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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
153Tracked holders
+3Δ holders
663.60MShares held
$38.88BReported value
+4New positions
−0Exits
Stable Conviction score 54/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.0% · share flow -0.6% · net new positions +2.6% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗ ×22
3 Capital Research Global Investors 59.79M — $3.50B 0.6% n/c 1 SEC ↗
4 State Street Global Advisors ✦ (passive) 48.62M +3.6% $2.85B 0.1% ▲ Add 5 SEC ↗
5 Wellington Management ✦ 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗ ×9
6 Massachusetts Financial Services Co… 27.96M — $1.64B 0.5% n/c 1 SEC ↗ ×6
7 JPMorgan Chase ✦ 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗ ×19
8 Dodge & Cox ✦ 22.15M -2.8% $1.30B 0.7% ▼ Trim 7 SEC ↗
9 Geode Capital Management ✦ (passive) 20.44M +1.6% $1.20B 0.1% ▲ Add 7 SEC ↗ ×2
10 Bank Of America Corp /De/ 13.77M — $806.51M 0.1% n/c 1 SEC ↗ ×8
11 Bank of New York Mellon Corp 12.87M — $754.29M 0.1% n/c 1 SEC ↗ ×26
12 Morgan Stanley ✦ 11.91M +8.5% $697.86M 0.0% ▲ Add 2 SEC ↗ ×18
13 Hotchkis & Wiley Capital Management… 11.70M — $685.74M 2.1% n/c 1 SEC ↗
14 Invesco Ltd. 11.49M — $673.00M 0.1% n/c 1 SEC ↗ ×11
15 Norges Bank ✦ (passive) 11.18M New $655.14M 0.1% New 1 SEC ↗
16 Franklin Resources Inc 9.43M — $552.43M 0.1% n/c 1 SEC ↗ ×9
17 Goldman Sachs Group ✦ 8.00M +46.4% $468.44M 0.1% ▲ Add 2 SEC ↗ ×4
18 T. Rowe Price ✦ 7.58M -35.0% $444.14M 0.0% ▼ Trim 7 SEC ↗ ×2
19 Legal & General Group Plc 7.58M — $443.95M 0.1% n/c 1 SEC ↗ ×3
20 Northern Trust Corp 7.50M — $439.48M 0.1% n/c 1 SEC ↗ ×8
21 Charles Schwab Investment… 5.66M — $331.61M 0.1% n/c 1 SEC ↗
22 Hsbc Holdings Plc 4.93M — $288.67M 0.1% n/c 1 SEC ↗ ×24
23 Royal Bank Of Canada 4.38M — $256.82M 0.0% n/c 1 SEC ↗ ×11
24 UBS AM, a distinct business unit of… 4.04M — $236.69M 0.1% n/c 1 SEC ↗ ×10
25 American Century Companies Inc 3.96M — $231.81M 0.1% n/c 1 SEC ↗
26 UBS Group AG 3.71M — $217.40M 0.0% n/c 1 SEC ↗ ×5
27 Millennium Management ✦ 3.24M +3693.4% $189.90M 0.1% ▲ Add 2 SEC ↗
28 Wells Fargo & Company/Mn 2.75M — $161.29M 0.0% n/c 1 SEC ↗ ×5
29 Citigroup Inc 2.73M — $160.16M 0.1% n/c 1 SEC ↗ ×4
30 Dimensional Fund Advisors Lp 2.51M — $146.94M 0.0% n/c 1 SEC ↗ ×5
31 Mitsubishi UFJ Trust & Banking Corp 2.48M — $145.21M 0.3% n/c 1 SEC ↗ ×3
32 Swiss National Bank 2.34M — $136.96M 0.1% n/c 1 SEC ↗
33 Bank Of Montreal /Can/ 2.31M — $135.56M 0.1% n/c 1 SEC ↗ ×8
34 Canada Pension Plan Investment Board 2.29M — $134.29M 0.1% n/c 1 SEC ↗
35 Fidelity (FMR) ✦ 2.23M -1.3% $130.78M 0.0% ▼ Trim 3 SEC ↗ ×4
36 California Public Employees… 2.18M — $127.54M 0.1% n/c 1 SEC ↗
37 Adage Capital Partners ✦ 2.14M New $125.49M 0.2% New 1 SEC ↗
38 Sumitomo Mitsui Trust Group, Inc. 2.01M — $117.89M 0.1% n/c 1 SEC ↗
39 Nuveen, LLC 1.97M — $115.66M 0.0% n/c 1 SEC ↗ ×3
40 Barclays Plc 1.85M — $108.65M 0.0% n/c 1 SEC ↗ ×3
41 Amundi 1.84M — $107.96M 0.0% n/c 1 SEC ↗ ×5
42 Mitsubishi UFJ Asset Management… 1.82M — $107.75M 0.1% n/c 1 SEC ↗
43 Nomura Asset Management… 1.79M — $104.84M 0.2% n/c 1 SEC ↗ ×2
44 First Trust Advisors Lp 1.62M — $94.87M 0.1% n/c 1 SEC ↗
45 Pictet Asset Management Holding SA 1.59M — $93.14M 0.1% n/c 1 SEC ↗
46 Raymond James Financial Inc 1.56M — $91.40M 0.0% n/c 1 SEC ↗ ×3
47 Rhumbline Advisers 1.52M — $88.90M 0.1% n/c 1 SEC ↗
48 Deutsche Bank Ag\ 1.51M — $88.30M 0.0% n/c 1 SEC ↗ ×9
49 Aviva Plc 1.48M — $86.60M 0.1% n/c 1 SEC ↗
50 Bnp Paribas Financial Markets 1.34M — $78.69M 0.1% n/c 1 SEC ↗
