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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 16,806 | $1.24M | 0.20% | +2,827+20.2% | Added |
| Jeppson Wealth Management, LLC | 16,800 | $1.24M | 0.67% | +78+0.5% | Added |
| FineMark National Bank & Trust | 16,728 | $1.23M | 0.05% | −3,798−18.5% | Reduced |
| PBMares Wealth Management LLC | 16,733 | $1.23M | 0.67% | +604+3.7% | Added |
| MidWestOne Financial Group, Inc. | 16,714 | $1.23M | 0.29% | +450+2.8% | Added |
| Founders Financial Alliance, LLC | 16,594 | $1.22M | 0.56% | +67+0.4% | Added |
| Meyer Handelman Co | 16,399 | $1.21M | 0.05% | −100−0.6% | Reduced |
| Meridian Financial Partners LLC | 15,863 | $1.20M | 0.82% | +3,977+33.5% | Added |
| Lawson Kroeker Investment Management Inc | 16,267 | $1.20M | 0.38% | −450−2.7% | Reduced |
| FIL Ltd | 15,913 | $1.17M | 0.00% | +15,909+397,725.0% | Added |
| Capital Fund Management S.A. | 15,894 | $1.17M | 0.03% | +15,894 | New |
| Moloney Securities Asset Management, LLC | 15,878 | $1.17M | 0.21% | +440+2.9% | Added |
| Excalibur Management Corp | 15,858 | $1.17M | 0.53% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 15,864 | $1.17M | 0.44% | +260+1.7% | Added |
| Blue Edge Capital, LLC | 15,700 | $1.16M | 0.24% | 00.0% | Unchanged |
| Bank of Hawaii | 15,692 | $1.15M | 0.06% | −4,558−22.5% | Reduced |
| Clearbridge Investments, LLC | 15,636 | $1.15M | 0.00% | −100−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,576 | $1.15M | 0.04% | +330+2.2% | Added |
| Wealth Quarterback LLC | 15,466 | $1.14M | 0.69% | +15,466 | New |
| Patten & Patten Inc | 15,379 | $1.13M | 0.09% | −2,395−13.5% | Reduced |
| Kingsview Wealth Management, LLC | 15,239 | $1.13M | 0.06% | +387+2.6% | Added |
| Holderness Investments Co | 15,308 | $1.13M | 0.37% | +95+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 15,226 | $1.12M | 0.10% | +24+0.2% | Added |
| Joel Isaacson & Co., LLC | 15,130 | $1.11M | 0.09% | +40+0.3% | Added |
| TCI Wealth Advisors, Inc. | 15,024 | $1.10M | 0.19% | −683−4.3% | Reduced |
| Global Retirement Partners, LLC | 14,967 | $1.10M | 0.11% | +377+2.6% | Added |
| Kovack Advisors, Inc. | 14,885 | $1.09M | 0.12% | +900+6.4% | Added |
| Boenning & Scattergood, Inc. | 14,874 | $1.09M | 0.19% | +27+0.2% | Added |
| Thrive Capital Management, LLC | 14,875 | $1.09M | 0.85% | +5,286+55.1% | Added |
| Paradigm Financial Partners, LLC | 14,803 | $1.09M | 0.27% | −2,397−13.9% | Reduced |
| Wealthcare Advisory Partners LLC | 14,690 | $1.08M | 0.07% | −385−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 14,678 | $1.08M | 0.07% | −200−1.3% | Reduced |
| Virtu Financial LLC | 14,602 | $1.07M | 0.10% | +14,602 | New |
| Integrated Wealth Concepts LLC | 14,475 | $1.06M | 0.04% | +197+1.4% | Added |
| Paloma Partners Management Co | 14,452 | $1.06M | 0.03% | −23,632−62.1% | Reduced |
| Sovereign Financial Group, Inc. | 13,934 | $1.06M | 0.64% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 14,325 | $1.05M | 0.02% | +368+2.6% | Added |
| HBK Sorce Advisory LLC | 14,147 | $1.04M | 0.06% | −797−5.3% | Reduced |
| Haverford Trust Co | 14,144 | $1.04M | 0.01% | 00.0% | Unchanged |
| Park National Corp | 14,124 | $1.04M | 0.04% | +36+0.3% | Added |
| Plimoth Trust Co LLC | 14,052 | $1.03M | 0.29% | −1,227−8.0% | Reduced |
| Liberty One Investment Management, LLC | 14,050 | $1.03M | 0.17% | +1,003+7.7% | Added |
| Sheets Smith Wealth Management | 14,005 | $1.03M | 0.14% | −1,227−8.1% | Reduced |
| SageGuard Financial Group, LLC | 13,949 | $1.03M | 0.47% | −561−3.9% | Reduced |
| XML Financial, LLC | 13,856 | $1.02M | 0.22% | −1,933−12.2% | Reduced |
| MEMBERS Trust Co | 13,801 | $1.01M | 0.03% | −60−0.4% | Reduced |
| Vestcor Inc | 13,517 | $994.0K | 0.03% | −1,492−9.9% | Reduced |
| Grove Bank & Trust | 13,508 | $994.0K | 0.22% | +407+3.1% | Added |
| IFP Advisors, Inc | 13,448 | $987.0K | 0.02% | +743+5.8% | Added |
| ING Groep NV | 13,288 | $978.0K | 0.02% | −40,054−75.1% | Reduced |
