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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 4,378 | $303.0K | 0.01% | +4,378 | New |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $304.0K | 0.30% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,394 | $304.0K | 0.22% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,394 | $304.0K | 0.24% | +27+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 4,416 | $305.0K | 0.07% | +8+0.2% | Added |
| Hantz Financial Services, Inc. | 4,408 | $305.0K | 0.01% | +4+0.1% | Added |
| Scotia Capital Inc. | 4,419 | $305.0K | 0.00% | +1,642+59.1% | Added |
| Courier Capital LLC | 4,425 | $306.0K | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 4,429 | $306.0K | 0.17% | 00.0% | Unchanged |
| Marotta Asset Management | 4,434 | $306.4K | 0.08% | −262−5.6% | Reduced |
| Merit Financial Group, LLC | 4,436 | $307.0K | 0.01% | −4,166−48.4% | Reduced |
| Main Street Financial Solutions, LLC | 4,448 | $307.0K | 0.05% | +78+1.8% | Added |
| Lantz Financial LLC | 4,442 | $307.0K | 0.16% | +458+11.5% | Added |
| Evolution Advisers, Inc. | 4,512 | $311.0K | 0.27% | +21+0.5% | Added |
| Girard Partners Ltd. | 4,518 | $312.0K | 0.04% | −410−8.3% | Reduced |
| Latitude Advisors, LLC | 4,513 | $312.0K | 0.26% | −20.0% | Reduced |
| Hartline Investment Corp | 4,513 | $312.0K | 0.26% | +4,513 | New |
| National Wealth Management Group, LLC | 4,529 | $313.0K | 0.41% | +4,529 | New |
| Athena Investment Management | 4,535 | $313.0K | 0.26% | 00.0% | Unchanged |
| Maven Securities LTD | 4,556 | $315.0K | 0.01% | +4,556 | New |
| Thoroughbred Financial Services, LLC | 4,588 | $317.0K | 0.06% | −463−9.2% | Reduced |
| SFE Investment Counsel | 4,650 | $321.0K | 0.10% | −80−1.7% | Reduced |
| Nadler Financial Group, Inc. | 4,648 | $321.0K | 0.06% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,666 | $322.0K | 0.03% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,657 | $322.0K | 0.20% | +31+0.7% | Added |
| Machina Capital S.A.S. | 4,655 | $322.0K | 0.68% | +4,655 | New |
| M&R Capital Management Inc | 4,706 | $325.0K | 0.09% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,050 | $326.0K | 0.11% | −200−3.8% | Reduced |
| Charles Carroll Financial Partners, LLC | 4,750 | $328.0K | 0.53% | 00.0% | Unchanged |
| Middleton & Co Inc | 4,758 | $329.0K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,775 | $330.0K | 0.13% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,769 | $330.0K | 0.16% | +50+1.1% | Added |
| Wolverine Asset Management LLC | 4,799 | $331.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,790 | $331.0K | 0.04% | +5+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 4,814 | $333.0K | 0.02% | −130−2.6% | Reduced |
| Sandbox Financial Partners, LLC | 4,835 | $334.0K | 0.24% | −29−0.6% | Reduced |
| Apella Capital, LLC | 4,831 | $334.0K | 0.04% | +87+1.8% | Added |
| Gateway Investment Advisers LLC | 4,864 | $336.0K | 0.00% | −295−5.7% | Reduced |
| Verity Asset Management, Inc. | 4,884 | $337.5K | 0.35% | +4,884 | New |
| Lido Advisors, LLC | 4,904 | $338.0K | 0.01% | +27+0.6% | Added |
| Clearstead Advisors, LLC | 4,919 | $340.0K | 0.03% | −2,052−29.4% | Reduced |
| CRA Financial Services, LLC | 4,941 | $341.0K | 0.12% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,950 | $342.0K | 0.03% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,946 | $342.0K | 0.23% | +10.0% | Added |
| Change Path, LLC | 4,953 | $342.0K | 0.02% | +810+19.6% | Added |
| Hancock Whitney Corp | 4,957 | $343.0K | 0.01% | −736−12.9% | Reduced |
| Forum Financial Management, LP | 4,964 | $343.0K | 0.02% | −31−0.6% | Reduced |
| Westshore Wealth, LLC | 5,012 | $346.0K | 0.24% | −500−9.1% | Reduced |
| Bristol John W & Co Inc | 5,000 | $346.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,009 | $346.0K | 0.19% | +300+6.4% | Added |
| DFPG Investments, LLC | 5,295 | $347.0K | 0.15% | +5,295 | New |
