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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 4,601 | $336.0K | 0.02% | −1,398−23.3% | Reduced |
| Essex Savings Bank | 4,321 | $336.0K | 0.12% | −174−3.9% | Reduced |
| Cadence Bank NA | 4,607 | $337.0K | 0.10% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,632 | $338.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,638 | $338.0K | 0.02% | +1,550+50.2% | Added |
| Interchange Capital Partners, LLC | 4,649 | $339.0K | 0.57% | −560−10.8% | Reduced |
| Nadler Financial Group, Inc. | 4,648 | $339.0K | 0.06% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 4,648 | $339.0K | 0.03% | +70+1.5% | Added |
| M&R Capital Management Inc | 4,706 | $343.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 4,731 | $345.0K | 0.04% | −751−13.7% | Reduced |
| SFE Investment Counsel | 4,730 | $345.0K | 0.10% | −120−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 4,726 | $346.0K | 0.02% | +12+0.3% | Added |
| Transcend Wealth Collective, LLC | 4,526 | $347.0K | 0.03% | −2,328−34.0% | Reduced |
| Middleton & Co Inc | 4,758 | $347.0K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,753 | $348.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 4,773 | $349.0K | 0.01% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,801 | $351.0K | 0.13% | −872−15.4% | Reduced |
| Minot Wealth Management LLC | 4,812 | $351.0K | 0.08% | −522−9.8% | Reduced |
| Phoenix Wealth Advisors | 4,827 | $352.0K | 0.26% | −25,040−83.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,818 | $354.0K | 0.04% | 00.0% | Unchanged |
| Partners in Financial Planning | 4,851 | $354.2K | 0.11% | −687−12.4% | Reduced |
| Signaturefd, LLC | 4,858 | $355.0K | 0.01% | +755+18.4% | Added |
| Lakeview Capital Partners, LLC | 4,894 | $357.0K | 0.16% | −150−3.0% | Reduced |
| Parallel Advisors, LLC | 4,886 | $357.0K | 0.01% | +785+19.1% | Added |
| Pegasus Partners Ltd. | 4,906 | $358.0K | 0.06% | −541−9.9% | Reduced |
| Harbour Capital Advisors, LLC | 4,900 | $358.0K | 0.09% | −400−7.5% | Reduced |
| Garrett Investment Advisors LLC | 4,897 | $358.0K | 0.12% | +299+6.5% | Added |
| Am Investment Strategies LLC | 4,902 | $358.0K | 0.09% | +491+11.1% | Added |
| Kinloch Capital, LLC | 4,942 | $361.0K | 0.25% | +10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,950 | $361.0K | 0.08% | +80+1.6% | Added |
| Old North State Trust, LLC | 4,954 | $362.0K | 0.32% | −142−2.8% | Reduced |
| Cypress Asset Management Inc | 4,955 | $362.0K | 0.09% | −60−1.2% | Reduced |
| North Star Investment Management Corp. | 4,961 | $362.0K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,763 | $362.0K | 0.05% | −62−1.3% | Reduced |
| Bristol John W & Co Inc | 5,000 | $365.0K | 0.01% | 00.0% | Unchanged |
| Somerville Kurt F | 5,000 | $365.0K | 0.06% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,000 | $365.0K | 0.26% | +22+0.4% | Added |
| Philadelphia Trust Co | 5,025 | $367.0K | 0.03% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,093 | $368.0K | 0.15% | −7−0.1% | Reduced |
| Coastline Trust Co | 5,030 | $368.0K | 0.05% | −50−1.0% | Reduced |
| UMA Financial Services, Inc. | 5,029 | $368.0K | 0.10% | +20.0% | Added |
| Coastal Investment Advisors, Inc. | 5,037 | $368.0K | 0.09% | +481+10.6% | Added |
| KC Investment Advisors, LLC | 5,064 | $370.0K | 0.30% | +50+1.0% | Added |
| Apollon Wealth Management, LLC | 5,081 | $371.0K | 0.05% | +1,994+64.6% | Added |
| Perpetual Investment Management Ltd | 5,100 | $372.0K | 0.05% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,093 | $372.0K | 0.07% | +290+6.0% | Added |
| Welch & Forbes LLC | 5,125 | $374.0K | 0.01% | −433−7.8% | Reduced |
| Physicians Financial Services, Inc. | 5,118 | $374.0K | 0.15% | −375−6.8% | Reduced |
| Voya Financial Advisors, Inc. | 5,027 | $374.0K | 0.05% | +43+0.9% | Added |
