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, Q4 2021
Institutional positions in Dominion Energy, Inc as of Dec 31, 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
- 1,489
- +137 vs. Q3 2021
- Shares held
- 555.3M
- +12.2M (+2.3%) vs. Q3 2021
- Total value
- $43.6B
- +$3.96B (+10.0%) vs. Q3 2021
- New holders
- 212
- 508 more added
- Sold out
- 75
- 563 more reduced
27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 17,165 | $1.35M | 0.28% | +414+2.5% | Added |
| MSH Capital Advisors LLC | 17,218 | $1.35M | 0.61% | +17,218 | New |
| Cornerstone Wealth Group, LLC | 17,230 | $1.35M | 0.23% | −228−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 17,271 | $1.36M | 0.58% | −84−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,276 | $1.36M | 0.04% | +980+6.0% | Added |
| Caldwell Trust Co | 17,283 | $1.36M | 0.16% | +1,416+8.9% | Added |
| First Midwest Bank Trust Division | 17,285 | $1.36M | 0.17% | +3,645+26.7% | Added |
| TFG Advisers LLC | 17,300 | $1.36M | 0.59% | −2,212−11.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,455 | $1.37M | 0.07% | −1,508−8.0% | Reduced |
| Hall Capital Management Co Inc | 17,534 | $1.38M | 0.78% | −2,251−11.4% | Reduced |
| Marco Investment Management LLC | 17,533 | $1.38M | 0.14% | +205+1.2% | Added |
| Kingsview Wealth Management, LLC | 17,621 | $1.38M | 0.06% | +2,521+16.7% | Added |
| Derbend Asset Management | 17,700 | $1.39M | 1.36% | −413−2.3% | Reduced |
| Proequities, Inc. | 17,737 | $1.39M | 0.08% | −1,522−7.9% | Reduced |
| IFP Advisors, Inc | 17,701 | $1.40M | 0.03% | +890+5.3% | Added |
| Citizens Business Bank | 17,898 | $1.41M | 0.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 17,963 | $1.41M | 0.34% | −10,727−37.4% | Reduced |
| People's United Financial, Inc. | 18,002 | $1.41M | 0.03% | −8,558−32.2% | Reduced |
| Murphy Capital Management Inc | 18,016 | $1.42M | 0.15% | −3,556−16.5% | Reduced |
| Jackson Wealth Management, LLC | 18,023 | $1.42M | 0.18% | +405+2.3% | Added |
| Glassy Mountain Advisors, Inc. | 18,068 | $1.42M | 0.73% | +18,068 | New |
| Cigna Investments Inc | 18,092 | $1.42M | 0.11% | −6,563−26.6% | Reduced |
| Lederer & Associates Investment Counsel | 18,290 | $1.44M | 0.83% | −360−1.9% | Reduced |
| Mechanics Bank Trust Department | 18,339 | $1.44M | 0.21% | −30−0.2% | Reduced |
| BCM Advisors, LLC | 17,900 | $1.44M | 0.37% | +7,700+75.5% | Added |
| Simplex Trading, LLC | 18,431 | $1.45M | 0.05% | +18,431 | New |
| Boston Family Office LLC | 18,448 | $1.45M | 0.09% | −4,710−20.3% | Reduced |
| Chickasaw Capital Management LLC | 18,446 | $1.45M | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 18,491 | $1.45M | 0.05% | −1,350−6.8% | Reduced |
| Ancora Advisors, LLC | 18,549 | $1.46M | 0.03% | +641+3.6% | Added |
| Sumitomo Life Insurance Co | 18,641 | $1.46M | 0.03% | −501−2.6% | Reduced |
| D.B. Root & Company, LLC | 18,668 | $1.47M | 0.53% | +2,647+16.5% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.47M | 0.06% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 18,882 | $1.48M | 1.12% | −200−1.0% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $1.48M | 0.31% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 18,925 | $1.49M | 0.12% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 19,016 | $1.49M | 0.72% | +554+3.0% | Added |
| Natixis | 19,031 | $1.50M | 0.01% | −72,680−79.2% | Reduced |
| National Asset Management, Inc. | 19,137 | $1.50M | 0.04% | −362−1.9% | Reduced |
| Moloney Securities Asset Management, LLC | 19,251 | $1.51M | 0.26% | +720+3.9% | Added |
| Beech Hill Advisors, Inc. | 19,365 | $1.52M | 0.58% | −625−3.1% | Reduced |
| Brown Brothers Harriman & Co | 19,432 | $1.53M | 0.01% | −90.0% | Reduced |
| Endurance Wealth Management, Inc. | 19,462 | $1.53M | 0.16% | −17,576−47.5% | Reduced |
| First United Bank Trust | 19,496 | $1.53M | 0.57% | +50.0% | Added |
| BerganKDV Wealth Management, LLC | 19,588 | $1.54M | 0.16% | −909−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 19,607 | $1.54M | 0.10% | −1,716−8.0% | Reduced |
| Rafferty Asset Management, LLC | 19,690 | $1.55M | 0.01% | −8,823−30.9% | Reduced |
