Security record · archived quarter
D
Dominion Energy, Inc. · Utilities · Regulated Electric
151Tracked holders
-3Δ holders
575.49MShares held
$35.56BReported value
+5New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -1.9% ·
share flow -4.4% ·
net new positions -2.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 488.81K | $29.86M | n/a | n/a |
| Q2 2026 | 153 | +6 | 579.40M | $39.56B | +10 | −5 |
| Q1 2026 | 151 | -3 | 575.49M | $35.56B | +5 | −9 |
| Q4 2025 | 153 | +3 | 663.60M | $38.88B | +4 | n/a |
| 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 | n/a | 83.83M | $4.11B | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 81.02M | +0.7% | $5.01B | 0.1% | ▲ Add | 4 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 56.25M | n/a | $3.48B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 49.21M | +1.2% | $3.04B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 4 | Capital Research Global Investors | 48.98M | -18.1% | $3.03B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 47.60M | +5.9% | $2.94B | 0.6% | ▲ Add | 8 | SEC ↗ ×9 |
| 6 | Massachusetts Financial Services Co… | 26.62M | -4.8% | $1.64B | 0.6% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | JPMorgan Chase ✦ | 22.38M | -17.1% | $1.38B | 0.1% | ▼ Trim | 3 | SEC ↗ ×20 |
| 8 | Dodge & Cox ✦ | 19.48M | -12.1% | $1.20B | 0.7% | ▼ Trim | 8 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 19.06M | -6.8% | $1.17B | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 15.93M | +15.7% | $984.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 11 | Bank of New York Mellon Corp | 12.59M | -2.2% | $778.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×26 |
| 12 | Invesco Ltd. | 11.45M | -0.3% | $707.74M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 13 | Hotchkis & Wiley Capital Management… | 11.35M | -3.0% | $701.62M | 2.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 11.29M | -5.2% | $697.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 15 | Goldman Sachs Group ✦ | 7.87M | -1.6% | $486.33M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Legal & General Group Plc | 7.52M | -0.8% | $464.75M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Northern Trust Corp | 7.47M | -0.4% | $461.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 18 | T. Rowe Price ✦ | 6.37M | -16.0% | $393.61M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 19 | Charles Schwab Investment… | 5.81M | +2.6% | $359.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Franklin Resources Inc | 5.45M | -42.2% | $336.80M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 21 | UBS AM, a distinct business unit of… | 4.09M | +1.3% | $253.01M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 22 | Royal Bank Of Canada | 4.07M | -7.2% | $251.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 23 | Citadel Advisors ✦ | 3.86M | +1845.7% | $238.57M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | UBS Group AG | 3.77M | +1.5% | $232.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | Wells Fargo & Company/Mn | 3.44M | +25.1% | $212.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | Bank Of Montreal /Can/ | 3.36M | +45.1% | $207.57M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 27 | Balyasny Asset Management L.P. | 3.17M | +179.0% | $195.88M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | Mitsubishi UFJ Trust & Banking Corp | 2.84M | +14.7% | $175.66M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Deutsche Bank Ag\ | 2.65M | +76.1% | $164.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 30 | Hsbc Holdings Plc | 2.59M | -47.5% | $159.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 31 | Dimensional Fund Advisors Lp | 2.56M | +1.9% | $157.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Amundi | 2.55M | +38.4% | $157.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Swiss National Bank | 2.51M | +7.2% | $154.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.23M | -0.2% | $137.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 35 | American Century Companies Inc | 2.20M | -44.3% | $136.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mitsubishi UFJ Asset Management… | 1.93M | +6.3% | $119.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Sumitomo Mitsui Trust Group, Inc. | 1.90M | -5.6% | $117.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nuveen, LLC | 1.90M | -4.0% | $117.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Pictet Asset Management Holding SA | 1.81M | +14.0% | $112.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 1.67M | +7.3% | $103.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Jones Financial Companies Lllp | 1.60M | +981.9% | $97.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | California Public Employees… | 1.58M | -27.6% | $97.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rhumbline Advisers | 1.50M | -1.2% | $92.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Barclays Plc | 1.36M | -26.8% | $83.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | LPL Financial LLC | 1.31M | +8.0% | $81.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Ensign Peak Advisors, Inc | 1.26M | +43.5% | $78.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | National Pension Service | 1.26M | +8.1% | $78.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | First Trust Advisors Lp | 1.21M | -25.5% | $74.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Nomura Asset Management… | 1.19M | -33.4% | $73.73M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Russell Investments Group, Ltd. | 1.16M | -2.5% | $71.48M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 51 | Manufacturers Life Insurance… | 1.06M | -5.0% | $65.