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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 16,514 | $1.30M | 0.10% | +16,514 | New |
| Haverford Trust Co | 16,345 | $1.28M | 0.01% | +601+3.8% | Added |
| Belpointe Asset Management LLC | 16,326 | $1.28M | 0.08% | −681−4.0% | Reduced |
| MEMBERS Trust Co | 16,272 | $1.28M | 0.04% | −1,163−6.7% | Reduced |
| Ategra Capital Management, LLC | 16,238 | $1.28M | 0.58% | −362−2.2% | Reduced |
| Liberty One Investment Management, LLC | 16,224 | $1.27M | 0.19% | +1,270+8.5% | Added |
| Fort Pitt Capital Group, LLC | 16,193 | $1.27M | 0.05% | +6,091+60.3% | Added |
| Rodgers Brothers Inc. | 16,090 | $1.26M | 0.22% | −1,100−6.4% | Reduced |
| Old Port Advisors | 15,833 | $1.25M | 0.42% | +824+5.5% | Added |
| Lawson Kroeker Investment Management Inc | 15,924 | $1.25M | 0.39% | −75−0.5% | Reduced |
| First Citizens Bank & Trust Co | 15,813 | $1.24M | 0.05% | −1,348−7.9% | Reduced |
| Founders Financial Alliance, LLC | 15,781 | $1.24M | 0.50% | −788−4.8% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $1.23M | 0.24% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 15,688 | $1.23M | 0.66% | +1,809+13.0% | Added |
| Tower Bridge Advisors | 15,443 | $1.21M | 0.07% | −1,000−6.1% | Reduced |
| PBMares Wealth Management LLC | 15,444 | $1.21M | 0.51% | −293−1.9% | Reduced |
| Venture Visionary Partners LLC | 15,527 | $1.21M | 0.08% | −808−4.9% | Reduced |
| Los Angeles Capital Management LLC | 15,351 | $1.21M | 0.00% | −7,009−31.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,345 | $1.21M | 0.04% | −565−3.6% | Reduced |
| Joel Isaacson & Co., LLC | 15,212 | $1.20M | 0.08% | +40+0.3% | Added |
| Wealthspire Advisors, LLC | 15,180 | $1.19M | 0.03% | +3,374+28.6% | Added |
| Sheets Smith Wealth Management | 15,169 | $1.19M | 0.15% | +1,502+11.0% | Added |
| Cerity Partners LLC | 15,103 | $1.19M | 0.02% | +2,010+15.4% | Added |
| FineMark National Bank & Trust | 15,059 | $1.18M | 0.05% | −434−2.8% | Reduced |
| Patten & Patten Inc | 15,026 | $1.18M | 0.08% | −353−2.3% | Reduced |
| Advisory Services Network, LLC | 14,997 | $1.18M | 0.03% | +1,917+14.7% | Added |
| Verdence Capital Advisors LLC | 14,908 | $1.17M | 0.14% | +341+2.3% | Added |
| First Command Financial Services, Inc. | 14,801 | $1.16M | 0.17% | +2,868+24.0% | Added |
| Kovack Advisors, Inc. | 14,764 | $1.16M | 0.11% | −128−0.9% | Reduced |
| Good Life Advisors, LLC | 14,762 | $1.16M | 0.14% | +655+4.6% | Added |
| Meridian Wealth Management, LLC | 14,606 | $1.15M | 0.12% | +485+3.4% | Added |
| TCI Wealth Advisors, Inc. | 14,585 | $1.15M | 0.17% | −445−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 14,556 | $1.14M | 0.07% | −791−5.2% | Reduced |
| Meridian Financial Partners LLC | 14,450 | $1.14M | 0.77% | −1,413−8.9% | Reduced |
| Veriti Management LLC | 14,349 | $1.13M | 0.15% | −58−0.4% | Reduced |
| Holderness Investments Co | 14,337 | $1.13M | 0.33% | −689−4.6% | Reduced |
| Lazard Asset Management LLC | 14,298 | $1.12M | 0.00% | −430−2.9% | Reduced |
| Boenning & Scattergood, Inc. | 14,254 | $1.12M | 0.18% | −526−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 14,220 | $1.12M | 0.06% | −1,375−8.8% | Reduced |
| CNB Bank | 14,012 | $1.10M | 0.60% | −76−0.5% | Reduced |
| Resources Management Corp | 13,897 | $1.09M | 0.14% | 00.0% | Unchanged |
| Empirical Finance, LLC | 13,845 | $1.09M | 0.13% | +3,728+36.8% | Added |
| Salvus Wealth Management, LLC | 13,735 | $1.08M | 0.79% | +79+0.6% | Added |
| Park National Corp | 13,715 | $1.08M | 0.04% | −11−0.1% | Reduced |
| Plimoth Trust Co LLC | 13,715 | $1.08M | 0.27% | −212−1.5% | Reduced |
| Grove Bank & Trust | 13,683 | $1.07M | 0.21% | +115+0.8% | Added |
| Burney Co | 13,679 | $1.07M | 0.05% | +1,425+11.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,664 | $1.07M | 0.05% | −1,101−7.5% | Reduced |
| HBK Sorce Advisory LLC | 13,504 | $1.06M | 0.05% | −633−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,511 | $1.06M | 0.11% | +1,286+10.5% | Added |
