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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 3,113 | $212.6K | 0.07% | −270−8.0% | Reduced |
| MBL Wealth, LLC | 3,109 | $212.3K | 0.01% | +3,109 | New |
| Stonekeep Investments, LLC | 3,101 | $212.0K | 0.12% | +3,101 | New |
| NorthStar Asset Management LLC | 3,103 | $211.9K | 0.09% | +3,103 | New |
| Entrust Financial LLC | 3,074 | $209.9K | 0.14% | +16+0.5% | Added |
| IFC Advisors LLC | 3,065 | $209.3K | 0.03% | +3,065 | New |
| Orleans Capital Management Corp | 3,053 | $208.5K | 0.11% | +3,053 | New |
| Waterloo Capital, L.P. | 3,050 | $208.3K | 0.01% | +3,050 | New |
| Ipswich Investment Management Co., Inc. | 3,050 | $208.3K | 0.04% | +3,050 | New |
| Dudley Capital Management, LLC | 3,047 | $208.1K | 0.08% | −198−6.1% | Reduced |
| Fiducient Advisors LLC | 3,032 | $207.1K | 0.03% | +3,032 | New |
| Moss Adams Wealth Advisors LLC | 3,029 | $206.8K | 0.01% | +3,029 | New |
| Win Advisors, Inc | 3,020 | $206.2K | 0.07% | +3,020 | New |
| First Heartland Consultants, Inc. | 3,016 | $206.0K | 0.01% | +3,016 | New |
| Mechanics Financial Corp | 3,000 | $204.9K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,991 | $204.3K | 0.01% | +2,991 | New |
| Cascades Capital Asset Management, LLC | 2,990 | $204.2K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,984 | $203.8K | 0.00% | +2,984 | New |
| E Fund Management Co., Ltd. | 2,982 | $203.6K | 0.00% | +2,982 | New |
| WealthTrust Axiom LLC | 2,979 | $203.5K | 0.05% | +2,979 | New |
| Steigerwald, Gordon & Koch Inc. | 2,978 | $203.3K | 0.02% | +5+0.2% | Added |
| Partners in Financial Planning | 2,973 | $203.0K | 0.03% | +2,973 | New |
| Widmann Financial Services, Inc. | 2,961 | $202.2K | 0.11% | −400−11.9% | Reduced |
| RB Capital Management, LLC | 2,961 | $202.2K | 0.04% | +2,961 | New |
| Carolina Wealth Management Inc | 2,954 | $201.7K | 0.09% | +2,954 | New |
| Norden Group LLC | 2,954 | $201.7K | 0.02% | +2,954 | New |
| Washington Trust Co | 2,949 | $201.4K | 0.01% | +2,949 | New |
| Newman Dignan & Sheerar, Inc. | 2,935 | $200.4K | 0.04% | +2,935 | New |
| Founders Financial Securities LLC | 2,931 | $200.2K | 0.01% | +2,931 | New |
| Aspiriant, LLC | 2,930 | $200.1K | 0.00% | +2,930 | New |
| BKM Wealth Management, LLC | 2,900 | $198.0K | 0.07% | +2,900 | New |
| Providence Capital Advisors, LLC | 2,839 | $193.9K | 0.03% | +2,839 | New |
| Basecamp Wealth Advisors LLC | 2,825 | $192.9K | 0.04% | −39−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,825 | $192.9K | 0.02% | +46+1.7% | Added |
| Duncker Streett & Co Inc | 2,812 | $192.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,770 | $189.2K | 0.01% | +406+17.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,733 | $186.6K | 0.00% | +33+1.2% | Added |
| Atlantic Private Wealth, LLC | 2,731 | $186.5K | 0.11% | +18+0.7% | Added |
| Cromwell Holdings LLC | 2,684 | $183.3K | 0.08% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 2,665 | $182.0K | 0.22% | +2,665 | New |
| Delta Asset Management LLC | 2,544 | $173.7K | 0.02% | −82−3.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,503 | $170.9K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2,500 | $170.7K | 0.11% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,435 | $166.3K | 0.06% | +226+10.2% | Added |
| Onefund, LLC | 2,394 | $163.5K | 0.09% | +47+2.0% | Added |
| Washington Trust Advisors, Inc. | 2,361 | $161.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,360 | $161.0K | 0.00% | +99+4.4% | Added |
| Crews Bank & Trust | 2,257 | $154.1K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,221 | $151.0K | 0.04% | +396+21.7% | Added |
| Costello Asset Management, INC | 2,200 | $150.2K | 0.05% | +1,600+266.7% | Added |
