 0.04% | +106+0.8% | Added |
| Marco Investment Management LLC | 12,759 | $788.8K | 0.06% | −75−0.6% | Reduced |
| Umb Bank N A | 12,758 | $788.7K | 0.01% | −345−2.6% | Reduced |
| Parallel Advisors, LLC | 12,670 | $783.3K | 0.01% | +359+2.9% | Added |
| HBK Sorce Advisory LLC | 12,628 | $781.6K | 0.02% | −967−7.1% | Reduced |
| Los Angeles Capital Management LLC | 12,605 | $779.2K | 0.00% | −155,011−92.5% | Reduced |
| Hendershot Investments Inc. | 12,598 | $778.8K | 0.10% | −220−1.7% | Reduced |
| Redwood Investment Management, LLC | 12,534 | $775.0K | 0.10% | +576+4.8% | Added |
| Holderness Investments Co | 12,525 | $774.3K | 0.16% | +335+2.7% | Added |
| Legacy Wealth Asset Management, LLC | 12,450 | $769.7K | 0.19% | +92+0.7% | Added |
| Saturna Capital CORP | 12,448 | $769.5K | 0.01% | +35+0.3% | Added |
| Nicolet Bankshares Inc | 12,334 | $763.7K | 0.03% | +12,334 | New |
| Pittenger & Anderson Inc | 12,285 | $759.5K | 0.03% | −35−0.3% | Reduced |
| Tema ETFs LLC | 12,271 | $758.6K | 0.05% | +63+0.5% | Added |
| Simplicity Wealth,LLC | 12,228 | $756.0K | 0.04% | +7,726+171.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,185 | $753.3K | 0.45% | −970−7.4% | Reduced |
| Insigneo Advisory Services, LLC | 12,168 | $752.2K | 0.05% | +1,730+16.6% | Added |
| International Assets Investment Management, LLC | 12,120 | $752.1K | 0.05% | +142+1.2% | Added |
| Commonwealth Retirement Investments LLC | 12,142 | $750.6K | 0.23% | +412+3.5% | Added |
| Birch Hill Investment Advisors LLC | 12,087 | $747.2K | 0.03% | −500−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,086 | $747.2K | 0.04% | +21+0.2% | Added |
| Heritage Investors Management Corp | 12,050 | $745.0K | 0.02% | +20.0% | Added |
| Rahlfs Capital, LLC | 12,050 | $744.9K | 0.55% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,016 | $742.8K | 0.00% | +2,223+22.7% | Added |
| Anchor Investment Management, LLC | 11,988 | $741.1K | 0.06% | +775+6.9% | Added |
| Ti-Trust, Inc | 11,929 | $737.5K | 0.44% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 11,882 | $734.5K | 0.06% | +11,882 | New |
| Valeo Financial Advisors, LLC | 11,862 | $733.3K | 0.02% | −5,530−31.8% | Reduced |
| Main Street Group, LTD | 11,843 | $732.1K | 0.22% | +408+3.6% | Added |
| Adalta Capital Management LLC | 11,800 | $729.5K | 0.35% | +100+0.9% | Added |
| Verdence Capital Advisors LLC | 11,753 | $726.6K | 0.04% | +170+1.5% | Added |
| Wedmont Private Capital | 11,461 | $724.4K | 0.02% | −51−0.4% | Reduced |
| Paradigm Financial Partners, LLC | 11,696 | $723.0K | 0.13% | −1,807−13.4% | Reduced |
| Venture Visionary Partners LLC | 11,687 | $722.5K | 0.02% | −384−3.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,682 | $722.2K | 0.03% | 00.0% | Unchanged |
| GWN Securities Inc. | 11,657 | $720.7K | 0.14% | +1,087+10.3% | Added |
| Smartleaf Asset Management LLC | 11,635 | $719.6K | 0.03% | +242+2.1% | Added |
| Vista Investment Partners LLC | 11,596 | $716.9K | 0.19% | +6+0.1% | Added |
| 49 Wealth Management, LLC | 11,572 | $715.4K | 0.05% | +393+3.5% | Added |
| Atomi Financial Group, Inc. | 11,521 | $712.2K | 0.02% | −189−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,429 | $711.1K | 0.01% | +651+6.0% | Added |
| NTV Asset Management LLC | 11,496 | $710.7K | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 11,465 | $708.8K | 0.05% | +4,587+66.7% | Added |
| BCGM Wealth Management, LLC | 11,437 | $707.1K | 0.18% | −328−2.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,421 | $706.1K | 0.01% | +2,160+23.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 11,397 | $704.6K | 0.04% | +6,969+157.4% | Added |
| Invst, LLC | 11,371 | $703.0K | 0.08% | +11,371 | New |
| Vontobel Holding Ltd. | 11,355 | $702.0K | 0.00% | +1,268+12.6% | Added |
| Sumitomo Life Insurance Co | 11,227 | $694.1K | 0.02% | +360+3.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $692.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,140 | $688.7K | 0.08% | +15+0.1% | Added |