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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 15,896 | $1.09M | 0.02% | +9,108+134.2% | Added |
| Sagespring Wealth Partners, LLC | 15,853 | $1.08M | 0.02% | +723+4.8% | Added |
| Frec Markets, Inc. | 15,809 | $1.08M | 0.10% | +9,635+156.1% | Added |
| Callan Family Office, LLC | 15,676 | $1.07M | 0.02% | −222−1.4% | Reduced |
| Founders Financial Alliance, LLC | 15,655 | $1.07M | 0.14% | −474−2.9% | Reduced |
| Haverford Trust Co | 15,624 | $1.07M | 0.01% | +201+1.3% | Added |
| Blue Edge Capital, LLC | 15,623 | $1.07M | 0.13% | −1,904−10.9% | Reduced |
| Oak Thistle LLC | 15,515 | $1.06M | 0.10% | +15,515 | New |
| Peoples Financial Services Corp. | 15,386 | $1.05M | 0.45% | −493−3.1% | Reduced |
| Prosperity Consulting Group, LLC | 15,295 | $1.04M | 0.04% | +262+1.7% | Added |
| Juno Financial Group LLC | 15,288 | $1.04M | 0.37% | −853−5.3% | Reduced |
| Jacobi Capital Management LLC | 15,130 | $1.03M | 0.05% | −141−0.9% | Reduced |
| Bokf, NA | 15,073 | $1.03M | 0.01% | −1,109−6.9% | Reduced |
| Jeppson Wealth Management, LLC | 15,034 | $1.03M | 0.30% | −70−0.5% | Reduced |
| Cito Capital Group, LLC | 15,000 | $1.02M | 0.28% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 16,312 | $1.02M | 0.02% | −2,079−11.3% | Reduced |
| Patten Group, Inc. | 14,916 | $1.02M | 0.16% | −209−1.4% | Reduced |
| Acorn Financial Advisory Services Inc | 14,750 | $1.01M | 0.13% | +1,135+8.3% | Added |
| Meridian Financial Partners LLC | 14,158 | $1.00M | 0.34% | +449+3.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 14,625 | $998.8K | 0.55% | +130+0.9% | Added |
| Keebeck Alpha, LP | 14,618 | $998.3K | 2.08% | +14,618 | New |
| Armis Advisers, LLC | 14,387 | $996.4K | 0.09% | −3,270−18.5% | Reduced |
| Geneos Wealth Management Inc. | 14,586 | $996.1K | 0.02% | +325+2.3% | Added |
| Atomi Financial Group, Inc. | 14,575 | $995.3K | 0.03% | +3,054+26.5% | Added |
| Pettyjohn, Wood & White, Inc | 14,551 | $993.7K | 0.14% | −137−0.9% | Reduced |
| Pittenger & Anderson Inc | 14,535 | $992.6K | 0.04% | +2,250+18.3% | Added |
| HBW Advisory Services LLC | 14,435 | $985.8K | 0.09% | −148−1.0% | Reduced |
| Bearing Point Capital, LLC | 14,400 | $983.4K | 0.13% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,381 | $982.1K | 0.00% | +6,822+90.3% | Added |
| Sovereign Financial Group, Inc. | 14,284 | $975.5K | 0.15% | −51−0.4% | Reduced |
| Keel Point, LLC | 14,264 | $974.1K | 0.06% | +347+2.5% | Added |
| Aptus Capital Advisors, LLC | 14,263 | $974.0K | 0.01% | +47+0.3% | Added |
| Navalign, LLC | 14,149 | $966.2K | 0.23% | −80−0.6% | Reduced |
| TCW Group Inc | 14,091 | $962.3K | 0.01% | −10.0% | Reduced |
| Miller Financial Services LLC | 14,041 | $958.9K | 0.78% | −300−2.1% | Reduced |
| HBK Sorce Advisory LLC | 14,014 | $956.7K | 0.02% | +1,386+11.0% | Added |
| Brighton Jones LLC | 13,952 | $952.8K | 0.02% | −905−6.1% | Reduced |
| Greenleaf Trust | 13,941 | $952.0K | 0.01% | +613+4.6% | Added |
| Paradigm Capital Management, LLC | 13,925 | $951.0K | 0.82% | −50−0.4% | Reduced |
| TCTC Holdings, LLC | 13,778 | $940.9K | 0.02% | 00.0% | Unchanged |
| WBI Investments | 13,770 | $940.4K | 0.23% | +13,770 | New |
| Kingswood Wealth Advisors, LLC | 13,752 | $939.3K | 0.04% | +2,615+23.5% | Added |
| Essex Financial Services, Inc. | 13,750 | $939.0K | 0.05% | −525−3.7% | Reduced |
| Agf Management Ltd | 13,737 | $938.1K | 0.00% | +5,259+62.0% | Added |
| Ronald Blue Trust, Inc. | 13,704 | $935.8K | 0.01% | −1,226−8.2% | Reduced |
| Summit Financial, LLC | 13,701 | $935.7K | 0.01% | +2,621+23.7% | Added |
| AlphaCore Capital LLC | 13,648 | $932.0K | 0.02% | −1,321−8.8% | Reduced |
| Harbour Investments, Inc. | 13,614 | $929.7K | 0.01% | −6,935−33.7% | Reduced |
| Financial Sense Advisors, Inc. | 13,614 | $929.7K | 0.18% | +16+0.1% | Added |
| Ballentine Partners, LLC | 13,577 | $927.2K | 0.01% | +177+1.3% | Added |
