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 |
|---|---|---|---|---|---|
| Investment Management of Virginia LLC | 8,082 | $635.0K | 0.10% | 00.0% | Unchanged |
| Summit Financial Group Inc | 8,035 | $632.0K | 0.21% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,039 | $632.0K | 0.03% | +85+1.1% | Added |
| IHT Wealth Management, LLC | 8,018 | $630.0K | 0.05% | +337+4.4% | Added |
| Gleason Group, Inc. | 7,977 | $627.0K | 0.20% | +64+0.8% | Added |
| Colonial Trust Advisors | 7,932 | $623.0K | 0.07% | −940−10.6% | Reduced |
| We Are One Seven, LLC | 7,888 | $620.0K | 0.06% | +3,125+65.6% | Added |
| Fulton Breakefield Broenniman LLC | 7,841 | $616.0K | 0.05% | +714+10.0% | Added |
| Financial Advisory Corp | 7,801 | $613.0K | 0.29% | +7,801 | New |
| AdvisorNet Financial, Inc | 7,792 | $612.0K | 0.04% | −74−0.9% | Reduced |
| Hyman Charles D | 7,786 | $612.0K | 0.04% | +100+1.3% | Added |
| Alliance Wealth Advisors, LLC | 7,770 | $610.0K | 0.50% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,747 | $609.0K | 0.28% | +20.0% | Added |
| Sentry Investment Management LLC | 7,735 | $608.0K | 0.16% | +1,261+19.5% | Added |
| Harbour Capital Advisors, LLC | 7,725 | $607.0K | 0.15% | +2,825+57.7% | Added |
| CoreFirst Bank & Trust | 7,710 | $606.0K | 0.39% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 7,692 | $604.0K | 0.03% | +2,209+40.3% | Added |
| AMG National Trust Bank | 7,668 | $602.0K | 0.02% | −830−9.8% | Reduced |
| Investors Research Corp | 7,666 | $602.0K | 0.18% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 7,626 | $599.0K | 0.07% | +827+12.2% | Added |
| RVW Wealth, LLC | 7,617 | $598.0K | 0.07% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 7,600 | $597.0K | 0.28% | +7,600 | New |
| Intrust Bank NA | 7,548 | $593.0K | 0.07% | −891−10.6% | Reduced |
| Main Street Research LLC | 7,537 | $592.0K | 0.05% | −314−4.0% | Reduced |
| Hancock Whitney Corp | 7,517 | $591.0K | 0.02% | −1,410−15.8% | Reduced |
| Compton Capital Management Inc | 7,525 | $591.0K | 0.15% | −200−2.6% | Reduced |
| Golden State Equity Partners | 7,506 | $590.0K | 0.30% | −124−1.6% | Reduced |
| D'Orazio & Associates, Inc. | 7,516 | $590.0K | 0.14% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 7,475 | $587.0K | 0.13% | +496+7.1% | Added |
| Capital Asset Advisory Services LLC | 7,435 | $584.0K | 0.06% | −25−0.3% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $583.0K | 0.30% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,340 | $577.0K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,340 | $577.0K | 0.23% | +11+0.2% | Added |
| Farmers Trust Co | 7,338 | $576.0K | 0.12% | −560−7.1% | Reduced |
| Wellington Shields Capital Management, LLC | 7,296 | $573.0K | 0.07% | +501+7.4% | Added |
| Smith, Moore & Co. | 7,276 | $572.0K | 0.08% | −1,150−13.6% | Reduced |
| Donaldson Capital Management, LLC | 7,286 | $572.0K | 0.03% | +575+8.6% | Added |
| MBB Public Markets I LLC | 7,286 | $572.0K | 0.01% | +7,286 | New |
| CWA Asset Management Group, LLC | 7,234 | $568.0K | 0.04% | −342−4.5% | Reduced |
| Gateway Investment Advisers LLC | 7,218 | $567.0K | 0.01% | −460−6.0% | Reduced |
| Walleye Trading LLC | 7,176 | $564.0K | 0.01% | +7,176 | New |
| Charles Schwab Trust Co | 7,150 | $562.0K | 0.09% | −376−5.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 7,136 | $561.0K | 0.56% | +7,136 | New |
| Sawtooth Solutions, LLC | 7,134 | $560.0K | 0.06% | −2,229−23.8% | Reduced |
| Level Four Advisory Services, LLC | 7,087 | $557.0K | 0.04% | −2,847−28.7% | Reduced |
| Archford Capital Strategies, LLC | 7,088 | $557.0K | 0.13% | +1,498+26.8% | Added |
| Eagle Ridge Investment Management | 7,081 | $556.0K | 0.06% | +1,652+30.4% | Added |
| Rehmann Capital Advisory Group | 7,059 | $554.6K | 0.05% | +120+1.7% | Added |
| Metis Global Partners, LLC | 7,051 | $554.0K | 0.15% | +7,051 | New |
