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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 10,863 | $860.0K | 0.08% | −167−1.5% | Reduced |
| Madison Wealth Management | 10,898 | $856.0K | 0.17% | −221−2.0% | Reduced |
| Apollon Wealth Management, LLC | 10,850 | $852.0K | 0.07% | +5,769+113.5% | Added |
| Quantitative Investment Management, LLC | 10,846 | $852.0K | 0.12% | +10,846 | New |
| Gyon Technologies Capital Management, LP | 10,801 | $849.0K | 0.16% | +10,801 | New |
| Financial Advocates Investment Management | 10,802 | $848.0K | 0.06% | +365+3.5% | Added |
| Klingenstein Fields & Co LP | 10,740 | $844.0K | 0.03% | −376−3.4% | Reduced |
| Wealth Alliance | 10,696 | $840.0K | 0.17% | −421−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,673 | $838.0K | 0.03% | −270−2.5% | Reduced |
| Tdam USA Inc. | 10,618 | $834.0K | 0.05% | +314+3.0% | Added |
| Kalos Management, Inc. | 11,150 | $831.0K | 0.23% | +631+6.0% | Added |
| Castleview Partners, LLC | 65,126 | $829.0K | 0.01% | +65,126 | New |
| Brandywine Oak Private Wealth LLC | 10,616 | $828.0K | 0.09% | −7,138−40.2% | Reduced |
| Terry L. Blaker | 10,525 | $827.0K | 0.06% | −1,822−14.8% | Reduced |
| Nations Financial Group Inc, | 10,502 | $825.0K | 0.11% | +375+3.7% | Added |
| Lindbrook Capital, LLC | 10,486 | $824.0K | 0.13% | +9,889+1,656.4% | Added |
| Ridgewood Investments LLC | 10,443 | $820.0K | 0.52% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,418 | $819.0K | 0.03% | −1,792−14.7% | Reduced |
| Front Row Advisors LLC | 10,427 | $819.0K | 0.31% | +1,157+12.5% | Added |
| BCGM Wealth Management, LLC | 10,408 | $818.0K | 0.44% | +428+4.3% | Added |
| Marks Group Wealth Management, Inc | 10,400 | $816.0K | 0.10% | +2,723+35.5% | Added |
| Chesapeake Wealth Management | 10,348 | $813.0K | 0.27% | −517−4.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,319 | $811.0K | 0.35% | 00.0% | Unchanged |
| Fruth Investment Management | 10,275 | $807.0K | 0.22% | −265−2.5% | Reduced |
| Evermay Wealth Management LLC | 10,269 | $807.0K | 0.14% | −120−1.2% | Reduced |
| Sunbelt Securities, Inc. | 9,998 | $803.0K | 0.13% | −1,477−12.9% | Reduced |
| Marino, Stram & Associates LLC | 10,213 | $802.0K | 0.25% | +435+4.4% | Added |
| Bryn Mawr Trust Co | 10,055 | $790.0K | 0.03% | −410−3.9% | Reduced |
| ELCO Management Co., LLC | 10,038 | $789.0K | 0.56% | −920−8.4% | Reduced |
| Vestcor Inc | 9,979 | $784.0K | 0.03% | −1,908−16.1% | Reduced |
| VeraBank, N.A. | 9,962 | $782.0K | 0.40% | 00.0% | Unchanged |
| ACG Wealth | 9,840 | $773.0K | 0.11% | +685+7.5% | Added |
| Prudent Man Advisors, LLC | 9,821 | $772.0K | 0.29% | −1,514−13.4% | Reduced |
| Raleigh Capital Management Inc. | 9,785 | $769.0K | 0.79% | +9,785 | New |
| Kepos Capital LP | 9,770 | $768.0K | 0.06% | +7,410+314.0% | Added |
| Stokes Family Office, LLC | 9,746 | $766.0K | 0.10% | +724+8.0% | Added |
| LVW Advisors, LLC | 9,683 | $761.0K | 0.13% | −1,075−10.0% | Reduced |
| Ninepoint Partners LP | 9,689 | $761.0K | 0.28% | +604+6.6% | Added |
| Bessemer Group Inc | 9,656 | $760.0K | 0.00% | −6,297−39.5% | Reduced |
| Arete Wealth Advisors, LLC | 9,691 | $760.0K | 0.06% | +486+5.3% | Added |
| Toroso Investments, LLC | 9,656 | $759.0K | 0.02% | +1,570+19.4% | Added |
| Csenge Advisory Group | 10,227 | $758.0K | 0.07% | −960−8.6% | Reduced |
| ICW Investment Advisors LLC | 9,611 | $755.0K | 0.42% | +395+4.3% | Added |
| SPC Financial, Inc. | 9,542 | $750.0K | 0.08% | +234+2.5% | Added |
| Waters Parkerson & Co., LLC | 9,512 | $747.0K | 0.04% | −11,068−53.8% | Reduced |
| Harbour Investments, Inc. | 9,485 | $745.0K | 0.04% | −11,506−54.8% | Reduced |
| Wetherby Asset Management Inc | 9,492 | $745.0K | 0.04% | −486−4.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,482 | $745.0K | 0.33% | +135+1.4% | Added |
| Grimes & Company, Inc. | 9,437 | $741.0K | 0.03% | +46+0.5% | Added |
| Graypoint LLC | 9,436 | $741.0K | 0.08% | +809+9.4% | Added |