| Tema ETFs LLC | 13,576 | $927.1K | 0.03% | +1,305+10.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,390 | $914.4K | 0.00% | −2,900−17.8% | Reduced |
| Archford Capital Strategies, LLC | 13,390 | $914.4K | 0.09% | +151+1.1% | Added |
| Sigma Planning Corp | 13,352 | $911.8K | 0.02% | −659−4.7% | Reduced |
| Clarion Wealth Managment Partners, LLC | 13,346 | $911.4K | 0.74% | −278−2.0% | Reduced |
| Elm Partners Management LLC | 13,078 | $893.1K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 13,060 | $891.9K | 0.08% | −16−0.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 12,945 | $884.0K | 0.02% | +1,524+13.3% | Added |
| EP Wealth Advisors, LLC | 12,837 | $876.6K | 0.00% | +821+6.8% | Added |
| CWA Asset Management Group, LLC | 12,833 | $876.3K | 0.03% | −30,354−70.3% | Reduced |
| Insigneo Advisory Services, LLC | 12,791 | $873.5K | 0.03% | +623+5.1% | Added |
| Parcion Private Wealth LLC | 12,750 | $870.7K | 0.05% | −179−1.4% | Reduced |
| Csenge Advisory Group | 12,735 | $869.7K | 0.04% | −101−0.8% | Reduced |
| Simplicity Wealth,LLC | 12,732 | $869.5K | 0.03% | +504+4.1% | Added |
| Eagle Harbor Asset Management Inc | 12,691 | $866.6K | 0.68% | −202−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,672 | $865.4K | 0.04% | +586+4.8% | Added |
| Marco Investment Management LLC | 12,634 | $862.8K | 0.06% | −125−1.0% | Reduced |
| Holderness Investments Co | 12,556 | $857.4K | 0.14% | +31+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,543 | $856.5K | 0.09% | +6,195+97.6% | Added |
| Redwood Investment Management, LLC | 12,492 | $853.0K | 0.08% | −42−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,481 | $852.3K | 0.02% | −7,003−35.9% | Reduced |
| Hendershot Investments Inc. | 12,478 | $852.1K | 0.11% | −120−1.0% | Reduced |
| Saturna Capital CORP | 12,363 | $851.9K | 0.01% | −85−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,466 | $851.3K | 0.19% | +16+0.1% | Added |
| Glenview Trust Co | 12,357 | $843.9K | 0.01% | −4,157−25.2% | Reduced |
| Wedmont Private Capital | 11,921 | $835.4K | 0.02% | +460+4.0% | Added |
| Umb Bank N A | 12,204 | $833.4K | 0.01% | −554−4.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,200 | $833.1K | 0.44% | +15+0.1% | Added |
| Centennial Wealth Advisory LLC | 12,154 | $829.9K | 0.18% | −2,554−17.4% | Reduced |
| Paradigm Financial Partners, LLC | 12,142 | $829.2K | 0.08% | +446+3.8% | Added |
| Commonwealth Retirement Investments LLC | 12,082 | $825.1K | 0.22% | −60−0.5% | Reduced |
| Buckingham Strategic Partners | 12,077 | $824.7K | 0.01% | +12,077 | New |
| Rahlfs Capital, LLC | 12,050 | $822.9K | 0.60% | 00.0% | Unchanged |
| NTV Asset Management LLC | 11,966 | $817.1K | 0.08% | +470+4.1% | Added |
| Dover Advisors, LLC | 13,945 | $817.0K | 0.33% | −2,750−16.5% | Reduced |
| Ti-Trust, Inc | 11,929 | $814.6K | 0.44% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,885 | $811.6K | 0.02% | +23+0.2% | Added |
| Parallel Advisors, LLC | 11,871 | $810.7K | 0.01% | −799−6.3% | Reduced |
| Adalta Capital Management LLC | 11,835 | $808.2K | 0.35% | +35+0.3% | Added |
| Birch Hill Investment Advisors LLC | 11,817 | $807.0K | 0.03% | −270−2.2% | Reduced |
| BCGM Wealth Management, LLC | 11,801 | $805.9K | 0.17% | +364+3.2% | Added |
| Smartleaf Asset Management LLC | 11,635 | $805.0K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 11,731 | $801.1K | 0.03% | +49+0.4% | Added |
| Caldwell Trust Co | 11,706 | $799.4K | 0.06% | −3,305−22.0% | Reduced |
| Anchor Investment Management, LLC | 11,699 | $798.9K | 0.06% | −289−2.4% | Reduced |
| Main Street Group, LTD | 11,604 | $792.4K | 0.18% | −239−2.0% | Reduced |
| Maridea Wealth Management LLC | 11,493 | $784.9K | 0.09% | +2,224+24.0% | Added |
| Whittier Trust Co of Nevada Inc | 11,212 | $782.9K | 0.01% | −217−1.9% | Reduced |
| MONECO Advisors, LLC | 11,417 | $779.6K | 0.05% | +776+7.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,348 | $775.0K | 0.05% | +1,037+10.1% | Added |