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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 9,795 | $668.9K | 0.08% | +168+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,833 | $671.5K | 0.07% | −309−3.0% | Reduced |
| Syon Capital LLC | 9,835 | $671.6K | 0.03% | +908+10.2% | Added |
| Smith, Moore & Co. | 9,875 | $674.4K | 0.04% | +43+0.4% | Added |
| South State Corp. | 9,899 | $676.0K | 0.03% | +81+0.8% | Added |
| Welch Group, LLC | 9,909 | $676.7K | 0.02% | +419+4.4% | Added |
| Bragg Financial Advisors, Inc | 9,931 | $678.2K | 0.02% | +1,006+11.3% | Added |
| Cullen/Frost Bankers, Inc. | 9,936 | $678.5K | 0.01% | −257−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 9,949 | $679.4K | 0.01% | +385+4.0% | Added |
| Triangle Securities Wealth Management | 9,974 | $681.1K | 0.14% | +1,181+13.4% | Added |
| Catalyst Financial Partners LLC | 9,978 | $681.4K | 0.07% | −1,162−10.4% | Reduced |
| Rbo & Co LLC | 10,000 | $682.9K | 0.11% | −7,976−44.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 10,000 | $682.9K | 0.03% | +10,000 | New |
| Verdence Capital Advisors LLC | 10,009 | $683.5K | 0.04% | −1,744−14.8% | Reduced |
| Advisors Capital Management, LLC | 10,014 | $683.9K | 0.01% | +2,555+34.3% | Added |
| Hughes Financial Services, LLC | 10,071 | $687.7K | 0.09% | +43+0.4% | Added |
| Oak Harbor Wealth Partners, LLC | 10,133 | $692.0K | 0.26% | −33−0.3% | Reduced |
| Slocum, Gordon & Co LLP | 10,152 | $693.3K | 0.46% | −713−6.6% | Reduced |
| Cresset Asset Management, LLC | 10,179 | $695.1K | 0.00% | +4,167+69.3% | Added |
| Capital Asset Advisory Services LLC | 10,189 | $695.8K | 0.03% | +1,125+12.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,203 | $696.8K | 0.01% | +10,203 | New |
| Ingalls & Snyder LLC | 10,271 | $701.0K | 0.02% | −650−6.0% | Reduced |
| Chemung Canal Trust Co | 10,319 | $704.7K | 0.13% | −145−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 10,328 | $705.3K | 0.04% | +6+0.1% | Added |
| Gsa Capital Partners LLP | 10,360 | $707.0K | 0.04% | −16,350−61.2% | Reduced |
| Plimoth Trust Co LLC | 10,360 | $707.5K | 0.14% | −420−3.9% | Reduced |
| Wedbush Securities Inc | 10,365 | $708.0K | 0.02% | −4,970−32.4% | Reduced |
| Sumitomo Life Insurance Co | 10,557 | $720.9K | 0.01% | −670−6.0% | Reduced |
| Integrity Alliance, LLC. | 10,617 | $725.1K | 0.02% | +10,617 | New |
| Stony Point Wealth Management Inc. | 10,673 | $728.8K | 0.26% | −372−3.4% | Reduced |
| New Republic Capital, LLC | 10,705 | $731.1K | 0.17% | +3,784+54.7% | Added |
| Advisory Alpha, LLC | 10,754 | $734.5K | 0.02% | +1,959+22.3% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 10,784 | $736.4K | 0.38% | +1,838+20.5% | Added |
| Romano Brothers and Company | 10,794 | $737.1K | 0.07% | −338−3.0% | Reduced |
| Vanguard Capital Wealth Advisors | 10,800 | $737.5K | 0.50% | −4,100−27.5% | Reduced |
| Liberty One Investment Management, LLC | 10,802 | $737.7K | 0.07% | −301−2.7% | Reduced |
| Vontobel Holding Ltd. | 10,823 | $739.1K | 0.00% | −532−4.7% | Reduced |
| SNS Financial Group, LLC | 10,845 | $740.6K | 0.01% | +10,845 | New |
| Chickasaw Capital Management LLC | 10,872 | $742.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,901 | $744.4K | 0.02% | +256+2.4% | Added |
| Beverly Hills Private Wealth, LLC | 10,904 | $744.6K | 0.14% | −26,985−71.2% | Reduced |
| Bay Capital Advisors, LLC | 10,952 | $747.9K | 0.40% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 12,180 | $752.9K | 0.03% | +3,571+41.5% | Added |
| AlphaStar Capital Management, LLC | 11,072 | $756.1K | 0.05% | −393−3.4% | Reduced |
| Adams Wealth Management | 11,091 | $757.4K | 0.15% | +1,198+12.1% | Added |
| Nicolet Bankshares Inc | 11,064 | $760.1K | 0.02% | −1,270−10.3% | Reduced |
| Grimes & Company, Inc. | 11,151 | $761.5K | 0.02% | +37+0.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $764.8K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 11,208 | $765.4K | 0.07% | −163−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 11,219 | $766.1K | 0.09% | −14,288−56.0% | Reduced |
