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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 13,934 | $1.06M | 0.64% | 00.0% | Unchanged |
| Paloma Partners Management Co | 14,452 | $1.06M | 0.03% | −23,632−62.1% | Reduced |
| Integrated Wealth Concepts LLC | 14,475 | $1.06M | 0.04% | +197+1.4% | Added |
| Virtu Financial LLC | 14,602 | $1.07M | 0.10% | +14,602 | New |
| Stock Yards Bank & Trust Co | 14,678 | $1.08M | 0.07% | −200−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 14,690 | $1.08M | 0.07% | −385−2.6% | Reduced |
| Paradigm Financial Partners, LLC | 14,803 | $1.09M | 0.27% | −2,397−13.9% | Reduced |
| Boenning & Scattergood, Inc. | 14,874 | $1.09M | 0.19% | +27+0.2% | Added |
| Thrive Capital Management, LLC | 14,875 | $1.09M | 0.85% | +5,286+55.1% | Added |
| Kovack Advisors, Inc. | 14,885 | $1.09M | 0.12% | +900+6.4% | Added |
| Global Retirement Partners, LLC | 14,967 | $1.10M | 0.11% | +377+2.6% | Added |
| TCI Wealth Advisors, Inc. | 15,024 | $1.10M | 0.19% | −683−4.3% | Reduced |
| Joel Isaacson & Co., LLC | 15,130 | $1.11M | 0.09% | +40+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 15,226 | $1.12M | 0.10% | +24+0.2% | Added |
| Holderness Investments Co | 15,308 | $1.13M | 0.37% | +95+0.6% | Added |
| Kingsview Wealth Management, LLC | 15,239 | $1.13M | 0.06% | +387+2.6% | Added |
| Patten & Patten Inc | 15,379 | $1.13M | 0.09% | −2,395−13.5% | Reduced |
| Wealth Quarterback LLC | 15,466 | $1.14M | 0.69% | +15,466 | New |
| Carnegie Capital Asset Management, LLC | 15,576 | $1.15M | 0.04% | +330+2.2% | Added |
| Clearbridge Investments, LLC | 15,636 | $1.15M | 0.00% | −100−0.6% | Reduced |
| Bank of Hawaii | 15,692 | $1.15M | 0.06% | −4,558−22.5% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $1.16M | 0.24% | 00.0% | Unchanged |
| Excalibur Management Corp | 15,858 | $1.17M | 0.53% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 15,864 | $1.17M | 0.44% | +260+1.7% | Added |
| Moloney Securities Asset Management, LLC | 15,878 | $1.17M | 0.21% | +440+2.9% | Added |
| Capital Fund Management S.A. | 15,894 | $1.17M | 0.03% | +15,894 | New |
| FIL Ltd | 15,913 | $1.17M | 0.00% | +15,909+397,725.0% | Added |
| Lawson Kroeker Investment Management Inc | 16,267 | $1.20M | 0.38% | −450−2.7% | Reduced |
| Meridian Financial Partners LLC | 15,863 | $1.20M | 0.82% | +3,977+33.5% | Added |
| Meyer Handelman Co | 16,399 | $1.21M | 0.05% | −100−0.6% | Reduced |
| Founders Financial Alliance, LLC | 16,594 | $1.22M | 0.56% | +67+0.4% | Added |
| MidWestOne Financial Group, Inc. | 16,714 | $1.23M | 0.29% | +450+2.8% | Added |
| FineMark National Bank & Trust | 16,728 | $1.23M | 0.05% | −3,798−18.5% | Reduced |
| PBMares Wealth Management LLC | 16,733 | $1.23M | 0.67% | +604+3.7% | Added |
| Jeppson Wealth Management, LLC | 16,800 | $1.24M | 0.67% | +78+0.5% | Added |
| Redwood Investment Management, LLC | 16,806 | $1.24M | 0.20% | +2,827+20.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,810 | $1.24M | 0.07% | −1,528−8.3% | Reduced |
| Venture Visionary Partners LLC | 16,830 | $1.24M | 0.10% | −1,855−9.9% | Reduced |
| Tower Bridge Advisors | 16,839 | $1.24M | 0.08% | −1,725−9.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,865 | $1.24M | 0.80% | +50+0.3% | Added |
| Beacon Pointe Advisors, LLC | 16,885 | $1.24M | 0.04% | +12,959+330.1% | Added |
| Jackson Wealth Management, LLC | 16,908 | $1.24M | 0.16% | −353−2.0% | Reduced |
| Wexford Capital LP | 17,049 | $1.25M | 0.19% | −12,336−42.0% | Reduced |
| Wedbush Securities Inc | 17,185 | $1.26M | 0.06% | +2,097+13.9% | Added |
| Derbend Asset Management | 17,177 | $1.26M | 1.18% | +17,177 | New |
| Rodgers Brothers Inc. | 17,190 | $1.26M | 0.24% | −50−0.3% | Reduced |
| BP PLC | 17,263 | $1.27M | 0.05% | −8,713−33.5% | Reduced |
| Marco Investment Management LLC | 17,358 | $1.28M | 0.15% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 17,388 | $1.28M | 0.06% | −2,982−14.6% | Reduced |
