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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 6,289 | $434.0K | 0.28% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,276 | $433.7K | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,246 | $432.0K | 0.00% | −46,562−88.2% | Reduced |
| 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 |
| 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 |
| Summit Asset Management, LLC | 6,182 | $427.0K | 0.14% | 00.0% | Unchanged |
| Kepos Capital LP | 6,163 | $426.0K | 0.05% | −683−10.0% | Reduced |
| 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 |
| Brighton Jones LLC | 6,130 | $424.0K | 0.02% | +226+3.8% | Added |
| Wedmont Private Capital | 6,106 | $422.0K | 0.08% | +3,121+104.6% | Added |
| BancorpSouth Bank | 6,075 | $420.0K | 0.04% | +6,075 | New |
| Chicago Partners Investment Group LLC | 6,655 | $419.0K | 0.03% | −161−2.4% | Reduced |
| 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 |
| 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 |
| Truvestments Capital LLC | 5,894 | $407.0K | 0.26% | +31+0.5% | Added |
| Parallel Advisors, LLC | 5,873 | $406.0K | 0.02% | +679+13.1% | Added |
| First City Capital Management, Inc. | 5,856 | $405.0K | 0.27% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,850 | $404.0K | 0.05% | +420+7.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,837 | $403.0K | 0.01% | −514−8.1% | 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 |
| Farmers Trust Co | 5,788 | $400.0K | 0.10% | −550−8.7% | Reduced |
| Occudo Quantitative Strategies LP | 5,771 | $399.0K | 0.03% | +5,771 | New |
| 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 |
| Rollins Financial | 5,729 | $396.0K | 0.15% | −525−8.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,710 | $395.0K | 0.10% | +83+1.5% | Added |
| ZWJ Investment Counsel Inc | 5,690 | $393.0K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,632 | $389.0K | 0.03% | −314−5.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,608 | $388.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Symmetry Partners, LLC | 5,559 | $384.0K | 0.03% | +492+9.7% | Added |
| North Star Investment Management Corp. | 5,513 | $381.0K | 0.04% | −114−2.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,510 | $381.0K | 0.16% | +3+0.1% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Benjamin Edwards Inc | 5,441 | $376.0K | 0.11% | −1,462−21.2% | Reduced |
| 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 |
| Northcape Wealth Management, LLC | 5,383 | $372.0K | 0.13% | +601+12.6% | Added |
| 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 |
| Triad Financial Advisors, Inc. | 5,340 | $369.0K | 0.20% | −111−2.0% | Reduced |
| 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 |
| Doyle Wealth Management | 5,311 | $367.0K | 0.03% | +8+0.2% | 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 |
| 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 |
| 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 |
| Segall Bryant & Hamill, LLC | 5,200 | $361.0K | 0.00% | +1,934+59.2% | Added |
| 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 |
| 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 |
| Congress Wealth Management LLC | 5,191 | $358.0K | 0.01% | +36+0.7% | Added |
| Dana Investment Advisors, Inc. | 5,151 | $356.0K | 0.02% | −1,172−18.5% | Reduced |
| Jefferies Group LLC | 5,140 | $355.2K | 0.01% | +5,140 | New |
| Flagship Harbor Advisors, LLC | 5,140 | $355.0K | 0.04% | −50−1.0% | Reduced |
| Perpetual Investment Management Ltd | 5,100 | $352.0K | 0.05% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,092 | $351.9K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,072 | $351.0K | 0.02% | −14−0.3% | 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 |
| Brandywine Oak Private Wealth LLC | 5,042 | $348.0K | 0.05% | −2,074−29.1% | Reduced |
| DFPG Investments, LLC | 5,295 | $347.0K | 0.15% | +5,295 | New |
| 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 |
| 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 |
| 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 |