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Disclosery

D DOMINION ENERGY INC

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Stock (common), issuer CIK 715957

1,328 managers (1,352 13F filers) reported a position in D shares at 2025-06-30, 695,963,963 shares in all. 86 filers opened a position and 146 filers sold out during the quarter.

Managers
1,328
13F filers
1,352
New
86
Added
556
Reduced
459
Sold out
146
Shares held by filers
695,963,963

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
A. D. Beadell Investment Counsel, Inc.6,625$374K0.29%-37513F-HRTimeline
Cresset Asset Management, LLC6,617$374K<0.01%-12,00513F-HR/ATimeline
Hudock, Inc.6,608$374K0.06%+513F-HRTimeline
Abacus Planning Group, Inc.6,574$372K0.06%-30113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,573$372K0.02%-12,53413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,559$371K0.01%-9013F-HRTimeline
Campbell Deegan Wealth Management, LLC6,542$370K0.36%+11313F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,540$370K0.18%013F-HRTimelineGroup
Centurion Wealth Management LLC6,504$368K0.11%+7113F-HRTimeline
HEADINVEST, LLC6,477$366K0.08%-1,67013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,478$366K0.01%013F-HRTimelineGroup
OLIO Financial Planning6,464$365K0.12%+60313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,442$364K0.02%+1,33313F-HRTimelineGroup
Composition Wealth, LLC6,442$364K0.01%+1,20013F-HRTimeline
Thrive Capital Management, LLC6,420$363K0.11%+713F-HRTimeline
Busey Bank6,419$363K0.01%-24313F-HRTimeline
Smith Group Asset Management, LLC6,400$362K0.02%013F-HRTimeline
LCNB CORP6,331$358K0.13%+28313F-HRTimeline
MONTAG A & ASSOCIATES INC6,316$357K0.02%013F-HRTimeline
Mechanics Bank Trust Department6,260$354K0.05%-1,48013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC6,238$353K0.04%-1,18013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,234$352K0.14%+18813F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC6,198$350K0.3%-60013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,166$348K0.02%+2,07413F-HRTimeline
EVOKE WEALTH, LLC6,147$347K0.01%+1,82913F-HRTimeline
Walker Asset Management, LLC6,077$343K0.2%-113F-HRTimeline
Clarius Group, LLC6,072$343K0.02%-27613F-HRTimeline
Curat Global, LLC6,065$343K0.33%013F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group6,015$340K0.04%-36013F-HRTimelineGroup
Edgestream Partners, L.P.6,013$340K0.01%new13F-HRTimeline
United Advisor Group, LLC6,012$340K0.06%+35513F-HRTimeline
Hummer Financial Advisory Services Inc6,001$339K0.25%013F-HRTimeline
Brown Miller Wealth Management, LLC6,000$339K0.11%+1413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,975$338K0.06%013F-HRTimeline
Financial Sense Advisors, Inc.5,970$337K0.08%+913F-HRTimeline
Cullen Capital Management, LLC5,936$336K<0.01%-94313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,912$334K0.03%new13F-HRTimeline
Optas, LLC5,908$334K0.06%new13F-HRTimeline
SBI Securities Co., Ltd.5,882$332K0.01%+29513F-HRTimeline
CX Institutional5,879$332K0.01%-6513F-HR/ATimeline
Aviance Capital Partners, LLC5,868$332K0.04%+23113F-HRTimeline
Dynamic Advisor Solutions LLC5,856$331K0.01%-16613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,840$330K<0.01%-1,18913F-HRTimeline
Northwest Bancshares, Inc.5,829$329K0.06%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,824$329K0.15%-11313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,818$329K0.01%+8113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,817$329K0.1%-4,84413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,817$329K0.01%-15013F-HR/ATimeline
ASPIRIANT, LLC5,794$327K0.01%-1713F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,789$327K0.06%-44713F-HRTimeline
Smithfield Trust Co5,800$327K0.02%013F-HRTimeline
Fruth Investment Management5,799$327K0.09%-22613F-HRTimeline
Smartleaf Asset Management LLC5,835$326K0.03%-64013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,763$326K0.07%013F-HRTimeline
Graypoint LLC5,754$325K0.02%-49813F-HRTimeline
denkapparat Operations GmbH5,696$322K0.26%-2,05613F-HRTimeline
Triad Wealth Partners, LLC5,686$321K0.06%+65613F-HRTimeline
ADIRONDACK TRUST CO5,672$321K0.12%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,670$320K0.31%-13013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,657$320K0.02%+5713F-HRTimeline
Fragasso Financial Advisors Inc5,649$319K0.02%-24613F-HRTimeline
