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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 647 | $44.2K | 0.00% | +378+140.5% | Added |
| Capital Advisors, Ltd. LLC | 666 | $45.0K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 665 | $45.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 681 | $46.5K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 694 | $47.4K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $47.8K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 700 | $47.8K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 700 | $47.8K | 0.00% | +333+90.7% | Added |
| Meramec Financial Planners, LLC | 681 | $47.9K | 0.02% | +676+13,520.0% | Added |
| CNB Bank | 715 | $48.8K | 0.02% | −149−17.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 718 | $49.0K | 0.03% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 724 | $49.4K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 725 | $49.5K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 736 | $50.3K | 0.01% | +173+30.7% | Added |
| Westside Investment Management, Inc. | 745 | $50.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 760 | $51.9K | 0.01% | +400+111.1% | Added |
| Archer Investment Corp | 764 | $52.2K | 0.01% | +2+0.3% | Added |
| Leonteq Securities AG | 780 | $53.3K | 0.00% | −3,066−79.7% | Reduced |
| N.E.W. Advisory Services LLC | 799 | $54.6K | 0.00% | −24−2.9% | Reduced |
| MV Capital Management, Inc. | 803 | $54.8K | 0.00% | +40+5.2% | Added |
| Addison Advisors LLC | 814 | $55.6K | 0.03% | −346−29.8% | Reduced |
| Hilltop National Bank | 823 | $56.2K | 0.01% | +100+13.8% | Added |
| Kingdom Financial Group LLC. | 842 | $57.5K | 0.01% | +842 | New |
| JPL Wealth Management, LLC | 844 | $57.6K | 0.01% | +67+8.6% | Added |
| Webster Bank, N. A. | 846 | $57.8K | 0.01% | −200−19.1% | Reduced |
| Golden State Equity Partners | 851 | $58.1K | 0.16% | −1,948−69.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 900 | $61.5K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $63.0K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 924 | $63.1K | 0.05% | +37+4.2% | Added |
| Leo H. Evart, Inc. | 928 | $63.3K | 0.05% | −255−21.6% | Reduced |
| Regatta Research & Money Management | 943 | $64.3K | 0.06% | +943 | New |
| Financial Management Professionals, Inc. | 950 | $64.9K | 0.01% | −50−5.0% | Reduced |
| Kerr Financial Planning Corp | 954 | $65.1K | 0.07% | +757+384.3% | Added |
| Coastline Trust Co | 972 | $66.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 973 | $66.4K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 978 | $66.8K | 0.01% | +32+3.4% | Added |
| Atwood & Palmer Inc | 1,000 | $68.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,002 | $68.5K | 0.01% | −191−16.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1,004 | $68.5K | 0.01% | −143−12.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,040 | $71.0K | 0.02% | −31−2.9% | Reduced |
| Bangor Savings Bank | 1,061 | $72.5K | 0.01% | −3−0.3% | Reduced |
| NBH Bank | 1,092 | $74.6K | 0.03% | +1,092 | New |
| Owl Creek Wealth Partners LLC | 1,099 | $75.1K | 0.02% | +30+2.8% | Added |
| Trifecta Capital Advisors, LLC | 1,100 | $75.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,120 | $76.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,120 | $76.5K | 0.05% | −3−0.3% | Reduced |
| Millstone Evans Group, LLC | 1,142 | $78.0K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,162 | $79.4K | 0.00% | −567−32.8% | Reduced |
| BFSG, LLC | 1,176 | $80.3K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,184 | $81.0K | 0.00% | +112+10.4% | Added |