| Everett Harris & Co | 17,399 | $1.28M | 0.02% | +13,425+337.8% | Added |
| Ategra Capital Management, LLC | 17,423 | $1.28M | 0.65% | −1,168−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 17,428 | $1.28M | 0.15% | −293−1.7% | Reduced |
| Proequities, Inc. | 17,437 | $1.28M | 0.08% | +4,913+39.2% | Added |
| Bard Financial Services, Inc. | 17,475 | $1.29M | 0.11% | −1,075−5.8% | Reduced |
| All Terrain Financial Advisors, LLC | 17,614 | $1.30M | 0.62% | +17,614 | New |
| NTV Asset Management LLC | 17,746 | $1.31M | 0.23% | −430−2.4% | Reduced |
| Citizens Business Bank | 17,761 | $1.31M | 0.17% | −1,240−6.5% | Reduced |
| Financial Partners Capital Management LLC | 17,785 | $1.31M | 0.24% | +9,555+116.1% | Added |
| Caldwell Trust Co | 17,902 | $1.32M | 0.17% | +768+4.5% | Added |
| Cornerstone Wealth Group, LLC | 17,437 | $1.32M | 0.27% | −14−0.1% | Reduced |
| Ancora Advisors, LLC | 18,189 | $1.34M | 0.04% | −2,155−10.6% | Reduced |
| Rafferty Asset Management, LLC | 18,189 | $1.34M | 0.01% | +2,171+13.6% | Added |
| Eudaimonia Partners, LLC | 18,359 | $1.35M | 0.25% | +727+4.1% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.36M | 0.06% | +1,430+8.4% | Added |
| TownSquare Capital, LLC | 18,059 | $1.36M | 0.04% | +5,185+40.3% | Added |
| Bull Street Advisors, LLC | 18,554 | $1.36M | 0.73% | +2,040+12.4% | Added |
| Lederer & Associates Investment Counsel | 18,590 | $1.37M | 0.91% | +330+1.8% | Added |
| Violich Capital Management, Inc. | 18,705 | $1.38M | 0.23% | −3,575−16.0% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.38M | 0.06% | 00.0% | Unchanged |
| Cipher Capital LP | 18,798 | $1.38M | 0.76% | +18,798 | New |
| Acorn Financial Advisory Services Inc | 18,758 | $1.38M | 0.41% | −265−1.4% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $1.39M | 0.32% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 19,082 | $1.40M | 1.20% | −325−1.7% | Reduced |
| Resources Management Corp | 19,097 | $1.41M | 0.20% | −110−0.6% | Reduced |
| Ergoteles LLC | 19,200 | $1.41M | 0.03% | +12,006+166.9% | Added |
| Mechanics Bank Trust Department | 19,461 | $1.43M | 0.23% | −2,970−13.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 19,475 | $1.43M | 0.17% | +15,286+364.9% | Added |
| Brown Brothers Harriman & Co | 19,484 | $1.43M | 0.01% | −69−0.4% | Reduced |
| FDx Advisors, Inc. | 19,494 | $1.43M | 0.05% | +646+3.4% | Added |
| ProVise Management Group, LLC | 19,535 | $1.44M | 0.15% | +1,349+7.4% | Added |
| Virtus ETF Advisers LLC | 19,597 | $1.44M | 0.59% | +1,095+5.9% | Added |
| Hall Capital Management Co Inc | 19,730 | $1.45M | 0.94% | +19,730 | New |
| National Asset Management, Inc. | 19,748 | $1.45M | 0.05% | −113−0.6% | Reduced |
| First Bank & Trust | 19,819 | $1.46M | 0.70% | −219−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 19,874 | $1.46M | 0.12% | −8,630−30.3% | Reduced |
| Sumitomo Life Insurance Co | 19,951 | $1.47M | 0.05% | −3,371−14.5% | Reduced |
| First United Bank Trust | 19,973 | $1.47M | 0.61% | −655−3.2% | Reduced |
| Beck Mack & Oliver LLC | 19,965 | $1.47M | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 20,062 | $1.48M | 0.10% | −395−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,060 | $1.48M | 0.03% | +1,643+8.9% | Added |
| Integrated Advisors Network LLC | 20,101 | $1.48M | 0.11% | +941+4.9% | Added |
| Glenview Trust Co | 20,185 | $1.49M | 0.06% | −764−3.6% | Reduced |
| Waters Parkerson & Co., LLC | 20,230 | $1.49M | 0.09% | −158−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.50M | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20,507 | $1.51M | 0.18% | −155−0.8% | Reduced |
| Patten Group, Inc. | 20,549 | $1.51M | 0.44% | +2,168+11.8% | Added |
| PRW Wealth Management LLC | 20,549 | $1.51M | 0.44% | +20,549 | New |
| TFG Advisers LLC | 20,699 | $1.52M | 0.74% | −1,814−8.1% | Reduced |
| Vident Investment Advisory, LLC | 20,740 | $1.53M | 0.05% | +4,926+31.1% | Added |
| River Wealth Advisors LLC | 20,850 | $1.53M | 0.27% | −107−0.5% | Reduced |