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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 2,632 | $192.0K | 0.08% | +105+4.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,657 | $194.0K | 0.03% | +2,657 | New |
| Clearbridge Investments, LLC | 2,743 | $200.0K | 0.00% | −12,893−82.5% | Reduced |
| Campion Asset Management LLC | 2,743 | $200.0K | 0.18% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,762 | $202.0K | 0.07% | +2,762 | New |
| Baker Ellis Asset Management LLC | 2,795 | $203.0K | 0.04% | −757−21.3% | Reduced |
| Regal Investment Advisors LLC | 2,775 | $203.0K | 0.02% | −91−3.2% | Reduced |
| NewEdge Wealth, LLC | 2,807 | $205.0K | 0.01% | −171−5.7% | Reduced |
| Cabot Wealth Management Inc | 2,802 | $205.0K | 0.03% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,818 | $205.0K | 0.12% | +14+0.5% | Added |
| Advisors Capital Management, LLC | 2,818 | $206.0K | 0.01% | −264−8.6% | Reduced |
| CX Institutional | 2,826 | $206.0K | 0.02% | +156+5.8% | Added |
| Rosenberg Matthew Hamilton | 2,831 | $207.0K | 0.08% | −123−4.2% | Reduced |
| MBE Wealth Management, LLC | 2,854 | $208.0K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,872 | $210.0K | 0.08% | −105−3.5% | Reduced |
| Duncker Streett & Co Inc | 2,876 | $210.0K | 0.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,875 | $210.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,872 | $210.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,894 | $211.0K | 0.09% | −250−8.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,888 | $211.0K | 0.08% | +2,888 | New |
| Capital Advisors, Ltd. LLC | 2,906 | $212.0K | 0.04% | −63−2.1% | Reduced |
| Intersect Capital LLC | 2,902 | $212.0K | 0.04% | −59−2.0% | Reduced |
| Capital Analysts, LLC | 2,909 | $212.0K | 0.01% | +31+1.1% | Added |
| Ritholtz Wealth Management | 2,921 | $213.0K | 0.01% | −97−3.2% | Reduced |
| KMG Fiduciary Partners, LLC | 2,933 | $214.0K | 0.04% | −20−0.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,933 | $214.0K | 0.03% | +2,933 | New |
| Barrett Asset Management, LLC | 2,950 | $215.0K | 0.01% | −21−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 2,945 | $215.0K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,942 | $215.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 2,945 | $215.0K | 0.02% | +109+3.8% | Added |
| Essex Financial Services, Inc. | 2,953 | $216.0K | 0.02% | +2,953 | New |
| Addison Capital Co | 2,970 | $217.0K | 0.10% | −203−6.4% | Reduced |
| Neville Rodie & Shaw Inc | 2,965 | $217.0K | 0.02% | +5+0.2% | Added |
| MAI Capital Management | 2,968 | $217.0K | 0.00% | +72+2.5% | Added |
| Beaumont Financial Partners, LLC | 2,983 | $218.0K | 0.02% | −963−24.4% | Reduced |
| Accurate Wealth Management, LLC | 3,012 | $219.0K | 0.19% | −138−4.4% | Reduced |
| First National Bank of Omaha | 3,000 | $219.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,025 | $219.0K | 0.09% | +3,025 | New |
| McCollum Christoferson Group LLC | 3,010 | $220.0K | 0.05% | −300−9.1% | Reduced |
| Keebeck Wealth Management, LLC | 3,007 | $220.0K | 0.04% | −97−3.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 3,013 | $220.0K | 0.00% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,017 | $220.0K | 0.00% | +49+1.7% | Added |
| Crescent Grove Advisors, LLC | 3,030 | $221.0K | 0.02% | +3,030 | New |
| Curated Wealth Partners LLC | 3,057 | $223.0K | 0.12% | +78+2.6% | Added |
| EP Wealth Advisors, LLC | 3,062 | $224.0K | 0.01% | −1,634−34.8% | Reduced |
| Gamble Jones Investment Counsel | 3,070 | $224.0K | 0.01% | +66+2.2% | Added |
| Berkshire Asset Management LLC | 3,064 | $224.0K | 0.01% | +3,064 | New |
| Columbus Macro, LLC | 3,066 | $224.0K | 0.07% | +3,066 | New |
| Enterprise Financial Services Corp | 3,084 | $225.0K | 0.03% | −2,023−39.6% | Reduced |
