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 |
|---|---|---|---|---|---|
| City Holding Co | 24,071 | $1.77M | 0.31% | −4,370−15.4% | Reduced |
| Fulton Bank, N.A. | 23,901 | $1.76M | 0.08% | −621−2.5% | Reduced |
| Evercore Wealth Management, LLC | 23,742 | $1.75M | 0.03% | −3,273−12.1% | Reduced |
| CSM Advisors, LLC | 23,699 | $1.74M | 0.12% | +2,111+9.8% | Added |
| Brookfield Asset Management Inc. | 23,400 | $1.72M | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 23,379 | $1.72M | 0.14% | +694+3.1% | Added |
| Cushing Asset Management, LP | 23,260 | $1.71M | 0.17% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 22,606 | $1.71M | 0.26% | −31−0.1% | Reduced |
| Beacon Financial Group | 22,563 | $1.71M | 0.24% | +669+3.1% | Added |
| Optimal Asset Management, Inc. | 23,104 | $1.70M | 0.20% | +10.0% | Added |
| SevenBridge Financial Group, LLC | 22,996 | $1.69M | 0.55% | +30.0% | Added |
| Claybrook Capital, LLC | 22,996 | $1.69M | 0.55% | +22,996 | New |
| Whitener Capital Management, Inc. | 22,940 | $1.69M | 0.67% | +550+2.5% | Added |
| Schmidt P J Investment Management Inc | 22,381 | $1.69M | 0.34% | −1,646−6.9% | Reduced |
| Gladius Capital Management LP | 22,743 | $1.67M | 0.61% | +3,469+18.0% | Added |
| IBM Retirement Fund | 22,721 | $1.67M | 0.13% | −5,129−18.4% | Reduced |
| Murphy Capital Management Inc | 22,722 | $1.67M | 0.19% | −576−2.5% | Reduced |
| Harbour Investments, Inc. | 22,686 | $1.67M | 0.05% | −5,996−20.9% | Reduced |
| World Asset Management Inc | 22,516 | $1.66M | 0.15% | −147−0.6% | Reduced |
| First American Bank | 22,483 | $1.65M | 0.10% | +2,303+11.4% | Added |
| Tower Research Capital LLC (TRC) | 22,462 | $1.65M | 0.04% | −72,948−76.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 22,249 | $1.64M | 0.54% | +678+3.1% | Added |
| SWS Partners | 21,996 | $1.62M | 1.05% | +226+1.0% | Added |
| Horan Capital Advisors, LLC. | 21,903 | $1.61M | 0.73% | +675+3.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 21,741 | $1.60M | 0.18% | +199+0.9% | Added |
| Kempen Capital Management N.V. | 21,621 | $1.59M | 0.06% | +14,339+196.9% | Added |
| Schonfeld Strategic Advisors LLC | 21,600 | $1.59M | 0.02% | −158,245−88.0% | Reduced |
| St Germain D J Co Inc | 21,532 | $1.58M | 0.10% | +438+2.1% | Added |
| Soltis Investment Advisors LLC | 21,513 | $1.58M | 0.25% | +3,433+19.0% | Added |
| Buckingham Strategic Wealth, LLC | 21,433 | $1.58M | 0.04% | −2,528−10.6% | Reduced |
| TCTC Holdings, LLC | 21,439 | $1.58M | 0.07% | −892−4.0% | Reduced |
| Woodstock Corp | 21,421 | $1.58M | 0.19% | +440+2.1% | Added |
| Culbertson A N & Co Inc | 21,114 | $1.55M | 0.32% | −532−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,992 | $1.54M | 0.16% | −1,264−5.7% | Reduced |
| Oxler Private Wealth LLC | 20,970 | $1.54M | 0.67% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20,923 | $1.54M | 0.15% | +2,212+11.8% | Added |
| River Wealth Advisors LLC | 20,850 | $1.53M | 0.27% | −107−0.5% | Reduced |
| Vident Investment Advisory, LLC | 20,740 | $1.53M | 0.05% | +4,926+31.1% | Added |
| TFG Advisers LLC | 20,699 | $1.52M | 0.74% | −1,814−8.1% | Reduced |
| Patten Group, Inc. | 20,549 | $1.51M | 0.44% | +2,168+11.8% | Added |
| PRW Wealth Management LLC | 20,549 | $1.51M | 0.44% | +20,549 | New |
| BerganKDV Wealth Management, LLC | 20,507 | $1.51M | 0.18% | −155−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.50M | 0.08% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 20,230 | $1.49M | 0.09% | −158−0.8% | Reduced |
| Glenview Trust Co | 20,185 | $1.49M | 0.06% | −764−3.6% | Reduced |
| Integrated Advisors Network LLC | 20,101 | $1.48M | 0.11% | +941+4.9% | Added |
| Advisor Partners LLC | 20,062 | $1.48M | 0.10% | −395−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,060 | $1.48M | 0.03% | +1,643+8.9% | Added |
| First United Bank Trust | 19,973 | $1.47M | 0.61% | −655−3.2% | Reduced |
