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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 22,582 | $1.65M | 0.05% | +3,088+15.8% | Added |
| Schmidt P J Investment Management Inc | 21,464 | $1.64M | 0.32% | −917−4.1% | Reduced |
| First American Bank | 22,486 | $1.64M | 0.09% | +30.0% | Added |
| Marshall Wace North America L.P. | 22,412 | $1.64M | 0.01% | +22,412 | New |
| Los Angeles Capital Management LLC | 22,360 | $1.63M | 0.01% | −80,397−78.2% | Reduced |
| Horan Capital Advisors, LLC. | 22,337 | $1.63M | 0.72% | +434+2.0% | Added |
| Verus Financial Partners, Inc. | 22,639 | $1.63M | 0.24% | +33+0.1% | Added |
| Eudaimonia Partners, LLC | 22,293 | $1.63M | 0.29% | +3,934+21.4% | Added |
| Violich Capital Management, Inc. | 22,130 | $1.62M | 0.26% | +3,425+18.3% | Added |
| Beacon Financial Group | 21,624 | $1.61M | 0.22% | −939−4.2% | Reduced |
| Woodstock Corp | 21,871 | $1.60M | 0.19% | +450+2.1% | Added |
| World Asset Management Inc | 21,834 | $1.59M | 0.16% | −682−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,753 | $1.59M | 0.17% | +761+3.6% | Added |
| Murphy Capital Management Inc | 21,572 | $1.57M | 0.18% | −1,150−5.1% | Reduced |
| SevenBridge Financial Group, LLC | 21,496 | $1.57M | 0.52% | −1,500−6.5% | Reduced |
| TCTC Holdings, LLC | 21,439 | $1.57M | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,323 | $1.56M | 0.11% | +1,449+7.3% | Added |
| Patten Group, Inc. | 21,278 | $1.55M | 0.46% | +729+3.5% | Added |
| First Bank & Trust | 21,142 | $1.54M | 0.71% | +1,323+6.7% | Added |
| Financial Partners Capital Management LLC | 21,011 | $1.53M | 0.28% | +3,226+18.1% | Added |
| Harbour Investments, Inc. | 20,991 | $1.53M | 0.05% | −1,695−7.5% | Reduced |
| Virtus ETF Advisers LLC | 20,994 | $1.53M | 0.67% | +1,397+7.1% | Added |
| Virtu Financial LLC | 20,870 | $1.52M | 0.13% | +6,268+42.9% | Added |
| River Wealth Advisors LLC | 20,702 | $1.51M | 0.26% | −148−0.7% | Reduced |
| CSM Advisors, LLC | 20,699 | $1.51M | 0.11% | −3,000−12.7% | Reduced |
| Waters Parkerson & Co., LLC | 20,580 | $1.50M | 0.09% | +350+1.7% | Added |
| Culbertson A N & Co Inc | 20,578 | $1.50M | 0.31% | −536−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,531 | $1.50M | 0.03% | −902−4.2% | Reduced |
| BerganKDV Wealth Management, LLC | 20,497 | $1.50M | 0.17% | −100.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,459 | $1.49M | 0.02% | +399+2.0% | Added |
| Acorn Financial Advisory Services Inc | 20,371 | $1.49M | 0.46% | +1,613+8.6% | Added |
| Birch Hill Investment Advisors LLC | 20,355 | $1.49M | 0.08% | 00.0% | Unchanged |
| Everett Harris & Co | 20,219 | $1.48M | 0.02% | +2,820+16.2% | Added |
| DuPont Capital Management Corp | 20,189 | $1.47M | 0.05% | +5,864+40.9% | Added |
| Beech Hill Advisors, Inc. | 19,990 | $1.46M | 0.61% | −31,000−60.8% | Reduced |
| Advisor Partners LLC | 19,969 | $1.46M | 0.10% | −93−0.5% | Reduced |
| Beck Mack & Oliver LLC | 19,965 | $1.46M | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 19,841 | $1.45M | 0.06% | −344−1.7% | Reduced |
| St Germain D J Co Inc | 19,820 | $1.45M | 0.09% | −1,712−8.0% | Reduced |
| Hall Capital Management Co Inc | 19,785 | $1.45M | 0.92% | +55+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 19,655 | $1.44M | 0.93% | +2,790+16.5% | Added |
| TFG Advisers LLC | 19,512 | $1.43M | 0.69% | −1,187−5.7% | Reduced |
| National Asset Management, Inc. | 19,499 | $1.42M | 0.05% | −249−1.3% | Reduced |
| First United Bank Trust | 19,491 | $1.42M | 0.58% | −482−2.4% | Reduced |
| Brown Brothers Harriman & Co | 19,441 | $1.42M | 0.01% | −43−0.2% | Reduced |
| Proequities, Inc. | 19,259 | $1.41M | 0.09% | +1,822+10.4% | Added |
| Sumitomo Life Insurance Co | 19,142 | $1.40M | 0.04% | −809−4.1% | Reduced |
| Bull Street Advisors, LLC | 19,149 | $1.40M | 0.72% | +595+3.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,082 | $1.39M | 1.19% | 00.0% | Unchanged |
| Premier Asset Management LLC | 18,975 | $1.39M | 0.19% | +8,250+76.9% | Added |
