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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.

Institutional holdersQ4 2021: 1,489 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2021: $43.6B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2021.

Institutions holding D in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
KMG Fiduciary Partners, LLC2,933$230.0K0.04%00.0%Unchanged
Capital Analysts, LLC2,925$230.0K0.01%+16+0.6%Added
Beacon Investment Advisory Services, Inc.2,914$229.0K0.01%−1,386−32.2%Reduced
Neville Rodie & Shaw Inc2,915$229.0K0.02%−50−1.7%Reduced
Cahaba Wealth Management, Inc.2,910$229.0K0.03%+2,910New
Eqis Capital Management, Inc.2,891$227.0K0.02%−184−6.0%Reduced
Douglas Lane & Associates, LLC2,888$227.0K0.00%−129−4.3%Reduced
EPG Wealth Management LLC2,885$227.0K0.08%+13+0.5%Added
Duncker Streett & Co Inc2,876$226.0K0.04%00.0%Unchanged
Smith Chas P & Associates Pa Cpas2,875$226.0K0.02%00.0%Unchanged
International Assets Investment Management, LLC2,882$226.0K0.04%+2,882New
TCWP LLC2,877$226.0K0.04%+2,877New
Columbus Macro, LLC2,863$225.0K0.08%−203−6.6%Reduced
MBE Wealth Management, LLC2,854$224.0K0.12%00.0%Unchanged
Novare Capital Management LLC2,847$224.0K0.02%+2,847New
Charles Carroll Financial Partners, LLC2,850$224.0K0.22%+2,850New
Boston Common Asset Management, LLC2,844$223.0K0.01%+2,844New
Gamco Investors, Inc. Et Al2,825$222.0K0.00%−1,000−26.1%Reduced
Monterey Private Wealth, Inc.2,831$222.0K0.11%+13+0.5%Added
Blue Barn Wealth, LLC2,828$222.0K0.15%+2,828New
Almanack Investment Partners, LLC.2,816$221.0K0.02%−4,184−59.8%Reduced
Global Trust Asset Management, LLC2,809$221.0K0.09%−85−2.9%Reduced
Advisors Capital Management, LLC2,813$221.0K0.01%−5−0.2%Reduced
Wellington Shields & Co., LLC2,798$220.0K0.04%−600−17.7%Reduced
Cabot Wealth Management Inc2,802$220.0K0.03%00.0%Unchanged
Abbot Financial Management, Inc.2,789$219.0K0.10%−804−22.4%Reduced
Ritholtz Wealth Management2,788$219.0K0.01%−133−4.6%Reduced
Intersect Capital LLC2,782$219.0K0.04%−120−4.1%Reduced
Rockland Trust Co2,785$219.0K0.01%+2,785New
Roanoke Asset Management Corp2,762$217.0K0.07%00.0%Unchanged
Verity Asset Management, Inc.2,748$216.0K0.13%+2,748New
Hillcrest Wealth Advisors - NY, LLC2,754$216.0K0.12%+2,754New
Clearbridge Investments, LLC2,743$215.0K0.00%00.0%Unchanged
Campion Asset Management LLC2,743$215.0K0.18%00.0%Unchanged
Secure Asset Management, LLC2,734$215.0K0.09%+2,734New
Sterling Investment Advisors, Ltd.2,713$213.0K0.06%−568−17.3%Reduced
Dodge & Cox2,712$213.0K0.00%+2,712New
Day & Ennis, LLC2,703$212.0K0.07%+2,703New
Laurel Wealth Advisors, Inc.2,693$212.0K0.02%+2,693New
YorkBridge Wealth Partners, LLC2,700$212.0K0.05%+2,700New
Addison Capital Co2,687$211.0K0.09%−283−9.5%Reduced
Liberty Wealth Management LLC2,675$210.0K0.08%−657−19.7%Reduced
Schrum Private Wealth Management LLC2,673$210.0K0.19%+2,673New
Whalerock Point Partners, LLC2,667$209.5K0.07%+2,667New
Regal Investment Advisors LLC2,657$209.0K0.02%−118−4.3%Reduced
Gerber Kawasaki Wealth & Investment Management2,666$209.0K0.02%+9+0.3%Added
