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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 5,510 | $381.0K | 0.16% | +3+0.1% | Added |
| Symmetry Partners, LLC | 5,559 | $384.0K | 0.03% | +492+9.7% | Added |
| Spinnaker Trust | 5,575 | $385.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,575 | $385.0K | 0.11% | +1,598+40.2% | Added |
| Aull & Monroe Investment Management Corp | 5,590 | $386.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,591 | $386.0K | 0.17% | +5,591 | New |
| Moody Lynn & Lieberson, LLC | 5,608 | $388.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,632 | $389.0K | 0.03% | −314−5.3% | Reduced |
| ZWJ Investment Counsel Inc | 5,690 | $393.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,710 | $395.0K | 0.10% | +83+1.5% | Added |
| Rollins Financial | 5,729 | $396.0K | 0.15% | −525−8.4% | Reduced |
| Birchcreek Wealth Management, LLC | 5,751 | $397.0K | 0.37% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,749 | $397.0K | 0.16% | +1,127+24.4% | Added |
| Occudo Quantitative Strategies LP | 5,771 | $399.0K | 0.03% | +5,771 | New |
| Farmers Trust Co | 5,788 | $400.0K | 0.10% | −550−8.7% | Reduced |
| Abacus Planning Group, Inc. | 5,799 | $401.0K | 0.12% | −5,614−49.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,798 | $401.0K | 0.05% | −1,466−20.2% | Reduced |
| Alterity Financial Group, LLC | 5,803 | $401.0K | 0.65% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,837 | $403.0K | 0.01% | −514−8.1% | Reduced |
| Quadrant Capital Group LLC | 5,850 | $404.0K | 0.05% | +420+7.7% | Added |
| First City Capital Management, Inc. | 5,856 | $405.0K | 0.27% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,873 | $406.0K | 0.02% | +679+13.1% | Added |
| Truvestments Capital LLC | 5,894 | $407.0K | 0.26% | +31+0.5% | Added |
| Fulcrum Equity Management | 5,955 | $412.0K | 0.35% | +49+0.8% | Added |
| Waldron Private Wealth LLC | 5,966 | $412.0K | 0.03% | +695+13.2% | Added |
| Dowling & Yahnke LLC | 6,032 | $417.0K | 0.02% | −103−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 6,040 | $417.0K | 0.03% | +150+2.5% | Added |
| Chicago Partners Investment Group LLC | 6,655 | $419.0K | 0.03% | −161−2.4% | Reduced |
| BancorpSouth Bank | 6,075 | $420.0K | 0.04% | +6,075 | New |
| Wedmont Private Capital | 6,106 | $422.0K | 0.08% | +3,121+104.6% | Added |
| Brighton Jones LLC | 6,130 | $424.0K | 0.02% | +226+3.8% | Added |
| Curbstone Financial Management Corp | 6,150 | $425.0K | 0.11% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 6,154 | $425.0K | 0.11% | +200+3.4% | Added |
| Kepos Capital LP | 6,163 | $426.0K | 0.05% | −683−10.0% | Reduced |
| Summit Asset Management, LLC | 6,182 | $427.0K | 0.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,204 | $429.0K | 0.02% | −38−0.6% | Reduced |
| Keystone Financial Group | 6,214 | $429.0K | 0.09% | +521+9.2% | Added |
| Chicago Capital, LLC | 6,234 | $431.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,240 | $431.0K | 0.18% | +436+7.5% | Added |
| Candriam Luxembourg S.C.A. | 6,246 | $432.0K | 0.00% | −46,562−88.2% | Reduced |
| Henshaw Capital LLC | 6,276 | $433.7K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,289 | $434.0K | 0.28% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,278 | $435.0K | 0.05% | +693+12.4% | Added |
| Apriem Advisors | 6,342 | $438.0K | 0.08% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,345 | $439.0K | 0.09% | −28,051−81.6% | Reduced |
| Zeke Capital Advisors, LLC | 6,358 | $439.0K | 0.03% | +19+0.3% | Added |
| Newman Dignan & Sheerar, Inc. | 6,386 | $441.0K | 0.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,386 | $441.0K | 0.11% | +25+0.4% | Added |
| Hummer Financial Advisory Services Inc | 6,401 | $442.0K | 0.52% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,395 | $442.0K | 0.06% | +3,596+128.5% | Added |
