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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 8,211 | $604.0K | 0.15% | 00.0% | Unchanged |
| Smith, Moore & Co. | 8,176 | $602.0K | 0.09% | −1,050−11.4% | Reduced |
| Trexquant Investment LP | 8,109 | $597.0K | 0.05% | +8,109 | New |
| Platform Technology Partners | 8,104 | $596.0K | 0.25% | +8,104 | New |
| Montag A & Associates Inc | 8,087 | $595.0K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 8,092 | $595.0K | 0.02% | +1,104+15.8% | Added |
| Cambridge Trust Co | 8,036 | $591.0K | 0.02% | −3,120−28.0% | Reduced |
| Summit Financial Group Inc | 8,035 | $591.0K | 0.22% | +849+11.8% | Added |
| Frontier Wealth Management LLC | 8,007 | $589.0K | 0.04% | +1,802+29.0% | Added |
| Northwest Bancshares, Inc. | 7,975 | $587.0K | 0.13% | −190−2.3% | Reduced |
| Brighton Jones LLC | 7,970 | $586.0K | 0.03% | +534+7.2% | Added |
| Alliance Wealth Advisors, LLC | 7,952 | $585.0K | 0.53% | −43−0.5% | Reduced |
| Farmers Trust Co | 7,913 | $582.0K | 0.13% | −485−5.8% | Reduced |
| Gateway Investment Advisers LLC | 7,913 | $582.0K | 0.01% | −309−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 7,859 | $580.0K | 0.08% | +230+3.0% | Added |
| Homrich & Berg | 7,875 | $579.0K | 0.01% | +18+0.2% | Added |
| Gleason Group, Inc. | 7,847 | $577.0K | 0.21% | +65+0.8% | Added |
| Hyman Charles D | 7,786 | $573.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,729 | $573.0K | 0.05% | −23−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,782 | $573.0K | 0.03% | +3,083+65.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,739 | $570.0K | 0.05% | −782−9.2% | Reduced |
| Westshore Wealth, LLC | 7,748 | $570.0K | 0.29% | +200+2.6% | Added |
| Fulton Breakefield Broenniman LLC | 7,727 | $569.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,723 | $568.0K | 0.31% | −292−3.6% | Reduced |
| Polar Asset Management Partners Inc. | 7,727 | $568.0K | 0.01% | +7,727 | New |
| Welch Group, LLC | 7,693 | $566.0K | 0.04% | −84−1.1% | Reduced |
| AGF Investments LLC | 7,671 | $564.0K | 0.06% | −1,559−16.9% | Reduced |
| Investors Research Corp | 7,666 | $564.0K | 0.20% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 7,617 | $560.4K | 0.14% | +10.0% | Added |
| Duality Advisers, LP | 7,591 | $558.0K | 0.05% | −36,962−83.0% | Reduced |
| Investment Management of Virginia LLC | 7,570 | $556.0K | 0.11% | −213−2.7% | Reduced |
| Compton Capital Management Inc | 7,525 | $554.0K | 0.16% | +250+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 7,521 | $553.3K | 0.08% | +250+3.4% | Added |
| D'Orazio & Associates, Inc. | 7,516 | $553.0K | 0.14% | 00.0% | Unchanged |
| Doyle Wealth Management | 7,503 | $552.0K | 0.05% | −20,594−73.3% | Reduced |
| First National Bank & Trust Co of Newtown | 7,476 | $550.0K | 0.11% | −100−1.3% | Reduced |
| Bridges Investment Management Inc | 7,457 | $549.0K | 0.02% | −290−3.7% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $546.0K | 0.32% | +133+1.8% | Added |
| Intrust Bank NA | 7,402 | $545.0K | 0.07% | +1,505+25.5% | Added |
| Point72 Hong Kong Ltd | 7,410 | $545.0K | 0.04% | +6,195+509.9% | Added |
| Dynamic Technology Lab Private Ltd | 7,404 | $545.0K | 0.05% | +7,404 | New |
| Equitable Holdings, Inc. | 7,401 | $544.0K | 0.01% | +19+0.3% | Added |
| Bel Air Investment Advisors LLC | 7,364 | $542.0K | 0.02% | −2,296−23.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,363 | $542.0K | 0.02% | +3,739+103.2% | Added |
| Vontobel Holding Ltd. | 7,357 | $541.0K | 0.00% | −601−7.6% | Reduced |
| Parsons Capital Management Inc | 7,340 | $540.0K | 0.04% | 00.0% | Unchanged |
| Financial Architects, Inc | 7,323 | $539.0K | 0.08% | −896−10.9% | Reduced |
| Aigen Investment Management, LP | 7,293 | $537.0K | 0.09% | −205,770−96.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,300 | $537.0K | 0.21% | −1,460−16.7% | Reduced |
