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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 6,312 | $496.0K | 0.22% | −350−5.3% | Reduced |
| Wrapmanager Inc | 6,328 | $497.0K | 0.12% | +134+2.2% | Added |
| Bridges Investment Management Inc | 6,367 | $500.0K | 0.01% | −850−11.8% | Reduced |
| Greenleaf Trust | 6,385 | $502.0K | 0.01% | −1,577−19.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,386 | $502.0K | 0.15% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,401 | $503.0K | 0.42% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,445 | $506.0K | 0.12% | −1,014−13.6% | Reduced |
| Financial Architects, Inc | 6,446 | $506.0K | 0.07% | −425−6.2% | Reduced |
| Truvestments Capital LLC | 6,445 | $506.0K | 0.25% | −75−1.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,454 | $507.0K | 0.05% | −1,418−18.0% | Reduced |
| Altium Wealth Management LLC | 6,464 | $508.0K | 0.03% | +949+17.2% | Added |
| StoneX Group Inc. | 6,513 | $511.7K | 0.06% | −9−0.1% | Reduced |
| Hoese & Co LLP | 6,517 | $512.0K | 0.51% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 6,511 | $512.0K | 0.13% | +41+0.6% | Added |
| Fisher Asset Management, LLC | 6,522 | $512.0K | 0.00% | +2,721+71.6% | Added |
| Principle Wealth Partners LLC | 6,548 | $514.0K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6,557 | $515.0K | 0.02% | −47−0.7% | Reduced |
| Clearstead Advisors, LLC | 6,569 | $516.0K | 0.04% | −7−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,641 | $522.0K | 0.06% | −841−11.2% | Reduced |
| Koshinski Asset Management, Inc. | 6,665 | $523.6K | 0.04% | −424−6.0% | Reduced |
| Bigelow Investment Advisors, LLC | 6,690 | $526.0K | 0.24% | +159+2.4% | Added |
| Summit X, LLC | 6,736 | $527.0K | 0.12% | −7−0.1% | Reduced |
| West Family Investments, Inc. | 6,722 | $528.0K | 0.15% | +6,722 | New |
| Brighton Jones LLC | 6,749 | $530.0K | 0.03% | −300−4.3% | Reduced |
| Kingfisher Capital LLC | 6,745 | $530.0K | 0.12% | −306−4.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,756 | $531.0K | 0.05% | +93+1.4% | Added |
| Desjardins Global Asset Management Inc. | 6,791 | $533.0K | 0.05% | +6,791 | New |
| Tyler-Stone Wealth Management | 6,794 | $534.0K | 0.28% | +6,794 | New |
| Vestmark Advisory Solutions, Inc. | 6,828 | $536.0K | 0.03% | −118−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,823 | $537.0K | 0.04% | −284−4.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,860 | $539.0K | 0.04% | +230+3.5% | Added |
| Ieq Capital, LLC | 6,941 | $545.0K | 0.01% | −365−5.0% | Reduced |
| Savant Capital, LLC | 6,948 | $546.0K | 0.02% | +2,509+56.5% | Added |
| Field & Main Bank | 6,967 | $547.0K | 0.32% | +90+1.3% | Added |
| Princeton Capital Management LLC | 6,967 | $547.0K | 0.16% | +325+4.9% | Added |
| First Foundation Advisors | 6,972 | $548.0K | 0.02% | −52−0.7% | Reduced |
| Laffer Tengler Investments | 7,007 | $550.5K | 0.16% | +900+14.7% | Added |
| Brown Advisory Securities, LLC | 7,017 | $551.0K | 0.23% | −3,174−31.1% | Reduced |
| First National Bank & Trust Co of Newtown | 7,016 | $551.0K | 0.11% | −260−3.6% | Reduced |
| Metis Global Partners, LLC | 7,051 | $554.0K | 0.15% | +7,051 | New |
| Rehmann Capital Advisory Group | 7,059 | $554.6K | 0.05% | +120+1.7% | Added |
| Eagle Ridge Investment Management | 7,081 | $556.0K | 0.06% | +1,652+30.4% | Added |
| Level Four Advisory Services, LLC | 7,087 | $557.0K | 0.04% | −2,847−28.7% | Reduced |
| Archford Capital Strategies, LLC | 7,088 | $557.0K | 0.13% | +1,498+26.8% | Added |
| Sawtooth Solutions, LLC | 7,134 | $560.0K | 0.06% | −2,229−23.8% | Reduced |
| First Farmers & Merchants Bank / Trust | 7,136 | $561.0K | 0.56% | +7,136 | New |
| Charles Schwab Trust Co | 7,150 | $562.0K | 0.09% | −376−5.0% | Reduced |
| Walleye Trading LLC | 7,176 | $564.0K | 0.01% | +7,176 | New |
| Gateway Investment Advisers LLC | 7,218 | $567.0K | 0.01% | −460−6.0% | Reduced |
