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 |
|---|---|---|---|---|---|
| Maryland Capital Management | 10,334 | $714.0K | 0.06% | −190−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,333 | $714.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 10,340 | $715.0K | 0.06% | +1,208+13.2% | Added |
| Chicago Trust Co NA | 10,386 | $718.0K | 0.19% | −800−7.2% | Reduced |
| Continuum Advisory, LLC | 10,408 | $719.0K | 0.13% | −134−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,406 | $719.0K | 0.18% | +1,820+21.2% | Added |
| Confluence Wealth Services, Inc. | 10,487 | $724.0K | 0.31% | −40−0.4% | Reduced |
| Voloridge Investment Management, LLC | 10,508 | $726.0K | 0.00% | −33,709−76.2% | Reduced |
| My Legacy Advisors, LLC | 11,284 | $726.0K | 0.37% | +2,191+24.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,524 | $727.0K | 0.12% | +1,035+10.9% | Added |
| Moneta Group Investment Advisors LLC | 10,534 | $728.0K | 0.03% | −592−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,550 | $729.0K | 0.00% | +10,550 | New |
| Jones Financial Companies LLLP | 10,581 | $731.0K | 0.00% | −1,035−8.9% | Reduced |
| Key Financial Inc | 10,580 | $731.0K | 0.34% | +10,086+2,041.7% | Added |
| Burney Co | 10,597 | $732.0K | 0.04% | −198−1.8% | Reduced |
| Robbins Farley LLC | 10,600 | $733.0K | 0.60% | +10,600 | New |
| Excalibur Management Corp | 10,615 | $734.0K | 0.41% | −965−8.3% | Reduced |
| Klingenstein Fields & Co LP | 10,640 | $735.0K | 0.04% | −100−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 10,630 | $735.0K | 0.03% | +4,233+66.2% | Added |
| Parcion Private Wealth LLC | 10,696 | $739.0K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,706 | $740.0K | 0.03% | −116−1.1% | Reduced |
| Renaissance Group LLC | 10,740 | $742.0K | 0.04% | −430−3.8% | Reduced |
| Stableford Capital II LLC | 11,431 | $749.0K | 0.36% | +985+9.4% | Added |
| Marino, Stram & Associates LLC | 10,855 | $750.0K | 0.27% | +567+5.5% | Added |
| Bessemer Group Inc | 10,894 | $752.0K | 0.00% | −306−2.7% | Reduced |
| Madison Wealth Management | 10,898 | $753.0K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,071 | $765.0K | 0.04% | +5,937+115.6% | Added |
| Widmann Financial Services, Inc. | 11,071 | $765.1K | 0.85% | −292−2.6% | Reduced |
| Heritage Investors Management Corp | 11,107 | $768.0K | 0.04% | 00.0% | Unchanged |
| Terry L. Blaker | 11,171 | $772.0K | 0.08% | +212+1.9% | Added |
| Greenleaf Trust | 11,232 | $776.0K | 0.01% | +590+5.5% | Added |
| Leavell Investment Management, Inc. | 11,273 | $779.0K | 0.06% | +51+0.5% | Added |
| Dearborn Partners LLC | 11,301 | $781.0K | 0.03% | +308+2.8% | Added |
| Lincoln National Corp | 11,373 | $786.0K | 0.02% | −2,258−16.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,414 | $789.0K | 0.94% | 00.0% | Unchanged |
| Welch Group, LLC | 11,462 | $792.0K | 0.05% | −327−2.8% | Reduced |
| Donaldson Capital Management, LLC | 11,475 | $793.0K | 0.04% | +619+5.7% | Added |
| Buckingham Strategic Partners | 11,548 | $798.0K | 0.05% | −2,321−16.7% | Reduced |
| Campbell Wealth Management | 11,554 | $798.0K | 0.12% | −1,102−8.7% | Reduced |
| Whittier Trust Co | 11,545 | $798.0K | 0.02% | −121−1.0% | Reduced |
| Eudaimonia Partners, LLC | 11,592 | $801.0K | 0.21% | −10,549−47.6% | Reduced |
| IHT Wealth Management, LLC | 11,604 | $802.0K | 0.06% | +2,790+31.7% | Added |
| Shell Asset Management Co | 11,627 | $804.0K | 0.03% | −9,997−46.2% | Reduced |
| StoneX Group Inc. | 11,724 | $810.3K | 0.11% | +2,630+28.9% | Added |
| Endurance Wealth Management, Inc. | 11,770 | $813.0K | 0.13% | −4,846−29.2% | Reduced |
| Orion Portfolio Solutions, LLC | 11,823 | $817.0K | 0.03% | +2,133+22.0% | Added |
| Chesley Taft & Associates LLC | 11,892 | $822.0K | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 11,907 | $823.0K | 0.15% | +971+8.9% | Added |
| HB Wealth Management, LLC | 11,916 | $824.0K | 0.02% | +424+3.7% | Added |
| HBK Sorce Advisory LLC | 11,946 | $826.0K | 0.06% | +945+8.6% | Added |
