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 |
|---|---|---|---|---|---|
| Midwest Professional Planners, LTD. | 4,308 | $366.0K | 0.18% | +411+10.5% | Added |
| Webster Bank, N. A. | 4,329 | $367.0K | 0.04% | −175−3.9% | Reduced |
| Black Diamond Financial, LLC | 4,332 | $368.0K | 0.12% | +4,332 | New |
| Powers Advisory Group, LLC | 4,339 | $369.0K | 0.26% | +26+0.6% | Added |
| WealthTrust Axiom LLC | 4,360 | $370.0K | 0.12% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,383 | $372.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $374.0K | 0.29% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,411 | $375.0K | 0.03% | −91−2.0% | Reduced |
| Thompson Davis & Co., Inc. | 4,423 | $376.0K | 0.46% | −3,795−46.2% | Reduced |
| Change Path, LLC | 4,437 | $377.0K | 0.02% | −947−17.6% | Reduced |
| Verity Asset Management, Inc. | 4,434 | $377.0K | 0.24% | +1,686+61.4% | Added |
| Foundations Investment Advisors, LLC | 4,321 | $378.0K | 0.01% | +242+5.9% | Added |
| Sawgrass Asset Management LLC | 4,462 | $379.0K | 0.04% | +4,462 | New |
| Evolution Advisers, Inc. | 4,468 | $380.0K | 0.28% | +31+0.7% | Added |
| McMillion Capital Management Inc | 4,482 | $381.0K | 0.24% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,485 | $381.0K | 0.10% | +504+12.7% | Added |
| Benedict Financial Advisors Inc | 4,494 | $382.0K | 0.10% | −591−11.6% | Reduced |
| Washington Trust Advisors, Inc. | 4,520 | $384.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 4,516 | $384.0K | 0.05% | +99+2.2% | Added |
| Hantz Financial Services, Inc. | 4,553 | $387.0K | 0.01% | +4,553 | New |
| Symmetry Partners, LLC | 4,585 | $390.0K | 0.02% | +1,336+41.1% | Added |
| Evergreen Capital Management LLC | 4,603 | $391.0K | 0.02% | +228+5.2% | Added |
| Gotham Asset Management, LLC | 4,624 | $393.0K | 0.01% | −64,918−93.4% | Reduced |
| Scotia Capital Inc. | 4,625 | $393.0K | 0.00% | −938−16.9% | Reduced |
| Lakeview Capital Partners, LLC | 4,622 | $393.0K | 0.20% | +235+5.4% | Added |
| Nwam LLC | 4,627 | $393.0K | 0.03% | +1,579+51.8% | Added |
| Nadler Financial Group, Inc. | 4,648 | $395.0K | 0.06% | 00.0% | Unchanged |
| GDS Wealth Management | 4,550 | $395.0K | 0.09% | −19−0.4% | Reduced |
| Ashfield Capital Partners, LLC | 4,666 | $396.0K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,675 | $397.0K | 0.32% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,706 | $399.0K | 0.09% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,700 | $399.0K | 0.60% | +4,700 | New |
| Marotta Asset Management | 4,696 | $399.0K | 0.09% | −479−9.3% | Reduced |
| Independent Financial Group, LLC | 4,701 | $399.5K | 0.03% | −204−4.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,712 | $400.0K | 0.08% | +61+1.3% | Added |
| Gateway Investment Advisers LLC | 4,719 | $401.0K | 0.00% | −2,499−34.6% | Reduced |
| Ergoteles LLC | 4,719 | $401.0K | 0.02% | +146+3.2% | Added |
| Comerica Securities,inc. | 4,720 | $401.0K | 0.03% | +1,510+47.0% | Added |
| SFE Investment Counsel | 4,730 | $402.0K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 4,749 | $403.0K | 0.19% | +810+20.6% | Added |
| Middleton & Co Inc | 4,758 | $404.0K | 0.04% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 4,750 | $404.0K | 0.42% | +1,900+66.7% | Added |
| Sawtooth Solutions, LLC | 4,762 | $405.0K | 0.05% | −2,372−33.2% | Reduced |
| Modera Wealth Management, LLC | 4,766 | $405.0K | 0.02% | +1,373+40.5% | Added |
| Harbour Capital Advisors, LLC | 4,775 | $406.0K | 0.11% | −2,950−38.2% | Reduced |
| Cypress Asset Management Inc | 4,775 | $406.0K | 0.12% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,776 | $406.0K | 0.12% | +532+12.5% | Added |
| Flputnam Investment Management Co | 4,787 | $407.0K | 0.01% | −947−16.5% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $407.0K | 0.01% | +4,799 | New |
| Toews Corp | 4,800 | $408.0K | 0.07% | +4,800 | New |
