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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 2,945 | $217.0K | 0.08% | +200+7.3% | Added |
| M&G Investment Management Ltd | 2,914 | $216.0K | 0.00% | −291−9.1% | Reduced |
| Van Cleef Asset Management,Inc | 2,942 | $216.0K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 2,911 | $214.0K | 0.02% | −483−14.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,900 | $213.0K | 0.01% | −2,004−40.9% | Reduced |
| MAI Capital Management | 2,896 | $213.0K | 0.00% | +2,896 | New |
| PDS Planning, Inc | 2,885 | $212.0K | 0.05% | −879−23.4% | Reduced |
| Duncker Streett & Co Inc | 2,876 | $212.0K | 0.04% | −875−23.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,875 | $212.0K | 0.02% | +201+7.5% | Added |
| Capital Analysts, LLC | 2,878 | $212.0K | 0.01% | +313+12.2% | Added |
| Tobam | 2,872 | $211.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,866 | $211.0K | 0.02% | +2,866 | New |
| MBE Wealth Management, LLC | 2,854 | $210.0K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 2,836 | $209.0K | 0.02% | −565−16.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,838 | $209.0K | 0.06% | +9+0.3% | Added |
| Rockland Trust Co | 2,837 | $208.0K | 0.01% | −424−13.0% | Reduced |
| Verity Asset Management, Inc. | 2,823 | $208.0K | 0.11% | +2,823 | New |
| Norway Savings Bank | 2,817 | $207.0K | 0.10% | −1,000−26.2% | Reduced |
| Monterey Private Wealth, Inc. | 2,804 | $206.0K | 0.12% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,802 | $206.0K | 0.03% | −95−3.3% | Reduced |
| Edge Capital Group, LLC | 2,788 | $205.0K | 0.02% | −1,515−35.2% | Reduced |
| YHB Investment Advisors, Inc. | 2,792 | $205.0K | 0.02% | −298−9.6% | Reduced |
| Court Place Advisors, LLC | 2,786 | $205.0K | 0.06% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,800 | $205.0K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,785 | $205.0K | 0.01% | +2,785 | New |
| International Assets Investment Management, LLC | 2,795 | $202.0K | 0.04% | −92−3.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,748 | $202.0K | 0.06% | 00.0% | Unchanged |
| Campion Asset Management LLC | 2,743 | $202.0K | 0.17% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,732 | $201.0K | 0.00% | −20,311−88.1% | Reduced |
| Berman Capital Advisors, LLC | 2,738 | $201.0K | 0.03% | +315+13.0% | Added |
| CX Institutional | 2,670 | $196.0K | 0.02% | +1,161+76.9% | Added |
| Concord Wealth Partners | 2,651 | $195.0K | 0.06% | −167−5.9% | Reduced |
| WealthShield Partners, LLC | 2,616 | $192.0K | 0.03% | −655−20.0% | Reduced |
| Sittner & Nelson, LLC | 2,585 | $190.0K | 0.13% | +2,184+544.6% | Added |
| Laurel Wealth Advisors LLC | 2,558 | $188.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,551 | $188.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,527 | $186.0K | 0.08% | +4+0.2% | Added |
| Arkadios Wealth Advisors | 2,453 | $180.0K | 0.02% | −58−2.3% | Reduced |
| Evoke Wealth, LLC | 2,436 | $179.0K | 0.01% | −43−1.7% | Reduced |
| S.A. Mason LLC | 2,348 | $173.0K | 0.12% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,351 | $173.0K | 0.02% | +23+1.0% | Added |
| Agf Investments Inc. | 2,328 | $171.0K | 0.00% | −90−3.7% | Reduced |
| Central Bank & Trust Co | 2,297 | $169.0K | 0.03% | +210+10.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $165.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,235 | $164.0K | 0.05% | −315−12.4% | Reduced |
| Macroview Investment Management LLC | 2,197 | $162.0K | 0.22% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,173 | $160.0K | 0.02% | −257−10.6% | Reduced |
| Tradewinds Capital Management, LLC | 2,139 | $157.0K | 0.03% | +565+35.9% | Added |
