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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,783 | $293.3K | 0.01% | −181−3.6% | Reduced |
| Triad Financial Advisors, Inc. | 4,795 | $294.0K | 0.13% | −545−10.2% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $294.3K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 4,846 | $297.0K | 0.02% | −107−2.2% | Reduced |
| Osborne Partners Capital Management, LLC | 4,850 | $297.4K | 0.02% | −100−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,855 | $297.7K | 0.03% | −5,044−51.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $298.0K | 0.03% | +70+1.5% | Added |
| Principal Street Partners, LLC | 4,898 | $300.3K | 0.08% | −456−8.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,902 | $300.6K | 0.15% | +4,902 | New |
| Bridges Investment Management Inc | 4,950 | $303.5K | 0.01% | −530−9.7% | Reduced |
| CX Institutional | 4,955 | $303.8K | 0.02% | +4,955 | New |
| Tompkins Financial Corp | 4,954 | $304.0K | 0.05% | +1,100+28.5% | Added |
| Partners in Financial Planning | 4,851 | $305.5K | 0.08% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 5,000 | $306.6K | 0.01% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 5,002 | $306.7K | 0.07% | −281−5.3% | Reduced |
| LCNB Corp | 5,039 | $309.0K | 0.14% | +610+13.8% | Added |
| Kinloch Capital, LLC | 5,047 | $309.0K | 0.18% | +101+2.0% | Added |
| Adirondack Trust Co | 5,050 | $309.6K | 0.16% | +41+0.8% | Added |
| Kingfisher Capital LLC | 5,048 | $310.0K | 0.08% | −199−3.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,081 | $311.6K | 0.07% | −11−0.2% | Reduced |
| Alpha Paradigm Partners, LLC | 5,111 | $313.0K | 0.13% | +4,164+439.7% | Added |
| Aull & Monroe Investment Management Corp | 5,143 | $315.4K | 0.16% | −447−8.0% | Reduced |
| Comerica Securities,inc. | 5,160 | $316.4K | 0.02% | −472−8.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,174 | $317.3K | 0.12% | −336−6.1% | Reduced |
| Harbour Capital Advisors, LLC | 5,050 | $318.0K | 0.11% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,190 | $318.0K | 0.22% | +5,190 | New |
| Milestone Advisory Partners | 5,201 | $318.9K | 0.24% | −3,000−36.6% | Reduced |
| Van Hulzen Asset Management, LLC | 5,210 | $319.0K | 0.04% | −198,596−97.4% | Reduced |
| Mechanics Financial Corp | 5,195 | $319.0K | 0.19% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,204 | $319.1K | 0.10% | +263+5.3% | Added |
| Equitable Trust Co | 5,213 | $319.7K | 0.03% | +1,414+37.2% | Added |
| Old North State Trust, LLC | 5,232 | $321.0K | 0.21% | −272−4.9% | Reduced |
| Modera Wealth Management, LLC | 5,255 | $322.2K | 0.01% | +935+21.6% | Added |
| Clifford Swan Investment Counsel LLC | 5,271 | $323.2K | 0.01% | −221−4.0% | Reduced |
| CIC Wealth, LLC | 5,296 | $324.8K | 0.13% | +5,296 | New |
| Main Street Research LLC | 5,298 | $324.9K | 0.08% | −200−3.6% | Reduced |
| Segall Bryant & Hamill, LLC | 5,307 | $325.0K | 0.00% | +107+2.1% | Added |
| Brighton Jones LLC | 5,306 | $325.4K | 0.02% | −824−13.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,312 | $325.7K | 0.03% | −966−15.4% | Reduced |
| Renasant Bank | 5,315 | $325.9K | 0.25% | −1,550−22.6% | Reduced |
| Truvestments Capital LLC | 5,318 | $326.1K | 0.18% | −576−9.8% | Reduced |
| Morningstar Investment Management LLC | 5,328 | $327.0K | 0.06% | +5,328 | New |
| Fort Pitt Capital Group, LLC | 5,345 | $327.8K | 0.01% | −3,765−41.3% | Reduced |
| Dividend Assets Capital, LLC | 5,350 | $328.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,363 | $328.9K | 0.03% | −150−2.7% | Reduced |
| King Luther Capital Management Corp | 5,377 | $329.7K | 0.00% | +1,186+28.3% | Added |
| 4J Wealth Management LLC | 5,386 | $330.3K | 0.38% | +181+3.5% | Added |
| MKT Advisors LLC | 5,302 | $330.7K | 0.25% | −102−1.9% | Reduced |
| Acrisure Capital Management, LLC | 5,396 | $330.9K | 0.37% | +5,396 | New |
