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, Q1 2022
Institutional positions in Dominion Energy, Inc as of Mar 31, 2022. 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
- 1,543
- +68 vs. Q4 2021
- Shares held
- 561.9M
- +6.82M (+1.2%) vs. Q4 2021
- Total value
- $47.7B
- +$4.13B (+9.5%) vs. Q4 2021
- New holders
- 162
- 594 more added
- Sold out
- 94
- 542 more reduced
14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 2,036 | $173.0K | 0.04% | +4+0.2% | Added |
| Gradient Investments LLC | 2,033 | $173.0K | 0.00% | +96+5.0% | Added |
| MCF Advisors LLC | 2,033 | $173.0K | 0.02% | +2,033 | New |
| SOA Wealth Advisors, LLC. | 2,070 | $175.0K | 0.04% | +6+0.3% | Added |
| Byrne Asset Management LLC | 735 | $177.0K | 0.11% | −370−33.5% | Reduced |
| Central Bank & Trust Co | 2,087 | $177.0K | 0.03% | −105−4.8% | Reduced |
| Carolinas Wealth Consulting LLC | 2,100 | $178.0K | 0.04% | +27+1.3% | Added |
| Tradewinds Capital Management, LLC | 2,191 | $186.0K | 0.03% | +17+0.8% | Added |
| Macroview Investment Management LLC | 2,197 | $187.0K | 0.27% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,205 | $187.0K | 0.04% | +1,608+269.3% | Added |
| NSI Retail Advisors, LLC | 2,211 | $188.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,211 | $188.0K | 0.06% | +1,935+701.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $191.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,254 | $192.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,276 | $193.0K | 0.04% | −600−20.9% | Reduced |
| Trustcore Financial Services, LLC | 2,279 | $194.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,316 | $197.0K | 0.04% | −2,721−54.0% | Reduced |
| S.A. Mason LLC | 2,348 | $200.0K | 0.12% | 00.0% | Unchanged |
| Northeast Investment Management | 2,359 | $200.0K | 0.01% | +2,359 | New |
| NBW Capital LLC | 2,358 | $200.0K | 0.05% | +2,358 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 2,350 | $200.0K | 0.01% | +2,350 | New |
| Atlas Private Wealth Management | 2,359 | $200.0K | 0.12% | +2,359 | New |
| Wintrust Investments LLC | 2,368 | $201.0K | 0.02% | +2,368 | New |
| Crestwood Advisors Group LLC | 2,360 | $201.0K | 0.01% | +2,360 | New |
| RB Capital Management, LLC | 2,362 | $201.0K | 0.07% | +2,362 | New |
| Laidlaw Wealth Management LLC | 2,365 | $201.0K | 0.03% | +2,365 | New |
| Bar Harbor Trust Services | 2,371 | $202.0K | 0.06% | +2,371 | New |
| XR Securities LLC | 2,375 | $202.0K | 0.04% | +2,375 | New |
| Keystone Financial Services | 2,413 | $202.0K | 0.12% | +2,413 | New |
| Eads & Heald Wealth Management | 2,392 | $203.0K | 0.09% | −572−19.3% | Reduced |
| OLIO Financial Planning | 2,386 | $203.0K | 0.12% | +2,386 | New |
| Zullo Investment Group, Inc. | 2,405 | $204.0K | 0.11% | −3−0.1% | Reduced |
| Regents of the University of California | 2,400 | $204.0K | 0.03% | +2,400 | New |
| Marble Harbor Investment Counsel, LLC | 2,400 | $204.0K | 0.03% | +2,400 | New |
| New Jersey Better Educational Savings Trust | 2,400 | $204.0K | 0.50% | +2,400 | New |
| Gladstone Institutional Advisory LLC | 2,409 | $205.0K | 0.01% | +2,409 | New |
| Ignite Planners, LLC | 2,428 | $206.0K | 0.14% | +2,428 | New |
| Gray Wealth Management Inc. | 2,421 | $206.0K | 0.11% | +2,421 | New |
| Chilton Investment Co LLC | 2,439 | $207.0K | 0.00% | +2,439 | New |
| Virtu Financial LLC | 2,440 | $207.0K | 0.02% | +2,440 | New |
| Rossmore Private Capital | 2,432 | $207.0K | 0.03% | +2,432 | New |
| Townsend Asset Management Corp | 2,458 | $209.0K | 0.10% | +2,458 | New |
| Strategic Blueprint, LLC | 2,462 | $209.0K | 0.02% | +2,462 | New |
| Norway Savings Bank | 2,472 | $210.0K | 0.09% | −160−6.1% | Reduced |
| Evoke Wealth, LLC | 2,477 | $210.0K | 0.01% | +41+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,478 | $210.0K | 0.07% | +2,478 | New |
| Barnes Pettey Financial Advisors, LLC | 2,474 | $210.0K | 0.25% | +2,474 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,487 | $211.0K | 0.02% | −179−6.7% | Reduced |
