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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 4,811 | $328.5K | 0.02% | +358+8.0% | Added |
| Rench Wealth Management, Inc. | 4,805 | $328.1K | 0.09% | −367−7.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 4,804 | $328.1K | 0.29% | +36+0.8% | Added |
| Gillespie Robinson & Grimm Inc | 4,804 | $328.1K | 0.02% | +4,804 | New |
| Aaron Wealth Advisors | 4,802 | $327.9K | 0.02% | +4,802 | New |
| Citizens National Bank Trust Department | 4,798 | $327.7K | 0.05% | −175−3.5% | Reduced |
| Bank & Trust Co | 4,794 | $327.4K | 0.21% | +971+25.4% | Added |
| Meridian Financial, LLC | 4,735 | $323.4K | 0.16% | +37+0.8% | Added |
| Lawson Kroeker Investment Management Inc | 4,730 | $323.0K | 0.09% | −460−8.9% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $322.9K | 0.18% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,724 | $322.6K | 0.02% | −10.0% | Reduced |
| Arvest Bank Trust Division | 4,712 | $321.8K | 0.02% | +410+9.5% | Added |
| Pursuit Wealth Strategies, LLC | 4,704 | $321.3K | 0.42% | −286−5.7% | Reduced |
| Soltis Investment Advisors LLC | 4,698 | $320.9K | 0.02% | +722+18.2% | Added |
| Northwest Bancshares, Inc. | 4,679 | $319.5K | 0.06% | −320−6.4% | Reduced |
| Whittier Trust Co | 4,610 | $319.3K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 4,652 | $317.7K | 0.06% | −251−5.1% | Reduced |
| Sowell Financial Services LLC | 4,650 | $317.5K | 0.01% | +17+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,648 | $317.4K | 0.02% | +184+4.1% | Added |
| Legacy Financial Advisors, Inc. | 4,577 | $312.6K | 0.04% | −4,541−49.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,568 | $311.9K | 0.13% | +800+21.2% | Added |
| one8zero8, LLC | 4,559 | $311.3K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,545 | $310.4K | 0.01% | −4,403−49.2% | Reduced |
| AMG National Trust Bank | 4,543 | $310.2K | 0.01% | +570+14.3% | Added |
| Norris Financial Group, LLC | 4,530 | $309.4K | 0.12% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,530 | $309.3K | 0.08% | −241−5.1% | Reduced |
| Altrius Capital Management Inc | 4,507 | $307.8K | 0.06% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 4,499 | $307.2K | 0.07% | +4,499 | New |
| Cobblestone Asset Management LLC | 4,499 | $307.2K | 0.13% | −261−5.5% | Reduced |
| Aspect Partners, LLC | 4,476 | $305.7K | 0.11% | 00.0% | Unchanged |
| Shelton Capital Management | 4,441 | $303.3K | 0.01% | −260−5.5% | Reduced |
| Flynn Zito Capital Management, LLC | 4,407 | $300.9K | 0.08% | +30+0.7% | Added |
| Alpine Global Management, LLC | 4,402 | $300.6K | 0.05% | +4,402 | New |
| Essex Savings Bank | 4,369 | $298.4K | 0.06% | −22−0.5% | Reduced |
| D.B. Root & Company, LLC | 4,369 | $298.3K | 0.06% | +152+3.6% | Added |
| Werba Rubin Papier Wealth Management | 4,344 | $296.7K | 0.04% | +4,344 | New |
| Novak & Powell Financial Services, Inc. | 4,340 | $296.4K | 0.14% | +28+0.6% | Added |
| CJM Wealth Advisers, Ltd. | 4,332 | $295.9K | 0.08% | −181−4.0% | Reduced |
| Second Half Financial Partners, LLC | 4,320 | $295.0K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,313 | $294.6K | 0.00% | +4,313 | New |
| Mint Tower Capital Management B.V. | 4,311 | $294.0K | 0.03% | +4,311 | New |
| First National Bank & Trust Co of Newtown | 4,250 | $294.0K | 0.06% | −1,363−24.3% | Reduced |
| Camden National Bank | 4,297 | $293.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| PDS Planning, Inc | 4,294 | $293.2K | 0.02% | +37+0.9% | Added |
| Fee-Only Financial Planning, L.C. | 4,285 | $292.6K | 0.16% | −100−2.3% | Reduced |
| Trust Point Inc. | 4,285 | $292.6K | 0.02% | −465−9.8% | Reduced |
| Howard Financial Services, Ltd. | 4,268 | $291.4K | 0.03% | +262+6.5% | Added |
| Sterling Investment Counsel, LLC | 4,259 | $290.8K | 0.07% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,249 | $290.2K | 0.00% | −70−1.6% | Reduced |