| Minot Wealth Management LLC | 4,819 | $409.0K | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,819 | $409.0K | 0.03% | +37+0.8% | Added |
| Sandbox Financial Partners, LLC | 4,839 | $411.0K | 0.23% | −177−3.5% | Reduced |
| Partners in Financial Planning | 4,851 | $411.8K | 0.13% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,844 | $412.0K | 0.25% | +10.0% | Added |
| Buttonwood Financial Advisors Inc. | 4,852 | $412.0K | 0.37% | +4,852 | New |
| Sagefield Capital LP | 4,860 | $413.0K | 0.18% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,864 | $413.0K | 0.03% | +254+5.5% | Added |
| Elmwood Wealth Management, Inc. | 4,869 | $414.0K | 0.21% | −30−0.6% | Reduced |
| Gyon Technologies Capital Management, LP | 4,885 | $415.0K | 0.29% | −5,916−54.8% | Reduced |
| UMA Financial Services, Inc. | 5,033 | $415.0K | 0.11% | +20.0% | Added |
| Stiles Financial Services Inc | 4,892 | $416.0K | 0.21% | +31+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,900 | $416.0K | 0.04% | +625+14.6% | Added |
| MAI Capital Management | 4,897 | $416.0K | 0.01% | +1,345+37.9% | Added |
| EPG Wealth Management LLC | 4,901 | $416.0K | 0.14% | +2,016+69.9% | Added |
| CRA Financial Services, LLC | 4,904 | $417.0K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,928 | $418.0K | 0.04% | −3−0.1% | Reduced |
| Waldron Private Wealth LLC | 4,926 | $418.0K | 0.02% | +293+6.3% | Added |
| Merit Financial Group, LLC | 4,930 | $419.0K | 0.03% | +4,930 | New |
| Forum Financial Management, LP | 4,951 | $420.0K | 0.02% | +5+0.1% | Added |
| Apella Capital, LLC | 4,944 | $420.0K | 0.06% | +10+0.2% | Added |
| CIBC World Markets Inc. | 4,949 | $421.0K | 0.00% | −50−1.0% | Reduced |
| KC Investment Advisors, LLC | 4,949 | $421.0K | 0.29% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,954 | $421.0K | 0.06% | +2,654+115.4% | Added |
| North Star Investment Management Corp. | 4,961 | $422.0K | 0.03% | −336−6.3% | Reduced |
| Physicians Financial Services, Inc. | 4,993 | $424.0K | 0.16% | −125−2.4% | Reduced |
| Bristol John W & Co Inc | 5,000 | $425.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,062 | $430.0K | 0.00% | −1,460−22.4% | Reduced |
| FinTrust Capital Advisors, LLC | 5,067 | $430.0K | 0.10% | −1,378−21.4% | Reduced |
| Quadrant Capital Group LLC | 5,085 | $432.0K | 0.05% | +496+10.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,092 | $432.7K | 0.10% | +5,092 | New |
| 4J Wealth Management LLC | 5,093 | $433.0K | 0.38% | +210+4.3% | Added |
| Cable Hill Partners, LLC | 5,109 | $434.0K | 0.29% | −3,984−43.8% | Reduced |
| FourThought Financial, LLC | 5,131 | $434.0K | 0.05% | −17−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 5,152 | $438.0K | 0.04% | +205+4.1% | Added |
| Transcend Wealth Collective, LLC | 5,173 | $440.0K | 0.04% | +234+4.7% | Added |
| Wambolt & Associates, LLC | 5,108 | $441.0K | 0.16% | +15+0.3% | Added |
| Rollins Financial | 5,229 | $444.0K | 0.13% | +735+16.4% | Added |
| MBA Advisors LLC | 5,234 | $445.0K | 0.28% | −1,082−17.1% | Reduced |
| Camelot Portfolios, LLC | 5,243 | $446.0K | 0.22% | −6,577−55.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,259 | $447.0K | 0.02% | −13−0.2% | Reduced |
| Mechanics Financial Corp | 5,265 | $447.0K | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,259 | $447.0K | 0.10% | +210+4.2% | Added |
| Osborne Partners Capital Management, LLC | 5,287 | $449.0K | 0.03% | −57−1.1% | Reduced |
| Girard Partners Ltd. | 5,304 | $450.0K | 0.05% | −618−10.4% | Reduced |
| Westshore Wealth, LLC | 5,300 | $450.0K | 0.30% | +100+1.9% | Added |
| Aspiriant, LLC | 5,305 | $450.0K | 0.02% | +447+9.2% | Added |
| Doyle Wealth Management | 5,313 | $451.0K | 0.03% | −293−5.2% | Reduced |
| MKT Advisors LLC | 5,394 | $452.0K | 0.34% | +36+0.7% | Added |
| Coldstream Capital Management Inc | 5,350 | $455.0K | 0.02% | +500+10.3% | Added |