DaveManuel.com · Institutional Ownership · Who Owns It
Dominion Energy, Inc. (D)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,567
Reporting holders
$49.1B
Reported value
0.6%
Calls
0.4%
Puts
+61
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | $5.0B | 73,855,890 | 0.70% | 31q | +50.8%+$1.7B |
| BlackRock, Inc. | $5.0B | 73,018,575 | 0.07% | 8q | -9.9%-$546.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.9B | 57,396,293 | 0.08% | 2q | +2.0%+$78.5M |
| STATE STREET CORP | $3.5B | 50,917,469 | 0.10% | 31q | +3.5%+$116.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1B | 45,067,363 | 0.14% | 2q | +1.4%+$44.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.8B | 40,867,860 | 0.48% | 31q | -14.1%-$459.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.4B | 20,030,451 | 0.43% | 31q | -24.8%-$446.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 19,792,934 | 0.07% | 31q | +3.8%+$49.7M |
| Dodge & Cox | $1.2B | 18,303,470 | 0.65% | 14q | -6.0%-$80.2M |
| JPMORGAN CHASE & CO | $1.1B incl. $34.6M options CALL+PUT | 14,884,625 | 0.06% | 31q | -33.5%-$535.9M |
| BANK OF AMERICA CORP /DE/ | $997.0M | 14,599,270 | 0.06% | 31q | -8.4%-$90.9M |
| Invesco Ltd. | $811.9M | 11,889,404 | 0.06% | 31q | +3.9%+$30.1M |
| NORGES BANK | $805.2M | 11,791,396 | 0.08% | 32q | +5.5%+$41.6M |
| MORGAN STANLEY | $762.8M | 11,169,924 | 0.04% | 35q | -1.1%-$8.1M |
| Bank of New York Mellon Corp | $697.4M | 10,212,160 | 0.11% | 31q | -18.9%-$162.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $675.7M | 9,894,768 | 1.97% | 9q | -12.8%-$99.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $573.2M | 8,393,727 | 0.06% | 31q | +31.8%+$138.4M |
| NORTHERN TRUST CORP | $526.1M | 7,703,375 | 0.06% | 31q | +3.1%+$15.9M |
| GOLDMAN SACHS GROUP INC | $480.5M incl. $887.8K options CALL | 7,022,714 | 0.04% | 31q | -10.7%-$57.8M |
| FMR LLC | $468.5M | 6,860,793 | 0.02% | 31q | +208.0%+$316.4M |
| Legal & General Group Plc | $467.4M | 6,843,654 | 0.10% | 31q | -9.0%-$46.0M |
| LONDON CO OF VIRGINIA | $466.7M | 6,834,123 | 2.66% | 31q | -1.6%-$7.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $410.8M | 6,014,946 | 0.05% | 31q | +3.6%+$14.1M |
| VANGUARD FIDUCIARY TRUST CO | $337.2M | 4,938,292 | 0.07% | 2q | +2.3%+$7.6M |
| BANK OF MONTREAL /CAN/ | $320.9M incl. $402.9K options CALL+PUT | 4,692,640 | 0.11% | 31q | +39.8%+$91.3M |
| MILLENNIUM MANAGEMENT LLC | $319.3M incl. $2.1M options CALL | 4,645,087 | 0.12% | 25q | +1043.9%+$291.4M |
| ROYAL BANK OF CANADA | $311.4M | 4,559,546 | 0.05% | 31q | +12.1%+$33.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $292.9M | 4,288,973 | 0.05% | 31q | +4.8%+$13.4M |
| WELLS FARGO & COMPANY/MN | $258.0M | 3,778,522 | 0.04% | 31q | +9.7%+$22.9M |
| Pentwater Capital Management LP | $239.0M | 3,500,000 | 1.46% | new | NEW |
| FRANKLIN RESOURCES INC | $222.5M | 3,258,156 | 0.05% | 31q | -40.2%-$149.6M |
