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 |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 16,600 | $1.21M | 0.61% | −823−4.7% | Reduced |
| MidWestOne Financial Group, Inc. | 16,751 | $1.22M | 0.29% | +37+0.2% | Added |
| Thrive Capital Management, LLC | 16,793 | $1.23M | 0.91% | +1,918+12.9% | Added |
| IFP Advisors, Inc | 16,811 | $1.23M | 0.02% | +3,363+25.0% | Added |
| Belpointe Asset Management LLC | 17,007 | $1.24M | 0.08% | −18,347−51.9% | Reduced |
| First Citizens Bank & Trust Co | 17,161 | $1.25M | 0.06% | −227−1.3% | Reduced |
| Rodgers Brothers Inc. | 17,190 | $1.25M | 0.25% | 00.0% | Unchanged |
| Marco Investment Management LLC | 17,328 | $1.26M | 0.14% | −30−0.2% | Reduced |
| All Terrain Financial Advisors, LLC | 17,355 | $1.27M | 0.58% | −259−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 17,458 | $1.27M | 0.23% | +21+0.1% | Added |
| SeaCrest Wealth Management, LLC | 17,558 | $1.28M | 0.15% | +130+0.7% | Added |
| Wedbush Securities Inc | 17,648 | $1.29M | 0.06% | +463+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 17,754 | $1.30M | 0.15% | −1,721−8.8% | Reduced |
| MEMBERS Trust Co | 17,435 | $1.30M | 0.04% | +3,634+26.3% | Added |
| FIL Ltd | 17,871 | $1.30M | 0.00% | +1,958+12.3% | Added |
| Citizens Business Bank | 17,898 | $1.31M | 0.17% | +137+0.8% | Added |
| Ancora Advisors, LLC | 17,908 | $1.31M | 0.03% | −281−1.5% | Reduced |
| Derbend Asset Management | 18,113 | $1.32M | 1.24% | +936+5.4% | Added |
| Mechanics Bank Trust Department | 18,369 | $1.34M | 0.22% | −1,092−5.6% | Reduced |
| Chickasaw Capital Management LLC | 18,446 | $1.35M | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 18,462 | $1.35M | 0.70% | +1,662+9.9% | Added |
| Moloney Securities Asset Management, LLC | 18,531 | $1.35M | 0.25% | +2,653+16.7% | Added |
| Lederer & Associates Investment Counsel | 18,650 | $1.36M | 0.88% | +60+0.3% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.36M | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 18,688 | $1.36M | 0.24% | +942+5.3% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.38M | 0.32% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 18,925 | $1.38M | 0.12% | +1,450+8.3% | Added |
| Kestra Private Wealth Services, LLC | 18,963 | $1.39M | 0.08% | +6,087+47.3% | Added |
| Premier Asset Management LLC | 18,975 | $1.39M | 0.19% | +8,250+76.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,082 | $1.39M | 1.19% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 19,142 | $1.40M | 0.04% | −809−4.1% | Reduced |
| Bull Street Advisors, LLC | 19,149 | $1.40M | 0.72% | +595+3.2% | Added |
| Proequities, Inc. | 19,259 | $1.41M | 0.09% | +1,822+10.4% | Added |
| Brown Brothers Harriman & Co | 19,441 | $1.42M | 0.01% | −43−0.2% | Reduced |
| First United Bank Trust | 19,491 | $1.42M | 0.58% | −482−2.4% | Reduced |
| National Asset Management, Inc. | 19,499 | $1.42M | 0.05% | −249−1.3% | Reduced |
| TFG Advisers LLC | 19,512 | $1.43M | 0.69% | −1,187−5.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,655 | $1.44M | 0.93% | +2,790+16.5% | Added |
| Hall Capital Management Co Inc | 19,785 | $1.45M | 0.92% | +55+0.3% | Added |
| St Germain D J Co Inc | 19,820 | $1.45M | 0.09% | −1,712−8.0% | Reduced |
| Glenview Trust Co | 19,841 | $1.45M | 0.06% | −344−1.7% | Reduced |
| Advisor Partners LLC | 19,969 | $1.46M | 0.10% | −93−0.5% | Reduced |
| Beck Mack & Oliver LLC | 19,965 | $1.46M | 0.04% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 19,990 | $1.46M | 0.61% | −31,000−60.8% | Reduced |
| DuPont Capital Management Corp | 20,189 | $1.47M | 0.05% | +5,864+40.9% | Added |
| Everett Harris & Co | 20,219 | $1.48M | 0.02% | +2,820+16.2% | Added |
| Birch Hill Investment Advisors LLC | 20,355 | $1.49M | 0.08% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 20,371 | $1.49M | 0.46% | +1,613+8.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,459 | $1.49M | 0.02% | +399+2.0% | Added |
