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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 4,905 | $385.3K | 0.03% | −2,414−33.0% | Reduced |
| Wealthsource Partners, LLC | 4,913 | $386.0K | 0.03% | −579−10.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,931 | $387.0K | 0.03% | −231−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,939 | $388.0K | 0.03% | +413+9.1% | Added |
| Apella Capital, LLC | 4,934 | $388.0K | 0.05% | +1,503+43.8% | Added |
| KC Investment Advisors, LLC | 4,949 | $389.0K | 0.26% | −115−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,947 | $389.0K | 0.04% | +129+2.7% | Added |
| Forum Financial Management, LP | 4,946 | $389.0K | 0.02% | +4,946 | New |
| Allworth Financial LP | 4,979 | $391.0K | 0.01% | −249−4.8% | Reduced |
| Fox Run Management, L.L.C. | 4,994 | $392.0K | 0.23% | −6,535−56.7% | Reduced |
| Jupiter Wealth Management LLC | 5,000 | $392.0K | 0.20% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,999 | $393.0K | 0.00% | −237−4.5% | Reduced |
| Bristol John W & Co Inc | 5,000 | $393.0K | 0.01% | 00.0% | Unchanged |
| Somerville Kurt F | 5,000 | $393.0K | 0.05% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,016 | $394.0K | 0.25% | +16+0.3% | Added |
| Coastline Trust Co | 5,030 | $395.0K | 0.05% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,025 | $395.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,037 | $396.0K | 0.07% | −380−7.0% | Reduced |
| Arbor Investment Advisors, LLC | 5,041 | $396.0K | 0.07% | −52−1.0% | Reduced |
| Principal Street Partners, LLC | 5,049 | $397.0K | 0.10% | −265−5.0% | Reduced |
| Mairs & Power Inc | 5,064 | $398.0K | 0.00% | +432+9.3% | Added |
| Benedict Financial Advisors Inc | 5,085 | $399.0K | 0.10% | −4,156−45.0% | Reduced |
| Wambolt & Associates, LLC | 5,093 | $400.0K | 0.14% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 5,118 | $402.0K | 0.15% | 00.0% | Unchanged |
| Apriem Advisors | 5,142 | $404.0K | 0.06% | −160−3.0% | Reduced |
| FourThought Financial, LLC | 5,148 | $404.0K | 0.05% | −61−1.2% | Reduced |
| UMA Financial Services, Inc. | 5,031 | $404.0K | 0.11% | +20.0% | Added |
| Lebenthal Global Advisors, LLC | 5,168 | $405.0K | 0.16% | +10.0% | Added |
| Marotta Asset Management | 5,175 | $406.5K | 0.09% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,173 | $407.0K | 0.01% | +48+0.9% | Added |
| Garrett Investment Advisors LLC | 5,180 | $407.0K | 0.11% | +283+5.8% | Added |
| Westshore Wealth, LLC | 5,200 | $409.0K | 0.28% | −300−5.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,272 | $414.0K | 0.01% | +13+0.2% | Added |
| Mechanics Financial Corp | 5,265 | $414.0K | 0.20% | +5,265 | New |
| MKT Advisors LLC | 5,358 | $415.0K | 0.33% | +5,358 | New |
| North Star Investment Management Corp. | 5,297 | $416.0K | 0.03% | +336+6.8% | Added |
| PFG Advisors | 5,307 | $417.0K | 0.04% | −1,768−25.0% | Reduced |
| Winton Group Ltd | 5,310 | $417.0K | 0.03% | +5,310 | New |
| Old North State Wealth Management, LLC | 5,321 | $418.2K | 0.42% | +5,321 | New |
| Osborne Partners Capital Management, LLC | 5,344 | $420.0K | 0.03% | −431−7.5% | Reduced |
| Change Path, LLC | 5,384 | $423.0K | 0.02% | −201−3.6% | Reduced |
| Coastal Investment Advisors, Inc. | 5,413 | $425.0K | 0.09% | +376+7.5% | Added |
| Dividend Assets Capital, LLC | 5,424 | $426.0K | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,430 | $427.0K | 0.03% | −4,200−43.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,437 | $427.0K | 0.04% | +1,029+23.3% | Added |
| Investment House LLC | 5,484 | $431.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 5,498 | $432.0K | 0.06% | −1,987−26.5% | Reduced |
| Parsec Financial Management, Inc. | 5,523 | $434.0K | 0.02% | +300+5.7% | Added |
| Sawyer & Company, Inc | 5,537 | $435.0K | 0.19% | −24−0.4% | Reduced |
