Dominion Energy, Inc

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000715957

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Dominion Energy, Inc as of Jun 30, 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: 1,439; +1 vs. Q1 2021
Shares held: 538.3M; +1.51M (+0.3%) vs. Q1 2021
Total value: $39.6B; −$1.16B (−2.9%) vs. Q1 2021
New holders: 101; 547 more added
Sold out: 100; 549 more reduced

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,439 institutions

Value heldQ2 2021: $39.6B

Institutions holding D and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,553	$48.6B
Q1 2026	1,487	$43.0B
Q4 2025	1,453	$42.5B
Q3 2025	1,412	$42.6B
Q2 2025	1,351	$39.3B
Q1 2025	1,407	$37.0B
Q4 2024	1,375	$35.0B
Q3 2024	1,355	$37.2B
Q2 2024	1,278	$31.1B
Q1 2024	1,226	$31.2B
Q4 2023	1,239	$28.7B
Q3 2023	1,207	$27.4B
Q2 2023	1,287	$31.1B
Q1 2023	1,328	$33.0B
Q4 2022	1,431	$35.7B
Q3 2022	1,443	$40.8B
Q2 2022	1,520	$46.5B
Q1 2022	1,543	$47.7B
Q4 2021	1,489	$43.6B
Q3 2021	1,379	$39.7B
Q2 2021	1,439	$39.6B
Q1 2021	1,455	$40.9B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2021.

