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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 3,792 | $259.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,783 | $258.3K | 0.02% | +173+4.8% | Added |
| Intrua Financial, LLC | 3,767 | $257.3K | 0.02% | −97−2.5% | Reduced |
| Old North State Trust, LLC | 3,767 | $257.0K | 0.13% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,758 | $256.6K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 3,709 | $253.3K | 0.01% | −9,356−71.6% | Reduced |
| Smith Thornton Advisors LLC | 3,573 | $253.0K | 0.11% | +60+1.7% | Added |
| Federated Hermes, Inc. | 3,676 | $251.0K | 0.00% | −10,045−73.2% | Reduced |
| Granite Bay Wealth Management, LLC | 3,674 | $251.0K | 0.02% | +3,674 | New |
| MJP Associates Inc | 3,665 | $250.3K | 0.03% | +46+1.3% | Added |
| Decision Investments, Inc | 3,656 | $249.7K | 0.23% | −18−0.5% | Reduced |
| Farmers National Bank | 3,650 | $249.3K | 0.05% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 3,647 | $249.1K | 0.08% | −2,486−40.5% | Reduced |
| Tower Bridge Advisors | 3,644 | $248.8K | 0.02% | +140+4.0% | Added |
| Morton Community Bank | 3,640 | $248.6K | 0.05% | −925−20.3% | Reduced |
| Richardson Financial Services Inc. | 3,640 | $248.6K | 0.14% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,637 | $248.4K | 0.04% | +107+3.0% | Added |
| Howard Capital Management Group, LLC | 3,635 | $248.2K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,634 | $248.1K | 0.04% | +3,634 | New |
| Searle & Co. | 3,631 | $248.0K | 0.06% | +3,631 | New |
| M.E. Allison & Co., Inc. | 3,630 | $247.9K | 0.14% | −43−1.2% | Reduced |
| Kathmere Capital Management, LLC | 3,605 | $246.2K | 0.01% | +3,605 | New |
| Nalls Sherbakoff Group, LLC | 3,600 | $245.8K | 0.17% | 00.0% | Unchanged |
| Private Trust Co NA | 3,592 | $245.3K | 0.02% | −398−10.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 3,585 | $244.8K | 0.15% | +7+0.2% | Added |
| Meadowbrook Wealth Management, LLC | 3,600 | $244.0K | 0.26% | −1,050−22.6% | Reduced |
| CVA Family Office, LLC | 3,546 | $242.2K | 0.02% | +77+2.2% | Added |
| MTM Investment Management, LLC | 3,540 | $241.7K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 3,538 | $241.6K | 0.03% | −120−3.3% | Reduced |
| Sound Income Strategies, LLC | 3,524 | $240.6K | 0.01% | +164+4.9% | Added |
| DV Trading LLC | 3,501 | $239.1K | 0.02% | +3,501 | New |
| Capital Management Corp | 3,500 | $239.0K | 0.04% | −1,000−22.2% | Reduced |
| Viking Fund Management LLC | 3,500 | $239.0K | 0.02% | 00.0% | Unchanged |
| Mathes Company, Inc. | 3,500 | $239.0K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,497 | $238.8K | 0.03% | +17+0.5% | Added |
| Visionary Wealth Advisors | 3,493 | $238.6K | 0.01% | +2+0.1% | Added |
| Alta Advisers Ltd | 3,461 | $236.4K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,460 | $236.3K | 0.00% | −1,593−31.5% | Reduced |
| Athena Investment Management | 3,457 | $236.1K | 0.14% | −523−13.1% | Reduced |
| GeoWealth Management, LLC | 3,449 | $235.5K | 0.01% | +114+3.4% | Added |
| Retirement Planning Group | 3,436 | $234.6K | 0.01% | +3,436 | New |
| ARS Wealth Advisors Group, LLC | 3,433 | $234.4K | 0.02% | +3,433 | New |
| David J Yvars Group | 3,417 | $233.3K | 0.11% | +2+0.1% | Added |
| Armor Investment Advisors, LLC | 3,414 | $233.1K | 0.07% | −232−6.4% | Reduced |
| TRB Wealth Management, LLC | 3,413 | $233.1K | 0.03% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,412 | $233.0K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,412 | $233.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 3,409 | $232.8K | 0.07% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 3,408 | $232.7K | 0.11% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,407 | $232.7K | 0.01% | +3,407 | New |
