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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 3,808 | $263.0K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,790 | $262.0K | 0.11% | −1,128−22.9% | Reduced |
| Chiron Capital Management, LLC | 3,798 | $262.0K | 0.18% | −200−5.0% | Reduced |
| Equitable Trust Co | 3,799 | $262.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,776 | $261.0K | 0.02% | −662−14.9% | Reduced |
| Probity Advisors, Inc. | 3,774 | $261.0K | 0.06% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,768 | $260.0K | 0.07% | −250−6.2% | Reduced |
| Eastern Bank | 3,755 | $260.0K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,760 | $260.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,756 | $260.0K | 0.05% | −10.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,773 | $260.0K | 0.19% | +85+2.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,720 | $259.0K | 0.25% | −135−3.5% | Reduced |
| Pittenger & Anderson Inc | 3,750 | $259.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,749 | $259.0K | 0.03% | +33+0.9% | Added |
| Delaney Dennis R | 3,744 | $259.0K | 0.25% | +3,744 | New |
| Enlightenment Research, LLC | 3,700 | $256.0K | 0.57% | +3,700 | New |
| M Holdings Securities, Inc. | 3,665 | $253.0K | 0.03% | +65+1.8% | Added |
| GSB Wealth Management, LLC | 3,650 | $252.0K | 0.09% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,631 | $251.0K | 0.12% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,621 | $250.3K | 0.18% | −61−1.7% | Reduced |
| Roman Butler Fullerton & Co | 3,855 | $250.0K | 0.16% | +4+0.1% | Added |
| Institute for Wealth Management, LLC. | 3,618 | $250.0K | 0.06% | −20−0.5% | Reduced |
| Edge Capital Group, LLC | 3,624 | $250.0K | 0.02% | +177+5.1% | Added |
| ICA Group Wealth Management, LLC | 3,606 | $249.0K | 0.05% | +530+17.2% | Added |
| NorthRock Partners, LLC | 3,577 | $247.0K | 0.03% | +268+8.1% | Added |
| UMA Financial Services, Inc. | 3,561 | $246.0K | 0.08% | +10.0% | Added |
| Enterprise Financial Services Corp | 3,562 | $246.0K | 0.18% | +257+7.8% | Added |
| Birmingham Capital Management Co Inc | 3,545 | $245.0K | 0.11% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,512 | $243.0K | 0.03% | +650+22.7% | Added |
| Benchmark Wealth Management, LLC | 3,474 | $240.0K | 0.19% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,473 | $240.0K | 0.29% | +49+1.4% | Added |
| Versant Capital Management, Inc | 3,476 | $240.0K | 0.09% | +1,268+57.4% | Added |
| Johnson Financial Group, Inc. | 3,448 | $239.0K | 0.02% | −443−11.4% | Reduced |
| Westhampton Capital, LLC | 3,452 | $239.0K | 0.18% | −125−3.5% | Reduced |
| Independent Financial Group, LLC | 3,424 | $236.6K | 0.02% | −781−18.6% | Reduced |
| All Season Financial Advisors, Inc. | 3,412 | $236.0K | 0.26% | −5−0.1% | Reduced |
| Stone Run Capital, LLC | 3,410 | $236.0K | 0.13% | 00.0% | Unchanged |
| HGK Asset Management Inc | 3,400 | $235.0K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,394 | $235.0K | 0.10% | +20+0.6% | Added |
| Baldwin Investment Management, LLC | 3,400 | $235.0K | 0.09% | +200+6.3% | Added |
| Holistic Financial Partners | 3,404 | $235.0K | 0.23% | +359+11.8% | Added |
| Mairs & Power Inc | 3,377 | $233.0K | 0.00% | −1,625−32.5% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $232.0K | 0.03% | −35−1.0% | Reduced |
| Rede Wealth, LLC | 3,362 | $232.0K | 0.14% | +3+0.1% | Added |
| North Point Portfolio Managers Corp | 3,350 | $232.0K | 0.04% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $232.0K | 0.10% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,360 | $232.0K | 0.05% | +27+0.8% | Added |
| Essex Savings Bank | 3,350 | $232.0K | 0.09% | +475+16.5% | Added |
| Oak Thistle LLC | 3,363 | $232.0K | 0.84% | +3,363 | New |
| First National Bank of Omaha | 3,352 | $231.0K | 0.02% | −128−3.7% | Reduced |
