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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 5,575 | $407.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,561 | $406.0K | 0.19% | −90−1.6% | Reduced |
| Altium Wealth Management LLC | 5,515 | $403.0K | 0.03% | +639+13.1% | Added |
| Westshore Wealth, LLC | 5,500 | $402.0K | 0.32% | −2,248−29.0% | Reduced |
| Wealthsource Partners, LLC | 5,492 | $401.0K | 0.04% | +315+6.1% | Added |
| 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 |
| 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 |
| 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 |
| Lido Advisors, LLC | 5,415 | $395.0K | 0.01% | +1,916+54.8% | Added |
| Compton Wealth Advisory Group, LLC | 5,374 | $392.0K | 0.18% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,223 | $390.0K | 0.02% | −133−2.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Horizon Investments, LLC | 5,222 | $381.0K | 0.01% | +198+3.9% | Added |
| FourThought Financial, LLC | 5,209 | $380.0K | 0.05% | +616+13.4% | Added |
| 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 |
| Marotta Asset Management | 5,175 | $377.9K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,167 | $377.0K | 0.24% | −20.0% | Reduced |
| 4J Wealth Management LLC | 5,156 | $376.0K | 0.33% | −280−5.2% | Reduced |
| 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 |
| 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 |
| Apollon Wealth Management, LLC | 5,081 | $371.0K | 0.05% | +1,994+64.6% | Added |
| KC Investment Advisors, LLC | 5,064 | $370.0K | 0.30% | +50+1.0% | Added |
| 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 |
| Philadelphia Trust Co | 5,025 | $367.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Signaturefd, LLC | 4,858 | $355.0K | 0.01% | +755+18.4% | Added |
| Partners in Financial Planning | 4,851 | $354.2K | 0.11% | −687−12.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,818 | $354.0K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 4,827 | $352.0K | 0.26% | −25,040−83.8% | Reduced |
| 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 |
| Allstate Corp | 4,773 | $349.0K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,753 | $348.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Great Valley Advisor Group, Inc. | 4,726 | $346.0K | 0.02% | +12+0.3% | Added |
| 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 |
| M&R Capital Management Inc | 4,706 | $343.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cadence Bank NA | 4,607 | $337.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Patton Albertson Miller Group, LLC | 4,594 | $335.0K | 0.06% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,585 | $335.0K | 0.28% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,524 | $330.0K | 0.07% | +250+5.8% | Added |
| Sadoff Investment Management LLC | 4,500 | $329.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,504 | $329.0K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,457 | $325.0K | 0.14% | −782−14.9% | Reduced |
| Savant Capital, LLC | 4,439 | $324.0K | 0.01% | −967−17.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,408 | $322.0K | 0.04% | +838+23.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $321.0K | 0.24% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,401 | $321.0K | 0.15% | +16+0.4% | Added |
| GM Advisory Group, Inc. | 4,383 | $320.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 4,366 | $319.0K | 0.03% | −126−2.8% | Reduced |
| Engine No. 1 LLC | 4,364 | $319.0K | 0.08% | +4,364 | New |
| HBW Advisory Services LLC | 4,329 | $316.0K | 0.08% | −136−3.0% | Reduced |
| Perigon Wealth Management, LLC | 4,305 | $314.0K | 0.03% | +136+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,300 | $314.0K | 0.01% | +1,400+48.3% | Added |
| Ipswich Investment Management Co., Inc. | 4,255 | $311.0K | 0.08% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,246 | $310.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 4,074 | $309.0K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,196 | $306.0K | 0.02% | +470+12.6% | Added |
| Deseret Mutual Benefit Administrators | 4,135 | $302.0K | 0.06% | −792−16.1% | Reduced |
| Fort Point Capital Partners LLC | 4,130 | $302.0K | 0.05% | +4,130 | New |