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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 7,661 | $473.6K | 0.10% | +7,661 | New |
| Ameritas Investment Partners, Inc. | 7,643 | $472.5K | 0.01% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,638 | $472.2K | 0.17% | −4−0.1% | Reduced |
| Spirit of America Management Corp | 7,600 | $469.8K | 0.09% | −11,500−60.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,581 | $468.7K | 0.01% | +14+0.2% | Added |
| Triumph Capital Management | 7,565 | $467.7K | 0.10% | +5+0.1% | Added |
| Fisher Asset Management, LLC | 7,559 | $467.3K | 0.00% | +4,058+115.9% | Added |
| Hexagon Capital Partners LLC | 7,552 | $466.9K | 0.07% | +7,552 | New |
| Sar Wealth Management Group, LLC | 7,529 | $465.4K | 0.25% | +36+0.5% | Added |
| Fiduciary Alliance LLC | 7,440 | $464.1K | 0.03% | +21+0.3% | Added |
| Evergreen Capital Management LLC | 7,472 | $461.9K | 0.01% | +1,921+34.6% | Added |
| Advisors Capital Management, LLC | 7,459 | $461.1K | 0.01% | +1,785+31.5% | Added |
| Mystic Asset Management, Inc. | 7,457 | $461.0K | 0.11% | +220+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 7,444 | $460.2K | 0.01% | +7,444 | New |
| Investors Asset Management of Georgia Inc | 7,432 | $459.4K | 0.19% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $458.0K | 0.14% | 00.0% | Unchanged |
| Vista Investment Management | 7,406 | $457.8K | 0.15% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,406 | $457.8K | 0.15% | −400−5.1% | Reduced |
| Beacon Investment Advisors LLC | 7,400 | $457.5K | 0.17% | +14+0.2% | Added |
| McMillan Office, Inc. | 7,393 | $457.0K | 0.06% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,390 | $456.9K | 0.24% | −350−4.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,365 | $455.0K | 0.29% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,357 | $454.8K | 0.36% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,352 | $454.5K | 0.01% | −96−1.3% | Reduced |
| Blue Rock Wealth Management LLC | 7,280 | $451.0K | 0.29% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 7,272 | $449.5K | 0.28% | +1,008+16.1% | Added |
| Hantz Financial Services, Inc. | 7,261 | $449.0K | 0.01% | +714+10.9% | Added |
| Z3 Capital Partners, LLC | 7,230 | $446.9K | 0.11% | +30.0% | Added |
| Oslo Pensjonsforsikring AS | 7,220 | $446.3K | 0.07% | +7,220 | New |
| Fiduciary Group LLC | 7,181 | $443.9K | 0.04% | +99+1.4% | Added |
| Abacus Planning Group, Inc. | 7,174 | $443.5K | 0.06% | −82−1.1% | Reduced |
| MBM Wealth Consultants, LLC | 7,168 | $443.1K | 0.10% | +587+8.9% | Added |
| Forum Financial Management, LP | 7,148 | $441.9K | 0.01% | +423+6.3% | Added |
| Aigen Investment Management, LP | 7,143 | $441.6K | 0.11% | +7,143 | New |
| Sunbelt Securities, Inc. | 7,126 | $440.5K | 0.03% | +20+0.3% | Added |
| Wellspring Financial Advisors, LLC | 7,078 | $437.6K | 0.03% | +7,078 | New |
| Investors Research Corp | 7,067 | $436.9K | 0.08% | −133−1.8% | Reduced |
| Castle Rock Wealth Management, LLC | 6,930 | $435.0K | 0.09% | +45+0.7% | Added |
| PCM Encore, LLC | 7,029 | $434.6K | 0.09% | +384+5.8% | Added |
| Cornerstone Wealth Management, LLC | 7,025 | $434.3K | 0.02% | −291−4.0% | Reduced |
| Journey Strategic Wealth LLC | 6,997 | $432.5K | 0.01% | +199+2.9% | Added |
| Mutual Advisors, LLC | 6,982 | $431.6K | 0.01% | −819−10.5% | Reduced |
| Stokes Family Office, LLC | 6,954 | $429.9K | 0.04% | −49−0.7% | Reduced |
| Private Wealth Partners, LLC | 6,950 | $429.6K | 0.03% | −250−3.5% | Reduced |
| 1st Source Bank | 6,947 | $429.5K | 0.02% | −420−5.7% | Reduced |
| Salem Investment Counselors Inc | 6,942 | $429.2K | 0.01% | +730+11.8% | Added |
| Hamilton Wealth, LLC | 6,929 | $428.4K | 0.08% | −7,701−52.6% | Reduced |
| Panagora Asset Management Inc | 6,929 | $428.4K | 0.00% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 6,926 | $428.1K | 0.34% | −52−0.7% | Reduced |
