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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 8,331 | $654.0K | 0.01% | +150+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 8,331 | $654.5K | 0.01% | +150+1.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,335 | $655.0K | 0.12% | −510−5.8% | Reduced |
| HB Wealth Management, LLC | 8,473 | $666.0K | 0.01% | +8,473 | New |
| Moneta Group Investment Advisors LLC | 8,516 | $669.0K | 0.03% | −262−3.0% | Reduced |
| Mutual Advisors, LLC | 8,549 | $672.0K | 0.04% | −347−3.9% | Reduced |
| Blue Fin Capital, Inc. | 8,582 | $674.0K | 0.19% | −863−9.1% | Reduced |
| Tectonic Advisors LLC | 8,631 | $678.0K | 0.12% | −266−3.0% | Reduced |
| Equitable Holdings, Inc. | 8,633 | $678.0K | 0.01% | +1,082+14.3% | Added |
| Citizens Financial Group Inc | 9,269 | $681.0K | 0.02% | −1,763−16.0% | Reduced |
| Strategic Equity Management | 8,688 | $683.0K | 0.21% | +1,835+26.8% | Added |
| Confluence Wealth Services, Inc. | 8,694 | $683.0K | 0.22% | +8,694 | New |
| Cullinan Associates Inc | 8,714 | $685.0K | 0.03% | −500−5.4% | Reduced |
| Spreng Capital Management, Inc. | 8,725 | $685.0K | 0.39% | −185−2.1% | Reduced |
| Mirabella Financial Services LLP | 8,753 | $688.0K | 0.07% | −6,974−44.3% | Reduced |
| Verition Fund Management LLC | 8,803 | $692.0K | 0.01% | −26,883−75.3% | Reduced |
| Tranquility Partners, LLC | 8,855 | $696.0K | 0.32% | −76−0.9% | Reduced |
| 1st Source Bank | 8,948 | $703.0K | 0.04% | −27−0.3% | Reduced |
| IFG Advisory, LLC | 8,971 | $704.0K | 0.07% | −1,088−10.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,973 | $705.0K | 0.12% | +4,023+81.3% | Added |
| Adams Wealth Management | 9,007 | $708.0K | 0.23% | −781−8.0% | Reduced |
| Centre Asset Management, LLC | 9,080 | $713.0K | 0.36% | +11+0.1% | Added |
| Cable Hill Partners, LLC | 9,093 | $714.0K | 0.15% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,101 | $715.0K | 0.19% | +876+10.7% | Added |
| Rowland & Co Investment Counsel | 14,106 | $716.4K | 0.16% | +10,571+299.0% | Added |
| Paradigm Asset Management Co LLC | 9,200 | $722.8K | 0.18% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 9,218 | $724.0K | 0.25% | +9,218 | New |
| Hilltop Holdings Inc. | 9,220 | $725.0K | 0.08% | +1,458+18.8% | Added |
| Charter Trust Co | 9,294 | $730.0K | 0.06% | −665−6.7% | Reduced |
| Delta Asset Management LLC | 9,289 | $730.0K | 0.06% | +129+1.4% | Added |
| Busey Wealth Management | 9,303 | $731.0K | 0.03% | −580−5.9% | Reduced |
| Thrive Capital Management, LLC | 9,328 | $733.0K | 0.48% | −7,465−44.5% | Reduced |
| BLB&B Advisors, LLC | 9,347 | $734.0K | 0.05% | −1,761−15.9% | Reduced |
| Headinvest, LLC | 9,341 | $734.0K | 0.13% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 9,375 | $737.0K | 0.02% | −100−1.1% | Reduced |
| Latitude Advisors, LLC | 9,392 | $738.0K | 0.21% | −20.0% | Reduced |
| Hudock, Inc. | 9,415 | $739.0K | 0.21% | +6,127+186.3% | Added |
| High Net Worth Advisory Group LLC | 9,411 | $739.0K | 0.26% | +9,411 | New |
| Grimes & Company, Inc. | 9,437 | $741.0K | 0.03% | +46+0.5% | Added |
| Graypoint LLC | 9,436 | $741.0K | 0.08% | +809+9.4% | Added |
| Harbour Investments, Inc. | 9,485 | $745.0K | 0.04% | −11,506−54.8% | Reduced |
| Wetherby Asset Management Inc | 9,492 | $745.0K | 0.04% | −486−4.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,482 | $745.0K | 0.33% | +135+1.4% | Added |
| Waters Parkerson & Co., LLC | 9,512 | $747.0K | 0.04% | −11,068−53.8% | Reduced |
| SPC Financial, Inc. | 9,542 | $750.0K | 0.08% | +234+2.5% | Added |
| ICW Investment Advisors LLC | 9,611 | $755.0K | 0.42% | +395+4.3% | Added |
| Csenge Advisory Group | 10,227 | $758.0K | 0.07% | −960−8.6% | Reduced |
| Toroso Investments, LLC | 9,656 | $759.0K | 0.02% | +1,570+19.4% | Added |
| Bessemer Group Inc | 9,656 | $760.0K | 0.00% | −6,297−39.5% | Reduced |
| Arete Wealth Advisors, LLC | 9,691 | $760.0K | 0.06% | +486+5.3% | Added |