| Court Place Advisors, LLC | 2,486 | $211.0K | 0.07% | −100−3.9% | Reduced |
| Mark Stevens | 2,476 | $211.0K | 0.02% | +2,476 | New |
| Choate Investment Advisors | 2,491 | $211.0K | 0.01% | +2,491 | New |
| Assetmark, Inc | 2,493 | $212.0K | 0.00% | −42−1.7% | Reduced |
| Affinity Wealth Management LLC | 2,419 | $212.0K | 0.04% | +2,419 | New |
| US Asset Management LLC | 2,492 | $212.0K | 0.20% | +2,492 | New |
| Laurel Wealth Advisors LLC | 2,508 | $213.0K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,511 | $213.0K | 0.06% | +2,511 | New |
| ARGI Investment Services, LLC | 2,515 | $214.0K | 0.01% | −9,573−79.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,516 | $214.0K | 0.06% | −197−7.3% | Reduced |
| Beaton Management Co. Inc. | 2,514 | $214.0K | 0.13% | +2,514 | New |
| Montecito Bank & Trust | 2,527 | $215.0K | 0.04% | −95−3.6% | Reduced |
| Texas Yale Capital Corp. | 2,535 | $215.0K | 0.01% | +2,535 | New |
| Naples Global Advisors, LLC | 2,528 | $215.0K | 0.02% | +2,528 | New |
| Novare Capital Management LLC | 2,537 | $216.0K | 0.02% | −310−10.9% | Reduced |
| Boston Common Asset Management, LLC | 2,541 | $216.0K | 0.01% | −303−10.7% | Reduced |
| Private Asset Management Inc | 2,540 | $216.0K | 0.03% | +2,540 | New |
| Quadrant Private Wealth Management, LLC | 2,547 | $216.0K | 0.08% | +2,547 | New |
| Summit Wealth Partners, LLC | 2,550 | $216.7K | 0.05% | +4+0.2% | Added |
| Sittner & Nelson, LLC | 2,548 | $217.0K | 0.13% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,555 | $217.0K | 0.07% | +2,555 | New |
| Financial Consulate, Inc | 2,549 | $217.0K | 0.08% | +2,549 | New |
| FC Advisory LLC | 2,564 | $218.0K | 0.09% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,576 | $218.9K | 0.15% | −600−18.9% | Reduced |
| Baker Ellis Asset Management LLC | 2,575 | $219.0K | 0.04% | +2,575 | New |
| Integrated Investment Consultants, LLC | 2,575 | $219.0K | 0.06% | +2,575 | New |
| Northstar Advisory Group, LLC | 2,579 | $219.0K | 0.14% | +2,579 | New |
| Flynn Zito Capital Management, LLC | 2,595 | $220.0K | 0.19% | −61−2.3% | Reduced |
| Schrum Private Wealth Management LLC | 2,657 | $221.0K | 0.22% | −16−0.6% | Reduced |
| Bellecapital International Ltd. | 2,596 | $221.0K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,603 | $221.0K | 0.01% | +2,603 | New |
| Bremer Bank National Association | 2,599 | $221.0K | 0.04% | +2,599 | New |
| Hightower 6M Holding, LLC | 2,603 | $221.0K | 0.02% | +2,603 | New |
| Valley National Advisers Inc | 2,610 | $222.0K | 0.04% | −400−13.3% | Reduced |
| Patriot Investment Management Inc. | 2,616 | $222.0K | 0.02% | +2,616 | New |
| Gamco Investors, Inc. Et Al | 2,625 | $223.0K | 0.00% | −200−7.1% | Reduced |
| Oakworth Capital, Inc. | 2,634 | $224.0K | 0.02% | −863−24.7% | Reduced |
| Freestone Capital Holdings, LLC | 2,640 | $224.0K | 0.01% | +86+3.4% | Added |
| Ballentine Partners, LLC | 2,631 | $224.0K | 0.01% | +2,631 | New |
| Axiom Investment Management LLC | 2,650 | $224.0K | 0.49% | +2,650 | New |
| Rosenberg Matthew Hamilton | 2,649 | $225.0K | 0.08% | +45+1.7% | Added |
| Holistic Financial Partners | 2,643 | $225.0K | 0.14% | +2,643 | New |
| ICA Group Wealth Management, LLC | 2,721 | $225.0K | 0.04% | +2,721 | New |
| Covenant Asset Management, LLC | 2,659 | $226.0K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,660 | $226.0K | 0.08% | +4+0.2% | Added |
| Whalerock Point Partners, LLC | 2,667 | $226.6K | 0.08% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,628 | $227.0K | 0.12% | +2,628 | New |
| Lloyd Advisory Services, LLC. | 2,685 | $228.0K | 0.11% | +446+19.9% | Added |
| Carmichael Hill & Associates, Inc. | 2,694 | $229.0K | 0.12% | −495−15.5% | Reduced |
| Tandem Investment Advisors, Inc. | 2,709 | $230.0K | 0.01% | −556−17.0% | Reduced |
| Almanack Investment Partners, LLC. | 2,707 | $230.0K | 0.02% | −109−3.9% | Reduced |
| Dodge & Cox | 2,712 | $230.0K | 0.00% | 00.0% | Unchanged |