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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 3,315 | $242.0K | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,300 | $241.0K | 0.00% | −18,300−84.7% | Reduced |
| Segall Bryant & Hamill, LLC | 3,302 | $241.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,303 | $241.0K | 0.07% | +3,303 | New |
| Modera Wealth Management, LLC | 3,287 | $240.0K | 0.01% | −242−6.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,281 | $240.0K | 0.07% | +136+4.3% | Added |
| Hudock, Inc. | 3,288 | $240.0K | 0.07% | +201+6.5% | Added |
| Wintrust Investments LLC | 3,266 | $238.0K | 0.03% | −178−5.2% | Reduced |
| Curran Financial Partners, LLC | 3,252 | $237.0K | 0.12% | −32−1.0% | Reduced |
| Fieldpoint Private Securities, LLC | 3,226 | $236.0K | 0.05% | +84+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $236.0K | 0.14% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,225 | $235.0K | 0.18% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,224 | $235.0K | 0.05% | +339+11.8% | Added |
| NSI Retail Advisors, LLC | 3,211 | $234.0K | 0.04% | −3,000−48.3% | Reduced |
| Pennsylvania Capital Management Inc | 3,031 | $234.0K | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,194 | $233.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,184 | $232.0K | 0.13% | +5+0.2% | Added |
| US Asset Management LLC | 3,182 | $232.0K | 0.22% | +3,182 | New |
| American State Bank (Iowa) | 3,176 | $231.9K | 0.18% | 00.0% | Unchanged |
| Inverness Counsel LLC | 3,167 | $231.0K | 0.01% | 00.0% | Unchanged |
| Private Asset Management Inc | 3,140 | $229.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,140 | $229.0K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,149 | $229.0K | 0.01% | +3,149 | New |
| Ironwood Investment Counsel, LLC | 3,115 | $227.0K | 0.06% | +24+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 3,100 | $226.0K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,090 | $226.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,084 | $225.0K | 0.03% | −2,023−39.6% | Reduced |
| Eqis Capital Management, Inc. | 3,075 | $225.0K | 0.02% | −122−3.8% | Reduced |
| CAPROCK Group, Inc. | 3,085 | $225.0K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,088 | $225.0K | 0.14% | +26+0.8% | Added |
| EP Wealth Advisors, LLC | 3,062 | $224.0K | 0.01% | −1,634−34.8% | Reduced |
| Gamble Jones Investment Counsel | 3,070 | $224.0K | 0.01% | +66+2.2% | Added |
| Berkshire Asset Management LLC | 3,064 | $224.0K | 0.01% | +3,064 | New |
| Columbus Macro, LLC | 3,066 | $224.0K | 0.07% | +3,066 | New |
| Curated Wealth Partners LLC | 3,057 | $223.0K | 0.12% | +78+2.6% | Added |
| Crescent Grove Advisors, LLC | 3,030 | $221.0K | 0.02% | +3,030 | New |
| McCollum Christoferson Group LLC | 3,010 | $220.0K | 0.05% | −300−9.1% | Reduced |
| Keebeck Wealth Management, LLC | 3,007 | $220.0K | 0.04% | −97−3.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 3,013 | $220.0K | 0.00% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,017 | $220.0K | 0.00% | +49+1.7% | Added |
| Accurate Wealth Management, LLC | 3,012 | $219.0K | 0.19% | −138−4.4% | Reduced |
| First National Bank of Omaha | 3,000 | $219.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,025 | $219.0K | 0.09% | +3,025 | New |
| Beaumont Financial Partners, LLC | 2,983 | $218.0K | 0.02% | −963−24.4% | Reduced |
| Addison Capital Co | 2,970 | $217.0K | 0.10% | −203−6.4% | Reduced |
| Neville Rodie & Shaw Inc | 2,965 | $217.0K | 0.02% | +5+0.2% | Added |
| MAI Capital Management | 2,968 | $217.0K | 0.00% | +72+2.5% | Added |
| Essex Financial Services, Inc. | 2,953 | $216.0K | 0.02% | +2,953 | New |