| UBS Group AG | $212.8M incl. $7.0M options CALL+PUT | 3,012,305 | 0.03% | 31q | -20.0%-$53.3M |
| FIRST TRUST ADVISORS LP | $189.8M | 2,779,382 | 0.11% | 31q | +130.3%+$107.4M |
| Magellan Asset Management Ltd | $183.7M | 2,690,485 | 4.11% | 31q | -3.1%-$6.0M |
| DIMENSIONAL FUND ADVISORS LP | $183.3M | 2,683,787 | 0.03% | 31q | +5.0%+$8.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $182.5M incl. $177.3M options CALL+PUT | 76,552 | 0.01% | 31q | -77.7%-$637.9M |
| DEUTSCHE BANK AG\ | $176.7M | 2,586,797 | 0.05% | 34q | -2.5%-$4.6M |
| HSBC HOLDINGS PLC | $176.1M incl. $3.7M options CALL+PUT | 2,520,262 | 0.07% | 31q | -2.5%-$4.5M |
| Swiss National Bank | $169.3M | 2,479,120 | 0.09% | 31q | -1.1%-$1.8M |
| COHEN & STEERS, INC. | $160.2M | 2,345,231 | 0.25% | 15q | +20.1%+$26.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $145.6M | 2,132,121 | 0.08% | 31q | +10.3%+$13.6M |
| Sumitomo Mitsui Trust Group, Inc. | $133.7M | 1,957,830 | 0.08% | 31q | +3.1%+$4.0M |
| Nuveen, LLC | $132.4M | 1,938,108 | 0.03% | 6q | +2.3%+$2.9M |
| Amundi | $130.0M | 1,903,209 | 0.03% | 21q | -25.4%-$44.1M |
| CITADEL ADVISORS LLC | $129.3M incl. $96.4M options CALL+PUT | 482,136 | 0.01% | 31q | -87.5%-$905.7M |
| Vanguard Global Advisers, LLC | $129.3M | 1,893,390 | 0.06% | 2q | +1.6%+$2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $128.0M | 1,874,499 | 0.09% | 2q | +16.6%+$18.2M |
| BNP PARIBAS FINANCIAL MARKETS | $121.9M incl. $25.2M options CALL+PUT | 1,416,356 | 0.04% | 31q | +43.1%+$36.7M |
| ANTIPODES PARTNERS Ltd | $110.1M | 1,612,527 | 2.02% | 6q | HELD |
| CITIGROUP INC | $109.7M | 1,607,035 | 0.04% | 31q | +52.4%+$37.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $108.2M | 1,583,811 | 0.15% | new | NEW |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $107.2M | 1,569,402 | 1.01% | 31q | HELD |
| California Public Employees Retirement System | $105.1M | 1,539,582 | 0.06% | 31q | -2.3%-$2.5M |
| RHUMBLINE ADVISERS | $103.4M | 1,514,179 | 0.08% | 31q | +1.0%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $99.2M | 1,453,010 | 0.03% | 7q | -13.2%-$15.1M |
| ALLIANCEBERNSTEIN L.P. | $97.1M | 1,571,332 | 0.03% | 31q | +86.6%+$45.1M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $95.6M | 1,400,503 | 0.46% | 31q | -7.5%-$7.8M |
| NATIXIS ADVISORS, LLC | $95.0M | 1,390,897 | 0.11% | 31q | -22.3%-$27.3M |
| National Pension Service | $87.2M | 1,276,493 | 0.06% | 31q | +1.0%+$847.1K |
| MIZUHO MARKETS AMERICAS LLC | $85.3M | 1,248,800 | 1.34% | new | NEW |
| Pictet Asset Management Holding SA | $85.3M | 1,248,444 | 0.08% | 12q | -31.1%-$38.5M |
| Energy Income Partners, LLC | $84.2M | 1,233,506 | 1.32% | 10q | +2.5%+$2.1M |
| Magnetar Financial LLC | $83.3M | 1,219,394 | 0.76% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $82.6M | 1,190,474 | 0.03% | 31q | -25.7%-$28.5M |
| Ensign Peak Advisors, Inc | $82.5M | 1,207,522 | 0.14% | 27q | -4.5%-$3.9M |
| LPL Financial LLC | $81.4M | 1,192,117 | 0.02% | 31q | -9.1%-$8.2M |
