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Also trades as: DCUE (NYSE) · $vol 29M · 0IC9.L (LSE) · $vol 0M

D Institutional Ownership

Dominion Energy, Inc.
1W: +4.0% 1M: +8.5% 3M: -7.3% YTD: +11.6% 1Y: +8.3% 3Y: +82.5% 5Y: +5.6%
$65.36
+0.26 (+0.40%)
 
Weekly Expected Move ±3.1%
$61 $63 $65 $67 $69
NYSE · Utilities · Regulated Electric · Tech Score Buy · Power 64 · $57.5B mcap · 878M float · 0.526% daily turnover · Short 54% of daily vol
Credit Risk of going bust: lower than 73% of companies Debt: 48.2% of company value Bonds: $1.52B held by 819 funds, 89 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.61 (down 96%), Dominion Energy, Inc. would be worth roughly what it owes.
Total debt $53.42B against a stock market value of $57.49B.
Distance to default 8.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $30.06B (short-term plus half of long-term), stock volatility 20.3%; Altman Z'' 0.55. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — D

1,662
Institutional Holders
+70 vs prior quarter
0.0%
Ownership
+0.00pp
$48B
Total Invested
198
New Positions
584
Increased
629
Reduced
105
Closed
0.80
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1750 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Capital Research Global Investors 73,855,890 $4.8B +24,879,843 +50.8% 75Q SEC ↗
2 BlackRock, Inc. 73,018,575 $4.8B -7,997,251 -9.9% 8Q SEC ↗
3 VANGUARD CAPITAL MANAGEMENT LLC 57,396,293 $3.8B +1,149,026 +2.0% 2Q SEC ↗
4 STATE STREET CORP 50,917,469 $3.3B +1,704,954 +3.5% 46Q SEC ↗
5 VANGUARD PORTFOLIO MANAGEMENT LLC 45,067,363 $2.9B +643,788 +1.4% 2Q SEC ↗
6 WELLINGTON MANAGEMENT GROUP LLP 40,867,860 $2.7B -6,727,150 -14.1% 83Q SEC ↗
7 MASSACHUSETTS FINANCIAL SERVICES CO /M 20,030,451 $1.3B -6,590,991 -24.8% 33Q SEC ↗
8 GEODE CAPITAL MANAGEMENT, LLC 19,792,934 $1.3B +731,891 +3.8% 92Q SEC ↗
9 Dodge & Cox 18,303,470 $1.2B -1,174,050 -6.0% 14Q SEC ↗
10 JPMORGAN CHASE & CO 14,884,625 $973M -7,494,613 -33.5% 103Q SEC ↗
11 BANK OF AMERICA CORP /DE 14,599,270 $954M -1,330,971 -8.4% 15Q SEC ↗
12 Invesco Ltd. 11,889,404 $777M +441,083 +3.9% 87Q SEC ↗
13 NORGES BANK NEW 11,791,396 $771M — +0.0% 1Q SEC ↗
14 MORGAN STANLEY 11,169,924 $730M -118,765 -1.1% 60Q SEC ↗
15 Bank of New York Mellon Corp 10,212,160 $667M -2,377,112 -18.9% 76Q SEC ↗
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 9,894,768 $647M -1,454,625 -12.8% 9Q SEC ↗
17 PRICE T ROWE ASSOCIATES INC /MD 8,393,727 $549M +2,026,658 +31.8% 16Q SEC ↗
18 NORTHERN TRUST CORP 7,703,375 $503M +232,450 +3.1% 106Q SEC ↗
19 GOLDMAN SACHS GROUP INC 7,022,714 $459M -844,183 -10.7% 15Q SEC ↗
20 FMR LLC 6,860,793 $448M +4,633,097 +208.0% 106Q SEC ↗
21 Legal & General Group Plc 6,843,654 $447M -674,112 -9.0% 27Q SEC ↗
22 LONDON CO OF VIRGINIA 6,834,123 $447M -109,402 -1.6% 91Q SEC ↗
23 CHARLES SCHWAB INVESTMENT MANAGEMENT I 6,014,946 $393M +206,906 +3.6% 15Q SEC ↗
24 Sixth Street Partners Management Compa NEW 6,014,946 $393M — +0.0% 1Q SEC ↗
25 VANGUARD FIDUCIARY TRUST CO 4,938,292 $323M +111,651 +2.3% 2Q SEC ↗
26 BANK OF MONTREAL /CAN 4,692,640 $307M +1,334,975 +39.8% 53Q SEC ↗
27 MILLENNIUM MANAGEMENT LLC 4,645,087 $304M +4,239,028 +1043.9% 4Q SEC ↗
28 ROYAL BANK OF CANADA 4,559,546 $298M +493,353 +12.1% 70Q SEC ↗
29 UBS AM, a distinct business unit of UB 4,288,973 $280M +196,250 +4.8% 63Q SEC ↗
30 WELLS FARGO & COMPANY/MN 3,778,522 $247M +335,117 +9.7% 105Q SEC ↗
31 Pentwater Capital Management LP NEW 3,500,000 $229M — +0.0% 1Q SEC ↗
32 FRANKLIN RESOURCES INC 3,258,156 $213M -2,189,941 -40.2% 22Q SEC ↗
