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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 11,345 | $774.8K | 0.02% | −342−2.9% | Reduced |
| United Advisor Group, LLC | 11,328 | $773.6K | 0.08% | +2,609+29.9% | Added |
| GWN Securities Inc. | 11,242 | $767.7K | 0.13% | −415−3.6% | Reduced |
| Northern Oak Wealth Management Inc | 11,219 | $766.1K | 0.09% | −14,288−56.0% | Reduced |
| Invst, LLC | 11,208 | $765.4K | 0.07% | −163−1.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $764.8K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 11,151 | $761.5K | 0.02% | +37+0.3% | Added |
| Nicolet Bankshares Inc | 11,064 | $760.1K | 0.02% | −1,270−10.3% | Reduced |
| Adams Wealth Management | 11,091 | $757.4K | 0.15% | +1,198+12.1% | Added |
| AlphaStar Capital Management, LLC | 11,072 | $756.1K | 0.05% | −393−3.4% | Reduced |
| Sax Wealth Advisors, LLC | 12,180 | $752.9K | 0.03% | +3,571+41.5% | Added |
| Bay Capital Advisors, LLC | 10,952 | $747.9K | 0.40% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 10,904 | $744.6K | 0.14% | −26,985−71.2% | Reduced |
| Joel Isaacson & Co., LLC | 10,901 | $744.4K | 0.02% | +256+2.4% | Added |
| Chickasaw Capital Management LLC | 10,872 | $742.0K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 10,845 | $740.6K | 0.01% | +10,845 | New |
| Vontobel Holding Ltd. | 10,823 | $739.1K | 0.00% | −532−4.7% | Reduced |
| Liberty One Investment Management, LLC | 10,802 | $737.7K | 0.07% | −301−2.7% | Reduced |
| Vanguard Capital Wealth Advisors | 10,800 | $737.5K | 0.50% | −4,100−27.5% | Reduced |
| Romano Brothers and Company | 10,794 | $737.1K | 0.07% | −338−3.0% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 10,784 | $736.4K | 0.38% | +1,838+20.5% | Added |
| Advisory Alpha, LLC | 10,754 | $734.5K | 0.02% | +1,959+22.3% | Added |
| New Republic Capital, LLC | 10,705 | $731.1K | 0.17% | +3,784+54.7% | Added |
| Stony Point Wealth Management Inc. | 10,673 | $728.8K | 0.26% | −372−3.4% | Reduced |
| Integrity Alliance, LLC. | 10,617 | $725.1K | 0.02% | +10,617 | New |
| Sumitomo Life Insurance Co | 10,557 | $720.9K | 0.01% | −670−6.0% | Reduced |
| Wedbush Securities Inc | 10,365 | $708.0K | 0.02% | −4,970−32.4% | Reduced |
| Plimoth Trust Co LLC | 10,360 | $707.5K | 0.14% | −420−3.9% | Reduced |
| Gsa Capital Partners LLP | 10,360 | $707.0K | 0.04% | −16,350−61.2% | Reduced |
| Fidelis Capital Partners, LLC | 10,328 | $705.3K | 0.04% | +6+0.1% | Added |
| Chemung Canal Trust Co | 10,319 | $704.7K | 0.13% | −145−1.4% | Reduced |
| Ingalls & Snyder LLC | 10,271 | $701.0K | 0.02% | −650−6.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,203 | $696.8K | 0.01% | +10,203 | New |
| Capital Asset Advisory Services LLC | 10,189 | $695.8K | 0.03% | +1,125+12.4% | Added |
| Cresset Asset Management, LLC | 10,179 | $695.1K | 0.00% | +4,167+69.3% | Added |
| Slocum, Gordon & Co LLP | 10,152 | $693.3K | 0.46% | −713−6.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,133 | $692.0K | 0.26% | −33−0.3% | Reduced |
| Hughes Financial Services, LLC | 10,071 | $687.7K | 0.09% | +43+0.4% | Added |
| Advisors Capital Management, LLC | 10,014 | $683.9K | 0.01% | +2,555+34.3% | Added |
| Verdence Capital Advisors LLC | 10,009 | $683.5K | 0.04% | −1,744−14.8% | Reduced |
| Rbo & Co LLC | 10,000 | $682.9K | 0.11% | −7,976−44.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 10,000 | $682.9K | 0.03% | +10,000 | New |
| Catalyst Financial Partners LLC | 9,978 | $681.4K | 0.07% | −1,162−10.4% | Reduced |
| Triangle Securities Wealth Management | 9,974 | $681.1K | 0.14% | +1,181+13.4% | Added |
| Foundations Investment Advisors, LLC | 9,949 | $679.4K | 0.01% | +385+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 9,936 | $678.5K | 0.01% | −257−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 9,931 | $678.2K | 0.02% | +1,006+11.3% | Added |
| Welch Group, LLC | 9,909 | $676.7K | 0.02% | +419+4.4% | Added |
| South State Corp. | 9,899 | $676.0K | 0.03% | +81+0.8% | Added |
