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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 7,289 | $498.0K | 0.01% | +666+10.1% | Added |
| Mystic Asset Management, Inc. | 7,307 | $499.0K | 0.11% | −150−2.0% | Reduced |
| Triad Wealth Partners, LLC | 7,289 | $501.1K | 0.03% | −691−8.7% | Reduced |
| Versor Investments LP | 7,348 | $501.8K | 1.06% | +7,348 | New |
| A. D. Beadell Investment Counsel, Inc. | 7,365 | $502.0K | 0.32% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,357 | $502.4K | 0.38% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,358 | $502.5K | 0.01% | +6+0.1% | Added |
| Kentucky Trust Co | 7,390 | $504.7K | 0.24% | 00.0% | Unchanged |
| McMillan Office, Inc. | 7,393 | $504.9K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,406 | $505.8K | 0.16% | 00.0% | Unchanged |
| Vista Investment Management | 7,406 | $505.8K | 0.15% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,409 | $505.9K | 0.06% | +235+3.3% | Added |
| Financial Network Wealth Management LLC | 7,417 | $506.0K | 0.14% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,410 | $506.1K | 0.16% | +10+0.1% | Added |
| Westwood Holdings Group Inc. | 7,413 | $506.2K | 0.00% | +7,413 | New |
| Investors Asset Management of Georgia Inc | 7,432 | $507.5K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 7,440 | $508.1K | 0.09% | −125−1.7% | Reduced |
| Register Financial Advisors LLC | 7,442 | $508.2K | 0.16% | −3,687−33.1% | Reduced |
| Hantz Financial Services, Inc. | 7,490 | $512.0K | 0.01% | +229+3.2% | Added |
| Wealth Quarterback LLC | 7,525 | $513.9K | 0.16% | −920−10.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,543 | $515.1K | 0.01% | −100−1.3% | Reduced |
| Evergreen Capital Management LLC | 7,550 | $515.6K | 0.01% | +78+1.0% | Added |
| Sar Wealth Management Group, LLC | 7,562 | $516.4K | 0.25% | +33+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 7,580 | $517.7K | 0.01% | −10.0% | Reduced |
| ICW Investment Advisors LLC | 7,601 | $519.1K | 0.18% | −37−0.5% | Reduced |
| MBM Wealth Consultants, LLC | 7,686 | $524.9K | 0.10% | +518+7.2% | Added |
| RVW Wealth, LLC | 7,725 | $527.5K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 7,747 | $529.0K | 0.01% | −750−8.8% | Reduced |
| Manchester Capital Management LLC | 7,773 | $530.8K | 0.07% | +37+0.5% | Added |
| Harrison Street Private Wealth LLC | 7,819 | $534.0K | 0.75% | +7,819 | New |
| Element Pointe Advisors, LLC | 7,852 | $536.2K | 0.09% | +172+2.2% | Added |
| Investors Research Corp | 7,865 | $537.1K | 0.10% | +798+11.3% | Added |
| Red Door Wealth Management, LLC | 7,870 | $537.5K | 0.05% | +7,870 | New |
| Mainstay Capital Management LLC | 7,959 | $543.5K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,961 | $543.6K | 0.04% | +281+3.7% | Added |
| World Equity Group, Inc. | 7,961 | $543.7K | 0.12% | +7,961 | New |
| Smithfield Trust Co | 7,967 | $544.0K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,968 | $544.1K | 0.00% | +7,968 | New |
| Allianz SE | 7,980 | $545.0K | 0.01% | −8,960−52.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,995 | $546.0K | 0.01% | +88+1.1% | Added |
| Graver Capital Management, LLC | 8,000 | $546.3K | 0.39% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 8,010 | $547.0K | 0.36% | −150−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 8,015 | $547.4K | 0.03% | +88+1.1% | Added |
| Lionhunter Capital Management, LLC | 8,022 | $547.8K | 0.25% | +8,022 | New |
| First National Trust Co | 8,023 | $547.9K | 0.02% | −152−1.9% | Reduced |
| CX Institutional | 8,094 | $553.0K | 0.02% | −1,525−15.9% | Reduced |
| Spirit of America Management Corp | 8,100 | $553.1K | 0.10% | +500+6.6% | Added |
| S.A. Mason LLC | 8,115 | $554.2K | 0.17% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8,140 | $555.9K | 0.15% | −9,556−54.0% | Reduced |
| Rowland & Co Investment Counsel | 8,145 | $556.2K | 0.10% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 8,151 | $556.6K | 0.04% | +197+2.5% | Added |