| BerganKDV Wealth Management, LLC | 20,497 | $1.50M | 0.17% | −100.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,531 | $1.50M | 0.03% | −902−4.2% | Reduced |
| Culbertson A N & Co Inc | 20,578 | $1.50M | 0.31% | −536−2.5% | Reduced |
| Waters Parkerson & Co., LLC | 20,580 | $1.50M | 0.09% | +350+1.7% | Added |
| CSM Advisors, LLC | 20,699 | $1.51M | 0.11% | −3,000−12.7% | Reduced |
| River Wealth Advisors LLC | 20,702 | $1.51M | 0.26% | −148−0.7% | Reduced |
| Virtu Financial LLC | 20,870 | $1.52M | 0.13% | +6,268+42.9% | Added |
| Harbour Investments, Inc. | 20,991 | $1.53M | 0.05% | −1,695−7.5% | Reduced |
| Virtus ETF Advisers LLC | 20,994 | $1.53M | 0.67% | +1,397+7.1% | Added |
| Financial Partners Capital Management LLC | 21,011 | $1.53M | 0.28% | +3,226+18.1% | Added |
| First Bank & Trust | 21,142 | $1.54M | 0.71% | +1,323+6.7% | Added |
| Patten Group, Inc. | 21,278 | $1.55M | 0.46% | +729+3.5% | Added |
| J.W. Cole Advisors, Inc. | 21,323 | $1.56M | 0.11% | +1,449+7.3% | Added |
| TCTC Holdings, LLC | 21,439 | $1.57M | 0.07% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 21,496 | $1.57M | 0.52% | −1,500−6.5% | Reduced |
| Murphy Capital Management Inc | 21,572 | $1.57M | 0.18% | −1,150−5.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,753 | $1.59M | 0.17% | +761+3.6% | Added |
| World Asset Management Inc | 21,834 | $1.59M | 0.16% | −682−3.0% | Reduced |
| Woodstock Corp | 21,871 | $1.60M | 0.19% | +450+2.1% | Added |
| Beacon Financial Group | 21,624 | $1.61M | 0.22% | −939−4.2% | Reduced |
| Violich Capital Management, Inc. | 22,130 | $1.62M | 0.26% | +3,425+18.3% | Added |
| Eudaimonia Partners, LLC | 22,293 | $1.63M | 0.29% | +3,934+21.4% | Added |
| Verus Financial Partners, Inc. | 22,639 | $1.63M | 0.24% | +33+0.1% | Added |
| Horan Capital Advisors, LLC. | 22,337 | $1.63M | 0.72% | +434+2.0% | Added |
| Los Angeles Capital Management LLC | 22,360 | $1.63M | 0.01% | −80,397−78.2% | Reduced |
| Marshall Wace North America L.P. | 22,412 | $1.64M | 0.01% | +22,412 | New |
| First American Bank | 22,486 | $1.64M | 0.09% | +30.0% | Added |
| Schmidt P J Investment Management Inc | 21,464 | $1.64M | 0.32% | −917−4.1% | Reduced |
| FDx Advisors, Inc. | 22,582 | $1.65M | 0.05% | +3,088+15.8% | Added |
| Whitener Capital Management, Inc. | 22,015 | $1.66M | 0.76% | −925−4.0% | Reduced |
| City Holding Co | 22,771 | $1.66M | 0.28% | −1,300−5.4% | Reduced |
| IBM Retirement Fund | 22,779 | $1.66M | 0.13% | +58+0.3% | Added |
| ProVise Management Group, LLC | 22,999 | $1.68M | 0.17% | +3,464+17.7% | Added |
| Optimal Asset Management, Inc. | 23,128 | $1.69M | 0.21% | +24+0.1% | Added |
| Boston Family Office LLC | 23,158 | $1.69M | 0.12% | −1,912−7.6% | Reduced |
| Soltis Investment Advisors LLC | 23,277 | $1.70M | 0.26% | +1,764+8.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,336 | $1.70M | 0.54% | +1,087+4.9% | Added |
| Rothschild Investment Corp | 23,471 | $1.71M | 0.14% | +92+0.4% | Added |
| Evercore Wealth Management, LLC | 23,692 | $1.73M | 0.03% | −50−0.2% | Reduced |
| TownSquare Capital, LLC | 23,754 | $1.73M | 0.05% | +5,695+31.5% | Added |
| Yaupon Capital Management LP | 23,800 | $1.74M | 1.11% | −44,100−64.9% | Reduced |
| Cubist Systematic Strategies, LLC | 23,865 | $1.74M | 0.02% | −85,391−78.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 24,227 | $1.77M | 0.38% | −1,795−6.9% | Reduced |
| Robinson Value Management, Ltd. | 24,225 | $1.77M | 1.58% | 00.0% | Unchanged |
| Outfitter Financial LLC | 24,250 | $1.77M | 1.39% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24,452 | $1.78M | 0.04% | −181−0.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,432 | $1.79M | 0.09% | −908−3.6% | Reduced |
| Cigna Investments Inc | 24,655 | $1.80M | 0.13% | −484−1.9% | Reduced |
| Lee Danner & Bass Inc | 24,654 | $1.80M | 0.17% | 00.0% | Unchanged |
| Security National Trust Co | 24,593 | $1.81M | 0.42% | 00.0% | Unchanged |
| SWS Partners | 24,773 | $1.81M | 1.12% | +2,777+12.6% | Added |