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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 1,071 | $79.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 1,043 | $77.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,015 | $75.0K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 1,023 | $75.0K | 0.05% | +1,023 | New |
| Atwood & Palmer Inc | 1,000 | $74.0K | 0.01% | −189−15.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,011 | $74.0K | 0.03% | +8+0.8% | Added |
| Kepos Capital LP | 1,009 | $74.0K | 0.01% | +1,009 | New |
| Interactive Financial Advisors | 985 | $72.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 944 | $69.0K | 0.03% | +944 | New |
| Sonora Investment Management, LLC | 917 | $67.0K | 0.01% | −5,345−85.4% | Reduced |
| Aspire Private Capital, LLC | 901 | $66.0K | 0.02% | −1,154−56.2% | Reduced |
| Isthmus Partners, LLC | 850 | $63.0K | 0.01% | +850 | New |
| Skandinaviska Enskilda Banken AB (publ) | 805 | $59.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 800 | $59.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 800 | $59.0K | 0.02% | +800 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 794 | $58.0K | 0.00% | −14,068−94.7% | Reduced |
| Crescent Capital Consulting, LLC | 795 | $58.0K | 0.01% | −310−28.1% | Reduced |
| Bollard Group LLC | 767 | $56.0K | 0.00% | +5+0.7% | Added |
| Lindbrook Capital, LLC | 754 | $55.0K | 0.01% | +36+5.0% | Added |
| Red Door Wealth Management, LLC | 750 | $55.0K | 0.02% | +750 | New |
| Clearview Wealth Advisors LLC | 738 | $54.0K | 0.03% | +1+0.1% | Added |
| Pacitti Group Inc. | 722 | $53.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 709 | $52.2K | 0.02% | +32+4.7% | Added |
| First Horizon Advisors, Inc. | 721 | $52.0K | 0.00% | −577−44.5% | Reduced |
| Horizon Financial Services, LLC | 679 | $50.0K | 0.04% | −361−34.7% | Reduced |
| Private Capital Group, LLC | 672 | $49.0K | 0.01% | −25−3.6% | Reduced |
| NVWM, LLC | 650 | $48.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 647 | $48.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 641 | $47.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 638 | $47.0K | 0.01% | +12+1.9% | Added |
| Tarbox Family Office, Inc. | 594 | $44.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 584 | $43.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 549 | $40.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 547 | $40.0K | 0.01% | +4+0.7% | Added |
| Pacific Center for Financial Services | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $37.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $36.8K | 0.04% | +300+150.0% | Added |
| KB Financial Partners, LLC | 484 | $36.0K | 0.01% | −1−0.2% | Reduced |
| Gables Capital Management Inc. | 480 | $35.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 461 | $34.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 468 | $34.0K | 0.02% | +138+41.8% | Added |
| JNBA Financial Advisors | 455 | $33.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 440 | $32.0K | 0.01% | +200+83.3% | Added |
| First Personal Financial Services | 412 | $30.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 398 | $29.0K | 0.00% | −100−20.1% | Reduced |
| Smith Asset Management Group LP | 400 | $29.0K | 0.00% | +400 | New |
| Laurel Wealth Planning LLC | 400 | $29.0K | 0.03% | +400 | New |
| Sterling Financial Planning, Inc. | 383 | $28.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 350 | $26.0K | 0.01% | −250−41.7% | Reduced |
| Kings Point Capital Management | 347 | $26.0K | 0.00% | +147+73.5% | Added |
| Versant Capital Management, Inc | 346 | $25.0K | 0.01% | −431−55.5% | Reduced |
| Wolff Wiese Magana LLC | 337 | $25.0K | 0.02% | +24+7.7% | Added |
| McIlrath & Eck, LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $22.0K | 0.01% | +300 | New |
| Newbridge Financial Services Group, Inc. | 283 | $21.0K | 0.01% | +27+10.5% | Added |
| JJJ Advisors Inc. | 273 | $20.0K | 0.01% | −17−5.9% | Reduced |
| PrairieView Partners, LLC | 274 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 278 | $20.0K | 0.00% | +3+1.1% | Added |
| Highlander Capital Management, LLC | 267 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 266 | $20.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 260 | $19.1K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 256 | $19.0K | 0.00% | −22,284−98.9% | Reduced |
| Accel Wealth Management | 252 | $19.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 264 | $19.0K | 0.02% | +264 | New |
| Heritage Wealth Management, LLC | 242 | $18.0K | 0.01% | −801−76.8% | Reduced |
| Legacy Bridge, LLC | 245 | $18.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $18.0K | 0.00% | – | – |
| Clear Perspectives Financial Planning, LLC | 245 | $18.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 239 | $18.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 227 | $17.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 221 | $16.3K | 0.00% | −1,047−82.6% | Reduced |
| Bourgeon Capital Management LLC | 215 | $16.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 213 | $16.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 220 | $16.0K | 0.00% | +165+300.0% | Added |
| Bellevue Asset Management, LLC | 201 | $15.0K | 0.01% | −250−55.4% | Reduced |
| First PREMIER Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $15.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 202 | $15.0K | 0.01% | +1+0.5% | Added |
| Avion Wealth | 200 | $15.0K | 0.00% | +100+100.0% | Added |
| Sargent Bickham Lagudis LLC | 200 | $15.0K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 196 | $14.0K | 0.00% | −46−19.0% | Reduced |
| Exchange Traded Concepts, LLC | 194 | $14.0K | 0.00% | +194 | New |
| Creative Financial Designs Inc | 181 | $13.0K | 0.00% | −482−72.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 172 | $13.0K | 0.01% | −265−60.6% | Reduced |
| St. Johns Investment Management Company, LLC | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 166 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 163 | $12.0K | 0.01% | +23+16.4% | Added |
| Loomis Sayles & Co L P | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 149 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 150 | $11.0K | 0.00% | +150 | New |
| Cordant, Inc. | 150 | $11.0K | 0.01% | +150 | New |
| Monumental Financial Group Inc. | 156 | $11.0K | 0.01% | +156 | New |
| Eagle Bay Advisors LLC | 130 | $11.0K | 0.01% | +130 | New |
| Capital Advisory Group Advisory Services, LLC | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 134 | $10.0K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 137 | $10.0K | 0.01% | 00.0% | Unchanged |