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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 5,558 | $409.0K | 0.01% | +328+6.3% | Added |
| Prelude Capital Management, LLC | 5,566 | $409.0K | 0.02% | +5,566 | New |
| Spinnaker Trust | 5,575 | $410.0K | 0.03% | −300−5.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,570 | $410.0K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 5,583 | $411.0K | 0.05% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,591 | $411.0K | 0.06% | +5,591 | New |
| Moody Lynn & Lieberson, LLC | 5,608 | $413.0K | 0.03% | −122−2.1% | Reduced |
| Sawyer & Company, Inc | 5,651 | $416.0K | 0.19% | −316−5.3% | Reduced |
| ZWJ Investment Counsel Inc | 5,654 | $416.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,668 | $417.0K | 0.11% | +428+8.2% | Added |
| First Commonwealth Financial Corp | 5,673 | $417.0K | 0.15% | +962+20.4% | Added |
| Gsa Capital Partners LLP | 5,678 | $418.0K | 0.05% | +1,443+34.1% | Added |
| Fulcrum Equity Management | 5,714 | $420.0K | 0.16% | +48+0.8% | Added |
| CIBC World Markets Inc. | 5,721 | $421.0K | 0.00% | +92+1.6% | Added |
| Birchcreek Wealth Management, LLC | 5,751 | $423.0K | 0.41% | 00.0% | Unchanged |
| Change Path, LLC | 5,756 | $424.0K | 0.03% | +232+4.2% | Added |
| Total Clarity Wealth Management, Inc. | 5,760 | $424.0K | 0.24% | +3,851+201.7% | Added |
| Keystone Financial Group | 5,775 | $425.0K | 0.08% | −546−8.6% | Reduced |
| Dividend Assets Capital, LLC | 5,810 | $427.0K | 0.08% | −80−1.4% | Reduced |
| Aevitas Wealth Management, Inc. | 5,813 | $428.0K | 0.27% | +257+4.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,828 | $429.0K | 0.00% | −127−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 5,849 | $431.0K | 0.20% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 5,883 | $433.0K | 0.38% | +5,883 | New |
| Ropes Wealth Advisors LLC | 5,895 | $434.0K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,952 | $438.0K | 0.14% | +300+5.3% | Added |
| First Hawaiian Bank | 5,960 | $439.0K | 0.02% | −377−5.9% | Reduced |
| Aveo Capital Partners, LLC | 5,962 | $439.0K | 0.10% | +790+15.3% | Added |
| Chicago Capital, LLC | 5,984 | $440.0K | 0.02% | +465+8.4% | Added |
| Jump Financial, LLC | 5,999 | $441.0K | 0.04% | +5,999 | New |
| Northern Oak Wealth Management Inc | 6,029 | $444.0K | 0.05% | +168+2.9% | Added |
| West Family Investments, Inc. | 6,034 | $444.0K | 0.12% | +6,034 | New |
| Curbstone Financial Management Corp | 6,050 | $445.0K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,054 | $445.0K | 0.15% | +323+5.6% | Added |
| Marcum Wealth, LLC | 6,061 | $446.0K | 0.07% | +189+3.2% | Added |
| Keudell/Morrison Wealth Management | 6,133 | $451.0K | 0.25% | +40+0.7% | Added |
| Capital Investment Counsel, Inc | 6,137 | $451.0K | 0.10% | +2,830+85.6% | Added |
| Scotia Capital Inc. | 6,143 | $452.0K | 0.00% | +2,147+53.7% | Added |
| Flputnam Investment Management Co | 6,194 | $456.0K | 0.02% | −838−11.9% | Reduced |
| Cim Investment Mangement Inc | 6,194 | $456.0K | 0.14% | −34−0.5% | Reduced |
| NSI Retail Advisors, LLC | 6,211 | $457.0K | 0.07% | +6,211 | New |
| Abacus Planning Group, Inc. | 6,232 | $459.0K | 0.14% | −400−6.0% | Reduced |
| Princeton Capital Management LLC | 6,242 | $459.0K | 0.14% | −80−1.3% | Reduced |
| Northstar Group, Inc. | 6,255 | $460.0K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,954 | $461.0K | 0.25% | +650+12.3% | Added |
| Maven Securities LTD | 6,268 | $461.0K | 0.05% | +6,268 | New |
| Capital Asset Advisory Services LLC | 6,322 | $465.0K | 0.05% | −442−6.5% | Reduced |
| Capital Wealth Planning, LLC | 6,316 | $465.0K | 0.01% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,386 | $470.0K | 0.16% | −15−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $471.0K | 0.44% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 6,449 | $474.0K | 0.04% | −13−0.2% | Reduced |