| Swiss Life Asset Management Ltd | $81.3M | 1,190,736 | 0.34% | 36q | -3.0%-$2.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $73.6M | 1,077,536 | 0.06% | 31q | +1.8%+$1.3M |
| THOMPSON SIEGEL & WALMSLEY LLC | $73.5M | 1,075,775 | 1.32% | 31q | -32.4%-$35.2M |
| PRINCIPAL FINANCIAL GROUP INC | $72.0M | 1,054,487 | 0.04% | 31q | +1.8%+$1.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $69.8M | 1,022,628 | 0.06% | 31q | +3.7%+$2.5M |
| PNC Financial Services Group, Inc. | $66.2M | 968,991 | 0.03% | 31q | -3.4%-$2.4M |
| MARSHALL WACE, LLP | $64.3M | 941,149 | 0.05% | 9q | +10.7%+$6.2M |
| BARCLAYS PLC | $63.7M | 933,375 | 0.01% | 31q | -31.3%-$29.0M |
| ENVESTNET ASSET MANAGEMENT INC | $63.3M | 926,212 | 0.01% | 31q | -12.3%-$8.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $61.6M | 901,926 | 0.03% | 31q | +219.8%+$42.3M |
| STRS OHIO | $60.5M | 886,550 | 0.23% | 31q | +5.5%+$3.2M |
| Vanguard Investments Australia, Ltd. | $60.0M | 878,007 | 0.15% | 2q | +5.8%+$3.3M |
| JENNISON ASSOCIATES LLC | $59.7M | 874,502 | 0.04% | 31q | -3.2%-$1.9M |
| CIBC Bancorp USA Inc. | $58.7M | 860,186 | 0.07% | 3q | +51.0%+$19.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $58.7M | 859,201 | 0.09% | 3q | -28.0%-$22.8M |
| VICTORY CAPITAL MANAGEMENT INC | $57.4M | 840,981 | 0.03% | 31q | +10.8%+$5.6M |
| Public Sector Pension Investment Board | $56.1M | 821,666 | 0.15% | 31q | +238.3%+$39.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $54.8M | 802,155 | 0.07% | 31q | -1.8%-$1.0M |
| Focus Partners Wealth | $52.0M | 760,846 | 0.05% | 11q | +15.0%+$6.8M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $51.7M | 756,958 | 0.09% | 31q | -1.6%-$867.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $49.6M | 725,964 | 0.02% | new | NEW |
| APG Asset Management N.V. | $49.0M | 819,923 | 0.12% | 31q | +20.8%+$8.4M |
| Russell Investments Group, Ltd. | $47.5M | 695,640 | 0.04% | 31q | -39.8%-$31.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $46.4M | 678,934 | 0.06% | 9q | +17.7%+$7.0M |
| AQR Arbitrage LLC | $45.9M | 671,858 | 0.65% | new | NEW |
| Point72 Asset Management, L.P. | $44.9M incl. $2.0M options CALL+PUT | 627,216 | 0.05% | 11q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $44.3M | 648,379 | 0.02% | 31q | -17.3%-$9.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $44.0M | 644,179 | 0.08% | 31q | HELD |
| MACQUARIE GROUP LTD | $43.4M | 635,119 | 0.19% | 32q | +13.9%+$5.3M |
| HighTower Advisors, LLC | $43.2M | 633,090 | 0.04% | 31q | +7.1%+$2.9M |
| Janney Montgomery Scott LLC | $41.4M | 606,277 | 0.08% | 31q | -12.4%-$5.9M |
| Korea Investment CORP | $40.8M | 597,296 | 0.08% | 31q | +62.5%+$15.7M |
| Allianz Asset Management GmbH | $39.4M incl. $1.3M options CALL+PUT | 557,850 | 0.03% | 40q | +803.7%+$35.0M |
| SEI INVESTMENTS CO | $38.1M | 557,285 | 0.03% | 31q | -8.1%-$3.4M |
Showing the largest 100 of 1,567 reported holders.
