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 |
|---|---|---|---|---|---|
| Pratt Collard Advisory Partners LLC | 10,375 | $763.0K | 0.51% | −11−0.1% | Reduced |
| Verdence Capital Advisors LLC | 10,430 | $767.0K | 0.11% | +244+2.4% | Added |
| Ridgewood Investments LLC | 10,443 | $768.0K | 0.49% | −256−2.4% | Reduced |
| Salem Investment Counselors Inc | 10,455 | $769.0K | 0.04% | +950+10.0% | Added |
| Bryn Mawr Trust Co | 10,465 | $770.0K | 0.03% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,491 | $772.0K | 0.37% | +824+8.5% | Added |
| BCM Advisors, LLC | 10,200 | $774.0K | 0.21% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,520 | $774.0K | 0.05% | +54+0.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,550 | $776.0K | 0.38% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,639 | $783.0K | 0.15% | −1,000−8.6% | Reduced |
| HighPoint Advisor Group LLC | 10,644 | $783.0K | 0.08% | +1,338+14.4% | Added |
| LVW Advisors, LLC | 10,679 | $786.0K | 0.14% | +100+0.9% | Added |
| Financial Advocates Investment Management | 10,689 | $787.0K | 0.06% | −431−3.9% | Reduced |
| Premier Asset Management LLC | 10,725 | $789.0K | 0.12% | −6,625−38.2% | Reduced |
| Fort Pitt Capital Group, LLC | 10,741 | $790.0K | 0.03% | −2,478−18.7% | Reduced |
| Parcion Private Wealth LLC | 10,847 | $798.0K | 0.08% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,874 | $800.0K | 0.03% | +655+6.4% | Added |
| Chiron Capital Management, LLC | 10,938 | $805.0K | 0.67% | +4,900+81.2% | Added |
| Adams Wealth Management | 10,955 | $806.0K | 0.35% | −67−0.6% | Reduced |
| Fruth Investment Management | 11,025 | $811.0K | 0.24% | +36+0.3% | Added |
| Dearborn Partners LLC | 11,032 | $812.0K | 0.03% | −97−0.9% | Reduced |
| Kalos Management, Inc. | 10,707 | $813.0K | 0.33% | +20.0% | Added |
| Ziegler Capital Management, LLC | 11,048 | $813.0K | 0.03% | +449+4.2% | Added |
| Whittier Trust Co | 11,116 | $818.0K | 0.01% | +113+1.0% | Added |
| ARGI Investment Services, LLC | 11,167 | $822.0K | 0.03% | −107−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,205 | $824.0K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,282 | $830.0K | 0.62% | −1,510−11.8% | Reduced |
| Klingenstein Fields & Co LP | 11,300 | $832.0K | 0.03% | −40−0.4% | Reduced |
| Campbell Wealth Management | 11,337 | $834.0K | 0.11% | +19+0.2% | Added |
| Wolverine Trading, LLC | 11,359 | $835.0K | 0.02% | −22,309−66.3% | Reduced |
| Northwest & Ethical Investments L.P. | 11,350 | $835.0K | 0.03% | +1,020+9.9% | Added |
| Benedict Financial Advisors Inc | 11,407 | $839.0K | 0.23% | −4,825−29.7% | Reduced |
| NFJ Investment Group, LLC | 11,424 | $840.0K | 0.02% | +11,409+76,060.0% | Added |
| Intrua Financial, LLC | 10,945 | $842.0K | 0.20% | −919−7.7% | Reduced |
| Charter Trust Co | 11,440 | $842.0K | 0.08% | −278−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,457 | $843.0K | 0.21% | +11,457 | New |
| Cresset Asset Management, LLC | 11,523 | $848.0K | 0.01% | +157+1.4% | Added |
| Chesley Taft & Associates LLC | 11,592 | $853.0K | 0.05% | −4,246−26.8% | Reduced |
| BLB&B Advisors, LLC | 11,639 | $856.0K | 0.06% | −205−1.7% | Reduced |
| JBJ Investment Partners, LLC | 11,661 | $858.0K | 0.18% | −4,138−26.2% | Reduced |
| Good Life Advisors, LLC | 11,756 | $865.0K | 0.16% | +577+5.2% | Added |
| Jacobi Capital Management LLC | 11,778 | $866.0K | 0.11% | +1,643+16.2% | Added |
| Maryland Capital Management | 11,825 | $870.0K | 0.05% | −5,327−31.1% | Reduced |
| Western Wealth Management, LLC | 11,832 | $870.0K | 0.09% | +7,632+181.7% | Added |
| Azimuth Capital Management LLC | 11,917 | $877.0K | 0.04% | −30−0.3% | Reduced |
| Tdam USA Inc. | 11,729 | $878.0K | 0.05% | −70,322−85.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,941 | $878.5K | 0.02% | +686+6.1% | Added |
| Bartlett & Co. LLC | 11,941 | $879.0K | 0.02% | +686+6.1% | Added |
| Whittier Trust Co of Nevada Inc | 11,985 | $881.0K | 0.04% | +6+0.1% | Added |
