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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 6,382 | $435.8K | 0.05% | −1,628−20.3% | Reduced |
| Souders Financial Advisors | 6,288 | $429.4K | 0.04% | +1,000+18.9% | Added |
| Moneta Group Investment Advisors LLC | 6,288 | $429.4K | 0.00% | −81−1.3% | Reduced |
| Montag A & Associates Inc | 6,245 | $426.5K | 0.02% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 6,226 | $425.2K | 0.33% | +125+2.0% | Added |
| Johnson Investment Counsel Inc | 6,214 | $424.4K | 0.00% | +28+0.5% | Added |
| Parsons Capital Management Inc | 6,203 | $423.6K | 0.02% | +700+12.7% | Added |
| SBI Securities Co., Ltd. | 6,149 | $419.9K | 0.01% | −609−9.0% | Reduced |
| Sheets Smith Wealth Management | 6,149 | $419.9K | 0.04% | −10.0% | Reduced |
| MEMBERS Trust Co | 6,142 | $419.4K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,852 | $418.2K | 0.01% | −64−1.1% | Reduced |
| Cypress Capital Group | 6,053 | $413.4K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,089 | $412.8K | 0.02% | −160−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,996 | $411.0K | 0.02% | +5,996 | New |
| Sovran Advisors, LLC | 5,817 | $410.8K | 0.03% | −38−0.6% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $409.8K | 0.27% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,973 | $407.9K | 0.03% | +1,007+20.3% | Added |
| Angeles Wealth Management, LLC | 5,964 | $407.3K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 5,947 | $406.1K | 0.02% | +565+10.5% | Added |
| Pure Financial Advisors, Inc. | 5,934 | $405.2K | 0.01% | +351+6.3% | Added |
| Leavell Investment Management, Inc. | 5,898 | $402.8K | 0.01% | −925−13.6% | Reduced |
| SFMG, LLC | 5,888 | $402.1K | 0.02% | +35+0.6% | Added |
| Howard Capital Management Inc. | 5,876 | $401.3K | 0.00% | +5,876 | New |
| Advisor OS, LLC | 5,863 | $400.4K | 0.03% | −53−0.9% | Reduced |
| Outfitter Financial LLC | 5,830 | $398.1K | 0.28% | −725−11.1% | Reduced |
| Mather Group, LLC. | 5,827 | $397.9K | 0.00% | +69+1.2% | Added |
| St Germain D J Co Inc | 5,807 | $396.6K | 0.01% | −20−0.3% | Reduced |
| Ancora Advisors, LLC | 5,805 | $396.4K | 0.01% | −465−7.4% | Reduced |
| Monetary Management Group Inc | 5,779 | $394.6K | 0.08% | +5,300+1,106.5% | Added |
| Sequent Planning LLC | 5,764 | $393.7K | 0.08% | +122+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,757 | $393.1K | 0.02% | +157+2.8% | Added |
| Firethorn Wealth Partners, LLC | 5,744 | $392.2K | 0.13% | −569−9.0% | Reduced |
| Nilsine Partners, LLC | 5,725 | $391.0K | 0.03% | −43−0.7% | Reduced |
| Power Wealth Management LLC | 5,715 | $390.3K | 0.13% | +5,715 | New |
| United Bank | 5,714 | $390.2K | 0.05% | +620+12.2% | Added |
| Avestar Capital, LLC | 5,712 | $390.1K | 0.02% | −225−3.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,708 | $389.8K | 0.06% | −267−4.5% | Reduced |
| SCS Capital Management LLC | 5,703 | $389.5K | 0.00% | +1,303+29.6% | Added |
| Salem Investment Counselors Inc | 5,702 | $389.4K | 0.01% | −1,240−17.9% | Reduced |
| Excelsior Advisor Network LLC | 5,693 | $388.8K | 0.05% | +930+19.5% | Added |
| Curat Global, LLC | 3,600 | $388.3K | 0.33% | −2,465−40.6% | Reduced |
| Stonebridge Financial Group, LLC | 5,654 | $386.1K | 0.26% | +81+1.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,641 | $385.2K | 0.10% | −140−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,633 | $384.7K | 0.02% | +130+2.4% | Added |
| NorthRock Partners, LLC | 5,629 | $384.4K | 0.01% | −953−14.5% | Reduced |
| Bullock Wealth Management Group | 5,663 | $383.9K | 0.17% | +522+10.2% | Added |
| IFG Advisory, LLC | 5,597 | $382.2K | 0.01% | +5,597 | New |
| ZWJ Investment Counsel Inc | 5,579 | $381.0K | 0.01% | +779+16.2% | Added |
| Brown Miller Wealth Management, LLC | 5,578 | $380.9K | 0.10% | −507−8.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,574 | $380.6K | 0.02% | −57−1.0% | Reduced |