| Brown Advisory Securities, LLC | 7,017 | $551.0K | 0.23% | −3,174−31.1% | Reduced |
| First National Bank & Trust Co of Newtown | 7,016 | $551.0K | 0.11% | −260−3.6% | Reduced |
| Laffer Tengler Investments | 7,007 | $550.5K | 0.16% | +900+14.7% | Added |
| First Foundation Advisors | 6,972 | $548.0K | 0.02% | −52−0.7% | Reduced |
| Field & Main Bank | 6,967 | $547.0K | 0.32% | +90+1.3% | Added |
| Princeton Capital Management LLC | 6,967 | $547.0K | 0.16% | +325+4.9% | Added |
| Savant Capital, LLC | 6,948 | $546.0K | 0.02% | +2,509+56.5% | Added |
| Ieq Capital, LLC | 6,941 | $545.0K | 0.01% | −365−5.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,860 | $539.0K | 0.04% | +230+3.5% | Added |
| Chicago Partners Investment Group LLC | 6,823 | $537.0K | 0.04% | −284−4.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,828 | $536.0K | 0.03% | −118−1.7% | Reduced |
| Tyler-Stone Wealth Management | 6,794 | $534.0K | 0.28% | +6,794 | New |
| Desjardins Global Asset Management Inc. | 6,791 | $533.0K | 0.05% | +6,791 | New |
| Jaffetilchin Investment Partners, LLC | 6,756 | $531.0K | 0.05% | +93+1.4% | Added |
| Brighton Jones LLC | 6,749 | $530.0K | 0.03% | −300−4.3% | Reduced |
| Kingfisher Capital LLC | 6,745 | $530.0K | 0.12% | −306−4.3% | Reduced |
| West Family Investments, Inc. | 6,722 | $528.0K | 0.15% | +6,722 | New |
| Summit X, LLC | 6,736 | $527.0K | 0.12% | −7−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 6,690 | $526.0K | 0.24% | +159+2.4% | Added |
| Koshinski Asset Management, Inc. | 6,665 | $523.6K | 0.04% | −424−6.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,641 | $522.0K | 0.06% | −841−11.2% | Reduced |
| Clearstead Advisors, LLC | 6,569 | $516.0K | 0.04% | −7−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,557 | $515.0K | 0.02% | −47−0.7% | Reduced |
| Principle Wealth Partners LLC | 6,548 | $514.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 6,517 | $512.0K | 0.51% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 6,511 | $512.0K | 0.13% | +41+0.6% | Added |
| Fisher Asset Management, LLC | 6,522 | $512.0K | 0.00% | +2,721+71.6% | Added |
| StoneX Group Inc. | 6,513 | $511.7K | 0.06% | −9−0.1% | Reduced |
| Altium Wealth Management LLC | 6,464 | $508.0K | 0.03% | +949+17.2% | Added |
| Ashton Thomas Private Wealth, LLC | 6,454 | $507.0K | 0.05% | −1,418−18.0% | Reduced |
| FinTrust Capital Advisors, LLC | 6,445 | $506.0K | 0.12% | −1,014−13.6% | Reduced |
| Financial Architects, Inc | 6,446 | $506.0K | 0.07% | −425−6.2% | Reduced |
| Truvestments Capital LLC | 6,445 | $506.0K | 0.25% | −75−1.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $503.0K | 0.42% | 00.0% | Unchanged |
| Greenleaf Trust | 6,385 | $502.0K | 0.01% | −1,577−19.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,386 | $502.0K | 0.15% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 6,367 | $500.0K | 0.01% | −850−11.8% | Reduced |
| Wrapmanager Inc | 6,328 | $497.0K | 0.12% | +134+2.2% | Added |
| MBA Advisors LLC | 6,316 | $496.0K | 0.31% | −700−10.0% | Reduced |
| Platform Technology Partners | 6,312 | $496.0K | 0.22% | −350−5.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,299 | $495.0K | 0.08% | +157+2.6% | Added |
| Aevitas Wealth Management, Inc. | 6,306 | $495.0K | 0.29% | +531+9.2% | Added |
| Mystic Asset Management, Inc. | 6,289 | $494.0K | 0.23% | +6,289 | New |
| Henshaw Capital LLC | 6,276 | $493.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,221 | $488.0K | 0.10% | +6,221 | New |
| Arden Trust Co | 6,201 | $487.0K | 0.08% | −28−0.4% | Reduced |
| Milestone Advisory Partners | 6,201 | $487.0K | 0.25% | +1,080+21.1% | Added |
| Balentine LLC | 6,201 | $487.0K | 0.02% | +2,703+77.3% | Added |
| Summit Asset Management, LLC | 6,182 | $486.0K | 0.14% | +224+3.8% | Added |
| Nomura Holdings Inc | 6,153 | $483.0K | 0.00% | +6,153 | New |
| Clarius Group, LLC | 6,117 | $481.0K | 0.04% | +817+15.4% | Added |