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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 1,642 | $100.7K | 0.04% | +20+1.2% | Added |
| Quent Capital, LLC | 1,652 | $101.3K | 0.02% | +262+18.8% | Added |
| Tradewinds Capital Management, LLC | 1,672 | $102.5K | 0.05% | +18+1.1% | Added |
| Interactive Financial Advisors | 1,720 | $105.5K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,771 | $109.8K | 0.05% | +1,771 | New |
| First Financial Corp | 1,804 | $110.6K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,833 | $112.4K | 0.00% | +3+0.2% | Added |
| Leonteq Securities AG | 1,865 | $114.4K | 0.01% | +301+19.2% | Added |
| Ten Capital Wealth Advisors, LLC | 1,882 | $115.4K | 0.05% | −150−7.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,899 | $116.5K | 0.03% | +953+100.7% | Added |
| Institutional & Family Asset Management, LLC | 1,900 | $116.5K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,913 | $117.3K | 0.07% | +1,913 | New |
| Granite FO LLC | 1,935 | $118.2K | 0.09% | +1,935 | New |
| Optimum Investment Advisors | 1,938 | $118.8K | 0.06% | +2+0.1% | Added |
| Dakota Community Bank & Trust NA | 1,950 | $120.0K | 0.68% | −275−12.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,981 | $121.5K | 0.01% | −89−4.3% | Reduced |
| MCF Advisors LLC | 1,993 | $122.2K | 0.01% | −40−2.0% | Reduced |
| Alta Advisers Ltd | 2,000 | $123.0K | 0.07% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,014 | $123.5K | 0.07% | −88−4.2% | Reduced |
| Duncker Streett & Co Inc | 2,035 | $124.8K | 0.03% | +300+17.3% | Added |
| Sentry Investment Management LLC | 2,034 | $125.0K | 0.06% | −3,360−62.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,079 | $127.4K | 0.02% | +903+76.8% | Added |
| Zullo Investment Group, Inc. | 2,086 | $127.9K | 0.08% | +6+0.3% | Added |
| Central Bank & Trust Co | 2,087 | $128.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,091 | $128.2K | 0.03% | +9+0.4% | Added |
| AM Squared Ltd | 2,100 | $128.8K | 0.08% | +2,100 | New |
| Atticus Wealth Management, LLC | 2,102 | $128.9K | 0.05% | −563−21.1% | Reduced |
| Manchester Capital Management LLC | 2,135 | $130.9K | 0.02% | +1,044+95.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $131.0K | 0.09% | −110−4.9% | Reduced |
| Macroview Investment Management LLC | 2,197 | $134.7K | 0.23% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,211 | $136.0K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,206 | $136.4K | 0.05% | +2,206 | New |
| Glassman Wealth Services | 2,242 | $137.5K | 0.03% | −378−14.4% | Reduced |
| Parkside Financial Bank & Trust | 2,243 | $137.5K | 0.04% | +862+62.4% | Added |
| Cary Street Partners Asset Management LLC | 2,246 | $137.7K | 0.03% | −305−12.0% | Reduced |
| Trustcore Financial Services, LLC | 2,279 | $139.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,283 | $140.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,376 | $146.0K | 0.05% | +10+0.4% | Added |
| S.A. Mason LLC | 2,401 | $147.2K | 0.11% | +10+0.4% | Added |
| HHM Wealth Advisors, LLC | 2,406 | $147.5K | 0.03% | +1,846+329.6% | Added |
| Pinnacle Bancorp, Inc. | 2,498 | $153.0K | 0.06% | −197−7.3% | Reduced |
| US Asset Management LLC | 2,498 | $153.0K | 0.17% | +2,498 | New |
| Hall Laurie J Trustee | 2,500 | $154.0K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,520 | $154.5K | 0.02% | −483−16.1% | Reduced |
| DuPont Capital Management Corp | 2,522 | $154.6K | 0.01% | +906+56.1% | Added |
| Virtus Investment Advisers, Inc. | 2,546 | $156.1K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,548 | $156.2K | 0.05% | −593−18.9% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $156.2K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,597 | $159.2K | 0.12% | +21+0.8% | Added |
| Oakworth Capital, Inc. | 2,628 | $161.2K | 0.02% | −6−0.2% | Reduced |
