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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 4,104 | $300.0K | 0.02% | +900+28.1% | Added |
| Camden National Bank | 4,099 | $299.0K | 0.06% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,079 | $298.0K | 0.02% | −3,331−45.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,087 | $298.0K | 0.10% | +53+1.3% | Added |
| Edge Capital Group, LLC | 4,081 | $298.0K | 0.02% | +1,293+46.4% | Added |
| DAGCO, Inc. | 4,066 | $297.0K | 0.13% | −100−2.4% | Reduced |
| Mercer Capital Advisers, Inc. | 4,068 | $297.0K | 0.16% | 00.0% | Unchanged |
| Equitable Trust Co | 4,056 | $296.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,060 | $296.0K | 0.10% | −13−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,051 | $296.0K | 0.05% | +609+17.7% | Added |
| Cobblestone Capital Advisors LLC | 4,042 | $295.0K | 0.02% | +30+0.7% | Added |
| Fagan Associates, Inc. | 4,018 | $293.0K | 0.06% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,012 | $293.0K | 0.05% | −20.0% | Reduced |
| Camden Capital, LLC | 3,992 | $292.0K | 0.06% | −3,243−44.8% | Reduced |
| Successful Portfolios LLC | 4,002 | $292.0K | 0.17% | −100−2.4% | Reduced |
| Alhambra Investment Partners LLC | 3,994 | $292.0K | 0.22% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,969 | $290.0K | 0.06% | −52−1.3% | Reduced |
| Altavista Wealth Management, Inc. | 3,977 | $290.0K | 0.06% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,955 | $289.0K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,945 | $289.0K | 0.44% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,938 | $288.0K | 0.20% | +38+1.0% | Added |
| Pallas Capital Advisors LLC | 3,809 | $288.0K | 0.03% | +771+25.4% | Added |
| Pittenger & Anderson Inc | 3,934 | $287.0K | 0.01% | +184+4.9% | Added |
| Courier Capital LLC | 3,934 | $287.0K | 0.03% | +684+21.0% | Added |
| McMillion Capital Management Inc | 3,932 | $287.0K | 0.17% | +766+24.2% | Added |
| Rowland & Co Investment Counsel | 3,535 | $287.0K | 0.10% | −4,082−53.6% | Reduced |
| Wade G W & Inc | 3,906 | $285.0K | 0.01% | −83−2.1% | Reduced |
| Valley National Advisers Inc | 3,901 | $285.0K | 0.05% | −55−1.4% | Reduced |
| Austin Private Wealth, LLC | 3,909 | $285.0K | 0.06% | +191+5.1% | Added |
| LexAurum Advisors, LLC | 3,896 | $284.0K | 0.08% | +300+8.3% | Added |
| Cypress Wealth Services, LLC | 3,877 | $283.0K | 0.08% | −1,234−24.1% | Reduced |
| Johnson Financial Group, Inc. | 3,859 | $282.0K | 0.02% | −753−16.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,822 | $279.0K | 0.02% | −370−8.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,825 | $279.0K | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,808 | $278.0K | 0.11% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,801 | $278.0K | 0.00% | +3,801 | New |
| Gryphon Financial Partners LLC | 3,787 | $277.0K | 0.06% | −202−5.1% | Reduced |
| Pitcairn Co | 3,796 | $277.0K | 0.02% | −183−4.6% | Reduced |
| Alpha Cubed Investments, LLC | 3,781 | $276.0K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,763 | $275.0K | 0.07% | −1,552−29.2% | Reduced |
| Garner Asset Management Corp | 3,760 | $275.0K | 0.13% | 00.0% | Unchanged |
| Santori & Peters | 3,777 | $275.0K | 0.16% | +31+0.8% | Added |
| Midwest Professional Planners, LTD. | 3,763 | $275.0K | 0.15% | +164+4.6% | Added |
| LCNB Corp | 3,763 | $275.0K | 0.14% | +800+27.0% | Added |
| Eastern Bank | 3,755 | $274.0K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,742 | $273.0K | 0.01% | −14−0.4% | Reduced |
| Continuum Advisory, LLC | 3,736 | $273.0K | 0.07% | +210+6.0% | Added |
| Total Clarity Wealth Management, Inc. | 3,723 | $272.0K | 0.13% | −2,037−35.4% | Reduced |
| King Luther Capital Management Corp | 3,714 | $271.0K | 0.00% | +144+4.0% | Added |
| Keeler Thomas Management LLC | 3,714 | $271.0K | 0.13% | +914+32.6% | Added |