| Strategic Equity Management | 6,482 | $477.0K | 0.16% | −2,177−25.1% | Reduced |
| Symmetry Partners, LLC | 6,492 | $478.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 6,505 | $479.0K | 0.07% | −610−8.6% | Reduced |
| Hoese & Co LLP | 6,517 | $479.0K | 0.54% | +202+3.2% | Added |
| Clearstead Advisors, LLC | 6,507 | $479.0K | 0.04% | +254+4.1% | Added |
| Principle Wealth Partners LLC | 6,548 | $482.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,548 | $482.0K | 0.05% | +6,548 | New |
| Financial Planning & Information Services, Inc. | 6,567 | $483.0K | 0.14% | +523+8.7% | Added |
| Osborne Partners Capital Management, LLC | 6,575 | $484.0K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6,644 | $489.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,663 | $490.0K | 0.03% | −3,237−32.7% | Reduced |
| Donaldson Capital Management, LLC | 6,693 | $492.0K | 0.03% | −1,246−15.7% | Reduced |
| Meeder Asset Management Inc | 6,682 | $492.0K | 0.02% | +1,043+18.5% | Added |
| Snowden Capital Advisors LLC | 6,714 | $494.0K | 0.02% | −43,550−86.6% | Reduced |
| Citizens Financial Group Inc | 6,721 | $494.0K | 0.02% | −1,255−15.7% | Reduced |
| Tranquility Partners, LLC | 6,715 | $494.0K | 0.28% | −305−4.3% | Reduced |
| Truvestments Capital LLC | 6,730 | $495.0K | 0.27% | +781+13.1% | Added |
| Cedar Brook Financial Partners, LLC | 6,786 | $499.0K | 0.14% | −1,246−15.5% | Reduced |
| Reaves W H & Co Inc | 6,777 | $499.0K | 0.02% | +1,822+36.8% | Added |
| Transcend Wealth Collective, LLC | 6,854 | $504.0K | 0.07% | +169+2.5% | Added |
| Almanack Investment Partners, LLC. | 6,860 | $505.0K | 0.05% | +30.0% | Added |
| Summit X, LLC | 6,812 | $506.0K | 0.13% | −58−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,757 | $507.0K | 0.04% | −128−1.9% | Reduced |
| Renasant Bank | 6,923 | $509.0K | 0.39% | −496−6.7% | Reduced |
| Koshinski Asset Management, Inc. | 6,941 | $511.0K | 0.06% | +6,941 | New |
| Cullen Capital Management LLC | 6,954 | $512.0K | 0.00% | +1,332+23.7% | Added |
| MBA Advisors LLC | 7,016 | $516.0K | 0.39% | 00.0% | Unchanged |
| Field & Main Bank | 7,077 | $521.0K | 0.33% | +387+5.8% | Added |
| Rehmann Capital Advisory Group | 7,071 | $523.9K | 0.05% | +20+0.3% | Added |
| Independent Financial Group, LLC | 7,126 | $524.3K | 0.06% | +84+1.2% | Added |
| Kingfisher Capital LLC | 7,132 | $525.0K | 0.13% | −28−0.4% | Reduced |
| PFG Advisors | 7,170 | $527.0K | 0.06% | −20.0% | Reduced |
| AdvisorNet Financial, Inc | 7,204 | $530.0K | 0.04% | −585−7.5% | Reduced |
| Charles Schwab Trust Co | 7,235 | $532.0K | 0.10% | −400−5.2% | Reduced |
| Hilltop Holdings Inc. | 7,245 | $532.0K | 0.06% | +451+6.6% | Added |
| Camden Capital, LLC | 7,235 | $532.0K | 0.12% | +495+7.3% | Added |
| Aigen Investment Management, LP | 7,293 | $537.0K | 0.09% | −205,770−96.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,300 | $537.0K | 0.21% | −1,460−16.7% | Reduced |
| Wellington Shields Capital Management, LLC | 7,294 | $537.0K | 0.06% | +2,410+49.3% | Added |
| Financial Architects, Inc | 7,323 | $539.0K | 0.08% | −896−10.9% | Reduced |
| Parsons Capital Management Inc | 7,340 | $540.0K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,357 | $541.0K | 0.00% | −601−7.6% | Reduced |
| Bel Air Investment Advisors LLC | 7,364 | $542.0K | 0.02% | −2,296−23.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,363 | $542.0K | 0.02% | +3,739+103.2% | Added |
| Equitable Holdings, Inc. | 7,401 | $544.0K | 0.01% | +19+0.3% | Added |
| Intrust Bank NA | 7,402 | $545.0K | 0.07% | +1,505+25.5% | Added |
| Point72 Hong Kong Ltd | 7,410 | $545.0K | 0.04% | +6,195+509.9% | Added |
| Dynamic Technology Lab Private Ltd | 7,404 | $545.0K | 0.05% | +7,404 | New |
| Financial Network Wealth Management LLC | 7,417 | $546.0K | 0.32% | +133+1.8% | Added |
| Bridges Investment Management Inc | 7,457 | $549.0K | 0.02% | −290−3.7% | Reduced |