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 |
|---|---|---|---|---|---|
| AGF Investments LLC | 7,581 | $554.0K | 0.05% | −90−1.2% | Reduced |
| Groesbeck Investment Management Corp | 7,589 | $554.0K | 0.64% | +7,589 | New |
| CWA Asset Management Group, LLC | 7,576 | $553.0K | 0.04% | −153−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 7,548 | $551.0K | 0.05% | −4,624−38.0% | Reduced |
| Equitable Holdings, Inc. | 7,551 | $551.0K | 0.01% | +150+2.0% | Added |
| Charles Schwab Trust Co | 7,526 | $550.0K | 0.11% | +291+4.0% | Added |
| Capstone Investment Advisors, LLC | 7,536 | $550.0K | 0.01% | +7,536 | New |
| D'Orazio & Associates, Inc. | 7,516 | $549.0K | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 7,485 | $547.0K | 0.08% | +980+15.1% | Added |
| Checchi Capital Advisers, LLC | 7,482 | $546.0K | 0.07% | −1,180−13.6% | Reduced |
| FinTrust Capital Advisors, LLC | 7,459 | $545.0K | 0.14% | −1,658−18.2% | Reduced |
| Capital Asset Advisory Services LLC | 7,460 | $545.0K | 0.06% | +1,138+18.0% | Added |
| Bayesian Capital Management, LP | 7,470 | $545.0K | 0.16% | +3,087+70.4% | Added |
| Financial Network Wealth Management LLC | 7,417 | $542.0K | 0.31% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,357 | $537.0K | 0.00% | 00.0% | Unchanged |
| Homrich & Berg | 7,343 | $536.0K | 0.01% | −532−6.8% | Reduced |
| Parsons Capital Management Inc | 7,340 | $536.0K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,329 | $535.0K | 0.23% | +1,196+19.5% | Added |
| Independent Financial Group, LLC | 7,319 | $534.5K | 0.05% | +193+2.7% | Added |
| Chicago Partners Investment Group LLC | 7,107 | $534.0K | 0.04% | +350+5.2% | Added |
| Ieq Capital, LLC | 7,306 | $534.0K | 0.01% | +3,434+88.7% | Added |
| First National Bank & Trust Co of Newtown | 7,276 | $532.0K | 0.11% | −200−2.7% | Reduced |
| Snowden Capital Advisors LLC | 7,261 | $530.2K | 0.03% | +547+8.1% | Added |
| Doyle Wealth Management | 7,225 | $528.0K | 0.04% | −278−3.7% | Reduced |
| Bridges Investment Management Inc | 7,217 | $527.0K | 0.02% | −240−3.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,127 | $520.0K | 0.04% | −600−7.8% | Reduced |
| Koshinski Asset Management, Inc. | 7,089 | $517.6K | 0.05% | +148+2.1% | Added |
| PFG Advisors | 7,075 | $517.0K | 0.06% | −95−1.3% | Reduced |
| Brighton Jones LLC | 7,049 | $515.0K | 0.03% | −921−11.6% | Reduced |
| Kingfisher Capital LLC | 7,051 | $514.0K | 0.13% | −81−1.1% | Reduced |
| First Foundation Advisors | 7,024 | $513.0K | 0.02% | −1,068−13.2% | Reduced |
| MBA Advisors LLC | 7,016 | $512.0K | 0.38% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 7,000 | $511.0K | 0.04% | +140+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,979 | $510.0K | 0.13% | +1,956+38.9% | Added |
| Vestmark Advisory Solutions, Inc. | 6,946 | $507.0K | 0.03% | +2,497+56.1% | Added |
| Rehmann Capital Advisory Group | 6,939 | $506.7K | 0.05% | −132−1.9% | Reduced |
| Reaves W H & Co Inc | 6,922 | $505.0K | 0.02% | +145+2.1% | Added |
| Marcum Wealth, LLC | 6,905 | $504.0K | 0.08% | +844+13.9% | Added |
| Financial Architects, Inc | 6,871 | $502.0K | 0.07% | −452−6.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 6,875 | $502.0K | 0.20% | −425−5.8% | Reduced |
| Field & Main Bank | 6,877 | $502.0K | 0.33% | −200−2.8% | Reduced |
| Strategic Equity Management | 6,853 | $500.0K | 0.17% | +371+5.7% | Added |
| Wellington Shields Capital Management, LLC | 6,795 | $496.0K | 0.07% | −499−6.8% | Reduced |
| Northern Oak Wealth Management Inc | 6,799 | $496.0K | 0.06% | +770+12.8% | Added |
| Summit X, LLC | 6,743 | $491.0K | 0.12% | −69−1.0% | Reduced |
| Donaldson Capital Management, LLC | 6,711 | $490.0K | 0.02% | +18+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 6,663 | $487.0K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 6,662 | $486.0K | 0.22% | −1,442−17.8% | Reduced |
| Princeton Capital Management LLC | 6,642 | $485.0K | 0.15% | +400+6.4% | Added |
