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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
Stadion Money Management, LLC6,211$472.0K0.02%––
Frontier Wealth Management LLC6,205$471.0K0.04%––
Ropes Wealth Advisors LLC5,895$464.0K0.08%––
Keudell/Morrison Wealth Management6,093$463.0K0.27%––
Curbstone Financial Management Corp6,050$460.0K0.09%––
Chiron Capital Management, LLC6,038$459.0K0.39%––
Financial Planning & Information Services, Inc.6,044$459.0K0.14%––
Toroso Investments, LLC5,962$453.0K0.02%––
Sawyer & Company, Inc5,967$453.0K0.23%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,955$452.0K0.01%––
Truvestments Capital LLC5,949$452.0K0.26%––
StoneX Group Inc.5,895$448.0K0.08%––
Intrust Bank NA5,897$448.0K0.06%––
Dividend Assets Capital, LLC5,890$447.0K0.09%––
Spinnaker Trust5,875$446.0K0.03%––
Marcum Wealth, LLC5,872$446.0K0.07%––
Northern Oak Wealth Management Inc5,861$445.0K0.06%––
Aull & Monroe Investment Management Corp5,849$444.0K0.22%––
Westhampton Capital, LLC5,832$443.0K0.31%––
Fiduciary Group LLC5,468$437.0K0.05%––
Birchcreek Wealth Management, LLC5,751$437.0K0.46%––
Moody Lynn & Lieberson, LLC5,730$435.0K0.04%––
CRA Financial Services, LLC5,731$435.0K0.17%––
Fulcrum Equity Management5,666$430.0K0.17%––
ZWJ Investment Counsel Inc5,654$429.0K0.03%––
Summit Asset Management, LLC5,652$429.0K0.15%––
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%––
Cullen Capital Management LLC5,622$427.0K0.00%––
Physicians Financial Services, Inc.5,594$425.0K0.18%––
Eagle Ridge Investment Management5,583$424.0K0.05%––
Archford Capital Strategies, LLC5,412$424.0K0.11%––
Washington Trust Bank5,569$423.0K0.05%––
Fukoku Mutual Life Insurance Co5,570$423.0K0.04%––
EP Wealth Advisors, LLC5,553$422.0K0.01%––
Aevitas Wealth Management, Inc.5,556$422.0K0.29%––
Roosevelt Investment Group LLC5,523$420.0K0.03%––
Change Path, LLC5,524$419.0K0.03%––
Chicago Capital, LLC5,519$419.0K0.02%––
First Horizon Corp5,506$418.0K0.04%––
Busey Wealth Management5,498$418.0K0.02%––
Investment House LLC5,484$417.0K0.03%––
4J Wealth Management LLC5,496$417.0K0.39%––
Alphasimplex Group, LLC5,481$416.0K0.17%––
Orleans Capital Management Corp5,415$411.0K0.28%––
Lakeview Capital Partners, LLC5,414$411.0K0.18%––
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%––
Compton Wealth Advisory Group, LLC5,374$408.0K0.23%––
Clifford Swan Investment Counsel LLC5,359$407.0K0.02%––
Parsec Financial Management, Inc.5,356$407.0K0.02%––
Harbour Capital Advisors, LLC5,350$406.0K0.12%––
Coastline Trust Co5,335$405.0K0.05%––
Austin Private Wealth, LLC5,332$405.0K0.11%––
Pinnacle Wealth Management Advisory Group, LLC5,275$401.0K0.11%––
First Mercantile Trust Co5,260$400.0K0.05%––
Interchange Capital Partners, LLC5,090$400.0K0.22%––
Legacy Financial Advisors, Inc.5,240$398.0K0.11%––
Worldquant Millennium Advisors LLC5,237$398.0K0.01%––
DAGCO, Inc.5,241$398.0K0.20%––
Welch & Forbes LLC5,230$397.0K0.01%––
Jupiter Wealth Management LLC5,000$395.0K0.20%––
Cypress Asset Management Inc5,175$393.0K0.11%––
Aveo Capital Partners, LLC5,172$393.0K0.10%––
Marotta Asset Management5,175$391.8K0.10%––
Resource Management, LLC5,125$389.0K0.05%––
Fisher Asset Management, LLC5,088$387.0K0.00%––
Old North State Trust, LLC5,096$387.0K0.31%––
UMA Financial Services, Inc.5,060$387.0K0.13%––
Kore Private Wealth LLC5,086$386.0K0.05%––
Philadelphia Trust Co5,026$382.0K0.03%––
Bristol John W & Co Inc5,000$380.0K0.01%––
Hussman Strategic Advisors, Inc.5,000$380.0K0.08%––
Somerville Kurt F5,000$380.0K0.06%––
Gradient Investments LLC4,988$379.0K0.01%––
Cypress Wealth Services, LLC4,992$379.0K0.08%––
KC Investment Advisors, LLC4,992$379.0K0.35%––
Sandbox Financial Partners, LLC4,956$379.0K0.31%––
North Star Investment Management Corp.4,961$377.0K0.04%––
Great Valley Advisor Group, Inc.4,962$377.0K0.04%––
Reaves W H & Co Inc4,955$376.0K0.01%––
Family Firm, Inc.4,953$376.0K0.11%––
Beacon Investment Advisory Services, Inc.4,904$373.0K0.02%––
Monte Financial Group, LLC4,896$372.0K0.23%––
Wellington Shields Capital Management, LLC4,884$371.0K0.04%––
Horizon Investments, LLC4,881$371.0K0.01%––
Old Port Advisors4,858$369.0K0.14%––
Wambolt & Associates, LLC4,878$369.0K0.19%––
SFE Investment Counsel4,850$368.0K0.11%––
Kinloch Capital, LLC4,840$368.0K0.28%––
Amica Retiree Medical Trust4,825$367.0K0.25%––
Arbor Investment Advisors, LLC4,803$365.0K0.08%––
Clarius Group, LLC4,804$365.0K0.04%––
Allstate Corp4,773$363.0K0.01%––
Personal Capital Advisors Corp4,765$362.0K0.00%––
Garrett Investment Advisors LLC4,756$361.0K0.13%––
Middleton & Co Inc4,740$360.0K0.04%––
GM Advisory Group, Inc.4,733$360.0K0.04%––