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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 7,373 | $626.0K | 0.01% | +2,200+42.5% | Added |
| CWA Asset Management Group, LLC | 7,393 | $628.0K | 0.05% | +159+2.2% | Added |
| Checchi Capital Advisers, LLC | 7,391 | $628.0K | 0.06% | +750+11.3% | Added |
| CoreFirst Bank & Trust | 7,410 | $630.0K | 0.43% | −300−3.9% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $630.0K | 0.33% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,759 | $633.0K | 0.12% | +4,068+110.2% | Added |
| Compton Capital Management Inc | 7,525 | $639.0K | 0.18% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,516 | $639.0K | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,515 | $639.0K | 0.01% | +7,342+4,243.9% | Added |
| Adalta Capital Management LLC | 7,600 | $645.0K | 0.32% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 7,589 | $645.0K | 0.72% | +7,589 | New |
| RVW Wealth, LLC | 7,617 | $647.0K | 0.07% | 00.0% | Unchanged |
| Financial Architects, Inc | 7,629 | $648.0K | 0.09% | +1,183+18.4% | Added |
| Golden State Equity Partners | 7,635 | $649.0K | 0.33% | +129+1.7% | Added |
| Equitable Holdings, Inc. | 7,663 | $651.0K | 0.01% | −970−11.2% | Reduced |
| Kepos Capital LP | 7,671 | $652.0K | 0.05% | −2,099−21.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,687 | $653.0K | 0.04% | +859+12.6% | Added |
| Sunbelt Securities, Inc. | 7,654 | $654.0K | 0.12% | −2,344−23.4% | Reduced |
| Roosevelt Investment Group LLC | 7,692 | $654.0K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,700 | $654.0K | 0.18% | +1,372+21.7% | Added |
| Deseret Mutual Benefit Administrators | 7,726 | $656.0K | 0.13% | +3,157+69.1% | Added |
| Adams Wealth Management | 7,735 | $657.0K | 0.22% | −1,272−14.1% | Reduced |
| AdvisorNet Financial, Inc | 7,744 | $658.0K | 0.04% | −48−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,758 | $659.2K | 0.06% | +1,304+20.2% | Added |
| Hyman Charles D | 7,786 | $662.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 7,803 | $663.0K | 0.19% | +137+1.8% | Added |
| My Legacy Advisors, LLC | 7,817 | $664.0K | 0.31% | +7,817 | New |
| Alliance Wealth Advisors, LLC | 7,837 | $666.0K | 0.55% | +67+0.9% | Added |
| Northwest Bancshares, Inc. | 7,905 | $672.0K | 0.13% | −200−2.5% | Reduced |
| Keudell/Morrison Wealth Management | 7,912 | $672.0K | 0.28% | +572+7.8% | Added |
| Colonial Trust Advisors | 7,987 | $679.0K | 0.08% | +55+0.7% | Added |
| Bartlett & Co. LLC | 8,006 | $680.0K | 0.01% | −325−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,006 | $680.3K | 0.01% | −325−3.9% | Reduced |
| Summit Financial Group Inc | 8,035 | $683.0K | 0.23% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,039 | $683.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 8,042 | $683.0K | 0.20% | +65+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 8,066 | $685.0K | 0.08% | −2,550−24.0% | Reduced |
| AMG National Trust Bank | 8,168 | $694.0K | 0.02% | +500+6.5% | Added |
| Beacon Financial Advisory LLC | 8,250 | $701.0K | 0.33% | +503+6.5% | Added |
| Ameritas Advisory Services, LLC | 8,287 | $704.0K | 0.03% | +155+1.9% | Added |
| Investment Management of Virginia LLC | 8,416 | $714.0K | 0.13% | +334+4.1% | Added |
| XTX Topco Ltd | 8,401 | $714.0K | 0.31% | +2,784+49.6% | Added |
| Intrust Bank NA | 8,412 | $715.0K | 0.09% | +864+11.4% | Added |
| Tranquility Partners, LLC | 8,449 | $718.0K | 0.34% | −406−4.6% | Reduced |
| We Are One Seven, LLC | 8,463 | $719.0K | 0.08% | +575+7.3% | Added |
| IFG Advisory, LLC | 8,512 | $723.0K | 0.07% | −459−5.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 8,545 | $726.0K | 0.14% | +210+2.5% | Added |
| Blue Fin Capital, Inc. | 8,577 | $728.0K | 0.21% | −5−0.1% | Reduced |
| Mutual Advisors, LLC | 8,648 | $735.0K | 0.04% | +99+1.2% | Added |
| Confluence Wealth Services, Inc. | 8,688 | $738.0K | 0.27% | −6−0.1% | Reduced |
