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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 11,600 | $912.0K | 0.00% | +11,600 | New |
| Arrow Financial Corp | 11,656 | $915.0K | 0.11% | −389−3.2% | Reduced |
| Canal Capital Management, LLC | 11,652 | $915.0K | 0.22% | +1,700+17.1% | Added |
| Reuter James Wealth Management, LLC | 11,664 | $916.0K | 0.35% | +11,664 | New |
| Abacus Planning Group, Inc. | 11,729 | $921.0K | 0.25% | +5,652+93.0% | Added |
| Vident Investment Advisory, LLC | 11,781 | $925.0K | 0.02% | −1,110−8.6% | Reduced |
| Lincoln National Corp | 11,785 | $926.0K | 0.02% | +1,158+10.9% | Added |
| Welch Group, LLC | 11,815 | $928.0K | 0.05% | 00.0% | Unchanged |
| Boltwood Capital Management | 11,827 | $929.0K | 0.34% | −100−0.8% | Reduced |
| Camelot Portfolios, LLC | 11,820 | $929.0K | 0.37% | +2,216+23.1% | Added |
| Cambridge Trust Co | 11,848 | $931.0K | 0.03% | +3,637+44.3% | Added |
| Blueshift Asset Management, LLC | 12,085 | $949.0K | 0.08% | +2,791+30.0% | Added |
| ARGI Investment Services, LLC | 12,088 | $950.0K | 0.03% | +640+5.6% | Added |
| Whittier Trust Co | 12,123 | $952.0K | 0.02% | +1,021+9.2% | Added |
| Ti-Trust, Inc | 12,129 | $953.0K | 0.85% | +12,129 | New |
| Cornerstone Advisory, LLC | 12,148 | $954.0K | 0.14% | −398−3.2% | Reduced |
| United Bank | 12,156 | $955.0K | 0.12% | −136−1.1% | Reduced |
| Jones Financial Companies LLLP | 12,179 | $957.0K | 0.00% | +1,101+9.9% | Added |
| Stableford Capital II LLC | 12,208 | $958.0K | 0.40% | +1,927+18.7% | Added |
| Alan B. Lancz & Associates, Inc. | 12,216 | $960.0K | 0.84% | +12,216 | New |
| Chiron Capital Management, LLC | 12,338 | $969.0K | 0.70% | −200−1.6% | Reduced |
| Azimuth Capital Management LLC | 12,367 | $972.0K | 0.04% | +350+2.9% | Added |
| Smithfield Trust Co | 12,407 | $976.0K | 0.06% | −1,100−8.1% | Reduced |
| Penn Mutual Asset Management, LLC | 12,426 | $976.0K | 1.05% | +10.0% | Added |
| Ziegler Capital Management, LLC | 12,537 | $985.0K | 0.04% | +1,219+10.8% | Added |
| Chicago Trust Co NA | 12,694 | $998.0K | 0.20% | +911+7.7% | Added |
| Jacobi Capital Management LLC | 12,879 | $1.01M | 0.12% | +662+5.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 12,900 | $1.01M | 0.33% | +12,900 | New |
| Sovereign Financial Group, Inc. | 12,972 | $1.02M | 0.42% | −497−3.7% | Reduced |
| Paradigm Financial Partners, LLC | 12,983 | $1.02M | 0.21% | −245−1.9% | Reduced |
| Campbell Wealth Management | 12,980 | $1.02M | 0.12% | +1,639+14.5% | Added |
| Hanson & Doremus Investment Management | 13,075 | $1.03M | 0.22% | −395−2.9% | Reduced |
| Salem Investment Counselors Inc | 13,286 | $1.04M | 0.04% | +2,076+18.5% | Added |
| Intrua Financial, LLC | 13,307 | $1.04M | 0.18% | −210−1.6% | Reduced |
| IBM Retirement Fund | 13,406 | $1.05M | 0.13% | −9,373−41.1% | Reduced |
| Fiduciary Trust Co | 13,492 | $1.06M | 0.02% | +1,103+8.9% | Added |
| Illinois Municipal Retirement Fund | 13,491 | $1.06M | 0.03% | +3,629+36.8% | Added |
| HBK Sorce Advisory LLC | 13,504 | $1.06M | 0.05% | −633−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,511 | $1.06M | 0.11% | +1,286+10.5% | Added |
| First Hawaiian Bank | 13,510 | $1.06M | 0.03% | +7,587+128.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,664 | $1.07M | 0.05% | −1,101−7.5% | Reduced |
| Grove Bank & Trust | 13,683 | $1.07M | 0.21% | +115+0.8% | Added |
| Burney Co | 13,679 | $1.07M | 0.05% | +1,425+11.6% | Added |
| Plimoth Trust Co LLC | 13,715 | $1.08M | 0.27% | −212−1.5% | Reduced |
| Park National Corp | 13,715 | $1.08M | 0.04% | −11−0.1% | Reduced |
| Salvus Wealth Management, LLC | 13,735 | $1.08M | 0.79% | +79+0.6% | Added |
| Empirical Finance, LLC | 13,845 | $1.09M | 0.13% | +3,728+36.8% | Added |
| Resources Management Corp | 13,897 | $1.09M | 0.14% | 00.0% | Unchanged |
| CNB Bank | 14,012 | $1.10M | 0.60% | −76−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 14,220 | $1.12M | 0.06% | −1,375−8.8% | Reduced |
