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, Q4 2022
Institutional positions in Dominion Energy, Inc as of Dec 31, 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
- 1,431
- +19 vs. Q3 2022
- Shares held
- 582.3M
- −5.28M (−0.9%) vs. Q3 2022
- Total value
- $35.7B
- −$4.93B (−12.1%) vs. Q3 2022
- New holders
- 188
- 496 more added
- Sold out
- 169
- 590 more reduced
31 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 331 | $20.3K | 0.00% | +226+215.2% | Added |
| Fiduciary Alliance LLC | 335 | $20.6K | 0.01% | +335 | New |
| Sit Investment Associates Inc | 349 | $21.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 330 | $21.0K | 0.01% | +50+17.9% | Added |
| JNBA Financial Advisors | 345 | $21.2K | 0.00% | −25−6.8% | Reduced |
| DecisionPoint Financial, LLC | 355 | $21.8K | 0.01% | +355 | New |
| West Oak Capital, LLC | 600 | $22.0K | 0.01% | +500+500.0% | Added |
| Richard W. Paul & Associates, LLC | 375 | $23.0K | 0.01% | +375 | New |
| EWG Elevate Inc. | 378 | $23.2K | 0.01% | +378 | New |
| Covestor Ltd | 393 | $24.0K | 0.02% | −3−0.8% | Reduced |
| Laurel Wealth Planning LLC | 400 | $24.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 408 | $25.0K | 0.01% | −134−24.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $26.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 440 | $27.1K | 0.01% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 470 | $28.8K | 0.02% | +470 | New |
| AXS Investments LLC | 486 | $29.8K | 0.01% | +486 | New |
| Annapolis Financial Services, LLC | 489 | $30.0K | 0.01% | −200−29.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 500 | $30.6K | 0.01% | +5+1.0% | Added |
| Hallmark Capital Management Inc | 500 | $30.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $30.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 500 | $30.7K | 0.03% | +500 | New |
| Cassady Schiller Wealth Management, LLC | 500 | $30.7K | 0.02% | +500 | New |
| Logan Capital Management Inc | 534 | $32.7K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 574 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 533 | $33.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 553 | $33.9K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $34.2K | 0.01% | +557 | New |
| Live Oak Investment Partners | – | $34.2K | 0.03% | – | New |
| Blue Bell Private Wealth Management, LLC | 559 | $34.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 567 | $34.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 570 | $35.0K | 0.31% | +570 | New |
| Grey Fox Wealth Advisors, LLC | 582 | $35.7K | 0.02% | +582 | New |
| Old Second National Bank of Aurora | 587 | $36.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 610 | $37.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 608 | $37.3K | 0.02% | −220−26.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 611 | $37.5K | 0.02% | −124−16.9% | Reduced |
| Aspire Private Capital, LLC | 612 | $37.5K | 0.01% | +115+23.1% | Added |
| Baystate Wealth Management LLC | 619 | $38.0K | 0.00% | +296+91.6% | Added |
| Loomis Sayles & Co L P | 627 | $38.0K | 0.00% | +605+2,750.0% | Added |
| NVWM, LLC | 650 | $39.9K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 593 | $41.0K | 0.01% | +1+0.2% | Added |
| Align Wealth Management, LLC | 596 | $41.2K | 0.03% | +596 | New |
| Coppell Advisory Solutions LLC | 689 | $42.2K | 0.02% | +689 | New |
| Coppell Advisory Solutions Corp. | 689 | $42.2K | 0.02% | +689 | New |
| Creative Financial Designs Inc | 698 | $42.8K | 0.01% | −79−10.2% | Reduced |
| 1832 Asset Management L.P. | 700 | $42.9K | 0.00% | −1,954,716−100.0% | Reduced |
| City State Bank | 694 | $43.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 700 | $43.0K | 0.01% | +500+250.0% | Added |
