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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 3,392 | $231.6K | 0.01% | +3,392 | New |
| Flow Traders U.S. LLC | 3,392 | $232.0K | 0.01% | +3,392 | New |
| Boston Private Wealth LLC | 3,405 | $232.5K | 0.01% | −364−9.7% | Reduced |
| Readystate Asset Management LP | 3,407 | $232.7K | 0.01% | +3,407 | New |
| William B. Walkup & Associates, Inc. | 3,408 | $232.7K | 0.11% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 3,409 | $232.8K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,412 | $233.0K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,412 | $233.0K | 0.03% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 3,413 | $233.1K | 0.03% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,414 | $233.1K | 0.07% | −232−6.4% | Reduced |
| David J Yvars Group | 3,417 | $233.3K | 0.11% | +2+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 3,433 | $234.4K | 0.02% | +3,433 | New |
| Retirement Planning Group | 3,436 | $234.6K | 0.01% | +3,436 | New |
| GeoWealth Management, LLC | 3,449 | $235.5K | 0.01% | +114+3.4% | Added |
| Athena Investment Management | 3,457 | $236.1K | 0.14% | −523−13.1% | Reduced |
| Gateway Investment Advisers LLC | 3,460 | $236.3K | 0.00% | −1,593−31.5% | Reduced |
| Alta Advisers Ltd | 3,461 | $236.4K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,493 | $238.6K | 0.01% | +2+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,497 | $238.8K | 0.03% | +17+0.5% | Added |
| Mathes Company, Inc. | 3,500 | $239.0K | 0.07% | 00.0% | Unchanged |
| Capital Management Corp | 3,500 | $239.0K | 0.04% | −1,000−22.2% | Reduced |
| Viking Fund Management LLC | 3,500 | $239.0K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 3,501 | $239.1K | 0.02% | +3,501 | New |
| Sound Income Strategies, LLC | 3,524 | $240.6K | 0.01% | +164+4.9% | Added |
| Colonial Trust Co | 3,538 | $241.6K | 0.03% | −120−3.3% | Reduced |
| MTM Investment Management, LLC | 3,540 | $241.7K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,546 | $242.2K | 0.02% | +77+2.2% | Added |
| Meadowbrook Wealth Management, LLC | 3,600 | $244.0K | 0.26% | −1,050−22.6% | Reduced |
| MidAtlantic Capital Management, Inc. | 3,585 | $244.8K | 0.15% | +7+0.2% | Added |
| Private Trust Co NA | 3,592 | $245.3K | 0.02% | −398−10.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,600 | $245.8K | 0.17% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,605 | $246.2K | 0.01% | +3,605 | New |
| M.E. Allison & Co., Inc. | 3,630 | $247.9K | 0.14% | −43−1.2% | Reduced |
| Searle & Co. | 3,631 | $248.0K | 0.06% | +3,631 | New |
| Allegiance Financial Group Advisory Services LLC | 3,634 | $248.1K | 0.04% | +3,634 | New |
| Howard Capital Management Group, LLC | 3,635 | $248.2K | 0.02% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,637 | $248.4K | 0.04% | +107+3.0% | Added |
| Richardson Financial Services Inc. | 3,640 | $248.6K | 0.14% | 00.0% | Unchanged |
| Morton Community Bank | 3,640 | $248.6K | 0.05% | −925−20.3% | Reduced |
| Tower Bridge Advisors | 3,644 | $248.8K | 0.02% | +140+4.0% | Added |
| AlphaGrep UK Ltd | 3,647 | $249.1K | 0.08% | −2,486−40.5% | Reduced |
| Farmers National Bank | 3,650 | $249.3K | 0.05% | 00.0% | Unchanged |
| Decision Investments, Inc | 3,656 | $249.7K | 0.23% | −18−0.5% | Reduced |
| MJP Associates Inc | 3,665 | $250.3K | 0.03% | +46+1.3% | Added |
| Granite Bay Wealth Management, LLC | 3,674 | $251.0K | 0.02% | +3,674 | New |
| Federated Hermes, Inc. | 3,676 | $251.0K | 0.00% | −10,045−73.2% | Reduced |
| Smith Thornton Advisors LLC | 3,573 | $253.0K | 0.11% | +60+1.7% | Added |
| GTS Securities LLC | 3,709 | $253.3K | 0.01% | −9,356−71.6% | Reduced |
| Hall Capital Management Co Inc | 3,758 | $256.6K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,767 | $257.0K | 0.13% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,767 | $257.3K | 0.02% | −97−2.5% | Reduced |
