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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 11,604 | $802.0K | 0.06% | +2,790+31.7% | Added |
| Eudaimonia Partners, LLC | 11,592 | $801.0K | 0.21% | −10,549−47.6% | Reduced |
| Buckingham Strategic Partners | 11,548 | $798.0K | 0.05% | −2,321−16.7% | Reduced |
| Campbell Wealth Management | 11,554 | $798.0K | 0.12% | −1,102−8.7% | Reduced |
| Whittier Trust Co | 11,545 | $798.0K | 0.02% | −121−1.0% | Reduced |
| Donaldson Capital Management, LLC | 11,475 | $793.0K | 0.04% | +619+5.7% | Added |
| Welch Group, LLC | 11,462 | $792.0K | 0.05% | −327−2.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,414 | $789.0K | 0.94% | 00.0% | Unchanged |
| Lincoln National Corp | 11,373 | $786.0K | 0.02% | −2,258−16.6% | Reduced |
| Dearborn Partners LLC | 11,301 | $781.0K | 0.03% | +308+2.8% | Added |
| Leavell Investment Management, Inc. | 11,273 | $779.0K | 0.06% | +51+0.5% | Added |
| Greenleaf Trust | 11,232 | $776.0K | 0.01% | +590+5.5% | Added |
| Terry L. Blaker | 11,171 | $772.0K | 0.08% | +212+1.9% | Added |
| Heritage Investors Management Corp | 11,107 | $768.0K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 11,071 | $765.1K | 0.85% | −292−2.6% | Reduced |
| Ritholtz Wealth Management | 11,071 | $765.0K | 0.04% | +5,937+115.6% | Added |
| Madison Wealth Management | 10,898 | $753.0K | 0.19% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,894 | $752.0K | 0.00% | −306−2.7% | Reduced |
| Marino, Stram & Associates LLC | 10,855 | $750.0K | 0.27% | +567+5.5% | Added |
| Stableford Capital II LLC | 11,431 | $749.0K | 0.36% | +985+9.4% | Added |
| Renaissance Group LLC | 10,740 | $742.0K | 0.04% | −430−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,706 | $740.0K | 0.03% | −116−1.1% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $739.0K | 0.08% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10,640 | $735.0K | 0.04% | −100−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 10,630 | $735.0K | 0.03% | +4,233+66.2% | Added |
| Excalibur Management Corp | 10,615 | $734.0K | 0.41% | −965−8.3% | Reduced |
| Robbins Farley LLC | 10,600 | $733.0K | 0.60% | +10,600 | New |
| Burney Co | 10,597 | $732.0K | 0.04% | −198−1.8% | Reduced |
| Jones Financial Companies LLLP | 10,581 | $731.0K | 0.00% | −1,035−8.9% | Reduced |
| Key Financial Inc | 10,580 | $731.0K | 0.34% | +10,086+2,041.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,550 | $729.0K | 0.00% | +10,550 | New |
| Moneta Group Investment Advisors LLC | 10,534 | $728.0K | 0.03% | −592−5.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,524 | $727.0K | 0.12% | +1,035+10.9% | Added |
| Voloridge Investment Management, LLC | 10,508 | $726.0K | 0.00% | −33,709−76.2% | Reduced |
| My Legacy Advisors, LLC | 11,284 | $726.0K | 0.37% | +2,191+24.1% | Added |
| Confluence Wealth Services, Inc. | 10,487 | $724.0K | 0.31% | −40−0.4% | Reduced |
| Continuum Advisory, LLC | 10,408 | $719.0K | 0.13% | −134−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,406 | $719.0K | 0.18% | +1,820+21.2% | Added |
| Chicago Trust Co NA | 10,386 | $718.0K | 0.19% | −800−7.2% | Reduced |
| BLB&B Advisors, LLC | 10,340 | $715.0K | 0.06% | +1,208+13.2% | Added |
| Maryland Capital Management | 10,334 | $714.0K | 0.06% | −190−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,333 | $714.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,321 | $713.0K | 0.10% | +352+3.5% | Added |
| Front Row Advisors LLC | 10,186 | $704.0K | 0.36% | +15+0.1% | Added |
| AMG National Trust Bank | 10,179 | $704.0K | 0.03% | +2,100+26.0% | Added |
| Center For Asset Management LLC | 10,188 | $704.0K | 0.70% | +2,465+31.9% | Added |
| LVW Advisors, LLC | 10,169 | $703.0K | 0.16% | −147−1.4% | Reduced |
| Cigna Investments Inc | 10,169 | $702.0K | 0.16% | −267−2.6% | Reduced |
| Tradewinds, LLC. | 10,160 | $702.0K | 0.51% | +64+0.6% | Added |