| West Branch Capital LLC | 746 | $45.7K | 0.03% | −101−11.9% | Reduced |
| Kozak & Associates, Inc. | 751 | $46.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 769 | $47.2K | 0.03% | +268+53.5% | Added |
| First Personal Financial Services | 802 | $49.2K | 0.01% | +275+52.2% | Added |
| Ruedi Wealth Management, Inc. | 803 | $49.2K | 0.03% | +803 | New |
| Madden Securities Corp | 805 | $49.4K | 0.03% | +805 | New |
| Capital Advisors, Ltd. LLC | 813 | $50.0K | 0.01% | −2,376−74.5% | Reduced |
| Headlands Technologies LLC | 815 | $50.0K | 0.04% | +815 | New |
| Castleview Partners, LLC | 831 | $51.0K | 0.05% | −24−2.8% | Reduced |
| Clear Street Markets LLC | 842 | $52.0K | 0.01% | −6,222−88.1% | Reduced |
| Bangor Savings Bank | 857 | $53.0K | 0.01% | −249−22.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 865 | $53.0K | 0.04% | −300−25.8% | Reduced |
| Robbins Farley LLC | 866 | $53.1K | 0.04% | −9,734−91.8% | Reduced |
| Missouri Trust & Investment Co | 921 | $56.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 916 | $56.2K | 0.00% | +916 | New |
| Sound Income Strategies, LLC | 926 | $56.8K | 0.01% | +1+0.1% | Added |
| Resurgent Financial Advisors LLC | 932 | $57.1K | 0.03% | +932 | New |
| Center for Financial Planning, Inc. | 944 | $57.9K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 946 | $58.0K | 0.02% | +946 | New |
| Atwood & Palmer Inc | 1,000 | $61.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $61.3K | 0.05% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $61.5K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $61.8K | 0.03% | +1,008 | New |
| Trifecta Capital Advisors, LLC | 1,020 | $62.5K | 0.02% | +1,020 | New |
| Silvant Capital Management LLC | 1,071 | $65.7K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,080 | $66.0K | 0.01% | +496+84.9% | Added |
| Byrne Asset Management LLC | 1,100 | $67.5K | 0.05% | +365+49.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,107 | $67.9K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,155 | $71.0K | 0.01% | −308−21.1% | Reduced |
| United Community Bank | 1,165 | $71.4K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,176 | $72.1K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,200 | $73.6K | 0.01% | +1,200 | New |
| CVA Family Office, LLC | 1,245 | $76.3K | 0.02% | +20+1.6% | Added |
| Addison Advisors LLC | 1,254 | $76.9K | 0.05% | −11−0.9% | Reduced |
| Riverview Trust Co | 1,262 | $77.0K | 0.07% | −275−17.9% | Reduced |
| Canton Hathaway, LLC | 1,250 | $77.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $78.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,289 | $79.0K | 0.01% | +182+16.4% | Added |
| Cowen Prime Advisors LLC | 1,300 | $80.0K | 0.03% | +500+62.5% | Added |
| MV Capital Management, Inc. | 1,306 | $80.1K | 0.01% | −481−26.9% | Reduced |
| Cutler Group LP | 1,331 | $81.0K | 0.01% | +1,331 | New |
| Bray Capital Advisors | 1,339 | $82.1K | 0.03% | +1+0.1% | Added |
| Sutton Wealth Advisors Inc. | 1,435 | $88.0K | 0.03% | −946−39.7% | Reduced |
| Monetary Management Group Inc | 1,450 | $88.9K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,482 | $90.9K | 0.03% | −415−21.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,486 | $91.0K | 0.14% | +35+2.4% | Added |
| ICA Group Wealth Management, LLC | 1,514 | $92.8K | 0.02% | −2,092−58.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,545 | $94.7K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,567 | $96.1K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 1,610 | $98.7K | 0.05% | −582−26.6% | Reduced |
| BDO Wealth Advisors, LLC | 1,625 | $99.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,641 | $100.6K | 0.02% | +15+0.9% | Added |