| Barnett & Company, Inc. | 3,310 | $229.0K | 0.20% | 00.0% | Unchanged |
| Somerset Trust Co | 3,320 | $229.0K | 0.11% | +170+5.4% | Added |
| Sadoff Investment Management LLC | 3,304 | $228.0K | 0.02% | −1,000−23.2% | Reduced |
| Summit Trail Advisors, LLC | 3,297 | $228.0K | 0.01% | +691+26.5% | Added |
| Cornerstone Advisors, LLC | 3,300 | $228.0K | 0.01% | +3,300 | New |
| Vantage Consulting Group Inc | 3,278 | $227.0K | 0.13% | +54+1.7% | Added |
| Syntax Advisors, LLC | 3,278 | $227.0K | 0.19% | +54+1.7% | Added |
| Financial Insights, Inc. | 3,281 | $227.0K | 0.15% | +3,281 | New |
| Putnam Investments LLC | 3,268 | $226.0K | 0.00% | −23−0.7% | Reduced |
| Aries Wealth Management | 3,233 | $226.0K | 0.10% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 3,254 | $225.0K | 0.07% | −100−3.0% | Reduced |
| Curran Financial Partners, LLC | 3,253 | $225.0K | 0.11% | +13+0.4% | Added |
| Alaska Permanent Fund Corp | 3,252 | $225.0K | 0.00% | +627+23.9% | Added |
| Ironwood Investment Counsel, LLC | 3,254 | $224.0K | 0.06% | +150+4.8% | Added |
| Benedict Financial Advisors Inc | 3,229 | $223.0K | 0.07% | −480−12.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,233 | $223.0K | 0.16% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,223 | $223.0K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,213 | $222.0K | 0.00% | −734−18.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,223 | $222.0K | 0.08% | +350+12.2% | Added |
| ERTS Wealth Advisors, LLC | 3,192 | $221.0K | 0.06% | −5−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,192 | $221.0K | 0.12% | +26+0.8% | Added |
| ARS Investment Partners, LLC | 3,200 | $221.0K | 0.03% | +3,200 | New |
| Farmers National Bank | 3,191 | $220.5K | 0.09% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,191 | $220.0K | 0.10% | −717−18.3% | Reduced |
| Capital Advisors, Ltd. LLC | 3,189 | $220.0K | 0.04% | +112+3.6% | Added |
| Patriot Investment Management Inc. | 3,156 | $218.0K | 0.02% | −176−5.3% | Reduced |
| Sawyer & Company, Inc | 3,155 | $218.0K | 0.12% | −69−2.1% | Reduced |
| WealthShield Partners, LLC | 3,148 | $218.0K | 0.04% | +229+7.8% | Added |
| Whalerock Point Partners, LLC | 3,152 | $218.0K | 0.10% | +485+18.2% | Added |
| MTM Investment Management, LLC | 3,140 | $217.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,141 | $217.0K | 0.07% | +166+5.6% | Added |
| Valley Brook Capital Group | 3,115 | $215.0K | 0.23% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,100 | $214.0K | 0.01% | 00.0% | Unchanged |
| First Interstate Bank | 3,095 | $214.0K | 0.02% | +30+1.0% | Added |
| Allred Capital Management, LLC | 3,109 | $214.0K | 0.13% | +3,109 | New |
| Atticus Wealth Management, LLC | 2,665 | $213.0K | 0.10% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,053 | $211.0K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 3,062 | $211.0K | 0.04% | +67+2.2% | Added |
| Fortitude Advisory Group L.L.C. | 3,040 | $210.0K | 0.20% | −4−0.1% | Reduced |
| Fayez Sarofim & Co | 3,036 | $210.0K | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,030 | $209.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,017 | $209.0K | 0.02% | +124+4.3% | Added |
| Ziegler Capital Management, LLC | 3,019 | $209.0K | 0.01% | +448+17.4% | Added |
| Bremer Bank National Association | 3,008 | $208.0K | 0.05% | −128−4.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,018 | $208.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,008 | $208.0K | 0.08% | +70+2.4% | Added |
| Crewe Advisors LLC | 3,003 | $208.0K | 0.04% | +111+3.8% | Added |
| Southern Capital Advisors, LLC | 3,000 | $207.0K | 0.17% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,999 | $207.0K | 0.03% | +40+1.4% | Added |
| ARGI Investment Services, LLC | 2,996 | $207.0K | 0.01% | +438+17.1% | Added |