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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 2,037 | $149.0K | 0.02% | +44+2.2% | Added |
| Herold Advisors, Inc. | 2,000 | $146.0K | 0.06% | +2,000 | New |
| Carolinas Wealth Consulting LLC | 1,992 | $145.0K | 0.03% | −559−21.9% | Reduced |
| MV Capital Management, Inc. | 1,877 | $137.0K | 0.02% | +69+3.8% | Added |
| Optimum Investment Advisors | 1,835 | $134.0K | 0.06% | −400−17.9% | Reduced |
| First Financial Corp | 1,816 | $132.0K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,768 | $129.0K | 0.11% | −125−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,768 | $129.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,655 | $120.0K | 0.02% | +464+39.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,612 | $118.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,602 | $117.0K | 0.05% | +35+2.2% | Added |
| Cutler Group LP | 1,615 | $117.0K | 0.01% | +1,615 | New |
| Vigilant Capital Management, LLC | 1,592 | $116.0K | 0.01% | +129+8.8% | Added |
| Sound Income Strategies, LLC | 1,585 | $116.0K | 0.01% | +468+41.9% | Added |
| Interactive Financial Advisors | 1,585 | $116.0K | 0.05% | +600+60.9% | Added |
| Blue Chip Partners, Inc. | 1,546 | $113.0K | 0.02% | −208−11.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,536 | $112.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,475 | $108.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,450 | $106.0K | 0.00% | −448−23.6% | Reduced |
| Monetary Management Group Inc | 1,450 | $106.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,421 | $103.8K | 0.04% | +22+1.6% | Added |
| Focused Wealth Management, Inc | 1,414 | $103.0K | 0.02% | +12+0.9% | Added |
| Concord Wealth Partners | 1,388 | $101.0K | 0.04% | −1,263−47.6% | Reduced |
| Ade, LLC | 1,370 | $100.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,338 | $97.0K | 0.01% | −1,115−45.5% | Reduced |
| Bray Capital Advisors | 1,333 | $97.0K | 0.02% | +1+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,326 | $97.0K | 0.00% | +7+0.5% | Added |
| Center for Financial Planning, Inc. | 1,325 | $97.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,332 | $97.0K | 0.01% | +194+17.0% | Added |
| Canton Hathaway, LLC | 1,320 | $96.0K | 0.03% | +70+5.6% | Added |
| Parkside Financial Bank & Trust | 1,291 | $95.0K | 0.03% | +70+5.7% | Added |
| Proffitt & Goodson Inc | 1,275 | $93.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,176 | $86.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,165 | $86.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,156 | $84.0K | 0.02% | −128−10.0% | Reduced |
| Addison Advisors LLC | 1,154 | $84.0K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,138 | $83.0K | 0.04% | +3+0.3% | Added |
| HHM Wealth Advisors, LLC | 1,120 | $82.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,113 | $81.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,091 | $80.0K | 0.01% | −151−12.2% | Reduced |
| Silvant Capital Management LLC | 1,071 | $78.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $76.0K | 0.01% | −248−19.1% | Reduced |
| Lipe & Dalton | 1,043 | $76.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 1,023 | $75.0K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,032 | $75.0K | 0.01% | +32+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,015 | $74.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,019 | $74.0K | 0.03% | +8+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $73.0K | 0.02% | −1,000−50.0% | Reduced |
| Sonora Investment Management, LLC | 918 | $67.0K | 0.01% | +1+0.1% | Added |
| Acadian Asset Management LLC | 873 | $63.0K | 0.00% | −8,060−90.2% | Reduced |
| PSI Advisors, LLC | 853 | $62.0K | 0.03% | +853 | New |
| Altshuler Shaham Ltd | 824 | $60.0K | 0.00% | +824 | New |
| Skandinaviska Enskilda Banken AB (publ) | 805 | $59.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 790 | $58.0K | 0.02% | −111−12.3% | Reduced |
| Cowen Prime Advisors LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 800 | $58.0K | 0.02% | +800 | New |
| Private Capital Group, LLC | 786 | $57.0K | 0.01% | +114+17.0% | Added |
| Bollard Group LLC | 771 | $56.0K | 0.00% | +4+0.5% | Added |
| Clearview Wealth Advisors LLC | 769 | $56.0K | 0.04% | +31+4.2% | Added |
| Crescent Capital Consulting, LLC | 759 | $55.0K | 0.01% | −36−4.5% | Reduced |
| Old Second National Bank of Aurora | 728 | $54.0K | 0.01% | +87+13.6% | Added |
| Pacitti Group Inc. | 722 | $53.0K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 679 | $50.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 677 | $49.4K | 0.02% | −32−4.5% | Reduced |
| CVA Family Office, LLC | 625 | $49.0K | 0.04% | −1,030−62.2% | Reduced |
| Kozak & Associates, Inc. | 649 | $49.0K | 0.03% | +649 | New |
| Pflug Koory, LLC | 652 | $48.0K | 0.03% | +5+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 658 | $48.0K | 0.03% | +375+132.5% | Added |
| NVWM, LLC | 650 | $47.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 638 | $47.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 646 | $47.0K | 0.03% | +178+38.0% | Added |
| Brewin Dolphin Ltd | 615 | $44.9K | 0.00% | −550−47.2% | Reduced |
| Lindbrook Capital, LLC | 597 | $44.0K | 0.01% | −157−20.8% | Reduced |
| Vestor Capital, LLC | 584 | $43.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 574 | $42.0K | 0.00% | +574 | New |
| Tarbox Family Office, Inc. | 555 | $41.0K | 0.01% | −39−6.6% | Reduced |
| Klaas Financial Asset Advisors, LLC | 552 | $40.0K | 0.01% | +5+0.9% | Added |
| Pacific Center for Financial Services | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 512 | $37.0K | 0.01% | +72+16.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $36.5K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $36.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 489 | $36.0K | 0.01% | +400+449.4% | Added |
| Bell Investment Advisors, Inc | 496 | $36.0K | 0.01% | +496 | New |
| Gables Capital Management Inc. | 480 | $35.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 461 | $34.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 454 | $33.0K | 0.01% | −95−17.3% | Reduced |
| First Personal Financial Services | 452 | $33.0K | 0.01% | +40+9.7% | Added |
| JNBA Financial Advisors | 410 | $30.0K | 0.00% | −45−9.9% | Reduced |
| Logan Capital Management Inc | 398 | $29.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 400 | $29.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 400 | $29.0K | 0.00% | +400 | New |
| Sterling Financial Planning, Inc. | 383 | $28.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 385 | $28.0K | 0.02% | +185+92.5% | Added |
| Wolff Wiese Magana LLC | 372 | $27.0K | 0.02% | +35+10.4% | Added |
| West Oak Capital, LLC | 350 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 348 | $25.0K | 0.00% | +1+0.3% | Added |
| McIlrath & Eck, LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 288 | $21.0K | 0.01% | −58−16.8% | Reduced |
| PrairieView Partners, LLC | 274 | $20.0K | 0.00% | 00.0% | Unchanged |