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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 3,658 | $269.0K | 0.03% | +112+3.2% | Added |
| Winton Group Ltd | 3,647 | $268.0K | 0.01% | +3,647 | New |
| Rede Wealth, LLC | 3,629 | $267.0K | 0.14% | −139−3.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,619 | $266.0K | 0.03% | −50−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,556 | $266.0K | 0.07% | −81−2.2% | Reduced |
| LexAurum Advisors, LLC | 3,596 | $265.0K | 0.08% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,599 | $265.0K | 0.14% | +3,599 | New |
| King Luther Capital Management Corp | 3,570 | $263.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,570 | $263.0K | 0.03% | +40+1.1% | Added |
| Baker Ellis Asset Management LLC | 3,552 | $261.0K | 0.05% | −93−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $261.0K | 0.10% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,540 | $260.0K | 0.04% | +190+5.7% | Added |
| Modera Wealth Management, LLC | 3,529 | $260.0K | 0.01% | +276+8.5% | Added |
| Continuum Advisory, LLC | 3,526 | $259.0K | 0.08% | +3,526 | New |
| Exane Derivatives | 3,452 | $257.2K | 0.06% | +608+21.4% | Added |
| Stone Run Capital, LLC | 3,500 | $257.0K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,493 | $257.0K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,499 | $257.0K | 0.01% | +3,499 | New |
| Community Capital Management, Inc. | 3,500 | $257.0K | 0.26% | +3,500 | New |
| Benchmark Wealth Management, LLC | 3,474 | $256.0K | 0.18% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $255.0K | 0.04% | – | – |
| Hall Laurie J Trustee | 3,445 | $254.0K | 0.10% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,440 | $253.1K | 0.09% | +2,715+374.5% | Added |
| Wintrust Investments LLC | 3,444 | $253.0K | 0.03% | +10.0% | Added |
| Oarsman Capital, Inc. | 3,434 | $253.0K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,442 | $253.0K | 0.04% | +67+2.0% | Added |
| Mitchell Sinkler & Starr | 3,424 | $252.0K | 0.23% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,430 | $252.0K | 0.03% | +1,167+51.6% | Added |
| First Mercantile Trust Co | 3,394 | $250.0K | 0.03% | −1,866−35.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,402 | $250.0K | 0.06% | +2+0.1% | Added |
| Hunter Associates Investment Management LLC | 3,378 | $249.0K | 0.08% | −2,929−46.4% | Reduced |
| Putnam Investments LLC | 3,389 | $249.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,367 | $248.0K | 0.01% | −749−18.2% | Reduced |
| Aries Wealth Management | 3,373 | $248.0K | 0.11% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,371 | $248.0K | 0.18% | +3,371 | New |
| Oxford Financial Group Ltd | 3,354 | $247.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,342 | $246.0K | 0.20% | +5+0.1% | Added |
| Eads & Heald Wealth Management | 3,349 | $246.0K | 0.12% | +185+5.8% | Added |
| Summit Wealth Partners, LLC | 3,323 | $244.5K | 0.06% | +660+24.8% | Added |
| McCollum Christoferson Group LLC | 3,310 | $244.0K | 0.06% | −860−20.6% | Reduced |
| Red Wave Investments LLC | 3,323 | $244.0K | 0.09% | +48+1.5% | Added |
| Segall Bryant & Hamill, LLC | 3,302 | $243.0K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,315 | $243.0K | 0.23% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,301 | $243.0K | 0.04% | +3,301 | New |
| Curran Financial Partners, LLC | 3,284 | $242.0K | 0.13% | +199+6.5% | Added |
| Fieldpoint Private Securities, LLC | 3,142 | $240.0K | 0.05% | −1,279−28.9% | Reduced |
| Fox Run Management, L.L.C. | 3,259 | $240.0K | 0.22% | +3,259 | New |
| Courier Capital LLC | 3,250 | $239.0K | 0.02% | −37−1.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $238.0K | 0.13% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,225 | $237.0K | 0.16% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,204 | $236.0K | 0.02% | +46+1.5% | Added |
