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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 3,720 | $229.0K | 0.20% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,750 | $229.9K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,750 | $229.9K | 0.08% | +3,750 | New |
| Eastern Bank | 3,755 | $230.3K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,774 | $231.4K | 0.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 3,786 | $232.0K | 0.00% | +534+16.4% | Added |
| Trustmark National Bank Trust Department | 3,790 | $232.4K | 0.02% | −468−11.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,793 | $232.6K | 0.20% | +3,793 | New |
| Sterling Investment Counsel, LLC | 3,798 | $232.9K | 0.14% | +25+0.7% | Added |
| HBW Advisory Services LLC | 3,806 | $233.0K | 0.06% | −67−1.7% | Reduced |
| Independent Financial Group, LLC | 3,808 | $233.5K | 0.02% | +384+11.2% | Added |
| SG Americas Securities, LLC | 3,814 | $234.0K | 0.00% | −45,481−92.3% | Reduced |
| SageView Advisory Group, LLC | 3,828 | $234.7K | 0.02% | +3,828 | New |
| Morris Retirement Advisors, LLC | 3,844 | $235.7K | 0.19% | +3,844 | New |
| Hancock Whitney Corp | 3,848 | $236.0K | 0.01% | −1,109−22.4% | Reduced |
| FirstPurpose Wealth LLC | 3,859 | $236.6K | 0.13% | +3,859 | New |
| MSH Capital Advisors LLC | 3,862 | $236.8K | 0.11% | −269−6.5% | Reduced |
| DAGCO, Inc. | 4,045 | $237.1K | 0.14% | +20.0% | Added |
| HF Advisory Group, LLC | 3,877 | $237.7K | 0.24% | +3,877 | New |
| Cypress Wealth Services, LLC | 3,897 | $238.9K | 0.08% | −670−14.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 3,899 | $239.1K | 0.20% | +3,899 | New |
| Brandywine Oak Private Wealth LLC | 3,898 | $239.1K | 0.03% | −1,144−22.7% | Reduced |
| Aevitas Wealth Management, Inc. | 3,902 | $239.3K | 0.14% | −2,814−41.9% | Reduced |
| SignalPoint Asset Management, LLC | 3,922 | $240.0K | 0.08% | −105−2.6% | Reduced |
| InterOcean Capital Group, LLC | 3,917 | $240.2K | 0.01% | −44−1.1% | Reduced |
| McMillion Capital Management Inc | 3,957 | $242.6K | 0.22% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,958 | $242.7K | 0.02% | −21−0.5% | Reduced |
| Hamilton Capital, LLC | 3,959 | $242.8K | 0.02% | +3,959 | New |
| Inlet Private Wealth, LLC | 3,973 | $243.6K | 0.06% | +3,973 | New |
| Calamos Wealth Management LLC | 3,990 | $244.7K | 0.02% | −73,072−94.8% | Reduced |
| Washington Trust Advisors, Inc. | 4,000 | $245.3K | 0.03% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,000 | $245.3K | 0.21% | +4,000 | New |
| Edge Capital Group, LLC | 4,005 | $245.6K | 0.02% | +381+10.5% | Added |
| First National Bank of Omaha | 4,016 | $247.0K | 0.02% | +664+19.8% | Added |
| E&G Advisors, LP | 4,031 | $247.2K | 0.09% | −1,300−24.4% | Reduced |
| C2C Wealth Management, LLC | 3,968 | $247.6K | 0.04% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,051 | $248.4K | 0.09% | −1,000−19.8% | Reduced |
| Hoese & Co LLP | 4,097 | $250.0K | 0.26% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,070 | $250.0K | 0.03% | +405+11.1% | Added |
| Cable Hill Partners, LLC | 4,088 | $250.7K | 0.04% | +18+0.4% | Added |
| Beacon Investment Advisors LLC | 4,110 | $252.1K | 0.21% | +4,110 | New |
| Hexagon Capital Partners LLC | 4,123 | $252.8K | 0.07% | +3,354+436.2% | Added |
| Flputnam Investment Management Co | 4,140 | $253.9K | 0.01% | +142+3.6% | Added |
| Camden National Bank | 4,148 | $254.0K | 0.05% | +49+1.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,151 | $254.5K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,151 | $255.0K | 0.01% | +4,151 | New |
| Chicago Capital, LLC | 4,169 | $255.6K | 0.01% | −2,065−33.1% | Reduced |
| Webster Bank, N. A. | 4,179 | $256.0K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 4,206 | $258.0K | 0.01% | −985−19.0% | Reduced |
