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, Q3 2022
Institutional positions in Dominion Energy, Inc as of Sep 30, 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
- 1,443
- −53 vs. Q2 2022
- Shares held
- 590.9M
- +8.98M (+1.5%) vs. Q2 2022
- Total value
- $40.8B
- −$5.62B (−12.1%) vs. Q2 2022
- New holders
- 82
- 623 more added
- Sold out
- 135
- 478 more reduced
24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 2,087 | $144.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,102 | $145.0K | 0.09% | +84+4.2% | Added |
| Icon Wealth Advisors, LLC | 2,108 | $146.0K | 0.02% | +2,108 | New |
| Assetmark, Inc | 2,135 | $148.0K | 0.00% | −325−13.2% | Reduced |
| Providence First Trust Co | 2,166 | $150.0K | 0.09% | −1,439−39.9% | Reduced |
| Norway Savings Bank | 2,192 | $151.0K | 0.08% | −280−11.3% | Reduced |
| Macroview Investment Management LLC | 2,197 | $152.0K | 0.28% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,211 | $153.0K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,225 | $154.0K | 1.07% | +2,225 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $155.0K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,259 | $156.0K | 0.03% | −579−20.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,283 | $158.0K | 0.04% | −225−9.0% | Reduced |
| Trustcore Financial Services, LLC | 2,279 | $158.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,366 | $164.0K | 0.06% | +2,366 | New |
| Sutton Wealth Advisors Inc. | 2,381 | $164.6K | 0.07% | +969+68.6% | Added |
| S.A. Mason LLC | 2,391 | $165.0K | 0.13% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,504 | $173.0K | 0.01% | −10−0.4% | Reduced |
| Hall Laurie J Trustee | 2,500 | $173.0K | 0.09% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,515 | $174.0K | 0.07% | −993−28.3% | Reduced |
| Valley National Advisers Inc | 2,610 | $174.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,551 | $176.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $176.0K | 0.12% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,546 | $176.0K | 0.08% | +2,546 | New |
| American State Bank (Iowa) | 2,576 | $178.0K | 0.15% | −52−2.0% | Reduced |
| Glassman Wealth Services | 2,620 | $181.0K | 0.04% | +211+8.8% | Added |
| Oakworth Capital, Inc. | 2,634 | $182.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 2,668 | $184.0K | 0.01% | −1,643−38.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,695 | $186.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,748 | $190.0K | 0.07% | +166+6.4% | Added |
| Carolinas Wealth Consulting LLC | 49,702 | $193.0K | 0.05% | +50.0% | Added |
| Global Trust Asset Management, LLC | 2,843 | $196.0K | 0.10% | +34+1.2% | Added |
| Exos TFP Holdings LLC | 2,830 | $196.0K | 0.09% | +2,830 | New |
| Capital Analysts, LLC | 2,857 | $197.0K | 0.01% | −27−0.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,899 | $200.0K | 0.03% | +249+9.4% | Added |
| BCGM Wealth Management, LLC | 2,919 | $201.0K | 0.10% | −790−21.3% | Reduced |
| Boston Common Asset Management, LLC | 2,912 | $201.0K | 0.01% | +124+4.4% | Added |
| Harbor Investment Advisory, LLC | 2,906 | $201.0K | 0.03% | +471+19.3% | Added |
| Eudaimonia Advisors LLC | 2,919 | $202.0K | 0.15% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,917 | $202.0K | 0.14% | +89+3.1% | Added |
| Van Cleef Asset Management,Inc | 2,942 | $203.0K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,954 | $204.0K | 0.12% | +255+9.4% | Added |
| Bath Savings Trust Co | 2,979 | $206.0K | 0.03% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 3,000 | $207.0K | 0.17% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,999 | $207.0K | 0.03% | +40+1.4% | Added |
| ARGI Investment Services, LLC | 2,996 | $207.0K | 0.01% | +438+17.1% | Added |
| Bremer Bank National Association | 3,008 | $208.0K | 0.05% | −128−4.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,018 | $208.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,008 | $208.0K | 0.08% | +70+2.4% | Added |
