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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 3,354 | $285.0K | 0.04% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $285.0K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,352 | $285.0K | 0.10% | +19+0.6% | Added |
| Childress Capital Advisors, LLC | 3,364 | $285.0K | 0.10% | +243+7.8% | Added |
| Hunter Associates Investment Management LLC | 3,378 | $287.0K | 0.09% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,390 | $288.0K | 0.00% | −90−2.6% | Reduced |
| Rede Wealth, LLC | 3,385 | $288.0K | 0.14% | +3+0.1% | Added |
| All Season Financial Advisors, Inc. | 3,391 | $288.0K | 0.20% | +20+0.6% | Added |
| Crescent Grove Advisors, LLC | 3,384 | $288.0K | 0.03% | +267+8.6% | Added |
| HGK Asset Management Inc | 3,400 | $289.0K | 0.09% | −951−21.9% | Reduced |
| Berkshire Asset Management LLC | 3,396 | $289.0K | 0.02% | −150−4.2% | Reduced |
| Baldwin Investment Management, LLC | 3,400 | $289.0K | 0.08% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,410 | $290.0K | 0.11% | 00.0% | Unchanged |
| Cadence Bank NA | 3,441 | $292.0K | 0.08% | −1,166−25.3% | Reduced |
| Eudaimonia Advisors LLC | 3,435 | $292.0K | 0.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,443 | $293.0K | 0.11% | +91+2.7% | Added |
| Congress Asset Management Co | 3,445 | $293.0K | 0.00% | +3,445 | New |
| Addison Capital Co | 3,464 | $294.0K | 0.14% | +777+28.9% | Added |
| Benchmark Wealth Management, LLC | 3,474 | $295.0K | 0.20% | 00.0% | Unchanged |
| First National Bank of Omaha | 3,480 | $296.0K | 0.02% | +550+18.8% | Added |
| Inverness Counsel LLC | 3,499 | $297.0K | 0.01% | −73−2.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,486 | $297.0K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,538 | $301.0K | 0.20% | −192−5.1% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $301.0K | 0.10% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,570 | $303.0K | 0.00% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,577 | $304.0K | 0.20% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,594 | $305.4K | 0.21% | +3,594 | New |
| M Holdings Securities, Inc. | 3,598 | $306.0K | 0.02% | +3,598 | New |
| Providence First Trust Co | 3,605 | $306.0K | 0.15% | +3,605 | New |
| Institute for Wealth Management, LLC. | 3,617 | $307.0K | 0.05% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,631 | $309.0K | 0.12% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,642 | $309.0K | 0.02% | +3,642 | New |
| GSB Wealth Management, LLC | 3,650 | $310.0K | 0.09% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,644 | $310.0K | 0.09% | +32+0.9% | Added |
| MJP Associates Inc | 3,662 | $311.0K | 0.08% | +1,048+40.1% | Added |
| Johnson Financial Group, Inc. | 3,691 | $314.0K | 0.02% | −233−5.9% | Reduced |
| Trustmark National Bank Trust Department | 3,697 | $314.0K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,724 | $316.0K | 0.13% | −689−15.6% | Reduced |
| Edge Capital Group, LLC | 3,723 | $316.0K | 0.02% | +35+0.9% | Added |
| Wade G W & Inc | 3,748 | $318.0K | 0.01% | −54−1.4% | Reduced |
| Roman Butler Fullerton & Co | 3,747 | $318.0K | 0.15% | +3+0.1% | Added |
| Wealthsource Partners, LLC | 3,759 | $319.0K | 0.02% | −1,154−23.5% | Reduced |
| Gilman Hill Asset Management, LLC | 3,749 | $319.0K | 0.07% | −85−2.2% | Reduced |
| Pittenger & Anderson Inc | 3,750 | $319.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 3,755 | $319.0K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,760 | $319.0K | 0.13% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,760 | $319.0K | 0.03% | +460+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,760 | $319.0K | 0.06% | +559+17.5% | Added |
| CAPROCK Group, Inc. | 3,769 | $320.0K | 0.03% | −5−0.1% | Reduced |
| Probity Advisors, Inc. | 3,774 | $321.0K | 0.07% | −750−16.6% | Reduced |
