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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 2,558 | $188.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,551 | $188.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,585 | $190.0K | 0.13% | +2,184+544.6% | Added |
| WealthShield Partners, LLC | 2,616 | $192.0K | 0.03% | −655−20.0% | Reduced |
| Concord Wealth Partners | 2,651 | $195.0K | 0.06% | −167−5.9% | Reduced |
| CX Institutional | 2,670 | $196.0K | 0.02% | +1,161+76.9% | Added |
| Williams Jones Wealth Management, LLC. | 2,732 | $201.0K | 0.00% | −20,311−88.1% | Reduced |
| Berman Capital Advisors, LLC | 2,738 | $201.0K | 0.03% | +315+13.0% | Added |
| International Assets Investment Management, LLC | 2,795 | $202.0K | 0.04% | −92−3.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,748 | $202.0K | 0.06% | 00.0% | Unchanged |
| Campion Asset Management LLC | 2,743 | $202.0K | 0.17% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,788 | $205.0K | 0.02% | −1,515−35.2% | Reduced |
| YHB Investment Advisors, Inc. | 2,792 | $205.0K | 0.02% | −298−9.6% | Reduced |
| Court Place Advisors, LLC | 2,786 | $205.0K | 0.06% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,800 | $205.0K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,785 | $205.0K | 0.01% | +2,785 | New |
| Monterey Private Wealth, Inc. | 2,804 | $206.0K | 0.12% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,802 | $206.0K | 0.03% | −95−3.3% | Reduced |
| Norway Savings Bank | 2,817 | $207.0K | 0.10% | −1,000−26.2% | Reduced |
| Rockland Trust Co | 2,837 | $208.0K | 0.01% | −424−13.0% | Reduced |
| Verity Asset Management, Inc. | 2,823 | $208.0K | 0.11% | +2,823 | New |
| Nwam LLC | 2,836 | $209.0K | 0.02% | −565−16.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,838 | $209.0K | 0.06% | +9+0.3% | Added |
| MBE Wealth Management, LLC | 2,854 | $210.0K | 0.11% | 00.0% | Unchanged |
| Tobam | 2,872 | $211.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,866 | $211.0K | 0.02% | +2,866 | New |
| PDS Planning, Inc | 2,885 | $212.0K | 0.05% | −879−23.4% | Reduced |
| Duncker Streett & Co Inc | 2,876 | $212.0K | 0.04% | −875−23.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,875 | $212.0K | 0.02% | +201+7.5% | Added |
| Capital Analysts, LLC | 2,878 | $212.0K | 0.01% | +313+12.2% | Added |
| Beacon Investment Advisory Services, Inc. | 2,900 | $213.0K | 0.01% | −2,004−40.9% | Reduced |
| MAI Capital Management | 2,896 | $213.0K | 0.00% | +2,896 | New |
| Mark Stevens | 2,911 | $214.0K | 0.02% | −483−14.2% | Reduced |
| M&G Investment Management Ltd | 2,914 | $216.0K | 0.00% | −291−9.1% | Reduced |
| Van Cleef Asset Management,Inc | 2,942 | $216.0K | 0.03% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,953 | $217.0K | 0.04% | −7−0.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,954 | $217.0K | 0.11% | +159+5.7% | Added |
| Bedel Financial Consulting, Inc. | 2,945 | $217.0K | 0.08% | +200+7.3% | Added |
| Neville Rodie & Shaw Inc | 2,960 | $218.0K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,963 | $218.0K | 0.11% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,960 | $218.0K | 0.06% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,961 | $218.0K | 0.04% | +84+2.9% | Added |
| Douglas Lane & Associates, LLC | 2,968 | $218.0K | 0.00% | +83+2.9% | Added |
| Capital Advisors, Ltd. LLC | 2,969 | $218.0K | 0.04% | +2,375+399.8% | Added |
| DRW Securities, LLC | 2,965 | $218.0K | 0.03% | +2,965 | New |
| EPG Wealth Management LLC | 2,977 | $219.0K | 0.09% | −305−9.3% | Reduced |
| Barrett Asset Management, LLC | 2,971 | $219.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,979 | $219.0K | 0.12% | +230+8.4% | Added |
| NewEdge Wealth, LLC | 2,978 | $219.0K | 0.02% | +2,978 | New |