| Boenning & Scattergood, Inc. | 14,254 | $1.12M | 0.18% | −526−3.6% | Reduced |
| Lazard Asset Management LLC | 14,298 | $1.12M | 0.00% | −430−2.9% | Reduced |
| Holderness Investments Co | 14,337 | $1.13M | 0.33% | −689−4.6% | Reduced |
| Veriti Management LLC | 14,349 | $1.13M | 0.15% | −58−0.4% | Reduced |
| Meridian Financial Partners LLC | 14,450 | $1.14M | 0.77% | −1,413−8.9% | Reduced |
| Wealthcare Advisory Partners LLC | 14,556 | $1.14M | 0.07% | −791−5.2% | Reduced |
| TCI Wealth Advisors, Inc. | 14,585 | $1.15M | 0.17% | −445−3.0% | Reduced |
| Meridian Wealth Management, LLC | 14,606 | $1.15M | 0.12% | +485+3.4% | Added |
| Kovack Advisors, Inc. | 14,764 | $1.16M | 0.11% | −128−0.9% | Reduced |
| Good Life Advisors, LLC | 14,762 | $1.16M | 0.14% | +655+4.6% | Added |
| First Command Financial Services, Inc. | 14,801 | $1.16M | 0.17% | +2,868+24.0% | Added |
| Verdence Capital Advisors LLC | 14,908 | $1.17M | 0.14% | +341+2.3% | Added |
| Advisory Services Network, LLC | 14,997 | $1.18M | 0.03% | +1,917+14.7% | Added |
| Patten & Patten Inc | 15,026 | $1.18M | 0.08% | −353−2.3% | Reduced |
| FineMark National Bank & Trust | 15,059 | $1.18M | 0.05% | −434−2.8% | Reduced |
| Cerity Partners LLC | 15,103 | $1.19M | 0.02% | +2,010+15.4% | Added |
| Sheets Smith Wealth Management | 15,169 | $1.19M | 0.15% | +1,502+11.0% | Added |
| Wealthspire Advisors, LLC | 15,180 | $1.19M | 0.03% | +3,374+28.6% | Added |
| Joel Isaacson & Co., LLC | 15,212 | $1.20M | 0.08% | +40+0.3% | Added |
| Los Angeles Capital Management LLC | 15,351 | $1.21M | 0.00% | −7,009−31.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,345 | $1.21M | 0.04% | −565−3.6% | Reduced |
| Venture Visionary Partners LLC | 15,527 | $1.21M | 0.08% | −808−4.9% | Reduced |
| PBMares Wealth Management LLC | 15,444 | $1.21M | 0.51% | −293−1.9% | Reduced |
| Tower Bridge Advisors | 15,443 | $1.21M | 0.07% | −1,000−6.1% | Reduced |
| Argent Advisors, Inc. | 15,688 | $1.23M | 0.66% | +1,809+13.0% | Added |
| Blue Edge Capital, LLC | 15,700 | $1.23M | 0.24% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,781 | $1.24M | 0.50% | −788−4.8% | Reduced |
| First Citizens Bank & Trust Co | 15,813 | $1.24M | 0.05% | −1,348−7.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 15,924 | $1.25M | 0.39% | −75−0.5% | Reduced |
| Old Port Advisors | 15,833 | $1.25M | 0.42% | +824+5.5% | Added |
| Rodgers Brothers Inc. | 16,090 | $1.26M | 0.22% | −1,100−6.4% | Reduced |
| Fort Pitt Capital Group, LLC | 16,193 | $1.27M | 0.05% | +6,091+60.3% | Added |
| Liberty One Investment Management, LLC | 16,224 | $1.27M | 0.19% | +1,270+8.5% | Added |
| Ategra Capital Management, LLC | 16,238 | $1.28M | 0.58% | −362−2.2% | Reduced |
| MEMBERS Trust Co | 16,272 | $1.28M | 0.04% | −1,163−6.7% | Reduced |
| Belpointe Asset Management LLC | 16,326 | $1.28M | 0.08% | −681−4.0% | Reduced |
| Haverford Trust Co | 16,345 | $1.28M | 0.01% | +601+3.8% | Added |
| JustInvest LLC | 16,507 | $1.30M | 0.08% | +6,577+66.2% | Added |
| Axxcess Wealth Management, LLC | 16,514 | $1.30M | 0.10% | +16,514 | New |
| Tokio Marine Asset Management Co Ltd | 16,553 | $1.30M | 0.10% | +232+1.4% | Added |
| NTV Asset Management LLC | 16,587 | $1.30M | 0.22% | −2,101−11.2% | Reduced |
| American Portfolios Advisors | 16,681 | $1.31M | 0.04% | +886+5.6% | Added |
| Excalibur Management Corp | 16,710 | $1.31M | 0.53% | +540+3.3% | Added |
| Meyer Handelman Co | 16,733 | $1.31M | 0.05% | +334+2.0% | Added |
| Wedbush Securities Inc | 16,821 | $1.32M | 0.06% | −827−4.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,849 | $1.32M | 0.01% | −76,853−82.0% | Reduced |
| Bull Street Advisors, LLC | 16,939 | $1.33M | 0.63% | −2,210−11.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,964 | $1.33M | 0.15% | −594−3.4% | Reduced |
| Tevis Investment Management | 17,037 | $1.33M | 1.16% | +17,037 | New |
| Cary Street Partner Investment Advisory LLC | 17,061 | $1.34M | 0.37% | +8,105+90.5% | Added |