THOMPSON DAVIS & CO., INC.5,628$318K0.22%-23413F-HR/ATimeline
Pine Valley Investments Ltd Liability Co5,600$317K0.02%-6013F-HRTimeline
Sequent Planning LLC5,597$316K0.1%new13F-HRTimeline
Northstar Advisory Group, LLC5,557$314K0.15%-18013F-HRTimeline
Formidable Asset Management, LLC5,587$313K0.05%013F-HRTimeline
IFG Advisory, LLC5,512$312K0.02%+1713F-HRTimeline
NDWM LLC5,500$311K0.23%new13F-HRTimeline
Howard Capital Management, LLC5,479$310K<0.01%+53313F-HRTimeline
IFC Advisors LLC5,452$308K0.06%-14413F-HRTimeline
Hartford Financial Management Inc.5,435$307K0.08%-26,00013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,385$304K0.01%+1,64413F-HRTimeline
SFMG, LLC5,350$302K0.02%-1313F-HRTimeline
Blue Fin Capital, Inc.5,292$299K0.05%-1113F-HRTimeline
Berger Financial Group, Inc5,266$298K0.02%+2413F-HRTimeline
First Command Advisory Services, Inc.5,183$293K<0.01%013F-HRTimeline
MATHER GROUP, LLC.5,176$293K<0.01%+16913F-HRTimeline
Bullock Wealth Management Group5,069$292K0.15%-11813F-HRTimeline
Sowell Financial Services LLC5,130$290K0.01%-46513F-HRTimeline
Manske Wealth Management5,122$289K0.1%+413F-HRTimeline
Compass Ion Advisors, LLC5,112$289K0.03%-913F-HRTimeline
Campion Asset Management5,101$288K0.22%-20013F-HRTimeline
Interchange Capital Partners, LLC5,100$288K0.07%+20313F-HR/ATimeline
Sage Mountain Advisors LLC5,100$288K0.02%new13F-HRTimeline
HF Advisory Group, LLC5,087$288K0.11%-13413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,084$287K0.05%+27013F-HRTimeline
Strive Asset Management, LLC5,080$287K0.17%-5,50813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,076$287K0.03%-70813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,072$287K<0.01%+1,11813F-HRTimelineGroup
Chicago Partners Investment Group LLC4,907$286K0.01%+85813F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,031$284K0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC5,005$283K0.17%13F-HRTimeline
Longview Financial Advisors, Inc.4,996$282K0.24%-1013F-HRTimeline
Sivia Capital Partners, LLC4,995$282K0.1%-37213F-HR/ATimeline
Versant Capital Management, Inc4,987$282K0.04%+13013F-HRTimeline
Citizens National Bank Trust Department4,973$281K0.06%013F-HRTimeline
Checchi Capital Advisers, LLC4,961$280K0.02%-68113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,615$279K0.02%+69613F-HRTimelineGroup
Tull Financial Group, Inc.4,907$277K0.13%new13F-HRTimeline
PRIVATE TRUST CO NA4,891$276K0.03%-29213F-HRTimeline
WHITTIER TRUST CO4,852$274K<0.01%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,842$274K0.05%013F-HRTimeline
Aaron Wealth Advisors LLC4,832$273K0.03%-64713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,800$271K0.01%-1,51413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,799$271K<0.01%013F-HRTimelineGroup
Alpha Cubed Investments, LLC4,798$271K0.01%-38913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,790$271K0.14%-2,55013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,763$269K<0.01%-55013F-HRTimeline
Herold Advisors, Inc.4,760$269K0.06%013F-HRTimeline
AdvisorNet Financial, Inc4,758$269K0.02%+2513F-HRTimeline
Larson Financial Group LLC4,746$268K0.01%+3,16113F-HRTimeline
Kinloch Capital, LLC4,742$268K0.12%+313F-HRTimeline
Prossimo Advisors, LLC4,735$268K0.22%+80313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,738$268K0.01%+27013F-HRTimeline
Investment Partners Asset Management, I…4,729$267K0.19%013F-HRTimeline
GWN SECURITIES INC.4,701$267K0.05%-1,59113F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,712$266K0.01%-53213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,705$266K<0.01%-75513F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT4,701$266K0.01%013F-HRTimeline
SVB WEALTH LLC4,669$264K0.01%-1,41713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,661$263K0.04%-2,09313F-HRTimeline
Violich Capital Management, Inc.4,655$263K0.04%-20013F-HRTimeline
Intrua Financial, LLC4,642$262K0.04%-1213F-HRTimeline
Clare Market Investments LLC4,618$261K0.06%new13F-HRTimeline
Advisory Alpha, LLC4,600$260K0.01%new13F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,600$260K<0.01%013F-HRTimeline
Balboa Wealth Partners4,594$260K0.05%+61013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,586$259K<0.01%+64613F-HRTimelineGroup
Meridian Financial Advisors, LLC4,583$259K0.17%-16413F-HRTimeline
Regal Investment Advisors LLC4,557$258K0.02%new13F-HRTimeline
