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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 15,686 | $1.08M | 0.09% | +343+2.2% | Added |
| Balentine LLC | 15,565 | $1.08M | 0.04% | −159−1.0% | Reduced |
| GoalVest Advisory LLC | 15,465 | $1.07M | 0.75% | +2,603+20.2% | Added |
| Joel Isaacson & Co., LLC | 15,457 | $1.07M | 0.09% | +60+0.4% | Added |
| Reuter James Wealth Management, LLC | 15,444 | $1.07M | 0.73% | +1,626+11.8% | Added |
| Founders Financial Alliance, LLC | 15,421 | $1.07M | 0.54% | +9,064+142.6% | Added |
| First Command Bank | 15,304 | $1.06M | 0.15% | +103+0.7% | Added |
| First Command Financial Services, Inc. | 15,304 | $1.06M | 0.15% | +103+0.7% | Added |
| CNB Bank | 15,291 | $1.06M | 0.72% | +649+4.4% | Added |
| Duality Advisers, LP | 15,243 | $1.05M | 0.11% | +15,243 | New |
| Mainstay Capital Management LLC | 15,150 | $1.05M | 0.26% | −135−0.9% | Reduced |
| All Terrain Financial Advisors, LLC | 15,083 | $1.04M | 0.56% | +29+0.2% | Added |
| Azimuth Capital Investment Management LLC | 15,035 | $1.04M | 0.06% | +3,318+28.3% | Added |
| Meyer Handelman Co | 14,965 | $1.03M | 0.05% | −1,268−7.8% | Reduced |
| Altman Advisors, Inc. | 14,966 | $1.03M | 0.65% | −312−2.0% | Reduced |
| Canal Capital Management, LLC | 14,904 | $1.03M | 0.30% | −1,426−8.7% | Reduced |
| Snowden Capital Advisors LLC | 14,823 | $1.02M | 0.05% | +526+3.7% | Added |
| United Bank | 14,814 | $1.02M | 0.16% | +3,089+26.3% | Added |
| Lawson Kroeker Investment Management Inc | 14,805 | $1.02M | 0.36% | −350−2.3% | Reduced |
| Two Sigma Securities, LLC | 14,754 | $1.02M | 0.15% | +14,754 | New |
| Lederer & Associates Investment Counsel | 14,738 | $1.02M | 0.86% | −177−1.2% | Reduced |
| Paradigm Financial Partners, LLC | 15,389 | $1.01M | 0.31% | +670+4.6% | Added |
| Tower Bridge Advisors | 14,643 | $1.01M | 0.09% | −600−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,563 | $1.01M | 0.14% | +768+5.6% | Added |
| Patten & Patten Inc | 14,526 | $1.00M | 0.10% | −100−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 14,424 | $997.0K | 0.16% | −1,384−8.8% | Reduced |
| SeaCrest Wealth Management, LLC | 14,418 | $996.0K | 0.15% | −969−6.3% | Reduced |
| Toews Corp | 14,400 | $995.0K | 0.73% | −100−0.7% | Reduced |
| Salvus Wealth Management, LLC | 14,226 | $983.0K | 0.94% | +310+2.2% | Added |
| Resources Management Corp | 14,134 | $977.0K | 0.17% | −8−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 14,098 | $974.0K | 0.06% | +322+2.3% | Added |
| Csenge Advisory Group | 14,096 | $974.0K | 0.08% | +877+6.6% | Added |
| Wealthspire Advisors, LLC | 13,969 | $965.0K | 0.02% | +4,043+40.7% | Added |
| Sheets Smith Wealth Management | 13,935 | $963.0K | 0.16% | −301−2.1% | Reduced |
| Investment Partners, Ltd. | 13,851 | $957.0K | 0.28% | +13,851 | New |
| Cornerstone Wealth Group, LLC | 13,811 | $954.0K | 0.21% | +135+1.0% | Added |
| Asset Dedication, LLC | 13,841 | $952.0K | 0.10% | +452+3.4% | Added |
| MAI Capital Management | 13,722 | $948.0K | 0.02% | +8,297+152.9% | Added |
| SS&H Financial Advisors, Inc. | 13,643 | $943.0K | 0.49% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 13,640 | $943.0K | 0.16% | −410−2.9% | Reduced |
| Wedbush Securities Inc | 13,596 | $940.0K | 0.05% | −2,656−16.3% | Reduced |
| FineMark National Bank & Trust | 13,581 | $939.0K | 0.05% | −1,234−8.3% | Reduced |
| Salem Investment Counselors Inc | 13,581 | $939.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 13,577 | $938.0K | 0.08% | +239+1.8% | Added |
| Wealth Alliance | 13,547 | $937.0K | 0.18% | +1,122+9.0% | Added |
| Meridian Wealth Management, LLC | 13,520 | $934.0K | 0.10% | −748−5.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,480 | $932.0K | 0.09% | −2,631−16.3% | Reduced |
| Highview Capital Management LLC | 13,485 | $932.0K | 0.69% | +276+2.1% | Added |
| Boenning & Scattergood, Inc. | 13,465 | $931.0K | 0.19% | −850−5.9% | Reduced |
