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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 11,210 | $819.0K | 0.04% | +755+7.2% | Added |
| Ziegler Capital Management, LLC | 11,318 | $826.0K | 0.03% | +270+2.4% | Added |
| Campbell Wealth Management | 11,341 | $828.0K | 0.11% | +40.0% | Added |
| Prudent Man Advisors, LLC | 11,335 | $828.0K | 0.31% | +11,335 | New |
| JBJ Investment Partners, LLC | 11,451 | $836.0K | 0.17% | −210−1.8% | Reduced |
| ARGI Investment Services, LLC | 11,448 | $836.0K | 0.03% | +281+2.5% | Added |
| Frontier Wealth Management LLC | 11,523 | $841.0K | 0.06% | +3,516+43.9% | Added |
| Fox Run Management, L.L.C. | 11,529 | $842.0K | 0.53% | +8,270+253.8% | Added |
| Chesley Taft & Associates LLC | 11,592 | $846.0K | 0.05% | 00.0% | Unchanged |
| Bank of Hawaii | 11,755 | $858.0K | 0.05% | −3,937−25.1% | Reduced |
| Chicago Trust Co NA | 11,783 | $861.0K | 0.19% | −300−2.5% | Reduced |
| Wealthspire Advisors, LLC | 11,806 | $862.0K | 0.02% | +2,305+24.3% | Added |
| Welch Group, LLC | 11,815 | $863.0K | 0.06% | +4,122+53.6% | Added |
| Leavell Investment Management, Inc. | 11,847 | $865.0K | 0.06% | −19,350−62.0% | Reduced |
| Vestcor Inc | 11,887 | $868.0K | 0.03% | −1,630−12.1% | Reduced |
| Boltwood Capital Management | 11,927 | $871.0K | 0.35% | −788−6.2% | Reduced |
| First Command Bank | 11,933 | $871.0K | 0.15% | −390−3.2% | Reduced |
| First Command Financial Services, Inc. | 11,933 | $871.0K | 0.15% | −390−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 11,976 | $874.0K | 0.03% | +2,781+30.2% | Added |
| Azimuth Capital Management LLC | 12,017 | $877.0K | 0.04% | +100+0.8% | Added |
| Arrow Financial Corp | 12,045 | $880.0K | 0.11% | −54−0.4% | Reduced |
| Sunbelt Securities, Inc. | 11,475 | $885.0K | 0.16% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12,210 | $892.0K | 0.04% | +225+1.9% | Added |
| Jacobi Capital Management LLC | 12,217 | $893.0K | 0.11% | +439+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 12,225 | $893.0K | 0.12% | +1,877+18.1% | Added |
| Burney Co | 12,254 | $895.0K | 0.04% | −152−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 12,267 | $896.0K | 0.01% | −830−6.3% | Reduced |
| United Bank | 12,292 | $897.0K | 0.12% | −177,092−93.5% | Reduced |
| Terry L. Blaker | 12,347 | $902.0K | 0.06% | −124−1.0% | Reduced |
| Paloma Partners Management Co | 12,400 | $905.0K | 0.04% | −2,052−14.2% | Reduced |
| Fiduciary Trust Co | 12,389 | $905.0K | 0.02% | −507−3.9% | Reduced |
| Penn Mutual Asset Management, LLC | 12,425 | $907.0K | 1.43% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 12,546 | $916.0K | 0.15% | −92−0.7% | Reduced |
| Brown Miller Wealth Management, LLC | 12,557 | $916.0K | 0.57% | +15+0.1% | Added |
| Chiron Capital Management, LLC | 12,538 | $916.0K | 0.67% | +1,600+14.6% | Added |
| XTX Topco Ltd | 12,634 | $923.0K | 0.31% | +12,634 | New |
| Adirondack Research & Management Inc. | 12,864 | $939.0K | 1.14% | +102+0.8% | Added |
| Vident Investment Advisory, LLC | 12,891 | $940.0K | 0.03% | −7,849−37.8% | Reduced |
| Cresset Asset Management, LLC | 12,978 | $948.0K | 0.01% | +1,455+12.6% | Added |
| Advisory Services Network, LLC | 13,080 | $955.0K | 0.03% | +457+3.6% | Added |
| Cerity Partners LLC | 13,093 | $956.0K | 0.02% | +393+3.1% | Added |
| Paradigm Financial Partners, LLC | 13,228 | $977.0K | 0.23% | −1,575−10.6% | Reduced |
| Smithfield Trust Co | 13,507 | $983.0K | 0.06% | +1,458+12.1% | Added |
| Sovereign Financial Group, Inc. | 13,469 | $984.0K | 0.57% | −465−3.3% | Reduced |
| Hanson & Doremus Investment Management | 13,470 | $984.0K | 0.23% | +3,915+41.0% | Added |
| Ossiam | 13,513 | $987.0K | 0.03% | −20,749−60.6% | Reduced |
| Grove Bank & Trust | 13,568 | $991.0K | 0.21% | +60+0.4% | Added |
| Occudo Quantitative Strategies LP | 13,574 | $991.0K | 0.12% | +10,469+337.2% | Added |
| First Midwest Bank Trust Division | 13,640 | $996.0K | 0.14% | +780+6.1% | Added |
