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 |
|---|---|---|---|---|---|
| Day & Ennis, LLC | 2,704 | $230.0K | 0.08% | +10.0% | Added |
| YorkBridge Wealth Partners, LLC | 2,708 | $230.0K | 0.05% | +8+0.3% | Added |
| LMCG Investments, LLC | 2,708 | $230.0K | 0.01% | +2,708 | New |
| American Trust | 2,712 | $231.0K | 0.02% | −248−8.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,725 | $232.0K | 0.03% | −469−14.7% | Reduced |
| Advisors Capital Management, LLC | 2,734 | $232.0K | 0.01% | −79−2.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,734 | $232.0K | 0.02% | +41+1.5% | Added |
| Exane Derivatives | 2,740 | $232.8K | 0.07% | −1,433−34.3% | Reduced |
| Campion Asset Management LLC | 2,743 | $233.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,743 | $234.0K | 0.02% | −3,478−55.9% | Reduced |
| Pathstone Family Office, LLC | 2,669 | $234.0K | 0.01% | +2,669 | New |
| Roanoke Asset Management Corp | 2,762 | $235.0K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 2,775 | $236.0K | 0.08% | +200+7.8% | Added |
| Pitcairn Co | 2,795 | $237.0K | 0.02% | −794−22.1% | Reduced |
| Rockland Trust Co | 2,785 | $237.0K | 0.02% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 2,789 | $237.0K | 0.12% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,785 | $237.0K | 0.11% | +51+1.9% | Added |
| Beacon Investment Advisory Services, Inc. | 2,800 | $238.0K | 0.01% | −114−3.9% | Reduced |
| Blue Barn Wealth, LLC | 2,801 | $238.0K | 0.16% | −27−1.0% | Reduced |
| Cabot Wealth Management Inc | 2,802 | $238.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,798 | $238.0K | 0.08% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,806 | $238.0K | 0.05% | +24+0.9% | Added |
| Oppenheimer Asset Management Inc. | 2,803 | $238.0K | 0.00% | +2,803 | New |
| Engineers Gate Manager LP | 2,800 | $238.0K | 0.01% | +2,800 | New |
| Quadrature Capital Ltd | 2,800 | $238.0K | 0.01% | +2,800 | New |
| Williams Jones Wealth Management, LLC. | 2,798 | $238.0K | 0.00% | +2,798 | New |
| Global Trust Asset Management, LLC | 2,809 | $239.0K | 0.10% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,811 | $239.0K | 0.02% | +2,811 | New |
| Northstar Group, Inc. | 2,830 | $240.0K | 0.06% | −2,081−42.4% | Reduced |
| Klingman & Associates, LLC | 2,829 | $240.0K | 0.02% | +2,829 | New |
| DuPont Capital Management Corp | 2,837 | $241.0K | 0.01% | −1,310−31.6% | Reduced |
| Columbus Macro, LLC | 2,847 | $242.0K | 0.08% | −16−0.6% | Reduced |
| MBE Wealth Management, LLC | 2,854 | $243.0K | 0.14% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,844 | $243.0K | 0.12% | +13+0.5% | Added |
| Liberty Wealth Management LLC | 2,871 | $243.0K | 0.09% | +196+7.3% | Added |
| Smith Chas P & Associates Pa Cpas | 2,875 | $244.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,892 | $246.0K | 0.04% | +10+0.3% | Added |
| Curated Wealth Partners LLC | 3,125 | $247.0K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 2,922 | $248.0K | 0.02% | −48−1.6% | Reduced |
| Capital Analysts, LLC | 2,914 | $248.0K | 0.02% | −11−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 2,945 | $250.0K | 0.08% | −10−0.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,939 | $250.0K | 0.14% | −9−0.3% | Reduced |
| Van Cleef Asset Management,Inc | 2,942 | $250.0K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,938 | $250.0K | 0.08% | −5−0.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,952 | $251.0K | 0.02% | −310−9.5% | Reduced |
| Barrett Asset Management, LLC | 2,965 | $251.0K | 0.01% | −21−0.7% | Reduced |
| Hall Laurie J Trustee | 2,961 | $251.0K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,964 | $252.0K | 0.10% | −675−18.5% | Reduced |
| Syntax Advisors, LLC | 2,964 | $252.0K | 0.21% | −675−18.5% | Reduced |