| Intrua Financial, LLC | 6,422 | $444.0K | 0.12% | −6,001−48.3% | Reduced |
| Rehmann Capital Advisory Group | 6,437 | $444.9K | 0.05% | −846−11.6% | Reduced |
| Principle Wealth Partners LLC | 6,448 | $446.0K | 0.06% | −100−1.5% | Reduced |
| 55I, LLC | 6,459 | $447.0K | 0.01% | +6,459 | New |
| Private Trust Co NA | 6,476 | $448.0K | 0.07% | +477+8.0% | Added |
| Ethic Inc. | 6,506 | $450.0K | 0.03% | −22−0.3% | Reduced |
| Clarius Group, LLC | 6,506 | $450.0K | 0.04% | +389+6.4% | Added |
| Princeton Capital Management LLC | 6,554 | $453.0K | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,611 | $456.0K | 0.02% | −93−1.4% | Reduced |
| Sunbelt Securities, Inc. | 6,658 | $460.0K | 0.10% | −223−3.2% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,705 | $464.0K | 0.62% | −21−0.3% | Reduced |
| Aevitas Wealth Management, Inc. | 6,716 | $464.0K | 0.35% | +36+0.5% | Added |
| Thrive Capital Management, LLC | 6,763 | $467.0K | 0.32% | +2,966+78.1% | Added |
| PFG Advisors | 6,774 | $468.0K | 0.05% | −215−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 6,766 | $468.0K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,860 | $474.0K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 6,865 | $475.0K | 0.42% | +497+7.8% | Added |
| Adams Wealth Management | 6,959 | $481.0K | 0.18% | −692−9.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,972 | $482.0K | 0.38% | +3,486+100.0% | Added |
| Legacy Financial Advisors, Inc. | 7,022 | $485.0K | 0.12% | +639+10.0% | Added |
| Prio Wealth Limited Partnership | 7,048 | $487.1K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7,064 | $488.0K | 0.09% | +5,368+316.5% | Added |
| Eqis Capital Management, Inc. | 7,085 | $489.7K | 0.06% | +334+4.9% | Added |
| Transatlantique Private Wealth LLC | 7,097 | $490.0K | 0.33% | +1,218+20.7% | Added |
| Northwest Bancshares, Inc. | 7,119 | $492.0K | 0.11% | −120−1.7% | Reduced |
| Spreng Capital Management, Inc. | 7,130 | $493.0K | 0.44% | −95−1.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,167 | $495.0K | 0.05% | −155−2.1% | Reduced |
| IFG Advisory, LLC | 7,194 | $497.0K | 0.05% | −832−10.4% | Reduced |
| CoreFirst Bank & Trust | 7,193 | $497.0K | 0.43% | 00.0% | Unchanged |
| Hudock, Inc. | 7,211 | $498.0K | 0.17% | +10.0% | Added |
| Secure Asset Management, LLC | 7,274 | $503.0K | 0.28% | +1,611+28.4% | Added |
| Jackson Square Capital, LLC | 7,285 | $503.0K | 0.25% | +7,285 | New |
| Smith, Moore & Co. | 7,330 | $507.0K | 0.08% | +54+0.7% | Added |
| Mendel Money Management | 7,341 | $507.0K | 0.32% | +1,395+23.5% | Added |
| Financial Architects, Inc | 7,360 | $509.0K | 0.09% | +7,360 | New |
| Koshinski Asset Management, Inc. | 7,389 | $511.0K | 0.06% | −69−0.9% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $513.0K | 0.32% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,417 | $513.0K | 0.07% | +90+1.2% | Added |
| CWA Asset Management Group, LLC | 7,428 | $513.0K | 0.05% | +227+3.2% | Added |
| Parsons Capital Management Inc | 7,469 | $516.0K | 0.05% | +129+1.8% | Added |
| Gotham Asset Management, LLC | 7,493 | $518.0K | 0.02% | +2,742+57.7% | Added |
| Summit Financial Group Inc | 7,546 | $521.0K | 0.22% | −411−5.2% | Reduced |
| Sawgrass Asset Management LLC | 7,557 | $522.0K | 0.07% | −234−3.0% | Reduced |
| Summit X, LLC | 7,532 | $523.0K | 0.15% | +198+2.7% | Added |
| Allworth Financial LP | 7,598 | $525.0K | 0.01% | −166−2.1% | Reduced |
| Adalta Capital Management LLC | 7,600 | $525.0K | 0.38% | 00.0% | Unchanged |
| RVW Wealth, LLC | 7,617 | $526.0K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,624 | $527.0K | 0.02% | +30.0% | Added |
| Investors Research Corp | 7,620 | $527.0K | 0.16% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,637 | $528.0K | 0.15% | +77+1.0% | Added |