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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 2,976 | $234.0K | 0.04% | −1,618−35.2% | Reduced |
| Somerset Trust Co | 2,983 | $234.0K | 0.09% | +2,983 | New |
| Barrett Asset Management, LLC | 2,986 | $235.0K | 0.01% | +36+1.2% | Added |
| Miramar Capital, LLC | 2,985 | $235.0K | 0.08% | +2,985 | New |
| Valley National Advisers Inc | 3,010 | $236.0K | 0.04% | −891−22.8% | Reduced |
| Brightworth | 3,001 | $236.0K | 0.02% | +3,001 | New |
| Lantz Financial LLC | 3,008 | $236.0K | 0.11% | +3,008 | New |
| TTP Investments, Inc. | 3,019 | $237.0K | 0.18% | +3,019 | New |
| Pennsylvania Capital Management Inc | 3,031 | $238.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,035 | $238.0K | 0.04% | +129+4.4% | Added |
| Beaumont Financial Partners, LLC | 3,036 | $239.0K | 0.02% | +53+1.8% | Added |
| Nwam LLC | 3,048 | $239.0K | 0.02% | +103+3.5% | Added |
| EP Wealth Advisors, LLC | 3,052 | $240.0K | 0.01% | −10−0.3% | Reduced |
| Iowa State Bank | 3,067 | $241.0K | 0.06% | −2,720−47.0% | Reduced |
| Accurate Wealth Management, LLC | 3,137 | $241.0K | 0.20% | +125+4.2% | Added |
| Curran Financial Partners, LLC | 3,085 | $242.0K | 0.10% | −167−5.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $243.0K | 0.06% | −11−0.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,087 | $243.0K | 0.02% | +3,087 | New |
| Valley Brook Capital Group | 3,115 | $244.0K | 0.21% | −200−6.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,100 | $244.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,120 | $245.0K | 0.01% | −417−11.8% | Reduced |
| Fieldpoint Private Securities, LLC | 3,119 | $245.0K | 0.05% | −107−3.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,114 | $245.0K | 0.12% | +26+0.8% | Added |
| Crescent Grove Advisors, LLC | 3,117 | $245.0K | 0.02% | +87+2.9% | Added |
| Childress Capital Advisors, LLC | 3,121 | $245.0K | 0.10% | +96+3.2% | Added |
| MQS Management LLC | 3,123 | $245.0K | 0.39% | +3,123 | New |
| MTM Investment Management, LLC | 3,140 | $247.0K | 0.12% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,125 | $247.0K | 0.08% | +68+2.2% | Added |
| Concord Wealth Partners | 3,141 | $247.0K | 0.06% | +1,753+126.3% | Added |
| Enterprise Financial Services Corp | 3,161 | $248.0K | 0.04% | +77+2.5% | Added |
| American State Bank (Iowa) | 3,176 | $249.5K | 0.17% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,179 | $251.0K | 0.06% | −198−5.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,194 | $251.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,189 | $251.0K | 0.13% | +5+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,201 | $251.0K | 0.05% | +3,201 | New |
| Comerica Securities,inc. | 3,210 | $252.0K | 0.02% | −894−21.8% | Reduced |
| True Link Financial Advisors, LLC | – | $252.0K | 0.03% | – | – |
| Aries Wealth Management | 3,233 | $254.0K | 0.10% | −140−4.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $254.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,249 | $255.0K | 0.02% | −3,243−50.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,262 | $256.0K | 0.02% | −560−14.7% | Reduced |
| Tandem Investment Advisors, Inc. | 3,265 | $256.0K | 0.02% | +3,265 | New |
| Cape Cod Five Cents Savings Bank | 3,284 | $258.0K | 0.02% | −302−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 3,302 | $258.0K | 0.00% | 00.0% | Unchanged |
| NTB Financial Corp | 3,289 | $258.0K | 0.18% | +3,289 | New |
| Roberts Glore & Co Inc | 3,303 | $259.0K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,300 | $259.0K | 0.03% | +347+11.8% | Added |
| Barnett & Company, Inc. | 3,310 | $260.0K | 0.18% | +85+2.6% | Added |
| Farmers National Bank | 3,322 | $261.0K | 0.09% | −207−5.9% | Reduced |
| Morris Financial Concepts, Inc. | 3,321 | $261.0K | 0.22% | +3,321 | New |