| GWN Securities Inc. | 11,242 | $767.7K | 0.13% | −415−3.6% | Reduced |
| United Advisor Group, LLC | 11,328 | $773.6K | 0.08% | +2,609+29.9% | Added |
| Venture Visionary Partners LLC | 11,345 | $774.8K | 0.02% | −342−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,348 | $775.0K | 0.05% | +1,037+10.1% | Added |
| MONECO Advisors, LLC | 11,417 | $779.6K | 0.05% | +776+7.3% | Added |
| Whittier Trust Co of Nevada Inc | 11,212 | $782.9K | 0.01% | −217−1.9% | Reduced |
| Maridea Wealth Management LLC | 11,493 | $784.9K | 0.09% | +2,224+24.0% | Added |
| Main Street Group, LTD | 11,604 | $792.4K | 0.18% | −239−2.0% | Reduced |
| Anchor Investment Management, LLC | 11,699 | $798.9K | 0.06% | −289−2.4% | Reduced |
| Caldwell Trust Co | 11,706 | $799.4K | 0.06% | −3,305−22.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,731 | $801.1K | 0.03% | +49+0.4% | Added |
| Smartleaf Asset Management LLC | 11,635 | $805.0K | 0.03% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 11,801 | $805.9K | 0.17% | +364+3.2% | Added |
| Birch Hill Investment Advisors LLC | 11,817 | $807.0K | 0.03% | −270−2.2% | Reduced |
| Adalta Capital Management LLC | 11,835 | $808.2K | 0.35% | +35+0.3% | Added |
| Parallel Advisors, LLC | 11,871 | $810.7K | 0.01% | −799−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 11,885 | $811.6K | 0.02% | +23+0.2% | Added |
| Ti-Trust, Inc | 11,929 | $814.6K | 0.44% | 00.0% | Unchanged |
| Dover Advisors, LLC | 13,945 | $817.0K | 0.33% | −2,750−16.5% | Reduced |
| NTV Asset Management LLC | 11,966 | $817.1K | 0.08% | +470+4.1% | Added |
| Rahlfs Capital, LLC | 12,050 | $822.9K | 0.60% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,077 | $824.7K | 0.01% | +12,077 | New |
| Commonwealth Retirement Investments LLC | 12,082 | $825.1K | 0.22% | −60−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 12,142 | $829.2K | 0.08% | +446+3.8% | Added |
| Centennial Wealth Advisory LLC | 12,154 | $829.9K | 0.18% | −2,554−17.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,200 | $833.1K | 0.44% | +15+0.1% | Added |
| Umb Bank N A | 12,204 | $833.4K | 0.01% | −554−4.3% | Reduced |
| Wedmont Private Capital | 11,921 | $835.4K | 0.02% | +460+4.0% | Added |
| Glenview Trust Co | 12,357 | $843.9K | 0.01% | −4,157−25.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,466 | $851.3K | 0.19% | +16+0.1% | Added |
| Saturna Capital CORP | 12,363 | $851.9K | 0.01% | −85−0.7% | Reduced |
| Hendershot Investments Inc. | 12,478 | $852.1K | 0.11% | −120−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,481 | $852.3K | 0.02% | −7,003−35.9% | Reduced |
| Redwood Investment Management, LLC | 12,492 | $853.0K | 0.08% | −42−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,543 | $856.5K | 0.09% | +6,195+97.6% | Added |
| Holderness Investments Co | 12,556 | $857.4K | 0.14% | +31+0.2% | Added |
| Marco Investment Management LLC | 12,634 | $862.8K | 0.06% | −125−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,672 | $865.4K | 0.04% | +586+4.8% | Added |
| Eagle Harbor Asset Management Inc | 12,691 | $866.6K | 0.68% | −202−1.6% | Reduced |
| Simplicity Wealth,LLC | 12,732 | $869.5K | 0.03% | +504+4.1% | Added |
| Csenge Advisory Group | 12,735 | $869.7K | 0.04% | −101−0.8% | Reduced |
| Parcion Private Wealth LLC | 12,750 | $870.7K | 0.05% | −179−1.4% | Reduced |
| Insigneo Advisory Services, LLC | 12,791 | $873.5K | 0.03% | +623+5.1% | Added |
| CWA Asset Management Group, LLC | 12,833 | $876.3K | 0.03% | −30,354−70.3% | Reduced |
| EP Wealth Advisors, LLC | 12,837 | $876.6K | 0.00% | +821+6.8% | Added |
| Signature Estate & Investment Advisors LLC | 12,945 | $884.0K | 0.02% | +1,524+13.3% | Added |
| Arrow Financial Corp | 13,060 | $891.9K | 0.08% | −16−0.1% | Reduced |
| Elm Partners Management LLC | 13,078 | $893.1K | 0.03% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 13,346 | $911.4K | 0.74% | −278−2.0% | Reduced |
| Sigma Planning Corp | 13,352 | $911.8K | 0.02% | −659−4.7% | Reduced |