| Engine No. 1 LLC | 5,542 | $435.0K | 0.09% | +1,178+27.0% | Added |
| Sequoia Financial Advisors, LLC | 5,534 | $435.0K | 0.01% | +5,534 | New |
| Scotia Capital Inc. | 5,563 | $437.0K | 0.00% | −492−8.1% | Reduced |
| Spinnaker Trust | 5,575 | $438.0K | 0.03% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 5,590 | $439.0K | 0.20% | −229−3.9% | Reduced |
| Doyle Wealth Management | 5,606 | $440.0K | 0.03% | −1,619−22.4% | Reduced |
| Am Investment Strategies LLC | 5,599 | $440.0K | 0.11% | +697+14.2% | Added |
| XTX Topco Ltd | 5,617 | $441.0K | 0.25% | −7,017−55.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,608 | $441.0K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,619 | $441.0K | 0.11% | +300+5.6% | Added |
| Financial Planners of Cleveland, Inc. | 5,528 | $441.0K | 0.18% | +5,528 | New |
| Dowling & Yahnke LLC | 5,622 | $442.0K | 0.02% | −36−0.6% | Reduced |
| Chicago Capital, LLC | 5,634 | $443.0K | 0.02% | −100−1.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $443.0K | 0.04% | – | – |
| ZWJ Investment Counsel Inc | 5,654 | $444.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,647 | $444.0K | 0.32% | +693+14.0% | Added |
| Keystone Financial Group | 5,709 | $448.0K | 0.07% | −13−0.2% | Reduced |
| Flputnam Investment Management Co | 5,734 | $450.0K | 0.01% | −457−7.4% | Reduced |
| Tradewinds, LLC. | 9,578 | $450.2K | 0.53% | +9,578 | New |
| Horizon Investments, LLC | 5,736 | $451.0K | 0.01% | +514+9.8% | Added |
| Birchcreek Wealth Management, LLC | 5,751 | $452.0K | 0.39% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,770 | $453.0K | 0.08% | −220−3.7% | Reduced |
| First City Capital Management, Inc. | 5,654 | $453.0K | 0.25% | −300−5.0% | Reduced |
| Pluribus Labs, LLC | 5,784 | $454.0K | 0.48% | +5,784 | New |
| Triad Financial Advisors, Inc. | 5,783 | $454.0K | 0.27% | +5,783 | New |
| Renasant Bank | 5,786 | $455.0K | 0.31% | −1,947−25.2% | Reduced |
| Congress Wealth Management LLC | 5,794 | $455.0K | 0.01% | +5,794 | New |
| Fulcrum Equity Management | 5,809 | $456.0K | 0.17% | +47+0.8% | Added |
| Ropes Wealth Advisors LLC | 5,812 | $457.0K | 0.08% | −9,699−62.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,828 | $458.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,824 | $458.0K | 0.11% | +242+4.3% | Added |
| Fiduciary Group LLC | 5,849 | $459.0K | 0.05% | +172+3.0% | Added |
| Compton Wealth Advisory Group, LLC | 5,851 | $460.0K | 0.20% | +477+8.9% | Added |
| Alterity Financial Group, LLC | 5,850 | $460.0K | 0.50% | +5,850 | New |
| Capital Investment Counsel, Inc | 5,887 | $462.0K | 0.09% | −250−4.1% | Reduced |
| Girard Partners Ltd. | 5,922 | $465.0K | 0.05% | −1,794−23.3% | Reduced |
| Curbstone Financial Management Corp | 5,950 | $467.0K | 0.08% | −100−1.7% | Reduced |
| Cim Investment Mangement Inc | 6,038 | $474.0K | 0.14% | −119−1.9% | Reduced |
| Benjamin Edwards Inc | 6,075 | $477.0K | 0.15% | +5,429+840.4% | Added |
| Clarius Group, LLC | 6,117 | $481.0K | 0.04% | +817+15.4% | Added |
| Nomura Holdings Inc | 6,153 | $483.0K | 0.00% | +6,153 | New |
| Summit Asset Management, LLC | 6,182 | $486.0K | 0.14% | +224+3.8% | Added |
| Arden Trust Co | 6,201 | $487.0K | 0.08% | −28−0.4% | Reduced |
| Milestone Advisory Partners | 6,201 | $487.0K | 0.25% | +1,080+21.1% | Added |
| Balentine LLC | 6,201 | $487.0K | 0.02% | +2,703+77.3% | Added |
| Buckingham Strategic Partners | 6,221 | $488.0K | 0.10% | +6,221 | New |
| Henshaw Capital LLC | 6,276 | $493.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,289 | $494.0K | 0.23% | +6,289 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,299 | $495.0K | 0.08% | +157+2.6% | Added |
| Aevitas Wealth Management, Inc. | 6,306 | $495.0K | 0.29% | +531+9.2% | Added |
| MBA Advisors LLC | 6,316 | $496.0K | 0.31% | −700−10.0% | Reduced |