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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 6,075 | $477.0K | 0.15% | +5,429+840.4% | Added |
| Cim Investment Mangement Inc | 6,038 | $474.0K | 0.14% | −119−1.9% | Reduced |
| Curbstone Financial Management Corp | 5,950 | $467.0K | 0.08% | −100−1.7% | Reduced |
| Girard Partners Ltd. | 5,922 | $465.0K | 0.05% | −1,794−23.3% | Reduced |
| Capital Investment Counsel, Inc | 5,887 | $462.0K | 0.09% | −250−4.1% | Reduced |
| 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 |
| Fiduciary Group LLC | 5,849 | $459.0K | 0.05% | +172+3.0% | Added |
| 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 |
| Ropes Wealth Advisors LLC | 5,812 | $457.0K | 0.08% | −9,699−62.5% | Reduced |
| Fulcrum Equity Management | 5,809 | $456.0K | 0.17% | +47+0.8% | Added |
| 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 |
| 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 |
| 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 |
| Birchcreek Wealth Management, LLC | 5,751 | $452.0K | 0.39% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,736 | $451.0K | 0.01% | +514+9.8% | Added |
| Tradewinds, LLC. | 9,578 | $450.2K | 0.53% | +9,578 | New |
| Flputnam Investment Management Co | 5,734 | $450.0K | 0.01% | −457−7.4% | Reduced |
| Keystone Financial Group | 5,709 | $448.0K | 0.07% | −13−0.2% | Reduced |
| 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 |
| Chicago Capital, LLC | 5,634 | $443.0K | 0.02% | −100−1.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $443.0K | 0.04% | – | – |
| Dowling & Yahnke LLC | 5,622 | $442.0K | 0.02% | −36−0.6% | Reduced |
| 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 |
| 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 |
| Aull & Monroe Investment Management Corp | 5,590 | $439.0K | 0.20% | −229−3.9% | Reduced |
| Spinnaker Trust | 5,575 | $438.0K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,563 | $437.0K | 0.00% | −492−8.1% | Reduced |
| 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 |
| Parsec Financial Management, Inc. | 5,523 | $434.0K | 0.02% | +300+5.7% | Added |
| Private Trust Co NA | 5,498 | $432.0K | 0.06% | −1,987−26.5% | Reduced |
| Investment House LLC | 5,484 | $431.0K | 0.03% | 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 |
| Dividend Assets Capital, LLC | 5,424 | $426.0K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,413 | $425.0K | 0.09% | +376+7.5% | Added |
| Change Path, LLC | 5,384 | $423.0K | 0.02% | −201−3.6% | Reduced |
| Osborne Partners Capital Management, LLC | 5,344 | $420.0K | 0.03% | −431−7.5% | Reduced |
| Old North State Wealth Management, LLC | 5,321 | $418.2K | 0.42% | +5,321 | New |
| 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 |
| North Star Investment Management Corp. | 5,297 | $416.0K | 0.03% | +336+6.8% | Added |
| MKT Advisors LLC | 5,358 | $415.0K | 0.33% | +5,358 | New |
| 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 |
| Westshore Wealth, LLC | 5,200 | $409.0K | 0.28% | −300−5.5% | Reduced |
| 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 |
| Marotta Asset Management | 5,175 | $406.5K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,168 | $405.0K | 0.16% | +10.0% | Added |
| 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 |
| Physicians Financial Services, Inc. | 5,118 | $402.0K | 0.15% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,093 | $400.0K | 0.14% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,085 | $399.0K | 0.10% | −4,156−45.0% | Reduced |
| Mairs & Power Inc | 5,064 | $398.0K | 0.00% | +432+9.3% | Added |
| Principal Street Partners, LLC | 5,049 | $397.0K | 0.10% | −265−5.0% | Reduced |
| 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 |
| Coastline Trust Co | 5,030 | $395.0K | 0.05% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,025 | $395.0K | 0.03% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,016 | $394.0K | 0.25% | +16+0.3% | Added |
| 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 |
| 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 |
| Allworth Financial LP | 4,979 | $391.0K | 0.01% | −249−4.8% | Reduced |
| 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 |
| 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 |
| Dorsey & Whitney Trust CO LLC | 4,931 | $387.0K | 0.03% | −231−4.5% | Reduced |
| Wealthsource Partners, LLC | 4,913 | $386.0K | 0.03% | −579−10.5% | Reduced |
| Independent Financial Group, LLC | 4,905 | $385.3K | 0.03% | −2,414−33.0% | Reduced |
| CRA Financial Services, LLC | 4,904 | $385.0K | 0.11% | −1,225−20.0% | Reduced |
| Northstar Group, Inc. | 4,911 | $385.0K | 0.09% | −1,209−19.8% | Reduced |
| Elmwood Wealth Management, Inc. | 4,899 | $385.0K | 0.18% | +4,899 | New |
| 4J Wealth Management LLC | 4,883 | $384.0K | 0.32% | −273−5.3% | Reduced |
| Partners in Financial Planning | 4,851 | $383.6K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,877 | $383.0K | 0.04% | −150−3.0% | Reduced |
| Aspiriant, LLC | 4,858 | $382.0K | 0.02% | +105+2.2% | Added |
| Sagefield Capital LP | 4,860 | $382.0K | 0.18% | +4,860 | New |
| Stiles Financial Services Inc | 4,861 | $382.0K | 0.18% | +4,861 | New |
| Coldstream Capital Management Inc | 4,850 | $381.0K | 0.01% | +4,850 | New |
| Polar Asset Management Partners Inc. | 4,855 | $381.0K | 0.00% | +4,855 | New |
| Kinloch Capital, LLC | 4,843 | $380.0K | 0.24% | −99−2.0% | Reduced |