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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 4,941 | $341.0K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,919 | $340.0K | 0.03% | −2,052−29.4% | Reduced |
| Lido Advisors, LLC | 4,904 | $338.0K | 0.01% | +27+0.6% | Added |
| Verity Asset Management, Inc. | 4,884 | $337.5K | 0.35% | +4,884 | New |
| Gateway Investment Advisers LLC | 4,864 | $336.0K | 0.00% | −295−5.7% | 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 |
| Signature Estate & Investment Advisors LLC | 4,814 | $333.0K | 0.02% | −130−2.6% | Reduced |
| 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 |
| 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 |
| Middleton & Co Inc | 4,758 | $329.0K | 0.05% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 4,750 | $328.0K | 0.53% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,050 | $326.0K | 0.11% | −200−3.8% | Reduced |
| M&R Capital Management Inc | 4,706 | $325.0K | 0.09% | 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 |
| 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 |
| Thoroughbred Financial Services, LLC | 4,588 | $317.0K | 0.06% | −463−9.2% | Reduced |
| Maven Securities LTD | 4,556 | $315.0K | 0.01% | +4,556 | New |
| Athena Investment Management | 4,535 | $313.0K | 0.26% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,529 | $313.0K | 0.41% | +4,529 | New |
| 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 |
| Evolution Advisers, Inc. | 4,512 | $311.0K | 0.27% | +21+0.5% | Added |
| 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 |
| Marotta Asset Management | 4,434 | $306.4K | 0.08% | −262−5.6% | Reduced |
| Courier Capital LLC | 4,425 | $306.0K | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 4,429 | $306.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Aveo Capital Partners, LLC | 4,378 | $303.0K | 0.05% | −1,738−28.4% | Reduced |
| GM Advisory Group, Inc. | 4,383 | $303.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,378 | $303.0K | 0.07% | +1,053+31.7% | Added |
| Jump Financial, LLC | 4,378 | $303.0K | 0.01% | +4,378 | New |
| DRW Securities, L.L.C. | 4,377 | $302.0K | 0.09% | +4,377 | New |
| WealthTrust Axiom LLC | 4,360 | $301.0K | 0.11% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,360 | $301.0K | 0.14% | +1,805+70.6% | Added |
| Charter Research & Investment Group, Inc. | 4,335 | $300.0K | 0.30% | −340−7.3% | Reduced |
| Modera Wealth Management, LLC | 4,320 | $299.0K | 0.02% | −491−10.2% | Reduced |
| Black Diamond Financial, LLC | 4,332 | $299.0K | 0.12% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 4,315 | $298.0K | 0.07% | −14,571−77.2% | Reduced |
| Mayfair Advisory Group, LLC | 4,164 | $296.0K | 0.42% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,258 | $295.0K | 0.03% | +561+15.2% | Added |
| Cypress Wealth Services, LLC | 4,567 | $294.0K | 0.10% | −832−15.4% | Reduced |
| GDS Wealth Management | 4,235 | $293.0K | 0.07% | −243−5.4% | Reduced |
| Fisher Asset Management, LLC | 4,244 | $293.0K | 0.00% | +338+8.7% | Added |
| Arete Wealth Advisors, LLC | 4,243 | $293.0K | 0.03% | +651+18.1% | Added |
| Kore Private Wealth LLC | 4,221 | $292.0K | 0.05% | −133−3.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,202 | $290.0K | 0.27% | −90−2.1% | Reduced |
| King Luther Capital Management Corp | 4,191 | $290.0K | 0.00% | +515+14.0% | Added |
| Congress Asset Management Co | 4,195 | $290.0K | 0.00% | +625+17.5% | Added |
| Webster Bank, N. A. | 4,179 | $289.0K | 0.04% | −150−3.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,174 | $288.0K | 0.30% | +965+30.1% | Added |
| Ipswich Investment Management Co., Inc. | 4,151 | $287.0K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 4,851 | $287.0K | 0.08% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,131 | $285.5K | 0.14% | −106−2.5% | Reduced |
| Coastline Trust Co | 4,130 | $285.0K | 0.05% | −60−1.4% | Reduced |
| Fort Point Capital Partners LLC | 4,130 | $285.0K | 0.05% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,968 | $284.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 4,097 | $283.0K | 0.33% | −1,030−20.1% | Reduced |
| Camden National Bank | 4,099 | $283.0K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,089 | $282.0K | 0.07% | +198+5.1% | Added |
| KMG Fiduciary Partners, LLC | 4,078 | $282.0K | 0.05% | +803+24.5% | Added |
| Cable Hill Partners, LLC | 4,070 | $281.0K | 0.06% | −23−0.6% | Reduced |
| Tandem Investment Advisors, Inc. | 4,060 | $281.0K | 0.02% | +1,450+55.6% | Added |
| Ballentine Partners, LLC | 4,045 | $279.0K | 0.01% | +1,485+58.0% | Added |
| SignalPoint Asset Management, LLC | 4,027 | $278.0K | 0.11% | −90−2.2% | Reduced |
| Successful Portfolios LLC | 4,025 | $278.0K | 0.20% | 00.0% | Unchanged |
| Wade G W & Inc | 4,009 | $277.0K | 0.01% | −296−6.9% | Reduced |
| Flputnam Investment Management Co | 3,998 | $276.0K | 0.01% | −791−16.5% | Reduced |
| Washington Trust Advisors, Inc. | 4,000 | $276.0K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,979 | $275.0K | 0.03% | +97+2.5% | Added |
| InterOcean Capital Group, LLC | 3,961 | $274.0K | 0.01% | +13+0.3% | Added |
| McMillion Capital Management Inc | 3,957 | $273.0K | 0.25% | +75+1.9% | Added |
| Alhambra Investment Partners LLC | 3,900 | $270.0K | 0.21% | −94−2.4% | Reduced |
| Evermay Wealth Management LLC | 3,909 | $270.0K | 0.05% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,899 | $269.0K | 0.37% | −198−4.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,898 | $269.0K | 0.00% | +866+28.6% | Added |
| HBW Advisory Services LLC | 3,873 | $268.0K | 0.07% | −39−1.0% | Reduced |
| Stevens Capital Management LP | 3,881 | $268.0K | 0.17% | +3,881 | New |
| Cedrus LLC | 3,863 | $267.0K | 0.25% | +3,863 | New |
| Arden Trust Co | 3,856 | $267.0K | 0.07% | −4,020−51.0% | Reduced |
| DAGCO, Inc. | 4,043 | $267.0K | 0.17% | +20.0% | Added |
| CAPROCK Group, Inc. | 3,866 | $267.0K | 0.03% | +24+0.6% | Added |
| ACG Wealth | 3,854 | $266.0K | 0.06% | −384−9.1% | Reduced |
| Tompkins Financial Corp | 3,854 | $266.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,845 | $266.0K | 0.10% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,789 | $266.0K | 0.10% | +293+8.4% | Added |
| NuWave Investment Management, LLC | 3,831 | $265.0K | 0.30% | +3,831 | New |