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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 2,979 | $206.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,954 | $204.0K | 0.12% | +255+9.4% | Added |
| Van Cleef Asset Management,Inc | 2,942 | $203.0K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,919 | $202.0K | 0.15% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,917 | $202.0K | 0.14% | +89+3.1% | Added |
| BCGM Wealth Management, LLC | 2,919 | $201.0K | 0.10% | −790−21.3% | Reduced |
| Boston Common Asset Management, LLC | 2,912 | $201.0K | 0.01% | +124+4.4% | Added |
| Harbor Investment Advisory, LLC | 2,906 | $201.0K | 0.03% | +471+19.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,899 | $200.0K | 0.03% | +249+9.4% | Added |
| Capital Analysts, LLC | 2,857 | $197.0K | 0.01% | −27−0.9% | Reduced |
| Global Trust Asset Management, LLC | 2,843 | $196.0K | 0.10% | +34+1.2% | Added |
| Exos TFP Holdings LLC | 2,830 | $196.0K | 0.09% | +2,830 | New |
| Carolinas Wealth Consulting LLC | 49,702 | $193.0K | 0.05% | +50.0% | Added |
| Rosenberg Matthew Hamilton | 2,748 | $190.0K | 0.07% | +166+6.4% | Added |
| Pinnacle Bancorp, Inc. | 2,695 | $186.0K | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 2,668 | $184.0K | 0.01% | −1,643−38.1% | Reduced |
| Oakworth Capital, Inc. | 2,634 | $182.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,620 | $181.0K | 0.04% | +211+8.8% | Added |
| American State Bank (Iowa) | 2,576 | $178.0K | 0.15% | −52−2.0% | Reduced |
| Cary Street Partners Asset Management LLC | 2,551 | $176.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $176.0K | 0.12% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,546 | $176.0K | 0.08% | +2,546 | New |
| Selective Wealth Management, Inc. | 2,515 | $174.0K | 0.07% | −993−28.3% | Reduced |
| Valley National Advisers Inc | 2,610 | $174.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,504 | $173.0K | 0.01% | −10−0.4% | Reduced |
| Hall Laurie J Trustee | 2,500 | $173.0K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,391 | $165.0K | 0.13% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,381 | $164.6K | 0.07% | +969+68.6% | Added |
| Atlantic Trust, LLC | 2,366 | $164.0K | 0.06% | +2,366 | New |
| Laurel Wealth Advisors LLC | 2,283 | $158.0K | 0.04% | −225−9.0% | Reduced |
| Trustcore Financial Services, LLC | 2,279 | $158.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,259 | $156.0K | 0.03% | −579−20.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $155.0K | 0.12% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,225 | $154.0K | 1.07% | +2,225 | New |
| NSI Retail Advisors, LLC | 2,211 | $153.0K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,197 | $152.0K | 0.28% | 00.0% | Unchanged |
| Norway Savings Bank | 2,192 | $151.0K | 0.08% | −280−11.3% | Reduced |
| Providence First Trust Co | 2,166 | $150.0K | 0.09% | −1,439−39.9% | Reduced |
| Assetmark, Inc | 2,135 | $148.0K | 0.00% | −325−13.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,108 | $146.0K | 0.02% | +2,108 | New |
| Horan Securities, Inc. | 2,102 | $145.0K | 0.09% | +84+4.2% | Added |
| Zullo Investment Group, Inc. | 2,080 | $144.0K | 0.09% | −262−11.2% | Reduced |
| Central Bank & Trust Co | 2,087 | $144.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,082 | $143.0K | 0.04% | +6+0.3% | Added |
| JFS Wealth Advisors, LLC | 2,070 | $143.0K | 0.02% | +10+0.5% | Added |
| MCF Advisors LLC | 2,033 | $141.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,032 | $140.0K | 0.06% | +2,032 | New |
| Alta Advisers Ltd | 2,000 | $138.0K | 0.09% | +2,000 | New |
| Optimum Investment Advisors | 1,936 | $134.0K | 0.07% | +1+0.1% | Added |
| West Paces Advisors Inc. | 1,897 | $131.1K | 0.05% | −124−6.1% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $131.0K | 0.02% | +1,900 | New |
| Gradient Investments LLC | 1,830 | $126.0K | 0.00% | −178−8.9% | Reduced |
| First Financial Corp | 1,804 | $125.0K | 0.08% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,807 | $125.0K | 0.03% | +1,807 | New |
| MV Capital Management, Inc. | 1,787 | $123.0K | 0.02% | +172+10.7% | Added |
| EdgeRock Capital LLC | 1,780 | $123.0K | 0.07% | +1,780 | New |
| Duncker Streett & Co Inc | 1,735 | $120.0K | 0.03% | −541−23.8% | Reduced |
| Interactive Financial Advisors | 1,720 | $119.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,654 | $114.0K | 0.05% | +14+0.9% | Added |
| DuPont Capital Management Corp | 1,616 | $112.0K | 0.01% | −746−31.6% | Reduced |
| Focused Wealth Management, Inc | 1,626 | $112.0K | 0.02% | −128−7.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,622 | $112.0K | 0.04% | +10+0.6% | Added |
| BDO Wealth Advisors, LLC | 1,625 | $112.0K | 0.01% | +150+10.2% | Added |
| Independence Bank of Kentucky | 1,602 | $111.0K | 0.05% | 00.0% | Unchanged |
| Mirova | 1,593 | $110.0K | 0.02% | +471+42.0% | Added |
| Blue Chip Partners, Inc. | 1,579 | $109.0K | 0.01% | +33+2.1% | Added |
| Leonteq Securities AG | 1,564 | $108.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,567 | $108.0K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,545 | $107.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,537 | $106.0K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,531 | $106.0K | 0.01% | +1,531 | New |
| Castle Wealth Management LLC | 1,473 | $102.0K | 0.06% | +1+0.1% | Added |
| Vigilant Capital Management, LLC | 1,463 | $101.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,469 | $101.0K | 0.00% | +1,469 | New |
| Monetary Management Group Inc | 1,450 | $100.0K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,451 | $100.0K | 0.04% | +1,451 | New |
| Quent Capital, LLC | 1,390 | $96.0K | 0.02% | +326+30.6% | Added |
| Parkside Financial Bank & Trust | 1,381 | $95.0K | 0.03% | +252+22.3% | Added |
| Bray Capital Advisors | 1,338 | $92.0K | 0.03% | +2+0.1% | Added |
| Howe & Rusling Inc | 1,332 | $92.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,299 | $90.0K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $88.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,265 | $87.0K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,250 | $86.0K | 0.03% | −70−5.3% | Reduced |
| CVA Family Office, LLC | 1,225 | $85.0K | 0.02% | +135+12.4% | Added |
| Acima Private Wealth, LLC | 1,176 | $81.3K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,165 | $81.0K | 0.06% | −287−19.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,176 | $81.0K | 0.02% | +451+62.2% | Added |
| United Community Bank | 1,165 | $80.5K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,107 | $77.0K | 0.01% | +250+29.2% | Added |
| Bangor Savings Bank | 1,106 | $76.0K | 0.01% | −2−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,107 | $76.0K | 0.01% | +57+5.4% | Added |
| Manchester Capital Management LLC | 1,091 | $75.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,074 | $74.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,071 | $74.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,026 | $71.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $69.0K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 1,000 | $69.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $69.0K | 0.06% | +500+100.0% | Added |