| Arbor Wealth Management, LLC | 12,026 | $885.0K | 0.22% | −6,983−36.7% | Reduced |
| Sunbelt Securities, Inc. | 11,475 | $885.0K | 0.16% | −1,119−8.9% | Reduced |
| Smithfield Trust Co | 12,049 | $886.0K | 0.06% | −1,100−8.4% | Reduced |
| American Portfolios Advisors | 12,075 | $888.3K | 0.03% | +919+8.2% | Added |
| Chicago Trust Co NA | 12,083 | $889.0K | 0.21% | +5,595+86.2% | Added |
| Diversified Trust Co | 12,097 | $890.0K | 0.03% | +206+1.7% | Added |
| Arrow Financial Corp | 12,099 | $891.0K | 0.11% | +10+0.1% | Added |
| Banco Santander, S.A. | 12,114 | $891.0K | 0.00% | +12,114 | New |
| Chesapeake Wealth Management | 12,159 | $894.0K | 0.29% | −2,729−18.3% | Reduced |
| Veriti Management LLC | 12,177 | $896.0K | 0.13% | +2,944+31.9% | Added |
| Stratos Wealth Advisors, LLC | 12,172 | $896.0K | 0.08% | +3,586+41.8% | Added |
| Quantitative Investment Management, LLC | 12,225 | $899.0K | 0.08% | +8,935+271.6% | Added |
| CNB Bank | 12,247 | $901.0K | 0.56% | +557+4.8% | Added |
| First Command Bank | 12,323 | $907.0K | 0.10% | −291−2.3% | Reduced |
| First Command Financial Services, Inc. | 12,323 | $907.0K | 0.10% | −291−2.3% | Reduced |
| Burney Co | 12,406 | $913.0K | 0.04% | +245+2.0% | Added |
| Penn Mutual Asset Management, LLC | 12,425 | $914.0K | 1.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,430 | $914.0K | 0.05% | 00.0% | Unchanged |
| Terry L. Blaker | 12,471 | $917.0K | 0.06% | +79+0.6% | Added |
| Camelot Portfolios, LLC | 12,472 | $918.0K | 0.37% | +3,792+43.7% | Added |
| Brown Miller Wealth Management, LLC | 12,542 | $922.0K | 0.59% | +16+0.1% | Added |
| Argent Advisors, Inc. | 12,595 | $927.0K | 0.56% | +692+5.8% | Added |
| Advisory Services Network, LLC | 12,623 | $929.0K | 0.03% | +191+1.5% | Added |
| IHT Wealth Management, LLC | 12,624 | $929.0K | 0.06% | +3,159+33.4% | Added |
| Cornerstone Advisory, LLC | 12,638 | $930.0K | 0.16% | +710+6.0% | Added |
| Meridian Wealth Management, LLC | 12,679 | $933.0K | 0.12% | +22+0.2% | Added |
| Cerity Partners LLC | 12,700 | $934.0K | 0.02% | +1,980+18.5% | Added |
| Boltwood Capital Management | 12,715 | $935.0K | 0.39% | 00.0% | Unchanged |
| Adirondack Research & Management Inc. | 12,762 | $939.0K | 1.10% | +20.0% | Added |
| First Midwest Bank Trust Division | 12,860 | $947.0K | 0.13% | −1,518−10.6% | Reduced |
| Kestra Private Wealth Services, LLC | 12,876 | $947.0K | 0.06% | −311−2.4% | Reduced |
| Fiduciary Trust Co | 12,896 | $949.0K | 0.02% | +366+2.9% | Added |
| Jones Financial Companies LLLP | 12,969 | $954.0K | 0.00% | −327−2.5% | Reduced |
| Old Port Advisors | 12,706 | $956.0K | 0.34% | +7,848+161.5% | Added |
| Salvus Wealth Management, LLC | 12,956 | $960.0K | 0.81% | −650−4.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 13,097 | $964.0K | 0.01% | +1,172+9.8% | Added |
| Lincoln National Corp | 13,156 | $968.0K | 0.02% | −2,631−16.7% | Reduced |
| ING Groep NV | 13,288 | $978.0K | 0.02% | −40,054−75.1% | Reduced |
| IFP Advisors, Inc | 13,448 | $987.0K | 0.02% | +743+5.8% | Added |
| Vestcor Inc | 13,517 | $994.0K | 0.03% | −1,492−9.9% | Reduced |
| Grove Bank & Trust | 13,508 | $994.0K | 0.22% | +407+3.1% | Added |
| MEMBERS Trust Co | 13,801 | $1.01M | 0.03% | −60−0.4% | Reduced |
| XML Financial, LLC | 13,856 | $1.02M | 0.22% | −1,933−12.2% | Reduced |
| SageGuard Financial Group, LLC | 13,949 | $1.03M | 0.47% | −561−3.9% | Reduced |
| Sheets Smith Wealth Management | 14,005 | $1.03M | 0.14% | −1,227−8.1% | Reduced |
| Plimoth Trust Co LLC | 14,052 | $1.03M | 0.29% | −1,227−8.0% | Reduced |
| Liberty One Investment Management, LLC | 14,050 | $1.03M | 0.17% | +1,003+7.7% | Added |
| Park National Corp | 14,124 | $1.04M | 0.04% | +36+0.3% | Added |
| HBK Sorce Advisory LLC | 14,147 | $1.04M | 0.06% | −797−5.3% | Reduced |
| Haverford Trust Co | 14,144 | $1.04M | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 14,325 | $1.05M | 0.02% | +368+2.6% | Added |