| Hussman Strategic Advisors, Inc. | 2,000 | $147.0K | 0.03% | −3,000−60.0% | Reduced |
| MCF Advisors LLC | 1,993 | $147.0K | 0.02% | +1,323+197.5% | Added |
| SOA Wealth Advisors, LLC. | 1,990 | $146.0K | 0.04% | −28−1.4% | Reduced |
| Strategic Blueprint, LLC | 1,983 | $146.0K | 0.02% | +1,983 | New |
| Pinnacle Bancorp, Inc. | 1,960 | $144.0K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,950 | $143.5K | 0.01% | −1,879−49.1% | Reduced |
| Gradient Investments LLC | 1,898 | $140.0K | 0.00% | −3,090−61.9% | Reduced |
| Piscataqua Savings Bank | 1,893 | $140.0K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 1,871 | $138.0K | 0.00% | +2+0.1% | Added |
| First Financial Corp | 1,816 | $133.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,808 | $133.0K | 0.02% | +1,121+163.2% | Added |
| Harbor Investment Advisory, LLC | 1,768 | $130.0K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,754 | $129.0K | 0.02% | −685−28.1% | Reduced |
| CVA Family Office, LLC | 1,655 | $122.0K | 0.03% | +230+16.1% | Added |
| State of Wyoming | 1,660 | $122.0K | 0.08% | +1,660 | New |
| San Francisco Sentry Investment Group (Ca) | 1,644 | $120.0K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,612 | $119.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,567 | $115.0K | 0.05% | −351−18.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,536 | $113.0K | 0.03% | −24−1.5% | Reduced |
| Lloyd Advisory Services, LLC. | 1,499 | $110.0K | 0.06% | +71+5.0% | Added |
| BDO Wealth Advisors, LLC | 1,475 | $109.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,463 | $108.0K | 0.01% | +308+26.7% | Added |
| Monetary Management Group Inc | 1,450 | $107.0K | 0.03% | +100+7.4% | Added |
| Focused Wealth Management, Inc | 1,402 | $103.0K | 0.02% | +11+0.8% | Added |
| Sutton Wealth Advisors Inc. | 1,399 | $102.9K | 0.04% | 00.0% | Unchanged |
| Ade, LLC | 1,370 | $101.0K | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 1,366 | $100.0K | 0.00% | +309+29.2% | Added |
| Bray Capital Advisors | 1,332 | $98.0K | 0.03% | −424−24.1% | Reduced |
| Center for Financial Planning, Inc. | 1,325 | $97.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,319 | $97.0K | 0.00% | +195+17.3% | Added |
| Perennial Advisors, LLC | 1,300 | $96.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,298 | $95.0K | 0.01% | +1+0.1% | Added |
| Ford Financial Group, LLC | 1,300 | $95.0K | 0.04% | +1,300 | New |
| Proffitt & Goodson Inc | 1,275 | $94.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,284 | $94.0K | 0.02% | +128+11.1% | Added |
| Horan Securities, Inc. | 1,264 | $93.0K | 0.07% | +769+155.4% | Added |
| Canton Hathaway, LLC | 1,250 | $92.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,242 | $91.0K | 0.01% | +81+7.0% | Added |
| Parkside Financial Bank & Trust | 1,221 | $90.0K | 0.03% | −487−28.5% | Reduced |
| Acima Private Wealth, LLC | 1,176 | $87.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,189 | $87.0K | 0.04% | +1,189 | New |
| Investment Research & Advisory Group, Inc. | 1,165 | $86.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,191 | $86.0K | 0.01% | +375+46.0% | Added |
| Brewin Dolphin Ltd | 1,165 | $85.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,154 | $85.0K | 0.07% | +1,154 | New |
| Howe & Rusling Inc | 1,138 | $84.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,141 | $84.0K | 0.00% | +935+453.9% | Added |
| West Branch Capital LLC | 1,135 | $83.0K | 0.04% | +1,135 | New |
| Sound Income Strategies, LLC | 1,117 | $82.0K | 0.01% | −1,088−49.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,120 | $82.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,113 | $81.9K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,100 | $81.0K | 0.01% | −6,260−85.1% | Reduced |