| Successful Portfolios LLC | 4,205 | $258.0K | 0.17% | +180+4.5% | Added |
| Sandbox Financial Partners, LLC | 4,217 | $258.6K | 0.18% | −618−12.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,228 | $259.0K | 0.23% | +26+0.6% | Added |
| Apriem Advisors | 4,242 | $260.1K | 0.05% | −2,100−33.1% | Reduced |
| Roman Butler Fullerton & Co | 4,161 | $260.1K | 0.13% | +306+7.9% | Added |
| Ergoteles LLC | 4,255 | $260.9K | 0.01% | +4,255 | New |
| Fisher Asset Management, LLC | 4,265 | $262.0K | 0.00% | +21+0.5% | Added |
| NinePointTwo Capital | 4,276 | $262.0K | 0.11% | +4,276 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,288 | $262.9K | 0.00% | −1,549−26.5% | Reduced |
| Chiron Capital Management, LLC | 4,298 | $263.6K | 0.18% | +500+13.2% | Added |
| Capital Analysts, LLC | 4,309 | $264.0K | 0.02% | +1,452+50.8% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $264.6K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 4,322 | $265.0K | 0.19% | −213−4.7% | Reduced |
| Black Diamond Financial, LLC | 4,332 | $265.6K | 0.10% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,335 | $265.8K | 0.25% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,344 | $266.0K | 0.12% | −16−0.4% | Reduced |
| Petra Financial Advisors Inc | 4,372 | $268.1K | 0.29% | +4,372 | New |
| GM Advisory Group, Inc. | 4,383 | $268.8K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,393 | $269.0K | 0.00% | +4,393 | New |
| Powers Advisory Group, LLC | 4,393 | $269.4K | 0.20% | −10.0% | Reduced |
| MBA Advisors LLC | 4,394 | $269.4K | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,399 | $269.8K | 0.02% | −880−16.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $269.8K | 0.24% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,406 | $270.2K | 0.07% | −300−6.4% | Reduced |
| Vantage Consulting Group Inc | 4,412 | $270.5K | 0.16% | +1,134+34.6% | Added |
| Syntax Advisors, LLC | 4,412 | $270.5K | 0.23% | +1,134+34.6% | Added |
| Premier Asset Management LLC | 4,414 | $270.7K | 0.34% | +4,414 | New |
| Courier Capital LLC | 4,425 | $271.3K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,775 | $271.4K | 0.03% | +1,359+30.8% | Added |
| SFE Investment Counsel | 4,390 | $272.2K | 0.08% | −260−5.6% | Reduced |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | −794−15.2% | Reduced |
| Girard Partners Ltd. | 4,446 | $272.7K | 0.03% | −72−1.6% | Reduced |
| Hantz Financial Services, Inc. | 4,456 | $273.0K | 0.01% | +48+1.1% | Added |
| WealthTrust Axiom LLC | 4,460 | $273.5K | 0.10% | +100+2.3% | Added |
| Intrust Bank NA | 4,475 | $274.4K | 0.04% | −4,647−50.9% | Reduced |
| Benjamin Edwards Inc | 4,504 | $276.0K | 0.07% | −937−17.2% | Reduced |
| Latitude Advisors, LLC | 4,503 | $276.1K | 0.21% | −10−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,517 | $277.0K | 0.00% | −124,801−96.5% | Reduced |
| Rollins Financial | 4,519 | $277.1K | 0.11% | −1,210−21.1% | Reduced |
| Evolution Advisers, Inc. | 4,541 | $278.0K | 0.22% | +29+0.6% | Added |
| Lantz Financial LLC | 4,545 | $278.7K | 0.13% | +103+2.3% | Added |
| Main Street Financial Solutions, LLC | 4,577 | $280.2K | 0.04% | +129+2.9% | Added |
| Pointe Capital Management LLC | 4,581 | $281.0K | 0.22% | +4,581 | New |
| Parallel Advisors, LLC | 4,618 | $283.2K | 0.01% | −1,255−21.4% | Reduced |
| Nadler Financial Group, Inc. | 4,648 | $285.0K | 0.05% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,683 | $287.2K | 0.28% | +4,683 | New |
| Stiles Financial Services Inc | 4,700 | $288.2K | 0.16% | +43+0.9% | Added |
| Kapstone Financial Advisors LLC | 4,655 | $288.6K | 0.26% | +4,655 | New |
| Cypress Asset Management Inc | 4,715 | $289.1K | 0.10% | −60−1.3% | Reduced |
| Marotta Asset Management | 4,773 | $292.7K | 0.07% | +339+7.6% | Added |
| Clarius Group, LLC | 4,772 | $293.0K | 0.03% | −1,734−26.7% | Reduced |