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, Q3 2021
Institutional positions in Dominion Energy, Inc as of Sep 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
- 1,379
- −32 vs. Q2 2021
- Shares held
- 543.7M
- +11.6M (+2.2%) vs. Q2 2021
- Total value
- $39.7B
- +$572.0M (+1.5%) vs. Q2 2021
- New holders
- 71
- 554 more added
- Sold out
- 103
- 529 more reduced
28 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 512 | $37.0K | 0.01% | +72+16.4% | Added |
| Klaas Financial Asset Advisors, LLC | 552 | $40.0K | 0.01% | +5+0.9% | Added |
| Tarbox Family Office, Inc. | 555 | $41.0K | 0.01% | −39−6.6% | Reduced |
| Achmea Investment Management B.V. | 574 | $42.0K | 0.00% | +574 | New |
| Vestor Capital, LLC | 584 | $43.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 597 | $44.0K | 0.01% | −157−20.8% | Reduced |
| Brewin Dolphin Ltd | 615 | $44.9K | 0.00% | −550−47.2% | Reduced |
| NVWM, LLC | 650 | $47.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 638 | $47.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 646 | $47.0K | 0.03% | +178+38.0% | Added |
| Pflug Koory, LLC | 652 | $48.0K | 0.03% | +5+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 658 | $48.0K | 0.03% | +375+132.5% | Added |
| CVA Family Office, LLC | 625 | $49.0K | 0.04% | −1,030−62.2% | Reduced |
| Kozak & Associates, Inc. | 649 | $49.0K | 0.03% | +649 | New |
| West Paces Advisors Inc. | 677 | $49.4K | 0.02% | −32−4.5% | Reduced |
| Horizon Financial Services, LLC | 679 | $50.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 722 | $53.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 728 | $54.0K | 0.01% | +87+13.6% | Added |
| Crescent Capital Consulting, LLC | 759 | $55.0K | 0.01% | −36−4.5% | Reduced |
| Bollard Group LLC | 771 | $56.0K | 0.00% | +4+0.5% | Added |
| Clearview Wealth Advisors LLC | 769 | $56.0K | 0.04% | +31+4.2% | Added |
| Private Capital Group, LLC | 786 | $57.0K | 0.01% | +114+17.0% | Added |
| Aspire Private Capital, LLC | 790 | $58.0K | 0.02% | −111−12.3% | Reduced |
| Cowen Prime Advisors LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 800 | $58.0K | 0.02% | +800 | New |
| Skandinaviska Enskilda Banken AB (publ) | 805 | $59.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 824 | $60.0K | 0.00% | +824 | New |
| PSI Advisors, LLC | 853 | $62.0K | 0.03% | +853 | New |
| Acadian Asset Management LLC | 873 | $63.0K | 0.00% | −8,060−90.2% | Reduced |
| Sonora Investment Management, LLC | 918 | $67.0K | 0.01% | +1+0.1% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $73.0K | 0.02% | −1,000−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,015 | $74.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,019 | $74.0K | 0.03% | +8+0.8% | Added |
| Corsicana & Co. | 1,023 | $75.0K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,032 | $75.0K | 0.01% | +32+3.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $76.0K | 0.01% | −248−19.1% | Reduced |
| Lipe & Dalton | 1,043 | $76.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,071 | $78.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,091 | $80.0K | 0.01% | −151−12.2% | Reduced |
| Glen Eagle Advisors, LLC | 1,113 | $81.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,120 | $82.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,138 | $83.0K | 0.04% | +3+0.3% | Added |
| Larson Financial Group LLC | 1,156 | $84.0K | 0.02% | −128−10.0% | Reduced |
| Addison Advisors LLC | 1,154 | $84.0K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,176 | $86.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,165 | $86.0K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $93.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,291 | $95.0K | 0.03% | +70+5.7% | Added |
| Canton Hathaway, LLC | 1,320 | $96.0K | 0.03% | +70+5.6% | Added |
