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Dominion Energy, Inc. 13F holders

1,560 funds reported a position in Dominion Energy, Inc. in their 13F for the quarter ended 30 June 2026, together 712.6 million shares worth $48.64 billion. Against the quarter before, 150 opened a position, 569 added, 515 trimmed and 106 sold out; together they bought a net 4.1 million shares. The largest holders: Capital Research Global Investors, BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding1,560+68 on Q1 2026
Shares they held712.6Mworth $48.64 billion
Net bought on the quarter4.1M sharesabout $282.8 million at the funds' values
Funds buying to selling719 to 621opened or added, to cut or sold
Opened 150Added 569Held 301Trimmed 515Sold out 106
Opened: 150 fundsAdded: 569 fundsHeld: 301 fundsTrimmed: 515 fundsSold out: 106 funds

What each fund did in D against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,355 funds, 670.9 million shares1,355Q3 2024Q4 2024: 1,377 funds, 651.0 million shares1,377Q4 2024Q1 2025: 1,411 funds, 659.8 million shares1,411Q1 2025Q2 2025: 1,356 funds, 701.6 million shares1,356Q2 2025Q3 2025: 1,416 funds, 725.2 million shares1,416Q3 2025Q4 2025: 1,456 funds, 728.0 million shares1,456Q4 2025Q1 2026: 1,492 funds, 696.6 million shares1,492Q1 2026Q2 2026: 1,560 funds, 712.6 million shares1,560Q2 2026

Funds reporting a position in D in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 842 reported a position in Dominion Energy, Inc.: 25 opened one, 279 added, 322 trimmed and 68 sold out, a net 217,901 shares sold.

FundChange in sharesShares nowStatusFiling
Amundi+1,952,2443,855,453added13F
Swiss Life Asset Management Ltd-907,350283,386trimmed13F
Bank of New York Mellon Corp-833,1039,379,057trimmed13F
Barclays PLC+578,6511,512,026added13F
Antipodes Partners Ltd-372,8551,239,672trimmed13F
Citigroup Inc.+287,9661,895,001added13F
Cambridge Investment Research Advisors, Inc.-258,240254,382trimmed13F
Geode Capital Management, LLC+244,42620,037,360added13F
Deutsche Bank AG+242,8812,829,678added13F
Russell Investments Group, Ltd.-235,381460,259trimmed13F
Thompson Siegel & Walmsley LLC-205,984869,791trimmed13F
Duff & Phelps Investment Management Co.-169,6521,399,750trimmed13F
Assetmark, Inc.-149,97823,390trimmed13F
General American Investors Co. Inc.-145,000145,000trimmed13F
Mitsubishi UFJ Asset Management Co., Ltd.+138,6072,270,728added13F
Commonwealth Equity Services, LLC-131,340310,471trimmed13F
Principal Financial Group Inc.-116,515937,972trimmed13F
BI Asset Management Fondsmaeglerselskab A/S-103,25837,316trimmed13F
LPL Financial LLC+86,9931,279,110added13F
Machina Capital S.A.S.+82,27382,273new13F
Dimensional Fund Advisors LP+79,6502,763,437added13F
Payden & Rygel-74,900238,900trimmed13F
Capital Asset Advisory Services LLC+66,23876,427added13F
Exchange Traded Concepts, LLC-64,138325,222trimmed13F
Natixis-63,0879,617trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Dominion Energy, Inc. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 73.9 million shares worth $5.04 billion, 0.7% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 244,426 shares, about $14.7 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Capital Research Global Investors73,855,890$5.04 billion0.7%+24,879,843added30 June 2026, an earlier quarter13F
Dodge & Cox18,303,470$1.25 billion0.7%-1,174,050trimmed30 June 2026, an earlier quarter13F
Geode Capital Management20,037,360$1.21 billion0.1%+244,426added30 September 202613F
Norges Bank11,791,396$805.2 million0.1%held30 June 2026, an earlier quarter13F
FMR LLC6,860,793$468.5 million0.0%+4,633,097added30 June 2026, an earlier quarter13F
Millennium Management4,645,087$317.2 million0.2%+4,239,028added30 June 2026, an earlier quarter13F
Point72 Asset Management627,216$42.8 million0.1%+627,216new30 June 2026, an earlier quarter13F
Citadel Advisors482,136$32.9 million0.0%-3,376,985trimmed30 June 2026, an earlier quarter13F
Soros Fund Management165,344$11.3 million0.2%+165,344new30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Capital Research Global Investors73,855,89010.36%$5.04 billion0.70%+24,879,84313F
BlackRock, Inc.73,018,57510.25%$4.99 billion0.07%-7,997,25113F
Vanguard Capital Management LLC57,396,2938.05%$3.92 billion0.08%+1,149,02613F
State Street Corp.50,917,4697.15%$3.48 billion0.10%+1,704,95413F
Vanguard Portfolio Management LLC45,067,3636.32%$3.08 billion0.14%+643,78813F
Wellington Management Group LLP40,867,8605.74%$2.79 billion0.48%-6,727,15013F
Massachusetts Financial Services Co.20,030,4512.81%$1.36 billion0.43%-6,590,99113F
Geode Capital Management, LLC19,792,9342.78%$1.35 billion0.07%+731,89113F
Dodge & Cox18,303,4702.57%$1.25 billion0.65%-1,174,05013F
JPMorgan Chase & Co.14,884,6252.09%$1.03 billion0.06%-7,494,61313F
Bank of America Corp.14,599,2702.05%$997.0 million0.06%-1,330,97113F
Invesco Ltd.11,889,4041.67%$811.9 million0.06%+441,08313F
Norges Bank11,791,3961.65%$805.2 million0.08%13F
Morgan Stanley11,169,9241.57%$762.8 million0.04%-118,76513F
Bank of New York Mellon Corp10,212,1601.43%$697.4 million0.11%-2,377,11213F
Hotchkis & Wiley Capital Management LLC9,894,7681.39%$675.7 million1.97%-1,454,62513F
Price T Rowe Associates Inc.8,393,7271.18%$573.2 million0.06%+2,026,65813F
Northern Trust Corp.7,703,3751.08%$526.1 million0.06%+232,45013F
Goldman Sachs Group Inc.7,022,7140.99%$479.6 million0.05%-844,18313F
FMR LLC6,860,7930.96%$468.5 million0.02%+4,633,09713F
Legal & General Group Plc6,843,6540.96%$467.4 million0.10%-674,11213F
London Co. of Virginia6,834,1230.96%$466.7 million2.66%-109,40213F
Charles Schwab Investment Management Inc.6,014,9460.84%$410.8 million0.06%+206,90613F
Vanguard Fiduciary Trust Co.4,938,2920.69%$337.2 million0.07%+111,65113F
Bank of Montreal4,692,6400.66%$320.5 million0.12%+1,334,97513F
Millennium Management LLC4,645,0870.65%$317.2 million0.22%+4,239,02813F
Royal Bank of Canada4,559,5460.64%$311.4 million0.05%+493,35313F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC4,288,9730.60%$292.9 million0.05%+196,25013F
Wells Fargo & Company3,778,5220.53%$258.0 million0.04%+335,11713F
Pentwater Capital Management LP3,500,0000.49%$239.0 million1.91%new13F
Franklin Resources Inc.3,258,1560.46%$222.5 million0.05%-2,189,94113F
UBS Group AG3,012,3050.42%$205.7 million0.03%-754,28513F
First Trust Advisors LP2,779,3820.39%$189.8 million0.11%+1,572,71213F
Magellan Asset Management Ltd2,690,4850.38%$183.7 million4.11%-87,14813F
Dimensional Fund Advisors LP2,683,7870.38%$183.3 million0.03%+128,47813F
Deutsche Bank AG2,586,7970.36%$176.7 million0.05%-67,18213F
HSBC Holdings PLC2,520,2620.35%$172.4 million0.08%-64,73913F
Swiss National Bank2,479,1200.35%$169.3 million0.09%-26,90013F
Cohen & Steers, Inc.2,345,2310.33%$160.2 million0.25%+393,20713F
Mitsubishi UFJ Asset Management Co., Ltd.2,132,1210.30%$145.6 million0.08%+199,16413F
Sumitomo Mitsui Trust Group, Inc.1,957,8300.27%$133.7 million0.08%+58,02213F
Nuveen, LLC1,938,1080.27%$132.4 million0.03%+42,90413F
Amundi1,903,2090.27%$130.0 million0.03%-646,45813F
Vanguard Global Advisers, LLC1,893,3900.27%$129.3 million0.06%+29,36813F
Vanguard Asset Management, Ltd1,874,4990.26%$128.0 million0.09%+267,17813F
Antipodes Partners Ltd1,612,5270.23%$110.1 million2.02%+6,14013F
Citigroup Inc.1,607,0350.23%$109.7 million0.05%+552,89013F
Adage Capital Partners GP, L.l.c.1,583,8110.22%$108.2 million0.15%new13F
Duff & Phelps Investment Management Co.1,569,4020.22%$107.2 million1.01%-2,82713F
California Public Employees Retirement System1,539,5820.22%$105.1 million0.06%-36,40213F
The 50 largest of the 1,560 funds that reported a position in D in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on D