Q2 2026 in brief
In Q2 2026, 1,567 managers that file Form 13F reported holding Dominion Energy, Inc. (D), $49.1B in all. 191 managers opened a position and 130 sold out completely, against 1,506 holders the quarter before. Largest holders: Capital Research Global Investors, Blackrock, Inc. and Vanguard Capital Management Llc. Largest new positions: Pentwater Capital Management Lp ($239.0M), Adage Capital Partners Gp, L.L.C. ($108.2M) and Mizuho Markets Americas Llc ($85.3M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 565 | $1.0B | 16,624,530 | 29 | 154 | 202 | 0.0% |
| Q2 2026 | 1,567 | $49.1B | 712,562,778 | 167 | 536 | 480 | 1.0% |
| Q1 2026 | 1,506 | $43.5B | 696,555,232 | 138 | 566 | 428 | 1.1% |
| Q4 2025 | 1,470 | $43.2B | 727,996,758 | 98 | 490 | 470 | 1.3% |
| Q3 2025 | 1,435 | $44.8B | 725,150,593 | 150 | 523 | 399 | 1.0% |
| Q2 2025 | 1,377 | $40.2B | 701,622,498 | 89 | 509 | 428 | 1.4% |
| Q1 2025 | 1,425 | $37.5B | 659,764,789 | 144 | 509 | 427 | 1.3% |
| Q4 2024 | 1,389 | $36.2B | 664,182,304 | 85 | 458 | 481 | 1.3% |
| Q3 2024 | 1,367 | $40.2B | 683,944,088 | 152 | 457 | 468 | 1.3% |
| Q2 2024 | 1,287 | $33.6B | 677,478,877 | 119 | 412 | 478 | 1.3% |
| Q1 2024 | 1,239 | $33.7B | 672,673,506 | 101 | 442 | 463 | 1.9% |
| Q4 2023 | 1,251 | $30.4B | 633,532,310 | 90 | 314 | 581 | 2.0% |
| Q3 2023 | 1,212 | $28.0B | 616,730,916 | 63 | 376 | 500 | 1.7% |
| Q2 2023 | 1,288 | $31.6B | 600,426,059 | 71 | 446 | 509 | 1.6% |
| Q1 2023 | 1,330 | $34.7B | 610,235,281 | 78 | 510 | 456 | 1.3% |
| Q4 2022 | 1,435 | $36.7B | 588,667,849 | 115 | 425 | 600 | 1.7% |
| Q3 2022 | 1,428 | $106.7B | 1,948,468,011 | 70 | 545 | 417 | 0.5% |
| Q2 2022 | 1,513 | $122.5B | 2,286,456,146 | 93 | 544 | 462 | 0.4% |
| Q1 2022 | 1,541 | $113.4B | 1,847,009,207 | 141 | 519 | 503 | 0.7% |
| Q4 2021 | 1,489 | $99.0B | 2,033,526,382 | 93 | 466 | 521 | 0.6% |
| Q3 2021 | 1,375 | $103.4B | 2,310,823,921 | 54 | 495 | 490 | 0.4% |
| Q2 2021 | 1,439 | $87.5B | 2,053,311,273 | 78 | 482 | 511 | 0.5% |
| Q1 2021 | 1,448 | $105.2B | 2,205,071,823 | 98 | 482 | 595 | 0.4% |
| Q4 2020 | 1,470 | $80.5B | 1,566,991,109 | 91 | 442 | 548 | 0.6% |
| Q3 2020 | 1,416 | $105.5B | 2,211,709,433 | 96 | 431 | 586 | 0.5% |
| Q2 2020 | 1,436 | $117.7B | 1,624,259,286 | 122 | 492 | 510 | 0.5% |
| Q1 2020 | 1,403 | $125.6B | 2,172,115,654 | 101 | 486 | 531 | 0.3% |
| Q4 2019 | 1,467 | $109.7B | 1,718,898,133 | 97 | 500 | 435 | 0.3% |
| Q3 2019 | 1,338 | $86.1B | 1,185,035,749 | 88 | 563 | 386 | 0.5% |
| Q2 2019 | 1,318 | $81.3B | 1,492,103,219 | 76 | 538 | 382 | 1.0% |
| Q1 2019 | 1,337 | $89.1B | 1,349,754,442 | 144 | 683 | 281 | 0.4% |
| Q4 2018 | 1,263 | $102.4B | 1,729,229,037 | 11 | 18 | 20 | 0.3% |