33 UBS Group AG 3,012,305 $197M -754,285 -20.0% 47Q SEC ↗
34 FIRST TRUST ADVISORS LP 2,779,382 $182M +1,572,712 +130.3% 64Q SEC ↗
35 Magellan Asset Management Ltd 2,690,485 $176M -87,148 -3.1% 41Q SEC ↗
36 DIMENSIONAL FUND ADVISORS LP 2,683,787 $175M +128,478 +5.0% 102Q SEC ↗
37 DEUTSCHE BANK AG 2,586,797 $169M -67,182 -2.5% 52Q SEC ↗
38 HSBC HOLDINGS PLC 2,520,262 $165M -64,739 -2.5% 106Q SEC ↗
39 Swiss National Bank 2,479,120 $162M -26,900 -1.1% 53Q SEC ↗
40 COHEN & STEERS, INC. 2,345,231 $153M +393,207 +20.1% 15Q SEC ↗
41 Mitsubishi UFJ Asset Management Co., L 2,132,121 $139M +199,164 +10.3% 69Q SEC ↗
42 Sumitomo Mitsui Trust Group, Inc. 1,957,830 $128M +58,022 +3.1% 61Q SEC ↗
43 Nuveen, LLC 1,938,108 $127M +42,904 +2.3% 6Q SEC ↗
44 Amundi 1,903,209 $124M -646,458 -25.4% 21Q SEC ↗
45 Vanguard Global Advisers, LLC 1,893,390 $124M +29,368 +1.6% 2Q SEC ↗
46 VANGUARD ASSET MANAGEMENT, Ltd 1,874,499 $123M +267,178 +16.6% 2Q SEC ↗
47 ANTIPODES PARTNERS Ltd 1,612,527 $105M +6,140 +0.4% 6Q SEC ↗
48 CITIGROUP INC 1,607,035 $105M +552,890 +52.4% 106Q SEC ↗
49 ADAGE CAPITAL PARTNERS GP, L.L.C. NEW 1,583,811 $104M — +0.0% 1Q SEC ↗
50 ALLIANCEBERNSTEIN L.P. 1,571,332 $103M +729,362 +86.6% 63Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Capital Research Global Investors +24,879,843 +50.8% 73,855,890
FMR LLC +4,633,097 +208.0% 6,860,793
MILLENNIUM MANAGEMENT LLC +4,239,028 +1043.9% 4,645,087
PRICE T ROWE ASSOCIATES INC /MD +2,026,658 +31.8% 8,393,727
STATE STREET CORP +1,704,954 +3.5% 50,917,469
FIRST TRUST ADVISORS LP +1,572,712 +130.3% 2,779,382
BANK OF MONTREAL /CAN +1,334,975 +39.8% 4,692,640
VANGUARD CAPITAL MANAGEMENT LLC +1,149,026 +2.0% 57,396,293
GEODE CAPITAL MANAGEMENT, LLC +731,891 +3.8% 19,792,934
ALLIANCEBERNSTEIN L.P. +729,362 +86.6% 1,571,332
VANGUARD PORTFOLIO MANAGEMENT LLC +643,788 +1.4% 45,067,363
CANADA PENSION PLAN INVESTMENT BOAR +619,940 +219.8% 901,926
Public Sector Pension Investment Bo +578,812 +238.3% 821,666
CITIGROUP INC +552,890 +52.4% 1,607,035
Allianz Asset Management GmbH +496,119 +803.7% 557,850
ROYAL BANK OF CANADA +493,353 +12.1% 4,559,546
Invesco Ltd. +441,083 +3.9% 11,889,404
BNP PARIBAS FINANCIAL MARKETS +426,895 +43.1% 1,416,356
COHEN & STEERS, INC. +393,207 +20.1% 2,345,231
PensionDanmark Pensionsforsikringsa +359,170 +298.6% 479,440
Biggest Decreases (20)
HolderReducedChange %Total Shares
BlackRock, Inc. -7,997,251 -9.9% 73,018,575
JPMORGAN CHASE & CO -7,494,613 -33.5% 14,884,625
WELLINGTON MANAGEMENT GROUP LLP -6,727,150 -14.1% 40,867,860
MASSACHUSETTS FINANCIAL SERVICES CO -6,590,991 -24.8% 20,030,451
CITADEL ADVISORS LLC -3,376,985 -87.5% 482,136
Balyasny Asset Management L.P. -3,148,635 -99.4% 19,951
Mitsubishi UFJ Trust & Banking Corp -2,436,280 -85.7% 405,137
Bank of New York Mellon Corp -2,377,112 -18.9% 10,212,160
FRANKLIN RESOURCES INC -2,189,941 -40.2% 3,258,156
AMERICAN CENTURY COMPANIES INC -1,878,404 -85.3% 323,807
HOTCHKIS & WILEY CAPITAL MANAGEMENT -1,454,625 -12.8% 9,894,768
BANK OF AMERICA CORP /DE -1,330,971 -8.4% 14,599,270
Dodge & Cox -1,174,050 -6.0% 18,303,470
Empower Advisory Group, LLC -1,006,624 -99.2% 8,213
GOLDMAN SACHS GROUP INC -844,183 -10.7% 7,022,714
SG Americas Securities, LLC -790,455 -90.3% 84,886
UBS Group AG -754,285 -20.0% 3,012,305
Legal & General Group Plc -674,112 -9.0% 6,843,654
Amundi -646,458 -25.4% 1,903,209
Pictet Asset Management Holding SA -564,322 -31.1% 1,248,444

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms