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 |
|---|---|---|---|---|---|
| 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 |
| Marcum Wealth, LLC | 6,061 | $446.0K | 0.07% | +189+3.2% | Added |
| 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 |
| 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 |
| Jump Financial, LLC | 5,999 | $441.0K | 0.04% | +5,999 | New |
| Chicago Capital, LLC | 5,984 | $440.0K | 0.02% | +465+8.4% | 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 |
| Summit Asset Management, LLC | 5,952 | $438.0K | 0.14% | +300+5.3% | Added |
| Ropes Wealth Advisors LLC | 5,895 | $434.0K | 0.07% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 5,883 | $433.0K | 0.38% | +5,883 | New |
| Aull & Monroe Investment Management Corp | 5,849 | $431.0K | 0.20% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,828 | $429.0K | 0.00% | −127−2.1% | Reduced |
| Aevitas Wealth Management, Inc. | 5,813 | $428.0K | 0.27% | +257+4.6% | Added |
| Dividend Assets Capital, LLC | 5,810 | $427.0K | 0.08% | −80−1.4% | Reduced |
| Keystone Financial Group | 5,775 | $425.0K | 0.08% | −546−8.6% | Reduced |
| 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 |
| Birchcreek Wealth Management, LLC | 5,751 | $423.0K | 0.41% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 5,721 | $421.0K | 0.00% | +92+1.6% | Added |
| Fulcrum Equity Management | 5,714 | $420.0K | 0.16% | +48+0.8% | Added |
| Gsa Capital Partners LLP | 5,678 | $418.0K | 0.05% | +1,443+34.1% | Added |
| 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 |
| 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 |
| Moody Lynn & Lieberson, LLC | 5,608 | $413.0K | 0.03% | −122−2.1% | Reduced |
| 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 |
| 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 |
| Archford Capital Strategies, LLC | 5,557 | $409.0K | 0.10% | +145+2.7% | Added |
| 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 |
| Partners in Financial Planning | 5,538 | $407.4K | 0.13% | +5,538 | New |
| Busey Wealth Management | 5,533 | $407.0K | 0.02% | +35+0.6% | Added |
| 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 |
| Physicians Financial Services, Inc. | 5,493 | $404.0K | 0.17% | −101−1.8% | Reduced |
| 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 |
| 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 |
| 4J Wealth Management LLC | 5,436 | $400.0K | 0.35% | −60−1.1% | Reduced |
| Savant Capital, LLC | 5,406 | $398.0K | 0.02% | +696+14.8% | Added |
| 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 |
| 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 |
| Compton Wealth Advisory Group, LLC | 5,374 | $395.0K | 0.18% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,356 | $394.0K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,315 | $391.0K | 0.10% | +1,227+30.0% | Added |
| Harbour Capital Advisors, LLC | 5,300 | $390.0K | 0.10% | −50−0.9% | Reduced |
| StoneX Group Inc. | 5,248 | $386.0K | 0.06% | −647−11.0% | Reduced |
| 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 |
| Marotta Asset Management | 5,175 | $383.5K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Wambolt & Associates, LLC | 5,100 | $378.0K | 0.16% | +222+4.6% | Added |
| E&G Advisors, LP | 0 | $377.0K | 0.10% | −4,519−100.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Lakeview Capital Partners, LLC | 5,044 | $371.0K | 0.16% | −370−6.8% | Reduced |
| 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 |
| 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 |
| 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 |
| Resource Management, LLC | 4,992 | $367.0K | 0.04% | −133−2.6% | Reduced |
| 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 |
| North Star Investment Management Corp. | 4,961 | $365.0K | 0.03% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,941 | $363.0K | 0.26% | +101+2.1% | Added |
| Deseret Mutual Benefit Administrators | 4,927 | $362.0K | 0.09% | +4,927 | New |
| Principal Street Partners, LLC | 4,895 | $361.0K | 0.10% | −3,420−41.1% | 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 |
| 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 |