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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 8,075 | $590.0K | 0.13% | +100+1.3% | Added |
| Investment Management of Virginia LLC | 8,082 | $590.0K | 0.11% | +512+6.8% | Added |
| Toroso Investments, LLC | 8,086 | $591.0K | 0.02% | −430−5.0% | Reduced |
| Bartlett & Co. LLC | 8,181 | $597.0K | 0.01% | −3,760−31.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,181 | $597.4K | 0.01% | −3,760−31.5% | Reduced |
| Cambridge Trust Co | 8,211 | $600.0K | 0.02% | +175+2.2% | Added |
| Teza Capital Management LLC | 8,225 | $601.0K | 0.29% | −20,351−71.2% | Reduced |
| Smith, Moore & Co. | 8,426 | $615.0K | 0.09% | +250+3.1% | Added |
| Intrust Bank NA | 8,439 | $616.0K | 0.08% | +1,037+14.0% | Added |
| AMG National Trust Bank | 8,498 | $620.0K | 0.02% | +130+1.6% | Added |
| Cullen Capital Management LLC | 8,520 | $622.0K | 0.01% | +1,566+22.5% | Added |
| Graypoint LLC | 8,627 | $630.0K | 0.08% | +48+0.6% | Added |
| Moneta Group Investment Advisors LLC | 8,778 | $641.0K | 0.03% | −16−0.2% | Reduced |
| Fma Advisory Inc | 8,803 | $643.0K | 0.24% | +136+1.6% | Added |
| Essex Private Wealth Management, LLC | 8,813 | $644.0K | 0.58% | −224−2.5% | Reduced |
| Spreng Capital Management, Inc. | 8,910 | $644.0K | 0.41% | −75−0.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 8,845 | $646.0K | 0.13% | −5−0.1% | Reduced |
| Fundamentun, LLC | 8,849 | $646.0K | 0.11% | +8,849 | New |
| Colonial Trust Advisors | 8,872 | $648.0K | 0.08% | −100−1.1% | Reduced |
| Mutual Advisors, LLC | 8,896 | $650.0K | 0.04% | −1,001−10.1% | Reduced |
| Tectonic Advisors LLC | 8,897 | $650.0K | 0.13% | +583+7.0% | Added |
| Hancock Whitney Corp | 8,927 | $652.0K | 0.02% | −122,052−93.2% | Reduced |
| Tranquility Partners, LLC | 8,931 | $652.0K | 0.33% | +2,216+33.0% | Added |
| Cary Street Partner Investment Advisory LLC | 8,956 | $654.0K | 0.21% | −1,396−13.5% | Reduced |
| 1st Source Bank | 8,975 | $656.0K | 0.04% | +129+1.5% | Added |
| Stokes Family Office, LLC | 9,022 | $659.0K | 0.09% | +79+0.9% | Added |
| Ninepoint Partners LP | 9,085 | $663.0K | 0.24% | +9,085 | New |
| Cable Hill Partners, LLC | 9,093 | $664.0K | 0.16% | +13+0.1% | Added |
| ACG Wealth | 9,155 | $669.0K | 0.09% | −297−3.1% | Reduced |
| Delta Asset Management LLC | 9,160 | $669.0K | 0.06% | −45−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,200 | $671.8K | 0.18% | −400−4.2% | Reduced |
| Arete Wealth Advisors, LLC | 9,205 | $672.0K | 0.07% | −860−8.5% | Reduced |
| Cullinan Associates Inc | 9,214 | $673.0K | 0.04% | −298−3.1% | Reduced |
| ICW Investment Advisors LLC | 9,216 | $673.0K | 0.43% | +154+1.7% | Added |
| HighPoint Advisor Group LLC | 9,234 | $674.0K | 0.07% | −1,410−13.2% | Reduced |
| Benedict Financial Advisors Inc | 9,241 | $675.0K | 0.19% | −2,166−19.0% | Reduced |
| Front Row Advisors LLC | 9,270 | $677.0K | 0.29% | −149−1.6% | Reduced |
| Blueshift Asset Management, LLC | 9,294 | $679.0K | 0.04% | −17,943−65.9% | Reduced |
| SPC Financial, Inc. | 9,308 | $680.0K | 0.08% | +241+2.7% | Added |
| Ameritas Investment Company, LLC | 9,345 | $682.0K | 0.03% | +4,399+88.9% | Added |
| Headinvest, LLC | 9,341 | $682.0K | 0.13% | +912+10.8% | Added |
| NFJ Investment Group, LLC | 9,350 | $683.0K | 0.01% | −2,074−18.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,347 | $683.0K | 0.34% | −1,203−11.4% | Reduced |
| Sawtooth Solutions, LLC | 9,363 | $684.0K | 0.11% | +960+11.4% | Added |
| Grimes & Company, Inc. | 9,391 | $686.0K | 0.03% | −1,483−13.6% | Reduced |
| Latitude Advisors, LLC | 9,394 | $686.0K | 0.22% | +4,792+104.1% | Added |
| Blue Fin Capital, Inc. | 9,445 | $689.0K | 0.21% | −321−3.3% | Reduced |
| Prio Wealth Limited Partnership | 9,475 | $692.0K | 0.02% | −500−5.0% | Reduced |
| Centre Asset Management, LLC | 9,069 | $694.0K | 0.36% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 9,604 | $701.0K | 0.36% | −2,868−23.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,630 | $703.0K | 0.04% | −2,800−22.5% | Reduced |
| Mid Atlantic Financial Management Inc | 9,693 | $708.0K | 0.05% | −570−5.6% | Reduced |
| Marino, Stram & Associates LLC | 9,778 | $714.0K | 0.25% | +9,778 | New |
| Adams Wealth Management | 9,788 | $715.0K | 0.28% | −1,167−10.7% | Reduced |
| Illinois Municipal Retirement Fund | 9,862 | $720.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 9,883 | $722.0K | 0.03% | +4,350+78.6% | Added |
| JustInvest LLC | 9,930 | $725.0K | 0.07% | +1,357+15.8% | Added |
| Level Four Advisory Services, LLC | 9,934 | $725.0K | 0.08% | +1,448+17.1% | Added |
| Charter Trust Co | 9,959 | $727.0K | 0.07% | −1,481−12.9% | Reduced |
| VeraBank, N.A. | 9,962 | $727.0K | 0.41% | −100−1.0% | Reduced |
| Canal Capital Management, LLC | 9,952 | $727.0K | 0.21% | +384+4.0% | Added |
| Wetherby Asset Management Inc | 9,978 | $728.0K | 0.05% | −542−5.2% | Reduced |
| BCM Advisors, LLC | 10,200 | $734.0K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,059 | $734.0K | 0.08% | +466+4.9% | Added |
| Fort Pitt Capital Group, LLC | 10,102 | $738.0K | 0.03% | −639−5.9% | Reduced |
| Empirical Finance, LLC | 10,117 | $739.0K | 0.11% | +601+6.3% | Added |
| Wealth Quarterback LLC | 76,888 | $740.0K | 0.49% | +61,422+397.1% | Added |
| Nations Financial Group Inc, | 10,127 | $740.0K | 0.11% | +850+9.2% | Added |
| Brown Advisory Securities, LLC | 10,191 | $743.0K | 0.22% | +1,220+13.6% | Added |
| Tdam USA Inc. | 10,304 | $752.0K | 0.05% | −1,425−12.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,319 | $753.0K | 0.36% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,281 | $757.0K | 0.38% | −210−2.0% | Reduced |
| BCGM Wealth Management, LLC | 9,980 | $758.0K | 0.42% | +708+7.6% | Added |
| Evermay Wealth Management LLC | 10,389 | $759.0K | 0.15% | −250−2.3% | Reduced |
| Financial Advocates Investment Management | 10,437 | $763.0K | 0.05% | −252−2.4% | Reduced |
| Ridgewood Investments LLC | 10,443 | $763.0K | 0.52% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10,465 | $764.0K | 0.03% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,502 | $767.0K | 0.04% | +665+6.8% | Added |
| Fruth Investment Management | 10,540 | $769.0K | 0.24% | −485−4.4% | Reduced |
| Lincoln National Corp | 10,627 | $776.0K | 0.02% | −2,529−19.2% | Reduced |
| Robbins Farley LLC | 10,625 | $776.0K | 0.57% | +10,625 | New |
| Kalos Management, Inc. | 10,519 | $784.0K | 0.22% | −188−1.8% | Reduced |
| LVW Advisors, LLC | 10,758 | $786.0K | 0.14% | +79+0.7% | Added |
| Chesapeake Wealth Management | 10,865 | $793.0K | 0.28% | −1,294−10.6% | Reduced |
| GWM Advisors LLC | 10,919 | $797.0K | 0.02% | +816+8.1% | Added |
| Ameritas Investment Partners, Inc. | 10,943 | $799.0K | 0.03% | −262−2.3% | Reduced |
| ELCO Management Co., LLC | 10,958 | $800.0K | 0.62% | −324−2.9% | Reduced |
| Parcion Private Wealth LLC | 11,030 | $806.0K | 0.07% | +183+1.7% | Added |
| Citizens Financial Group Inc | 11,032 | $806.0K | 0.03% | +4,311+64.1% | Added |
| Dearborn Partners LLC | 11,060 | $808.0K | 0.03% | +28+0.3% | Added |
| Jones Financial Companies LLLP | 11,078 | $809.0K | 0.00% | −1,891−14.6% | Reduced |
| Csenge Advisory Group | 11,187 | $809.0K | 0.07% | +960+9.4% | Added |
| BLB&B Advisors, LLC | 11,108 | $811.0K | 0.05% | −531−4.6% | Reduced |
| Whittier Trust Co | 11,102 | $811.0K | 0.01% | −14−0.1% | Reduced |
| CSS LLC | 11,102 | $811.0K | 0.04% | +2,700+32.1% | Added |
| Klingenstein Fields & Co LP | 11,116 | $812.0K | 0.03% | −184−1.6% | Reduced |
| Wealth Alliance | 11,117 | $812.0K | 0.18% | +2,871+34.8% | Added |
| Heritage Investors Management Corp | 11,122 | $812.0K | 0.03% | +11,122 | New |
| Madison Wealth Management | 11,119 | $812.0K | 0.18% | +11,119 | New |
| Maryland Capital Management | 11,222 | $819.0K | 0.05% | −603−5.1% | Reduced |