51 LPL Financial LLC 1.22M — $71.19M 0.0% n/c 1 SEC ↗
52 Russell Investments Group, Ltd. 1.19M — $69.49M 0.1% n/c 1 SEC ↗ ×10
53 National Pension Service 1.17M — $68.51M 0.1% n/c 1 SEC ↗
54 Balyasny Asset Management L.P. 1.14M — $66.55M 0.1% n/c 1 SEC ↗
55 Manufacturers Life Insurance… 1.11M — $65.30M 0.1% n/c 1 SEC ↗
56 Principal Financial Group Inc 1.04M — $61.08M 0.0% n/c 1 SEC ↗ ×2
57 California State Teachers… 1.02M — $59.67M 0.1% n/c 1 SEC ↗
58 Pnc Financial Services Group, Inc. 984.19K — $57.66M 0.0% n/c 1 SEC ↗ ×8
59 Alliancebernstein L.P. 926.58K — $54.29M 0.0% n/c 1 SEC ↗
60 Jennison Associates Llc 922.45K — $54.05M 0.0% n/c 1 SEC ↗
61 Point72 Asset Management ✦ 909.88K New $53.31M 0.1% New 1 SEC ↗
62 Ensign Peak Advisors, Inc 881.52K — $51.65M 0.1% n/c 1 SEC ↗
63 Envestnet Asset Management Inc 870.85K — $51.02M 0.0% n/c 1 SEC ↗
64 AQR Capital Management ✦ 812.37K -25.8% $47.60M 0.0% ▼ Trim 7 SEC ↗ ×6
65 Northwestern Mutual Wealth… 811.38K — $47.54M 0.0% n/c 1 SEC ↗
66 New York State Common Retirement… 809.15K — $47.41M 0.1% n/c 1 SEC ↗
67 Victory Capital Management Inc 800.46K — $46.90M 0.0% n/c 1 SEC ↗
68 State Board Of Administration Of… 769.39K — $45.08M 0.1% n/c 1 SEC ↗
69 Connor, Clark & Lunn Investment… 745.13K — $43.66M 0.1% n/c 1 SEC ↗
70 Sei Investments Co 606.38K — $35.52M 0.0% n/c 1 SEC ↗ ×2
71 Commonwealth Equity Services, Llc 581.56K — $34.07M 0.0% n/c 1 SEC ↗
72 National Bank Of Canada /Fi/ 564.44K — $33.07M 0.0% n/c 1 SEC ↗ ×4
73 Corient Private Wealth LP 563.15K — $32.30M 0.0% n/c 1 SEC ↗ ×4
74 HighTower Advisors, LLC 544.35K — $31.89M 0.0% n/c 1 SEC ↗
75 MIRAE ASSET GLOBAL ETFS HOLDINGS… 536.63K — $31.45M 0.0% n/c 1 SEC ↗ ×3
76 Korea Investment CORP 519.58K — $30.44M 0.1% n/c 1 SEC ↗
77 Focus Partners Wealth 508.34K — $30.22M 0.0% n/c 1 SEC ↗
78 Squarepoint Ops LLC 497.29K — $29.14M 0.1% n/c 1 SEC ↗
79 1832 Asset Management L.P. 491.89K — $28.82M 0.0% n/c 1 SEC ↗
80 Wealth Enhancement Advisory… 461.48K — $27.10M 0.0% n/c 1 SEC ↗
81 State Of Wisconsin Investment Board 455.94K — $26.71M 0.1% n/c 1 SEC ↗
82 Prudential Financial Inc 446.56K — $26.16M 0.0% n/c 1 SEC ↗ ×2
83 Chevy Chase Trust Holdings, LLC 437.27K — $25.62M 0.1% n/c 1 SEC ↗ ×2
84 Aberdeen Group plc 428.16K — $25.09M 0.0% n/c 1 SEC ↗ ×2
85 Creative Planning 428.02K — $25.08M 0.0% n/c 1 SEC ↗ ×2
86 Mackenzie Financial Corp 388.99K — $22.93M 0.0% n/c 1 SEC ↗
87 Ameriprise Financial Inc 379.91K — $22.26M 0.0% n/c 1 SEC ↗ ×5
88 Royal London Asset Management Ltd 362.42K — $21.23M 0.0% n/c 1 SEC ↗
89 Asset Management One Co., Ltd. 353.54K — $20.94M 0.1% n/c 1 SEC ↗
90 Stifel Financial Corp 336.48K — $19.71M 0.0% n/c 1 SEC ↗ ×5
91 Osaic Holdings, Inc. 329.45K — $19.31M 0.0% n/c 1 SEC ↗ ×4
92 Truist Financial Corp 328.36K — $19.24M 0.0% n/c 1 SEC ↗ ×3
93 Cetera Investment Advisers 326.91K — $19.15M 0.0% n/c 1 SEC ↗
94 Toronto Dominion Bank 323.31K — $18.94M 0.0% n/c 1 SEC ↗
95 Neuberger Berman Group LLC 319.64K — $18.73M 0.0% n/c 1 SEC ↗ ×2
96 Quantinno Capital Management LP 317.67K — $18.61M 0.0% n/c 1 SEC ↗
97 Nomura Asset Management Co Ltd 309.95K — $18.16M 0.0% n/c 1 SEC ↗ ×2
98 Universal- Beteiligungs- und… 304.47K — $17.77M 0.0% n/c 1 SEC ↗
99 Td Asset Management Inc 300.74K — $17.62M 0.0% n/c 1 SEC ↗
100 BNP Paribas Asset Management… 292.33K — $17.13M 0.0% n/c 1 SEC ↗ ×3

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

New buyers

Norges Bank $655.14M 0.1%
Adage Capital Partners $125.49M 0.2%
Point72 Asset Management $53.31M 0.1%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API