| Neville Rodie & Shaw Inc | 2,915 | $252.0K | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,979 | $253.0K | 0.03% | −599−16.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,976 | $253.0K | 0.03% | −308−9.4% | Reduced |
| Diversified Trust Co | 2,976 | $253.0K | 0.01% | −144−4.6% | Reduced |
| Bridgeworth, LLC | 2,977 | $253.0K | 0.06% | +16+0.5% | Added |
| Cahaba Wealth Management, Inc. | 3,099 | $253.0K | 0.03% | +189+6.5% | Added |
| Beaumont Financial Partners, LLC | 2,997 | $255.0K | 0.02% | −39−1.3% | Reduced |
| Southern Capital Advisors, LLC | 3,000 | $255.0K | 0.17% | +3,000 | New |
| KMG Fiduciary Partners, LLC | 3,013 | $256.0K | 0.04% | +80+2.7% | Added |
| Somerset Trust Co | 3,020 | $257.0K | 0.10% | +37+1.2% | Added |
| McCollum Christoferson Group LLC | 3,050 | $259.0K | 0.06% | +80+2.7% | Added |
| Concord Wealth Partners | 3,061 | $260.0K | 0.07% | −80−2.5% | Reduced |
| EP Wealth Advisors, LLC | 3,066 | $260.0K | 0.01% | +14+0.5% | Added |
| Capital Advisors, Ltd. LLC | 3,062 | $260.0K | 0.04% | +27+0.9% | Added |
| Oarsman Capital, Inc. | 3,074 | $261.0K | 0.10% | +3,074 | New |
| NorthRock Partners, LLC | 3,071 | $261.0K | 0.02% | +3,071 | New |
| Andesa Financial Management Inc. | 3,092 | $261.0K | 0.14% | +3,092 | New |
| WealthShield Partners, LLC | 3,081 | $262.0K | 0.04% | −268−8.0% | Reduced |
| Curran Financial Partners, LLC | 3,085 | $262.0K | 0.11% | 00.0% | Unchanged |
| TCWP LLC | 3,093 | $262.0K | 0.05% | +216+7.5% | Added |
| Douglass Winthrop Advisors, LLC | 3,100 | $263.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $263.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,115 | $264.0K | 0.23% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,107 | $264.0K | 0.04% | +134+4.5% | Added |
| Centennial Wealth Advisory LLC | 3,114 | $265.0K | 0.14% | +529+20.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,125 | $266.0K | 0.01% | −769−19.7% | Reduced |
| Alpha Paradigm Partners, LLC | 3,128 | $266.0K | 0.10% | −293−8.6% | Reduced |
| MTM Investment Management, LLC | 3,140 | $267.0K | 0.13% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,138 | $267.0K | 0.14% | +24+0.8% | Added |
| CX Institutional | 3,139 | $267.0K | 0.02% | +3,139 | New |
| Firethorn Wealth Partners, LLC | 3,156 | $268.0K | 0.20% | −189−5.7% | Reduced |
| Roberts Glore & Co Inc | 3,153 | $268.0K | 0.08% | −150−4.5% | Reduced |
| Hilton Capital Management, LLC | 3,178 | $270.0K | 0.03% | +3,178 | New |
| ERTS Wealth Advisors, LLC | 3,192 | $271.0K | 0.08% | +13+0.4% | Added |
| Farmers National Bank | 3,191 | $271.1K | 0.09% | −131−3.9% | Reduced |
| Aaron Wealth Advisors | 23,281 | $274.0K | 0.01% | +23,281 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $275.0K | 0.15% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,245 | $276.0K | 0.23% | −76−2.3% | Reduced |
| Accurate Wealth Management, LLC | 3,261 | $277.0K | 0.12% | +124+4.0% | Added |
| Meiji Yasuda Life Insurance Co | 3,273 | $278.0K | 0.00% | −204−5.9% | Reduced |
| NTB Financial Corp | 3,289 | $279.0K | 0.20% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,287 | $279.0K | 0.28% | +268+8.9% | Added |
| Keeler Thomas Management LLC | 3,300 | $280.0K | 0.13% | −300−8.3% | Reduced |
| Barnett & Company, Inc. | 3,310 | $281.0K | 0.20% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,719 | $282.0K | 0.03% | – | – |
| Putnam Investments LLC | 3,318 | $282.0K | 0.00% | −95−2.8% | Reduced |
| Enterprise Financial Services Corp | 3,317 | $282.0K | 0.05% | +156+4.9% | Added |
| Segall Bryant & Hamill, LLC | 3,341 | $284.0K | 0.00% | +39+1.2% | Added |
| Quantitative Investment Management, LLC | 3,357 | $285.0K | 0.03% | −7,489−69.0% | Reduced |
| North Point Portfolio Managers Corp | 3,350 | $285.0K | 0.04% | −44−1.3% | Reduced |
| Monarch Capital Management Inc | 3,354 | $285.0K | 0.08% | 00.0% | Unchanged |