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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 3,354 | $247.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,367 | $248.0K | 0.01% | −749−18.2% | Reduced |
| Aries Wealth Management | 3,373 | $248.0K | 0.11% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,371 | $248.0K | 0.18% | +3,371 | New |
| Hunter Associates Investment Management LLC | 3,378 | $249.0K | 0.08% | −2,929−46.4% | Reduced |
| Putnam Investments LLC | 3,389 | $249.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 3,394 | $250.0K | 0.03% | −1,866−35.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,402 | $250.0K | 0.06% | +2+0.1% | Added |
| Mitchell Sinkler & Starr | 3,424 | $252.0K | 0.23% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,430 | $252.0K | 0.03% | +1,167+51.6% | Added |
| Wintrust Investments LLC | 3,444 | $253.0K | 0.03% | +10.0% | Added |
| Oarsman Capital, Inc. | 3,434 | $253.0K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,442 | $253.0K | 0.04% | +67+2.0% | Added |
| Laffer Tengler Investments | 3,440 | $253.1K | 0.09% | +2,715+374.5% | Added |
| Hall Laurie J Trustee | 3,445 | $254.0K | 0.10% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $255.0K | 0.04% | – | – |
| Benchmark Wealth Management, LLC | 3,474 | $256.0K | 0.18% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,500 | $257.0K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,493 | $257.0K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,499 | $257.0K | 0.01% | +3,499 | New |
| Community Capital Management, Inc. | 3,500 | $257.0K | 0.26% | +3,500 | New |
| Exane Derivatives | 3,452 | $257.2K | 0.06% | +608+21.4% | Added |
| Continuum Advisory, LLC | 3,526 | $259.0K | 0.08% | +3,526 | New |
| North Point Portfolio Managers Corp | 3,540 | $260.0K | 0.04% | +190+5.7% | Added |
| Modera Wealth Management, LLC | 3,529 | $260.0K | 0.01% | +276+8.5% | Added |
| Baker Ellis Asset Management LLC | 3,552 | $261.0K | 0.05% | −93−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $261.0K | 0.10% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,570 | $263.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,570 | $263.0K | 0.03% | +40+1.1% | Added |
| LexAurum Advisors, LLC | 3,596 | $265.0K | 0.08% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,599 | $265.0K | 0.14% | +3,599 | New |
| Cape Cod Five Cents Savings Bank | 3,619 | $266.0K | 0.03% | −50−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,556 | $266.0K | 0.07% | −81−2.2% | Reduced |
| Rede Wealth, LLC | 3,629 | $267.0K | 0.14% | −139−3.7% | Reduced |
| Winton Group Ltd | 3,647 | $268.0K | 0.01% | +3,647 | New |
| GSB Wealth Management, LLC | 3,650 | $269.0K | 0.08% | −2,950−44.7% | Reduced |
| Bath Savings Trust Co | 3,658 | $269.0K | 0.03% | +112+3.2% | Added |
| Trustmark National Bank Trust Department | 3,697 | $272.0K | 0.02% | −535−12.6% | Reduced |
| Institute for Wealth Management, LLC. | 3,709 | $273.0K | 0.05% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,719 | $273.0K | 0.03% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,718 | $274.0K | 0.06% | −1,614−30.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,613 | $274.0K | 0.07% | −70−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,726 | $274.0K | 0.02% | +294+8.6% | Added |
| Santori & Peters | 3,746 | $275.0K | 0.16% | +29+0.8% | Added |
| Pittenger & Anderson Inc | 3,750 | $276.0K | 0.01% | −600−13.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,756 | $276.0K | 0.01% | −377−9.1% | Reduced |
| Eastern Bank | 3,755 | $276.0K | 0.01% | −184−4.7% | Reduced |
| ERTS Wealth Advisors, LLC | 3,752 | $276.0K | 0.07% | −92−2.4% | Reduced |
