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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 2,938 | $250.0K | 0.08% | −5−0.2% | Reduced |
| 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 |
| Curated Wealth Partners LLC | 3,125 | $247.0K | 0.08% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,892 | $246.0K | 0.04% | +10+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 2,875 | $244.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Columbus Macro, LLC | 2,847 | $242.0K | 0.08% | −16−0.6% | Reduced |
| DuPont Capital Management Corp | 2,837 | $241.0K | 0.01% | −1,310−31.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Essex Savings Bank | 2,775 | $236.0K | 0.08% | +200+7.8% | Added |
| Roanoke Asset Management Corp | 2,762 | $235.0K | 0.09% | 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 |
| Campion Asset Management LLC | 2,743 | $233.0K | 0.20% | 00.0% | Unchanged |
| Exane Derivatives | 2,740 | $232.8K | 0.07% | −1,433−34.3% | 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 |
| American Trust | 2,712 | $231.0K | 0.02% | −248−8.4% | 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 |
| 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 |
| Carmichael Hill & Associates, Inc. | 2,694 | $229.0K | 0.12% | −495−15.5% | Reduced |
| Lloyd Advisory Services, LLC. | 2,685 | $228.0K | 0.11% | +446+19.9% | Added |
| Websterrogers Financial Advisors, LLC | 2,628 | $227.0K | 0.12% | +2,628 | New |
| Whalerock Point Partners, LLC | 2,667 | $226.6K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Gamco Investors, Inc. Et Al | 2,625 | $223.0K | 0.00% | −200−7.1% | Reduced |
| 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 |
| 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 |
| Flynn Zito Capital Management, LLC | 2,595 | $220.0K | 0.19% | −61−2.3% | 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 |
| American State Bank (Iowa) | 2,576 | $218.9K | 0.15% | −600−18.9% | Reduced |
| FC Advisory LLC | 2,564 | $218.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Summit Wealth Partners, LLC | 2,550 | $216.7K | 0.05% | +4+0.2% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |