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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 10,502 | $767.0K | 0.04% | +665+6.8% | Added |
| Bryn Mawr Trust Co | 10,465 | $764.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 10,437 | $763.0K | 0.05% | −252−2.4% | Reduced |
| Ridgewood Investments LLC | 10,443 | $763.0K | 0.52% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,389 | $759.0K | 0.15% | −250−2.3% | Reduced |
| BCGM Wealth Management, LLC | 9,980 | $758.0K | 0.42% | +708+7.6% | Added |
| Stableford Capital II LLC | 10,281 | $757.0K | 0.38% | −210−2.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,319 | $753.0K | 0.36% | 00.0% | Unchanged |
| Tdam USA Inc. | 10,304 | $752.0K | 0.05% | −1,425−12.1% | Reduced |
| Brown Advisory Securities, LLC | 10,191 | $743.0K | 0.22% | +1,220+13.6% | Added |
| Wealth Quarterback LLC | 76,888 | $740.0K | 0.49% | +61,422+397.1% | Added |
| Nations Financial Group Inc, | 10,127 | $740.0K | 0.11% | +850+9.2% | Added |
| Empirical Finance, LLC | 10,117 | $739.0K | 0.11% | +601+6.3% | Added |
| Fort Pitt Capital Group, LLC | 10,102 | $738.0K | 0.03% | −639−5.9% | Reduced |
| BCM Advisors, LLC | 10,200 | $734.0K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,059 | $734.0K | 0.08% | +466+4.9% | Added |
| Wetherby Asset Management Inc | 9,978 | $728.0K | 0.05% | −542−5.2% | Reduced |
| Charter Trust Co | 9,959 | $727.0K | 0.07% | −1,481−12.9% | Reduced |
| VeraBank, N.A. | 9,962 | $727.0K | 0.41% | −100−1.0% | Reduced |
| Canal Capital Management, LLC | 9,952 | $727.0K | 0.21% | +384+4.0% | Added |
| JustInvest LLC | 9,930 | $725.0K | 0.07% | +1,357+15.8% | Added |
| Level Four Advisory Services, LLC | 9,934 | $725.0K | 0.08% | +1,448+17.1% | Added |
| Busey Wealth Management | 9,883 | $722.0K | 0.03% | +4,350+78.6% | Added |
| Illinois Municipal Retirement Fund | 9,862 | $720.0K | 0.03% | 00.0% | Unchanged |
| Adams Wealth Management | 9,788 | $715.0K | 0.28% | −1,167−10.7% | Reduced |
| Marino, Stram & Associates LLC | 9,778 | $714.0K | 0.25% | +9,778 | New |
| Mid Atlantic Financial Management Inc | 9,693 | $708.0K | 0.05% | −570−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,630 | $703.0K | 0.04% | −2,800−22.5% | Reduced |
| Camelot Portfolios, LLC | 9,604 | $701.0K | 0.36% | −2,868−23.0% | Reduced |
| Centre Asset Management, LLC | 9,069 | $694.0K | 0.36% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 9,475 | $692.0K | 0.02% | −500−5.0% | Reduced |
| Blue Fin Capital, Inc. | 9,445 | $689.0K | 0.21% | −321−3.3% | Reduced |
| Grimes & Company, Inc. | 9,391 | $686.0K | 0.03% | −1,483−13.6% | Reduced |
| Latitude Advisors, LLC | 9,394 | $686.0K | 0.22% | +4,792+104.1% | Added |
| Sawtooth Solutions, LLC | 9,363 | $684.0K | 0.11% | +960+11.4% | Added |
| NFJ Investment Group, LLC | 9,350 | $683.0K | 0.01% | −2,074−18.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,347 | $683.0K | 0.34% | −1,203−11.4% | Reduced |
| Ameritas Investment Company, LLC | 9,345 | $682.0K | 0.03% | +4,399+88.9% | Added |
| Headinvest, LLC | 9,341 | $682.0K | 0.13% | +912+10.8% | Added |
| SPC Financial, Inc. | 9,308 | $680.0K | 0.08% | +241+2.7% | Added |
| Blueshift Asset Management, LLC | 9,294 | $679.0K | 0.04% | −17,943−65.9% | Reduced |
| Front Row Advisors LLC | 9,270 | $677.0K | 0.29% | −149−1.6% | Reduced |
| Benedict Financial Advisors Inc | 9,241 | $675.0K | 0.19% | −2,166−19.0% | Reduced |
| HighPoint Advisor Group LLC | 9,234 | $674.0K | 0.07% | −1,410−13.2% | Reduced |
| Cullinan Associates Inc | 9,214 | $673.0K | 0.04% | −298−3.1% | Reduced |
| ICW Investment Advisors LLC | 9,216 | $673.0K | 0.43% | +154+1.7% | Added |
| Arete Wealth Advisors, LLC | 9,205 | $672.0K | 0.07% | −860−8.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,200 | $671.8K | 0.18% | −400−4.2% | Reduced |
| ACG Wealth | 9,155 | $669.0K | 0.09% | −297−3.1% | Reduced |
