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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 3,424 | $250.0K | 0.23% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,431 | $251.0K | 0.04% | −400−10.4% | Reduced |
| Putnam Investments LLC | 3,431 | $251.0K | 0.00% | +42+1.2% | Added |
| Hall Laurie J Trustee | 3,445 | $252.0K | 0.10% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 3,474 | $254.0K | 0.18% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $254.0K | 0.03% | – | – |
| Thoroughbred Financial Services, LLC | 3,493 | $255.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 3,498 | $255.0K | 0.01% | +3,498 | New |
| Stone Run Capital, LLC | 3,500 | $256.0K | 0.09% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,500 | $256.0K | 0.27% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,528 | $257.0K | 0.02% | −191−5.1% | Reduced |
| Exane Derivatives | 3,525 | $257.4K | 0.06% | +73+2.1% | Added |
| Diversified Trust Co | 3,537 | $258.0K | 0.01% | −8,560−70.8% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $259.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,548 | $259.0K | 0.01% | +181+5.4% | Added |
| Westhampton Capital, LLC | 3,577 | $261.0K | 0.18% | −1,300−26.7% | Reduced |
| Abbot Financial Management, Inc. | 3,593 | $262.0K | 0.12% | −396−9.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,586 | $262.0K | 0.03% | −33−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,592 | $262.0K | 0.08% | +36+1.0% | Added |
| Bath Savings Trust Co | 3,608 | $263.0K | 0.03% | −50−1.4% | Reduced |
| Berman Capital Advisors, LLC | 3,620 | $264.0K | 0.04% | +882+32.2% | Added |
| Fiducient Advisors LLC | 3,631 | $265.0K | 0.08% | −275−7.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,634 | $265.0K | 0.06% | +232+6.8% | Added |
| Farmers National Bank | 3,529 | $265.4K | 0.11% | +3,529 | New |
| Institute for Wealth Management, LLC. | 3,644 | $266.0K | 0.05% | −65−1.8% | Reduced |
| GSB Wealth Management, LLC | 3,650 | $267.0K | 0.14% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,740 | $269.0K | 0.13% | −49−1.3% | Reduced |
| Trustmark National Bank Trust Department | 3,697 | $270.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,714 | $271.0K | 0.00% | +144+4.0% | Added |
| Keeler Thomas Management LLC | 3,714 | $271.0K | 0.13% | +914+32.6% | Added |
| Total Clarity Wealth Management, Inc. | 3,723 | $272.0K | 0.13% | −2,037−35.4% | Reduced |
| BKD Wealth Advisors, LLC | 3,742 | $273.0K | 0.01% | −14−0.4% | Reduced |
| Continuum Advisory, LLC | 3,736 | $273.0K | 0.07% | +210+6.0% | Added |
| Eastern Bank | 3,755 | $274.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,763 | $275.0K | 0.07% | −1,552−29.2% | Reduced |
| Garner Asset Management Corp | 3,760 | $275.0K | 0.13% | 00.0% | Unchanged |
| Santori & Peters | 3,777 | $275.0K | 0.16% | +31+0.8% | Added |
| Midwest Professional Planners, LTD. | 3,763 | $275.0K | 0.15% | +164+4.6% | Added |
| LCNB Corp | 3,763 | $275.0K | 0.14% | +800+27.0% | Added |
| Alpha Cubed Investments, LLC | 3,781 | $276.0K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,787 | $277.0K | 0.06% | −202−5.1% | Reduced |
| Pitcairn Co | 3,796 | $277.0K | 0.02% | −183−4.6% | Reduced |
| 44 Wealth Management LLC | 3,808 | $278.0K | 0.11% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,801 | $278.0K | 0.00% | +3,801 | New |
| McKinley Carter Wealth Services, Inc. | 3,822 | $279.0K | 0.02% | −370−8.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,825 | $279.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,859 | $282.0K | 0.02% | −753−16.3% | Reduced |
| Cypress Wealth Services, LLC | 3,877 | $283.0K | 0.08% | −1,234−24.1% | Reduced |
| LexAurum Advisors, LLC | 3,896 | $284.0K | 0.08% | +300+8.3% | Added |
| Wade G W & Inc | 3,906 | $285.0K | 0.01% | −83−2.1% | Reduced |
