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Security record · archived quarter

D

Dominion Energy, Inc. · Utilities · Regulated Electric

61.64 -0.2% mkt cap $54.21B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
18Tracked holders
+1Δ holders
392.31MShares held
$24.00BReported value
+4New positions
−4Exits
Rising Conviction score 56/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +0.3% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 155 +6 581.93M $39.73B +10 −3
Q1 2026 151 -3 575.49M $35.56B +5 −9
Q4 2025 153 +3 663.60M $38.88B +4 —
Q3 2025 18 +1 392.31M $24.00B +4 −4
Q2 2025 15 -4 329.37M $18.61B +1 −5
Q1 2025 16 +1 135.14M $7.58B +2 −1
Q4 2024 15 -1 126.20M $6.80B +1 −2
Q3 2024 15 +1 86.02M $4.97B +2 −1
Q2 2024 14 — 83.83M $4.11B — —
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 106.16M +0.3% $6.49B 0.1% ▲ Add 2 SEC ↗ ×6
2 BlackRock ✦ (passive) 78.33M +5.6% $4.79B 0.1% ▲ Add 2 SEC ↗ ×22
3 JPMorgan Chase ✦ 55.32M — $3.38B 0.1% n/c 1 SEC ↗ ×38
4 State Street Global Advisors ✦ (passive) 46.93M +1.3% $2.87B 0.1% ▲ Add 4 SEC ↗
5 Wellington Management ✦ 30.75M +4.4% $1.88B 0.3% ▲ Add 6 SEC ↗ ×6
6 Dodge & Cox ✦ 22.78M -0.6% $1.39B 0.8% ▼ Trim 6 SEC ↗
7 Geode Capital Management ✦ (passive) 20.13M +2.0% $1.23B 0.1% ▲ Add 6 SEC ↗ ×2
8 T. Rowe Price ✦ 11.66M -22.6% $712.97M 0.1% ▼ Trim 6 SEC ↗ ×2
9 Morgan Stanley ✦ 10.98M — $671.72M 0.0% n/c 1 SEC ↗ ×18
10 Goldman Sachs Group ✦ 5.46M — $334.17M 0.0% n/c 1 SEC ↗ ×4
11 Fidelity (FMR) ✦ 2.26M -0.2% $138.28M 0.0% ▼ Trim 2 SEC ↗ ×4
12 AQR Capital Management ✦ 1.09M -33.5% $66.92M 0.0% ▼ Trim 6 SEC ↗ ×5
13 Citadel Advisors ✦ 288.77K New $17.66M 0.0% New 1 SEC ↗ ×2
14 Millennium Management ✦ 85.44K New $5.23M 0.0% New 1 SEC ↗
15 Gotham Asset Management ✦ 36.88K +0.4% $2.26M 0.0% ▲ Add 6 SEC ↗
16 Marshall Wace ✦ 20.87K -44.6% $1.28M 0.0% ▼ Trim 6 SEC ↗ ×2
17 Bridgewater Associates ✦ 17.78K New $1.09M 0.0% New 1 SEC ↗
18 Fisher Asset Management ✦ 4.30K New $263,151 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $17.66M 0.0%
Millennium Management $5.23M 0.0%
Bridgewater Associates $1.09M 0.0%
Fisher Asset Management $263,151 0.0%

Exited

Norges Bank $566.92M was 0.1%
Arrowstreet Capital $105.74M was 0.1%
Adage Capital Partners $1.05M was 0.0%
Two Sigma Investments $549,374 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,461 holders, 673.69M shares, $40.52B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API