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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,839 | $380.0K | 0.11% | +752+18.4% | Added |
| Minot Wealth Management LLC | 4,819 | $379.0K | 0.07% | +7+0.1% | Added |
| First Commonwealth Financial Corp | 4,801 | $377.0K | 0.12% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,782 | $376.0K | 0.02% | +740+18.3% | Added |
| Lido Advisors, LLC | 4,783 | $375.0K | 0.01% | −632−11.7% | Reduced |
| Cypress Asset Management Inc | 4,775 | $375.0K | 0.09% | −180−3.6% | Reduced |
| Middleton & Co Inc | 4,758 | $374.0K | 0.04% | 00.0% | Unchanged |
| SFE Investment Counsel | 4,730 | $372.0K | 0.10% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,706 | $369.0K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,682 | $368.0K | 0.01% | −176−3.6% | Reduced |
| Charter Research & Investment Group, Inc. | 4,675 | $367.0K | 0.29% | +90+2.0% | Added |
| Ashfield Capital Partners, LLC | 4,666 | $367.0K | 0.02% | +420+9.9% | Added |
| Nadler Financial Group, Inc. | 4,648 | $365.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,651 | $365.0K | 0.07% | +682+17.2% | Added |
| Waldron Private Wealth LLC | 4,633 | $363.0K | 0.02% | −5−0.1% | Reduced |
| Cadence Bank NA | 4,607 | $362.0K | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,610 | $362.0K | 0.03% | +414+9.9% | Added |
| Quadrant Capital Group LLC | 4,589 | $361.0K | 0.04% | +2,555+125.6% | Added |
| NewEdge Wealth, LLC | 4,585 | $360.0K | 0.02% | +1,778+63.3% | Added |
| Deseret Mutual Benefit Administrators | 4,569 | $359.0K | 0.06% | +434+10.5% | Added |
| Ergoteles LLC | 4,573 | $359.0K | 0.01% | +4,573 | New |
| Western Wealth Management, LLC | 4,542 | $359.0K | 0.04% | +4,542 | New |
| GDS Wealth Management | 4,569 | $359.0K | 0.08% | +4,569 | New |
| Probity Advisors, Inc. | 4,524 | $355.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,520 | $355.0K | 0.02% | +4,520 | New |
| Webster Bank, N. A. | 4,504 | $354.0K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,502 | $354.0K | 0.03% | +197+4.6% | Added |
| Rollins Financial | 4,494 | $353.0K | 0.10% | +4,494 | New |
| McMillion Capital Management Inc | 4,482 | $352.0K | 0.19% | +550+14.0% | Added |
| Alpha Cubed Investments, LLC | 4,481 | $352.0K | 0.02% | +700+18.5% | Added |
| Evolution Advisers, Inc. | 4,437 | $348.0K | 0.26% | +4,437 | New |
| Allegheny Financial Group LTD | 4,413 | $347.0K | 0.14% | +12+0.3% | Added |
| Kore Private Wealth LLC | 4,417 | $347.0K | 0.04% | +51+1.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $346.0K | 0.24% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,387 | $345.0K | 0.20% | −507−10.4% | Reduced |
| GM Advisory Group, Inc. | 4,383 | $344.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,375 | $344.0K | 0.01% | +4,375 | New |
| HGK Asset Management Inc | 4,351 | $342.0K | 0.11% | −61,495−93.4% | Reduced |
| Parallel Advisors, LLC | 4,350 | $342.0K | 0.01% | −536−11.0% | Reduced |
| WealthTrust Axiom LLC | 4,360 | $342.0K | 0.11% | +300+7.4% | Added |
| Sadoff Investment Management LLC | 4,339 | $341.0K | 0.02% | −161−3.6% | Reduced |
| Washington Trust Bank | 4,326 | $340.0K | 0.03% | −405−8.6% | Reduced |
| Powers Advisory Group, LLC | 4,313 | $339.0K | 0.24% | +4,313 | New |
| BKD Wealth Advisors, LLC | 4,301 | $338.0K | 0.01% | +559+14.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,275 | $336.0K | 0.03% | −3,389−44.2% | Reduced |
| LCNB Corp | 4,263 | $335.0K | 0.15% | +500+13.3% | Added |
| Ipswich Investment Management Co., Inc. | 4,255 | $334.0K | 0.08% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,246 | $334.0K | 0.05% | +195+4.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,251 | $334.0K | 0.30% | +4,251 | New |
| Northcape Wealth Management, LLC | 4,244 | $333.0K | 0.11% | +4,244 | New |