Atticus Wealth Management, LLC2,656$209.0K0.08%+24+0.9%Added
Covenant Asset Management, LLC2,659$209.0K0.06%+2,659New
Flynn Zito Capital Management, LLC2,656$209.0K0.18%+2,656New
Norway Savings Bank2,632$207.0K0.09%+65+2.5%Added
Cedrus LLC2,627$206.4K0.20%+2,627New
Montecito Bank & Trust2,622$206.0K0.04%+2,622New
Meristem Family Wealth, LLC2,613$205.0K0.02%−3,145−54.6%Reduced
Rosenberg Matthew Hamilton2,604$205.0K0.07%−227−8.0%Reduced
MJP Associates Inc2,614$205.0K0.06%+2,614New
Bellecapital International Ltd.2,596$204.0K0.06%+2,596New
Court Place Advisors, LLC2,586$203.0K0.06%+2,586New
Centennial Wealth Advisory LLC2,585$203.0K0.11%+2,585New
Byrne Asset Management LLC1,105$203.0K0.13%+1,105New
Essex Savings Bank2,575$202.0K0.07%−1,746−40.4%Reduced
Freestone Capital Holdings, LLC2,554$201.0K0.01%+2,554New
FC Advisory LLC2,564$201.0K0.08%+2,564New
West Paces Advisors Inc.2,557$200.9K0.06%+1,880+277.7%Added
Summit Wealth Partners, LLC2,546$200.0K0.04%−781−23.5%Reduced
Sittner & Nelson, LLC2,548$200.0K0.12%−37−1.4%Reduced
Cornerstone Wealth Management, LLC2,553$200.0K0.02%+2,553New
Assetmark, Inc2,535$199.0K0.00%+123+5.1%Added
Laurel Wealth Advisors LLC2,508$197.0K0.04%00.0%Unchanged
Evoke Wealth, LLC2,436$191.0K0.01%+6+0.2%Added
Zullo Investment Group, Inc.2,408$189.0K0.10%+2,408New
Tobam2,373$186.0K0.01%−499−17.4%Reduced
S.A. Mason LLC2,348$184.0K0.11%00.0%Unchanged
Tompkins Financial Corp2,300$181.0K0.03%−27−1.2%Reduced
Trustcore Financial Services, LLC2,279$179.0K0.02%00.0%Unchanged
Pinnacle Bancorp, Inc.2,254$177.0K0.06%+65+3.0%Added
Farmers & Merchants Trust Co of Chambersburg PA2,244$176.0K0.11%00.0%Unchanged
Lloyd Advisory Services, LLC.2,239$176.0K0.08%+57+2.6%Added
NSI Retail Advisors, LLC2,211$174.0K0.03%−1,000−31.1%Reduced
Vigilant Capital Management, LLC2,213$174.0K0.01%+621+39.0%Added
Macroview Investment Management LLC2,197$173.0K0.22%00.0%Unchanged
Central Bank & Trust Co2,192$172.0K0.03%00.0%Unchanged
Tradewinds Capital Management, LLC2,174$171.0K0.03%+17+0.8%Added
Carolinas Wealth Consulting LLC2,073$163.0K0.04%+81+4.1%Added
SOA Wealth Advisors, LLC.2,064$162.0K0.04%+5+0.2%Added
Sugarloaf Wealth Management, LLC2,032$160.0K0.04%−496−19.6%Reduced
Gradient Investments LLC1,937$152.0K0.00%+487+33.6%Added
MV Capital Management, Inc.1,871$147.0K0.02%−6−0.3%Reduced
TD Waterhouse Canada Inc.1,844$145.1K0.00%+1,844New
Optimum Investment Advisors1,835$144.0K0.06%00.0%Unchanged
Horan Securities, Inc.1,827$144.0K0.09%+1,827New
First Financial Corp1,816$142.0K0.09%00.0%Unchanged
Signet Financial Management, LLC1,805$142.0K0.02%+1,805New
Harbor Investment Advisory, LLC1,768$139.0K0.02%00.0%Unchanged
Asset Dedication, LLC1,748$137.0K0.02%+93+5.6%Added
Riggs Asset Managment Co. Inc.1,612$127.0K0.03%00.0%Unchanged
Piscataqua Savings Bank1,607$126.0K0.10%−161−9.1%Reduced
Independence Bank of Kentucky1,602$126.0K0.05%00.0%Unchanged
Interactive Financial Advisors1,585$125.0K0.05%00.0%Unchanged
Blue Chip Partners, Inc.1,546$121.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC1,538$121.0K0.01%+63+4.3%Added