| Eqis Capital Management, Inc. | 3,075 | $225.0K | 0.02% | −122−3.8% | Reduced |
| CAPROCK Group, Inc. | 3,085 | $225.0K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,088 | $225.0K | 0.14% | +26+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 3,100 | $226.0K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,090 | $226.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,115 | $227.0K | 0.06% | +24+0.8% | Added |
| Private Asset Management Inc | 3,140 | $229.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,140 | $229.0K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,149 | $229.0K | 0.01% | +3,149 | New |
| Inverness Counsel LLC | 3,167 | $231.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,176 | $231.9K | 0.18% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,184 | $232.0K | 0.13% | +5+0.2% | Added |
| US Asset Management LLC | 3,182 | $232.0K | 0.22% | +3,182 | New |
| Pekin Hardy Strauss, Inc. | 3,194 | $233.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,211 | $234.0K | 0.04% | −3,000−48.3% | Reduced |
| Pennsylvania Capital Management Inc | 3,031 | $234.0K | 0.10% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,225 | $235.0K | 0.18% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,224 | $235.0K | 0.05% | +339+11.8% | Added |
| Fieldpoint Private Securities, LLC | 3,226 | $236.0K | 0.05% | +84+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $236.0K | 0.14% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,252 | $237.0K | 0.12% | −32−1.0% | Reduced |
| Wintrust Investments LLC | 3,266 | $238.0K | 0.03% | −178−5.2% | Reduced |
| Modera Wealth Management, LLC | 3,287 | $240.0K | 0.01% | −242−6.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,281 | $240.0K | 0.07% | +136+4.3% | Added |
| Hudock, Inc. | 3,288 | $240.0K | 0.07% | +201+6.5% | Added |
| Schonfeld Strategic Advisors LLC | 3,300 | $241.0K | 0.00% | −18,300−84.7% | Reduced |
| Segall Bryant & Hamill, LLC | 3,302 | $241.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,303 | $241.0K | 0.07% | +3,303 | New |
| First Mercantile Trust Co | 3,313 | $242.0K | 0.03% | −81−2.4% | Reduced |
| Red Wave Investments LLC | 3,314 | $242.0K | 0.09% | −9−0.3% | Reduced |
| Valley Brook Capital Group | 3,315 | $242.0K | 0.24% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,327 | $243.0K | 0.06% | +4+0.1% | Added |
| Oarsman Capital, Inc. | 3,334 | $243.0K | 0.10% | −100−2.9% | Reduced |
| Selective Wealth Management, Inc. | 3,347 | $244.0K | 0.13% | +5+0.1% | Added |
| Vantage Consulting Group Inc | 3,344 | $244.0K | 0.05% | +43+1.3% | Added |
| Fragasso Group Inc. | 3,342 | $244.0K | 0.03% | +3,342 | New |
| Amica Retiree Medical Trust | 3,353 | $245.0K | 0.22% | −1,472−30.5% | Reduced |
| North Point Portfolio Managers Corp | 3,350 | $245.0K | 0.03% | −190−5.4% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $245.0K | 0.03% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,349 | $245.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,332 | $245.0K | 0.09% | +323+10.7% | Added |
| Monarch Capital Management Inc | 3,354 | $245.0K | 0.07% | +3,354 | New |
| LSP Investment Advisors, LLC | 3,350 | $245.0K | 0.10% | +3,350 | New |
| ERTS Wealth Advisors, LLC | 3,377 | $246.0K | 0.06% | −375−10.0% | Reduced |
| Aries Wealth Management | 3,373 | $246.0K | 0.10% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,374 | $246.0K | 0.20% | +3+0.1% | Added |
| Bridgeworth, LLC | 3,367 | $246.0K | 0.07% | +407+13.8% | Added |
| Hunter Associates Investment Management LLC | 3,378 | $247.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,400 | $248.0K | 0.04% | −1,000−22.7% | Reduced |
| Wellington Shields & Co., LLC | 3,398 | $248.0K | 0.09% | −710−17.3% | Reduced |
| Rede Wealth, LLC | 3,406 | $249.0K | 0.13% | −223−6.1% | Reduced |