| Valley National Advisers Inc | 2,602 | $162.0K | 0.03% | −8−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 2,699 | $165.5K | 0.06% | −49−1.8% | Reduced |
| Global Trust Asset Management, LLC | 2,803 | $171.9K | 0.09% | −40−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 49,643 | $173.1K | 0.04% | −59−0.1% | Reduced |
| Evermay Wealth Management LLC | 2,869 | $175.9K | 0.04% | −1,040−26.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,960 | $181.5K | 0.10% | +6+0.2% | Added |
| Sawyer & Company, Inc | 3,155 | $193.0K | 0.10% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,163 | $194.0K | 0.04% | −197−5.9% | Reduced |
| Clearstead Advisors, LLC | 3,238 | $198.6K | 0.02% | −1,681−34.2% | Reduced |
| Morris Financial Concepts, Inc. | 3,267 | $200.3K | 0.16% | −907−21.7% | Reduced |
| Cornerstone Advisors, LLC | 3,300 | $202.4K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,317 | $203.4K | 0.00% | −581−14.9% | Reduced |
| Somerset Trust Co | 3,320 | $204.0K | 0.09% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 3,340 | $204.8K | 0.01% | +321+10.6% | Added |
| Charles Carroll Financial Partners, LLC | 3,350 | $205.4K | 0.32% | −1,400−29.5% | Reduced |
| North Point Portfolio Managers Corp | 3,350 | $205.4K | 0.03% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $205.4K | 0.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,354 | $205.7K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,382 | $207.4K | 0.22% | −7,689−69.5% | Reduced |
| Western Wealth Management, LLC | 3,388 | $207.8K | 0.02% | −8,873−72.4% | Reduced |
| Enterprise Financial Services Corp | 3,390 | $207.9K | 0.14% | −172−4.8% | Reduced |
| Investment Partners, Ltd. | 3,392 | $208.0K | 0.11% | −10,459−75.5% | Reduced |
| Stone Run Capital, LLC | 3,410 | $209.1K | 0.11% | 00.0% | Unchanged |
| Delaney Dennis R | 3,412 | $209.2K | 0.19% | −332−8.9% | Reduced |
| Versant Capital Management, Inc | 3,425 | $210.0K | 0.08% | −51−1.5% | Reduced |
| Harbor Investment Advisory, LLC | 3,438 | $210.8K | 0.03% | +532+18.3% | Added |
| Thoroughbred Financial Services, LLC | 3,446 | $211.0K | 0.03% | −1,142−24.9% | Reduced |
| Apella Capital, LLC | 3,444 | $211.2K | 0.02% | −1,387−28.7% | Reduced |
| Johnson Financial Group, Inc. | 3,448 | $211.4K | 0.02% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 3,474 | $213.0K | 0.15% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,486 | $213.8K | 0.16% | −3,486−50.0% | Reduced |
| Empowered Funds, LLC | 3,491 | $214.1K | 0.01% | +3,491 | New |
| Red Wave Investments LLC | 3,496 | $214.4K | 0.09% | +102+3.0% | Added |
| GSB Wealth Management, LLC | 3,500 | $214.6K | 0.08% | −150−4.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,502 | $214.7K | 0.05% | −116−3.2% | Reduced |
| Curran Financial Partners, LLC | 3,504 | $214.8K | 0.10% | +251+7.7% | Added |
| Birmingham Capital Management Co Inc | 3,545 | $217.4K | 0.08% | 00.0% | Unchanged |
| Maven Securities LTD | 3,563 | $218.5K | 0.04% | −993−21.8% | Reduced |
| Congress Asset Management Co | 3,570 | $218.9K | 0.00% | −625−14.9% | Reduced |
| Thompson Davis & Co., Inc. | 3,574 | $219.2K | 0.31% | −325−8.3% | Reduced |
| Financial Insights, Inc. | 3,589 | $220.1K | 0.10% | +308+9.4% | Added |
| Great Valley Advisor Group, Inc. | 3,608 | $221.2K | 0.01% | −1,464−28.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,628 | $222.5K | 0.14% | +7+0.2% | Added |
| Fiducient Advisors LLC | 3,631 | $222.7K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,564 | $222.7K | 0.06% | +3+0.1% | Added |
| Garner Asset Management Corp | 3,660 | $224.0K | 0.11% | −100−2.7% | Reduced |
| Wade G W & Inc | 3,678 | $226.0K | 0.01% | −331−8.3% | Reduced |
| STAR Financial Bank | 3,706 | $227.3K | 0.23% | +3,706 | New |
| Cyndeo Wealth Partners, LLC | 3,715 | $227.8K | 0.03% | +3,715 | New |
| Fagan Associates, Inc. | 3,716 | $227.9K | 0.06% | −52−1.4% | Reduced |