| Change Path, LLC | 5,572 | $380.5K | 0.01% | −982−15.0% | Reduced |
| Interchange Capital Partners, LLC | 5,554 | $379.3K | 0.07% | +815+17.2% | Added |
| OpenArc Corporate Advisory, LLC | 5,540 | $378.3K | 0.00% | +5,540 | New |
| International Private Wealth Advisors LLC | 5,505 | $376.0K | 0.19% | −1,767−24.3% | Reduced |
| Aviance Capital Partners, LLC | 5,477 | $374.0K | 0.04% | −58−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,468 | $373.4K | 0.02% | +229+4.4% | Added |
| Hartford Financial Management Inc. | 5,435 | $371.2K | 0.08% | 00.0% | Unchanged |
| LCNB Corp | 5,431 | $370.9K | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,407 | $369.3K | 0.00% | −8,999−62.5% | Reduced |
| Cypress Point Wealth Management, LLC | 5,389 | $368.0K | 0.07% | +5,389 | New |
| Ritholtz Wealth Management | 5,386 | $367.8K | 0.01% | −73−1.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,374 | $367.0K | 0.09% | −66−1.2% | Reduced |
| Bellars Harris Wealth Management, LLC | 5,371 | $366.8K | 0.07% | +5,371 | New |
| Cullen Capital Management LLC | 5,346 | $365.1K | 0.00% | −10−0.2% | Reduced |
| Junk Investment Group, LLC | 5,338 | $364.5K | 0.16% | 00.0% | Unchanged |
| FCG Investment Co | 5,332 | $364.1K | 0.13% | +1,866+53.8% | Added |
| Caldwell Sutter Capital, Inc. | 5,329 | $363.9K | 0.14% | −111−2.0% | Reduced |
| StoneX Group Inc. | 5,324 | $362.9K | 0.01% | +1,651+44.9% | Added |
| Commonwealth Financial Services, LLC | 5,311 | $362.7K | 0.05% | +1,893+55.4% | Added |
| Linscomb & Williams, Inc. | 5,288 | $361.1K | 0.02% | −138−2.5% | Reduced |
| Centurion Wealth Management LLC | 5,258 | $359.1K | 0.09% | −1,423−21.3% | Reduced |
| Diversified Enterprises, LLC | 5,255 | $358.9K | 0.02% | −300−5.4% | Reduced |
| Independent Financial Group, LLC | 5,222 | $356.6K | 0.01% | +386+8.0% | Added |
| Fulton Breakefield Broenniman LLC | 5,181 | $353.8K | 0.02% | −1,072−17.1% | Reduced |
| Allegheny Financial Group LTD | 5,169 | $353.0K | 0.04% | +4+0.1% | Added |
| Wealth Alliance | 5,164 | $352.7K | 0.03% | −1,247−19.5% | Reduced |
| SmartHarvest Portfolios, LLC | 5,162 | $352.5K | 0.11% | +5,162 | New |
| Oakmont Investment Advisors, Inc. | 5,162 | $352.5K | 0.24% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,127 | $350.2K | 0.11% | +21+0.4% | Added |
| Fruth Investment Management | 5,124 | $349.0K | 0.08% | −217−4.1% | Reduced |
| D'Orazio & Associates, Inc. | 5,110 | $348.9K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,105 | $348.6K | 0.04% | +491+10.6% | Added |
| Summit Wealth Group LLC | 5,094 | $347.8K | 0.03% | +601+13.4% | Added |
| Schmidt P J Investment Management Inc | 5,084 | $347.2K | 0.05% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 5,070 | $346.3K | 0.05% | −163−3.1% | Reduced |
| Manske Wealth Management | 5,034 | $343.8K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,022 | $343.0K | 0.04% | +411+8.9% | Added |
| Thomasville National Bank | 5,021 | $342.9K | 0.02% | +5,021 | New |
| Hilltop Holdings Inc. | 5,019 | $342.7K | 0.03% | −498−9.0% | Reduced |
| Longview Financial Advisors, Inc. | 4,996 | $341.2K | 0.20% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 4,973 | $340.3K | 0.00% | +612+14.0% | Added |
| Compass Ion Advisors, LLC | 4,972 | $339.6K | 0.03% | −184−3.6% | Reduced |
| Kinloch Capital, LLC | 4,942 | $337.5K | 0.12% | +367+8.0% | Added |
| Mechanics Bank Trust Department | 4,885 | $333.6K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,867 | $332.4K | 0.03% | +1,157+31.2% | Added |
| Campion Asset Management LLC | 4,851 | $331.3K | 0.20% | +235+5.1% | Added |
| Lantern Wealth Advisors, LLC | 4,850 | $331.2K | 0.15% | +400+9.0% | Added |
| First Bank & Trust | 4,827 | $329.6K | 0.05% | +295+6.5% | Added |
| First Citizens Bank & Trust Co | 4,823 | $329.4K | 0.00% | +916+23.4% | Added |
| Great Valley Advisor Group, Inc. | 4,814 | $328.9K | 0.01% | −796−14.2% | Reduced |