| Wellington Shields Capital Management, LLC | 7,294 | $537.0K | 0.06% | +2,410+49.3% | Added |
| Charles Schwab Trust Co | 7,235 | $532.0K | 0.10% | −400−5.2% | Reduced |
| Hilltop Holdings Inc. | 7,245 | $532.0K | 0.06% | +451+6.6% | Added |
| Camden Capital, LLC | 7,235 | $532.0K | 0.12% | +495+7.3% | Added |
| AdvisorNet Financial, Inc | 7,204 | $530.0K | 0.04% | −585−7.5% | Reduced |
| PFG Advisors | 7,170 | $527.0K | 0.06% | −20.0% | Reduced |
| Kingfisher Capital LLC | 7,132 | $525.0K | 0.13% | −28−0.4% | Reduced |
| Independent Financial Group, LLC | 7,126 | $524.3K | 0.06% | +84+1.2% | Added |
| Rehmann Capital Advisory Group | 7,071 | $523.9K | 0.05% | +20+0.3% | Added |
| Field & Main Bank | 7,077 | $521.0K | 0.33% | +387+5.8% | Added |
| MBA Advisors LLC | 7,016 | $516.0K | 0.39% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,954 | $512.0K | 0.00% | +1,332+23.7% | Added |
| Koshinski Asset Management, Inc. | 6,941 | $511.0K | 0.06% | +6,941 | New |
| Renasant Bank | 6,923 | $509.0K | 0.39% | −496−6.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,757 | $507.0K | 0.04% | −128−1.9% | Reduced |
| Summit X, LLC | 6,812 | $506.0K | 0.13% | −58−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 6,860 | $505.0K | 0.05% | +30.0% | Added |
| Transcend Wealth Collective, LLC | 6,854 | $504.0K | 0.07% | +169+2.5% | Added |
| Cedar Brook Financial Partners, LLC | 6,786 | $499.0K | 0.14% | −1,246−15.5% | Reduced |
| Reaves W H & Co Inc | 6,777 | $499.0K | 0.02% | +1,822+36.8% | Added |
| Truvestments Capital LLC | 6,730 | $495.0K | 0.27% | +781+13.1% | Added |
| Citizens Financial Group Inc | 6,721 | $494.0K | 0.02% | −1,255−15.7% | Reduced |
| Tranquility Partners, LLC | 6,715 | $494.0K | 0.28% | −305−4.3% | Reduced |
| Snowden Capital Advisors LLC | 6,714 | $494.0K | 0.02% | −43,550−86.6% | Reduced |
| Donaldson Capital Management, LLC | 6,693 | $492.0K | 0.03% | −1,246−15.7% | Reduced |
| Meeder Asset Management Inc | 6,682 | $492.0K | 0.02% | +1,043+18.5% | Added |
| Jaffetilchin Investment Partners, LLC | 6,663 | $490.0K | 0.03% | −3,237−32.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,644 | $489.0K | 0.02% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 6,575 | $484.0K | 0.04% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 6,567 | $483.0K | 0.14% | +523+8.7% | Added |
| Principle Wealth Partners LLC | 6,548 | $482.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,548 | $482.0K | 0.05% | +6,548 | New |
| Private Trust Co NA | 6,505 | $479.0K | 0.07% | −610−8.6% | Reduced |
| Hoese & Co LLP | 6,517 | $479.0K | 0.54% | +202+3.2% | Added |
| Clearstead Advisors, LLC | 6,507 | $479.0K | 0.04% | +254+4.1% | Added |
| Symmetry Partners, LLC | 6,492 | $478.0K | 0.03% | 00.0% | Unchanged |
| Strategic Equity Management | 6,482 | $477.0K | 0.16% | −2,177−25.1% | Reduced |
| Alexandria Capital, LLC | 6,449 | $474.0K | 0.04% | −13−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $471.0K | 0.44% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,386 | $470.0K | 0.16% | −15−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 6,322 | $465.0K | 0.05% | −442−6.5% | Reduced |
| Capital Wealth Planning, LLC | 6,316 | $465.0K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,954 | $461.0K | 0.25% | +650+12.3% | Added |
| Maven Securities LTD | 6,268 | $461.0K | 0.05% | +6,268 | New |
| Northstar Group, Inc. | 6,255 | $460.0K | 0.12% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,232 | $459.0K | 0.14% | −400−6.0% | Reduced |
| Princeton Capital Management LLC | 6,242 | $459.0K | 0.14% | −80−1.3% | Reduced |
| NSI Retail Advisors, LLC | 6,211 | $457.0K | 0.07% | +6,211 | New |
| Flputnam Investment Management Co | 6,194 | $456.0K | 0.02% | −838−11.9% | Reduced |
| Cim Investment Mangement Inc | 6,194 | $456.0K | 0.14% | −34−0.5% | Reduced |
| Scotia Capital Inc. | 6,143 | $452.0K | 0.00% | +2,147+53.7% | Added |