| Alera Investment Advisors, LLC | 10,156 | $702.0K | 0.20% | +275+2.8% | Added |
| Boltwood Capital Management | 10,122 | $700.0K | 0.32% | −1,699−14.4% | Reduced |
| Cambridge Trust Co | 10,091 | $697.0K | 0.03% | −1,854−15.5% | Reduced |
| Citizens Financial Group Inc | 10,079 | $696.0K | 0.03% | −36−0.4% | Reduced |
| SPC Financial, Inc. | 10,047 | $694.0K | 0.09% | +210+2.1% | Added |
| Graypoint LLC | 10,038 | $694.0K | 0.09% | +317+3.3% | Added |
| Winton Group Ltd | 10,019 | $692.0K | 0.05% | −31,602−75.9% | Reduced |
| Prudent Man Advisors, LLC | 9,994 | $691.0K | 0.33% | +341+3.5% | Added |
| Fruth Investment Management | 9,975 | $689.0K | 0.23% | −75−0.7% | Reduced |
| Archford Capital Strategies, LLC | 9,970 | $689.0K | 0.18% | +114+1.2% | Added |
| VeraBank, N.A. | 9,962 | $688.0K | 0.43% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 9,899 | $684.0K | 0.07% | +215+2.2% | Added |
| Stokes Family Office, LLC | 9,867 | $682.0K | 0.10% | −113−1.1% | Reduced |
| ICW Investment Advisors LLC | 9,875 | $682.0K | 0.46% | +111+1.1% | Added |
| Bank of Hawaii | 9,861 | $681.0K | 0.05% | −980−9.0% | Reduced |
| Delta Asset Management LLC | 9,769 | $675.0K | 0.08% | −75−0.8% | Reduced |
| Ninepoint Partners LP | 9,689 | $670.0K | 0.11% | 00.0% | Unchanged |
| New Millennium Group LLC | 9,643 | $667.0K | 0.74% | −397−4.0% | Reduced |
| Bryn Mawr Trust Co | 9,605 | $664.0K | 0.03% | −465−4.6% | Reduced |
| Nations Financial Group Inc, | 9,604 | $664.0K | 0.10% | −60−0.6% | Reduced |
| Financial Advocates Investment Management | 9,657 | $663.0K | 0.06% | −2,971−23.5% | Reduced |
| High Net Worth Advisory Group LLC | 9,411 | $650.0K | 0.28% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,398 | $649.0K | 0.24% | +744+8.6% | Added |
| Oak Harbor Wealth Partners, LLC | 9,379 | $648.0K | 0.25% | 00.0% | Unchanged |
| MEMBERS Trust Co | 9,368 | $647.0K | 0.02% | −3,570−27.6% | Reduced |
| Toroso Investments, LLC | 9,349 | $646.0K | 0.03% | +527+6.0% | Added |
| Brown Miller Wealth Management, LLC | 9,314 | $643.0K | 0.46% | −1,535−14.1% | Reduced |
| Wrapmanager Inc | 9,309 | $643.0K | 0.22% | +1,526+19.6% | Added |
| Headinvest, LLC | 9,276 | $641.0K | 0.15% | −200−2.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,547 | $639.0K | 0.39% | +9,547 | New |
| Waters Parkerson & Co., LLC | 9,212 | $637.0K | 0.04% | −300−3.2% | Reduced |
| 1st Source Bank | 9,217 | $637.0K | 0.05% | +210+2.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,182 | $635.0K | 0.36% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,177 | $634.2K | 0.07% | +583+6.8% | Added |
| KC Investment Advisors, LLC | 9,155 | $633.0K | 0.55% | +561+6.5% | Added |
| Strategic Equity Management | 9,138 | $632.0K | 0.26% | +309+3.5% | Added |
| ELCO Management Co., LLC | 9,126 | $631.0K | 0.50% | −200−2.1% | Reduced |
| Fort Pitt Capital Group, LLC | 9,110 | $630.0K | 0.03% | −967−9.6% | Reduced |
| Intrust Bank NA | 9,122 | $630.0K | 0.10% | +1,254+15.9% | Added |
| Chesapeake Wealth Management | 9,098 | $629.0K | 0.29% | −1,215−11.8% | Reduced |
| Paradigm Asset Management Co LLC | 9,100 | $628.9K | 0.21% | −100−1.1% | Reduced |
| Waterfront Wealth Inc. | 9,272 | $628.0K | 0.24% | +3,089+50.0% | Added |
| Rowland & Co Investment Counsel | 9,071 | $627.0K | 0.17% | +10.0% | Added |
| Virtu Financial LLC | 9,037 | $625.0K | 0.06% | +9,037 | New |
| Grimes & Company, Inc. | 9,032 | $624.0K | 0.03% | −26−0.3% | Reduced |
| Cullen Capital Management LLC | 8,986 | $621.0K | 0.01% | −311−3.3% | Reduced |
| Centre Asset Management, LLC | 8,986 | $621.0K | 0.17% | +55+0.6% | Added |
| Mutual Advisors, LLC | 8,981 | $621.0K | 0.03% | +628+7.5% | Added |
| V Wealth Advisors LLC | 8,947 | $619.0K | 0.12% | +1,164+15.0% | Added |
| Buttonwood Financial Advisors Inc. | 9,400 | $611.0K | 0.55% | +39+0.4% | Added |
| First Foundation Advisors | 8,847 | $611.0K | 0.03% | +12+0.1% | Added |