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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 399 | $32.0K | 0.02% | +27+7.3% | Added |
| Standard Family Office LLC | 412 | $32.0K | 0.28% | +412 | New |
| Financial Management Professionals, Inc. | 424 | $33.0K | 0.01% | −30−6.6% | Reduced |
| Kings Point Capital Management | 421 | $33.0K | 0.00% | +73+21.0% | Added |
| Logan Capital Management Inc | 427 | $34.0K | 0.00% | +29+7.3% | Added |
| FSB Premier Wealth Management, Inc. | 466 | $36.0K | 0.02% | +466 | New |
| Gables Capital Management Inc. | 480 | $38.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 481 | $38.0K | 0.01% | +202+72.4% | Added |
| Pacific Center for Financial Services | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $39.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 512 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 513 | $40.0K | 0.02% | +513 | New |
| Newbridge Financial Services Group, Inc. | 522 | $41.0K | 0.02% | −136−20.7% | Reduced |
| First Personal Financial Services | 527 | $41.0K | 0.01% | +75+16.6% | Added |
| William Allan, LLC | 524 | $41.0K | 0.03% | +524 | New |
| Seldon Capital LP | 553 | $43.0K | 0.03% | +553 | New |
| HHM Wealth Advisors, LLC | 560 | $44.0K | 0.01% | −560−50.0% | Reduced |
| Tarbox Family Office, Inc. | 555 | $44.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 556 | $44.0K | 0.01% | +4+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 559 | $44.0K | 0.01% | +559 | New |
| Clearview Wealth Advisors LLC | 571 | $45.0K | 0.03% | −198−25.7% | Reduced |
| Achmea Investment Management B.V. | 574 | $45.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 568 | $45.0K | 0.01% | +385+210.4% | Added |
| KB Financial Partners, LLC | 578 | $45.0K | 0.01% | +578 | New |
| Old Second National Bank of Aurora | 641 | $46.0K | 0.01% | −87−12.0% | Reduced |
| Vestor Capital, LLC | 584 | $46.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 597 | $47.0K | 0.01% | +597 | New |
| Gemmer Asset Management LLC | 624 | $49.0K | 0.01% | −14−2.2% | Reduced |
| Annapolis Financial Services, LLC | 619 | $49.0K | 0.02% | +130+26.6% | Added |
| Private Capital Group, LLC | 653 | $51.0K | 0.01% | −133−16.9% | Reduced |
| Pflug Koory, LLC | 652 | $51.0K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 650 | $51.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 693 | $54.0K | 0.02% | −97−12.3% | Reduced |
| City State Bank | 694 | $55.0K | 0.03% | +694 | New |
| Brown, Lisle/Cummings, Inc. | 735 | $57.7K | 0.03% | +735 | New |
| Kozak & Associates, Inc. | 717 | $59.0K | 0.04% | +68+10.5% | Added |
| EverSource Wealth Advisors, LLC | 759 | $59.0K | 0.02% | +759 | New |
| Retirement Planning Co of New England, Inc. | 758 | $59.0K | 0.03% | +758 | New |
| Lipe & Dalton | 768 | $60.0K | 0.03% | −275−26.4% | Reduced |
| Crescent Capital Consulting, LLC | 763 | $60.0K | 0.01% | +4+0.5% | Added |
| Carroll Investors, Inc | 781 | $60.0K | 0.03% | +781 | New |
| Bollard Group LLC | 776 | $61.0K | 0.00% | +5+0.6% | Added |
| CVA Family Office, LLC | 790 | $62.0K | 0.02% | +165+26.4% | Added |
| Cowen Prime Advisors LLC | 800 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 832 | $65.0K | 0.01% | −753−47.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 823 | $65.0K | 0.00% | +823 | New |
| MUFG Americas Holdings Corp | 855 | $67.0K | 0.00% | −1,573−64.8% | Reduced |
| PSI Advisors, LLC | 853 | $67.0K | 0.03% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 869 | $68.0K | 0.06% | +869 | New |
| Gladius Capital Management LP | 911 | $72.0K | 0.02% | +745+448.8% | Added |
| Missouri Trust & Investment Co | 921 | $72.0K | 0.04% | +921 | New |
| Richwood Investment Advisors, LLC | 970 | $76.0K | 0.07% | +970 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $79.0K | 0.06% | +1,003 | New |
| Corsicana & Co. | 1,023 | $80.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 1,013 | $80.0K | 0.00% | +1,013 | New |
| Atwood & Palmer Inc | 1,032 | $81.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,027 | $81.0K | 0.04% | +8+0.8% | Added |
| Riverview Trust Co | 1,044 | $82.0K | 0.05% | −1,438−57.9% | Reduced |
| West Branch Capital LLC | 1,043 | $82.0K | 0.03% | −95−8.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $82.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,039 | $82.0K | 0.00% | +868+507.6% | Added |
| Parkside Financial Bank & Trust | 1,066 | $84.0K | 0.02% | −225−17.4% | Reduced |
| Silvant Capital Management LLC | 1,071 | $84.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,091 | $86.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,121 | $88.1K | 0.02% | +8+0.7% | Added |
| United Community Bank | 1,165 | $91.5K | 0.09% | +1,165 | New |
| Acima Private Wealth, LLC | 1,176 | $92.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,165 | $92.0K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,190 | $93.0K | 0.00% | −6,071−83.6% | Reduced |
| CSS LLC | 1,202 | $94.0K | 0.00% | −9,900−89.2% | Reduced |
| Larson Financial Group LLC | 1,207 | $95.0K | 0.02% | +51+4.4% | Added |
| Addison Advisors LLC | 1,234 | $97.0K | 0.06% | +80+6.9% | Added |
| Ahrens Investment Partners LLC | 1,250 | $98.0K | 0.04% | +1,250 | New |
| Proffitt & Goodson Inc | 1,275 | $100.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,315 | $103.0K | 0.02% | −221−14.4% | Reduced |
| KRS Capital Management, LLC | 1,318 | $103.0K | 0.09% | +1,318 | New |
| Center for Financial Planning, Inc. | 1,325 | $104.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,320 | $104.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,332 | $105.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,334 | $105.0K | 0.03% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,369 | $108.0K | 0.02% | +354+34.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,387 | $109.0K | 0.00% | +61+4.6% | Added |
| Sutton Wealth Advisors Inc. | 1,406 | $110.5K | 0.04% | −15−1.1% | Reduced |
| Focused Wealth Management, Inc | 1,425 | $112.0K | 0.02% | +11+0.8% | Added |
| CoreCap Advisors, LLC | 1,432 | $112.0K | 0.01% | +1,432 | New |
| Monetary Management Group Inc | 1,450 | $114.0K | 0.03% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,546 | $121.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,538 | $121.0K | 0.01% | +63+4.3% | Added |
| Interactive Financial Advisors | 1,585 | $125.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,607 | $126.0K | 0.10% | −161−9.1% | Reduced |
| Independence Bank of Kentucky | 1,602 | $126.0K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,612 | $127.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,748 | $137.0K | 0.02% | +93+5.6% | Added |
| Harbor Investment Advisory, LLC | 1,768 | $139.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,816 | $142.0K | 0.09% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,805 | $142.0K | 0.02% | +1,805 | New |
| Optimum Investment Advisors | 1,835 | $144.0K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,827 | $144.0K | 0.09% | +1,827 | New |