| Red Wave Investments LLC | 3,333 | $262.0K | 0.09% | +19+0.6% | Added |
| Monarch Capital Management Inc | 3,354 | $263.0K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,354 | $263.0K | 0.03% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,353 | $263.0K | 0.22% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $263.0K | 0.11% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,352 | $263.0K | 0.11% | +5+0.1% | Added |
| WealthShield Partners, LLC | 3,349 | $263.0K | 0.04% | +3,349 | New |
| Firethorn Wealth Partners, LLC | 3,345 | $263.0K | 0.20% | +3,345 | New |
| Hunter Associates Investment Management LLC | 3,378 | $265.0K | 0.08% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,371 | $265.0K | 0.18% | −3−0.1% | Reduced |
| Rede Wealth, LLC | 3,382 | $266.0K | 0.13% | −24−0.7% | Reduced |
| Modera Wealth Management, LLC | 3,393 | $266.0K | 0.01% | +106+3.2% | Added |
| Baldwin Investment Management, LLC | 3,400 | $267.0K | 0.07% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,394 | $267.0K | 0.03% | +44+1.3% | Added |
| Stone Run Capital, LLC | 3,410 | $268.0K | 0.09% | −90−2.6% | Reduced |
| Putnam Investments LLC | 3,413 | $268.0K | 0.00% | −18−0.5% | Reduced |
| Alpha Paradigm Partners, LLC | 3,421 | $269.0K | 0.11% | +3,421 | New |
| Eudaimonia Advisors LLC | 3,435 | $270.0K | 0.16% | +3,435 | New |
| Baystate Wealth Management LLC | 3,443 | $271.0K | 0.02% | +3,432+31,200.0% | Added |
| Benchmark Wealth Management, LLC | 3,474 | $273.0K | 0.18% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,480 | $273.0K | 0.00% | +390+12.6% | Added |
| Meiji Yasuda Life Insurance Co | 3,477 | $273.0K | 0.00% | +3,477 | New |
| Thoroughbred Financial Services, LLC | 3,493 | $274.0K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,486 | $274.0K | 0.16% | +3,486 | New |
| Resources Investment Advisors, LLC. | 3,506 | $275.0K | 0.01% | −42−1.2% | Reduced |
| Oakworth Capital, Inc. | 3,497 | $275.0K | 0.02% | +1,103+46.1% | Added |
| Birmingham Capital Management Co Inc | 3,545 | $278.0K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,546 | $279.0K | 0.02% | +482+15.7% | Added |
| MAI Capital Management | 3,552 | $279.0K | 0.00% | +584+19.7% | Added |
| King Luther Capital Management Corp | 3,570 | $280.0K | 0.00% | −144−3.9% | Reduced |
| Widmann Financial Services, Inc. | 3,574 | $280.0K | 0.23% | +3,574 | New |
| Bath Savings Trust Co | 3,578 | $281.0K | 0.03% | −30−0.8% | Reduced |
| Westhampton Capital, LLC | 3,577 | $281.0K | 0.17% | 00.0% | Unchanged |
| Inverness Counsel LLC | 3,572 | $281.0K | 0.01% | +405+12.8% | Added |
| Pitcairn Co | 3,589 | $282.0K | 0.02% | −207−5.5% | Reduced |
| Keeler Thomas Management LLC | 3,600 | $282.0K | 0.12% | −114−3.1% | Reduced |
| Sciencast Management LP | 3,600 | $284.0K | 0.05% | −30,687−89.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,617 | $284.0K | 0.05% | −27−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,612 | $284.0K | 0.08% | +20+0.6% | Added |
| Fiducient Advisors LLC | 3,631 | $285.0K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,639 | $286.0K | 0.08% | +295+8.8% | Added |
| Syntax Advisors, LLC | 3,639 | $286.0K | 0.21% | +3,639 | New |
| Camden Capital, LLC | 3,648 | $287.0K | 0.06% | −344−8.6% | Reduced |
| GSB Wealth Management, LLC | 3,650 | $287.0K | 0.08% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,660 | $288.0K | 0.12% | +3,660 | New |
| Edge Capital Group, LLC | 3,688 | $290.0K | 0.02% | −393−9.6% | Reduced |
| Continuum Advisory, LLC | 3,691 | $290.0K | 0.07% | −45−1.2% | Reduced |
| Trustmark National Bank Trust Department | 3,697 | $290.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,735 | $293.0K | 0.06% | +101+2.8% | Added |
| Sterling Investment Counsel, LLC | 3,730 | $293.0K | 0.20% | +3,730 | New |