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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 6,055 | $442.0K | 0.00% | −88−1.4% | Reduced |
| Curbstone Financial Management Corp | 6,050 | $442.0K | 0.08% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,077 | $444.0K | 0.14% | −155−2.5% | Reduced |
| Laffer Tengler Investments | 6,107 | $446.0K | 0.13% | +2,667+77.5% | Added |
| Northstar Group, Inc. | 6,120 | $447.0K | 0.12% | −135−2.2% | Reduced |
| Capital Investment Counsel, Inc | 6,137 | $448.0K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,129 | $448.0K | 0.15% | +75+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,142 | $448.0K | 0.08% | +692+12.7% | Added |
| Cim Investment Mangement Inc | 6,157 | $450.0K | 0.14% | −37−0.6% | Reduced |
| Flputnam Investment Management Co | 6,191 | $452.0K | 0.02% | −30.0% | Reduced |
| Wrapmanager Inc | 6,194 | $452.0K | 0.12% | +1,674+37.0% | Added |
| Arden Trust Co | 6,229 | $455.0K | 0.08% | +2,470+65.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,277 | $458.0K | 0.14% | −509−7.5% | Reduced |
| Henshaw Capital LLC | 6,276 | $458.3K | 0.03% | +1,879+42.7% | Added |
| First Horizon Advisors, Inc. | 6,315 | $460.0K | 0.02% | +5,594+775.9% | Added |
| Newman Dignan & Sheerar, Inc. | 6,386 | $466.0K | 0.16% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,401 | $467.0K | 0.43% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,433 | $470.0K | 0.02% | −249−3.7% | Reduced |
| Financial Planning & Information Services, Inc. | 6,470 | $472.0K | 0.13% | −97−1.5% | Reduced |
| Symmetry Partners, LLC | 6,492 | $472.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,474 | $473.0K | 0.14% | −1,737−21.2% | Reduced |
| Truvestments Capital LLC | 6,520 | $476.0K | 0.26% | −210−3.1% | Reduced |
| Hoese & Co LLP | 6,517 | $476.0K | 0.51% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,522 | $476.0K | 0.07% | +1,274+24.3% | Added |
| Bigelow Investment Advisors, LLC | 6,531 | $477.0K | 0.23% | −2,482−27.5% | Reduced |
| Principle Wealth Partners LLC | 6,548 | $478.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,576 | $480.0K | 0.04% | +69+1.1% | Added |
| Ferguson Wellman Capital Management, Inc | 6,604 | $482.0K | 0.02% | −40−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,630 | $484.0K | 0.04% | +1,060+19.0% | Added |
| Princeton Capital Management LLC | 6,642 | $485.0K | 0.15% | +400+6.4% | Added |
| Platform Technology Partners | 6,662 | $486.0K | 0.22% | −1,442−17.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,663 | $487.0K | 0.05% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,711 | $490.0K | 0.02% | +18+0.3% | Added |
| Summit X, LLC | 6,743 | $491.0K | 0.12% | −69−1.0% | Reduced |
| Wellington Shields Capital Management, LLC | 6,795 | $496.0K | 0.07% | −499−6.8% | Reduced |
| Northern Oak Wealth Management Inc | 6,799 | $496.0K | 0.06% | +770+12.8% | Added |
| Strategic Equity Management | 6,853 | $500.0K | 0.17% | +371+5.7% | Added |
| Financial Architects, Inc | 6,871 | $502.0K | 0.07% | −452−6.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 6,875 | $502.0K | 0.20% | −425−5.8% | Reduced |
| Field & Main Bank | 6,877 | $502.0K | 0.33% | −200−2.8% | Reduced |
| Marcum Wealth, LLC | 6,905 | $504.0K | 0.08% | +844+13.9% | Added |
| Reaves W H & Co Inc | 6,922 | $505.0K | 0.02% | +145+2.1% | Added |
| Rehmann Capital Advisory Group | 6,939 | $506.7K | 0.05% | −132−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,946 | $507.0K | 0.03% | +2,497+56.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,979 | $510.0K | 0.13% | +1,956+38.9% | Added |
| Almanack Investment Partners, LLC. | 7,000 | $511.0K | 0.04% | +140+2.0% | Added |
| MBA Advisors LLC | 7,016 | $512.0K | 0.38% | 00.0% | Unchanged |
| First Foundation Advisors | 7,024 | $513.0K | 0.02% | −1,068−13.2% | Reduced |
| Kingfisher Capital LLC | 7,051 | $514.0K | 0.13% | −81−1.1% | Reduced |
