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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 958 | $66.0K | 0.05% | +958 | New |
| Glen Eagle Advisors, LLC | 946 | $65.4K | 0.02% | −1,174−55.4% | Reduced |
| Alpha Paradigm Partners, LLC | 947 | $65.0K | 0.03% | −2,181−69.7% | Reduced |
| Center for Financial Planning, Inc. | 944 | $65.0K | 0.02% | −381−28.8% | Reduced |
| Missouri Trust & Investment Co | 921 | $64.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $64.0K | 0.01% | +81+9.6% | Added |
| West Branch Capital LLC | 847 | $59.0K | 0.04% | −189−18.2% | Reduced |
| Castleview Partners, LLC | 855 | $59.0K | 0.06% | +50+6.2% | Added |
| PSI Advisors, LLC | 828 | $57.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 800 | $55.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 766 | $54.5K | 0.00% | −302−28.3% | Reduced |
| Creative Financial Designs Inc | 777 | $54.0K | 0.01% | +148+23.5% | Added |
| Lipe & Dalton | 768 | $53.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 769 | $53.0K | 0.02% | +625+434.0% | Added |
| Byrne Asset Management LLC | 735 | $51.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 735 | $50.8K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 725 | $50.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 751 | $49.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 690 | $49.0K | 0.00% | +14+2.1% | Added |
| City State Bank | 694 | $48.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 689 | $48.0K | 0.02% | +200+40.9% | Added |
| NVWM, LLC | 650 | $45.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 652 | $45.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 610 | $42.0K | 0.01% | +150+32.6% | Added |
| Old Second National Bank of Aurora | 587 | $41.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 592 | $41.0K | 0.01% | +107+22.1% | Added |
| Vestor Capital, LLC | 584 | $40.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 567 | $39.0K | 0.01% | −571−50.2% | Reduced |
| Achmea Investment Management B.V. | 574 | $39.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 559 | $39.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $39.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 553 | $38.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 534 | $37.0K | 0.00% | −29−5.2% | Reduced |
| Financial Management Professionals, Inc. | 542 | $37.0K | 0.01% | +41+8.2% | Added |
| Cyrus J. Lawrence, LLC | 533 | $36.0K | 0.01% | −500−48.4% | Reduced |
| First Personal Financial Services | 527 | $36.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 514 | $36.0K | 0.02% | +314+157.0% | Added |
| Newbridge Financial Services Group, Inc. | 501 | $35.0K | 0.02% | −10−2.0% | Reduced |
| Hallmark Capital Management Inc | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 504 | $35.0K | 0.01% | +60+13.5% | Added |
| Aspire Private Capital, LLC | 497 | $34.0K | 0.01% | −33−6.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 495 | $34.0K | 0.02% | +3+0.6% | Added |
| Gables Capital Management Inc. | 480 | $33.0K | 0.03% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 459 | $32.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 460 | $31.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 455 | $31.0K | 0.00% | −529−53.8% | Reduced |
| Tucker Asset Management LLC | 440 | $30.8K | 0.01% | +293+199.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $30.0K | 0.00% | −3,900−90.1% | Reduced |
| Pinebridge Investments, L.P. | 439 | $30.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 415 | $29.0K | 0.01% | −150−26.5% | Reduced |
| Clearview Wealth Advisors LLC | 421 | $29.0K | 0.02% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 414 | $29.0K | 0.02% | +15+3.8% | Added |
| Axiom Investment Management LLC | 408 | $29.0K | 0.06% | +408 | New |
| Laurel Wealth Planning LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 396 | $27.0K | 0.02% | −1,970−83.3% | Reduced |
| West Bancorporation Inc | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 378 | $26.0K | 0.01% | +56+17.4% | Added |
| JNBA Financial Advisors | 370 | $26.0K | 0.00% | +170+85.0% | Added |
| Sit Investment Associates Inc | 349 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 323 | $22.0K | 0.00% | +3+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 312 | $22.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $22.0K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 307 | $21.0K | 0.01% | +2+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 330 | $21.0K | 0.02% | +40+13.8% | Added |
| Bell Investment Advisors, Inc | 281 | $19.0K | 0.01% | −143−33.7% | Reduced |
| McIlrath & Eck, LLC | 269 | $19.0K | 0.01% | −56−17.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 278 | $19.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 274 | $19.0K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 279 | $19.0K | 0.00% | +13+4.9% | Added |
| Highlander Capital Management, LLC | 267 | $18.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 264 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 253 | $18.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 252 | $18.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 245 | $17.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 213 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $15.0K | 0.00% | +13+6.5% | Added |
| Dark Forest Capital Management LP | 222 | $15.0K | 0.00% | +222 | New |
| Kelly Financial Services LLC | 217 | $15.0K | 0.01% | +2+0.9% | Added |
| Bollard Group LLC | 198 | $14.0K | 0.00% | −588−74.8% | Reduced |
| Winch Advisory Services, LLC | 199 | $14.0K | 0.01% | +1+0.5% | Added |
| First PREMIER Bank | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 186 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 177 | $12.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 167 | $12.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 170 | $12.0K | 0.00% | +32+23.2% | Added |
| USA Financial Portformulas Corp | 180 | $12.0K | 0.02% | +175+3,500.0% | Added |
| Activest Wealth Management | 180 | $12.0K | 0.00% | +180 | New |
| American Research & Management Co. | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 157 | $11.0K | 0.00% | +84+115.1% | Added |
| Morton Brown Family Wealth, LLC | 159 | $11.0K | 0.01% | +78+96.3% | Added |
| Fairfield Financial Advisors, LTD | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 151 | $10.0K | 0.00% | −22−12.7% | Reduced |