| Barrett Asset Management, LLC | 2,950 | $215.0K | 0.01% | −21−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 2,945 | $215.0K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,942 | $215.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 2,945 | $215.0K | 0.02% | +109+3.8% | Added |
| KMG Fiduciary Partners, LLC | 2,933 | $214.0K | 0.04% | −20−0.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,933 | $214.0K | 0.03% | +2,933 | New |
| Ritholtz Wealth Management | 2,921 | $213.0K | 0.01% | −97−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,906 | $212.0K | 0.04% | −63−2.1% | Reduced |
| Intersect Capital LLC | 2,902 | $212.0K | 0.04% | −59−2.0% | Reduced |
| Capital Analysts, LLC | 2,909 | $212.0K | 0.01% | +31+1.1% | Added |
| Global Trust Asset Management, LLC | 2,894 | $211.0K | 0.09% | −250−8.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,888 | $211.0K | 0.08% | +2,888 | New |
| EPG Wealth Management LLC | 2,872 | $210.0K | 0.08% | −105−3.5% | Reduced |
| Duncker Streett & Co Inc | 2,876 | $210.0K | 0.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,875 | $210.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,872 | $210.0K | 0.01% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,854 | $208.0K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,831 | $207.0K | 0.08% | −123−4.2% | Reduced |
| Advisors Capital Management, LLC | 2,818 | $206.0K | 0.01% | −264−8.6% | Reduced |
| CX Institutional | 2,826 | $206.0K | 0.02% | +156+5.8% | Added |
| NewEdge Wealth, LLC | 2,807 | $205.0K | 0.01% | −171−5.7% | Reduced |
| Cabot Wealth Management Inc | 2,802 | $205.0K | 0.03% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,818 | $205.0K | 0.12% | +14+0.5% | Added |
| Baker Ellis Asset Management LLC | 2,795 | $203.0K | 0.04% | −757−21.3% | Reduced |
| Regal Investment Advisors LLC | 2,775 | $203.0K | 0.02% | −91−3.2% | Reduced |
| Roanoke Asset Management Corp | 2,762 | $202.0K | 0.07% | +2,762 | New |
| Clearbridge Investments, LLC | 2,743 | $200.0K | 0.00% | −12,893−82.5% | Reduced |
| Campion Asset Management LLC | 2,743 | $200.0K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,657 | $194.0K | 0.03% | +2,657 | New |
| Atticus Wealth Management, LLC | 2,632 | $192.0K | 0.08% | +105+4.2% | Added |
| Sittner & Nelson, LLC | 2,585 | $189.0K | 0.12% | 00.0% | Unchanged |
| Norway Savings Bank | 2,567 | $187.0K | 0.09% | −250−8.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,528 | $185.0K | 0.05% | −310−10.9% | Reduced |
| Laurel Wealth Advisors LLC | 2,508 | $183.0K | 0.04% | −50−2.0% | Reduced |
| Riverview Trust Co | 2,482 | $181.0K | 0.19% | −1,682−40.4% | Reduced |
| Evoke Wealth, LLC | 2,430 | $177.0K | 0.01% | −6−0.2% | Reduced |
| MUFG Americas Holdings Corp | 2,428 | $177.0K | 0.00% | +2,172+848.4% | Added |
| Assetmark, Inc | 2,412 | $176.0K | 0.00% | +1,046+76.6% | Added |
| Oakworth Capital, Inc. | 2,394 | $175.0K | 0.02% | −1,036−30.2% | Reduced |
| Agf Investments Inc. | 2,400 | $175.0K | 0.00% | +72+3.1% | Added |
| Kepos Capital LP | 2,360 | $172.0K | 0.01% | +1,351+133.9% | Added |
| S.A. Mason LLC | 2,348 | $171.0K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,327 | $170.0K | 0.03% | +2,327 | New |
| Trustcore Financial Services, LLC | 2,279 | $166.0K | 0.02% | −72−3.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $164.0K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,192 | $160.0K | 0.03% | −105−4.6% | Reduced |
| Macroview Investment Management LLC | 2,197 | $160.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,189 | $160.0K | 0.06% | +229+11.7% | Added |
| Lloyd Advisory Services, LLC. | 2,182 | $159.0K | 0.08% | +683+45.6% | Added |
| Tradewinds Capital Management, LLC | 2,157 | $157.0K | 0.03% | +18+0.8% | Added |
| SOA Wealth Advisors, LLC. | 2,059 | $150.0K | 0.04% | +69+3.5% | Added |
| Quadrant Capital Group LLC | 2,034 | $149.0K | 0.02% | −139−6.4% | Reduced |