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls880,200$60.1 million30 June 202613F
Citadel AdvisorsPuts531,200$36.3 million30 June 202613F
Millennium ManagementCalls30,900$2.1 million30 June 202613F
Point72 Asset ManagementPuts19,600$1.3 million30 June 202613F
Point72 Asset ManagementCalls10,000$682,90030 June 202613F
Two Sigma InvestmentsCalls4,000$273,16030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
6 November 202613G/ACapital Research Global Investors and 1 other88.3 million10.0%30 October 2026passive, institutional (13d-1(b))EDGAR
5 November 202613G/ACapital Research Global Investors and 1 other87.0 million9.9%30 September 2026passive, institutional (13d-1(b))EDGAR
13 August 202613G/AWellington Management Group LLP and 5 others40.9 million4.7%30 June 2026passive, institutional (13d-1(b))EDGAR
12 August 202613G/ACapital Research Global Investors and 1 other73.9 million8.4%30 June 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other44.5 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other65.3 million7.4%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
10 February 202613GWellington Management Group LLP and 7 others44.9 million5.3%31 December 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/ACapital Research Global Investors and 1 other54.9 million6.4%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
27 August 2026197$66.91SEC
24 August 20269,324$66.60SEC
21 August 202611,379$67.47SEC
19 August 2026778$68.61SEC
14 August 202616,979$68.54SEC
5 August 202650$69.22SEC
31 July 2026212$69.73SEC
30 July 202636,919$70.55SEC
29 July 202612,282$70.62SEC
23 July 20269$71.09SEC
22 July 20264,717$69.85SEC
20 July 2026100$71.04SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 36,919 on 30 July 2026. A fail is an operational fact about settlement, not a position.