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Dominion Energy, Inc

D
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000715957

No open-market purchases or sales by Dominion Energy, Inc insiders were filed in the last 90 days; 1,553 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Dominion Energy, Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,455
No complete 13F data for Q4 2020
Shares held
538.4M
No complete 13F data for Q4 2020
Total value
$40.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting D on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,455 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2021: $40.9B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding D in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Clifford Swan Investment Counsel LLC5,359$407.0K0.02%––
Parsec Financial Management, Inc.5,356$407.0K0.02%––
Compton Wealth Advisory Group, LLC5,374$408.0K0.23%––
Dowling & Yahnke LLC5,378$409.0K0.03%––
First City Capital Management, Inc.5,304$409.0K0.24%––
Elmwood Wealth Management, Inc.5,380$409.0K0.25%––
Orleans Capital Management Corp5,415$411.0K0.28%––
Lakeview Capital Partners, LLC5,414$411.0K0.18%––
Alphasimplex Group, LLC5,481$416.0K0.17%––
Investment House LLC5,484$417.0K0.03%––
4J Wealth Management LLC5,496$417.0K0.39%––
First Horizon Corp5,506$418.0K0.04%––
Busey Wealth Management5,498$418.0K0.02%––
Change Path, LLC5,524$419.0K0.03%––
Chicago Capital, LLC5,519$419.0K0.02%––
Roosevelt Investment Group LLC5,523$420.0K0.03%––
EP Wealth Advisors, LLC5,553$422.0K0.01%––
Aevitas Wealth Management, Inc.5,556$422.0K0.29%––
Washington Trust Bank5,569$423.0K0.05%––
Fukoku Mutual Life Insurance Co5,570$423.0K0.04%––
Eagle Ridge Investment Management5,583$424.0K0.05%––
Archford Capital Strategies, LLC5,412$424.0K0.11%––
Physicians Financial Services, Inc.5,594$425.0K0.18%––
Cullen Capital Management LLC5,622$427.0K0.00%––
Meeder Asset Management Inc5,639$428.0K0.02%––
CIBC World Markets Inc.5,629$428.0K0.00%––
Easterly Investment Partners LLC5,638$428.0K0.05%––
ZWJ Investment Counsel Inc5,654$429.0K0.03%––
Summit Asset Management, LLC5,652$429.0K0.15%––
Fulcrum Equity Management5,666$430.0K0.17%––
Moody Lynn & Lieberson, LLC5,730$435.0K0.04%––
CRA Financial Services, LLC5,731$435.0K0.17%––
Fiduciary Group LLC5,468$437.0K0.05%––
Birchcreek Wealth Management, LLC5,751$437.0K0.46%––
Westhampton Capital, LLC5,832$443.0K0.31%––
Aull & Monroe Investment Management Corp5,849$444.0K0.22%––
Northern Oak Wealth Management Inc5,861$445.0K0.06%––
Spinnaker Trust5,875$446.0K0.03%––
Marcum Wealth, LLC5,872$446.0K0.07%––
Dividend Assets Capital, LLC5,890$447.0K0.09%––
StoneX Group Inc.5,895$448.0K0.08%––
Intrust Bank NA5,897$448.0K0.06%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,955$452.0K0.01%––
Truvestments Capital LLC5,949$452.0K0.26%––
Toroso Investments, LLC5,962$453.0K0.02%––
Sawyer & Company, Inc5,967$453.0K0.23%––
Chiron Capital Management, LLC6,038$459.0K0.39%––
Financial Planning & Information Services, Inc.6,044$459.0K0.14%––
Curbstone Financial Management Corp6,050$460.0K0.09%––
Keudell/Morrison Wealth Management6,093$463.0K0.27%––
Ropes Wealth Advisors LLC5,895$464.0K0.08%––
Frontier Wealth Management LLC6,205$471.0K0.04%––
Stadion Money Management, LLC6,211$472.0K0.02%––
Cim Investment Mangement Inc6,228$473.0K0.15%––
Clearstead Advisors, LLC6,253$475.0K0.04%––
Northstar Group, Inc.6,255$475.0K0.13%––
Pinnacle Advisory Group, Inc.6,261$476.0K0.02%––
Hunter Associates Investment Management LLC6,307$479.0K0.11%––
Princeton Capital Management LLC6,322$480.0K0.16%––
Capital Wealth Planning, LLC6,316$480.0K0.02%––
Keystone Financial Group6,321$480.0K0.09%––
Hoese & Co LLP6,315$480.0K0.59%––
First Hawaiian Bank6,337$482.0K0.02%––
Newman Dignan & Sheerar, Inc.6,401$486.0K0.18%––
Hummer Financial Advisory Services Inc6,401$486.0K0.47%––
Dorsey & Whitney Trust CO LLC6,438$489.0K0.05%––
Alexandria Capital, LLC6,462$491.0K0.05%––
Chicago Trust Co NA6,488$493.0K0.17%––
Symmetry Partners, LLC6,492$493.0K0.04%––
Principle Wealth Partners LLC6,548$497.0K0.06%––
Alterity Financial Group, LLC5,850$497.0K0.61%––
Osborne Partners Capital Management, LLC6,575$499.0K0.05%––
GSB Wealth Management, LLC6,600$501.0K0.17%––
Abacus Planning Group, Inc.6,632$504.0K0.16%––
Ferguson Wellman Capital Management, Inc6,644$505.0K0.02%––
Perpetual Investment Management Ltd6,700$508.0K0.08%––
Field & Main Bank6,690$508.0K0.36%––
Transcend Wealth Collective, LLC6,685$508.0K0.06%––
Camden Capital, LLC6,740$512.0K0.14%––
Capital Asset Advisory Services LLC6,764$514.0K0.08%––
Hilltop Holdings Inc.6,794$515.0K0.07%––
Almanack Investment Partners, LLC.6,857$521.0K0.05%––
Summit X, LLC6,870$521.0K0.14%––
First Foundation Advisors6,988$531.0K0.02%––
Tranquility Partners, LLC7,020$533.0K0.33%––
MBA Advisors LLC7,016$533.0K0.44%––
Flputnam Investment Management Co7,032$534.0K0.02%––
Independent Financial Group, LLC7,042$534.9K0.07%––
Rehmann Capital Advisory Group7,051$535.6K0.05%––
Private Trust Co NA7,115$540.0K0.09%––
Chicago Partners Investment Group LLC6,885$542.0K0.04%––
Kingfisher Capital LLC7,160$544.0K0.15%––
Tectonic Advisors LLC7,165$544.0K0.14%––
PFG Advisors7,172$545.0K0.07%––
Summit Financial Group Inc7,186$546.0K0.23%––
Ergoteles LLC7,194$546.0K0.02%––
Sound Financial Strategies Group, LLC7,258$551.0K0.28%––
Ashton Thomas Private Wealth, LLC7,271$552.3K0.09%––
Compton Capital Management Inc7,275$553.0K0.17%––
Kempen Capital Management N.V.7,282$553.0K0.03%––