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 |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 4,411 | $324.0K | 0.08% | −238−5.1% | Reduced |
| Baldwin Investment Management, LLC | 4,400 | $324.0K | 0.06% | −100−2.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $324.0K | 0.23% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,449 | $327.0K | 0.02% | +111+2.6% | Added |
| HBW Advisory Services LLC | 4,465 | $328.0K | 0.09% | −127−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 4,254 | $329.0K | 0.02% | +140+3.4% | Added |
| Kore Private Wealth LLC | 4,492 | $330.0K | 0.04% | −594−11.7% | Reduced |
| Webster Bank, N. A. | 4,504 | $331.0K | 0.04% | −120−2.6% | Reduced |
| Sadoff Investment Management LLC | 4,500 | $331.0K | 0.02% | 00.0% | Unchanged |
| Rollins Financial | 4,494 | $331.0K | 0.12% | +4,494 | New |
| Wrapmanager Inc | 4,520 | $332.0K | 0.09% | +19+0.4% | Added |
| Coastal Investment Advisors, Inc. | 4,556 | $335.0K | 0.08% | +1,243+37.5% | Added |
| FourThought Financial, LLC | 4,593 | $337.0K | 0.05% | −156−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 4,585 | $337.0K | 0.28% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 4,578 | $337.0K | 0.03% | +100+2.2% | Added |
| Garrett Investment Advisors LLC | 4,598 | $338.0K | 0.11% | −158−3.3% | Reduced |
| Patton Albertson Miller Group, LLC | 4,594 | $338.0K | 0.08% | +1,025+28.7% | Added |
| Cadence Bank NA | 4,607 | $339.0K | 0.10% | −18−0.4% | Reduced |
| Latitude Advisors, LLC | 4,602 | $339.0K | 0.25% | +18+0.4% | Added |
| Johnson Financial Group, Inc. | 4,612 | $339.0K | 0.02% | +284+6.6% | Added |
| Milestone Advisory Partners | 4,621 | $340.0K | 0.18% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,632 | $341.0K | 0.00% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,648 | $342.0K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 4,495 | $342.0K | 0.13% | +65+1.5% | Added |
| EP Wealth Advisors, LLC | 4,696 | $346.0K | 0.01% | −857−15.4% | Reduced |
| M&R Capital Management Inc | 4,706 | $346.0K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,714 | $348.0K | 0.03% | −248−5.0% | Reduced |
| Clarius Group, LLC | 4,745 | $349.0K | 0.03% | −59−1.2% | Reduced |
| Aspiriant, LLC | 4,753 | $349.0K | 0.02% | +737+18.4% | Added |
| Middleton & Co Inc | 4,758 | $350.0K | 0.04% | +18+0.4% | Added |
| Allstate Corp | 4,773 | $351.0K | 0.01% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 4,803 | $353.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,818 | $354.0K | 0.04% | +205+4.4% | Added |
| Amica Retiree Medical Trust | 4,825 | $355.0K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,825 | $355.0K | 0.05% | +1,640+51.5% | Added |
| SFE Investment Counsel | 4,850 | $357.0K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,866 | $358.0K | 0.02% | −16,358−77.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,870 | $358.0K | 0.08% | −405−7.7% | Reduced |
| Westhampton Capital, LLC | 4,877 | $359.0K | 0.23% | −955−16.4% | Reduced |
| Altium Wealth Management LLC | 4,876 | $359.0K | 0.03% | +1,906+64.2% | Added |
| Principal Street Partners, LLC | 4,895 | $361.0K | 0.10% | −3,420−41.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,927 | $362.0K | 0.09% | +4,927 | New |
| Kinloch Capital, LLC | 4,941 | $363.0K | 0.26% | +101+2.1% | Added |
| North Star Investment Management Corp. | 4,961 | $365.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,984 | $366.0K | 0.05% | −42,403−89.5% | Reduced |
| Glassman Wealth Services | 4,971 | $366.0K | 0.08% | −4,729−48.8% | Reduced |
| Sandbox Financial Partners, LLC | 4,978 | $366.0K | 0.27% | +22+0.4% | Added |
| Resource Management, LLC | 4,992 | $367.0K | 0.04% | −133−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,007 | $368.0K | 0.04% | −1,431−22.2% | Reduced |
| Bristol John W & Co Inc | 5,000 | $368.0K | 0.01% | 00.0% | Unchanged |
