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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 3,617 | $284.0K | 0.05% | −27−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,612 | $284.0K | 0.08% | +20+0.6% | Added |
| Pitcairn Co | 3,589 | $282.0K | 0.02% | −207−5.5% | Reduced |
| Keeler Thomas Management LLC | 3,600 | $282.0K | 0.12% | −114−3.1% | Reduced |
| Bath Savings Trust Co | 3,578 | $281.0K | 0.03% | −30−0.8% | Reduced |
| Westhampton Capital, LLC | 3,577 | $281.0K | 0.17% | 00.0% | Unchanged |
| Inverness Counsel LLC | 3,572 | $281.0K | 0.01% | +405+12.8% | Added |
| King Luther Capital Management Corp | 3,570 | $280.0K | 0.00% | −144−3.9% | Reduced |
| Widmann Financial Services, Inc. | 3,574 | $280.0K | 0.23% | +3,574 | New |
| Berkshire Asset Management LLC | 3,546 | $279.0K | 0.02% | +482+15.7% | Added |
| MAI Capital Management | 3,552 | $279.0K | 0.00% | +584+19.7% | Added |
| Birmingham Capital Management Co Inc | 3,545 | $278.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,506 | $275.0K | 0.01% | −42−1.2% | Reduced |
| Oakworth Capital, Inc. | 3,497 | $275.0K | 0.02% | +1,103+46.1% | Added |
| Thoroughbred Financial Services, LLC | 3,493 | $274.0K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,486 | $274.0K | 0.16% | +3,486 | New |
| Benchmark Wealth Management, LLC | 3,474 | $273.0K | 0.18% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,480 | $273.0K | 0.00% | +390+12.6% | Added |
| Meiji Yasuda Life Insurance Co | 3,477 | $273.0K | 0.00% | +3,477 | New |
| Baystate Wealth Management LLC | 3,443 | $271.0K | 0.02% | +3,432+31,200.0% | Added |
| Eudaimonia Advisors LLC | 3,435 | $270.0K | 0.16% | +3,435 | New |
| Alpha Paradigm Partners, LLC | 3,421 | $269.0K | 0.11% | +3,421 | New |
| Stone Run Capital, LLC | 3,410 | $268.0K | 0.09% | −90−2.6% | Reduced |
| Putnam Investments LLC | 3,413 | $268.0K | 0.00% | −18−0.5% | Reduced |
| Baldwin Investment Management, LLC | 3,400 | $267.0K | 0.07% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,394 | $267.0K | 0.03% | +44+1.3% | Added |
| Rede Wealth, LLC | 3,382 | $266.0K | 0.13% | −24−0.7% | Reduced |
| Modera Wealth Management, LLC | 3,393 | $266.0K | 0.01% | +106+3.2% | Added |
| Hunter Associates Investment Management LLC | 3,378 | $265.0K | 0.08% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 3,371 | $265.0K | 0.18% | −3−0.1% | Reduced |
| Monarch Capital Management Inc | 3,354 | $263.0K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,354 | $263.0K | 0.03% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,353 | $263.0K | 0.22% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $263.0K | 0.11% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,352 | $263.0K | 0.11% | +5+0.1% | Added |
| WealthShield Partners, LLC | 3,349 | $263.0K | 0.04% | +3,349 | New |
| Firethorn Wealth Partners, LLC | 3,345 | $263.0K | 0.20% | +3,345 | New |
| Red Wave Investments LLC | 3,333 | $262.0K | 0.09% | +19+0.6% | Added |
| Morris Financial Concepts, Inc. | 3,321 | $261.0K | 0.22% | +3,321 | New |
| Farmers National Bank | 3,322 | $261.0K | 0.09% | −207−5.9% | Reduced |
| Barnett & Company, Inc. | 3,310 | $260.0K | 0.18% | +85+2.6% | Added |
| Roberts Glore & Co Inc | 3,303 | $259.0K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,300 | $259.0K | 0.03% | +347+11.8% | Added |
| Cape Cod Five Cents Savings Bank | 3,284 | $258.0K | 0.02% | −302−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 3,302 | $258.0K | 0.00% | 00.0% | Unchanged |
| NTB Financial Corp | 3,289 | $258.0K | 0.18% | +3,289 | New |
| McKinley Carter Wealth Services, Inc. | 3,262 | $256.0K | 0.02% | −560−14.7% | Reduced |
| Tandem Investment Advisors, Inc. | 3,265 | $256.0K | 0.02% | +3,265 | New |
| Symmetry Partners, LLC | 3,249 | $255.0K | 0.02% | −3,243−50.0% | Reduced |
