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 |
|---|---|---|---|---|---|
| Roosevelt Investment Group LLC | 7,692 | $532.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,726 | $534.0K | 0.50% | −111−1.4% | Reduced |
| Pacer Advisors, Inc. | 7,787 | $538.0K | 0.00% | −99,150−92.7% | Reduced |
| Romano Brothers and Company | 7,950 | $538.0K | 0.09% | +7,950 | New |
| Colonial Trust Co | 7,784 | $538.0K | 0.17% | +7,784 | New |
| Platform Technology Partners | 7,794 | $539.0K | 0.31% | +408+5.5% | Added |
| Hyman Charles D | 7,834 | $541.0K | 0.04% | +48+0.6% | Added |
| Field & Main Bank | 7,838 | $542.0K | 0.36% | +29+0.4% | Added |
| Equitable Holdings, Inc. | 7,890 | $545.0K | 0.01% | +336+4.4% | Added |
| Welch & Forbes LLC | 7,923 | $547.0K | 0.01% | +406+5.4% | Added |
| Beacon Financial Advisory LLC | 7,936 | $548.0K | 0.39% | −317−3.8% | Reduced |
| Signaturefd, LLC | 7,933 | $548.0K | 0.02% | +2,534+46.9% | Added |
| Colonial Trust Advisors | 7,955 | $550.0K | 0.07% | +326+4.3% | Added |
| Moody National Bank Trust Division | 7,995 | $552.0K | 0.06% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,003 | $553.0K | 0.16% | −190−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,027 | $554.7K | 0.01% | −26−0.3% | Reduced |
| Bartlett & Co. LLC | 8,027 | $555.0K | 0.01% | −26−0.3% | Reduced |
| Montag A & Associates Inc | 8,039 | $556.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,052 | $556.0K | 0.06% | +192+2.4% | Added |
| Centiva Capital, LP | 8,153 | $563.0K | 0.04% | +8,153 | New |
| Savant Capital, LLC | 8,185 | $566.0K | 0.02% | −34−0.4% | Reduced |
| Gleason Group, Inc. | 8,183 | $566.0K | 0.19% | +68+0.8% | Added |
| Milestone Advisory Partners | 8,201 | $567.0K | 0.43% | +1,000+13.9% | Added |
| West Family Investments, Inc. | 8,275 | $572.0K | 0.24% | +1,178+16.6% | Added |
| Kovack Advisors, Inc. | 8,322 | $575.0K | 0.08% | −3,679−30.7% | Reduced |
| Schechter Investment Advisors, LLC | 8,346 | $576.0K | 0.06% | −847−9.2% | Reduced |
| Philadelphia Trust Co | 8,345 | $577.0K | 0.07% | +520+6.6% | Added |
| Northern Oak Wealth Management Inc | 8,366 | $578.0K | 0.09% | −6,109−42.2% | Reduced |
| Eagle Ridge Investment Management | 8,409 | $581.0K | 0.07% | −344−3.9% | Reduced |
| Cullinan Associates Inc | 8,400 | $581.0K | 0.04% | −300−3.4% | Reduced |
| Bigelow Investment Advisors, LLC | 8,485 | $586.0K | 0.35% | +1,028+13.8% | Added |
| Voya Financial Advisors, Inc. | 8,260 | $587.0K | 0.08% | +706+9.3% | Added |
| Parsec Financial Management, Inc. | 8,496 | $587.0K | 0.03% | +1,542+22.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,545 | $591.0K | 0.15% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 8,566 | $592.0K | 0.22% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 8,579 | $593.0K | 0.13% | +338+4.1% | Added |
| Ameritas Advisory Services, LLC | 8,611 | $595.0K | 0.04% | +399+4.9% | Added |
| Stratos Wealth Advisors, LLC | 8,635 | $597.0K | 0.06% | −2,573−23.0% | Reduced |
| Level Four Advisory Services, LLC | 8,681 | $600.0K | 0.06% | −5,176−37.4% | Reduced |
| AlphaCrest Capital Management LLC | 8,729 | $603.0K | 0.04% | +8,729 | New |
| Busey Wealth Management | 8,744 | $604.0K | 0.03% | −7−0.1% | Reduced |
| Tranquility Partners, LLC | 8,789 | $607.0K | 0.34% | +330+3.9% | Added |
| Buttonwood Financial Advisors Inc. | 9,400 | $611.0K | 0.55% | +39+0.4% | Added |
| First Foundation Advisors | 8,847 | $611.0K | 0.03% | +12+0.1% | Added |
| V Wealth Advisors LLC | 8,947 | $619.0K | 0.12% | +1,164+15.0% | Added |
| Cullen Capital Management LLC | 8,986 | $621.0K | 0.01% | −311−3.3% | Reduced |
| Centre Asset Management, LLC | 8,986 | $621.0K | 0.17% | +55+0.6% | Added |
| Mutual Advisors, LLC | 8,981 | $621.0K | 0.03% | +628+7.5% | Added |
| Grimes & Company, Inc. | 9,032 | $624.0K | 0.03% | −26−0.3% | Reduced |
