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 |
|---|---|---|---|---|---|
| Investment Research Partners LLC | 4,223 | $288.4K | 0.10% | +644+18.0% | Added |
| Goldstein Advisors, LLC | 4,244 | $289.8K | 0.03% | +823+24.1% | Added |
| King Luther Capital Management Corp | 4,249 | $290.2K | 0.00% | −70−1.6% | Reduced |
| Sterling Investment Counsel, LLC | 4,259 | $290.8K | 0.07% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 4,268 | $291.4K | 0.03% | +262+6.5% | Added |
| Trust Point Inc. | 4,285 | $292.6K | 0.02% | −465−9.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,285 | $292.6K | 0.16% | −100−2.3% | Reduced |
| PDS Planning, Inc | 4,294 | $293.2K | 0.02% | +37+0.9% | Added |
| Evolve Private Wealth, LLC | 4,295 | $293.3K | 0.02% | −220−4.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,224 | $293.3K | 0.01% | +4,224 | New |
| Camden National Bank | 4,297 | $293.4K | 0.04% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,250 | $294.0K | 0.06% | −1,363−24.3% | Reduced |
| Mint Tower Capital Management B.V. | 4,311 | $294.0K | 0.03% | +4,311 | New |
| Mission Wealth Management, LP | 4,313 | $294.6K | 0.00% | +4,313 | New |
| Second Half Financial Partners, LLC | 4,320 | $295.0K | 0.12% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,332 | $295.9K | 0.08% | −181−4.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,340 | $296.4K | 0.14% | +28+0.6% | Added |
| Werba Rubin Papier Wealth Management | 4,344 | $296.7K | 0.04% | +4,344 | New |
| D.B. Root & Company, LLC | 4,369 | $298.3K | 0.06% | +152+3.6% | Added |
| Essex Savings Bank | 4,369 | $298.4K | 0.06% | −22−0.5% | Reduced |
| Alpine Global Management, LLC | 4,402 | $300.6K | 0.05% | +4,402 | New |
| Flynn Zito Capital Management, LLC | 4,407 | $300.9K | 0.08% | +30+0.7% | Added |
| Shelton Capital Management | 4,441 | $303.3K | 0.01% | −260−5.5% | Reduced |
| Aspect Partners, LLC | 4,476 | $305.7K | 0.11% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 4,499 | $307.2K | 0.13% | −261−5.5% | Reduced |
| Investment Planning Advisors, Inc. | 4,499 | $307.2K | 0.07% | +4,499 | New |
| Altrius Capital Management Inc | 4,507 | $307.8K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,530 | $309.3K | 0.08% | −241−5.1% | Reduced |
| Norris Financial Group, LLC | 4,530 | $309.4K | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,543 | $310.2K | 0.01% | +570+14.3% | Added |
| BIP Wealth, LLC | 4,545 | $310.4K | 0.01% | −4,403−49.2% | Reduced |
| one8zero8, LLC | 4,559 | $311.3K | 0.06% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,568 | $311.9K | 0.13% | +800+21.2% | Added |
| Legacy Financial Advisors, Inc. | 4,577 | $312.6K | 0.04% | −4,541−49.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,648 | $317.4K | 0.02% | +184+4.1% | Added |
| Sowell Financial Services LLC | 4,650 | $317.5K | 0.01% | +17+0.4% | Added |
| Headinvest, LLC | 4,652 | $317.7K | 0.06% | −251−5.1% | Reduced |
| Whittier Trust Co | 4,610 | $319.3K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,679 | $319.5K | 0.06% | −320−6.4% | Reduced |
| Soltis Investment Advisors LLC | 4,698 | $320.9K | 0.02% | +722+18.2% | Added |
| Pursuit Wealth Strategies, LLC | 4,704 | $321.3K | 0.42% | −286−5.7% | Reduced |
| Arvest Bank Trust Division | 4,712 | $321.8K | 0.02% | +410+9.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,724 | $322.6K | 0.02% | −10.0% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $322.9K | 0.18% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,730 | $323.0K | 0.09% | −460−8.9% | Reduced |
| Meridian Financial, LLC | 4,735 | $323.4K | 0.16% | +37+0.8% | Added |
| Bank & Trust Co | 4,794 | $327.4K | 0.21% | +971+25.4% | Added |
| Citizens National Bank Trust Department | 4,798 | $327.7K | 0.05% | −175−3.5% | Reduced |
| Aaron Wealth Advisors | 4,802 | $327.9K | 0.02% | +4,802 | New |
| Gillespie Robinson & Grimm Inc | 4,804 | $328.1K | 0.02% | +4,804 | New |