| Exane Derivatives | 4,173 | $327.8K | 0.08% | +648+18.4% | Added |
| DuPont Capital Management Corp | 4,147 | $326.0K | 0.01% | −16,042−79.5% | Reduced |
| Fort Point Capital Partners LLC | 4,130 | $324.0K | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,079 | $324.0K | 0.01% | +930+29.5% | Added |
| Camden National Bank | 4,099 | $322.0K | 0.06% | 00.0% | Unchanged |
| DMG Group, LLC | 4,112 | $321.0K | 0.28% | +4,112 | New |
| Successful Portfolios LLC | 4,075 | $320.0K | 0.17% | +73+1.8% | Added |
| Great Valley Advisor Group, Inc. | 4,087 | $319.0K | 0.02% | −639−13.5% | Reduced |
| Orleans Capital Management Corp | 4,064 | $319.0K | 0.18% | +109+2.8% | Added |
| Fagan Associates, Inc. | 4,018 | $316.0K | 0.06% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,012 | $315.0K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,994 | $314.0K | 0.22% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,981 | $313.0K | 0.09% | +104+2.7% | Added |
| Altavista Wealth Management, Inc. | 3,977 | $312.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,945 | $312.0K | 0.41% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,968 | $312.0K | 0.04% | +3,968 | New |
| Adirondack Trust Co | 3,939 | $310.0K | 0.15% | −135−3.3% | Reduced |
| Phoenix Wealth Advisors | 3,931 | $309.0K | 0.23% | −896−18.6% | Reduced |
| HBW Advisory Services LLC | 3,930 | $309.0K | 0.07% | −399−9.2% | Reduced |
| Johnson Financial Group, Inc. | 3,924 | $308.0K | 0.02% | +65+1.7% | Added |
| Mitchell Sinkler & Starr | 3,924 | $308.0K | 0.09% | +500+14.6% | Added |
| Courier Capital LLC | 3,903 | $307.0K | 0.03% | −31−0.8% | Reduced |
| Austin Private Wealth, LLC | 3,909 | $307.0K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,896 | $306.0K | 0.06% | +109+2.9% | Added |
| Midwest Professional Planners, LTD. | 3,897 | $306.0K | 0.15% | +134+3.6% | Added |
| Signature Estate & Investment Advisors LLC | 3,894 | $306.0K | 0.01% | +3,894 | New |
| Cordasco Financial Network | 3,881 | $305.0K | 0.19% | −57−1.4% | Reduced |
| DAGCO, Inc. | 3,866 | $304.0K | 0.12% | −200−4.9% | Reduced |
| Gilman Hill Asset Management, LLC | 3,834 | $301.0K | 0.07% | +71+1.9% | Added |
| Wade G W & Inc | 3,802 | $299.0K | 0.01% | −104−2.7% | Reduced |
| Santori & Peters | 3,806 | $299.0K | 0.16% | +29+0.8% | Added |
| Equitable Trust Co | 3,799 | $298.0K | 0.02% | −257−6.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,763 | $296.0K | 0.13% | +40+1.1% | Added |
| CAPROCK Group, Inc. | 3,774 | $296.0K | 0.02% | +689+22.3% | Added |
| Pittenger & Anderson Inc | 3,750 | $295.0K | 0.01% | −184−4.7% | Reduced |
| Garner Asset Management Corp | 3,760 | $295.0K | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 3,755 | $295.0K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,744 | $294.0K | 0.13% | +4+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 3,735 | $293.0K | 0.06% | +101+2.8% | Added |
| Sterling Investment Counsel, LLC | 3,730 | $293.0K | 0.20% | +3,730 | New |
| Edge Capital Group, LLC | 3,688 | $290.0K | 0.02% | −393−9.6% | Reduced |
| Continuum Advisory, LLC | 3,691 | $290.0K | 0.07% | −45−1.2% | Reduced |
| Trustmark National Bank Trust Department | 3,697 | $290.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,660 | $288.0K | 0.12% | +3,660 | New |
| Camden Capital, LLC | 3,648 | $287.0K | 0.06% | −344−8.6% | Reduced |
| GSB Wealth Management, LLC | 3,650 | $287.0K | 0.08% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,639 | $286.0K | 0.08% | +295+8.8% | Added |
| Syntax Advisors, LLC | 3,639 | $286.0K | 0.21% | +3,639 | New |
| Fiducient Advisors LLC | 3,631 | $285.0K | 0.09% | 00.0% | Unchanged |
| Sciencast Management LP | 3,600 | $284.0K | 0.05% | −30,687−89.5% | Reduced |