| Goldstein Advisors, LLC | 4,244 | $289.8K | 0.03% | +823+24.1% | Added |
| Investment Research Partners LLC | 4,223 | $288.4K | 0.10% | +644+18.0% | Added |
| Fourth Dimension Wealth, LLC | 4,203 | $287.0K | 0.09% | −193−4.4% | Reduced |
| MSH Capital Advisors LLC | 4,193 | $286.3K | 0.05% | −36−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,184 | $285.7K | 0.11% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,177 | $285.2K | 0.02% | −300−6.7% | Reduced |
| Heartwood Wealth Advisors LLC | 4,169 | $284.7K | 0.02% | +800+23.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,163 | $284.3K | 0.01% | +382+10.1% | Added |
| Home Federal Bank of Tennessee | 4,150 | $283.4K | 0.06% | +4,150 | New |
| Nadler Financial Group, Inc. | 4,132 | $282.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,100 | $280.0K | 0.19% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 4,078 | $278.0K | 0.11% | +139+3.5% | Added |
| Evolution Advisers, Inc. | 4,084 | $278.0K | 0.10% | +2,117+107.6% | Added |
| Morningstar Investment Management LLC | 4,492 | $277.7K | 0.02% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,065 | $277.6K | 0.06% | −85−2.0% | Reduced |
| Park National Corp | 4,057 | $277.1K | 0.01% | −398−8.9% | Reduced |
| Violich Capital Management, Inc. | 4,055 | $276.9K | 0.03% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,055 | $276.9K | 0.03% | +4,055 | New |
| First United Bank Trust | 4,054 | $276.8K | 0.08% | −59−1.4% | Reduced |
| Massmutual Trust Co FSB | 4,037 | $275.7K | 0.01% | −144−3.4% | Reduced |
| Herold Advisors, Inc. | 4,023 | $274.0K | 0.05% | 00.0% | Unchanged |
| Harvest Management LLC | 4,000 | $273.2K | 0.12% | +4,000 | New |
| Rithm Capital Corp. | 4,000 | $273.2K | 0.34% | +4,000 | New |
| WealthPoint Financial, LLC | 3,984 | $272.1K | 0.20% | +485+13.9% | Added |
| Sapient Capital LLC | 3,983 | $272.0K | 0.00% | −5,496−58.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,982 | $271.9K | 0.01% | −110−2.7% | Reduced |
| Heritage Wealth Management, Inc. | 3,975 | $271.5K | 0.07% | −39−1.0% | Reduced |
| BLB&B Advisors, LLC | 3,974 | $271.4K | 0.01% | −163−3.9% | Reduced |
| Hamilton Wealth, LLC | 3,973 | $271.3K | 0.05% | −2,956−42.7% | Reduced |
| Tompkins Financial Corp | 3,970 | $271.1K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,924 | $268.0K | 0.05% | +217+5.9% | Added |
| Old Port Advisors | 3,924 | $268.0K | 0.05% | +376+10.6% | Added |
| Genesis Private Wealth, LLC | 3,922 | $267.8K | 0.08% | +244+6.6% | Added |
| Fonville Wealth Management LLC | 3,919 | $267.6K | 0.04% | +13+0.3% | Added |
| Traphagen Investment Advisors LLC | 3,912 | $267.1K | 0.02% | +3,912 | New |
| AdvisorNet Financial, Inc | 3,908 | $266.8K | 0.01% | +30+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,891 | $265.7K | 0.01% | −401−9.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,885 | $265.3K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,886 | $265.3K | 0.01% | −3,004−43.6% | Reduced |
| Ifrah Financial Services, Inc. | 3,873 | $264.5K | 0.06% | −26−0.7% | Reduced |
| Los Angeles Capital Management LLC | 3,873 | $264.5K | 0.00% | −8,732−69.3% | Reduced |
| Welch & Forbes LLC | 3,870 | $264.3K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,864 | $263.9K | 0.00% | +3,864 | New |
| Armstrong, Fleming & Moore, Inc | 3,859 | $263.5K | 0.09% | +9+0.2% | Added |
| North Star Investment Management Corp. | 3,852 | $263.1K | 0.01% | +15+0.4% | Added |
| Pines Wealth Management, LLC | 3,844 | $262.5K | 0.08% | −1,900−33.1% | Reduced |
| S&A Financial Services, Inc. | 3,829 | $261.5K | 0.16% | −369−8.8% | Reduced |
| UMA Financial Services, Inc. | 3,804 | $259.8K | 0.03% | +82+2.2% | Added |
| Diversified Trust Co | 3,802 | $259.6K | 0.00% | +3,802 | New |