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Security record · archived quarter

D

Dominion Energy, Inc. · Utilities · Regulated Electric

67.11 +0.3% mkt cap $59.02B quote delayed (FMP) · as of Aug 26 15:08 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 +6 581.94M $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 ↗
2 The Vanguard Group (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 107.10M +0.9% $6.27B 0.1% ▲ Add 3 SEC ↗
7 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
8 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
9 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
10 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
11 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
12 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
13 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
14 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
15 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
16 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
17 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
18 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
19 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
20 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
21 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
22 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
23 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
24 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
25 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
26 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
27 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
28 BlackRock (passive) 80.44M +2.7% $4.71B 0.1% ▲ Add 3 SEC ↗
29 Capital Research Global Investors 59.79M $3.50B 0.6% n/c 1 SEC ↗
30 State Street Global Advisors (passive) 48.62M +3.6% $2.85B 0.1% ▲ Add 5 SEC ↗
31 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
32 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
33 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
34 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
35 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
36 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
37 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
38 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
39 Wellington Management 44.94M +46.2% $2.63B 0.5% ▲ Add 7 SEC ↗
40 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
41 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
42 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
43 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
44 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
45 Massachusetts Financial Services Co… 27.96M $1.64B 0.5% n/c 1 SEC ↗
46 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
50 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
51 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
53 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
54 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
55 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
56 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
57 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
58 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
59 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
60 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
61 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
62 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
63 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
64 JPMorgan Chase 27.01M -51.2% $1.58B 0.1% ▼ Trim 2 SEC ↗
65 Dodge & Cox 22.15M -2.8% $1.30B 0.7% ▼ Trim 7 SEC ↗
66 Geode Capital Management (passive) 20.44M +1.6% $1.20B 0.1% ▲ Add 7 SEC ↗
67 Geode Capital Management (passive) 20.44M +1.6% $1.20B 0.1% ▲ Add 7 SEC ↗
68 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
69 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
70 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
71 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
72 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
73 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
74 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
75 Bank Of America Corp /De/ 13.77M $806.51M 0.1% n/c 1 SEC ↗
76 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
77 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
78 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
79 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
80 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
81 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
82 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
83 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
84 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
85 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
86 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
87 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
88 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
89 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
90 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
92 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
99 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗
100 Bank of New York Mellon Corp 12.87M $754.29M 0.1% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

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