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 |
|---|---|---|---|---|---|
| SFE Investment Counsel | 4,850 | $357.0K | 0.10% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,825 | $355.0K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,825 | $355.0K | 0.05% | +1,640+51.5% | Added |
| Flagship Harbor Advisors, LLC | 4,818 | $354.0K | 0.04% | +205+4.4% | Added |
| Arbor Investment Advisors, LLC | 4,803 | $353.0K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 4,773 | $351.0K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 4,758 | $350.0K | 0.04% | +18+0.4% | Added |
| Clarius Group, LLC | 4,745 | $349.0K | 0.03% | −59−1.2% | Reduced |
| Aspiriant, LLC | 4,753 | $349.0K | 0.02% | +737+18.4% | Added |
| Great Valley Advisor Group, Inc. | 4,714 | $348.0K | 0.03% | −248−5.0% | Reduced |
| EP Wealth Advisors, LLC | 4,696 | $346.0K | 0.01% | −857−15.4% | Reduced |
| M&R Capital Management Inc | 4,706 | $346.0K | 0.08% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,648 | $342.0K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 4,495 | $342.0K | 0.13% | +65+1.5% | Added |
| Mairs & Power Inc | 4,632 | $341.0K | 0.00% | 00.0% | Unchanged |
| Milestone Advisory Partners | 4,621 | $340.0K | 0.18% | 00.0% | Unchanged |
| Cadence Bank NA | 4,607 | $339.0K | 0.10% | −18−0.4% | Reduced |
| Latitude Advisors, LLC | 4,602 | $339.0K | 0.25% | +18+0.4% | Added |
| Johnson Financial Group, Inc. | 4,612 | $339.0K | 0.02% | +284+6.6% | Added |
| Garrett Investment Advisors LLC | 4,598 | $338.0K | 0.11% | −158−3.3% | Reduced |
| Patton Albertson Miller Group, LLC | 4,594 | $338.0K | 0.08% | +1,025+28.7% | Added |
| FourThought Financial, LLC | 4,593 | $337.0K | 0.05% | −156−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 4,585 | $337.0K | 0.28% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 4,578 | $337.0K | 0.03% | +100+2.2% | Added |
| Coastal Investment Advisors, Inc. | 4,556 | $335.0K | 0.08% | +1,243+37.5% | Added |
| Wrapmanager Inc | 4,520 | $332.0K | 0.09% | +19+0.4% | Added |
| Webster Bank, N. A. | 4,504 | $331.0K | 0.04% | −120−2.6% | Reduced |
| Sadoff Investment Management LLC | 4,500 | $331.0K | 0.02% | 00.0% | Unchanged |
| Rollins Financial | 4,494 | $331.0K | 0.12% | +4,494 | New |
| Kore Private Wealth LLC | 4,492 | $330.0K | 0.04% | −594−11.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,254 | $329.0K | 0.02% | +140+3.4% | Added |
| HBW Advisory Services LLC | 4,465 | $328.0K | 0.09% | −127−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,449 | $327.0K | 0.02% | +111+2.6% | Added |
| Am Investment Strategies LLC | 4,411 | $324.0K | 0.08% | −238−5.1% | Reduced |
| Baldwin Investment Management, LLC | 4,400 | $324.0K | 0.06% | −100−2.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $324.0K | 0.23% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,397 | $323.5K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,385 | $323.0K | 0.15% | −285−6.1% | Reduced |
| GM Advisory Group, Inc. | 4,383 | $322.0K | 0.03% | −350−7.4% | Reduced |
| Firethorn Wealth Partners, LLC | 4,382 | $322.0K | 0.27% | +31+0.7% | Added |
| Bayesian Capital Management, LP | 4,383 | $322.0K | 0.08% | +4,383 | New |
| Probity Advisors, Inc. | 4,274 | $314.0K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,272 | $314.0K | 0.02% | +4,272 | New |
| Ipswich Investment Management Co., Inc. | 4,255 | $313.0K | 0.08% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,246 | $312.0K | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 4,212 | $310.0K | 0.00% | −300−6.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,192 | $309.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,169 | $307.0K | 0.03% | +397+10.5% | Added |
| DAGCO, Inc. | 4,166 | $306.0K | 0.14% | −1,075−20.5% | Reduced |
| Riverview Trust Co | 4,164 | $306.0K | 0.32% | −95−2.2% | Reduced |