| Arden Trust Co | 3,759 | $276.0K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,760 | $277.0K | 0.13% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,761 | $277.0K | 0.05% | +113+3.1% | Added |
| Alpha Cubed Investments, LLC | 3,781 | $278.0K | 0.02% | −168−4.3% | Reduced |
| Roman Butler Fullerton & Co | 3,789 | $279.0K | 0.14% | +4+0.1% | Added |
| 44 Wealth Management LLC | 3,808 | $280.0K | 0.11% | −71−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,825 | $281.0K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,831 | $282.0K | 0.05% | −10−0.3% | Reduced |
| Ieq Capital, LLC | 3,872 | $285.0K | 0.01% | +3,872 | New |
| Apriem Advisors | 3,882 | $286.0K | 0.04% | +260+7.2% | Added |
| Cordasco Financial Network | 3,900 | $287.0K | 0.20% | −145−3.6% | Reduced |
| Fiducient Advisors LLC | 3,906 | $287.0K | 0.09% | −120−3.0% | Reduced |
| Beaumont Financial Partners, LLC | 3,946 | $290.0K | 0.02% | −298−7.0% | Reduced |
| Mayfair Advisory Group, LLC | 3,945 | $290.0K | 0.46% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,955 | $291.0K | 0.19% | −1,460−27.0% | Reduced |
| Valley National Advisers Inc | 3,956 | $291.0K | 0.05% | −400−9.2% | Reduced |
| Pitcairn Co | 3,979 | $293.0K | 0.02% | −191−4.6% | Reduced |
| Abbot Financial Management, Inc. | 3,989 | $293.0K | 0.13% | 00.0% | Unchanged |
| Wade G W & Inc | 3,989 | $293.0K | 0.01% | +10+0.3% | Added |
| Altavista Wealth Management, Inc. | 3,977 | $293.0K | 0.06% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,994 | $294.0K | 0.22% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,014 | $295.0K | 0.05% | −291−6.8% | Reduced |
| Cobblestone Capital Advisors LLC | 4,012 | $295.0K | 0.02% | −120−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,021 | $296.0K | 0.06% | −14−0.3% | Reduced |
| Fagan Associates, Inc. | 4,018 | $296.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,034 | $297.0K | 0.10% | +92+2.3% | Added |
| WealthTrust Axiom LLC | 4,073 | $299.0K | 0.10% | −20.0% | Reduced |
| Mercer Capital Advisers, Inc. | 4,068 | $299.0K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 4,056 | $299.0K | 0.02% | +299+8.0% | Added |
| Adirondack Trust Co | 4,074 | $300.0K | 0.15% | +20+0.5% | Added |
| Gryphon Financial Partners LLC | 3,989 | $300.0K | 0.07% | +284+7.7% | Added |
| Signaturefd, LLC | 4,103 | $302.0K | 0.01% | −397−8.8% | Reduced |
| Camden National Bank | 4,099 | $302.0K | 0.06% | −400−8.9% | Reduced |
| Successful Portfolios LLC | 4,102 | $302.0K | 0.18% | −300−6.8% | Reduced |
| Glenview State Bank Trust Dept. | 4,100 | $302.0K | 0.09% | −100−2.4% | Reduced |
| Allegiant Private Advisors, LLC | 4,106 | $302.0K | 0.05% | −52−1.3% | Reduced |
| Wellington Shields & Co., LLC | 4,108 | $302.0K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,101 | $302.0K | 0.01% | +539+15.1% | Added |
| DAGCO, Inc. | 4,166 | $306.0K | 0.14% | −1,075−20.5% | Reduced |
| Riverview Trust Co | 4,164 | $306.0K | 0.32% | −95−2.2% | Reduced |
| Perigon Wealth Management, LLC | 4,169 | $307.0K | 0.03% | +397+10.5% | Added |
| McKinley Carter Wealth Services, Inc. | 4,192 | $309.0K | 0.03% | 00.0% | Unchanged |
| Dodge & Cox | 4,212 | $310.0K | 0.00% | −300−6.6% | Reduced |
| Ashfield Capital Partners, LLC | 4,246 | $312.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,255 | $313.0K | 0.08% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,274 | $314.0K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,272 | $314.0K | 0.02% | +4,272 | New |
| GM Advisory Group, Inc. | 4,383 | $322.0K | 0.03% | −350−7.4% | Reduced |
| Firethorn Wealth Partners, LLC | 4,382 | $322.0K | 0.27% | +31+0.7% | Added |
| Bayesian Capital Management, LP | 4,383 | $322.0K | 0.08% | +4,383 | New |
| Allegheny Financial Group LTD | 4,385 | $323.0K | 0.15% | −285−6.1% | Reduced |
| Henshaw Capital LLC | 4,397 | $323.5K | 0.02% | 00.0% | Unchanged |