| Aries Wealth Management | 3,233 | $254.0K | 0.10% | −140−4.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $254.0K | 0.14% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,210 | $252.0K | 0.02% | −894−21.8% | Reduced |
| True Link Financial Advisors, LLC | – | $252.0K | 0.03% | – | – |
| ERTS Wealth Advisors, LLC | 3,179 | $251.0K | 0.06% | −198−5.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,194 | $251.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,189 | $251.0K | 0.13% | +5+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,201 | $251.0K | 0.05% | +3,201 | New |
| American State Bank (Iowa) | 3,176 | $249.5K | 0.17% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,161 | $248.0K | 0.04% | +77+2.5% | Added |
| MTM Investment Management, LLC | 3,140 | $247.0K | 0.12% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,125 | $247.0K | 0.08% | +68+2.2% | Added |
| Concord Wealth Partners | 3,141 | $247.0K | 0.06% | +1,753+126.3% | Added |
| Diversified Trust Co | 3,120 | $245.0K | 0.01% | −417−11.8% | Reduced |
| Fieldpoint Private Securities, LLC | 3,119 | $245.0K | 0.05% | −107−3.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,114 | $245.0K | 0.12% | +26+0.8% | Added |
| Crescent Grove Advisors, LLC | 3,117 | $245.0K | 0.02% | +87+2.9% | Added |
| Childress Capital Advisors, LLC | 3,121 | $245.0K | 0.10% | +96+3.2% | Added |
| MQS Management LLC | 3,123 | $245.0K | 0.39% | +3,123 | New |
| Valley Brook Capital Group | 3,115 | $244.0K | 0.21% | −200−6.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,100 | $244.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $243.0K | 0.06% | −11−0.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,087 | $243.0K | 0.02% | +3,087 | New |
| Curran Financial Partners, LLC | 3,085 | $242.0K | 0.10% | −167−5.1% | Reduced |
| Iowa State Bank | 3,067 | $241.0K | 0.06% | −2,720−47.0% | Reduced |
| Accurate Wealth Management, LLC | 3,137 | $241.0K | 0.20% | +125+4.2% | Added |
| EP Wealth Advisors, LLC | 3,052 | $240.0K | 0.01% | −10−0.3% | Reduced |
| Beaumont Financial Partners, LLC | 3,036 | $239.0K | 0.02% | +53+1.8% | Added |
| Nwam LLC | 3,048 | $239.0K | 0.02% | +103+3.5% | Added |
| Pennsylvania Capital Management Inc | 3,031 | $238.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,035 | $238.0K | 0.04% | +129+4.4% | Added |
| TTP Investments, Inc. | 3,019 | $237.0K | 0.18% | +3,019 | New |
| Valley National Advisers Inc | 3,010 | $236.0K | 0.04% | −891−22.8% | Reduced |
| Brightworth | 3,001 | $236.0K | 0.02% | +3,001 | New |
| Lantz Financial LLC | 3,008 | $236.0K | 0.11% | +3,008 | New |
| Barrett Asset Management, LLC | 2,986 | $235.0K | 0.01% | +36+1.2% | Added |
| Miramar Capital, LLC | 2,985 | $235.0K | 0.08% | +2,985 | New |
| Two Sigma Securities, LLC | 2,973 | $234.0K | 0.05% | −12,020−80.2% | Reduced |
| Patton Albertson Miller Group, LLC | 2,976 | $234.0K | 0.04% | −1,618−35.2% | Reduced |
| Somerset Trust Co | 2,983 | $234.0K | 0.09% | +2,983 | New |
| Bridgeworth, LLC | 2,961 | $233.0K | 0.05% | −406−12.1% | Reduced |
| Eads & Heald Wealth Management | 2,964 | $233.0K | 0.10% | −385−11.5% | Reduced |
| McCollum Christoferson Group LLC | 2,970 | $233.0K | 0.05% | −40−1.3% | Reduced |
| SFMG, LLC | 2,970 | $233.0K | 0.02% | +2,970 | New |
| Hall Laurie J Trustee | 2,961 | $232.0K | 0.08% | −484−14.0% | Reduced |
| Bedel Financial Consulting, Inc. | 2,955 | $232.0K | 0.07% | +10+0.3% | Added |
| American Trust | 2,960 | $232.0K | 0.02% | +2,960 | New |
| Fortitude Advisory Group L.L.C. | 2,948 | $232.0K | 0.12% | +2,948 | New |
| LexAurum Advisors, LLC | 2,943 | $231.0K | 0.08% | −953−24.5% | Reduced |
| Van Cleef Asset Management,Inc | 2,942 | $231.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,930 | $230.0K | 0.01% | −70−2.3% | Reduced |