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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 11,137 | $688.5K | 0.03% | −219−1.9% | Reduced |
| Romano Brothers and Company | 11,132 | $688.2K | 0.08% | +5,000+81.5% | Added |
| Register Financial Advisors LLC | 11,129 | $688.0K | 0.25% | +1,500+15.6% | Added |
| Grimes & Company, Inc. | 11,114 | $687.1K | 0.02% | +47+0.4% | Added |
| Liberty One Investment Management, LLC | 11,103 | $686.4K | 0.07% | +1,171+11.8% | Added |
| Summit Financial, LLC | 11,080 | $685.0K | 0.01% | +1,555+16.3% | Added |
| Stony Point Wealth Management Inc. | 11,045 | $682.8K | 0.27% | −1,196−9.8% | Reduced |
| Constant Guidance Financial LLC | 11,000 | $680.0K | 0.47% | −700−6.0% | Reduced |
| Bay Capital Advisors, LLC | 10,952 | $677.1K | 0.42% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,921 | $675.0K | 0.02% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 10,872 | $672.0K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 10,865 | $671.7K | 0.46% | −30−0.3% | Reduced |
| Capital International Sarl | 10,841 | $670.2K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 10,780 | $666.4K | 0.15% | +330+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,744 | $664.2K | 0.02% | +493+4.8% | Added |
| Joel Isaacson & Co., LLC | 10,645 | $658.1K | 0.02% | +143+1.4% | Added |
| MONECO Advisors, LLC | 10,641 | $657.8K | 0.05% | −119−1.1% | Reduced |
| Key Financial Inc | 10,562 | $652.9K | 0.12% | −18−0.2% | Reduced |
| Sharp Financial Services, LLC | 10,516 | $650.1K | 0.32% | +4,691+80.5% | Added |
| Chemung Canal Trust Co | 10,464 | $646.9K | 0.13% | −338−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 10,322 | $638.1K | 0.05% | +45+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,311 | $637.4K | 0.04% | +318+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 10,193 | $630.1K | 0.01% | +1,119+12.3% | Added |
| Oak Harbor Wealth Partners, LLC | 10,166 | $628.5K | 0.15% | +1,829+21.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,142 | $627.0K | 0.08% | +1,894+23.0% | Added |
| Essential Partners LLC | 10,114 | $625.2K | 0.21% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 10,100 | $624.4K | 0.01% | +5,742+131.8% | Added |
| Hughes Financial Services, LLC | 10,028 | $619.9K | 0.10% | +494+5.2% | Added |
| Pathfinder Wealth Consulting, Inc. | 9,978 | $616.8K | 0.40% | 00.0% | Unchanged |
| Adams Wealth Management | 9,893 | $611.6K | 0.13% | +1,325+15.5% | Added |
| Rockland Trust Co | 9,873 | $610.3K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,832 | $607.8K | 0.04% | −203−2.0% | Reduced |
| South State Corp. | 9,818 | $606.9K | 0.03% | −1,594−14.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,676 | $598.2K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,662 | $597.3K | 0.01% | +783+8.8% | Added |
| Premier Path Wealth Partners, LLC | 9,627 | $595.1K | 0.08% | +707+7.9% | Added |
| CX Institutional | 9,619 | $595.0K | 0.02% | +631+7.0% | Added |
| Foundations Investment Advisors, LLC | 9,564 | $591.2K | 0.01% | −320−3.2% | Reduced |
| Welch Group, LLC | 9,490 | $586.7K | 0.02% | +1,568+19.8% | Added |
| Sapient Capital LLC | 9,479 | $586.0K | 0.01% | +5,565+142.2% | Added |
| Fragasso Group Inc. | 9,396 | $584.6K | 0.04% | +288+3.2% | Added |
| 1620 Investment Advisors, Inc. | 9,396 | $580.9K | 0.39% | +275+3.0% | Added |
| VeraBank, N.A. | 9,361 | $578.7K | 0.11% | −168−1.8% | Reduced |
| Hardin Capital Partners, LLC | 9,276 | $573.4K | 0.27% | +155+1.7% | Added |
| Maridea Wealth Management LLC | 9,269 | $573.0K | 0.08% | −255−2.7% | Reduced |
| Capital Asset Advisory Services LLC | 9,064 | $563.9K | 0.02% | −784−8.0% | Reduced |
| Legacy Financial Advisors, Inc. | 9,118 | $563.7K | 0.08% | −137−1.5% | Reduced |
| Cidel Asset Management Inc | 9,046 | $559.2K | 0.03% | +1,633+22.0% | Added |
| Hayek Kallen Investment Management | 9,028 | $558.0K | 0.18% | 00.0% | Unchanged |
