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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 15,347 | $1.12M | 0.07% | +657+4.5% | Added |
| Old Port Advisors | 15,009 | $1.11M | 0.40% | +2,303+18.1% | Added |
| Joel Isaacson & Co., LLC | 15,172 | $1.11M | 0.08% | +42+0.3% | Added |
| Global Retirement Partners, LLC | 15,131 | $1.10M | 0.11% | +164+1.1% | Added |
| Kingsview Wealth Management, LLC | 15,100 | $1.10M | 0.05% | −139−0.9% | Reduced |
| Holderness Investments Co | 15,026 | $1.10M | 0.36% | −282−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 15,030 | $1.10M | 0.17% | +60.0% | Added |
| Two Sigma Securities, LLC | 14,993 | $1.09M | 0.23% | +9,884+193.5% | Added |
| Stock Yards Bank & Trust Co | 14,978 | $1.09M | 0.07% | +300+2.0% | Added |
| Liberty One Investment Management, LLC | 14,954 | $1.09M | 0.19% | +904+6.4% | Added |
| Kovack Advisors, Inc. | 14,892 | $1.09M | 0.12% | +70.0% | Added |
| Boenning & Scattergood, Inc. | 14,780 | $1.08M | 0.19% | −94−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,765 | $1.08M | 0.06% | −2,045−12.2% | Reduced |
| Lazard Asset Management LLC | 14,728 | $1.07M | 0.00% | −91,313−86.1% | Reduced |
| Verdence Capital Advisors LLC | 14,567 | $1.06M | 0.14% | +4,137+39.7% | Added |
| Veriti Management LLC | 14,407 | $1.05M | 0.15% | +2,230+18.3% | Added |
| HBK Sorce Advisory LLC | 14,137 | $1.03M | 0.06% | −10−0.1% | Reduced |
| Meridian Wealth Management, LLC | 14,121 | $1.03M | 0.13% | +1,442+11.4% | Added |
| Good Life Advisors, LLC | 14,107 | $1.03M | 0.14% | +2,351+20.0% | Added |
| CNB Bank | 14,088 | $1.03M | 0.62% | +1,841+15.0% | Added |
| Intrua Financial, LLC | 13,517 | $1.03M | 0.19% | +2,572+23.5% | Added |
| Plimoth Trust Co LLC | 13,927 | $1.02M | 0.29% | −125−0.9% | Reduced |
| Resources Management Corp | 13,897 | $1.01M | 0.15% | −5,200−27.2% | Reduced |
| Argent Advisors, Inc. | 13,879 | $1.01M | 0.58% | +1,284+10.2% | Added |
| Elevated Capital Advisors, LLC | 13,752 | $1.00M | 0.35% | +13,752 | New |
| Park National Corp | 13,726 | $1.00M | 0.04% | −398−2.8% | Reduced |
| RVW Wealth, LLC | 7,617 | $1.00M | 0.12% | +7,617 | New |
| Sheets Smith Wealth Management | 13,667 | $998.0K | 0.14% | −338−2.4% | Reduced |
| Salvus Wealth Management, LLC | 13,656 | $997.0K | 0.81% | +700+5.4% | Added |
| First Midwest Bank Trust Division | 13,640 | $996.0K | 0.14% | +780+6.1% | Added |
| Grove Bank & Trust | 13,568 | $991.0K | 0.21% | +60+0.4% | Added |
| Occudo Quantitative Strategies LP | 13,574 | $991.0K | 0.12% | +10,469+337.2% | Added |
| Ossiam | 13,513 | $987.0K | 0.03% | −20,749−60.6% | Reduced |
| Sovereign Financial Group, Inc. | 13,469 | $984.0K | 0.57% | −465−3.3% | Reduced |
| Hanson & Doremus Investment Management | 13,470 | $984.0K | 0.23% | +3,915+41.0% | Added |
| Smithfield Trust Co | 13,507 | $983.0K | 0.06% | +1,458+12.1% | Added |
| Paradigm Financial Partners, LLC | 13,228 | $977.0K | 0.23% | −1,575−10.6% | Reduced |
| Cerity Partners LLC | 13,093 | $956.0K | 0.02% | +393+3.1% | Added |
| Advisory Services Network, LLC | 13,080 | $955.0K | 0.03% | +457+3.6% | Added |
| Cresset Asset Management, LLC | 12,978 | $948.0K | 0.01% | +1,455+12.6% | Added |
| Vident Investment Advisory, LLC | 12,891 | $940.0K | 0.03% | −7,849−37.8% | Reduced |
| Adirondack Research & Management Inc. | 12,864 | $939.0K | 1.14% | +102+0.8% | Added |
| XTX Topco Ltd | 12,634 | $923.0K | 0.31% | +12,634 | New |
| Cornerstone Advisory, LLC | 12,546 | $916.0K | 0.15% | −92−0.7% | Reduced |
| Brown Miller Wealth Management, LLC | 12,557 | $916.0K | 0.57% | +15+0.1% | Added |
| Chiron Capital Management, LLC | 12,538 | $916.0K | 0.67% | +1,600+14.6% | Added |
| Penn Mutual Asset Management, LLC | 12,425 | $907.0K | 1.43% | 00.0% | Unchanged |
| Paloma Partners Management Co | 12,400 | $905.0K | 0.04% | −2,052−14.2% | Reduced |
| Fiduciary Trust Co | 12,389 | $905.0K | 0.02% | −507−3.9% | Reduced |