| Delta Asset Management LLC | 9,160 | $669.0K | 0.06% | −45−0.5% | Reduced |
| Cable Hill Partners, LLC | 9,093 | $664.0K | 0.16% | +13+0.1% | Added |
| Ninepoint Partners LP | 9,085 | $663.0K | 0.24% | +9,085 | New |
| Stokes Family Office, LLC | 9,022 | $659.0K | 0.09% | +79+0.9% | Added |
| 1st Source Bank | 8,975 | $656.0K | 0.04% | +129+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 8,956 | $654.0K | 0.21% | −1,396−13.5% | Reduced |
| Hancock Whitney Corp | 8,927 | $652.0K | 0.02% | −122,052−93.2% | Reduced |
| Tranquility Partners, LLC | 8,931 | $652.0K | 0.33% | +2,216+33.0% | Added |
| Mutual Advisors, LLC | 8,896 | $650.0K | 0.04% | −1,001−10.1% | Reduced |
| Tectonic Advisors LLC | 8,897 | $650.0K | 0.13% | +583+7.0% | Added |
| Colonial Trust Advisors | 8,872 | $648.0K | 0.08% | −100−1.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 8,845 | $646.0K | 0.13% | −5−0.1% | Reduced |
| Fundamentun, LLC | 8,849 | $646.0K | 0.11% | +8,849 | New |
| Essex Private Wealth Management, LLC | 8,813 | $644.0K | 0.58% | −224−2.5% | Reduced |
| Spreng Capital Management, Inc. | 8,910 | $644.0K | 0.41% | −75−0.8% | Reduced |
| Fma Advisory Inc | 8,803 | $643.0K | 0.24% | +136+1.6% | Added |
| Moneta Group Investment Advisors LLC | 8,778 | $641.0K | 0.03% | −16−0.2% | Reduced |
| Graypoint LLC | 8,627 | $630.0K | 0.08% | +48+0.6% | Added |
| Cullen Capital Management LLC | 8,520 | $622.0K | 0.01% | +1,566+22.5% | Added |
| AMG National Trust Bank | 8,498 | $620.0K | 0.02% | +130+1.6% | Added |
| Intrust Bank NA | 8,439 | $616.0K | 0.08% | +1,037+14.0% | Added |
| Smith, Moore & Co. | 8,426 | $615.0K | 0.09% | +250+3.1% | Added |
| Teza Capital Management LLC | 8,225 | $601.0K | 0.29% | −20,351−71.2% | Reduced |
| Cambridge Trust Co | 8,211 | $600.0K | 0.02% | +175+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 8,181 | $597.4K | 0.01% | −3,760−31.5% | Reduced |
| Bartlett & Co. LLC | 8,181 | $597.0K | 0.01% | −3,760−31.5% | Reduced |
| Toroso Investments, LLC | 8,086 | $591.0K | 0.02% | −430−5.0% | Reduced |
| Northwest Bancshares, Inc. | 8,075 | $590.0K | 0.13% | +100+1.3% | Added |
| Investment Management of Virginia LLC | 8,082 | $590.0K | 0.11% | +512+6.8% | Added |
| Summit Financial Group Inc | 8,035 | $587.0K | 0.21% | 00.0% | Unchanged |
| Greenleaf Trust | 7,962 | $581.0K | 0.01% | −555−6.5% | Reduced |
| Montag A & Associates Inc | 7,954 | $581.0K | 0.03% | −133−1.6% | Reduced |
| Gleason Group, Inc. | 7,913 | $578.0K | 0.21% | +66+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 7,872 | $574.8K | 0.08% | +351+4.7% | Added |
| AdvisorNet Financial, Inc | 7,866 | $574.0K | 0.04% | +662+9.2% | Added |
| Main Street Research LLC | 7,851 | $573.0K | 0.05% | −418−5.1% | Reduced |
| Farmers Trust Co | 7,898 | $570.0K | 0.13% | −15−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 7,770 | $567.0K | 0.50% | −182−2.3% | Reduced |
| Hilltop Holdings Inc. | 7,762 | $567.0K | 0.06% | +517+7.1% | Added |
| Beacon Financial Advisory LLC | 7,745 | $566.0K | 0.29% | +22+0.3% | Added |
| Marks Group Wealth Management, Inc | 7,677 | $565.0K | 0.08% | −182−2.3% | Reduced |
| Compton Capital Management Inc | 7,725 | $564.0K | 0.17% | +200+2.7% | Added |
| Renasant Bank | 7,733 | $564.0K | 0.45% | +810+11.7% | Added |
| Girard Partners Ltd. | 7,716 | $563.0K | 0.07% | −1,388−15.2% | Reduced |
| CoreFirst Bank & Trust | 7,710 | $563.0K | 0.39% | −1,352−14.9% | Reduced |
| IHT Wealth Management, LLC | 7,681 | $561.0K | 0.05% | −4,943−39.2% | Reduced |
| Gateway Investment Advisers LLC | 7,678 | $561.0K | 0.01% | −235−3.0% | Reduced |
| Hyman Charles D | 7,686 | $561.0K | 0.04% | −100−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,664 | $560.0K | 0.05% | −75−1.0% | Reduced |
| Investors Research Corp | 7,666 | $560.0K | 0.19% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,630 | $557.0K | 0.23% | +7,630 | New |