Ridgewood Investments LLC4,552$257K0.11%-11,29313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.4,550$257K0.03%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,548$257K0.12%-27913F-HRTimeline
Rehmann Capital Advisory Group4,541$257K0.02%-1,17813F-HRTimeline
WEALTH ALLIANCE, LLC4,539$257K0.03%+76013F-HRTimeline
CAMDEN NATIONAL BANK4,532$256K0.04%-80713F-HRTimeline
PDS Planning, Inc4,525$256K0.02%-23313F-HRTimeline
MKT Advisors LLC4,428$255K0.1%+413F-HRTimeline
Second Half Financial Partners, LLC4,482$253K0.12%-2413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,461$252K0.09%013F-HRTimelineGroup
Aspect Partners, LLC4,461$252K0.12%+1613F-HRTimeline
SYON CAPITAL LLC4,449$251K0.02%+63413F-HRTimeline
MBB PUBLIC MARKETS I LLC4,428$250K0.03%-1,03413F-HRTimeline
Chesapeake Wealth Management4,401$249K0.08%-52913F-HRTimeline
FIRST UNITED BANK & TRUST4,388$248K0.09%-60413F-HRTimeline
PARK NATIONAL CORP /OH/4,378$247K0.01%013F-HRTimeline
Verdence Capital Advisors LLC4,365$247K0.02%-32313F-HRTimeline
CJM Wealth Advisers, Ltd.4,344$246K0.08%+2713F-HRTimeline
Nabity-Jensen Investment Management Inc4,341$245K0.18%-99513F-HRTimeline
JARISLOWSKY, FRASER Ltd4,336$245K<0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,327$245K0.1%-61813F-HRTimeline
DIVERSIFIED TRUST CO4,315$244K0.01%-1,11113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,298$243K0.01%-33513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,293$243K0.01%+38813F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,288$242K0.17%+3413F-HRTimeline
Reliant Investment Partners, LLC4,283$242K0.21%013F-HRTimeline
Old Port Advisors4,272$241K0.07%-1,28313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,267$241K0.02%-813F-HRTimeline
Pinnacle West Asset Management, Inc.4,270$241K0.17%-2513F-HRTimeline
Continuum Advisory, LLC4,263$241K0.03%+39513F-HRTimeline
Heritage Wealth Management, Inc.4,235$239K0.08%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,232$239K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MSH Capital Advisors LLC4,230$239K0.07%+513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,187$237K0.07%013F-HR/ATimeline
NorthStar Asset Management LLC /NJ/4,183$236K0.12%-3513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,182$236K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.4,160$235K0.05%new13F-HRTimeline
Oslo Pensjonsforsikring AS4,148$234K0.04%+1,43413F-HRTimeline
Nadler Financial Group, Inc.4,132$234K0.02%013F-HRTimeline
Boltwood Capital Management4,115$233K0.07%-7013F-HRTimeline
SevenBridge Financial Group, LLC3,788$232K0.04%new13F-HRTimeline
Sterling Investment Counsel, LLC4,101$232K0.14%-25013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,088$231K0.1%-71013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,088$231K0.12%+30013F-HRTimeline
one8zero8, LLC4,075$230K0.05%-2,58513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,070$230K<0.01%013F-HRTimeline
Ifrah Financial Services, Inc.4,068$230K0.06%-3513F-HRTimeline
Fee-Only Financial Planning, L.C.4,060$229K0.14%013F-HRTimeline
Alliance Wealth Advisors, LLC4,048$229K0.12%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,047$229K0.06%13F-HRTimeline
Physician Wealth Advisors, Inc.4,027$228K0.04%+4313F-HRTimeline
TRUST POINT INC.4,011$227K0.02%-35113F-HRTimeline
D.B. Root & Company, LLC4,002$226K0.07%+24613F-HRTimeline
Old North State Trust, LLC3,990$226K0.15%-21613F-HRTimeline
Arax Advisory Partners3,992$226K0.01%+86513F-HRTimeline
Athena Investment Management3,988$225K0.13%new13F-HRTimeline
Pines Wealth Management, LLC3,956$225K0.08%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,973$225K0.01%-9,45813F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,970$224K0.02%-40013F-HRTimelineGroup
Barnes Wealth Management Group, Inc3,970$224K0.13%+16913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,963$224K0.02%new13F-HRTimelineGroup
Tranquility Partners, LLC3,956$224K0.08%-9013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,953$223K0.02%new13F-HRTimelineGroup
Hollow Brook Wealth Management LLC3,950$223K0.07%013F-HRTimeline
Ballast, Inc.3,938$223K0.06%013F-HR/ATimeline
SEARLE & CO.3,937$223K0.06%013F-HRTimeline
Bank of New Hampshire3,920$222K0.06%-55013F-HRTimeline
Somerset Trust Co3,904$221K0.07%+12313F-HRTimeline
KFA Private Wealth Group, LLC3,886$220K0.07%+15113F-HRTimeline
Goodman Advisory Group, LLC3,884$220K0.07%-43,16613F-HRTimeline