| Lincoln National Corp | 13,156 | $968.0K | 0.02% | −2,631−16.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 13,097 | $964.0K | 0.01% | +1,172+9.8% | Added |
| Salvus Wealth Management, LLC | 12,956 | $960.0K | 0.81% | −650−4.8% | Reduced |
| Old Port Advisors | 12,706 | $956.0K | 0.34% | +7,848+161.5% | Added |
| Jones Financial Companies LLLP | 12,969 | $954.0K | 0.00% | −327−2.5% | Reduced |
| Fiduciary Trust Co | 12,896 | $949.0K | 0.02% | +366+2.9% | Added |
| First Midwest Bank Trust Division | 12,860 | $947.0K | 0.13% | −1,518−10.6% | Reduced |
| Kestra Private Wealth Services, LLC | 12,876 | $947.0K | 0.06% | −311−2.4% | Reduced |
| Adirondack Research & Management Inc. | 12,762 | $939.0K | 1.10% | +20.0% | Added |
| Boltwood Capital Management | 12,715 | $935.0K | 0.39% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,700 | $934.0K | 0.02% | +1,980+18.5% | Added |
| Meridian Wealth Management, LLC | 12,679 | $933.0K | 0.12% | +22+0.2% | Added |
| Cornerstone Advisory, LLC | 12,638 | $930.0K | 0.16% | +710+6.0% | Added |
| Advisory Services Network, LLC | 12,623 | $929.0K | 0.03% | +191+1.5% | Added |
| IHT Wealth Management, LLC | 12,624 | $929.0K | 0.06% | +3,159+33.4% | Added |
| Argent Advisors, Inc. | 12,595 | $927.0K | 0.56% | +692+5.8% | Added |
| Brown Miller Wealth Management, LLC | 12,542 | $922.0K | 0.59% | +16+0.1% | Added |
| Camelot Portfolios, LLC | 12,472 | $918.0K | 0.37% | +3,792+43.7% | Added |
| Terry L. Blaker | 12,471 | $917.0K | 0.06% | +79+0.6% | Added |
| Penn Mutual Asset Management, LLC | 12,425 | $914.0K | 1.14% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,430 | $914.0K | 0.05% | 00.0% | Unchanged |
| Burney Co | 12,406 | $913.0K | 0.04% | +245+2.0% | Added |
| First Command Bank | 12,323 | $907.0K | 0.10% | −291−2.3% | Reduced |
| First Command Financial Services, Inc. | 12,323 | $907.0K | 0.10% | −291−2.3% | Reduced |
| CNB Bank | 12,247 | $901.0K | 0.56% | +557+4.8% | Added |
| Quantitative Investment Management, LLC | 12,225 | $899.0K | 0.08% | +8,935+271.6% | Added |
| Veriti Management LLC | 12,177 | $896.0K | 0.13% | +2,944+31.9% | Added |
| Stratos Wealth Advisors, LLC | 12,172 | $896.0K | 0.08% | +3,586+41.8% | Added |
| Chesapeake Wealth Management | 12,159 | $894.0K | 0.29% | −2,729−18.3% | Reduced |
| Arrow Financial Corp | 12,099 | $891.0K | 0.11% | +10+0.1% | Added |
| Banco Santander, S.A. | 12,114 | $891.0K | 0.00% | +12,114 | New |
| Diversified Trust Co | 12,097 | $890.0K | 0.03% | +206+1.7% | Added |
| Chicago Trust Co NA | 12,083 | $889.0K | 0.21% | +5,595+86.2% | Added |
| American Portfolios Advisors | 12,075 | $888.3K | 0.03% | +919+8.2% | Added |
| Smithfield Trust Co | 12,049 | $886.0K | 0.06% | −1,100−8.4% | Reduced |
| Arbor Wealth Management, LLC | 12,026 | $885.0K | 0.22% | −6,983−36.7% | Reduced |
| Sunbelt Securities, Inc. | 11,475 | $885.0K | 0.16% | −1,119−8.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,985 | $881.0K | 0.04% | +6+0.1% | Added |
| Bartlett & Co. LLC | 11,941 | $879.0K | 0.02% | +686+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 11,941 | $878.5K | 0.02% | +686+6.1% | Added |
| Tdam USA Inc. | 11,729 | $878.0K | 0.05% | −70,322−85.7% | Reduced |
| Azimuth Capital Management LLC | 11,917 | $877.0K | 0.04% | −30−0.3% | Reduced |
| Maryland Capital Management | 11,825 | $870.0K | 0.05% | −5,327−31.1% | Reduced |
| Western Wealth Management, LLC | 11,832 | $870.0K | 0.09% | +7,632+181.7% | Added |
| Jacobi Capital Management LLC | 11,778 | $866.0K | 0.11% | +1,643+16.2% | Added |
| Good Life Advisors, LLC | 11,756 | $865.0K | 0.16% | +577+5.2% | Added |
| JBJ Investment Partners, LLC | 11,661 | $858.0K | 0.18% | −4,138−26.2% | Reduced |
| BLB&B Advisors, LLC | 11,639 | $856.0K | 0.06% | −205−1.7% | Reduced |
| Chesley Taft & Associates LLC | 11,592 | $853.0K | 0.05% | −4,246−26.8% | Reduced |
| Cresset Asset Management, LLC | 11,523 | $848.0K | 0.01% | +157+1.4% | Added |