| Crewe Advisors LLC | 3,003 | $208.0K | 0.04% | +111+3.8% | Added |
| Crescent Grove Advisors, LLC | 3,030 | $209.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,017 | $209.0K | 0.02% | +124+4.3% | Added |
| Ziegler Capital Management, LLC | 3,019 | $209.0K | 0.01% | +448+17.4% | Added |
| Fortitude Advisory Group L.L.C. | 3,040 | $210.0K | 0.20% | −4−0.1% | Reduced |
| Fayez Sarofim & Co | 3,036 | $210.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,053 | $211.0K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 3,062 | $211.0K | 0.04% | +67+2.2% | Added |
| Atticus Wealth Management, LLC | 2,665 | $213.0K | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,100 | $214.0K | 0.01% | 00.0% | Unchanged |
| First Interstate Bank | 3,095 | $214.0K | 0.02% | +30+1.0% | Added |
| Allred Capital Management, LLC | 3,109 | $214.0K | 0.13% | +3,109 | New |
| Valley Brook Capital Group | 3,115 | $215.0K | 0.23% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,140 | $217.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,141 | $217.0K | 0.07% | +166+5.6% | Added |
| Patriot Investment Management Inc. | 3,156 | $218.0K | 0.02% | −176−5.3% | Reduced |
| Sawyer & Company, Inc | 3,155 | $218.0K | 0.12% | −69−2.1% | Reduced |
| WealthShield Partners, LLC | 3,148 | $218.0K | 0.04% | +229+7.8% | Added |
| Whalerock Point Partners, LLC | 3,152 | $218.0K | 0.10% | +485+18.2% | Added |
| Allegheny Financial Group LTD | 3,191 | $220.0K | 0.10% | −717−18.3% | Reduced |
| Capital Advisors, Ltd. LLC | 3,189 | $220.0K | 0.04% | +112+3.6% | Added |
| Farmers National Bank | 3,191 | $220.5K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,192 | $221.0K | 0.06% | −5−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,192 | $221.0K | 0.12% | +26+0.8% | Added |
| ARS Investment Partners, LLC | 3,200 | $221.0K | 0.03% | +3,200 | New |
| Williams Jones Wealth Management, LLC. | 3,213 | $222.0K | 0.00% | −734−18.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,223 | $222.0K | 0.08% | +350+12.2% | Added |
| Benedict Financial Advisors Inc | 3,229 | $223.0K | 0.07% | −480−12.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $223.0K | 0.16% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,223 | $223.0K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,254 | $224.0K | 0.06% | +150+4.8% | Added |
| Monarch Capital Management Inc | 3,254 | $225.0K | 0.07% | −100−3.0% | Reduced |
| Curran Financial Partners, LLC | 3,253 | $225.0K | 0.11% | +13+0.4% | Added |
| Alaska Permanent Fund Corp | 3,252 | $225.0K | 0.00% | +627+23.9% | Added |
| Putnam Investments LLC | 3,268 | $226.0K | 0.00% | −23−0.7% | Reduced |
| Aries Wealth Management | 3,233 | $226.0K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,278 | $227.0K | 0.13% | +54+1.7% | Added |
| Syntax Advisors, LLC | 3,278 | $227.0K | 0.19% | +54+1.7% | Added |
| Financial Insights, Inc. | 3,281 | $227.0K | 0.15% | +3,281 | New |
| Sadoff Investment Management LLC | 3,304 | $228.0K | 0.02% | −1,000−23.2% | Reduced |
| Summit Trail Advisors, LLC | 3,297 | $228.0K | 0.01% | +691+26.5% | Added |
| Cornerstone Advisors, LLC | 3,300 | $228.0K | 0.01% | +3,300 | New |
| Barnett & Company, Inc. | 3,310 | $229.0K | 0.20% | 00.0% | Unchanged |
| Somerset Trust Co | 3,320 | $229.0K | 0.11% | +170+5.4% | Added |
| First National Bank of Omaha | 3,352 | $231.0K | 0.02% | −128−3.7% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $232.0K | 0.03% | −35−1.0% | Reduced |
| Rede Wealth, LLC | 3,362 | $232.0K | 0.14% | +3+0.1% | Added |
| North Point Portfolio Managers Corp | 3,350 | $232.0K | 0.04% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $232.0K | 0.10% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,360 | $232.0K | 0.05% | +27+0.8% | Added |
| Essex Savings Bank | 3,350 | $232.0K | 0.09% | +475+16.5% | Added |
| Oak Thistle LLC | 3,363 | $232.0K | 0.84% | +3,363 | New |