| Hudock, Inc. | 9,415 | $739.0K | 0.21% | +6,127+186.3% | Added |
| High Net Worth Advisory Group LLC | 9,411 | $739.0K | 0.26% | +9,411 | New |
| Latitude Advisors, LLC | 9,392 | $738.0K | 0.21% | −20.0% | Reduced |
| Prio Wealth Limited Partnership | 9,375 | $737.0K | 0.02% | −100−1.1% | Reduced |
| BLB&B Advisors, LLC | 9,347 | $734.0K | 0.05% | −1,761−15.9% | Reduced |
| Headinvest, LLC | 9,341 | $734.0K | 0.13% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 9,328 | $733.0K | 0.48% | −7,465−44.5% | Reduced |
| Busey Wealth Management | 9,303 | $731.0K | 0.03% | −580−5.9% | Reduced |
| Charter Trust Co | 9,294 | $730.0K | 0.06% | −665−6.7% | Reduced |
| Delta Asset Management LLC | 9,289 | $730.0K | 0.06% | +129+1.4% | Added |
| Hilltop Holdings Inc. | 9,220 | $725.0K | 0.08% | +1,458+18.8% | Added |
| Oak Harbor Wealth Partners, LLC | 9,218 | $724.0K | 0.25% | +9,218 | New |
| Paradigm Asset Management Co LLC | 9,200 | $722.8K | 0.18% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 14,106 | $716.4K | 0.16% | +10,571+299.0% | Added |
| Teza Capital Management LLC | 9,101 | $715.0K | 0.19% | +876+10.7% | Added |
| Cable Hill Partners, LLC | 9,093 | $714.0K | 0.15% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 9,080 | $713.0K | 0.36% | +11+0.1% | Added |
| Adams Wealth Management | 9,007 | $708.0K | 0.23% | −781−8.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,973 | $705.0K | 0.12% | +4,023+81.3% | Added |
| IFG Advisory, LLC | 8,971 | $704.0K | 0.07% | −1,088−10.8% | Reduced |
| 1st Source Bank | 8,948 | $703.0K | 0.04% | −27−0.3% | Reduced |
| Tranquility Partners, LLC | 8,855 | $696.0K | 0.32% | −76−0.9% | Reduced |
| Verition Fund Management LLC | 8,803 | $692.0K | 0.01% | −26,883−75.3% | Reduced |
| Mirabella Financial Services LLP | 8,753 | $688.0K | 0.07% | −6,974−44.3% | Reduced |
| Cullinan Associates Inc | 8,714 | $685.0K | 0.03% | −500−5.4% | Reduced |
| Spreng Capital Management, Inc. | 8,725 | $685.0K | 0.39% | −185−2.1% | Reduced |
| Strategic Equity Management | 8,688 | $683.0K | 0.21% | +1,835+26.8% | Added |
| Confluence Wealth Services, Inc. | 8,694 | $683.0K | 0.22% | +8,694 | New |
| Citizens Financial Group Inc | 9,269 | $681.0K | 0.02% | −1,763−16.0% | Reduced |
| Tectonic Advisors LLC | 8,631 | $678.0K | 0.12% | −266−3.0% | Reduced |
| Equitable Holdings, Inc. | 8,633 | $678.0K | 0.01% | +1,082+14.3% | Added |
| Blue Fin Capital, Inc. | 8,582 | $674.0K | 0.19% | −863−9.1% | Reduced |
| Mutual Advisors, LLC | 8,549 | $672.0K | 0.04% | −347−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 8,516 | $669.0K | 0.03% | −262−3.0% | Reduced |
| HB Wealth Management, LLC | 8,473 | $666.0K | 0.01% | +8,473 | New |
| First Fiduciary Investment Counsel, Inc. | 8,335 | $655.0K | 0.12% | −510−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,331 | $654.5K | 0.01% | +150+1.8% | Added |
| Bartlett & Co. LLC | 8,331 | $654.0K | 0.01% | +150+1.8% | Added |
| NFJ Investment Group, LLC | 8,282 | $650.0K | 0.01% | −1,068−11.4% | Reduced |
| Marcum Wealth, LLC | 8,259 | $649.0K | 0.09% | +1,354+19.6% | Added |
| JBJ Investment Partners, LLC | 8,235 | $647.0K | 0.13% | −3,216−28.1% | Reduced |
| Thompson Davis & Co., Inc. | 8,218 | $646.0K | 0.54% | +8,218 | New |
| Essex Private Wealth Management, LLC | 8,215 | $645.0K | 0.54% | −598−6.8% | Reduced |
| Premier Asset Management LLC | 8,200 | $644.0K | 0.11% | −10,775−56.8% | Reduced |
| First Horizon Advisors, Inc. | 8,192 | $643.0K | 0.02% | +1,877+29.7% | Added |
| Cullen Capital Management LLC | 8,173 | $642.0K | 0.01% | −347−4.1% | Reduced |
| Schechter Investment Advisors, LLC | 8,150 | $641.0K | 0.06% | +8,150 | New |
| Neo Ivy Capital Management | 8,136 | $639.0K | 0.92% | +8,136 | New |
| Ameritas Advisory Services, LLC | 8,132 | $639.0K | 0.02% | +8,132 | New |
| Northwest Bancshares, Inc. | 8,105 | $637.0K | 0.13% | +30+0.4% | Added |