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 |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 5,540 | $378.3K | 0.00% | +5,540 | New |
| Interchange Capital Partners, LLC | 5,554 | $379.3K | 0.07% | +815+17.2% | Added |
| Change Path, LLC | 5,572 | $380.5K | 0.01% | −982−15.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,574 | $380.6K | 0.02% | −57−1.0% | Reduced |
| Brown Miller Wealth Management, LLC | 5,578 | $380.9K | 0.10% | −507−8.3% | Reduced |
| ZWJ Investment Counsel Inc | 5,579 | $381.0K | 0.01% | +779+16.2% | Added |
| IFG Advisory, LLC | 5,597 | $382.2K | 0.01% | +5,597 | New |
| Bullock Wealth Management Group | 5,663 | $383.9K | 0.17% | +522+10.2% | Added |
| NorthRock Partners, LLC | 5,629 | $384.4K | 0.01% | −953−14.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,633 | $384.7K | 0.02% | +130+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,641 | $385.2K | 0.10% | −140−2.4% | Reduced |
| Stonebridge Financial Group, LLC | 5,654 | $386.1K | 0.26% | +81+1.5% | Added |
| Curat Global, LLC | 3,600 | $388.3K | 0.33% | −2,465−40.6% | Reduced |
| Excelsior Advisor Network LLC | 5,693 | $388.8K | 0.05% | +930+19.5% | Added |
| Salem Investment Counselors Inc | 5,702 | $389.4K | 0.01% | −1,240−17.9% | Reduced |
| SCS Capital Management LLC | 5,703 | $389.5K | 0.00% | +1,303+29.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,708 | $389.8K | 0.06% | −267−4.5% | Reduced |
| Avestar Capital, LLC | 5,712 | $390.1K | 0.02% | −225−3.8% | Reduced |
| United Bank | 5,714 | $390.2K | 0.05% | +620+12.2% | Added |
| Power Wealth Management LLC | 5,715 | $390.3K | 0.13% | +5,715 | New |
| Nilsine Partners, LLC | 5,725 | $391.0K | 0.03% | −43−0.7% | Reduced |
| Firethorn Wealth Partners, LLC | 5,744 | $392.2K | 0.13% | −569−9.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,757 | $393.1K | 0.02% | +157+2.8% | Added |
| Sequent Planning LLC | 5,764 | $393.7K | 0.08% | +122+2.2% | Added |
| Monetary Management Group Inc | 5,779 | $394.6K | 0.08% | +5,300+1,106.5% | Added |
| Ancora Advisors, LLC | 5,805 | $396.4K | 0.01% | −465−7.4% | Reduced |
| St Germain D J Co Inc | 5,807 | $396.6K | 0.01% | −20−0.3% | Reduced |
| Mather Group, LLC. | 5,827 | $397.9K | 0.00% | +69+1.2% | Added |
| Outfitter Financial LLC | 5,830 | $398.1K | 0.28% | −725−11.1% | Reduced |
| Advisor OS, LLC | 5,863 | $400.4K | 0.03% | −53−0.9% | Reduced |
| Howard Capital Management Inc. | 5,876 | $401.3K | 0.00% | +5,876 | New |
| SFMG, LLC | 5,888 | $402.1K | 0.02% | +35+0.6% | Added |
| Leavell Investment Management, Inc. | 5,898 | $402.8K | 0.01% | −925−13.6% | Reduced |
| Pure Financial Advisors, Inc. | 5,934 | $405.2K | 0.01% | +351+6.3% | Added |
| Uhlmann Price Securities, LLC | 5,947 | $406.1K | 0.02% | +565+10.5% | Added |
| Angeles Wealth Management, LLC | 5,964 | $407.3K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,973 | $407.9K | 0.03% | +1,007+20.3% | Added |
| Hummer Financial Advisory Services Inc | 6,001 | $409.8K | 0.27% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 5,817 | $410.8K | 0.03% | −38−0.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,996 | $411.0K | 0.02% | +5,996 | New |
| Kovack Advisors, Inc. | 6,089 | $412.8K | 0.02% | −160−2.6% | Reduced |
| Cypress Capital Group | 6,053 | $413.4K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,852 | $418.2K | 0.01% | −64−1.1% | Reduced |
| MEMBERS Trust Co | 6,142 | $419.4K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,149 | $419.9K | 0.04% | −10.0% | Reduced |
| SBI Securities Co., Ltd. | 6,149 | $419.9K | 0.01% | −609−9.0% | Reduced |
| Parsons Capital Management Inc | 6,203 | $423.6K | 0.02% | +700+12.7% | Added |
| Johnson Investment Counsel Inc | 6,214 | $424.4K | 0.00% | +28+0.5% | Added |
| Tandem Investment Partners LLC | 6,226 | $425.2K | 0.33% | +125+2.0% | Added |
