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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 2,156 | $147.2K | 0.01% | +9+0.4% | Added |
| Larson Financial Group LLC | 2,178 | $148.7K | 0.00% | −979−31.0% | Reduced |
| BNP Paribas | 2,200 | $149.9K | 0.00% | −500−18.5% | Reduced |
| Costello Asset Management, INC | 2,200 | $150.2K | 0.05% | +1,600+266.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,221 | $151.0K | 0.04% | +396+21.7% | Added |
| Crews Bank & Trust | 2,257 | $154.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,360 | $161.0K | 0.00% | +99+4.4% | Added |
| Washington Trust Advisors, Inc. | 2,361 | $161.2K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 2,394 | $163.5K | 0.09% | +47+2.0% | Added |
| American Capital Advisory, LLC | 2,435 | $166.3K | 0.06% | +226+10.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 2,500 | $170.7K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,503 | $170.9K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,544 | $173.7K | 0.02% | −82−3.1% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 2,665 | $182.0K | 0.22% | +2,665 | New |
| Cromwell Holdings LLC | 2,684 | $183.3K | 0.08% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,731 | $186.5K | 0.11% | +18+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,733 | $186.6K | 0.00% | +33+1.2% | Added |
| Quent Capital, LLC | 2,770 | $189.2K | 0.01% | +406+17.2% | Added |
| Duncker Streett & Co Inc | 2,812 | $192.0K | 0.03% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,825 | $192.9K | 0.04% | −39−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,825 | $192.9K | 0.02% | +46+1.7% | Added |
| Providence Capital Advisors, LLC | 2,839 | $193.9K | 0.03% | +2,839 | New |
| BKM Wealth Management, LLC | 2,900 | $198.0K | 0.07% | +2,900 | New |
| Aspiriant, LLC | 2,930 | $200.1K | 0.00% | +2,930 | New |
| Founders Financial Securities LLC | 2,931 | $200.2K | 0.01% | +2,931 | New |
| Newman Dignan & Sheerar, Inc. | 2,935 | $200.4K | 0.04% | +2,935 | New |
| Washington Trust Co | 2,949 | $201.4K | 0.01% | +2,949 | New |
| Norden Group LLC | 2,954 | $201.7K | 0.02% | +2,954 | New |
| Carolina Wealth Management Inc | 2,954 | $201.7K | 0.09% | +2,954 | New |
| RB Capital Management, LLC | 2,961 | $202.2K | 0.04% | +2,961 | New |
| Widmann Financial Services, Inc. | 2,961 | $202.2K | 0.11% | −400−11.9% | Reduced |
| Partners in Financial Planning | 2,973 | $203.0K | 0.03% | +2,973 | New |
| Steigerwald, Gordon & Koch Inc. | 2,978 | $203.3K | 0.02% | +5+0.2% | Added |
| WealthTrust Axiom LLC | 2,979 | $203.5K | 0.05% | +2,979 | New |
| E Fund Management Co., Ltd. | 2,982 | $203.6K | 0.00% | +2,982 | New |
| Flputnam Investment Management Co | 2,984 | $203.8K | 0.00% | +2,984 | New |
| Cascades Capital Asset Management, LLC | 2,990 | $204.2K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,991 | $204.3K | 0.01% | +2,991 | New |
| Mechanics Financial Corp | 3,000 | $204.9K | 0.07% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,016 | $206.0K | 0.01% | +3,016 | New |
| Win Advisors, Inc | 3,020 | $206.2K | 0.07% | +3,020 | New |
| Moss Adams Wealth Advisors LLC | 3,029 | $206.8K | 0.01% | +3,029 | New |
| Fiducient Advisors LLC | 3,032 | $207.1K | 0.03% | +3,032 | New |
| Dudley Capital Management, LLC | 3,047 | $208.1K | 0.08% | −198−6.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,050 | $208.3K | 0.04% | +3,050 | New |
| Waterloo Capital, L.P. | 3,050 | $208.3K | 0.01% | +3,050 | New |
| Orleans Capital Management Corp | 3,053 | $208.5K | 0.11% | +3,053 | New |
| IFC Advisors LLC | 3,065 | $209.3K | 0.03% | +3,065 | New |
| Entrust Financial LLC | 3,074 | $209.9K | 0.14% | +16+0.5% | Added |
| NorthStar Asset Management LLC | 3,103 | $211.9K | 0.09% | +3,103 | New |