| Arkadios Wealth Advisors | 1,338 | $97.0K | 0.01% | −1,115−45.5% | Reduced |
| Bray Capital Advisors | 1,333 | $97.0K | 0.02% | +1+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,326 | $97.0K | 0.00% | +7+0.5% | Added |
| Center for Financial Planning, Inc. | 1,325 | $97.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,332 | $97.0K | 0.01% | +194+17.0% | Added |
| Ade, LLC | 1,370 | $100.0K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,388 | $101.0K | 0.04% | −1,263−47.6% | Reduced |
| Focused Wealth Management, Inc | 1,414 | $103.0K | 0.02% | +12+0.9% | Added |
| Sutton Wealth Advisors Inc. | 1,421 | $103.8K | 0.04% | +22+1.6% | Added |
| Gradient Investments LLC | 1,450 | $106.0K | 0.00% | −448−23.6% | Reduced |
| Monetary Management Group Inc | 1,450 | $106.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,475 | $108.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,536 | $112.0K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,546 | $113.0K | 0.02% | −208−11.9% | Reduced |
| Vigilant Capital Management, LLC | 1,592 | $116.0K | 0.01% | +129+8.8% | Added |
| Sound Income Strategies, LLC | 1,585 | $116.0K | 0.01% | +468+41.9% | Added |
| Interactive Financial Advisors | 1,585 | $116.0K | 0.05% | +600+60.9% | Added |
| Independence Bank of Kentucky | 1,602 | $117.0K | 0.05% | +35+2.2% | Added |
| Cutler Group LP | 1,615 | $117.0K | 0.01% | +1,615 | New |
| Riggs Asset Managment Co. Inc. | 1,612 | $118.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,655 | $120.0K | 0.02% | +464+39.0% | Added |
| Piscataqua Savings Bank | 1,768 | $129.0K | 0.11% | −125−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,768 | $129.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,816 | $132.0K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,835 | $134.0K | 0.06% | −400−17.9% | Reduced |
| MV Capital Management, Inc. | 1,877 | $137.0K | 0.02% | +69+3.8% | Added |
| Carolinas Wealth Consulting LLC | 1,992 | $145.0K | 0.03% | −559−21.9% | Reduced |
| Herold Advisors, Inc. | 2,000 | $146.0K | 0.06% | +2,000 | New |
| Quadrant Capital Group LLC | 2,034 | $149.0K | 0.02% | −139−6.4% | Reduced |
| MCF Advisors LLC | 2,037 | $149.0K | 0.02% | +44+2.2% | Added |
| SOA Wealth Advisors, LLC. | 2,059 | $150.0K | 0.04% | +69+3.5% | Added |
| Tradewinds Capital Management, LLC | 2,157 | $157.0K | 0.03% | +18+0.8% | Added |
| Lloyd Advisory Services, LLC. | 2,182 | $159.0K | 0.08% | +683+45.6% | Added |
| Central Bank & Trust Co | 2,192 | $160.0K | 0.03% | −105−4.6% | Reduced |
| Macroview Investment Management LLC | 2,197 | $160.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,189 | $160.0K | 0.06% | +229+11.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $164.0K | 0.12% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,279 | $166.0K | 0.02% | −72−3.1% | Reduced |
| Tompkins Financial Corp | 2,327 | $170.0K | 0.03% | +2,327 | New |
| S.A. Mason LLC | 2,348 | $171.0K | 0.11% | 00.0% | Unchanged |
| Kepos Capital LP | 2,360 | $172.0K | 0.01% | +1,351+133.9% | Added |
| Oakworth Capital, Inc. | 2,394 | $175.0K | 0.02% | −1,036−30.2% | Reduced |
| Agf Investments Inc. | 2,400 | $175.0K | 0.00% | +72+3.1% | Added |
| Assetmark, Inc | 2,412 | $176.0K | 0.00% | +1,046+76.6% | Added |
| Evoke Wealth, LLC | 2,430 | $177.0K | 0.01% | −6−0.2% | Reduced |
| MUFG Americas Holdings Corp | 2,428 | $177.0K | 0.00% | +2,172+848.4% | Added |
| Riverview Trust Co | 2,482 | $181.0K | 0.19% | −1,682−40.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,508 | $183.0K | 0.04% | −50−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,528 | $185.0K | 0.05% | −310−10.9% | Reduced |
| Norway Savings Bank | 2,567 | $187.0K | 0.09% | −250−8.9% | Reduced |
| Sittner & Nelson, LLC | 2,585 | $189.0K | 0.12% | 00.0% | Unchanged |