| Three Bearings Fiduciary Advisors, Inc. | 4,804 | $328.1K | 0.29% | +36+0.8% | Added |
| Rench Wealth Management, Inc. | 4,805 | $328.1K | 0.09% | −367−7.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,811 | $328.5K | 0.02% | +358+8.0% | Added |
| Great Valley Advisor Group, Inc. | 4,814 | $328.9K | 0.01% | −796−14.2% | Reduced |
| First Citizens Bank & Trust Co | 4,823 | $329.4K | 0.00% | +916+23.4% | Added |
| First Bank & Trust | 4,827 | $329.6K | 0.05% | +295+6.5% | Added |
| Lantern Wealth Advisors, LLC | 4,850 | $331.2K | 0.15% | +400+9.0% | Added |
| Campion Asset Management LLC | 4,851 | $331.3K | 0.20% | +235+5.1% | Added |
| Versant Capital Management, Inc | 4,867 | $332.4K | 0.03% | +1,157+31.2% | Added |
| Mechanics Bank Trust Department | 4,885 | $333.6K | 0.04% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,942 | $337.5K | 0.12% | +367+8.0% | Added |
| Compass Ion Advisors, LLC | 4,972 | $339.6K | 0.03% | −184−3.6% | Reduced |
| TIAA Wealth Investment Management LLC | 4,973 | $340.3K | 0.00% | +612+14.0% | Added |
| Longview Financial Advisors, Inc. | 4,996 | $341.2K | 0.20% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,019 | $342.7K | 0.03% | −498−9.0% | Reduced |
| Thomasville National Bank | 5,021 | $342.9K | 0.02% | +5,021 | New |
| L2 Asset Management, LLC | 5,022 | $343.0K | 0.04% | +411+8.9% | Added |
| Manske Wealth Management | 5,034 | $343.8K | 0.09% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 5,070 | $346.3K | 0.05% | −163−3.1% | Reduced |
| Schmidt P J Investment Management Inc | 5,084 | $347.2K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 5,094 | $347.8K | 0.03% | +601+13.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,105 | $348.6K | 0.04% | +491+10.6% | Added |
| D'Orazio & Associates, Inc. | 5,110 | $348.9K | 0.04% | 00.0% | Unchanged |
| Fruth Investment Management | 5,124 | $349.0K | 0.08% | −217−4.1% | Reduced |
| HF Advisory Group, LLC | 5,127 | $350.2K | 0.11% | +21+0.4% | Added |
| Oakmont Investment Advisors, Inc. | 5,162 | $352.5K | 0.24% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 5,162 | $352.5K | 0.11% | +5,162 | New |
| Wealth Alliance | 5,164 | $352.7K | 0.03% | −1,247−19.5% | Reduced |
| Allegheny Financial Group LTD | 5,169 | $353.0K | 0.04% | +4+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 5,181 | $353.8K | 0.02% | −1,072−17.1% | Reduced |
| Independent Financial Group, LLC | 5,222 | $356.6K | 0.01% | +386+8.0% | Added |
| Diversified Enterprises, LLC | 5,255 | $358.9K | 0.02% | −300−5.4% | Reduced |
| Centurion Wealth Management LLC | 5,258 | $359.1K | 0.09% | −1,423−21.3% | Reduced |
| Linscomb & Williams, Inc. | 5,288 | $361.1K | 0.02% | −138−2.5% | Reduced |
| Commonwealth Financial Services, LLC | 5,311 | $362.7K | 0.05% | +1,893+55.4% | Added |
| StoneX Group Inc. | 5,324 | $362.9K | 0.01% | +1,651+44.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,329 | $363.9K | 0.14% | −111−2.0% | Reduced |
| FCG Investment Co | 5,332 | $364.1K | 0.13% | +1,866+53.8% | Added |
| Junk Investment Group, LLC | 5,338 | $364.5K | 0.16% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,346 | $365.1K | 0.00% | −10−0.2% | Reduced |
| Bellars Harris Wealth Management, LLC | 5,371 | $366.8K | 0.07% | +5,371 | New |
| RFG - Bristol Wealth Advisors, LLC | 5,374 | $367.0K | 0.09% | −66−1.2% | Reduced |
| Ritholtz Wealth Management | 5,386 | $367.8K | 0.01% | −73−1.3% | Reduced |
| Cypress Point Wealth Management, LLC | 5,389 | $368.0K | 0.07% | +5,389 | New |
| Scotia Capital Inc. | 5,407 | $369.3K | 0.00% | −8,999−62.5% | Reduced |
| LCNB Corp | 5,431 | $370.9K | 0.11% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,435 | $371.2K | 0.08% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,468 | $373.4K | 0.02% | +229+4.4% | Added |
| Aviance Capital Partners, LLC | 5,477 | $374.0K | 0.04% | −58−1.0% | Reduced |
| International Private Wealth Advisors LLC | 5,505 | $376.0K | 0.19% | −1,767−24.3% | Reduced |