| New Republic Capital, LLC | 6,921 | $427.8K | 0.14% | +1,243+21.9% | Added |
| EverSource Wealth Advisors, LLC | 6,890 | $425.9K | 0.01% | +438+6.8% | Added |
| 111 Capital | 6,866 | $424.5K | 0.10% | +6,866 | New |
| Leavell Investment Management, Inc. | 6,823 | $421.8K | 0.02% | −518−7.1% | Reduced |
| Balboa Wealth Partners | 6,821 | $421.7K | 0.07% | +1,173+20.8% | Added |
| CAPROCK Group, Inc. | 6,788 | $419.7K | 0.01% | −2,981−30.5% | Reduced |
| Citizens Financial Group Inc | 6,764 | $418.1K | 0.01% | −1,524−18.4% | Reduced |
| SRS Capital Advisors, Inc. | 6,759 | $418.0K | 0.01% | −14,997−68.9% | Reduced |
| SBI Securities Co., Ltd. | 6,758 | $417.8K | 0.01% | −1,826−21.3% | Reduced |
| SevenBridge Financial Group, LLC | 6,827 | $416.1K | 0.07% | +133+2.0% | Added |
| Centurion Wealth Management LLC | 6,681 | $413.0K | 0.09% | −129−1.9% | Reduced |
| Cornerstone Advisory, LLC | 6,677 | $412.8K | 0.04% | +105+1.6% | Added |
| Capital Analysts, LLC | 6,623 | $410.0K | 0.01% | −28−0.4% | Reduced |
| Thrive Capital Management, LLC | 6,618 | $409.1K | 0.09% | +72+1.1% | Added |
| NorthRock Partners, LLC | 6,582 | $406.9K | 0.01% | +1,075+19.5% | Added |
| Busey Wealth Management | 6,563 | $405.7K | 0.01% | 00.0% | Unchanged |
| OLIO Financial Planning | 6,560 | $405.5K | 0.11% | +19+0.3% | Added |
| Outfitter Financial LLC | 6,555 | $405.2K | 0.31% | −960−12.8% | Reduced |
| Change Path, LLC | 6,554 | $405.2K | 0.01% | −237−3.5% | Reduced |
| Alpha Family Trust | 6,540 | $404.3K | 0.20% | 00.0% | Unchanged |
| Winton Group Ltd | 6,531 | $403.7K | 0.01% | +6,531 | New |
| Walker Asset Management, LLC | 6,480 | $400.6K | 0.22% | +68+1.1% | Added |
| RFG Advisory, LLC | 6,439 | $398.1K | 0.01% | +227+3.7% | Added |
| Xcel Wealth Management, LLC | 6,417 | $396.7K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 6,411 | $396.4K | 0.04% | −1,077−14.4% | Reduced |
| Hudock, Inc. | 6,409 | $396.3K | 0.06% | +200+3.2% | Added |
| Aprio Wealth Management, LLC | 6,406 | $396.0K | 0.02% | −104−1.6% | Reduced |
| Pallas Capital Advisors LLC | 6,401 | $395.7K | 0.01% | −4,581−41.7% | Reduced |
| Smith Group Asset Management, LLC | 6,400 | $395.6K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,369 | $393.8K | 0.00% | −26−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,348 | $392.4K | 0.02% | −3,080−32.7% | Reduced |
| Firethorn Wealth Partners, LLC | 6,313 | $390.3K | 0.14% | +152+2.5% | Added |
| Quotient Wealth Partners, LLC | 6,292 | $389.0K | 0.01% | +71+1.1% | Added |
| Greatmark Investment Partners, Inc. | 6,289 | $388.8K | 0.05% | +854+15.7% | Added |
| Kovack Advisors, Inc. | 6,249 | $387.8K | 0.02% | +473+8.2% | Added |
| Ancora Advisors, LLC | 6,270 | $387.6K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 6,253 | $386.6K | 0.03% | +2,266+56.8% | Added |
| Montag A & Associates Inc | 6,245 | $386.1K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6,238 | $385.6K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,238 | $385.6K | 0.00% | −4,828−43.6% | Reduced |
| Johnson Investment Counsel Inc | 6,186 | $382.4K | 0.00% | −132−2.1% | Reduced |
| Optas, LLC | 6,182 | $382.2K | 0.06% | +6,182 | New |
| Frec Markets, Inc. | 6,174 | $381.7K | 0.06% | +2,394+63.3% | Added |
| Sheets Smith Wealth Management | 6,150 | $380.2K | 0.04% | +606+10.9% | Added |
| MEMBERS Trust Co | 6,142 | $379.7K | 0.01% | −19−0.3% | Reduced |
| AlphaGrep UK Ltd | 6,133 | $379.1K | 0.11% | +194+3.3% | Added |
| Sovran Advisors, LLC | 5,855 | $377.7K | 0.03% | −1,002−14.6% | Reduced |
| Tandem Investment Partners LLC | 6,101 | $377.2K | 0.32% | +40+0.7% | Added |
| Brown Miller Wealth Management, LLC | 6,085 | $376.2K | 0.11% | +291+5.0% | Added |
| Curat Global, LLC | 6,065 | $374.9K | 0.37% | 00.0% | Unchanged |
| Cypress Capital Group | 6,053 | $374.2K | 0.04% | +38+0.6% | Added |