| Gamble Jones Investment Counsel | 3,004 | $221.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,009 | $221.0K | 0.09% | +15+0.5% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,013 | $222.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,018 | $222.0K | 0.02% | +54+1.8% | Added |
| Mendel Money Management | 3,020 | $222.0K | 0.14% | +80+2.7% | Added |
| Journey Advisory Group, LLC | 3,059 | $225.0K | 0.07% | −534−14.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,062 | $225.0K | 0.15% | +25+0.8% | Added |
| Valmark Advisers, Inc. | 3,071 | $226.0K | 0.00% | +3,071 | New |
| Ironwood Investment Counsel, LLC | 3,091 | $227.0K | 0.06% | −174−5.3% | Reduced |
| Apollon Wealth Management, LLC | 3,087 | $227.0K | 0.04% | −62−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,088 | $227.0K | 0.01% | −26−0.8% | Reduced |
| Fayez Sarofim & Co | 3,090 | $227.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 3,087 | $227.0K | 0.07% | +152+5.2% | Added |
| CAPROCK Group, Inc. | 3,085 | $227.0K | 0.02% | +252+8.9% | Added |
| Advisors Capital Management, LLC | 3,082 | $227.0K | 0.01% | +445+16.9% | Added |
| Occudo Quantitative Strategies LP | 3,105 | $228.0K | 0.03% | −25,497−89.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,100 | $228.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,104 | $228.0K | 0.03% | +74+2.4% | Added |
| First National Bank of Omaha | 3,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,031 | $229.0K | 0.11% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 3,109 | $229.0K | 0.05% | +3,109 | New |
| Pallas Capital Advisors LLC | 3,038 | $229.0K | 0.03% | +3,038 | New |
| Global Trust Asset Management, LLC | 3,144 | $231.0K | 0.11% | −90−2.8% | Reduced |
| Private Asset Management Inc | 3,140 | $231.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,145 | $231.0K | 0.07% | +3+0.1% | Added |
| MTM Investment Management, LLC | 3,140 | $231.0K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,150 | $232.0K | 0.20% | +3,150 | New |
| Inverness Counsel LLC | 3,167 | $233.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3,166 | $233.0K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 3,173 | $233.0K | 0.11% | +373+13.3% | Added |
| American State Bank (Iowa) | 3,176 | $233.7K | 0.18% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,179 | $234.0K | 0.13% | +5+0.2% | Added |
| D L Carlson Investment Group Inc | 3,196 | $235.0K | 0.04% | −215−6.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,194 | $235.0K | 0.03% | −10−0.3% | Reduced |
| MJP Associates Inc | 3,196 | $235.0K | 0.08% | +21+0.7% | Added |
| Eqis Capital Management, Inc. | 3,197 | $235.0K | 0.02% | +136+4.4% | Added |
| Comerica Securities,inc. | 3,204 | $236.0K | 0.02% | +46+1.5% | Added |
| Barnett & Company, Inc. | 3,225 | $237.0K | 0.16% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $238.0K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 3,250 | $239.0K | 0.02% | −37−1.1% | Reduced |
| Fieldpoint Private Securities, LLC | 3,142 | $240.0K | 0.05% | −1,279−28.9% | Reduced |
| Fox Run Management, L.L.C. | 3,259 | $240.0K | 0.22% | +3,259 | New |
| Curran Financial Partners, LLC | 3,284 | $242.0K | 0.13% | +199+6.5% | Added |
| Segall Bryant & Hamill, LLC | 3,302 | $243.0K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,315 | $243.0K | 0.23% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,301 | $243.0K | 0.04% | +3,301 | New |
| McCollum Christoferson Group LLC | 3,310 | $244.0K | 0.06% | −860−20.6% | Reduced |
| Red Wave Investments LLC | 3,323 | $244.0K | 0.09% | +48+1.5% | Added |
| Summit Wealth Partners, LLC | 3,323 | $244.5K | 0.06% | +660+24.8% | Added |
| Selective Wealth Management, Inc. | 3,342 | $246.0K | 0.20% | +5+0.1% | Added |
| Eads & Heald Wealth Management | 3,349 | $246.0K | 0.12% | +185+5.8% | Added |