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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 24,179 | $1.90M | 0.16% | −475−1.9% | Reduced |
| NBT Bank N A | 23,952 | $1.88M | 0.24% | −1,051−4.2% | Reduced |
| First Bank & Trust | 23,777 | $1.87M | 0.79% | +2,635+12.5% | Added |
| Rothschild Investment Corp | 23,758 | $1.87M | 0.14% | +287+1.2% | Added |
| RNC Capital Management LLC | 23,427 | $1.84M | 0.09% | +12,925+123.1% | Added |
| Bank of Nova Scotia | 23,411 | $1.84M | 0.00% | −7,260−23.7% | Reduced |
| Citizens National Bank Trust Department | 23,003 | $1.81M | 0.69% | −4,810−17.3% | Reduced |
| Cresset Asset Management, LLC | 22,897 | $1.80M | 0.02% | +9,919+76.4% | Added |
| Culbertson A N & Co Inc | 22,828 | $1.79M | 0.34% | +2,250+10.9% | Added |
| Bridgewater Associates, LP | 22,817 | $1.79M | 0.01% | +22,817 | New |
| Cullen/Frost Bankers, Inc. | 22,617 | $1.78M | 0.03% | −1,835−7.5% | Reduced |
| Summit Global Investments | 22,523 | $1.77M | 0.11% | −21,794−49.2% | Reduced |
| Evercore Wealth Management, LLC | 22,447 | $1.76M | 0.03% | −1,245−5.3% | Reduced |
| Everett Harris & Co | 22,399 | $1.76M | 0.02% | +2,180+10.8% | Added |
| Horan Capital Advisors, LLC. | 22,111 | $1.74M | 0.69% | −226−1.0% | Reduced |
| Violich Capital Management, Inc. | 22,030 | $1.73M | 0.25% | −100−0.5% | Reduced |
| Woodstock Corp | 21,971 | $1.73M | 0.18% | +100+0.5% | Added |
| FDx Advisors, Inc. | 21,894 | $1.72M | 0.05% | −688−3.0% | Reduced |
| St Germain D J Co Inc | 21,755 | $1.71M | 0.09% | +1,935+9.8% | Added |
| Whitener Capital Management, Inc. | 21,485 | $1.69M | 0.60% | −530−2.4% | Reduced |
| TCTC Holdings, LLC | 21,439 | $1.68M | 0.07% | 00.0% | Unchanged |
| City Holding Co | 21,019 | $1.67M | 0.28% | −1,752−7.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,235 | $1.67M | 0.16% | −518−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,977 | $1.65M | 0.02% | +518+2.5% | Added |
| Advisor Partners LLC | 20,730 | $1.63M | 0.10% | +761+3.8% | Added |
| Buckingham Strategic Wealth, LLC | 20,541 | $1.61M | 0.03% | +100.0% | Added |
| Beacon Financial Group | 20,574 | $1.61M | 0.21% | −1,050−4.9% | Reduced |
| Verus Financial Partners, Inc. | 20,496 | $1.61M | 0.21% | −2,143−9.5% | Reduced |
| River Wealth Advisors LLC | 20,452 | $1.61M | 0.25% | −250−1.2% | Reduced |
| Hendershot Investments Inc. | 20,438 | $1.61M | 0.24% | +20,438 | New |
| SevenBridge Financial Group, LLC | 20,366 | $1.60M | 0.48% | −1,130−5.3% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.60M | 0.08% | 00.0% | Unchanged |
| First American Bank | 20,324 | $1.60M | 0.08% | −2,162−9.6% | Reduced |
| Schmidt P J Investment Management Inc | 19,733 | $1.59M | 0.32% | −1,731−8.1% | Reduced |
| BFSG, LLC | 20,248 | $1.59M | 0.22% | +20,248 | New |
| Bruderman Asset Management, LLC | 20,226 | $1.59M | 1.21% | −47,591−70.2% | Reduced |
| Stock Yards Bank & Trust Co | 20,046 | $1.57M | 0.08% | +5,068+33.8% | Added |
| Acorn Financial Advisory Services Inc | 19,971 | $1.57M | 0.31% | −400−2.0% | Reduced |
| Beck Mack & Oliver LLC | 19,965 | $1.57M | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 19,764 | $1.55M | 0.91% | +109+0.6% | Added |
| CSM Advisors, LLC | 19,699 | $1.55M | 0.10% | −1,000−4.8% | Reduced |
| Rafferty Asset Management, LLC | 19,690 | $1.55M | 0.01% | −8,823−30.9% | Reduced |
| J.W. Cole Advisors, Inc. | 19,607 | $1.54M | 0.10% | −1,716−8.0% | Reduced |
| BerganKDV Wealth Management, LLC | 19,588 | $1.54M | 0.16% | −909−4.4% | Reduced |
| First United Bank Trust | 19,496 | $1.53M | 0.57% | +50.0% | Added |
| Endurance Wealth Management, Inc. | 19,462 | $1.53M | 0.16% | −17,576−47.5% | Reduced |
| Brown Brothers Harriman & Co | 19,432 | $1.53M | 0.01% | −90.0% | Reduced |
| Beech Hill Advisors, Inc. | 19,365 | $1.52M | 0.58% | −625−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 19,251 | $1.51M | 0.26% | +720+3.9% | Added |
| National Asset Management, Inc. | 19,137 | $1.50M | 0.04% | −362−1.9% | Reduced |