| Valley National Advisers Inc | 3,901 | $285.0K | 0.05% | −55−1.4% | Reduced |
| Austin Private Wealth, LLC | 3,909 | $285.0K | 0.06% | +191+5.1% | Added |
| Rowland & Co Investment Counsel | 3,535 | $287.0K | 0.10% | −4,082−53.6% | Reduced |
| Pittenger & Anderson Inc | 3,934 | $287.0K | 0.01% | +184+4.9% | Added |
| Courier Capital LLC | 3,934 | $287.0K | 0.03% | +684+21.0% | Added |
| McMillion Capital Management Inc | 3,932 | $287.0K | 0.17% | +766+24.2% | Added |
| Cordasco Financial Network | 3,938 | $288.0K | 0.20% | +38+1.0% | Added |
| Pallas Capital Advisors LLC | 3,809 | $288.0K | 0.03% | +771+25.4% | Added |
| Orleans Capital Management Corp | 3,955 | $289.0K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,945 | $289.0K | 0.44% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,969 | $290.0K | 0.06% | −52−1.3% | Reduced |
| Altavista Wealth Management, Inc. | 3,977 | $290.0K | 0.06% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,992 | $292.0K | 0.06% | −3,243−44.8% | Reduced |
| Successful Portfolios LLC | 4,002 | $292.0K | 0.17% | −100−2.4% | Reduced |
| Alhambra Investment Partners LLC | 3,994 | $292.0K | 0.22% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,018 | $293.0K | 0.06% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,012 | $293.0K | 0.05% | −20.0% | Reduced |
| Cobblestone Capital Advisors LLC | 4,042 | $295.0K | 0.02% | +30+0.7% | Added |
| Equitable Trust Co | 4,056 | $296.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,060 | $296.0K | 0.10% | −13−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,051 | $296.0K | 0.05% | +609+17.7% | Added |
| DAGCO, Inc. | 4,066 | $297.0K | 0.13% | −100−2.4% | Reduced |
| Mercer Capital Advisers, Inc. | 4,068 | $297.0K | 0.16% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,079 | $298.0K | 0.02% | −3,331−45.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,087 | $298.0K | 0.10% | +53+1.3% | Added |
| Edge Capital Group, LLC | 4,081 | $298.0K | 0.02% | +1,293+46.4% | Added |
| Camden National Bank | 4,099 | $299.0K | 0.06% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,104 | $300.0K | 0.02% | +900+28.1% | Added |
| Deseret Mutual Benefit Administrators | 4,135 | $302.0K | 0.06% | −792−16.1% | Reduced |
| Fort Point Capital Partners LLC | 4,130 | $302.0K | 0.05% | +4,130 | New |
| Dynamic Advisor Solutions LLC | 4,196 | $306.0K | 0.02% | +470+12.6% | Added |
| Adirondack Trust Co | 4,074 | $309.0K | 0.15% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,246 | $310.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,255 | $311.0K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,305 | $314.0K | 0.03% | +136+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,300 | $314.0K | 0.01% | +1,400+48.3% | Added |
| HBW Advisory Services LLC | 4,329 | $316.0K | 0.08% | −136−3.0% | Reduced |
| Kore Private Wealth LLC | 4,366 | $319.0K | 0.03% | −126−2.8% | Reduced |
| Engine No. 1 LLC | 4,364 | $319.0K | 0.08% | +4,364 | New |
| GM Advisory Group, Inc. | 4,383 | $320.0K | 0.03% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $321.0K | 0.24% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,401 | $321.0K | 0.15% | +16+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,408 | $322.0K | 0.04% | +838+23.5% | Added |
| Savant Capital, LLC | 4,439 | $324.0K | 0.01% | −967−17.9% | Reduced |
| Stevens Capital Management LP | 4,457 | $325.0K | 0.14% | −782−14.9% | Reduced |
| Sadoff Investment Management LLC | 4,500 | $329.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,504 | $329.0K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,524 | $330.0K | 0.07% | +250+5.8% | Added |
| Patton Albertson Miller Group, LLC | 4,594 | $335.0K | 0.06% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,585 | $335.0K | 0.28% | 00.0% | Unchanged |