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Envestnet Asset Management Inc | 1.06M | +21.2% | $65.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 1.05M | -61.4% | $65.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Principal Financial Group Inc | 1.04M | -0.7% | $64.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Empower Advisory Group, LLC | 1.01M | +19337.6% | $62.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 1.00M | +2.0% | $62.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 57 | Bnp Paribas Financial Markets | 989.46K | -26.3% | $61.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | California State Teachers… | 985.67K | -3.2% | $60.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Jennison Associates Llc | 902.96K | -2.1% | $55.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Marshall Wace ✦ | 850.27K | +362.9% | $52.56M | 0.1% | ▲ Add | 8 | SEC ↗ ×3 |
| 61 | New York State Common Retirement… | 816.96K | +1.0% | $50.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 841.97K | -9.1% | $49.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 783.94K | -3.5% | $48.18M | 0.0% | ▼ Trim | 8 | SEC ↗ ×9 |
| 64 | State Board Of Administration Of… | 769.66K | 0.0% | $47.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | Victory Capital Management Inc | 759.28K | -5.1% | $46.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Focus Partners Wealth | 661.82K | +30.2% | $40.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Sei Investments Co | 606.70K | +0.1% | $37.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Connor, Clark & Lunn Investment… | 602.17K | -19.2% | $37.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | HighTower Advisors, LLC | 591.22K | +8.6% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 576.93K | +7.5% | $35.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | CIBC Bancorp USA Inc. | 569.72K | n/a | $35.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Commonwealth Equity Services, Llc | 493.27K | -15.2% | $30.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | State Of Wisconsin Investment Board | 465.61K | +2.1% | $28.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Squarepoint Ops LLC | 455.53K | -8.4% | $28.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Creative Planning | 448.33K | +4.7% | $27.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Aberdeen Group plc | 442.17K | +3.3% | $27.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Chevy Chase Trust Holdings, LLC | 423.92K | -3.0% | $26.21M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Prudential Financial Inc | 415.15K | -7.0% | $25.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Millennium Management ✦ | 406.06K | -87.5% | $25.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 396.96K | +4.5% | $24.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 81 | Wealth Enhancement Advisory… | 379.52K | -17.8% | $23.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Korea Investment CORP | 367.50K | -29.3% | $22.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Neuberger Berman Group LLC | 366.39K | +14.6% | $22.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Quantinno Capital Management LP | 365.42K | +15.0% | $22.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Truist Financial Corp | 361.89K | +10.2% | $22.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 86 | Royal London Asset Management Ltd | 361.86K | -0.1% | $22.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Cetera Investment Advisers | 361.63K | +10.6% | $22.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Mackenzie Financial Corp | 361.57K | -7.0% | $22.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Asset Management One Co., Ltd. | 358.93K | +1.5% | $22.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Man Group plc | 349.53K | +29.9% | $21.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Susquehanna International Group, Llp | 344.04K | +22.3% | $21.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Stifel Financial Corp | 337.81K | +0.4% | $20.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 93 | National Bank Of Canada /Fi/ | 333.00K | -41.0% | $20.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 94 | Nomura Asset Management Co Ltd | 331.23K | +6.9% | $20.48M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Osaic Holdings, Inc. | 327.15K | -0.7% | $20.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 96 | Td Asset Management Inc | 309.11K | +2.8% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 299.00K | -1.8% | $18.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Toronto Dominion Bank | 292.44K | -9.6% | $18.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | BNP Paribas Asset Management… | 287.26K | -1.7% | $17.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 100 | Canada Pension Plan Investment Board | 281.99K | -87.7% | $17.43M | 0.0% | ▼ Trim | 2 | 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
| Norges Bank | $655.14M | was 0.1% |
| Adage Capital Partners | $125.49M | was 0.2% |
| Point72 Asset Management | $53.31M | was 0.1% |
| Soros Fund Management | $5.35M | was 0.1% |
| Walleye Trading LLC | $1.00M | was 0.0% |
| LMR Partners LLP | $880,725 | was 0.0% |
| Bridgewater Associates | $553,148 | was 0.0% |
| Hrt Financial Lp | $410,000 | was 0.0% |
| First Eagle Investment… | $270,803 | 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: Q1 2026 ·
Methodology ·
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