| Brandywine Oak Private Wealth LLC | 5,042 | $348.0K | 0.05% | −2,074−29.1% | Reduced |
| Diversified Trust Co | 5,048 | $349.0K | 0.02% | −1,006−16.6% | Reduced |
| FourThought Financial, LLC | 5,045 | $349.0K | 0.05% | −215−4.1% | Reduced |
| FinTrust Capital Advisors, LLC | 5,239 | $349.0K | 0.09% | +106+2.1% | Added |
| Resources Investment Advisors, LLC. | 5,048 | $349.0K | 0.01% | +565+12.6% | Added |
| First Commonwealth Financial Corp | 5,051 | $349.0K | 0.15% | +1,000+24.7% | Added |
| Great Valley Advisor Group, Inc. | 5,072 | $351.0K | 0.02% | −14−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,092 | $351.9K | 0.09% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 5,100 | $352.0K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,140 | $355.0K | 0.04% | −50−1.0% | Reduced |
| Jefferies Group LLC | 5,140 | $355.2K | 0.01% | +5,140 | New |
| Dana Investment Advisors, Inc. | 5,151 | $356.0K | 0.02% | −1,172−18.5% | Reduced |
| Congress Wealth Management LLC | 5,191 | $358.0K | 0.01% | +36+0.7% | Added |
| Lazard Asset Management LLC | 5,205 | $359.0K | 0.00% | −6,268−54.6% | Reduced |
| Mechanics Financial Corp | 5,195 | $359.0K | 0.23% | −70−1.3% | Reduced |
| 4J Wealth Management LLC | 5,205 | $360.0K | 0.46% | +106+2.1% | Added |
| Andesa Financial Management Inc. | 5,218 | $360.0K | 0.13% | +1,816+53.4% | Added |
| Segall Bryant & Hamill, LLC | 5,200 | $361.0K | 0.00% | +1,934+59.2% | Added |
| Sequoia Financial Advisors, LLC | 5,242 | $362.0K | 0.01% | −1,956−27.2% | Reduced |
| Autumn Glory Partners, LLC | 5,245 | $362.0K | 0.24% | +1,585+43.3% | Added |
| Kingfisher Capital LLC | 5,247 | $363.0K | 0.10% | +47+0.9% | Added |
| Dynamic Advisor Solutions LLC | 5,249 | $363.0K | 0.03% | +454+9.5% | Added |
| MQS Management LLC | 5,247 | $363.0K | 0.23% | +1,449+38.2% | Added |
| Financial Planning & Information Services, Inc. | 5,283 | $365.0K | 0.09% | +32+0.6% | Added |
| Perigon Wealth Management, LLC | 5,279 | $365.0K | 0.03% | +1,043+24.6% | Added |
| Evergreen Capital Management LLC | 5,273 | $365.0K | 0.02% | +1,263+31.5% | Added |
| Summit Global Investments | 5,282 | $365.0K | 0.03% | +1,384+35.5% | Added |
| Wipfli Financial Advisors LLC, | 5,275 | $365.0K | 0.03% | +5,275 | New |
| Doyle Wealth Management | 5,311 | $367.0K | 0.03% | +8+0.2% | Added |
| E&G Advisors, LP | 5,331 | $368.0K | 0.14% | −488−8.4% | Reduced |
| Quantamental Technologies LLC | 5,322 | $368.0K | 0.14% | +5,322 | New |
| Triad Financial Advisors, Inc. | 5,340 | $369.0K | 0.20% | −111−2.0% | Reduced |
| Dividend Assets Capital, LLC | 5,350 | $370.0K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,354 | $370.0K | 0.10% | +31+0.6% | Added |
| Northcape Wealth Management, LLC | 5,383 | $372.0K | 0.13% | +601+12.6% | Added |
| Sentry Investment Management LLC | 5,394 | $373.0K | 0.18% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,404 | $373.0K | 0.32% | +56+1.0% | Added |
| Benjamin Edwards Inc | 5,441 | $376.0K | 0.11% | −1,462−21.2% | Reduced |
| Sawtooth Solutions, LLC | 5,460 | $377.0K | 0.05% | −166−3.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,458 | $377.0K | 0.03% | +30+0.6% | Added |
| Midwest Professional Planners, LTD. | 5,451 | $377.0K | 0.22% | +768+16.4% | Added |
| Tyler-Stone Wealth Management | 5,472 | $378.0K | 0.29% | −1,084−16.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,468 | $378.0K | 0.06% | +1,385+33.9% | Added |
| Bridges Investment Management Inc | 5,480 | $379.0K | 0.01% | −500−8.4% | Reduced |
| Investment House LLC | 5,484 | $379.0K | 0.04% | 00.0% | Unchanged |
| Main Street Research LLC | 5,498 | $380.0K | 0.08% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,492 | $380.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,504 | $380.0K | 0.33% | +5,498+91,633.3% | Added |
| North Star Investment Management Corp. | 5,513 | $381.0K | 0.04% | −114−2.0% | Reduced |