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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 7,476 | $550.0K | 0.11% | −100−1.3% | Reduced |
| Doyle Wealth Management | 7,503 | $552.0K | 0.05% | −20,594−73.3% | Reduced |
| D'Orazio & Associates, Inc. | 7,516 | $553.0K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,521 | $553.3K | 0.08% | +250+3.4% | Added |
| Compton Capital Management Inc | 7,525 | $554.0K | 0.16% | +250+3.4% | Added |
| Investment Management of Virginia LLC | 7,570 | $556.0K | 0.11% | −213−2.7% | Reduced |
| Duality Advisers, LP | 7,591 | $558.0K | 0.05% | −36,962−83.0% | Reduced |
| Rowland & Co Investment Counsel | 7,617 | $560.4K | 0.14% | +10.0% | Added |
| AGF Investments LLC | 7,671 | $564.0K | 0.06% | −1,559−16.9% | Reduced |
| Investors Research Corp | 7,666 | $564.0K | 0.20% | 00.0% | Unchanged |
| Welch Group, LLC | 7,693 | $566.0K | 0.04% | −84−1.1% | Reduced |
| Beacon Financial Advisory LLC | 7,723 | $568.0K | 0.31% | −292−3.6% | Reduced |
| Polar Asset Management Partners Inc. | 7,727 | $568.0K | 0.01% | +7,727 | New |
| Fulton Breakefield Broenniman LLC | 7,727 | $569.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 7,739 | $570.0K | 0.05% | −782−9.2% | Reduced |
| Westshore Wealth, LLC | 7,748 | $570.0K | 0.29% | +200+2.6% | Added |
| Hyman Charles D | 7,786 | $573.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,729 | $573.0K | 0.05% | −23−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,782 | $573.0K | 0.03% | +3,083+65.6% | Added |
| Gleason Group, Inc. | 7,847 | $577.0K | 0.21% | +65+0.8% | Added |
| Homrich & Berg | 7,875 | $579.0K | 0.01% | +18+0.2% | Added |
| Marks Group Wealth Management, Inc | 7,859 | $580.0K | 0.08% | +230+3.0% | Added |
| Farmers Trust Co | 7,913 | $582.0K | 0.13% | −485−5.8% | Reduced |
| Gateway Investment Advisers LLC | 7,913 | $582.0K | 0.01% | −309−3.8% | Reduced |
| Alliance Wealth Advisors, LLC | 7,952 | $585.0K | 0.53% | −43−0.5% | Reduced |
| Brighton Jones LLC | 7,970 | $586.0K | 0.03% | +534+7.2% | Added |
| Northwest Bancshares, Inc. | 7,975 | $587.0K | 0.13% | −190−2.3% | Reduced |
| Frontier Wealth Management LLC | 8,007 | $589.0K | 0.04% | +1,802+29.0% | Added |
| Cambridge Trust Co | 8,036 | $591.0K | 0.02% | −3,120−28.0% | Reduced |
| Summit Financial Group Inc | 8,035 | $591.0K | 0.22% | +849+11.8% | Added |
| Montag A & Associates Inc | 8,087 | $595.0K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 8,092 | $595.0K | 0.02% | +1,104+15.8% | Added |
| Platform Technology Partners | 8,104 | $596.0K | 0.25% | +8,104 | New |
| Trexquant Investment LP | 8,109 | $597.0K | 0.05% | +8,109 | New |
| Smith, Moore & Co. | 8,176 | $602.0K | 0.09% | −1,050−11.4% | Reduced |
| Sentry Investment Management LLC | 8,211 | $604.0K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance | 8,246 | $607.0K | 0.14% | +969+13.3% | Added |
| Main Street Research LLC | 8,269 | $608.0K | 0.05% | −468−5.4% | Reduced |
| Tectonic Advisors LLC | 8,314 | $612.0K | 0.13% | +1,149+16.0% | Added |
| AMG National Trust Bank | 8,368 | $616.0K | 0.02% | −98−1.2% | Reduced |
| Sawtooth Solutions, LLC | 8,403 | $618.0K | 0.12% | −339−3.9% | Reduced |
| CSS LLC | 8,402 | $618.0K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 8,429 | $620.0K | 0.12% | +9+0.1% | Added |
| Strategic Advisors LLC | 8,478 | $623.0K | 0.16% | +171+2.1% | Added |
| Level Four Advisory Services, LLC | 8,486 | $624.0K | 0.04% | −1,094−11.4% | Reduced |
| Greenleaf Trust | 8,517 | $627.0K | 0.01% | +831+10.8% | Added |
| Toroso Investments, LLC | 8,516 | $627.0K | 0.02% | +2,554+42.8% | Added |
| Graypoint LLC | 8,579 | $631.0K | 0.08% | −135−1.5% | Reduced |
| JustInvest LLC | 8,573 | $631.0K | 0.07% | +384+4.7% | Added |
| Checchi Capital Advisers, LLC | 8,662 | $637.0K | 0.08% | −415−4.6% | Reduced |
| Fma Advisory Inc | 8,667 | $638.0K | 0.24% | +9+0.1% | Added |