| Montag A & Associates Inc | 6,245 | $426.5K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,288 | $429.4K | 0.00% | −81−1.3% | Reduced |
| Souders Financial Advisors | 6,288 | $429.4K | 0.04% | +1,000+18.9% | Added |
| SeaCrest Wealth Management, LLC | 6,382 | $435.8K | 0.05% | −1,628−20.3% | Reduced |
| Xcel Wealth Management, LLC | 6,397 | $436.9K | 0.10% | −20−0.3% | Reduced |
| Hudock, Inc. | 6,409 | $437.7K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,450 | $440.4K | 0.02% | +1,423+28.3% | Added |
| Eventide Asset Management, LLC | 6,371 | $440.7K | 0.01% | +583+10.1% | Added |
| Oslo Pensjonsforsikring AS | 6,459 | $441.1K | 0.05% | −761−10.5% | Reduced |
| Eagle Strategies LLC | 6,463 | $441.4K | 0.04% | +1,985+44.3% | Added |
| Fiduciary Group LLC | 6,481 | $442.6K | 0.03% | −700−9.7% | Reduced |
| First Command Advisory Services, Inc. | 6,496 | $443.6K | 0.00% | −1,506−18.8% | Reduced |
| Quotient Wealth Partners, LLC | 6,518 | $445.1K | 0.01% | +226+3.6% | Added |
| Chicago Capital, LLC | 6,525 | $445.6K | 0.01% | −15,171−69.9% | Reduced |
| Alpha Family Trust | 6,540 | $446.6K | 0.18% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 6,541 | $446.7K | 0.23% | +61+0.9% | Added |
| OLIO Financial Planning | 6,545 | $447.0K | 0.11% | −15−0.2% | Reduced |
| Busey Wealth Management | 6,563 | $448.2K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 6,677 | $456.0K | 0.12% | +862+14.8% | Added |
| Thrive Capital Management, LLC | 6,682 | $456.3K | 0.09% | +64+1.0% | Added |
| Engineers Gate Manager LP | 6,703 | $457.7K | 0.01% | −35,016−83.9% | Reduced |
| Castle Rock Wealth Management, LLC | 6,778 | $459.5K | 0.09% | −152−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 6,827 | $460.1K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 6,739 | $460.2K | 0.08% | +1,285+23.6% | Added |
| A4 Wealth Advisors LLC | 6,739 | $460.2K | 0.31% | −1,220−15.3% | Reduced |
| Continuum Advisory, LLC | 6,764 | $461.9K | 0.04% | +1,142+20.3% | Added |
| Commerzbank Aktiengesellschaft | 6,776 | $463.0K | 0.01% | −2,131−23.9% | Reduced |
| Cornerstone Advisory, LLC | 6,840 | $467.1K | 0.04% | +163+2.4% | Added |
| Mutual Advisors, LLC | 6,847 | $467.6K | 0.01% | −135−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 6,856 | $468.2K | 0.02% | −169−2.4% | Reduced |
| 71 West Capital Partners | 6,881 | $469.9K | 0.02% | +1,091+18.8% | Added |
| Fiduciary Alliance LLC | 6,881 | $469.9K | 0.03% | −559−7.5% | Reduced |
| Crestwood Advisors Group LLC | 6,888 | $470.4K | 0.01% | +1,539+28.8% | Added |
| Greatmark Investment Partners, Inc. | 6,889 | $470.4K | 0.05% | +600+9.5% | Added |
| Panagora Asset Management Inc | 6,929 | $473.2K | 0.00% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 6,943 | $474.1K | 0.34% | +17+0.2% | Added |
| 1st Source Bank | 6,947 | $474.4K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 6,939 | $474.5K | 0.03% | −139−2.0% | Reduced |
| Stokes Family Office, LLC | 6,958 | $475.2K | 0.06% | +4+0.1% | Added |
| International Assets Investment Management, LLC | 7,067 | $479.1K | 0.03% | −5,053−41.7% | Reduced |
| Balboa Wealth Partners | 7,021 | $479.5K | 0.07% | +200+2.9% | Added |
| Z3 Capital Partners, LLC | 7,032 | $480.2K | 0.10% | −198−2.7% | Reduced |
| Private Wealth Partners, LLC | 7,050 | $481.4K | 0.03% | +100+1.4% | Added |
| PCM Encore, LLC | 7,099 | $484.8K | 0.09% | +70+1.0% | Added |
| Hexagon Capital Partners LLC | 7,135 | $487.2K | 0.07% | −417−5.5% | Reduced |
| Evermay Wealth Management LLC | 7,153 | $488.5K | 0.05% | +915+14.7% | Added |
| Mount Yale Investment Advisors, LLC | 7,187 | $490.8K | 0.01% | −257−3.5% | Reduced |
| Nwam LLC | 7,260 | $495.8K | 0.02% | −12,844−63.9% | Reduced |
| Bay Rivers Group | 7,263 | $496.0K | 0.17% | −704−8.8% | Reduced |
| Forum Financial Management, LP | 7,271 | $496.6K | 0.01% | +123+1.7% | Added |
| Blue Rock Wealth Management LLC | 7,280 | $497.8K | 0.28% | 00.0% | Unchanged |