| CSM Advisors, LLC | 19,699 | $1.55M | 0.10% | −1,000−4.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,764 | $1.55M | 0.91% | +109+0.6% | Added |
| Beck Mack & Oliver LLC | 19,965 | $1.57M | 0.04% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 19,971 | $1.57M | 0.31% | −400−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 20,046 | $1.57M | 0.08% | +5,068+33.8% | Added |
| Bruderman Asset Management, LLC | 20,226 | $1.59M | 1.21% | −47,591−70.2% | Reduced |
| BFSG, LLC | 20,248 | $1.59M | 0.22% | +20,248 | New |
| Schmidt P J Investment Management Inc | 19,733 | $1.59M | 0.32% | −1,731−8.1% | Reduced |
| First American Bank | 20,324 | $1.60M | 0.08% | −2,162−9.6% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.60M | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 20,366 | $1.60M | 0.48% | −1,130−5.3% | Reduced |
| Hendershot Investments Inc. | 20,438 | $1.61M | 0.24% | +20,438 | New |
| River Wealth Advisors LLC | 20,452 | $1.61M | 0.25% | −250−1.2% | Reduced |
| Verus Financial Partners, Inc. | 20,496 | $1.61M | 0.21% | −2,143−9.5% | Reduced |
| Beacon Financial Group | 20,574 | $1.61M | 0.21% | −1,050−4.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,541 | $1.61M | 0.03% | +100.0% | Added |
| Advisor Partners LLC | 20,730 | $1.63M | 0.10% | +761+3.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,977 | $1.65M | 0.02% | +518+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,235 | $1.67M | 0.16% | −518−2.4% | Reduced |
| City Holding Co | 21,019 | $1.67M | 0.28% | −1,752−7.7% | Reduced |
| TCTC Holdings, LLC | 21,439 | $1.68M | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 21,485 | $1.69M | 0.60% | −530−2.4% | Reduced |
| St Germain D J Co Inc | 21,755 | $1.71M | 0.09% | +1,935+9.8% | Added |
| FDx Advisors, Inc. | 21,894 | $1.72M | 0.05% | −688−3.0% | Reduced |
| Woodstock Corp | 21,971 | $1.73M | 0.18% | +100+0.5% | Added |
| Violich Capital Management, Inc. | 22,030 | $1.73M | 0.25% | −100−0.5% | Reduced |
| Horan Capital Advisors, LLC. | 22,111 | $1.74M | 0.69% | −226−1.0% | Reduced |
| Everett Harris & Co | 22,399 | $1.76M | 0.02% | +2,180+10.8% | Added |
| Evercore Wealth Management, LLC | 22,447 | $1.76M | 0.03% | −1,245−5.3% | Reduced |
| Summit Global Investments | 22,523 | $1.77M | 0.11% | −21,794−49.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,617 | $1.78M | 0.03% | −1,835−7.5% | Reduced |
| Culbertson A N & Co Inc | 22,828 | $1.79M | 0.34% | +2,250+10.9% | Added |
| Bridgewater Associates, LP | 22,817 | $1.79M | 0.01% | +22,817 | New |
| Cresset Asset Management, LLC | 22,897 | $1.80M | 0.02% | +9,919+76.4% | Added |
| Citizens National Bank Trust Department | 23,003 | $1.81M | 0.69% | −4,810−17.3% | Reduced |
| Bank of Nova Scotia | 23,411 | $1.84M | 0.00% | −7,260−23.7% | Reduced |
| RNC Capital Management LLC | 23,427 | $1.84M | 0.09% | +12,925+123.1% | Added |
| Rothschild Investment Corp | 23,758 | $1.87M | 0.14% | +287+1.2% | Added |
| First Bank & Trust | 23,777 | $1.87M | 0.79% | +2,635+12.5% | Added |
| NBT Bank N A | 23,952 | $1.88M | 0.24% | −1,051−4.2% | Reduced |
| Lee Danner & Bass Inc | 24,179 | $1.90M | 0.16% | −475−1.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,266 | $1.90M | 0.09% | −166−0.7% | Reduced |
| Robinson Value Management, Ltd. | 24,240 | $1.90M | 1.56% | +15+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 24,379 | $1.92M | 0.58% | +1,043+4.5% | Added |
| Outfitter Financial LLC | 24,405 | $1.92M | 1.41% | +155+0.6% | Added |
| Reilly Financial Advisors, LLC | 24,477 | $1.92M | 0.14% | −108,335−81.6% | Reduced |
| Pinnacle Financial Partners Inc | 24,716 | $1.94M | 0.06% | −31,125−55.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 24,915 | $1.96M | 0.14% | −1,135−4.4% | Reduced |
| Chemung Canal Trust Co | 25,176 | $1.98M | 0.36% | +267+1.1% | Added |
| Patten Group, Inc. | 25,345 | $1.99M | 0.53% | +4,067+19.1% | Added |
| Leelyn Smith, LLC | 25,461 | $2.00M | 0.53% | −329−1.3% | Reduced |
| Cutler Capital Management, LLC | 25,479 | $2.00M | 0.73% | +30.0% | Added |
| Financial Partners Capital Management LLC | 25,546 | $2.01M | 0.36% | +4,535+21.6% | Added |