| Smith, Moore & Co. | 9,875 | $674.4K | 0.04% | +43+0.4% | Added |
| Syon Capital LLC | 9,835 | $671.6K | 0.03% | +908+10.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,833 | $671.5K | 0.07% | −309−3.0% | Reduced |
| Premier Path Wealth Partners, LLC | 9,795 | $668.9K | 0.08% | +168+1.7% | Added |
| Capital International Sarl | 9,795 | $668.9K | 0.01% | −1,046−9.6% | Reduced |
| Rockland Trust Co | 9,787 | $668.4K | 0.03% | −86−0.9% | Reduced |
| Modera Wealth Management, LLC | 9,771 | $667.3K | 0.01% | +109+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 9,687 | $661.5K | 0.04% | −1,710−15.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,611 | $656.3K | 0.06% | −65−0.7% | Reduced |
| Avantra Family Wealth, Inc. | 9,578 | $654.1K | 0.42% | +9,578 | New |
| Sharp Financial Services, LLC | 9,516 | $649.9K | 0.30% | −1,000−9.5% | Reduced |
| Citizens Financial Group Inc | 9,472 | $646.9K | 0.01% | +2,708+40.0% | Added |
| Wedbush Fund Advisers, LLC | 9,449 | $645.3K | 0.06% | +9,449 | New |
| Legacy Financial Independent Advisors LLC | 9,398 | $641.8K | 0.30% | −12,452−57.0% | Reduced |
| Fragasso Group Inc. | 9,379 | $640.5K | 0.03% | −17−0.2% | Reduced |
| Wolverine Asset Management LLC | 9,378 | $640.4K | 0.01% | +4,579+95.4% | Added |
| Edgestream Partners, L.P. | 9,375 | $640.2K | 0.02% | −236,211−96.2% | Reduced |
| 1620 Investment Advisors, Inc. | 9,372 | $640.0K | 0.40% | −24−0.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,366 | $639.6K | 0.09% | +9,362+234,050.0% | Added |
| Cidel Asset Management Inc | 9,258 | $632.2K | 0.03% | +212+2.3% | Added |
| Chesapeake Wealth Management | 9,211 | $629.0K | 0.18% | +3,933+74.5% | Added |
| Boothbay Fund Management, LLC | 9,143 | $624.4K | 0.01% | +5,060+123.9% | Added |
| Hardin Capital Partners, LLC | 8,977 | $619.1K | 0.29% | −299−3.2% | Reduced |
| Hayek Kallen Investment Management | 9,028 | $616.0K | 0.19% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8,977 | $613.0K | 0.06% | +84+0.9% | Added |
| LVM Capital Management Ltd | 8,980 | $613.0K | 0.05% | +8,980 | New |
| Kesler, Norman & Wride, LLC | 8,899 | $607.7K | 0.10% | +8,899 | New |
| VeraBank, N.A. | 8,764 | $598.5K | 0.10% | −597−6.4% | Reduced |
| RFG Advisory, LLC | 8,737 | $596.7K | 0.01% | +2,298+35.7% | Added |
| Camelot Portfolios, LLC | 8,728 | $596.1K | 0.42% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,666 | $591.8K | 0.04% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 8,651 | $590.8K | 0.21% | +7+0.1% | Added |
| Stonebridge Financial Group, LLC | 8,647 | $590.0K | 0.08% | +8,647 | New |
| Huber Capital Management LLC | 8,635 | $589.7K | 0.09% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 8,626 | $589.1K | 0.00% | −10,937−55.9% | Reduced |
| United Asset Strategies, Inc. | 8,562 | $584.7K | 0.04% | −66−0.8% | Reduced |
| Archetype Wealth Partners | 8,505 | $581.0K | 0.07% | +47+0.6% | Added |
| SS&H Financial Advisors, Inc. | 8,493 | $580.0K | 0.15% | +8,493 | New |
| Phoenix Wealth Advisors | 8,459 | $577.7K | 0.19% | +88+1.1% | Added |
| Wealth Science Advisors LLC | 8,458 | $577.6K | 0.26% | +8,458 | New |
| Carnegie Capital Asset Management, LLC | 8,429 | $575.6K | 0.01% | +336+4.2% | Added |
| Walleye Trading LLC | 8,412 | $574.5K | 0.01% | +8,412 | New |
| Nations Financial Group Inc, | 8,396 | $573.4K | 0.03% | −564−6.3% | Reduced |
| Aprio Wealth Management, LLC | 8,395 | $573.3K | 0.03% | +1,989+31.0% | Added |
| Birchcreek Wealth Management, LLC | 8,376 | $572.0K | 0.22% | +325+4.0% | Added |
| Bayshore Asset Management, LLC | 8,324 | $568.4K | 0.20% | +8,324 | New |
| Key Financial Inc | 8,221 | $561.4K | 0.09% | −2,341−22.2% | Reduced |
| Cigna Investments Inc | 8,210 | $561.0K | 0.07% | +178+2.2% | Added |
| Empower Advisory Group, LLC | 8,213 | $560.9K | 0.00% | −1,006,624−99.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,183 | $558.8K | 0.41% | −10−0.1% | Reduced |
| V-Square Quantitative Management LLC | 8,183 | $558.8K | 0.05% | 00.0% | Unchanged |