| Virtu Financial LLC | 9,037 | $625.0K | 0.06% | +9,037 | New |
| Rowland & Co Investment Counsel | 9,071 | $627.0K | 0.17% | +10.0% | Added |
| Waterfront Wealth Inc. | 9,272 | $628.0K | 0.24% | +3,089+50.0% | Added |
| Paradigm Asset Management Co LLC | 9,100 | $628.9K | 0.21% | −100−1.1% | Reduced |
| Chesapeake Wealth Management | 9,098 | $629.0K | 0.29% | −1,215−11.8% | Reduced |
| Fort Pitt Capital Group, LLC | 9,110 | $630.0K | 0.03% | −967−9.6% | Reduced |
| Intrust Bank NA | 9,122 | $630.0K | 0.10% | +1,254+15.9% | Added |
| ELCO Management Co., LLC | 9,126 | $631.0K | 0.50% | −200−2.1% | Reduced |
| Strategic Equity Management | 9,138 | $632.0K | 0.26% | +309+3.5% | Added |
| KC Investment Advisors, LLC | 9,155 | $633.0K | 0.55% | +561+6.5% | Added |
| Ashton Thomas Private Wealth, LLC | 9,177 | $634.2K | 0.07% | +583+6.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,182 | $635.0K | 0.36% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 9,212 | $637.0K | 0.04% | −300−3.2% | Reduced |
| 1st Source Bank | 9,217 | $637.0K | 0.05% | +210+2.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,547 | $639.0K | 0.39% | +9,547 | New |
| Headinvest, LLC | 9,276 | $641.0K | 0.15% | −200−2.1% | Reduced |
| Brown Miller Wealth Management, LLC | 9,314 | $643.0K | 0.46% | −1,535−14.1% | Reduced |
| Wrapmanager Inc | 9,309 | $643.0K | 0.22% | +1,526+19.6% | Added |
| Toroso Investments, LLC | 9,349 | $646.0K | 0.03% | +527+6.0% | Added |
| MEMBERS Trust Co | 9,368 | $647.0K | 0.02% | −3,570−27.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,379 | $648.0K | 0.25% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,398 | $649.0K | 0.24% | +744+8.6% | Added |
| High Net Worth Advisory Group LLC | 9,411 | $650.0K | 0.28% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,657 | $663.0K | 0.06% | −2,971−23.5% | Reduced |
| Bryn Mawr Trust Co | 9,605 | $664.0K | 0.03% | −465−4.6% | Reduced |
| Nations Financial Group Inc, | 9,604 | $664.0K | 0.10% | −60−0.6% | Reduced |
| New Millennium Group LLC | 9,643 | $667.0K | 0.74% | −397−4.0% | Reduced |
| Ninepoint Partners LP | 9,689 | $670.0K | 0.11% | 00.0% | Unchanged |
| Delta Asset Management LLC | 9,769 | $675.0K | 0.08% | −75−0.8% | Reduced |
| Bank of Hawaii | 9,861 | $681.0K | 0.05% | −980−9.0% | Reduced |
| Stokes Family Office, LLC | 9,867 | $682.0K | 0.10% | −113−1.1% | Reduced |
| ICW Investment Advisors LLC | 9,875 | $682.0K | 0.46% | +111+1.1% | Added |
| Checchi Capital Advisers, LLC | 9,899 | $684.0K | 0.07% | +215+2.2% | Added |
| VeraBank, N.A. | 9,962 | $688.0K | 0.43% | 00.0% | Unchanged |
| Fruth Investment Management | 9,975 | $689.0K | 0.23% | −75−0.7% | Reduced |
| Archford Capital Strategies, LLC | 9,970 | $689.0K | 0.18% | +114+1.2% | Added |
| Prudent Man Advisors, LLC | 9,994 | $691.0K | 0.33% | +341+3.5% | Added |
| Winton Group Ltd | 10,019 | $692.0K | 0.05% | −31,602−75.9% | Reduced |
| SPC Financial, Inc. | 10,047 | $694.0K | 0.09% | +210+2.1% | Added |
| Graypoint LLC | 10,038 | $694.0K | 0.09% | +317+3.3% | Added |
| Citizens Financial Group Inc | 10,079 | $696.0K | 0.03% | −36−0.4% | Reduced |
| Cambridge Trust Co | 10,091 | $697.0K | 0.03% | −1,854−15.5% | Reduced |
| Boltwood Capital Management | 10,122 | $700.0K | 0.32% | −1,699−14.4% | Reduced |
| Cigna Investments Inc | 10,169 | $702.0K | 0.16% | −267−2.6% | Reduced |
| Tradewinds, LLC. | 10,160 | $702.0K | 0.51% | +64+0.6% | Added |
| Alera Investment Advisors, LLC | 10,156 | $702.0K | 0.20% | +275+2.8% | Added |
| LVW Advisors, LLC | 10,169 | $703.0K | 0.16% | −147−1.4% | Reduced |
| Front Row Advisors LLC | 10,186 | $704.0K | 0.36% | +15+0.1% | Added |
| AMG National Trust Bank | 10,179 | $704.0K | 0.03% | +2,100+26.0% | Added |
| Center For Asset Management LLC | 10,188 | $704.0K | 0.70% | +2,465+31.9% | Added |
| Hilltop Holdings Inc. | 10,321 | $713.0K | 0.10% | +352+3.5% | Added |