| Fukoku Mutual Life Insurance Co | 6,630 | $484.0K | 0.04% | +1,060+19.0% | Added |
| Ferguson Wellman Capital Management, Inc | 6,604 | $482.0K | 0.02% | −40−0.6% | Reduced |
| Clearstead Advisors, LLC | 6,576 | $480.0K | 0.04% | +69+1.1% | Added |
| Principle Wealth Partners LLC | 6,548 | $478.0K | 0.06% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 6,531 | $477.0K | 0.23% | −2,482−27.5% | Reduced |
| Truvestments Capital LLC | 6,520 | $476.0K | 0.26% | −210−3.1% | Reduced |
| Hoese & Co LLP | 6,517 | $476.0K | 0.51% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,522 | $476.0K | 0.07% | +1,274+24.3% | Added |
| Sentry Investment Management LLC | 6,474 | $473.0K | 0.14% | −1,737−21.2% | Reduced |
| Financial Planning & Information Services, Inc. | 6,470 | $472.0K | 0.13% | −97−1.5% | Reduced |
| Symmetry Partners, LLC | 6,492 | $472.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,433 | $470.0K | 0.02% | −249−3.7% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $467.0K | 0.43% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,386 | $466.0K | 0.16% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,315 | $460.0K | 0.02% | +5,594+775.9% | Added |
| Henshaw Capital LLC | 6,276 | $458.3K | 0.03% | +1,879+42.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,277 | $458.0K | 0.14% | −509−7.5% | Reduced |
| Arden Trust Co | 6,229 | $455.0K | 0.08% | +2,470+65.7% | Added |
| Flputnam Investment Management Co | 6,191 | $452.0K | 0.02% | −30.0% | Reduced |
| Wrapmanager Inc | 6,194 | $452.0K | 0.12% | +1,674+37.0% | Added |
| Cim Investment Mangement Inc | 6,157 | $450.0K | 0.14% | −37−0.6% | Reduced |
| Capital Investment Counsel, Inc | 6,137 | $448.0K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,129 | $448.0K | 0.15% | +75+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,142 | $448.0K | 0.08% | +692+12.7% | Added |
| Northstar Group, Inc. | 6,120 | $447.0K | 0.12% | −135−2.2% | Reduced |
| Laffer Tengler Investments | 6,107 | $446.0K | 0.13% | +2,667+77.5% | Added |
| Abacus Planning Group, Inc. | 6,077 | $444.0K | 0.14% | −155−2.5% | Reduced |
| Scotia Capital Inc. | 6,055 | $442.0K | 0.00% | −88−1.4% | Reduced |
| Curbstone Financial Management Corp | 6,050 | $442.0K | 0.08% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,990 | $437.0K | 0.09% | +28+0.5% | Added |
| First City Capital Management, Inc. | 5,954 | $435.0K | 0.24% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,958 | $435.0K | 0.14% | +6+0.1% | Added |
| Fiduciary Group LLC | 5,677 | $435.0K | 0.05% | +341+6.4% | Added |
| First Hawaiian Bank | 5,923 | $432.0K | 0.02% | −37−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,828 | $426.0K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 5,819 | $425.0K | 0.21% | −30−0.5% | Reduced |
| Iowa State Bank | 5,787 | $423.0K | 0.12% | −23,723−80.4% | Reduced |
| Osborne Partners Capital Management, LLC | 5,775 | $422.0K | 0.03% | −800−12.2% | Reduced |
| Aevitas Wealth Management, Inc. | 5,775 | $422.0K | 0.27% | −38−0.7% | Reduced |
| Fulcrum Equity Management | 5,762 | $421.0K | 0.16% | +48+0.8% | Added |
| Birchcreek Wealth Management, LLC | 5,751 | $420.0K | 0.39% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,758 | $420.0K | 0.04% | +167+3.0% | Added |
| Chicago Capital, LLC | 5,734 | $419.0K | 0.02% | −250−4.2% | Reduced |
| Keystone Financial Group | 5,722 | $418.0K | 0.08% | −53−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 5,654 | $413.0K | 0.02% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 5,658 | $413.0K | 0.02% | +280+5.2% | Added |
| Moody Lynn & Lieberson, LLC | 5,608 | $409.0K | 0.03% | 00.0% | Unchanged |
| Toews Corp | 5,600 | $409.0K | 0.05% | +5,600 | New |
| Change Path, LLC | 5,585 | $408.0K | 0.02% | −171−3.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,582 | $408.0K | 0.10% | −86−1.5% | Reduced |
| Archford Capital Strategies, LLC | 5,590 | $408.0K | 0.10% | +33+0.6% | Added |