| Signaturefd, LLC | 4,103 | $302.0K | 0.01% | −397−8.8% | Reduced |
| Camden National Bank | 4,099 | $302.0K | 0.06% | −400−8.9% | Reduced |
| Successful Portfolios LLC | 4,102 | $302.0K | 0.18% | −300−6.8% | Reduced |
| Glenview State Bank Trust Dept. | 4,100 | $302.0K | 0.09% | −100−2.4% | Reduced |
| Allegiant Private Advisors, LLC | 4,106 | $302.0K | 0.05% | −52−1.3% | Reduced |
| Wellington Shields & Co., LLC | 4,108 | $302.0K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,101 | $302.0K | 0.01% | +539+15.1% | Added |
| Adirondack Trust Co | 4,074 | $300.0K | 0.15% | +20+0.5% | Added |
| Gryphon Financial Partners LLC | 3,989 | $300.0K | 0.07% | +284+7.7% | Added |
| WealthTrust Axiom LLC | 4,073 | $299.0K | 0.10% | −20.0% | Reduced |
| Mercer Capital Advisers, Inc. | 4,068 | $299.0K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 4,056 | $299.0K | 0.02% | +299+8.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,034 | $297.0K | 0.10% | +92+2.3% | Added |
| Sound View Wealth Advisors Group, LLC | 4,021 | $296.0K | 0.06% | −14−0.3% | Reduced |
| Fagan Associates, Inc. | 4,018 | $296.0K | 0.06% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,014 | $295.0K | 0.05% | −291−6.8% | Reduced |
| Cobblestone Capital Advisors LLC | 4,012 | $295.0K | 0.02% | −120−2.9% | Reduced |
| Alhambra Investment Partners LLC | 3,994 | $294.0K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 3,979 | $293.0K | 0.02% | −191−4.6% | Reduced |
| Abbot Financial Management, Inc. | 3,989 | $293.0K | 0.13% | 00.0% | Unchanged |
| Wade G W & Inc | 3,989 | $293.0K | 0.01% | +10+0.3% | Added |
| Altavista Wealth Management, Inc. | 3,977 | $293.0K | 0.06% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,955 | $291.0K | 0.19% | −1,460−27.0% | Reduced |
| Valley National Advisers Inc | 3,956 | $291.0K | 0.05% | −400−9.2% | Reduced |
| Beaumont Financial Partners, LLC | 3,946 | $290.0K | 0.02% | −298−7.0% | Reduced |
| Mayfair Advisory Group, LLC | 3,945 | $290.0K | 0.46% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,900 | $287.0K | 0.20% | −145−3.6% | Reduced |
| Fiducient Advisors LLC | 3,906 | $287.0K | 0.09% | −120−3.0% | Reduced |
| Apriem Advisors | 3,882 | $286.0K | 0.04% | +260+7.2% | Added |
| Ieq Capital, LLC | 3,872 | $285.0K | 0.01% | +3,872 | New |
| Apella Capital, LLC | 3,831 | $282.0K | 0.05% | −10−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,825 | $281.0K | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,808 | $280.0K | 0.11% | −71−1.8% | Reduced |
| Roman Butler Fullerton & Co | 3,789 | $279.0K | 0.14% | +4+0.1% | Added |
| Alpha Cubed Investments, LLC | 3,781 | $278.0K | 0.02% | −168−4.3% | Reduced |
| Garner Asset Management Corp | 3,760 | $277.0K | 0.13% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,761 | $277.0K | 0.05% | +113+3.1% | Added |
| Pittenger & Anderson Inc | 3,750 | $276.0K | 0.01% | −600−13.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,756 | $276.0K | 0.01% | −377−9.1% | Reduced |
| Eastern Bank | 3,755 | $276.0K | 0.01% | −184−4.7% | Reduced |
| ERTS Wealth Advisors, LLC | 3,752 | $276.0K | 0.07% | −92−2.4% | Reduced |
| Arden Trust Co | 3,759 | $276.0K | 0.05% | 00.0% | Unchanged |
| Santori & Peters | 3,746 | $275.0K | 0.16% | +29+0.8% | Added |
| Austin Private Wealth, LLC | 3,718 | $274.0K | 0.06% | −1,614−30.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,613 | $274.0K | 0.07% | −70−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,726 | $274.0K | 0.02% | +294+8.6% | Added |
| Institute for Wealth Management, LLC. | 3,709 | $273.0K | 0.05% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,719 | $273.0K | 0.03% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,697 | $272.0K | 0.02% | −535−12.6% | Reduced |
| GSB Wealth Management, LLC | 3,650 | $269.0K | 0.08% | −2,950−44.7% | Reduced |