| Ignite Planners, LLC | 5,325 | $332.5K | 0.14% | +5,325 | New |
| Flagship Harbor Advisors, LLC | 5,447 | $334.0K | 0.03% | +307+6.0% | Added |
| Alterity Financial Group, LLC | 5,466 | $335.2K | 0.54% | −337−5.8% | Reduced |
| Diligent Investors, LLC | 5,475 | $335.7K | 0.11% | +5,475 | New |
| Tyler-Stone Wealth Management | 5,472 | $336.0K | 0.23% | 00.0% | Unchanged |
| Investment House LLC | 5,484 | $336.3K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,490 | $336.6K | 0.08% | −220−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 5,503 | $337.0K | 0.02% | −258,425−97.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,498 | $337.2K | 0.03% | +40+0.7% | Added |
| Abacus Planning Group, Inc. | 5,559 | $340.9K | 0.09% | −240−4.1% | Reduced |
| Symmetry Partners, LLC | 5,559 | $341.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,563 | $341.1K | 0.01% | +515+10.2% | Added |
| Daymark Wealth Partners, LLC | 5,571 | $341.6K | 0.06% | +5,571 | New |
| Spinnaker Trust | 5,575 | $342.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,589 | $342.7K | 0.19% | −700−11.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,608 | $343.0K | 0.03% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,596 | $343.1K | 0.29% | +712+14.6% | Added |
| Lido Advisors, LLC | 5,597 | $343.2K | 0.01% | +693+14.1% | Added |
| Assetmark, Inc | 5,615 | $344.3K | 0.00% | +3,480+163.0% | Added |
| St Germain D J Co Inc | 27,179 | $344.7K | 0.12% | +5,001+22.5% | Added |
| Insigneo Advisory Services, LLC | 5,661 | $347.0K | 0.13% | +5,661 | New |
| ZWJ Investment Counsel Inc | 5,690 | $348.9K | 0.02% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 5,685 | $349.0K | 0.08% | −2,860−33.5% | Reduced |
| CTC Capital Management, LLC | 5,750 | $352.6K | 0.43% | +5,750 | New |
| Birchcreek Wealth Management, LLC | 5,751 | $352.7K | 0.31% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,773 | $354.0K | 0.09% | −4,613−44.4% | Reduced |
| Chapin Davis, Inc. | 5,777 | $354.2K | 0.21% | +5,777 | New |
| Legacy Wealth Asset Management, LLC | 5,798 | $355.5K | 0.14% | +207+3.7% | Added |
| FourThought Financial Partners, LLC | 5,822 | $357.0K | 0.05% | +5,822 | New |
| Lakeview Capital Partners, LLC | 5,739 | $359.8K | 0.11% | −10−0.2% | Reduced |
| First City Capital Management, Inc. | 5,878 | $360.4K | 0.22% | +22+0.4% | Added |
| Midwest Professional Planners, LTD. | 5,882 | $360.7K | 0.20% | +431+7.9% | Added |
| Reaves W H & Co Inc | 5,927 | $363.0K | 0.01% | −6,728−53.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,926 | $363.0K | 0.01% | +1,112+23.1% | Added |
| New Hampshire Trust | 5,930 | $363.6K | 0.10% | +5,930 | New |
| StoneX Group Inc. | 5,972 | $366.2K | 0.04% | −5,752−49.1% | Reduced |
| Evergreen Capital Management LLC | 6,001 | $368.0K | 0.02% | +728+13.8% | Added |
| Coldstream Capital Management Inc | 6,004 | $368.2K | 0.01% | +6,004 | New |
| Fulcrum Equity Management | 6,022 | $369.3K | 0.30% | +67+1.1% | Added |
| Sawtooth Solutions, LLC | 6,026 | $369.5K | 0.05% | +566+10.4% | Added |
| CoreFirst Bank & Trust | 6,076 | $372.6K | 0.28% | −1,117−15.5% | Reduced |
| Cedrus LLC | 6,078 | $372.7K | 0.30% | +2,215+57.3% | Added |
| Aspiriant, LLC | 6,084 | $373.1K | 0.02% | −120−1.9% | Reduced |
| Romano Brothers and Company | 6,075 | $373.1K | 0.06% | −1,875−23.6% | Reduced |
| Philadelphia Trust Co | 6,095 | $374.0K | 0.04% | −2,250−27.0% | Reduced |
| Delta Financial Group, Inc. | 6,056 | $374.0K | 0.17% | +6,056 | New |
| Blueshift Asset Management, LLC | 6,110 | $374.7K | 0.17% | +6,110 | New |
| Arete Wealth Advisors, LLC | 6,151 | $377.2K | 0.03% | +1,908+45.0% | Added |
| Vident Investment Advisory, LLC | 6,197 | $380.0K | 0.01% | +6,197 | New |
| Rehmann Capital Advisory Group | 6,219 | $381.4K | 0.04% | −218−3.4% | Reduced |
| Sawgrass Asset Management LLC | 6,309 | $386.9K | 0.05% | −1,248−16.5% | Reduced |