| Alpha Cubed Investments, LLC | 3,776 | $321.0K | 0.02% | −705−15.7% | Reduced |
| Ritholtz Wealth Management | 3,773 | $321.0K | 0.02% | +985+35.3% | Added |
| Regal Investment Advisors LLC | 3,773 | $321.0K | 0.03% | +1,116+42.0% | Added |
| Tobam | 3,780 | $321.0K | 0.02% | +1,407+59.3% | Added |
| Equitable Trust Co | 3,799 | $323.0K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,821 | $325.0K | 0.13% | +813+27.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,855 | $326.0K | 0.26% | +3,855 | New |
| Mitchell Sinkler & Starr | 3,845 | $327.0K | 0.10% | −79−2.0% | Reduced |
| Boothbay Fund Management, LLC | 3,846 | $327.0K | 0.01% | +3,846 | New |
| Gryphon Financial Partners LLC | 3,861 | $328.0K | 0.07% | −35−0.9% | Reduced |
| Austin Private Wealth, LLC | 3,891 | $331.0K | 0.07% | −18−0.5% | Reduced |
| BCGM Wealth Management, LLC | 4,072 | $332.0K | 0.18% | −6,336−60.9% | Reduced |
| Courier Capital LLC | 3,903 | $332.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,911 | $332.0K | 0.00% | +1,168+42.6% | Added |
| Waterfront Wealth Inc. | 3,801 | $333.0K | 0.12% | +3,801 | New |
| DAGCO, Inc. | 4,389 | $336.0K | 0.15% | +523+13.5% | Added |
| HBW Advisory Services LLC | 3,963 | $337.0K | 0.12% | +33+0.8% | Added |
| Capital Investment Counsel, Inc | 3,977 | $338.0K | 0.07% | −1,910−32.4% | Reduced |
| Alhambra Investment Partners LLC | 3,994 | $339.0K | 0.22% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,987 | $339.0K | 0.22% | +106+2.7% | Added |
| Summit Global Investments | 4,014 | $341.0K | 0.03% | −18,509−82.2% | Reduced |
| Fagan Associates, Inc. | 4,018 | $341.0K | 0.07% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,024 | $342.0K | 0.07% | +905+29.0% | Added |
| MSH Capital Advisors LLC | 4,035 | $342.8K | 0.14% | −13,183−76.6% | Reduced |
| First Commonwealth Financial Corp | 4,051 | $344.0K | 0.11% | −750−15.6% | Reduced |
| Great Valley Advisor Group, Inc. | 4,092 | $345.0K | 0.02% | +5+0.1% | Added |
| Phoenix Wealth Advisors | 3,931 | $345.0K | 0.36% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,075 | $346.0K | 0.20% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,082 | $347.0K | 0.07% | +347+9.3% | Added |
| Camden National Bank | 4,099 | $348.0K | 0.06% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,968 | $348.0K | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,118 | $349.0K | 0.06% | +625+17.9% | Added |
| 44 Wealth Management LLC | 4,114 | $350.0K | 0.13% | −78,581−95.0% | Reduced |
| Athena Investment Management | 4,157 | $350.0K | 0.27% | +4,157 | New |
| Fort Point Capital Partners LLC | 4,130 | $351.0K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 4,160 | $353.0K | 0.04% | −870−17.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,151 | $353.0K | 0.09% | −104−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,163 | $354.0K | 0.01% | +657+18.7% | Added |
| Lido Advisors, LLC | 4,199 | $356.0K | 0.01% | −584−12.2% | Reduced |
| NewEdge Wealth, LLC | 4,189 | $356.0K | 0.02% | −396−8.6% | Reduced |
| ACG Wealth | 4,206 | $357.0K | 0.07% | −5,634−57.3% | Reduced |
| Mayfair Advisory Group, LLC | 4,164 | $359.0K | 0.46% | +219+5.6% | Added |
| Brown Advisory Securities, LLC | 4,217 | $360.0K | 0.21% | −2,800−39.9% | Reduced |
| BKD Wealth Advisors, LLC | 4,261 | $362.0K | 0.02% | −40−0.9% | Reduced |
| LCNB Corp | 4,257 | $362.0K | 0.17% | −6−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,281 | $364.0K | 0.05% | +35+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,280 | $364.0K | 0.33% | +29+0.7% | Added |
| Camden Capital, LLC | 4,279 | $364.0K | 0.08% | +631+17.3% | Added |
| Financial Advisory Corp | 4,313 | $366.0K | 0.19% | −3,488−44.7% | Reduced |
| Sadoff Investment Management LLC | 4,304 | $366.0K | 0.02% | −35−0.8% | Reduced |