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, Q2 2026
Institutional positions in Dominion Energy, Inc as of Jun 30, 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
- 1,553
- +89 vs. Q1 2026
- Shares held
- 712.2M
- +16.1M (+2.3%) vs. Q1 2026
- Total value
- $48.6B
- +$5.60B (+13.0%) vs. Q1 2026
- New holders
- 195
- 588 more added
- Sold out
- 106
- 524 more reduced
23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 170 | $11.6K | 0.00% | +44+34.9% | Added |
| NVWM, LLC | 173 | $11.8K | 0.00% | +5+3.0% | Added |
| Lloyd Advisory Services, LLC. | 176 | $12.0K | 0.00% | +176 | New |
| Bell Investment Advisors, Inc | 184 | $12.6K | 0.00% | +8+4.5% | Added |
| Boreal Capital Management LLC | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $13.7K | 0.00% | −94−32.0% | Reduced |
| Cetera Trust Company, N.A | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 204 | $13.9K | 0.01% | +2+1.0% | Added |
| Rakuten Securities, Inc. | 206 | $14.1K | 0.00% | +8+4.0% | Added |
| Nemes Rush Group LLC | 209 | $14.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $14.3K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $14.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $14.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 221 | $15.1K | 0.00% | +221 | New |
| Ameriflex Group, Inc. | 222 | $15.2K | 0.01% | −176−44.2% | Reduced |
| Winch Advisory Services, LLC | 224 | $15.3K | 0.00% | +1+0.4% | Added |
| CBIZ Investment Advisory Services, LLC | 250 | $15.5K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 232 | $15.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 235 | $16.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 239 | $16.3K | 0.00% | +17+7.7% | Added |
| Dogwood Wealth Management LLC | 244 | $16.7K | 0.01% | +59+31.9% | Added |
| Legacy Bridge, LLC | 245 | $16.7K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 247 | $16.9K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 250 | $17.1K | 0.00% | +250 | New |
| Trust Co | 252 | $17.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 253 | $17.3K | 0.00% | +51+25.2% | Added |
| Cornerstone Financial Management LLC | 255 | $17.4K | 0.01% | +137+116.1% | Added |
| Evolution Wealth Management Inc. | 256 | $17.5K | 0.01% | −31−10.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 258 | $17.6K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 259 | $17.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 263 | $18.0K | 0.00% | +75+39.9% | Added |
| Morse Asset Management, Inc | 265 | $18.1K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $18.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 275 | $18.8K | 0.00% | −19−6.5% | Reduced |
| West Paces Advisors Inc. | 276 | $18.8K | 0.00% | +276 | New |
| Essential Partners LLC | 280 | $19.1K | 0.01% | −9,834−97.2% | Reduced |
| Miller Wealth Advisors, LLC | 280 | $19.1K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 285 | $19.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 286 | $19.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 287 | $19.6K | 0.01% | −26−8.3% | Reduced |
| Kroeger Financial Partners | 289 | $19.7K | 0.02% | +289 | New |
| Park Place Capital Corp | 293 | $20.0K | 0.00% | +133+83.1% | Added |
| Kings Path Partners LLC | 298 | $20.4K | 0.01% | +298 | New |
| ESL Trust Services, LLC | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 300 | $20.5K | 0.02% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 302 | $20.6K | 0.01% | +302 | New |
| Buck Wealth Strategies, LLC | 302 | $20.6K | 0.00% | +302 | New |
| Fortitude Family Office, LLC | 310 | $21.2K | 0.00% | +75+31.9% | Added |
| Joseph Group Capital Management | 316 | $21.6K | 0.00% | −52−14.1% | Reduced |
| Covestor Ltd | 325 | $22.0K | 0.01% | +17+5.5% | Added |
| Avion Wealth | 335 | $22.0K | 0.00% | +42+14.3% | Added |
| Country Trust Bank | 347 | $23.7K | 0.00% | +76+28.0% | Added |
| Sit Investment Associates Inc | 349 | $24.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 356 | $24.3K | 0.01% | −2,608−88.0% | Reduced |
| Creative Financial Designs Inc | 357 | $24.4K | 0.00% | +136+61.5% | Added |
| Wolff Wiese Magana LLC | 360 | $24.6K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 361 | $24.7K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 372 | $25.4K | 0.00% | −1,061−74.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 378 | $25.8K | 0.00% | −112−22.9% | Reduced |
| Stone House Investment Management, LLC | 385 | $26.3K | 0.00% | −208−35.1% | Reduced |
| Wilkerson Advisory Group LLC | 397 | $27.1K | 0.01% | +48+13.8% | Added |
| Dynamic Wealth Strategies, LLC | 402 | $27.5K | 0.01% | −24−5.6% | Reduced |
| Gladwyn Financial Advisors, Inc. | 408 | $27.9K | 0.02% | +4+1.0% | Added |
| JFS Wealth Advisors, LLC | 410 | $28.0K | 0.00% | −660−61.7% | Reduced |
| Access Investment Management LLC | 425 | $29.0K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 429 | $29.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 432 | $29.5K | 0.01% | +30+7.5% | Added |
| Frazier Financial Advisors, LLC | 457 | $31.2K | 0.02% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 460 | $31.4K | 0.02% | +460 | New |
| New Age Alpha Advisors, LLC | 465 | $31.8K | 0.00% | +465 | New |
| Horizon Financial Services, LLC | 468 | $32.0K | 0.01% | +120+34.5% | Added |
| TD Waterhouse Canada Inc. | 475 | $32.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 480 | $32.8K | 0.02% | +350+269.2% | Added |
| Ossiam | 483 | $33.0K | 0.00% | +47+10.8% | Added |
| Bare Financial Services, Inc | 483 | $33.0K | 0.01% | +60+14.2% | Added |
| Blueline Advisors LLC | 486 | $33.2K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 494 | $33.8K | 0.00% | +32+6.9% | Added |
| Roble, Belko & Company, Inc | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 500 | $34.1K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $34.1K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 500 | $34.1K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $34.1K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 500 | $34.1K | 0.00% | +160+47.1% | Added |
| Burnham & Co LLC | 500 | $34.1K | 0.03% | +500 | New |
| Community Bank, N.A. | 508 | $34.7K | 0.00% | +508 | New |
| Gen-Wealth Partners Inc | 511 | $34.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 517 | $35.3K | 0.00% | −185−26.4% | Reduced |
| VSM Wealth Advisory, LLC | 522 | $35.7K | 0.01% | +5+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 550 | $37.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $38.0K | 0.01% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 594 | $40.6K | 0.01% | +594 | New |
| Kimelman & Baird, LLC | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $41.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 605 | $41.3K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 611 | $41.7K | 0.00% | +611 | New |
| Cornerstone Planning Group LLC | 595 | $42.3K | 0.01% | +4+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 620 | $42.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 641 | $43.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 646 | $44.2K | 0.00% | −245−27.5% | Reduced |