| BNP Paribas | 2,200 | $149.9K | 0.00% | −500−18.5% | Reduced |
| Larson Financial Group LLC | 2,178 | $148.7K | 0.00% | −979−31.0% | Reduced |
| Parkside Financial Bank & Trust | 2,156 | $147.2K | 0.01% | +9+0.4% | Added |
| Asset Planning,Inc | 2,142 | $146.3K | 0.09% | +3+0.1% | Added |
| Ankerstar Wealth, LLC | 2,110 | $144.2K | 0.12% | +15+0.7% | Added |
| Sittner & Nelson, LLC | 2,107 | $143.9K | 0.05% | +9+0.4% | Added |
| Navigoe, LLC | 2,099 | $143.0K | 0.07% | +10+0.5% | Added |
| Avalon Trust Co | 2,080 | $142.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,066 | $141.1K | 0.00% | −21,604−91.3% | Reduced |
| First National Bank | 2,042 | $139.4K | 0.06% | +2,042 | New |
| Atlas Capital Advisors LLC | 2,038 | $139.2K | 0.02% | +1,076+111.9% | Added |
| First Financial Corp | 2,000 | $136.6K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,996 | $136.3K | 0.02% | +29+1.5% | Added |
| Tradewinds Capital Management, LLC | 1,982 | $135.3K | 0.02% | +19+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,920 | $131.1K | 0.01% | +342+21.7% | Added |
| GGM Financials LLC | 1,852 | $126.4K | 0.05% | +18+1.0% | Added |
| City State Bank | 1,806 | $123.3K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,757 | $120.0K | 0.02% | +1,757 | New |
| Cape Investment Advisory, Inc. | 1,755 | $119.8K | 0.03% | +1,755 | New |
| Fairway Wealth LLC | 1,750 | $119.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,740 | $118.8K | 0.02% | +1,600+1,142.9% | Added |
| Glen Eagle Advisors, LLC | 1,737 | $118.6K | 0.01% | +712+69.5% | Added |
| Independence Bank of Kentucky | 1,701 | $116.2K | 0.01% | −225−11.7% | Reduced |
| Alpine Bank Wealth Management | 1,692 | $115.5K | 0.01% | +1,692 | New |
| Y.D. More Investments Ltd | 1,691 | $115.5K | 0.00% | +61+3.7% | Added |
| Union Savings Bank | 1,679 | $114.7K | 0.05% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,663 | $113.6K | 0.04% | −1,749−51.3% | Reduced |
| SHP Wealth Management | 1,659 | $113.3K | 0.01% | +39+2.4% | Added |
| Crewe Advisors LLC | 1,657 | $113.2K | 0.01% | +26+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,623 | $110.9K | 0.04% | +37+2.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,600 | $109.3K | 0.03% | +560+53.8% | Added |
| Silvant Capital Management LLC | 1,591 | $108.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,579 | $107.8K | 0.01% | −137−8.0% | Reduced |
| Optiver Holding B.V. | 1,548 | $105.7K | 0.00% | +1,149+288.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,541 | $105.3K | 0.02% | −409−21.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,533 | $104.7K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,490 | $101.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,410 | $96.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,393 | $95.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,384 | $94.5K | 0.01% | +40+3.0% | Added |
| LifeSteps Financial, Inc. | 1,364 | $93.1K | 0.04% | +1,364 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,364 | $93.1K | 0.00% | −1,100−44.6% | Reduced |
| Montgomery Financial Services LLC | 1,350 | $92.2K | 0.08% | +1,350 | New |
| Planning Strategies Inc. | 1,336 | $91.2K | 0.06% | +1,336 | New |
| Walleye Capital LLC | 1,294 | $88.4K | 0.00% | −4,944−79.3% | Reduced |
| Zions Bancorporation, National Association | 1,278 | $87.3K | 0.01% | +35+2.8% | Added |
| GHP Investment Advisors, Inc. | 1,271 | $86.8K | 0.00% | +12+1.0% | Added |
| Private Wealth Management Group, LLC | 1,252 | $85.5K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,250 | $85.4K | 0.00% | +1,250 | New |
| PlanVest Financial, Inc | 1,240 | $84.7K | 0.06% | +4+0.3% | Added |