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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.

Institutional holdersQ3 2021: 1,379 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ3 2021: $39.7B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2021.

Institutions holding D in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Coastal Capital Group, Inc.279$20.0K0.00%+1+0.4%Added
Highlander Capital Management, LLC267$19.0K0.01%00.0%Unchanged
JJJ Advisors Inc.254$19.0K0.01%−19−7.0%Reduced
Tradition Wealth Management, LLC266$19.0K0.00%00.0%Unchanged
Newton One Investments LLC264$19.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC251$19.0K0.01%+50+24.9%Added
SRS Capital Advisors, Inc.258$19.0K0.00%+141+120.5%Added
Archer Investment Corp260$19.0K0.01%00.0%Unchanged
Accel Wealth Management252$18.0K0.01%00.0%Unchanged
Legacy Bridge, LLC245$18.0K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC–$18.0K0.00%––
Heritage Wealth Management, LLC242$18.0K0.01%00.0%Unchanged
Clear Perspectives Financial Planning, LLC245$18.0K0.01%00.0%Unchanged
Resolute Partners Group239$17.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC213$16.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC232$16.0K0.01%+102+78.5%Added
TFC Financial Management218$16.0K0.01%+166+319.2%Added
Kelly Financial Services LLC210$15.3K0.01%−15,125−98.6%Reduced
First PREMIER Bank200$15.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC200$15.0K0.01%00.0%Unchanged
Avion Wealth200$15.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC207$15.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors204$15.0K0.01%+2+1.0%Added
Centiva Capital, LP41,100$15.0K0.00%+41,100New
Federation des caisses Desjardins du Quebec200$14.6K0.00%−21−9.5%Reduced
Country Trust Bank196$14.0K0.00%−24−10.9%Reduced
Prestige Wealth Management Group LLC196$14.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC193$14.0K0.00%+79+69.3%Added
Bellwether Advisors, LLC196$14.0K0.00%+196New
Gladius Capital Management LP166$13.0K0.01%−22,577−99.3%Reduced
TD Ameritrade Investment Management, LLC171$13.0K0.00%−970−85.0%Reduced
Walled Lake Planning & Wealth Management, LLC183$13.0K0.01%−44−19.4%Reduced
Exchange Traded Concepts, LLC172$13.0K0.00%−22−11.3%Reduced
Creative Financial Designs Inc183$13.0K0.00%+2+1.1%Added
Meridian Wealth Partners, LLC175$13.0K0.00%+175New
American Research & Management Co.166$12.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC150$11.0K0.01%−25−14.3%Reduced
TSFG, LLC150$11.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC149$11.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P122$9.00K0.00%−23−15.9%Reduced
FAI Wealth Management128$9.00K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC122$9.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$9.00K0.00%+125New
Retirement Group, LLC116$8.00K0.00%+1+0.9%Added
USA Financial Portformulas Corp113$8.00K0.01%+108+2,160.0%Added
American National Bank105$8.00K0.00%+105New
RWM Asset Management, LLC105$8.00K0.00%+105New
Raffa Wealth Management, LLC104$7.59K0.00%00.0%Unchanged
Jackson Wealth Management, LLC17,618$7.00K0.08%+710+4.2%Added
Pin Oak Investment Advisors Inc100$7.00K0.01%00.0%Unchanged
Marquette Asset Management, LLC100$7.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC92$7.00K0.01%+92New
Tfo-TDC, LLC92$7.00K0.00%+92New
Tucker Asset Management LLC91$6.91K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$6.00K0.00%––
Cedar Mountain Advisors, LLC83$6.00K0.00%+83New
Red Tortoise LLC88$6.00K0.00%+88New
Kayne Anderson Rudnick Investment Management LLC73$5.00K0.00%00.0%Unchanged
Baldwin Brothers Inc66$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC73$5.00K0.00%00.0%Unchanged
Optiver Holding B.V.61$4.00K0.00%+61New
Bay Harbor Wealth Management, LLC46$3.00K0.00%−126−73.3%Reduced
Eukles Asset Management40$3.00K0.00%00.0%Unchanged
First National Bank of South Miami40$3.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC46$3.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC47$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$3.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC35$3.00K0.00%+35New
Atlas Capital Advisors LLC28$2.04K0.00%00.0%Unchanged
Pacifica Partners Inc.23$2.00K0.00%−140−85.9%Reduced
Capital Advisory Group Advisory Services, LLC25$2.00K0.00%−115−82.1%Reduced
HBC Financial Services, PLLC10$2.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC11$1.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC13$1.00K0.00%−1−7.1%Reduced
Disciplined Investments, LLC13$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC13$1.00K0.00%+8+160.0%Added
Syverson Strege & Co2$00.00%+2New
Consolidated Planning Corp2$00.00%+2New
Westside Investment Management, Inc.210––00.0%Unchanged
Pensionfund DSM Netherlands0$00.00%−47,400−100.0%Sold out
Two Sigma Investments, LP0$00.00%−246,963−100.0%Sold out
Border to Coast Pensions Partnership Ltd0$00.00%−157,173−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−131,865−100.0%Sold out
Advisory Research Inc0$00.00%−129,422−100.0%Sold out
Employees Retirement System of Texas0$00.00%−126,000−100.0%Sold out
Jefferies Group LLC0$00.00%−74,789−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−72,796−100.0%Sold out
Mondrian Investment Partners LTD0$00.00%−67,297−100.0%Sold out
Twinbeech Capital LP0$00.00%−56,502−100.0%Sold out
Sit Investment Associates Inc0$00.00%−55,019−100.0%Sold out
Engineers Gate Manager LP0$00.00%−49,908−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−44,100−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−38,450−100.0%Sold out
Connable Office Inc0$00.00%−34,301−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−34,110−100.0%Sold out
Pendal Group Limited0$00.00%−33,760−100.0%Sold out
Magnetar Financial LLC0$00.00%−31,410−100.0%Sold out
PGGM Investments0$00.00%−26,100−100.0%Sold out
Cushing Asset Management, LP0$00.00%−23,260−100.0%Sold out
Claybrook Capital, LLC0$00.00%−22,996−100.0%Sold out