| Boston Private Wealth LLC | 3,405 | $232.5K | 0.01% | −364−9.7% | Reduced |
| Flow Traders U.S. LLC | 3,392 | $232.0K | 0.01% | +3,392 | New |
| KCM Investment Advisors LLC | 3,392 | $231.6K | 0.01% | +3,392 | New |
| Prasad Wealth Partners, LLC | 3,392 | $231.6K | 0.06% | +33+1.0% | Added |
| Berkshire Asset Management LLC | 3,387 | $231.3K | 0.01% | +3,387 | New |
| Oxford Financial Group Ltd | 3,380 | $230.8K | 0.01% | +10+0.3% | Added |
| Bridges Investment Management Inc | 3,366 | $229.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,362 | $229.6K | 0.07% | −20−0.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 3,360 | $229.5K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 3,352 | $228.9K | 0.02% | −88−2.6% | Reduced |
| Marex Group plc | 3,352 | $228.9K | 0.00% | +3,352 | New |
| North Point Portfolio Managers Corp | 3,350 | $228.8K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,350 | $228.8K | 0.00% | +91+2.8% | Added |
| Sterling Capital Management LLC | 3,328 | $227.3K | 0.00% | −115,860−97.2% | Reduced |
| Everpar Advisors LLC | 3,320 | $226.7K | 0.06% | +3,320 | New |
| Fiduciary Trust Co | 3,318 | $226.6K | 0.00% | +3,318 | New |
| Atlanta Consulting Group Advisors, LLC | 3,312 | $226.1K | 0.04% | +3,312 | New |
| Ashton Thomas Private Wealth, LLC | 3,304 | $225.6K | 0.00% | −32−1.0% | Reduced |
| Motco | 3,299 | $225.3K | 0.02% | +19+0.6% | Added |
| Hunter Associates Investment Management LLC | 3,272 | $225.0K | 0.03% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 3,290 | $224.7K | 0.09% | +3,290 | New |
| Colonial Trust Advisors | 3,290 | $224.7K | 0.02% | −381−10.4% | Reduced |
| Eddie Patel Inc | 3,289 | $224.6K | 0.13% | +3,289 | New |
| Lafayette Investments, Inc. | 3,281 | $224.1K | 0.04% | 00.0% | Unchanged |
| Ballast, Inc. | 3,279 | $223.9K | 0.04% | −194−5.6% | Reduced |
| M&G Plc | 3,293 | $223.9K | 0.00% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,265 | $223.0K | 0.11% | +3,265 | New |
| Marotta Asset Management | 3,288 | $222.9K | 0.04% | −9−0.3% | Reduced |
| Red Wave Investments LLC | 3,258 | $222.5K | 0.06% | +3,258 | New |
| Front Row Advisors LLC | 3,266 | $222.4K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,256 | $222.4K | 0.01% | −107−3.2% | Reduced |
| MBA Advisors LLC | 3,256 | $222.4K | 0.08% | −124−3.7% | Reduced |
| Naples Global Advisors, LLC | 3,244 | $221.5K | 0.01% | +4+0.1% | Added |
| Capital Performance Advisors LLP | 3,237 | $221.0K | 0.01% | −1,180−26.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,226 | $220.3K | 0.03% | +121+3.9% | Added |
| Pallas Capital Advisors LLC | 3,210 | $219.2K | 0.01% | −3,191−49.9% | Reduced |
| Rosenberg Matthew Hamilton | 3,208 | $219.1K | 0.04% | 00.0% | Unchanged |
| Flagstone Financial Management | 3,200 | $218.5K | 0.05% | +3,200 | New |
| Integras Partners LLC | 3,199 | $218.5K | 0.12% | +3,199 | New |
| Longboard Asset Management, LP | 3,196 | $218.3K | 3.66% | +3,196 | New |
| Chase Investment Counsel Corp | 3,200 | $218.0K | 0.05% | +3,200 | New |
| Envestnet Portfolio Solutions, Inc. | 3,192 | $218.0K | 0.00% | −561−14.9% | Reduced |
| Plancorp, LLC | 3,079 | $218.0K | 0.01% | +3,079 | New |
| Summit Asset Management, LLC | 3,189 | $217.8K | 0.03% | +3,189 | New |
| Morris Financial Concepts, Inc. | 3,163 | $216.0K | 0.07% | −264−7.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $215.5K | 0.00% | 00.0% | Unchanged |
| Univest Financial Corp | 3,154 | $215.4K | 0.01% | +3,154 | New |
| AlTi Global, Inc. | 3,126 | $213.5K | 0.00% | +3,126 | New |
| Family Legacy Financial Solutions, LLC | 3,120 | $213.1K | 0.13% | −11,764−79.0% | Reduced |
| Optas, LLC | 3,113 | $212.6K | 0.03% | −3,069−49.6% | Reduced |