| Terry L. Blaker | 12,347 | $902.0K | 0.06% | −124−1.0% | Reduced |
| United Bank | 12,292 | $897.0K | 0.12% | −177,092−93.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 12,267 | $896.0K | 0.01% | −830−6.3% | Reduced |
| Burney Co | 12,254 | $895.0K | 0.04% | −152−1.2% | Reduced |
| Jacobi Capital Management LLC | 12,217 | $893.0K | 0.11% | +439+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 12,225 | $893.0K | 0.12% | +1,877+18.1% | Added |
| Whittier Trust Co of Nevada Inc | 12,210 | $892.0K | 0.04% | +225+1.9% | Added |
| Sunbelt Securities, Inc. | 11,475 | $885.0K | 0.16% | 00.0% | Unchanged |
| Arrow Financial Corp | 12,045 | $880.0K | 0.11% | −54−0.4% | Reduced |
| Azimuth Capital Management LLC | 12,017 | $877.0K | 0.04% | +100+0.8% | Added |
| Orion Portfolio Solutions, LLC | 11,976 | $874.0K | 0.03% | +2,781+30.2% | Added |
| Boltwood Capital Management | 11,927 | $871.0K | 0.35% | −788−6.2% | Reduced |
| First Command Bank | 11,933 | $871.0K | 0.15% | −390−3.2% | Reduced |
| First Command Financial Services, Inc. | 11,933 | $871.0K | 0.15% | −390−3.2% | Reduced |
| Vestcor Inc | 11,887 | $868.0K | 0.03% | −1,630−12.1% | Reduced |
| Leavell Investment Management, Inc. | 11,847 | $865.0K | 0.06% | −19,350−62.0% | Reduced |
| Welch Group, LLC | 11,815 | $863.0K | 0.06% | +4,122+53.6% | Added |
| Wealthspire Advisors, LLC | 11,806 | $862.0K | 0.02% | +2,305+24.3% | Added |
| Chicago Trust Co NA | 11,783 | $861.0K | 0.19% | −300−2.5% | Reduced |
| Bank of Hawaii | 11,755 | $858.0K | 0.05% | −3,937−25.1% | Reduced |
| Chesley Taft & Associates LLC | 11,592 | $846.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,529 | $842.0K | 0.53% | +8,270+253.8% | Added |
| Frontier Wealth Management LLC | 11,523 | $841.0K | 0.06% | +3,516+43.9% | Added |
| JBJ Investment Partners, LLC | 11,451 | $836.0K | 0.17% | −210−1.8% | Reduced |
| ARGI Investment Services, LLC | 11,448 | $836.0K | 0.03% | +281+2.5% | Added |
| Campbell Wealth Management | 11,341 | $828.0K | 0.11% | +40.0% | Added |
| Prudent Man Advisors, LLC | 11,335 | $828.0K | 0.31% | +11,335 | New |
| Ziegler Capital Management, LLC | 11,318 | $826.0K | 0.03% | +270+2.4% | Added |
| Maryland Capital Management | 11,222 | $819.0K | 0.05% | −603−5.1% | Reduced |
| Salem Investment Counselors Inc | 11,210 | $819.0K | 0.04% | +755+7.2% | Added |
| Klingenstein Fields & Co LP | 11,116 | $812.0K | 0.03% | −184−1.6% | Reduced |
| Wealth Alliance | 11,117 | $812.0K | 0.18% | +2,871+34.8% | Added |
| Heritage Investors Management Corp | 11,122 | $812.0K | 0.03% | +11,122 | New |
| Madison Wealth Management | 11,119 | $812.0K | 0.18% | +11,119 | New |
| BLB&B Advisors, LLC | 11,108 | $811.0K | 0.05% | −531−4.6% | Reduced |
| Whittier Trust Co | 11,102 | $811.0K | 0.01% | −14−0.1% | Reduced |
| CSS LLC | 11,102 | $811.0K | 0.04% | +2,700+32.1% | Added |
| Jones Financial Companies LLLP | 11,078 | $809.0K | 0.00% | −1,891−14.6% | Reduced |
| Csenge Advisory Group | 11,187 | $809.0K | 0.07% | +960+9.4% | Added |
| Dearborn Partners LLC | 11,060 | $808.0K | 0.03% | +28+0.3% | Added |
| Parcion Private Wealth LLC | 11,030 | $806.0K | 0.07% | +183+1.7% | Added |
| Citizens Financial Group Inc | 11,032 | $806.0K | 0.03% | +4,311+64.1% | Added |
| ELCO Management Co., LLC | 10,958 | $800.0K | 0.62% | −324−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,943 | $799.0K | 0.03% | −262−2.3% | Reduced |
| GWM Advisors LLC | 10,919 | $797.0K | 0.02% | +816+8.1% | Added |
| Chesapeake Wealth Management | 10,865 | $793.0K | 0.28% | −1,294−10.6% | Reduced |
| LVW Advisors, LLC | 10,758 | $786.0K | 0.14% | +79+0.7% | Added |
| Kalos Management, Inc. | 10,519 | $784.0K | 0.22% | −188−1.8% | Reduced |
| Lincoln National Corp | 10,627 | $776.0K | 0.02% | −2,529−19.2% | Reduced |
| Robbins Farley LLC | 10,625 | $776.0K | 0.57% | +10,625 | New |
| Fruth Investment Management | 10,540 | $769.0K | 0.24% | −485−4.4% | Reduced |