| LVW Advisors, LLC | 9,683 | $761.0K | 0.13% | −1,075−10.0% | Reduced |
| Ninepoint Partners LP | 9,689 | $761.0K | 0.28% | +604+6.6% | Added |
| Stokes Family Office, LLC | 9,746 | $766.0K | 0.10% | +724+8.0% | Added |
| Kepos Capital LP | 9,770 | $768.0K | 0.06% | +7,410+314.0% | Added |
| Raleigh Capital Management Inc. | 9,785 | $769.0K | 0.79% | +9,785 | New |
| Prudent Man Advisors, LLC | 9,821 | $772.0K | 0.29% | −1,514−13.4% | Reduced |
| ACG Wealth | 9,840 | $773.0K | 0.11% | +685+7.5% | Added |
| VeraBank, N.A. | 9,962 | $782.0K | 0.40% | 00.0% | Unchanged |
| Vestcor Inc | 9,979 | $784.0K | 0.03% | −1,908−16.1% | Reduced |
| ELCO Management Co., LLC | 10,038 | $789.0K | 0.56% | −920−8.4% | Reduced |
| Bryn Mawr Trust Co | 10,055 | $790.0K | 0.03% | −410−3.9% | Reduced |
| Marino, Stram & Associates LLC | 10,213 | $802.0K | 0.25% | +435+4.4% | Added |
| Sunbelt Securities, Inc. | 9,998 | $803.0K | 0.13% | −1,477−12.9% | Reduced |
| Fruth Investment Management | 10,275 | $807.0K | 0.22% | −265−2.5% | Reduced |
| Evermay Wealth Management LLC | 10,269 | $807.0K | 0.14% | −120−1.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,319 | $811.0K | 0.35% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 10,348 | $813.0K | 0.27% | −517−4.8% | Reduced |
| Marks Group Wealth Management, Inc | 10,400 | $816.0K | 0.10% | +2,723+35.5% | Added |
| BCGM Wealth Management, LLC | 10,408 | $818.0K | 0.44% | +428+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 10,418 | $819.0K | 0.03% | −1,792−14.7% | Reduced |
| Front Row Advisors LLC | 10,427 | $819.0K | 0.31% | +1,157+12.5% | Added |
| Ridgewood Investments LLC | 10,443 | $820.0K | 0.52% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,486 | $824.0K | 0.13% | +9,889+1,656.4% | Added |
| Nations Financial Group Inc, | 10,502 | $825.0K | 0.11% | +375+3.7% | Added |
| Terry L. Blaker | 10,525 | $827.0K | 0.06% | −1,822−14.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 10,616 | $828.0K | 0.09% | −7,138−40.2% | Reduced |
| Castleview Partners, LLC | 65,126 | $829.0K | 0.01% | +65,126 | New |
| Kalos Management, Inc. | 11,150 | $831.0K | 0.23% | +631+6.0% | Added |
| Tdam USA Inc. | 10,618 | $834.0K | 0.05% | +314+3.0% | Added |
| Ameritas Investment Partners, Inc. | 10,673 | $838.0K | 0.03% | −270−2.5% | Reduced |
| Wealth Alliance | 10,696 | $840.0K | 0.17% | −421−3.8% | Reduced |
| Klingenstein Fields & Co LP | 10,740 | $844.0K | 0.03% | −376−3.4% | Reduced |
| Financial Advocates Investment Management | 10,802 | $848.0K | 0.06% | +365+3.5% | Added |
| Gyon Technologies Capital Management, LP | 10,801 | $849.0K | 0.16% | +10,801 | New |
| Apollon Wealth Management, LLC | 10,850 | $852.0K | 0.07% | +5,769+113.5% | Added |
| Quantitative Investment Management, LLC | 10,846 | $852.0K | 0.12% | +10,846 | New |
| Madison Wealth Management | 10,898 | $856.0K | 0.17% | −221−2.0% | Reduced |
| Parcion Private Wealth LLC | 10,863 | $860.0K | 0.08% | −167−1.5% | Reduced |
| Dearborn Partners LLC | 11,047 | $868.0K | 0.03% | −13−0.1% | Reduced |
| First Command Bank | 11,933 | $871.0K | 0.15% | 00.0% | Unchanged |
| Bank of Hawaii | 11,118 | $873.0K | 0.05% | −637−5.4% | Reduced |
| Heritage Investors Management Corp | 11,122 | $874.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,263 | $885.0K | 0.06% | +3,715+49.2% | Added |
| Leavell Investment Management, Inc. | 11,322 | $889.0K | 0.06% | −525−4.4% | Reduced |
| Maryland Capital Management | 11,340 | $891.0K | 0.05% | +118+1.1% | Added |
| Frontier Wealth Management LLC | 11,355 | $892.0K | 0.06% | −168−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 11,383 | $894.0K | 0.03% | −593−5.0% | Reduced |
| Brown Miller Wealth Management, LLC | 11,395 | $895.0K | 0.51% | −1,162−9.3% | Reduced |
| New Millennium Group LLC | 11,552 | $908.0K | 0.69% | +11,552 | New |
| Chesley Taft & Associates LLC | 11,592 | $911.0K | 0.05% | 00.0% | Unchanged |