| Beck Mack & Oliver LLC | 19,965 | $1.47M | 0.04% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 19,951 | $1.47M | 0.05% | −3,371−14.5% | Reduced |
| J.W. Cole Advisors, Inc. | 19,874 | $1.46M | 0.12% | −8,630−30.3% | Reduced |
| First Bank & Trust | 19,819 | $1.46M | 0.70% | −219−1.1% | Reduced |
| National Asset Management, Inc. | 19,748 | $1.45M | 0.05% | −113−0.6% | Reduced |
| Hall Capital Management Co Inc | 19,730 | $1.45M | 0.94% | +19,730 | New |
| Virtus ETF Advisers LLC | 19,597 | $1.44M | 0.59% | +1,095+5.9% | Added |
| ProVise Management Group, LLC | 19,535 | $1.44M | 0.15% | +1,349+7.4% | Added |
| FDx Advisors, Inc. | 19,494 | $1.43M | 0.05% | +646+3.4% | Added |
| Brown Brothers Harriman & Co | 19,484 | $1.43M | 0.01% | −69−0.4% | Reduced |
| Mechanics Bank Trust Department | 19,461 | $1.43M | 0.23% | −2,970−13.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 19,475 | $1.43M | 0.17% | +15,286+364.9% | Added |
| Ergoteles LLC | 19,200 | $1.41M | 0.03% | +12,006+166.9% | Added |
| Resources Management Corp | 19,097 | $1.41M | 0.20% | −110−0.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,082 | $1.40M | 1.20% | −325−1.7% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $1.39M | 0.32% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 18,758 | $1.38M | 0.41% | −265−1.4% | Reduced |
| Cipher Capital LP | 18,798 | $1.38M | 0.76% | +18,798 | New |
| Violich Capital Management, Inc. | 18,705 | $1.38M | 0.23% | −3,575−16.0% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.38M | 0.06% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 18,590 | $1.37M | 0.91% | +330+1.8% | Added |
| Bull Street Advisors, LLC | 18,554 | $1.36M | 0.73% | +2,040+12.4% | Added |
| TownSquare Capital, LLC | 18,059 | $1.36M | 0.04% | +5,185+40.3% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.36M | 0.06% | +1,430+8.4% | Added |
| Eudaimonia Partners, LLC | 18,359 | $1.35M | 0.25% | +727+4.1% | Added |
| Ancora Advisors, LLC | 18,189 | $1.34M | 0.04% | −2,155−10.6% | Reduced |
| Rafferty Asset Management, LLC | 18,189 | $1.34M | 0.01% | +2,171+13.6% | Added |
| Cornerstone Wealth Group, LLC | 17,437 | $1.32M | 0.27% | −14−0.1% | Reduced |
| Caldwell Trust Co | 17,902 | $1.32M | 0.17% | +768+4.5% | Added |
| Financial Partners Capital Management LLC | 17,785 | $1.31M | 0.24% | +9,555+116.1% | Added |
| Citizens Business Bank | 17,761 | $1.31M | 0.17% | −1,240−6.5% | Reduced |
| NTV Asset Management LLC | 17,746 | $1.31M | 0.23% | −430−2.4% | Reduced |
| All Terrain Financial Advisors, LLC | 17,614 | $1.30M | 0.62% | +17,614 | New |
| Bard Financial Services, Inc. | 17,475 | $1.29M | 0.11% | −1,075−5.8% | Reduced |
| Proequities, Inc. | 17,437 | $1.28M | 0.08% | +4,913+39.2% | Added |
| SeaCrest Wealth Management, LLC | 17,428 | $1.28M | 0.15% | −293−1.7% | Reduced |
| Ategra Capital Management, LLC | 17,423 | $1.28M | 0.65% | −1,168−6.3% | Reduced |
| Everett Harris & Co | 17,399 | $1.28M | 0.02% | +13,425+337.8% | Added |
| First Citizens Bank & Trust Co | 17,388 | $1.28M | 0.06% | −2,982−14.6% | Reduced |
| Marco Investment Management LLC | 17,358 | $1.28M | 0.15% | 00.0% | Unchanged |
| BP PLC | 17,263 | $1.27M | 0.05% | −8,713−33.5% | Reduced |
| Rodgers Brothers Inc. | 17,190 | $1.26M | 0.24% | −50−0.3% | Reduced |
| Wedbush Securities Inc | 17,185 | $1.26M | 0.06% | +2,097+13.9% | Added |
| Derbend Asset Management | 17,177 | $1.26M | 1.18% | +17,177 | New |
| Wexford Capital LP | 17,049 | $1.25M | 0.19% | −12,336−42.0% | Reduced |
| Jackson Wealth Management, LLC | 16,908 | $1.24M | 0.16% | −353−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,885 | $1.24M | 0.04% | +12,959+330.1% | Added |
| Burke & Herbert Bank & Trust Co | 16,865 | $1.24M | 0.80% | +50+0.3% | Added |
| Tower Bridge Advisors | 16,839 | $1.24M | 0.08% | −1,725−9.3% | Reduced |
| Venture Visionary Partners LLC | 16,830 | $1.24M | 0.10% | −1,855−9.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,810 | $1.24M | 0.07% | −1,528−8.3% | Reduced |