| Salvus Wealth Management, LLC | 13,656 | $997.0K | 0.81% | +700+5.4% | Added |
| Sheets Smith Wealth Management | 13,667 | $998.0K | 0.14% | −338−2.4% | Reduced |
| RVW Wealth, LLC | 7,617 | $1.00M | 0.12% | +7,617 | New |
| Park National Corp | 13,726 | $1.00M | 0.04% | −398−2.8% | Reduced |
| Elevated Capital Advisors, LLC | 13,752 | $1.00M | 0.35% | +13,752 | New |
| Argent Advisors, Inc. | 13,879 | $1.01M | 0.58% | +1,284+10.2% | Added |
| Resources Management Corp | 13,897 | $1.01M | 0.15% | −5,200−27.2% | Reduced |
| Plimoth Trust Co LLC | 13,927 | $1.02M | 0.29% | −125−0.9% | Reduced |
| Intrua Financial, LLC | 13,517 | $1.03M | 0.19% | +2,572+23.5% | Added |
| CNB Bank | 14,088 | $1.03M | 0.62% | +1,841+15.0% | Added |
| Good Life Advisors, LLC | 14,107 | $1.03M | 0.14% | +2,351+20.0% | Added |
| Meridian Wealth Management, LLC | 14,121 | $1.03M | 0.13% | +1,442+11.4% | Added |
| HBK Sorce Advisory LLC | 14,137 | $1.03M | 0.06% | −10−0.1% | Reduced |
| Veriti Management LLC | 14,407 | $1.05M | 0.15% | +2,230+18.3% | Added |
| Verdence Capital Advisors LLC | 14,567 | $1.06M | 0.14% | +4,137+39.7% | Added |
| Lazard Asset Management LLC | 14,728 | $1.07M | 0.00% | −91,313−86.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,765 | $1.08M | 0.06% | −2,045−12.2% | Reduced |
| Boenning & Scattergood, Inc. | 14,780 | $1.08M | 0.19% | −94−0.6% | Reduced |
| Kovack Advisors, Inc. | 14,892 | $1.09M | 0.12% | +70.0% | Added |
| Liberty One Investment Management, LLC | 14,954 | $1.09M | 0.19% | +904+6.4% | Added |
| Stock Yards Bank & Trust Co | 14,978 | $1.09M | 0.07% | +300+2.0% | Added |
| Two Sigma Securities, LLC | 14,993 | $1.09M | 0.23% | +9,884+193.5% | Added |
| Holderness Investments Co | 15,026 | $1.10M | 0.36% | −282−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 15,030 | $1.10M | 0.17% | +60.0% | Added |
| Kingsview Wealth Management, LLC | 15,100 | $1.10M | 0.05% | −139−0.9% | Reduced |
| Global Retirement Partners, LLC | 15,131 | $1.10M | 0.11% | +164+1.1% | Added |
| Joel Isaacson & Co., LLC | 15,172 | $1.11M | 0.08% | +42+0.3% | Added |
| Old Port Advisors | 15,009 | $1.11M | 0.40% | +2,303+18.1% | Added |
| Wealthcare Advisory Partners LLC | 15,347 | $1.12M | 0.07% | +657+4.5% | Added |
| Patten & Patten Inc | 15,379 | $1.12M | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 15,493 | $1.13M | 0.05% | −1,235−7.4% | Reduced |
| Ropes Wealth Advisors LLC | 15,511 | $1.13M | 0.18% | +9,616+163.1% | Added |
| Valeo Financial Advisors, LLC | 15,595 | $1.14M | 0.07% | +10,729+220.5% | Added |
| Blue Edge Capital, LLC | 15,700 | $1.15M | 0.24% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 15,737 | $1.15M | 0.55% | −996−6.0% | Reduced |
| Mirabella Financial Services LLP | 15,727 | $1.15M | 0.15% | +6,488+70.2% | Added |
| Haverford Trust Co | 15,744 | $1.15M | 0.01% | +1,600+11.3% | Added |
| American Portfolios Advisors | 15,795 | $1.15M | 0.04% | +3,720+30.8% | Added |
| Caldwell Trust Co | 15,867 | $1.16M | 0.15% | −2,035−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 15,910 | $1.16M | 0.04% | +1,435+9.9% | Added |
| Meridian Financial Partners LLC | 15,863 | $1.16M | 0.78% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,953 | $1.16M | 0.00% | +7,205+82.4% | Added |
| Lawson Kroeker Investment Management Inc | 15,999 | $1.17M | 0.39% | −268−1.6% | Reduced |
| D.B. Root & Company, LLC | 16,021 | $1.17M | 0.46% | +157+1.0% | Added |
| Excalibur Management Corp | 16,170 | $1.18M | 0.52% | +312+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 16,296 | $1.19M | 0.04% | +720+4.6% | Added |
| Venture Visionary Partners LLC | 16,335 | $1.19M | 0.08% | −495−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,321 | $1.19M | 0.11% | +1,095+7.2% | Added |
| Meyer Handelman Co | 16,399 | $1.20M | 0.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 16,443 | $1.20M | 0.08% | −396−2.4% | Reduced |
| Founders Financial Alliance, LLC | 16,569 | $1.21M | 0.57% | −25−0.2% | Reduced |