| Regency Capital Management Inc. | 13,412 | $927.0K | 1.14% | −43,153−76.3% | Reduced |
| Sante Capital Fund, LP | 13,371 | $924.0K | 1.89% | +13,371 | New |
| First Hawaiian Bank | 13,342 | $922.0K | 0.04% | −485−3.5% | Reduced |
| We Are One Seven, LLC | 9,700 | $922.0K | 0.09% | −13−0.1% | Reduced |
| Graham Capital Wealth Management, LLC | 13,331 | $921.0K | 1.10% | −13,331−50.0% | Reduced |
| Fiduciary Trust Co | 13,306 | $919.0K | 0.02% | −544−3.9% | Reduced |
| Wealth Quarterback LLC | 13,303 | $919.0K | 0.98% | −181−1.3% | Reduced |
| Holderness Investments Co | 13,176 | $911.0K | 0.41% | +21+0.2% | Added |
| Park National Corp | 13,080 | $904.0K | 0.05% | −10−0.1% | Reduced |
| St. James Investment Advisors, LLC | 12,983 | $897.0K | 1.96% | −1,299−9.1% | Reduced |
| Mirabella Financial Services LLP | 12,588 | $895.0K | 0.09% | +5,658+81.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,935 | $894.0K | 0.27% | −4,720−26.7% | Reduced |
| Solidarilty Wealth, LLC | 14,128 | $889.0K | 0.52% | +14,128 | New |
| Jacobi Capital Management LLC | 12,782 | $884.0K | 0.12% | −29−0.2% | Reduced |
| Sagefield Capital LP | 12,778 | $884.0K | 0.28% | +6,727+111.2% | Added |
| Cornerstone Advisory, LLC | 12,770 | $883.0K | 0.20% | +100+0.8% | Added |
| Wetherby Asset Management Inc | 12,765 | $882.0K | 0.06% | +2,700+26.8% | Added |
| Spire Wealth Management | 12,751 | $881.0K | 0.05% | −15,708−55.2% | Reduced |
| Ronald Blue Trust, Inc. | 11,028 | $880.0K | 0.02% | +1,025+10.2% | Added |
| Derbend Asset Management | 12,678 | $876.0K | 0.70% | +22+0.2% | Added |
| Reaves W H & Co Inc | 12,655 | $875.0K | 0.03% | −16,658−56.8% | Reduced |
| CIBC World Markets Corp | 12,632 | $873.0K | 0.01% | −44,003−77.7% | Reduced |
| Meridian Financial Partners LLC | 13,555 | $872.0K | 1.24% | −509−3.6% | Reduced |
| Aviva PLC | 12,565 | $868.0K | 0.01% | −101,450−89.0% | Reduced |
| Sovereign Financial Group, Inc. | 12,543 | $867.0K | 0.35% | −19−0.2% | Reduced |
| Squarepoint Ops LLC | 12,496 | $864.0K | 0.01% | −449,220−97.3% | Reduced |
| Arrow Financial Corp | 12,472 | $863.0K | 0.13% | +816+7.0% | Added |
| Harbour Investments, Inc. | 10,805 | $862.0K | 0.06% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 12,426 | $859.0K | 1.12% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 12,421 | $858.0K | 0.04% | +8,687+232.6% | Added |
| Western Wealth Management, LLC | 12,261 | $848.0K | 0.05% | +454+3.8% | Added |
| Deseret Mutual Benefit Administrators | 12,273 | $848.0K | 0.24% | +832+7.3% | Added |
| Meeder Asset Management Inc | 12,277 | $848.0K | 0.05% | +1,842+17.7% | Added |
| Metis Global Partners, LLC | 12,213 | $844.0K | 0.14% | +75+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,140 | $839.0K | 0.24% | +12,140 | New |
| Plimoth Trust Co LLC | 12,125 | $838.0K | 0.29% | −295−2.4% | Reduced |
| Ti-Trust, Inc | 12,129 | $838.0K | 0.90% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,119 | $838.0K | 0.14% | +1,257+11.6% | Added |
| Smithfield Trust Co | 12,130 | $836.0K | 0.06% | −250−2.0% | Reduced |
| Good Life Advisors, LLC | 12,072 | $834.0K | 0.12% | +128+1.1% | Added |
| Capital Asset Advisory Services LLC | 12,023 | $831.0K | 0.11% | +2,209+22.5% | Added |
| Marcum Wealth, LLC | 11,985 | $828.0K | 0.13% | +516+4.5% | Added |
| Point72 Hong Kong Ltd | 11,971 | $827.0K | 0.05% | +8,757+272.5% | Added |
| HBK Sorce Advisory LLC | 11,946 | $826.0K | 0.06% | +945+8.6% | Added |
| HB Wealth Management, LLC | 11,916 | $824.0K | 0.02% | +424+3.7% | Added |
| Tectonic Advisors LLC | 11,907 | $823.0K | 0.15% | +971+8.9% | Added |
| Chesley Taft & Associates LLC | 11,892 | $822.0K | 0.06% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 11,823 | $817.0K | 0.03% | +2,133+22.0% | Added |
| Endurance Wealth Management, Inc. | 11,770 | $813.0K | 0.13% | −4,846−29.2% | Reduced |
| StoneX Group Inc. | 11,724 | $810.3K | 0.11% | +2,630+28.9% | Added |
| Shell Asset Management Co | 11,627 | $804.0K | 0.03% | −9,997−46.2% | Reduced |