| Somerville Kurt F | 5,000 | $368.0K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 5,015 | $369.0K | 0.09% | −160−3.1% | Reduced |
| KC Investment Advisors, LLC | 5,014 | $369.0K | 0.30% | +22+0.4% | Added |
| Philadelphia Trust Co | 5,025 | $370.0K | 0.03% | −10.0% | Reduced |
| Horizon Investments, LLC | 5,024 | $370.0K | 0.01% | +143+2.9% | Added |
| Procyon Private Wealth Partners, LLC | 5,023 | $370.0K | 0.10% | +5,023 | New |
| Lakeview Capital Partners, LLC | 5,044 | $371.0K | 0.16% | −370−6.8% | Reduced |
| Coastline Trust Co | 5,080 | $374.0K | 0.05% | −255−4.8% | Reduced |
| UMA Financial Services, Inc. | 5,027 | $374.0K | 0.11% | −33−0.7% | Reduced |
| Perpetual Investment Management Ltd | 5,100 | $375.0K | 0.05% | −1,600−23.9% | Reduced |
| Old North State Trust, LLC | 5,096 | $375.0K | 0.28% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,107 | $375.0K | 0.06% | +445+9.5% | Added |
| Kimelman & Baird, LLC | 5,100 | $375.0K | 0.03% | +5,100 | New |
| Two Sigma Securities, LLC | 5,109 | $376.0K | 0.09% | −33,324−86.7% | Reduced |
| Cypress Wealth Services, LLC | 5,111 | $376.0K | 0.10% | +119+2.4% | Added |
| E&G Advisors, LP | 0 | $377.0K | 0.10% | −4,519−100.0% | Reduced |
| Wambolt & Associates, LLC | 5,100 | $378.0K | 0.16% | +222+4.6% | Added |
| Jupiter Wealth Management LLC | 5,000 | $380.0K | 0.18% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,169 | $380.0K | 0.20% | +883+20.6% | Added |
| Marshall Wace, LLP | 5,184 | $381.0K | 0.00% | −123,053−96.0% | Reduced |
| Wealthsource Partners, LLC | 5,177 | $381.0K | 0.03% | +5,177 | New |
| Interchange Capital Partners, LLC | 5,209 | $383.0K | 0.59% | +119+2.3% | Added |
| Machina Capital S.A.S. | 5,200 | $383.0K | 0.65% | +2,200+73.3% | Added |
| Marotta Asset Management | 5,175 | $383.5K | 0.09% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 5,237 | $385.0K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,239 | $385.0K | 0.11% | +5,239 | New |
| StoneX Group Inc. | 5,248 | $386.0K | 0.06% | −647−11.0% | Reduced |
| Harbour Capital Advisors, LLC | 5,300 | $390.0K | 0.10% | −50−0.9% | Reduced |
| Gilman Hill Asset Management, LLC | 5,315 | $391.0K | 0.10% | +1,227+30.0% | Added |
| Parsec Financial Management, Inc. | 5,356 | $394.0K | 0.02% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 5,374 | $395.0K | 0.18% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 5,378 | $396.0K | 0.02% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 5,380 | $396.0K | 0.21% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,259 | $397.0K | 0.02% | −100−1.9% | Reduced |
| Minot Wealth Management LLC | 5,334 | $397.0K | 0.09% | +1,935+56.9% | Added |
| Savant Capital, LLC | 5,406 | $398.0K | 0.02% | +696+14.8% | Added |
| 4J Wealth Management LLC | 5,436 | $400.0K | 0.35% | −60−1.1% | Reduced |
| Pegasus Partners Ltd. | 5,447 | $401.0K | 0.08% | −3,616−39.9% | Reduced |
| First Horizon Corp | 5,462 | $401.0K | 0.04% | −44−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,450 | $401.0K | 0.07% | +907+20.0% | Added |
| Fiduciary Group LLC | 5,336 | $403.0K | 0.05% | −132−2.4% | Reduced |
| Washington Trust Bank | 5,482 | $403.0K | 0.05% | −87−1.6% | Reduced |
| Investment House LLC | 5,484 | $403.0K | 0.03% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 5,481 | $403.0K | 0.20% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 5,493 | $404.0K | 0.17% | −101−1.8% | Reduced |
| Princeton Portfolio Strategies Group LLC | 5,522 | $406.0K | 0.08% | −2,350−29.9% | Reduced |
| Roosevelt Investment Group LLC | 5,521 | $406.0K | 0.02% | −20.0% | Reduced |
| Busey Wealth Management | 5,533 | $407.0K | 0.02% | +35+0.6% | Added |
| Partners in Financial Planning | 5,538 | $407.4K | 0.13% | +5,538 | New |
| Archford Capital Strategies, LLC | 5,557 | $409.0K | 0.10% | +145+2.7% | Added |