| Strategic Investment Advisors | 3,783 | $258.3K | 0.02% | +173+4.8% | Added |
| Palisade Asset Management, LLC | 3,792 | $259.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,802 | $259.6K | 0.00% | +3,802 | New |
| UMA Financial Services, Inc. | 3,804 | $259.8K | 0.03% | +82+2.2% | Added |
| S&A Financial Services, Inc. | 3,829 | $261.5K | 0.16% | −369−8.8% | Reduced |
| Pines Wealth Management, LLC | 3,844 | $262.5K | 0.08% | −1,900−33.1% | Reduced |
| North Star Investment Management Corp. | 3,852 | $263.1K | 0.01% | +15+0.4% | Added |
| Armstrong, Fleming & Moore, Inc | 3,859 | $263.5K | 0.09% | +9+0.2% | Added |
| Modern Wealth Management, LLC | 3,864 | $263.9K | 0.00% | +3,864 | New |
| Welch & Forbes LLC | 3,870 | $264.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,873 | $264.5K | 0.00% | −8,732−69.3% | Reduced |
| Ifrah Financial Services, Inc. | 3,873 | $264.5K | 0.06% | −26−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,886 | $265.3K | 0.01% | −3,004−43.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,885 | $265.3K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,891 | $265.7K | 0.01% | −401−9.3% | Reduced |
| AdvisorNet Financial, Inc | 3,908 | $266.8K | 0.01% | +30+0.8% | Added |
| Traphagen Investment Advisors LLC | 3,912 | $267.1K | 0.02% | +3,912 | New |
| Fonville Wealth Management LLC | 3,919 | $267.6K | 0.04% | +13+0.3% | Added |
| Genesis Private Wealth, LLC | 3,922 | $267.8K | 0.08% | +244+6.6% | Added |
| Old Port Advisors | 3,924 | $268.0K | 0.05% | +376+10.6% | Added |
| Drive Wealth Management, LLC | 3,924 | $268.0K | 0.05% | +217+5.9% | Added |
| Tompkins Financial Corp | 3,970 | $271.1K | 0.02% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 3,973 | $271.3K | 0.05% | −2,956−42.7% | Reduced |
| BLB&B Advisors, LLC | 3,974 | $271.4K | 0.01% | −163−3.9% | Reduced |
| Heritage Wealth Management, Inc. | 3,975 | $271.5K | 0.07% | −39−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,982 | $271.9K | 0.01% | −110−2.7% | Reduced |
| Sapient Capital LLC | 3,983 | $272.0K | 0.00% | −5,496−58.0% | Reduced |
| WealthPoint Financial, LLC | 3,984 | $272.1K | 0.20% | +485+13.9% | Added |
| Harvest Management LLC | 4,000 | $273.2K | 0.12% | +4,000 | New |
| Rithm Capital Corp. | 4,000 | $273.2K | 0.34% | +4,000 | New |
| Herold Advisors, Inc. | 4,023 | $274.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,037 | $275.7K | 0.01% | −144−3.4% | Reduced |
| First United Bank Trust | 4,054 | $276.8K | 0.08% | −59−1.4% | Reduced |
| Violich Capital Management, Inc. | 4,055 | $276.9K | 0.03% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,055 | $276.9K | 0.03% | +4,055 | New |
| Park National Corp | 4,057 | $277.1K | 0.01% | −398−8.9% | Reduced |
| Boltwood Capital Management | 4,065 | $277.6K | 0.06% | −85−2.0% | Reduced |
| Morningstar Investment Management LLC | 4,492 | $277.7K | 0.02% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 4,078 | $278.0K | 0.11% | +139+3.5% | Added |
| Evolution Advisers, Inc. | 4,084 | $278.0K | 0.10% | +2,117+107.6% | Added |
| Pinnacle West Asset Management, Inc. | 4,100 | $280.0K | 0.19% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,132 | $282.2K | 0.02% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 4,150 | $283.4K | 0.06% | +4,150 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,163 | $284.3K | 0.01% | +382+10.1% | Added |
| Heartwood Wealth Advisors LLC | 4,169 | $284.7K | 0.02% | +800+23.7% | Added |
| Cahaba Wealth Management, Inc. | 4,177 | $285.2K | 0.02% | −300−6.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,184 | $285.7K | 0.11% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,193 | $286.3K | 0.05% | −36−0.9% | Reduced |
| Fourth Dimension Wealth, LLC | 4,203 | $287.0K | 0.09% | −193−4.4% | Reduced |