| CWA Asset Management Group, LLC | 7,234 | $568.0K | 0.04% | −342−4.5% | Reduced |
| Smith, Moore & Co. | 7,276 | $572.0K | 0.08% | −1,150−13.6% | Reduced |
| Donaldson Capital Management, LLC | 7,286 | $572.0K | 0.03% | +575+8.6% | Added |
| MBB Public Markets I LLC | 7,286 | $572.0K | 0.01% | +7,286 | New |
| Wellington Shields Capital Management, LLC | 7,296 | $573.0K | 0.07% | +501+7.4% | Added |
| Farmers Trust Co | 7,338 | $576.0K | 0.12% | −560−7.1% | Reduced |
| Parsons Capital Management Inc | 7,340 | $577.0K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,340 | $577.0K | 0.23% | +11+0.2% | Added |
| Financial Network Wealth Management LLC | 7,417 | $583.0K | 0.30% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,435 | $584.0K | 0.06% | −25−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,475 | $587.0K | 0.13% | +496+7.1% | Added |
| Golden State Equity Partners | 7,506 | $590.0K | 0.30% | −124−1.6% | Reduced |
| D'Orazio & Associates, Inc. | 7,516 | $590.0K | 0.14% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,517 | $591.0K | 0.02% | −1,410−15.8% | Reduced |
| Compton Capital Management Inc | 7,525 | $591.0K | 0.15% | −200−2.6% | Reduced |
| Main Street Research LLC | 7,537 | $592.0K | 0.05% | −314−4.0% | Reduced |
| Intrust Bank NA | 7,548 | $593.0K | 0.07% | −891−10.6% | Reduced |
| Adalta Capital Management LLC | 7,600 | $597.0K | 0.28% | +7,600 | New |
| RVW Wealth, LLC | 7,617 | $598.0K | 0.07% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 7,626 | $599.0K | 0.07% | +827+12.2% | Added |
| AMG National Trust Bank | 7,668 | $602.0K | 0.02% | −830−9.8% | Reduced |
| Investors Research Corp | 7,666 | $602.0K | 0.18% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 7,692 | $604.0K | 0.03% | +2,209+40.3% | Added |
| CoreFirst Bank & Trust | 7,710 | $606.0K | 0.39% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,725 | $607.0K | 0.15% | +2,825+57.7% | Added |
| Sentry Investment Management LLC | 7,735 | $608.0K | 0.16% | +1,261+19.5% | Added |
| Beacon Financial Advisory LLC | 7,747 | $609.0K | 0.28% | +20.0% | Added |
| Alliance Wealth Advisors, LLC | 7,770 | $610.0K | 0.50% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,792 | $612.0K | 0.04% | −74−0.9% | Reduced |
| Hyman Charles D | 7,786 | $612.0K | 0.04% | +100+1.3% | Added |
| Financial Advisory Corp | 7,801 | $613.0K | 0.29% | +7,801 | New |
| Fulton Breakefield Broenniman LLC | 7,841 | $616.0K | 0.05% | +714+10.0% | Added |
| We Are One Seven, LLC | 7,888 | $620.0K | 0.06% | +3,125+65.6% | Added |
| Colonial Trust Advisors | 7,932 | $623.0K | 0.07% | −940−10.6% | Reduced |
| Gleason Group, Inc. | 7,977 | $627.0K | 0.20% | +64+0.8% | Added |
| IHT Wealth Management, LLC | 8,018 | $630.0K | 0.05% | +337+4.4% | Added |
| Summit Financial Group Inc | 8,035 | $632.0K | 0.21% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,039 | $632.0K | 0.03% | +85+1.1% | Added |
| Investment Management of Virginia LLC | 8,082 | $635.0K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 8,105 | $637.0K | 0.13% | +30+0.4% | Added |
| Neo Ivy Capital Management | 8,136 | $639.0K | 0.92% | +8,136 | New |
| Ameritas Advisory Services, LLC | 8,132 | $639.0K | 0.02% | +8,132 | New |
| Schechter Investment Advisors, LLC | 8,150 | $641.0K | 0.06% | +8,150 | New |
| Cullen Capital Management LLC | 8,173 | $642.0K | 0.01% | −347−4.1% | Reduced |
| First Horizon Advisors, Inc. | 8,192 | $643.0K | 0.02% | +1,877+29.7% | Added |
| Premier Asset Management LLC | 8,200 | $644.0K | 0.11% | −10,775−56.8% | Reduced |
| Essex Private Wealth Management, LLC | 8,215 | $645.0K | 0.54% | −598−6.8% | Reduced |
| Thompson Davis & Co., Inc. | 8,218 | $646.0K | 0.54% | +8,218 | New |
| JBJ Investment Partners, LLC | 8,235 | $647.0K | 0.13% | −3,216−28.1% | Reduced |
| Marcum Wealth, LLC | 8,259 | $649.0K | 0.09% | +1,354+19.6% | Added |
| NFJ Investment Group, LLC | 8,282 | $650.0K | 0.01% | −1,068−11.4% | Reduced |