| Kidder Stephen W | 8,157 | $557.0K | 0.14% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 8,318 | $558.6K | 0.30% | +8,318 | New |
| Total Wealth Planning & Management, Inc. | 8,183 | $558.8K | 0.41% | −10−0.1% | Reduced |
| V-Square Quantitative Management LLC | 8,183 | $558.8K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,213 | $560.9K | 0.00% | −1,006,624−99.2% | Reduced |
| Cigna Investments Inc | 8,210 | $561.0K | 0.07% | +178+2.2% | Added |
| Key Financial Inc | 8,221 | $561.4K | 0.09% | −2,341−22.2% | Reduced |
| Bayshore Asset Management, LLC | 8,324 | $568.4K | 0.20% | +8,324 | New |
| Birchcreek Wealth Management, LLC | 8,376 | $572.0K | 0.22% | +325+4.0% | Added |
| Aprio Wealth Management, LLC | 8,395 | $573.3K | 0.03% | +1,989+31.0% | Added |
| Nations Financial Group Inc, | 8,396 | $573.4K | 0.03% | −564−6.3% | Reduced |
| Walleye Trading LLC | 8,412 | $574.5K | 0.01% | +8,412 | New |
| Carnegie Capital Asset Management, LLC | 8,429 | $575.6K | 0.01% | +336+4.2% | Added |
| Wealth Science Advisors LLC | 8,458 | $577.6K | 0.26% | +8,458 | New |
| Phoenix Wealth Advisors | 8,459 | $577.7K | 0.19% | +88+1.1% | Added |
| SS&H Financial Advisors, Inc. | 8,493 | $580.0K | 0.15% | +8,493 | New |
| Archetype Wealth Partners | 8,505 | $581.0K | 0.07% | +47+0.6% | Added |
| United Asset Strategies, Inc. | 8,562 | $584.7K | 0.04% | −66−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 8,626 | $589.1K | 0.00% | −10,937−55.9% | Reduced |
| Huber Capital Management LLC | 8,635 | $589.7K | 0.09% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 8,647 | $590.0K | 0.08% | +8,647 | New |
| Houlihan Financial Resource Group, Ltd. | 8,651 | $590.8K | 0.21% | +7+0.1% | Added |
| Armstrong Advisory Group, Inc | 8,666 | $591.8K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 8,728 | $596.1K | 0.42% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,737 | $596.7K | 0.01% | +2,298+35.7% | Added |
| VeraBank, N.A. | 8,764 | $598.5K | 0.10% | −597−6.4% | Reduced |
| Kesler, Norman & Wride, LLC | 8,899 | $607.7K | 0.10% | +8,899 | New |
| LVM Capital Management Ltd | 8,980 | $613.0K | 0.05% | +8,980 | New |
| DiNuzzo Private Wealth, Inc. | 8,977 | $613.0K | 0.06% | +84+0.9% | Added |
| Hayek Kallen Investment Management | 9,028 | $616.0K | 0.19% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 8,977 | $619.1K | 0.29% | −299−3.2% | Reduced |
| Boothbay Fund Management, LLC | 9,143 | $624.4K | 0.01% | +5,060+123.9% | Added |
| Chesapeake Wealth Management | 9,211 | $629.0K | 0.18% | +3,933+74.5% | Added |
| Cidel Asset Management Inc | 9,258 | $632.2K | 0.03% | +212+2.3% | Added |
| Caitong International Asset Management Co., Ltd | 9,366 | $639.6K | 0.09% | +9,362+234,050.0% | Added |
| 1620 Investment Advisors, Inc. | 9,372 | $640.0K | 0.40% | −24−0.3% | Reduced |
| Edgestream Partners, L.P. | 9,375 | $640.2K | 0.02% | −236,211−96.2% | Reduced |
| Wolverine Asset Management LLC | 9,378 | $640.4K | 0.01% | +4,579+95.4% | Added |
| Fragasso Group Inc. | 9,379 | $640.5K | 0.03% | −17−0.2% | Reduced |
| Legacy Financial Independent Advisors LLC | 9,398 | $641.8K | 0.30% | −12,452−57.0% | Reduced |
| Wedbush Fund Advisers, LLC | 9,449 | $645.3K | 0.06% | +9,449 | New |
| Citizens Financial Group Inc | 9,472 | $646.9K | 0.01% | +2,708+40.0% | Added |
| Sharp Financial Services, LLC | 9,516 | $649.9K | 0.30% | −1,000−9.5% | Reduced |
| Avantra Family Wealth, Inc. | 9,578 | $654.1K | 0.42% | +9,578 | New |
| Institute for Wealth Management, LLC. | 9,611 | $656.3K | 0.06% | −65−0.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 9,687 | $661.5K | 0.04% | −1,710−15.0% | Reduced |
| Modera Wealth Management, LLC | 9,771 | $667.3K | 0.01% | +109+1.1% | Added |
| Rockland Trust Co | 9,787 | $668.4K | 0.03% | −86−0.9% | Reduced |
| Capital International Sarl | 9,795 | $668.9K | 0.01% | −1,046−9.6% | Reduced |