| Miramar Capital, LLC | 8,685 | $738.0K | 0.20% | +5,700+191.0% | Added |
| Cullinan Associates Inc | 8,714 | $740.0K | 0.04% | 00.0% | Unchanged |
| Strategic Equity Management | 8,713 | $740.0K | 0.27% | +25+0.3% | Added |
| Archford Capital Strategies, LLC | 8,618 | $742.0K | 0.17% | +1,530+21.6% | Added |
| Schechter Investment Advisors, LLC | 8,752 | $744.0K | 0.07% | +602+7.4% | Added |
| Eagle Ridge Investment Management | 8,753 | $744.0K | 0.08% | +1,672+23.6% | Added |
| Evermay Wealth Management LLC | 8,769 | $745.0K | 0.12% | −1,500−14.6% | Reduced |
| Grimes & Company, Inc. | 8,774 | $746.0K | 0.04% | −663−7.0% | Reduced |
| IHT Wealth Management, LLC | 8,780 | $746.0K | 0.06% | +762+9.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,993 | $764.0K | 0.11% | +20+0.2% | Added |
| 1st Source Bank | 9,007 | $765.0K | 0.05% | +59+0.7% | Added |
| Greenleaf Trust | 9,000 | $765.0K | 0.01% | +2,615+41.0% | Added |
| Cullen Capital Management LLC | 9,011 | $766.0K | 0.01% | +838+10.3% | Added |
| Centre Asset Management, LLC | 9,029 | $767.0K | 0.24% | −51−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 9,122 | $775.0K | 0.03% | −2,261−19.9% | Reduced |
| Rowland & Co Investment Counsel | 9,173 | $779.5K | 0.18% | −4,933−35.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,182 | $780.0K | 0.36% | −300−3.2% | Reduced |
| Headinvest, LLC | 9,176 | $780.0K | 0.15% | −165−1.8% | Reduced |
| Meeder Asset Management Inc | 9,184 | $780.0K | 0.04% | +9,184 | New |
| Paradigm Asset Management Co LLC | 9,200 | $781.7K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 9,196 | $782.0K | 0.03% | −107−1.2% | Reduced |
| Wealthspire Advisors, LLC | 9,226 | $784.0K | 0.02% | −5,954−39.2% | Reduced |
| BLB&B Advisors, LLC | 9,232 | $784.0K | 0.05% | −115−1.2% | Reduced |
| Mirabella Financial Services LLP | 9,268 | $788.0K | 0.09% | +515+5.9% | Added |
| Oak Harbor Wealth Partners, LLC | 9,379 | $797.0K | 0.26% | +161+1.7% | Added |
| High Net Worth Advisory Group LLC | 9,411 | $800.0K | 0.29% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 9,410 | $800.0K | 0.03% | +141+1.5% | Added |
| Hilltop Holdings Inc. | 9,500 | $807.0K | 0.09% | +280+3.0% | Added |
| Waters Parkerson & Co., LLC | 9,512 | $808.0K | 0.05% | 00.0% | Unchanged |
| Kalos Management, Inc. | 9,523 | $809.0K | 0.55% | −1,627−14.6% | Reduced |
| ELCO Management Co., LLC | 9,538 | $810.0K | 0.55% | −500−5.0% | Reduced |
| First Foundation Advisors | 9,630 | $818.0K | 0.03% | +2,658+38.1% | Added |
| Graypoint LLC | 9,634 | $819.0K | 0.08% | +198+2.1% | Added |
| Arete Wealth Advisors, LLC | 9,653 | $820.0K | 0.07% | −38−0.4% | Reduced |
| Prudent Man Advisors, LLC | 9,662 | $821.0K | 0.33% | −159−1.6% | Reduced |
| Ninepoint Partners LP | 9,689 | $823.0K | 0.20% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 9,689 | $823.0K | 0.47% | +78+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 9,700 | $824.0K | 0.17% | +2,225+29.8% | Added |
| Wetherby Asset Management Inc | 9,760 | $829.0K | 0.05% | +268+2.8% | Added |
| Ieq Capital, LLC | 9,783 | $831.0K | 0.02% | +2,842+40.9% | Added |
| Tectonic Advisors LLC | 9,799 | $833.0K | 0.14% | +1,168+13.5% | Added |
| Delta Asset Management LLC | 9,844 | $836.0K | 0.08% | +555+6.0% | Added |
| Oak Thistle LLC | 9,899 | $841.0K | 0.44% | +9,899 | New |
| HB Wealth Management, LLC | 9,910 | $842.0K | 0.02% | +1,437+17.0% | Added |
| Stokes Family Office, LLC | 9,938 | $844.0K | 0.11% | +192+2.0% | Added |
| VeraBank, N.A. | 9,962 | $846.0K | 0.44% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,975 | $847.0K | 0.00% | +319+3.3% | Added |
| Rafferty Asset Management, LLC | 10,049 | $854.0K | 0.01% | −9,641−49.0% | Reduced |
| Fruth Investment Management | 10,165 | $863.0K | 0.24% | −110−1.1% | Reduced |
| Bryn Mawr Trust Co | 10,155 | $863.0K | 0.03% | +100+1.0% | Added |