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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,450 | $114.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,425 | $112.0K | 0.02% | +11+0.8% | Added |
| CoreCap Advisors, LLC | 1,432 | $112.0K | 0.01% | +1,432 | New |
| Sutton Wealth Advisors Inc. | 1,406 | $110.5K | 0.04% | −15−1.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,387 | $109.0K | 0.00% | +61+4.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,369 | $108.0K | 0.02% | +354+34.9% | Added |
| Howe & Rusling Inc | 1,332 | $105.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,334 | $105.0K | 0.03% | +1+0.1% | Added |
| Center for Financial Planning, Inc. | 1,325 | $104.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,320 | $104.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,315 | $103.0K | 0.02% | −221−14.4% | Reduced |
| KRS Capital Management, LLC | 1,318 | $103.0K | 0.09% | +1,318 | New |
| Proffitt & Goodson Inc | 1,275 | $100.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,250 | $98.0K | 0.04% | +1,250 | New |
| Addison Advisors LLC | 1,234 | $97.0K | 0.06% | +80+6.9% | Added |
| Larson Financial Group LLC | 1,207 | $95.0K | 0.02% | +51+4.4% | Added |
| CSS LLC | 1,202 | $94.0K | 0.00% | −9,900−89.2% | Reduced |
| Snowden Capital Advisors LLC | 1,190 | $93.0K | 0.00% | −6,071−83.6% | Reduced |
| Acima Private Wealth, LLC | 1,176 | $92.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,165 | $92.0K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 1,165 | $91.5K | 0.09% | +1,165 | New |
| Glen Eagle Advisors, LLC | 1,121 | $88.1K | 0.02% | +8+0.7% | Added |
| Manchester Capital Management LLC | 1,091 | $86.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,066 | $84.0K | 0.02% | −225−17.4% | Reduced |
| Silvant Capital Management LLC | 1,071 | $84.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,044 | $82.0K | 0.05% | −1,438−57.9% | Reduced |
| West Branch Capital LLC | 1,043 | $82.0K | 0.03% | −95−8.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $82.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,039 | $82.0K | 0.00% | +868+507.6% | Added |
| Atwood & Palmer Inc | 1,032 | $81.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,027 | $81.0K | 0.04% | +8+0.8% | Added |
| Corsicana & Co. | 1,023 | $80.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 1,013 | $80.0K | 0.00% | +1,013 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $79.0K | 0.06% | +1,003 | New |
| Richwood Investment Advisors, LLC | 970 | $76.0K | 0.07% | +970 | New |
| Gladius Capital Management LP | 911 | $72.0K | 0.02% | +745+448.8% | Added |
| Missouri Trust & Investment Co | 921 | $72.0K | 0.04% | +921 | New |
| Ahl Investment Management, Inc. | 869 | $68.0K | 0.06% | +869 | New |
| MUFG Americas Holdings Corp | 855 | $67.0K | 0.00% | −1,573−64.8% | Reduced |
| PSI Advisors, LLC | 853 | $67.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 832 | $65.0K | 0.01% | −753−47.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 823 | $65.0K | 0.00% | +823 | New |
| Cowen Prime Advisors LLC | 800 | $63.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 790 | $62.0K | 0.02% | +165+26.4% | Added |
| Bollard Group LLC | 776 | $61.0K | 0.00% | +5+0.6% | Added |
| Lipe & Dalton | 768 | $60.0K | 0.03% | −275−26.4% | Reduced |
| Crescent Capital Consulting, LLC | 763 | $60.0K | 0.01% | +4+0.5% | Added |
| Carroll Investors, Inc | 781 | $60.0K | 0.03% | +781 | New |
| Kozak & Associates, Inc. | 717 | $59.0K | 0.04% | +68+10.5% | Added |
| EverSource Wealth Advisors, LLC | 759 | $59.0K | 0.02% | +759 | New |
| Retirement Planning Co of New England, Inc. | 758 | $59.0K | 0.03% | +758 | New |
| Brown, Lisle/Cummings, Inc. | 735 | $57.7K | 0.03% | +735 | New |
| City State Bank | 694 | $55.0K | 0.03% | +694 | New |
| Aspire Private Capital, LLC | 693 | $54.0K | 0.02% | −97−12.3% | Reduced |
| Private Capital Group, LLC | 653 | $51.0K | 0.01% | −133−16.9% | Reduced |
| Pflug Koory, LLC | 652 | $51.0K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 650 | $51.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 624 | $49.0K | 0.01% | −14−2.2% | Reduced |
| Annapolis Financial Services, LLC | 619 | $49.0K | 0.02% | +130+26.6% | Added |
| Crewe Advisors LLC | 597 | $47.0K | 0.01% | +597 | New |
| Old Second National Bank of Aurora | 641 | $46.0K | 0.01% | −87−12.0% | Reduced |
| Vestor Capital, LLC | 584 | $46.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 571 | $45.0K | 0.03% | −198−25.7% | Reduced |
| Achmea Investment Management B.V. | 574 | $45.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 568 | $45.0K | 0.01% | +385+210.4% | Added |
| KB Financial Partners, LLC | 578 | $45.0K | 0.01% | +578 | New |
| HHM Wealth Advisors, LLC | 560 | $44.0K | 0.01% | −560−50.0% | Reduced |
| Tarbox Family Office, Inc. | 555 | $44.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 556 | $44.0K | 0.01% | +4+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 559 | $44.0K | 0.01% | +559 | New |
| Seldon Capital LP | 553 | $43.0K | 0.03% | +553 | New |
| Newbridge Financial Services Group, Inc. | 522 | $41.0K | 0.02% | −136−20.7% | Reduced |
| First Personal Financial Services | 527 | $41.0K | 0.01% | +75+16.6% | Added |
| William Allan, LLC | 524 | $41.0K | 0.03% | +524 | New |
| Moisand Fitzgerald Tamayo, LLC | 512 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 513 | $40.0K | 0.02% | +513 | New |
| Pacific Center for Financial Services | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $39.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 480 | $38.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 481 | $38.0K | 0.01% | +202+72.4% | Added |
| FSB Premier Wealth Management, Inc. | 466 | $36.0K | 0.02% | +466 | New |
| Logan Capital Management Inc | 427 | $34.0K | 0.00% | +29+7.3% | Added |
| Financial Management Professionals, Inc. | 424 | $33.0K | 0.01% | −30−6.6% | Reduced |
| Kings Point Capital Management | 421 | $33.0K | 0.00% | +73+21.0% | Added |
| Bell Investment Advisors, Inc | 402 | $32.0K | 0.01% | −94−19.0% | Reduced |
| JNBA Financial Advisors | 410 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 399 | $32.0K | 0.02% | +27+7.3% | Added |
| Standard Family Office LLC | 412 | $32.0K | 0.28% | +412 | New |
| Laurel Wealth Planning LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 398 | $31.0K | 0.03% | +398 | New |
| Solstein Capital, LLC | 385 | $30.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 385 | $30.0K | 0.02% | +385 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 380 | $30.0K | 0.02% | +380 | New |
| SRS Capital Advisors, Inc. | 368 | $29.0K | 0.00% | +110+42.6% | Added |
| Archer Investment Corp | 360 | $28.3K | 0.01% | +100+38.5% | Added |
| Sit Investment Associates Inc | 349 | $27.0K | 0.00% | +349 | New |
| McIlrath & Eck, LLC | 325 | $26.0K | 0.01% | 00.0% | Unchanged |