| Kestra Private Wealth Services, LLC | 18,963 | $1.39M | 0.08% | +6,087+47.3% | Added |
| Bard Financial Services, Inc. | 18,925 | $1.38M | 0.12% | +1,450+8.3% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.38M | 0.32% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 18,700 | $1.36M | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 18,688 | $1.36M | 0.24% | +942+5.3% | Added |
| Lederer & Associates Investment Counsel | 18,650 | $1.36M | 0.88% | +60+0.3% | Added |
| Moloney Securities Asset Management, LLC | 18,531 | $1.35M | 0.25% | +2,653+16.7% | Added |
| Jeppson Wealth Management, LLC | 18,462 | $1.35M | 0.70% | +1,662+9.9% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.35M | 0.07% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 18,369 | $1.34M | 0.22% | −1,092−5.6% | Reduced |
| Derbend Asset Management | 18,113 | $1.32M | 1.24% | +936+5.4% | Added |
| Ancora Advisors, LLC | 17,908 | $1.31M | 0.03% | −281−1.5% | Reduced |
| Citizens Business Bank | 17,898 | $1.31M | 0.17% | +137+0.8% | Added |
| FIL Ltd | 17,871 | $1.30M | 0.00% | +1,958+12.3% | Added |
| Brandywine Oak Private Wealth LLC | 17,754 | $1.30M | 0.15% | −1,721−8.8% | Reduced |
| MEMBERS Trust Co | 17,435 | $1.30M | 0.04% | +3,634+26.3% | Added |
| Wedbush Securities Inc | 17,648 | $1.29M | 0.06% | +463+2.7% | Added |
| SeaCrest Wealth Management, LLC | 17,558 | $1.28M | 0.15% | +130+0.7% | Added |
| Cornerstone Wealth Group, LLC | 17,458 | $1.27M | 0.23% | +21+0.1% | Added |
| All Terrain Financial Advisors, LLC | 17,355 | $1.27M | 0.58% | −259−1.5% | Reduced |
| Marco Investment Management LLC | 17,328 | $1.26M | 0.14% | −30−0.2% | Reduced |
| Rodgers Brothers Inc. | 17,190 | $1.25M | 0.25% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 17,161 | $1.25M | 0.06% | −227−1.3% | Reduced |
| Belpointe Asset Management LLC | 17,007 | $1.24M | 0.08% | −18,347−51.9% | Reduced |
| IFP Advisors, Inc | 16,811 | $1.23M | 0.02% | +3,363+25.0% | Added |
| Thrive Capital Management, LLC | 16,793 | $1.23M | 0.91% | +1,918+12.9% | Added |
| MidWestOne Financial Group, Inc. | 16,751 | $1.22M | 0.29% | +37+0.2% | Added |
| Ategra Capital Management, LLC | 16,600 | $1.21M | 0.61% | −823−4.7% | Reduced |
| Founders Financial Alliance, LLC | 16,569 | $1.21M | 0.57% | −25−0.2% | Reduced |
| Tower Bridge Advisors | 16,443 | $1.20M | 0.08% | −396−2.4% | Reduced |
| Meyer Handelman Co | 16,399 | $1.20M | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,335 | $1.19M | 0.08% | −495−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,321 | $1.19M | 0.11% | +1,095+7.2% | Added |
| Carnegie Capital Asset Management, LLC | 16,296 | $1.19M | 0.04% | +720+4.6% | Added |
| Excalibur Management Corp | 16,170 | $1.18M | 0.52% | +312+2.0% | Added |
| D.B. Root & Company, LLC | 16,021 | $1.17M | 0.46% | +157+1.0% | Added |
| Lawson Kroeker Investment Management Inc | 15,999 | $1.17M | 0.39% | −268−1.6% | Reduced |
| Meridian Financial Partners LLC | 15,863 | $1.16M | 0.78% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,953 | $1.16M | 0.00% | +7,205+82.4% | Added |
| Integrated Wealth Concepts LLC | 15,910 | $1.16M | 0.04% | +1,435+9.9% | Added |
| Caldwell Trust Co | 15,867 | $1.16M | 0.15% | −2,035−11.4% | Reduced |
| American Portfolios Advisors | 15,795 | $1.15M | 0.04% | +3,720+30.8% | Added |
| Haverford Trust Co | 15,744 | $1.15M | 0.01% | +1,600+11.3% | Added |
| PBMares Wealth Management LLC | 15,737 | $1.15M | 0.55% | −996−6.0% | Reduced |
| Mirabella Financial Services LLP | 15,727 | $1.15M | 0.15% | +6,488+70.2% | Added |
| Blue Edge Capital, LLC | 15,700 | $1.15M | 0.24% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 15,595 | $1.14M | 0.07% | +10,729+220.5% | Added |
| Ropes Wealth Advisors LLC | 15,511 | $1.13M | 0.18% | +9,616+163.1% | Added |
| FineMark National Bank & Trust | 15,493 | $1.13M | 0.05% | −1,235−7.4% | Reduced |
| Patten & Patten Inc | 15,379 | $1.12M | 0.09% | 00.0% | Unchanged |