| Bessemer Group Inc | 8,748 | $644.0K | 0.00% | +1,281+17.2% | Added |
| Ameritas Investment Company, LLC | 4,946 | $647.0K | 0.03% | −12,747−72.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,794 | $647.0K | 0.03% | +540+6.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,850 | $651.0K | 0.12% | −390−4.2% | Reduced |
| 1st Source Bank | 8,846 | $651.0K | 0.04% | +600+7.3% | Added |
| Acadian Asset Management LLC | 8,933 | $657.0K | 0.00% | −794−8.2% | Reduced |
| Stokes Family Office, LLC | 8,943 | $658.0K | 0.09% | +11+0.1% | Added |
| Brown Advisory Securities, LLC | 8,971 | $660.0K | 0.10% | −705−7.3% | Reduced |
| Colonial Trust Advisors | 8,972 | $660.0K | 0.08% | −473−5.0% | Reduced |
| Spreng Capital Management, Inc. | 8,985 | $661.0K | 0.43% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 9,013 | $663.0K | 0.32% | +40+0.4% | Added |
| Essex Private Wealth Management, LLC | 9,037 | $665.0K | 0.61% | −383−4.1% | Reduced |
| SPC Financial, Inc. | 9,067 | $667.0K | 0.08% | −999−9.9% | Reduced |
| Centre Asset Management, LLC | 9,069 | $667.0K | 0.35% | −400−4.2% | Reduced |
| CoreFirst Bank & Trust | 9,062 | $667.0K | 0.45% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 9,062 | $667.0K | 0.44% | +238+2.7% | Added |
| Cable Hill Partners, LLC | 9,080 | $668.0K | 0.16% | −17−0.2% | Reduced |
| Girard Partners Ltd. | 9,104 | $669.0K | 0.09% | −10,173−52.8% | Reduced |
| FinTrust Capital Advisors, LLC | 9,117 | $671.0K | 0.18% | −270−2.9% | Reduced |
| AlphaStar Capital Management, LLC | 9,135 | $672.0K | 0.09% | +758+9.0% | Added |
| Orion Portfolio Solutions, LLC | 9,195 | $676.0K | 0.03% | +538+6.2% | Added |
| Delta Asset Management LLC | 9,205 | $677.0K | 0.06% | −950−9.4% | Reduced |
| Mirabella Financial Services LLP | 9,239 | $680.0K | 0.13% | −2,875−23.7% | Reduced |
| Nations Financial Group Inc, | 9,277 | $683.0K | 0.11% | +1,153+14.2% | Added |
| BCGM Wealth Management, LLC | 9,272 | $694.0K | 0.41% | +784+9.2% | Added |
| ACG Wealth | 9,452 | $695.0K | 0.09% | −1,685−15.1% | Reduced |
| Wealthspire Advisors, LLC | 9,501 | $699.0K | 0.02% | −16,043−62.8% | Reduced |
| Cullinan Associates Inc | 9,512 | $700.0K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,516 | $700.0K | 0.11% | +1,211+14.6% | Added |
| Canal Capital Management, LLC | 9,568 | $704.0K | 0.20% | +133+1.4% | Added |
| IFG Advisory, LLC | 9,593 | $705.0K | 0.08% | −2,469−20.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,600 | $706.3K | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,065 | $711.0K | 0.10% | −282−2.7% | Reduced |
| Blue Fin Capital, Inc. | 9,766 | $718.0K | 0.22% | −784−7.4% | Reduced |
| RNC Capital Management LLC | 9,837 | $724.0K | 0.04% | +9,837 | New |
| Illinois Municipal Retirement Fund | 9,862 | $726.0K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 9,896 | $728.0K | 0.01% | −131,941−93.0% | Reduced |
| Mutual Advisors, LLC | 9,897 | $728.0K | 0.04% | −626−5.9% | Reduced |
| Prio Wealth Limited Partnership | 9,975 | $734.0K | 0.02% | −500−4.8% | Reduced |
| Northstar Investment Advisors LLC | 9,849 | $737.0K | 0.10% | −1,114−10.2% | Reduced |
| VeraBank, N.A. | 10,062 | $740.0K | 0.44% | −2,300−18.6% | Reduced |
| GWM Advisors LLC | 10,103 | $743.0K | 0.02% | +877+9.5% | Added |
| Front Row Advisors LLC | 9,419 | $745.0K | 0.31% | +369+4.1% | Added |
| Hanson & Doremus Investment Management | 9,555 | $754.0K | 0.23% | −1,956−17.0% | Reduced |
| Mid Atlantic Financial Management Inc | 10,263 | $755.0K | 0.05% | +124+1.2% | Added |
| Csenge Advisory Group | 10,227 | $758.0K | 0.07% | +5,877+135.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,319 | $759.0K | 0.35% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,348 | $761.0K | 0.12% | +716+7.4% | Added |
| Cary Street Partner Investment Advisory LLC | 10,352 | $762.0K | 0.25% | −88,448−89.5% | Reduced |