| Natixis | 19,031 | $1.50M | 0.01% | −72,680−79.2% | Reduced |
| Jeppson Wealth Management, LLC | 19,016 | $1.49M | 0.72% | +554+3.0% | Added |
| Bard Financial Services, Inc. | 18,925 | $1.49M | 0.12% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 18,884 | $1.48M | 0.31% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 18,882 | $1.48M | 1.12% | −200−1.0% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.47M | 0.06% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 18,668 | $1.47M | 0.53% | +2,647+16.5% | Added |
| Sumitomo Life Insurance Co | 18,641 | $1.46M | 0.03% | −501−2.6% | Reduced |
| Ancora Advisors, LLC | 18,549 | $1.46M | 0.03% | +641+3.6% | Added |
| Glenview Trust Co | 18,491 | $1.45M | 0.05% | −1,350−6.8% | Reduced |
| Boston Family Office LLC | 18,448 | $1.45M | 0.09% | −4,710−20.3% | Reduced |
| Chickasaw Capital Management LLC | 18,446 | $1.45M | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 18,431 | $1.45M | 0.05% | +18,431 | New |
| BCM Advisors, LLC | 17,900 | $1.44M | 0.37% | +7,700+75.5% | Added |
| Mechanics Bank Trust Department | 18,339 | $1.44M | 0.21% | −30−0.2% | Reduced |
| Lederer & Associates Investment Counsel | 18,290 | $1.44M | 0.83% | −360−1.9% | Reduced |
| Cigna Investments Inc | 18,092 | $1.42M | 0.11% | −6,563−26.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 18,068 | $1.42M | 0.73% | +18,068 | New |
| Jackson Wealth Management, LLC | 18,023 | $1.42M | 0.18% | +405+2.3% | Added |
| Murphy Capital Management Inc | 18,016 | $1.42M | 0.15% | −3,556−16.5% | Reduced |
| People's United Financial, Inc. | 18,002 | $1.41M | 0.03% | −8,558−32.2% | Reduced |
| Bank of New Hampshire | 17,963 | $1.41M | 0.34% | −10,727−37.4% | Reduced |
| Citizens Business Bank | 17,898 | $1.41M | 0.17% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17,701 | $1.40M | 0.03% | +890+5.3% | Added |
| Proequities, Inc. | 17,737 | $1.39M | 0.08% | −1,522−7.9% | Reduced |
| Derbend Asset Management | 17,700 | $1.39M | 1.36% | −413−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 17,621 | $1.38M | 0.06% | +2,521+16.7% | Added |
| Hall Capital Management Co Inc | 17,534 | $1.38M | 0.78% | −2,251−11.4% | Reduced |
| Marco Investment Management LLC | 17,533 | $1.38M | 0.14% | +205+1.2% | Added |
| Kestra Private Wealth Services, LLC | 17,455 | $1.37M | 0.07% | −1,508−8.0% | Reduced |
| TFG Advisers LLC | 17,300 | $1.36M | 0.59% | −2,212−11.3% | Reduced |
| First Midwest Bank Trust Division | 17,285 | $1.36M | 0.17% | +3,645+26.7% | Added |
| Caldwell Trust Co | 17,283 | $1.36M | 0.16% | +1,416+8.9% | Added |
| All Terrain Financial Advisors, LLC | 17,271 | $1.36M | 0.58% | −84−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,276 | $1.36M | 0.04% | +980+6.0% | Added |
| Cornerstone Wealth Group, LLC | 17,230 | $1.35M | 0.23% | −228−1.3% | Reduced |
| MSH Capital Advisors LLC | 17,218 | $1.35M | 0.61% | +17,218 | New |
| MidWestOne Financial Group, Inc. | 17,165 | $1.35M | 0.28% | +414+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 17,061 | $1.34M | 0.37% | +8,105+90.5% | Added |
| Tevis Investment Management | 17,037 | $1.33M | 1.16% | +17,037 | New |
| SeaCrest Wealth Management, LLC | 16,964 | $1.33M | 0.15% | −594−3.4% | Reduced |
| Bull Street Advisors, LLC | 16,939 | $1.33M | 0.63% | −2,210−11.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,849 | $1.32M | 0.01% | −76,853−82.0% | Reduced |
| Wedbush Securities Inc | 16,821 | $1.32M | 0.06% | −827−4.7% | Reduced |
| Meyer Handelman Co | 16,733 | $1.31M | 0.05% | +334+2.0% | Added |
| Excalibur Management Corp | 16,710 | $1.31M | 0.53% | +540+3.3% | Added |
| American Portfolios Advisors | 16,681 | $1.31M | 0.04% | +886+5.6% | Added |
| NTV Asset Management LLC | 16,587 | $1.30M | 0.22% | −2,101−11.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,553 | $1.30M | 0.10% | +232+1.4% | Added |
| JustInvest LLC | 16,507 | $1.30M | 0.08% | +6,577+66.2% | Added |