| D L Carlson Investment Group Inc | 3,196 | $235.0K | 0.04% | −215−6.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,194 | $235.0K | 0.03% | −10−0.3% | Reduced |
| MJP Associates Inc | 3,196 | $235.0K | 0.08% | +21+0.7% | Added |
| Eqis Capital Management, Inc. | 3,197 | $235.0K | 0.02% | +136+4.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,179 | $234.0K | 0.13% | +5+0.2% | Added |
| American State Bank (Iowa) | 3,176 | $233.7K | 0.18% | 00.0% | Unchanged |
| Inverness Counsel LLC | 3,167 | $233.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3,166 | $233.0K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 3,173 | $233.0K | 0.11% | +373+13.3% | Added |
| Accurate Wealth Management, LLC | 3,150 | $232.0K | 0.20% | +3,150 | New |
| Global Trust Asset Management, LLC | 3,144 | $231.0K | 0.11% | −90−2.8% | Reduced |
| Private Asset Management Inc | 3,140 | $231.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,145 | $231.0K | 0.07% | +3+0.1% | Added |
| MTM Investment Management, LLC | 3,140 | $231.0K | 0.12% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,031 | $229.0K | 0.11% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 3,109 | $229.0K | 0.05% | +3,109 | New |
| Pallas Capital Advisors LLC | 3,038 | $229.0K | 0.03% | +3,038 | New |
| Occudo Quantitative Strategies LP | 3,105 | $228.0K | 0.03% | −25,497−89.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,100 | $228.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,104 | $228.0K | 0.03% | +74+2.4% | Added |
| First National Bank of Omaha | 3,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,091 | $227.0K | 0.06% | −174−5.3% | Reduced |
| Apollon Wealth Management, LLC | 3,087 | $227.0K | 0.04% | −62−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,088 | $227.0K | 0.01% | −26−0.8% | Reduced |
| Fayez Sarofim & Co | 3,090 | $227.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 3,087 | $227.0K | 0.07% | +152+5.2% | Added |
| CAPROCK Group, Inc. | 3,085 | $227.0K | 0.02% | +252+8.9% | Added |
| Advisors Capital Management, LLC | 3,082 | $227.0K | 0.01% | +445+16.9% | Added |
| Valmark Advisers, Inc. | 3,071 | $226.0K | 0.00% | +3,071 | New |
| Journey Advisory Group, LLC | 3,059 | $225.0K | 0.07% | −534−14.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,062 | $225.0K | 0.15% | +25+0.8% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,013 | $222.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,018 | $222.0K | 0.02% | +54+1.8% | Added |
| Mendel Money Management | 3,020 | $222.0K | 0.14% | +80+2.7% | Added |
| Gamble Jones Investment Counsel | 3,004 | $221.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,009 | $221.0K | 0.09% | +15+0.5% | Added |
| EPG Wealth Management LLC | 2,977 | $219.0K | 0.09% | −305−9.3% | Reduced |
| Barrett Asset Management, LLC | 2,971 | $219.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,979 | $219.0K | 0.12% | +230+8.4% | Added |
| NewEdge Wealth, LLC | 2,978 | $219.0K | 0.02% | +2,978 | New |
| Neville Rodie & Shaw Inc | 2,960 | $218.0K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,963 | $218.0K | 0.11% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,960 | $218.0K | 0.06% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,961 | $218.0K | 0.04% | +84+2.9% | Added |
| Douglas Lane & Associates, LLC | 2,968 | $218.0K | 0.00% | +83+2.9% | Added |
| Capital Advisors, Ltd. LLC | 2,969 | $218.0K | 0.04% | +2,375+399.8% | Added |
| DRW Securities, LLC | 2,965 | $218.0K | 0.03% | +2,965 | New |
| KMG Fiduciary Partners, LLC | 2,953 | $217.0K | 0.04% | −7−0.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,954 | $217.0K | 0.11% | +159+5.7% | Added |