| Milestone Advisory Partners | 5,121 | $374.0K | 0.22% | +500+10.8% | Added |
| 4J Wealth Management LLC | 5,156 | $376.0K | 0.33% | −280−5.2% | Reduced |
| Lebenthal Global Advisors, LLC | 5,167 | $377.0K | 0.24% | −20.0% | Reduced |
| Marotta Asset Management | 5,175 | $377.9K | 0.09% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 5,000 | $378.0K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,162 | $378.0K | 0.04% | +155+3.1% | Added |
| FourThought Financial, LLC | 5,209 | $380.0K | 0.05% | +616+13.4% | Added |
| Horizon Investments, LLC | 5,222 | $381.0K | 0.01% | +198+3.9% | Added |
| CIBC World Markets Inc. | 5,236 | $382.0K | 0.00% | −485−8.5% | Reduced |
| Allworth Financial LP | 5,228 | $382.0K | 0.01% | +3,357+179.4% | Added |
| Clarius Group, LLC | 5,300 | $387.0K | 0.03% | +555+11.7% | Added |
| Apriem Advisors | 5,302 | $387.0K | 0.06% | +1,420+36.6% | Added |
| E&G Advisors, LP | 5,319 | $388.0K | 0.11% | +5,319 | Added |
| Principal Street Partners, LLC | 5,314 | $388.0K | 0.11% | +419+8.6% | Added |
| Parsec Financial Management, Inc. | 5,223 | $390.0K | 0.02% | −133−2.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,374 | $392.0K | 0.18% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,415 | $395.0K | 0.01% | +1,916+54.8% | Added |
| Dividend Assets Capital, LLC | 5,424 | $396.0K | 0.08% | −386−6.6% | Reduced |
| Eagle Ridge Investment Management | 5,429 | $396.0K | 0.04% | −154−2.8% | Reduced |
| Glassman Wealth Services | 5,417 | $396.0K | 0.08% | +446+9.0% | Added |
| Alexandria Capital, LLC | 5,442 | $397.0K | 0.04% | −1,007−15.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,259 | $397.0K | 0.01% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 5,483 | $400.0K | 0.02% | −38−0.7% | Reduced |
| Investment House LLC | 5,484 | $400.0K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,492 | $401.0K | 0.04% | +315+6.1% | Added |
| Westshore Wealth, LLC | 5,500 | $402.0K | 0.32% | −2,248−29.0% | Reduced |
| Altium Wealth Management LLC | 5,515 | $403.0K | 0.03% | +639+13.1% | Added |
| Sawyer & Company, Inc | 5,561 | $406.0K | 0.19% | −90−1.6% | Reduced |
| Spinnaker Trust | 5,575 | $407.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 5,585 | $408.0K | 0.02% | −171−3.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,582 | $408.0K | 0.10% | −86−1.5% | Reduced |
| Archford Capital Strategies, LLC | 5,590 | $408.0K | 0.10% | +33+0.6% | Added |
| Moody Lynn & Lieberson, LLC | 5,608 | $409.0K | 0.03% | 00.0% | Unchanged |
| Toews Corp | 5,600 | $409.0K | 0.05% | +5,600 | New |
| ZWJ Investment Counsel Inc | 5,654 | $413.0K | 0.02% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 5,658 | $413.0K | 0.02% | +280+5.2% | Added |
| Keystone Financial Group | 5,722 | $418.0K | 0.08% | −53−0.9% | Reduced |
| Chicago Capital, LLC | 5,734 | $419.0K | 0.02% | −250−4.2% | Reduced |
| Birchcreek Wealth Management, LLC | 5,751 | $420.0K | 0.39% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,758 | $420.0K | 0.04% | +167+3.0% | Added |
| Fulcrum Equity Management | 5,762 | $421.0K | 0.16% | +48+0.8% | Added |
| Osborne Partners Capital Management, LLC | 5,775 | $422.0K | 0.03% | −800−12.2% | Reduced |
| Aevitas Wealth Management, Inc. | 5,775 | $422.0K | 0.27% | −38−0.7% | Reduced |
| Iowa State Bank | 5,787 | $423.0K | 0.12% | −23,723−80.4% | Reduced |
| Aull & Monroe Investment Management Corp | 5,819 | $425.0K | 0.21% | −30−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,828 | $426.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,923 | $432.0K | 0.02% | −37−0.6% | Reduced |
| First City Capital Management, Inc. | 5,954 | $435.0K | 0.24% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,958 | $435.0K | 0.14% | +6+0.1% | Added |
| Fiduciary Group LLC | 5,677 | $435.0K | 0.05% | +341+6.4% | Added |
| Aveo Capital Partners, LLC | 5,990 | $437.0K | 0.09% | +28+0.5% | Added |