| Omers Administration Corp | 8,973 | $554.7K | 0.00% | +8,973 | New |
| Nations Financial Group Inc, | 8,960 | $553.9K | 0.03% | +455+5.3% | Added |
| BIP Wealth, LLC | 8,948 | $553.1K | 0.02% | +556+6.6% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 8,946 | $553.0K | 0.33% | +8,946 | New |
| Syon Capital LLC | 8,927 | $551.9K | 0.03% | +1,087+13.9% | Added |
| Bragg Financial Advisors, Inc | 8,925 | $551.7K | 0.02% | −831−8.5% | Reduced |
| Commerzbank Aktiengesellschaft | 8,907 | $551.0K | 0.01% | −1,218−12.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,893 | $549.8K | 0.06% | +95+1.1% | Added |
| Advisory Alpha, LLC | 8,795 | $543.8K | 0.01% | +1,403+19.0% | Added |
| Triangle Securities Wealth Management | 8,793 | $543.6K | 0.12% | −318−3.5% | Reduced |
| Camelot Portfolios, LLC | 8,728 | $539.6K | 0.41% | −12−0.1% | Reduced |
| United Advisor Group, LLC | 8,719 | $539.0K | 0.07% | +153+1.8% | Added |
| Farmers Trust Co | 8,707 | $538.3K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,666 | $535.7K | 0.04% | +20.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 8,644 | $534.4K | 0.21% | +8+0.1% | Added |
| Huber Capital Management LLC | 8,635 | $533.8K | 0.08% | +8,635 | New |
| United Asset Strategies, Inc. | 8,628 | $533.4K | 0.04% | +489+6.0% | Added |
| Eastern Bank | 8,497 | $525.3K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 8,478 | $524.1K | 0.00% | −400−4.5% | Reduced |
| Archetype Wealth Partners | 8,458 | $523.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,445 | $522.1K | 0.21% | −513−5.7% | Reduced |
| Phoenix Wealth Advisors | 8,371 | $517.5K | 0.20% | −1,582−15.9% | Reduced |
| Acadian Asset Management LLC | 8,224 | $508.0K | 0.00% | +8,224 | New |
| Total Wealth Planning & Management, Inc. | 8,193 | $506.5K | 0.40% | +309+3.9% | Added |
| V-Square Quantitative Management LLC | 8,183 | $505.9K | 0.05% | −550−6.3% | Reduced |
| First National Trust Co | 8,175 | $505.4K | 0.02% | −16−0.2% | Reduced |
| Chapman Financial Group, LLC | 8,160 | $504.5K | 0.36% | −750−8.4% | Reduced |
| Sax Wealth Advisors, LLC | 8,609 | $504.4K | 0.02% | −205−2.3% | Reduced |
| Kidder Stephen W | 8,157 | $504.3K | 0.15% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 8,145 | $503.5K | 0.10% | −120−1.5% | Reduced |
| S.A. Mason LLC | 8,115 | $501.7K | 0.19% | +2,165+36.4% | Added |
| Carnegie Capital Asset Management, LLC | 8,093 | $500.3K | 0.01% | −1,013−11.1% | Reduced |
| Birchcreek Wealth Management, LLC | 8,051 | $497.7K | 0.24% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,032 | $496.0K | 0.08% | −159−1.9% | Reduced |
| Empire Financial Management Company, LLC | 8,022 | $496.0K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,010 | $495.2K | 0.05% | +136+1.7% | Added |
| First Command Advisory Services, Inc. | 8,002 | $494.7K | 0.00% | +1,394+21.1% | Added |
| Graver Capital Management, LLC | 8,000 | $494.6K | 0.38% | 00.0% | Unchanged |
| Providence First Trust Co | 7,997 | $494.4K | 0.17% | +4,479+127.3% | Added |
| Triad Wealth Partners, LLC | 7,980 | $493.3K | 0.04% | +909+12.9% | Added |
| Smithfield Trust Co | 7,967 | $493.0K | 0.02% | −100−1.2% | Reduced |
| Bay Rivers Group | 7,967 | $492.5K | 0.21% | −194−2.4% | Reduced |
| A4 Wealth Advisors LLC | 7,959 | $492.0K | 0.41% | +7,959 | New |
| Mainstay Capital Management LLC | 7,959 | $492.0K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,954 | $491.7K | 0.04% | +2,192+38.0% | Added |
| Koshinski Asset Management, Inc. | 7,927 | $490.0K | 0.03% | +99+1.3% | Added |
| Miracle Mile Advisors, LLC | 7,907 | $488.8K | 0.01% | +190+2.5% | Added |
| Manchester Capital Management LLC | 7,736 | $478.2K | 0.07% | −21−0.3% | Reduced |
| RVW Wealth, LLC | 7,725 | $477.5K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,680 | $474.8K | 0.04% | −2,021−20.8% | Reduced |
| Element Pointe Advisors, LLC | 7,680 | $474.8K | 0.09% | 00.0% | Unchanged |