Institutions holding D in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lenox Wealth Advisors, LLC	5	$0	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$0	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	15,335	$208	0.01%	+15,128+7,308.2%	Added
Disciplined Investments, LLC	13	$1.00K	0.00%	−130−90.9%	Reduced
Column Capital Advisors, LLC	14	$1.00K	0.00%	−42−75.0%	Reduced
Arlington Partners LLC	12	$1.00K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	11	$1.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	20	$1.00K	0.00%	+20	New
HBC Financial Services, PLLC	10	$2.00K	0.00%	−790−98.8%	Reduced
Atlas Capital Advisors LLC	28	$2.06K	0.00%	+28	New
IronBridge Private Wealth, LLC	47	$3.00K	0.00%	00.0%	Unchanged
Private Ocean, LLC	39	$3.00K	0.00%	00.0%	Unchanged
Eukles Asset Management	40	$3.00K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	46	$3.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	36	$3.00K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	44	$3.00K	0.00%	00.0%	Unchanged
First National Bank of South Miami	40	$3.00K	0.00%	+40	New
Carolina Wealth Advisors, LLC	49	$4.00K	0.00%	−38−43.7%	Reduced
TFC Financial Management	52	$4.00K	0.00%	+16+44.4%	Added
FormulaFolio Investments, LLC	52	$4.00K	0.00%	+52	New
Personal Wealth Partners	50	$4.00K	0.00%	+50	New
Kayne Anderson Rudnick Investment Management LLC	73	$5.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	73	$5.00K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	66	$5.00K	0.00%	00.0%	Unchanged
Holloway Wealth Management, LLC	–	$6.00K	0.00%	–	New
Tucker Asset Management LLC	91	$6.70K	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	100	$7.00K	0.01%	00.0%	Unchanged
Marquette Asset Management, LLC	100	$7.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	89	$7.00K	0.00%	00.0%	Unchanged
Hoover Financial Advisors, Inc.	98	$7.00K	0.00%	+73+292.0%	Added
Raffa Wealth Management, LLC	104	$7.65K	0.00%	−71−40.6%	Reduced
Winch Advisory Services, LLC	114	$8.00K	0.00%	+1+0.9%	Added
Retirement Group, LLC	115	$8.00K	0.00%	+1+0.9%	Added
FAI Wealth Management	128	$9.00K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	122	$9.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	117	$9.00K	0.00%	+117	New
Capital Advisory Group Advisory Services, LLC	140	$10.0K	0.00%	00.0%	Unchanged
Savior LLC	134	$10.0K	0.01%	00.0%	Unchanged
Summit Wealth Group, LLC	137	$10.0K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	145	$11.0K	0.00%	00.0%	Unchanged
TSFG, LLC	150	$11.0K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	149	$11.0K	0.00%	00.0%	Unchanged
Parisi Gray Wealth Management	150	$11.0K	0.00%	+150	New
Cordant, Inc.	150	$11.0K	0.01%	+150	New
Monumental Financial Group Inc.	156	$11.0K	0.01%	+156	New
Eagle Bay Advisors LLC	130	$11.0K	0.01%	+130	New
American Research & Management Co.	166	$12.0K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	163	$12.0K	0.01%	+23+16.4%	Added
Creative Financial Designs Inc	181	$13.0K	0.00%	−482−72.7%	Reduced
Bay Harbor Wealth Management, LLC	172	$13.0K	0.01%	−265−60.6%	Reduced
St. Johns Investment Management Company, LLC	175	$13.0K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	196	$14.0K	0.00%	−46−19.0%	Reduced
Exchange Traded Concepts, LLC	194	$14.0K	0.00%	+194	New
Bellevue Asset Management, LLC	201	$15.0K	0.01%	−250−55.4%	Reduced
First PREMIER Bank	200	$15.0K	0.00%	00.0%	Unchanged
Wagner Wealth Management, LLC	200	$15.0K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	200	$15.0K	0.02%	00.0%	Unchanged
Charter Oak Capital Management, LLC	207	$15.0K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	202	$15.0K	0.01%	+1+0.5%	Added
Avion Wealth	200	$15.0K	0.00%	+100+100.0%	Added
Sargent Bickham Lagudis LLC	200	$15.0K	0.00%	+200	New
Bourgeon Capital Management LLC	215	$16.0K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	213	$16.0K	0.01%	00.0%	Unchanged
Country Trust Bank	220	$16.0K	0.00%	+165+300.0%	Added
Federation des caisses Desjardins du Quebec	221	$16.3K	0.00%	−1,047−82.6%	Reduced
Walled Lake Planning & Wealth Management, LLC	227	$17.0K	0.01%	00.0%	Unchanged
Heritage Wealth Management, LLC	242	$18.0K	0.01%	−801−76.8%	Reduced
Legacy Bridge, LLC	245	$18.0K	0.01%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	–	$18.0K	0.00%	–	–
Clear Perspectives Financial Planning, LLC	245	$18.0K	0.01%	00.0%	Unchanged
Resolute Partners Group	239	$18.0K	0.00%	00.0%	Unchanged
MUFG Americas Holdings Corp	256	$19.0K	0.00%	−22,284−98.9%	Reduced
Accel Wealth Management	252	$19.0K	0.01%	00.0%	Unchanged
Newton One Investments LLC	264	$19.0K	0.02%	+264	New
Archer Investment Corp	260	$19.1K	0.01%	00.0%	Unchanged
JJJ Advisors Inc.	273	$20.0K	0.01%	−17−5.9%	Reduced
PrairieView Partners, LLC	274	$20.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	278	$20.0K	0.00%	+3+1.1%	Added
Highlander Capital Management, LLC	267	$20.0K	0.01%	00.0%	Unchanged
Tradition Wealth Management, LLC	266	$20.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	283	$21.0K	0.01%	+27+10.5%	Added
Perkins Coie Trust Co	300	$22.0K	0.01%	+300	New
McIlrath & Eck, LLC	325	$24.0K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	346	$25.0K	0.01%	−431−55.5%	Reduced
Wolff Wiese Magana LLC	337	$25.0K	0.02%	+24+7.7%	Added
West Oak Capital, LLC	350	$26.0K	0.01%	−250−41.7%	Reduced
Kings Point Capital Management	347	$26.0K	0.00%	+147+73.5%	Added
Sterling Financial Planning, Inc.	383	$28.0K	0.02%	00.0%	Unchanged
Logan Capital Management Inc	398	$29.0K	0.00%	−100−20.1%	Reduced
Smith Asset Management Group LP	400	$29.0K	0.00%	+400	New
Laurel Wealth Planning LLC	400	$29.0K	0.03%	+400	New
First Personal Financial Services	412	$30.0K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	440	$32.0K	0.01%	+200+83.3%	Added
JNBA Financial Advisors	455	$33.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	461	$34.0K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	468	$34.0K	0.02%	+138+41.8%	Added
Gables Capital Management Inc.	480	$35.0K	0.02%	00.0%	Unchanged
KB Financial Partners, LLC	484	$36.0K	0.01%	−1−0.2%	Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA	500	$36.8K	0.04%	+300+150.0%	Added
Pacific Center for Financial Services	500	$37.0K	0.02%	00.0%	Unchanged