| Point72 Hong Kong Ltd | 11,971 | $827.0K | 0.05% | +8,757+272.5% | Added |
| Marcum Wealth, LLC | 11,985 | $828.0K | 0.13% | +516+4.5% | Added |
| Capital Asset Advisory Services LLC | 12,023 | $831.0K | 0.11% | +2,209+22.5% | Added |
| Good Life Advisors, LLC | 12,072 | $834.0K | 0.12% | +128+1.1% | Added |
| Smithfield Trust Co | 12,130 | $836.0K | 0.06% | −250−2.0% | Reduced |
| Plimoth Trust Co LLC | 12,125 | $838.0K | 0.29% | −295−2.4% | Reduced |
| Ti-Trust, Inc | 12,129 | $838.0K | 0.90% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,119 | $838.0K | 0.14% | +1,257+11.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,140 | $839.0K | 0.24% | +12,140 | New |
| Metis Global Partners, LLC | 12,213 | $844.0K | 0.14% | +75+0.6% | Added |
| Western Wealth Management, LLC | 12,261 | $848.0K | 0.05% | +454+3.8% | Added |
| Deseret Mutual Benefit Administrators | 12,273 | $848.0K | 0.24% | +832+7.3% | Added |
| Meeder Asset Management Inc | 12,277 | $848.0K | 0.05% | +1,842+17.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,421 | $858.0K | 0.04% | +8,687+232.6% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $859.0K | 1.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,805 | $862.0K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 12,472 | $863.0K | 0.13% | +816+7.0% | Added |
| Squarepoint Ops LLC | 12,496 | $864.0K | 0.01% | −449,220−97.3% | Reduced |
| Sovereign Financial Group, Inc. | 12,543 | $867.0K | 0.35% | −19−0.2% | Reduced |
| Aviva PLC | 12,565 | $868.0K | 0.01% | −101,450−89.0% | Reduced |
| Meridian Financial Partners LLC | 13,555 | $872.0K | 1.24% | −509−3.6% | Reduced |
| CIBC World Markets Corp | 12,632 | $873.0K | 0.01% | −44,003−77.7% | Reduced |
| Reaves W H & Co Inc | 12,655 | $875.0K | 0.03% | −16,658−56.8% | Reduced |
| Derbend Asset Management | 12,678 | $876.0K | 0.70% | +22+0.2% | Added |
| Ronald Blue Trust, Inc. | 11,028 | $880.0K | 0.02% | +1,025+10.2% | Added |
| Spire Wealth Management | 12,751 | $881.0K | 0.05% | −15,708−55.2% | Reduced |
| Wetherby Asset Management Inc | 12,765 | $882.0K | 0.06% | +2,700+26.8% | Added |
| Cornerstone Advisory, LLC | 12,770 | $883.0K | 0.20% | +100+0.8% | Added |
| Jacobi Capital Management LLC | 12,782 | $884.0K | 0.12% | −29−0.2% | Reduced |
| Sagefield Capital LP | 12,778 | $884.0K | 0.28% | +6,727+111.2% | Added |
| Solidarilty Wealth, LLC | 14,128 | $889.0K | 0.52% | +14,128 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,935 | $894.0K | 0.27% | −4,720−26.7% | Reduced |
| Mirabella Financial Services LLP | 12,588 | $895.0K | 0.09% | +5,658+81.6% | Added |
| St. James Investment Advisors, LLC | 12,983 | $897.0K | 1.96% | −1,299−9.1% | Reduced |
| Park National Corp | 13,080 | $904.0K | 0.05% | −10−0.1% | Reduced |
| Holderness Investments Co | 13,176 | $911.0K | 0.41% | +21+0.2% | Added |
| Fiduciary Trust Co | 13,306 | $919.0K | 0.02% | −544−3.9% | Reduced |
| Wealth Quarterback LLC | 13,303 | $919.0K | 0.98% | −181−1.3% | Reduced |
| Graham Capital Wealth Management, LLC | 13,331 | $921.0K | 1.10% | −13,331−50.0% | Reduced |
| First Hawaiian Bank | 13,342 | $922.0K | 0.04% | −485−3.5% | Reduced |
| We Are One Seven, LLC | 9,700 | $922.0K | 0.09% | −13−0.1% | Reduced |
| Sante Capital Fund, LP | 13,371 | $924.0K | 1.89% | +13,371 | New |
| Regency Capital Management Inc. | 13,412 | $927.0K | 1.14% | −43,153−76.3% | Reduced |
| Boenning & Scattergood, Inc. | 13,465 | $931.0K | 0.19% | −850−5.9% | Reduced |
| Axxcess Wealth Management, LLC | 13,480 | $932.0K | 0.09% | −2,631−16.3% | Reduced |
| Highview Capital Management LLC | 13,485 | $932.0K | 0.69% | +276+2.1% | Added |
| Meridian Wealth Management, LLC | 13,520 | $934.0K | 0.10% | −748−5.2% | Reduced |
| Wealth Alliance | 13,547 | $937.0K | 0.18% | +1,122+9.0% | Added |
| Apollon Wealth Management, LLC | 13,577 | $938.0K | 0.08% | +239+1.8% | Added |
| FineMark National Bank & Trust | 13,581 | $939.0K | 0.05% | −1,234−8.3% | Reduced |