| Stonekeep Investments, LLC | 3,101 | $212.0K | 0.12% | +3,101 | New |
| MBL Wealth, LLC | 3,109 | $212.3K | 0.01% | +3,109 | New |
| Deseret Mutual Benefit Administrators | 3,113 | $212.6K | 0.07% | −270−8.0% | Reduced |
| Optas, LLC | 3,113 | $212.6K | 0.03% | −3,069−49.6% | Reduced |
| Family Legacy Financial Solutions, LLC | 3,120 | $213.1K | 0.13% | −11,764−79.0% | Reduced |
| AlTi Global, Inc. | 3,126 | $213.5K | 0.00% | +3,126 | New |
| Univest Financial Corp | 3,154 | $215.4K | 0.01% | +3,154 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $215.5K | 0.00% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,163 | $216.0K | 0.07% | −264−7.7% | Reduced |
| Summit Asset Management, LLC | 3,189 | $217.8K | 0.03% | +3,189 | New |
| Plancorp, LLC | 3,079 | $218.0K | 0.01% | +3,079 | New |
| Envestnet Portfolio Solutions, Inc. | 3,192 | $218.0K | 0.00% | −561−14.9% | Reduced |
| Chase Investment Counsel Corp | 3,200 | $218.0K | 0.05% | +3,200 | New |
| Longboard Asset Management, LP | 3,196 | $218.3K | 3.66% | +3,196 | New |
| Integras Partners LLC | 3,199 | $218.5K | 0.12% | +3,199 | New |
| Flagstone Financial Management | 3,200 | $218.5K | 0.05% | +3,200 | New |
| Rosenberg Matthew Hamilton | 3,208 | $219.1K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,210 | $219.2K | 0.01% | −3,191−49.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,226 | $220.3K | 0.03% | +121+3.9% | Added |
| Capital Performance Advisors LLP | 3,237 | $221.0K | 0.01% | −1,180−26.7% | Reduced |
| Naples Global Advisors, LLC | 3,244 | $221.5K | 0.01% | +4+0.1% | Added |
| MBA Advisors LLC | 3,256 | $222.4K | 0.08% | −124−3.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,256 | $222.4K | 0.01% | −107−3.2% | Reduced |
| Front Row Advisors LLC | 3,266 | $222.4K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,258 | $222.5K | 0.06% | +3,258 | New |
| Marotta Asset Management | 3,288 | $222.9K | 0.04% | −9−0.3% | Reduced |
| Farringdon Capital, Ltd. | 3,265 | $223.0K | 0.11% | +3,265 | New |
| M&G Plc | 3,293 | $223.9K | 0.00% | 00.0% | Unchanged |
| Ballast, Inc. | 3,279 | $223.9K | 0.04% | −194−5.6% | Reduced |
| Lafayette Investments, Inc. | 3,281 | $224.1K | 0.04% | 00.0% | Unchanged |
| Eddie Patel Inc | 3,289 | $224.6K | 0.13% | +3,289 | New |
| Colonial Trust Advisors | 3,290 | $224.7K | 0.02% | −381−10.4% | Reduced |
| Purkiss Capital Advisors LLC | 3,290 | $224.7K | 0.09% | +3,290 | New |
| Hunter Associates Investment Management LLC | 3,272 | $225.0K | 0.03% | 00.0% | Unchanged |
| Motco | 3,299 | $225.3K | 0.02% | +19+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 3,304 | $225.6K | 0.00% | −32−1.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,312 | $226.1K | 0.04% | +3,312 | New |
| Fiduciary Trust Co | 3,318 | $226.6K | 0.00% | +3,318 | New |
| Everpar Advisors LLC | 3,320 | $226.7K | 0.06% | +3,320 | New |
| Sterling Capital Management LLC | 3,328 | $227.3K | 0.00% | −115,860−97.2% | Reduced |
| RMB Capital Management, LLC | 3,350 | $228.8K | 0.00% | +91+2.8% | Added |
| North Point Portfolio Managers Corp | 3,350 | $228.8K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 3,352 | $228.9K | 0.02% | −88−2.6% | Reduced |
| Marex Group plc | 3,352 | $228.9K | 0.00% | +3,352 | New |
| AAFMAA Wealth Management & Trust LLC | 3,360 | $229.5K | 0.08% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,362 | $229.6K | 0.07% | −20−0.6% | Reduced |
| Bridges Investment Management Inc | 3,366 | $229.9K | 0.00% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,380 | $230.8K | 0.01% | +10+0.3% | Added |
| Berkshire Asset Management LLC | 3,387 | $231.3K | 0.01% | +3,387 | New |
| Prasad Wealth Partners, LLC | 3,392 | $231.6K | 0.06% | +33+1.0% | Added |