| Parvin Asset Management, LLC | 1,200 | $81.9K | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,207 | $82.4K | 0.02% | +367+43.7% | Added |
| Piscataqua Savings Bank | 1,237 | $84.5K | 0.06% | −280−18.5% | Reduced |
| PlanVest Financial, Inc | 1,240 | $84.7K | 0.06% | +4+0.3% | Added |
| Logan Capital Management Inc | 1,250 | $85.4K | 0.00% | +1,250 | New |
| Private Wealth Management Group, LLC | 1,252 | $85.5K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,271 | $86.8K | 0.00% | +12+1.0% | Added |
| Zions Bancorporation, National Association | 1,278 | $87.3K | 0.01% | +35+2.8% | Added |
| Walleye Capital LLC | 1,294 | $88.4K | 0.00% | −4,944−79.3% | Reduced |
| Planning Strategies Inc. | 1,336 | $91.2K | 0.06% | +1,336 | New |
| Montgomery Financial Services LLC | 1,350 | $92.2K | 0.08% | +1,350 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,364 | $93.1K | 0.00% | −1,100−44.6% | Reduced |
| LifeSteps Financial, Inc. | 1,364 | $93.1K | 0.04% | +1,364 | New |
| Valley National Advisers Inc | 1,384 | $94.5K | 0.01% | +40+3.0% | Added |
| Harbor Investment Advisory, LLC | 1,393 | $95.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,410 | $96.3K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,490 | $101.8K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $104.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,541 | $105.3K | 0.02% | −409−21.0% | Reduced |
| Optiver Holding B.V. | 1,548 | $105.7K | 0.00% | +1,149+288.0% | Added |
| Grove Bank & Trust | 1,579 | $107.8K | 0.01% | −137−8.0% | Reduced |
| Silvant Capital Management LLC | 1,591 | $108.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $109.3K | 0.03% | +560+53.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,623 | $110.9K | 0.04% | +37+2.3% | Added |
| Crewe Advisors LLC | 1,657 | $113.2K | 0.01% | +26+1.6% | Added |
| SHP Wealth Management | 1,659 | $113.3K | 0.01% | +39+2.4% | Added |
| Burkett Financial Services, LLC | 1,663 | $113.6K | 0.04% | −1,749−51.3% | Reduced |
| Union Savings Bank | 1,679 | $114.7K | 0.05% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,691 | $115.5K | 0.00% | +61+3.7% | Added |
| Alpine Bank Wealth Management | 1,692 | $115.5K | 0.01% | +1,692 | New |
| Independence Bank of Kentucky | 1,701 | $116.2K | 0.01% | −225−11.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,737 | $118.6K | 0.01% | +712+69.5% | Added |
| Clear Street Markets LLC | 1,740 | $118.8K | 0.02% | +1,600+1,142.9% | Added |
| Fairway Wealth LLC | 1,750 | $119.5K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,755 | $119.8K | 0.03% | +1,755 | New |
| Financial Gravity Companies, Inc. | 1,757 | $120.0K | 0.02% | +1,757 | New |
| City State Bank | 1,806 | $123.3K | 0.03% | 00.0% | Unchanged |
| GGM Financials LLC | 1,852 | $126.4K | 0.05% | +18+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,920 | $131.1K | 0.01% | +342+21.7% | Added |
| Tradewinds Capital Management, LLC | 1,982 | $135.3K | 0.02% | +19+1.0% | Added |
| Financial Consulate, Inc | 1,996 | $136.3K | 0.02% | +29+1.5% | Added |
| First Financial Corp | 2,000 | $136.6K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,038 | $139.2K | 0.02% | +1,076+111.9% | Added |
| First National Bank | 2,042 | $139.4K | 0.06% | +2,042 | New |
| TD Private Client Wealth LLC | 2,066 | $141.1K | 0.00% | −21,604−91.3% | Reduced |
| Avalon Trust Co | 2,080 | $142.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 2,099 | $143.0K | 0.07% | +10+0.5% | Added |
| Sittner & Nelson, LLC | 2,107 | $143.9K | 0.05% | +9+0.4% | Added |
| Ankerstar Wealth, LLC | 2,110 | $144.2K | 0.12% | +15+0.7% | Added |
| Asset Planning,Inc | 2,142 | $146.3K | 0.09% | +3+0.1% | Added |