| First Hawaiian Bank | 13,510 | $1.06M | 0.03% | +7,587+128.1% | Added |
| Illinois Municipal Retirement Fund | 13,491 | $1.06M | 0.03% | +3,629+36.8% | Added |
| Fiduciary Trust Co | 13,492 | $1.06M | 0.02% | +1,103+8.9% | Added |
| IBM Retirement Fund | 13,406 | $1.05M | 0.13% | −9,373−41.1% | Reduced |
| Intrua Financial, LLC | 13,307 | $1.04M | 0.18% | −210−1.6% | Reduced |
| Salem Investment Counselors Inc | 13,286 | $1.04M | 0.04% | +2,076+18.5% | Added |
| Hanson & Doremus Investment Management | 13,075 | $1.03M | 0.22% | −395−2.9% | Reduced |
| Paradigm Financial Partners, LLC | 12,983 | $1.02M | 0.21% | −245−1.9% | Reduced |
| Campbell Wealth Management | 12,980 | $1.02M | 0.12% | +1,639+14.5% | Added |
| Sovereign Financial Group, Inc. | 12,972 | $1.02M | 0.42% | −497−3.7% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 12,900 | $1.01M | 0.33% | +12,900 | New |
| Jacobi Capital Management LLC | 12,879 | $1.01M | 0.12% | +662+5.4% | Added |
| Chicago Trust Co NA | 12,694 | $998.0K | 0.20% | +911+7.7% | Added |
| Ziegler Capital Management, LLC | 12,537 | $985.0K | 0.04% | +1,219+10.8% | Added |
| Smithfield Trust Co | 12,407 | $976.0K | 0.06% | −1,100−8.1% | Reduced |
| Penn Mutual Asset Management, LLC | 12,426 | $976.0K | 1.05% | +10.0% | Added |
| Azimuth Capital Management LLC | 12,367 | $972.0K | 0.04% | +350+2.9% | Added |
| Chiron Capital Management, LLC | 12,338 | $969.0K | 0.70% | −200−1.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 12,216 | $960.0K | 0.84% | +12,216 | New |
| Stableford Capital II LLC | 12,208 | $958.0K | 0.40% | +1,927+18.7% | Added |
| Jones Financial Companies LLLP | 12,179 | $957.0K | 0.00% | +1,101+9.9% | Added |
| United Bank | 12,156 | $955.0K | 0.12% | −136−1.1% | Reduced |
| Cornerstone Advisory, LLC | 12,148 | $954.0K | 0.14% | −398−3.2% | Reduced |
| Ti-Trust, Inc | 12,129 | $953.0K | 0.85% | +12,129 | New |
| Whittier Trust Co | 12,123 | $952.0K | 0.02% | +1,021+9.2% | Added |
| ARGI Investment Services, LLC | 12,088 | $950.0K | 0.03% | +640+5.6% | Added |
| Blueshift Asset Management, LLC | 12,085 | $949.0K | 0.08% | +2,791+30.0% | Added |
| Cambridge Trust Co | 11,848 | $931.0K | 0.03% | +3,637+44.3% | Added |
| Boltwood Capital Management | 11,827 | $929.0K | 0.34% | −100−0.8% | Reduced |
| Camelot Portfolios, LLC | 11,820 | $929.0K | 0.37% | +2,216+23.1% | Added |
| Welch Group, LLC | 11,815 | $928.0K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 11,785 | $926.0K | 0.02% | +1,158+10.9% | Added |
| Vident Investment Advisory, LLC | 11,781 | $925.0K | 0.02% | −1,110−8.6% | Reduced |
| Abacus Planning Group, Inc. | 11,729 | $921.0K | 0.25% | +5,652+93.0% | Added |
| Reuter James Wealth Management, LLC | 11,664 | $916.0K | 0.35% | +11,664 | New |
| Arrow Financial Corp | 11,656 | $915.0K | 0.11% | −389−3.2% | Reduced |
| Canal Capital Management, LLC | 11,652 | $915.0K | 0.22% | +1,700+17.1% | Added |
| NN Investment Partners Holdings N.V. | 11,600 | $912.0K | 0.00% | +11,600 | New |
| Chesley Taft & Associates LLC | 11,592 | $911.0K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 11,552 | $908.0K | 0.69% | +11,552 | New |
| Brown Miller Wealth Management, LLC | 11,395 | $895.0K | 0.51% | −1,162−9.3% | Reduced |
| Orion Portfolio Solutions, LLC | 11,383 | $894.0K | 0.03% | −593−5.0% | Reduced |
| Frontier Wealth Management LLC | 11,355 | $892.0K | 0.06% | −168−1.5% | Reduced |
| Maryland Capital Management | 11,340 | $891.0K | 0.05% | +118+1.1% | Added |
| Leavell Investment Management, Inc. | 11,322 | $889.0K | 0.06% | −525−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 11,263 | $885.0K | 0.06% | +3,715+49.2% | Added |
| Heritage Investors Management Corp | 11,122 | $874.0K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 11,118 | $873.0K | 0.05% | −637−5.4% | Reduced |
| First Command Bank | 11,933 | $871.0K | 0.15% | 00.0% | Unchanged |
| Dearborn Partners LLC | 11,047 | $868.0K | 0.03% | −13−0.1% | Reduced |