| Trustmark National Bank Trust Department | 3,697 | $270.0K | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,740 | $269.0K | 0.13% | −49−1.3% | Reduced |
| GSB Wealth Management, LLC | 3,650 | $267.0K | 0.14% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,644 | $266.0K | 0.05% | −65−1.8% | Reduced |
| Farmers National Bank | 3,529 | $265.4K | 0.11% | +3,529 | New |
| Fiducient Advisors LLC | 3,631 | $265.0K | 0.08% | −275−7.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,634 | $265.0K | 0.06% | +232+6.8% | Added |
| Berman Capital Advisors, LLC | 3,620 | $264.0K | 0.04% | +882+32.2% | Added |
| Bath Savings Trust Co | 3,608 | $263.0K | 0.03% | −50−1.4% | Reduced |
| Abbot Financial Management, Inc. | 3,593 | $262.0K | 0.12% | −396−9.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,586 | $262.0K | 0.03% | −33−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,592 | $262.0K | 0.08% | +36+1.0% | Added |
| Westhampton Capital, LLC | 3,577 | $261.0K | 0.18% | −1,300−26.7% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $259.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,548 | $259.0K | 0.01% | +181+5.4% | Added |
| Diversified Trust Co | 3,537 | $258.0K | 0.01% | −8,560−70.8% | Reduced |
| Exane Derivatives | 3,525 | $257.4K | 0.06% | +73+2.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,528 | $257.0K | 0.02% | −191−5.1% | Reduced |
| Stone Run Capital, LLC | 3,500 | $256.0K | 0.09% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,500 | $256.0K | 0.27% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,493 | $255.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 3,498 | $255.0K | 0.01% | +3,498 | New |
| Benchmark Wealth Management, LLC | 3,474 | $254.0K | 0.18% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $254.0K | 0.03% | – | – |
| Hall Laurie J Trustee | 3,445 | $252.0K | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,431 | $251.0K | 0.04% | −400−10.4% | Reduced |
| Putnam Investments LLC | 3,431 | $251.0K | 0.00% | +42+1.2% | Added |
| Mitchell Sinkler & Starr | 3,424 | $250.0K | 0.23% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,406 | $249.0K | 0.13% | −223−6.1% | Reduced |
| Baldwin Investment Management, LLC | 3,400 | $248.0K | 0.04% | −1,000−22.7% | Reduced |
| Wellington Shields & Co., LLC | 3,398 | $248.0K | 0.09% | −710−17.3% | Reduced |
| Hunter Associates Investment Management LLC | 3,378 | $247.0K | 0.08% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,377 | $246.0K | 0.06% | −375−10.0% | Reduced |
| Aries Wealth Management | 3,373 | $246.0K | 0.10% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,374 | $246.0K | 0.20% | +3+0.1% | Added |
| Bridgeworth, LLC | 3,367 | $246.0K | 0.07% | +407+13.8% | Added |
| Amica Retiree Medical Trust | 3,353 | $245.0K | 0.22% | −1,472−30.5% | Reduced |
| North Point Portfolio Managers Corp | 3,350 | $245.0K | 0.03% | −190−5.4% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $245.0K | 0.03% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,349 | $245.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,332 | $245.0K | 0.09% | +323+10.7% | Added |
| Monarch Capital Management Inc | 3,354 | $245.0K | 0.07% | +3,354 | New |
| LSP Investment Advisors, LLC | 3,350 | $245.0K | 0.10% | +3,350 | New |
| Selective Wealth Management, Inc. | 3,347 | $244.0K | 0.13% | +5+0.1% | Added |
| Vantage Consulting Group Inc | 3,344 | $244.0K | 0.05% | +43+1.3% | Added |
| Fragasso Group Inc. | 3,342 | $244.0K | 0.03% | +3,342 | New |
| Oarsman Capital, Inc. | 3,334 | $243.0K | 0.10% | −100−2.9% | Reduced |
| Summit Wealth Partners, LLC | 3,327 | $243.0K | 0.06% | +4+0.1% | Added |
| First Mercantile Trust Co | 3,313 | $242.0K | 0.03% | −81−2.4% | Reduced |
| Red Wave Investments LLC | 3,314 | $242.0K | 0.09% | −9−0.3% | Reduced |