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 |
|---|---|---|---|---|---|
| Country Trust Bank | 347 | $23.7K | 0.00% | +76+28.0% | Added |
| Covestor Ltd | 325 | $22.0K | 0.01% | +17+5.5% | Added |
| Avion Wealth | 335 | $22.0K | 0.00% | +42+14.3% | Added |
| Joseph Group Capital Management | 316 | $21.6K | 0.00% | −52−14.1% | Reduced |
| Fortitude Family Office, LLC | 310 | $21.2K | 0.00% | +75+31.9% | Added |
| Buck Wealth Strategies, LLC | 302 | $20.6K | 0.00% | +302 | New |
| Highland Investment Advisors LLC | 302 | $20.6K | 0.01% | +302 | New |
| ESL Trust Services, LLC | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 300 | $20.5K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 298 | $20.4K | 0.01% | +298 | New |
| Park Place Capital Corp | 293 | $20.0K | 0.00% | +133+83.1% | Added |
| Kroeger Financial Partners | 289 | $19.7K | 0.02% | +289 | New |
| Westfuller Advisors, LLC | 287 | $19.6K | 0.01% | −26−8.3% | Reduced |
| Signature Equity Partners, LLC | 286 | $19.5K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 285 | $19.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 280 | $19.1K | 0.01% | −9,834−97.2% | Reduced |
| Miller Wealth Advisors, LLC | 280 | $19.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 276 | $18.8K | 0.00% | +276 | New |
| Johnson Financial Group, Inc. | 275 | $18.8K | 0.00% | −19−6.5% | Reduced |
| BankPlus Trust Department | 268 | $18.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 265 | $18.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 263 | $18.0K | 0.00% | +75+39.9% | Added |
| Security National Bank | 259 | $17.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 258 | $17.6K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 256 | $17.5K | 0.01% | −31−10.8% | Reduced |
| Cornerstone Financial Management LLC | 255 | $17.4K | 0.01% | +137+116.1% | Added |
| True Wealth Design, LLC | 253 | $17.3K | 0.00% | +51+25.2% | Added |
| Trust Co | 252 | $17.2K | 0.00% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 250 | $17.1K | 0.00% | +250 | New |
| Ares Financial Consulting, LLC | 247 | $16.9K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $16.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 244 | $16.7K | 0.01% | +59+31.9% | Added |
| Highline Wealth Partners LLC | 239 | $16.3K | 0.00% | +17+7.7% | Added |
| Pingora Partners LLC | 235 | $16.0K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 232 | $15.8K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 250 | $15.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 224 | $15.3K | 0.00% | +1+0.4% | Added |
| Ameriflex Group, Inc. | 222 | $15.2K | 0.01% | −176−44.2% | Reduced |
| First Pacific Financial | 221 | $15.1K | 0.00% | +221 | New |
| Prestige Wealth Management Group LLC | 214 | $14.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $14.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 209 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 206 | $14.1K | 0.00% | +8+4.0% | Added |
| 1015 Capital Partners, LLC | 204 | $13.9K | 0.01% | +2+1.0% | Added |
| Operose Advisors LLC | 200 | $13.7K | 0.00% | −94−32.0% | Reduced |
| Cetera Trust Company, N.A | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 184 | $12.6K | 0.00% | +8+4.5% | Added |
| Lloyd Advisory Services, LLC. | 176 | $12.0K | 0.00% | +176 | New |
| NVWM, LLC | 173 | $11.8K | 0.00% | +5+3.0% | Added |
| SJS Investment Consulting Inc. | 170 | $11.6K | 0.00% | +44+34.9% | Added |
| Pacific Center for Financial Services | 168 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 166 | $11.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 165 | $11.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 163 | $11.1K | 0.00% | −224−57.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 160 | $10.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 155 | $10.6K | 0.00% | +2+1.3% | Added |
| Newton One Investments LLC | 155 | $10.6K | 0.00% | +2+1.3% | Added |
| Tounjian Advisory Partners, LLC | 150 | $10.3K | 0.00% | −24,200−99.4% | Reduced |
| Barrett & Company, Inc. | 150 | $10.2K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 150 | $10.2K | 0.01% | +38+33.9% | Added |
| New England Capital Financial Advisors LLC | 148 | $10.1K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 145 | $9.90K | 0.00% | +16+12.4% | Added |
| Marquette Asset Management, LLC | 142 | $9.70K | 0.00% | −41−22.4% | Reduced |
| Wall Street Access Asset Management, LLC | 138 | $9.43K | 0.00% | +138 | New |
| Markowski Investments | 138 | $9.42K | 0.00% | +138 | New |
| Prosperity Bancshares Inc | 134 | $9.15K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 126 | $8.61K | 0.00% | −68−35.1% | Reduced |
| Bayban | 125 | $8.54K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 121 | $8.26K | 0.00% | +58+92.1% | Added |
| Bay Harbor Wealth Management, LLC | 120 | $8.20K | 0.00% | +27+29.0% | Added |
| Community Financial Services Group, LLC | 120 | $8.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $8.06K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 116 | $7.92K | 0.00% | +44+61.1% | Added |
| Kilter Group LLC | 115 | $7.85K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 113 | $7.72K | 0.00% | +74+189.7% | Added |
| Bank of New Hampshire | 110 | $7.51K | 0.00% | −3,690−97.1% | Reduced |
| Vision Financial Markets LLC | 106 | $7.17K | 0.01% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 103 | $7.03K | 0.00% | +19+22.6% | Added |
| Activest Wealth Management | 97 | $6.62K | 0.00% | +97 | New |
| Allied Private Wealth LLC | 89 | $6.22K | 0.00% | +89 | New |
| Measured Wealth Private Client Group, LLC | 91 | $6.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 82 | $5.61K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 82 | $5.60K | 0.01% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 78 | $5.54K | 0.00% | +78 | New |
| Clark Wealth Partners | 73 | $4.99K | 0.00% | −12−14.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 72 | $4.92K | 0.00% | +4+5.9% | Added |
| Accordant Advisory Group Inc | 71 | $4.85K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 70 | $4.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $4.78K | 0.00% | +32+84.2% | Added |
| Key Capital Management, INC | 66 | $4.51K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 62 | $4.23K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $4.10K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 60 | $4.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 59 | $4.03K | 0.00% | +7+13.5% | Added |
| Ogorek Anthony Joseph | 65 | $4.00K | 0.00% | 00.0% | Unchanged |