| Brighton Jones LLC | 7,049 | $515.0K | 0.03% | −921−11.6% | Reduced |
| PFG Advisors | 7,075 | $517.0K | 0.06% | −95−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 7,089 | $517.6K | 0.05% | +148+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 7,127 | $520.0K | 0.04% | −600−7.8% | Reduced |
| Bridges Investment Management Inc | 7,217 | $527.0K | 0.02% | −240−3.2% | Reduced |
| Doyle Wealth Management | 7,225 | $528.0K | 0.04% | −278−3.7% | Reduced |
| Snowden Capital Advisors LLC | 7,261 | $530.2K | 0.03% | +547+8.1% | Added |
| First National Bank & Trust Co of Newtown | 7,276 | $532.0K | 0.11% | −200−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,107 | $534.0K | 0.04% | +350+5.2% | Added |
| Ieq Capital, LLC | 7,306 | $534.0K | 0.01% | +3,434+88.7% | Added |
| Independent Financial Group, LLC | 7,319 | $534.5K | 0.05% | +193+2.7% | Added |
| Keudell/Morrison Wealth Management | 7,329 | $535.0K | 0.23% | +1,196+19.5% | Added |
| Homrich & Berg | 7,343 | $536.0K | 0.01% | −532−6.8% | Reduced |
| Parsons Capital Management Inc | 7,340 | $536.0K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,357 | $537.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $542.0K | 0.31% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7,459 | $545.0K | 0.14% | −1,658−18.2% | Reduced |
| Capital Asset Advisory Services LLC | 7,460 | $545.0K | 0.06% | +1,138+18.0% | Added |
| Bayesian Capital Management, LP | 7,470 | $545.0K | 0.16% | +3,087+70.4% | Added |
| Checchi Capital Advisers, LLC | 7,482 | $546.0K | 0.07% | −1,180−13.6% | Reduced |
| Private Trust Co NA | 7,485 | $547.0K | 0.08% | +980+15.1% | Added |
| D'Orazio & Associates, Inc. | 7,516 | $549.0K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,526 | $550.0K | 0.11% | +291+4.0% | Added |
| Capstone Investment Advisors, LLC | 7,536 | $550.0K | 0.01% | +7,536 | New |
| Stratos Wealth Advisors, LLC | 7,548 | $551.0K | 0.05% | −4,624−38.0% | Reduced |
| Equitable Holdings, Inc. | 7,551 | $551.0K | 0.01% | +150+2.0% | Added |
| CWA Asset Management Group, LLC | 7,576 | $553.0K | 0.04% | −153−2.0% | Reduced |
| AGF Investments LLC | 7,581 | $554.0K | 0.05% | −90−1.2% | Reduced |
| Groesbeck Investment Management Corp | 7,589 | $554.0K | 0.64% | +7,589 | New |
| Golden State Equity Partners | 7,630 | $557.0K | 0.23% | +7,630 | New |
| Sheaff Brock Investment Advisors, LLC | 7,664 | $560.0K | 0.05% | −75−1.0% | Reduced |
| Investors Research Corp | 7,666 | $560.0K | 0.19% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,681 | $561.0K | 0.05% | −4,943−39.2% | Reduced |
| Gateway Investment Advisers LLC | 7,678 | $561.0K | 0.01% | −235−3.0% | Reduced |
| Hyman Charles D | 7,686 | $561.0K | 0.04% | −100−1.3% | Reduced |
| Girard Partners Ltd. | 7,716 | $563.0K | 0.07% | −1,388−15.2% | Reduced |
| CoreFirst Bank & Trust | 7,710 | $563.0K | 0.39% | −1,352−14.9% | Reduced |
| Compton Capital Management Inc | 7,725 | $564.0K | 0.17% | +200+2.7% | Added |
| Renasant Bank | 7,733 | $564.0K | 0.45% | +810+11.7% | Added |
| Marks Group Wealth Management, Inc | 7,677 | $565.0K | 0.08% | −182−2.3% | Reduced |
| Beacon Financial Advisory LLC | 7,745 | $566.0K | 0.29% | +22+0.3% | Added |
| Alliance Wealth Advisors, LLC | 7,770 | $567.0K | 0.50% | −182−2.3% | Reduced |
| Hilltop Holdings Inc. | 7,762 | $567.0K | 0.06% | +517+7.1% | Added |
| Farmers Trust Co | 7,898 | $570.0K | 0.13% | −15−0.2% | Reduced |
| Main Street Research LLC | 7,851 | $573.0K | 0.05% | −418−5.1% | Reduced |
| AdvisorNet Financial, Inc | 7,866 | $574.0K | 0.04% | +662+9.2% | Added |
| Ashton Thomas Private Wealth, LLC | 7,872 | $574.8K | 0.08% | +351+4.7% | Added |
| Gleason Group, Inc. | 7,913 | $578.0K | 0.21% | +66+0.8% | Added |
| Greenleaf Trust | 7,962 | $581.0K | 0.01% | −555−6.5% | Reduced |
| Montag A & Associates Inc | 7,954 | $581.0K | 0.03% | −133−1.6% | Reduced |
| Summit Financial Group Inc | 8,035 | $587.0K | 0.21% | 00.0% | Unchanged |