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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 8,335 | $511.1K | 0.06% | −74−0.9% | Reduced |
| PFG Advisors | 8,352 | $512.1K | 0.05% | +1,578+23.3% | Added |
| Jeppson Wealth Management, LLC | 8,457 | $518.6K | 0.22% | −11,173−56.9% | Reduced |
| Resources Management Corp | 8,462 | $519.0K | 0.08% | −5,672−40.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,277 | $526.8K | 0.01% | −2,257−21.4% | Reduced |
| Prossimo Advisors, LLC | 8,594 | $527.0K | 1.22% | +8,594 | New |
| Total Clarity Wealth Management, Inc. | 8,597 | $527.2K | 0.27% | +8,597 | New |
| Confluence Wealth Services, Inc. | 8,610 | $528.0K | 0.14% | −1,877−17.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 8,692 | $533.0K | 0.08% | +8,692 | New |
| Centre Asset Management, LLC | 8,711 | $534.0K | 0.14% | −275−3.1% | Reduced |
| Front Row Advisors LLC | 8,725 | $535.0K | 0.28% | −1,461−14.3% | Reduced |
| Signaturefd, LLC | 8,766 | $537.5K | 0.02% | +833+10.5% | Added |
| Kovack Advisors, Inc. | 8,794 | $539.2K | 0.08% | +472+5.7% | Added |
| Elmwood Wealth Management, Inc. | 8,834 | $541.7K | 0.27% | +4,065+85.2% | Added |
| LVW Advisors, LLC | 8,835 | $541.8K | 0.11% | −1,334−13.1% | Reduced |
| First Foundation Advisors | 8,837 | $541.9K | 0.03% | −10−0.1% | Reduced |
| Orleans Capital Management Corp | 8,847 | $542.5K | 0.42% | −9,821−52.6% | Reduced |
| Gateway Investment Advisers LLC | 8,850 | $542.7K | 0.01% | +3,986+81.9% | Added |
| Bank of Hawaii | 8,874 | $544.2K | 0.03% | −987−10.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,907 | $546.0K | 0.28% | −275−3.0% | Reduced |
| Commonwealth Retirement Investments LLC | 8,916 | $546.7K | 0.33% | +8,916 | New |
| Keudell/Morrison Wealth Management | 8,925 | $547.3K | 0.18% | −473−5.0% | Reduced |
| Balentine LLC | 8,931 | $547.6K | 0.02% | −6,634−42.6% | Reduced |
| Graypoint LLC | 8,964 | $549.7K | 0.07% | −1,074−10.7% | Reduced |
| 1st Source Bank | 9,038 | $554.2K | 0.04% | −179−1.9% | Reduced |
| Beacon Financial Advisory LLC | 9,039 | $554.2K | 0.40% | +1,103+13.9% | Added |
| Merit Financial Group, LLC | 9,058 | $555.5K | 0.02% | +4,622+104.2% | Added |
| Grimes & Company, Inc. | 9,071 | $556.2K | 0.02% | +39+0.4% | Added |
| Bigelow Investment Advisors, LLC | 9,079 | $556.7K | 0.32% | +594+7.0% | Added |
| Occudo Quantitative Strategies LP | 9,092 | $557.5K | 0.06% | +3,321+57.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 9,105 | $558.3K | 0.15% | −3,035−25.0% | Reduced |
| Eudaimonia Partners, LLC | 9,119 | $559.2K | 0.14% | −2,473−21.3% | Reduced |
| Bryn Mawr Trust Co | 9,140 | $560.0K | 0.03% | −465−4.8% | Reduced |
| Stokes Family Office, LLC | 9,148 | $561.0K | 0.07% | −719−7.3% | Reduced |
| Wedbush Securities Inc | 9,144 | $561.0K | 0.03% | −4,452−32.7% | Reduced |
| Strategic Equity Management | 9,154 | $561.3K | 0.22% | +16+0.2% | Added |
| First Hawaiian Bank | 9,164 | $562.0K | 0.02% | −4,178−31.3% | Reduced |
| Headinvest, LLC | 9,171 | $562.4K | 0.13% | −105−1.1% | Reduced |
| Centurion Wealth Management LLC | 9,172 | $562.4K | 0.32% | +9,172 | New |
| Fund Management at Engine No. 1 LLC | 9,174 | $562.5K | 0.14% | +1,171+14.6% | Added |
| Wetherby Asset Management Inc | 9,258 | $567.7K | 0.04% | −3,507−27.5% | Reduced |
| We Are One Seven, LLC | 9,306 | $570.7K | 0.06% | −394−4.1% | Reduced |
| Rowland & Co Investment Counsel | 9,074 | $571.4K | 0.14% | +30.0% | Added |
| Deseret Mutual Benefit Administrators | 9,357 | $573.8K | 0.24% | −2,916−23.8% | Reduced |
| Citizens Financial Group Inc | 9,514 | $583.4K | 0.02% | −565−5.6% | Reduced |
| New Millennium Group LLC | 9,539 | $584.9K | 0.62% | −104−1.1% | Reduced |
| Summit X, LLC | 7,333 | $585.3K | 0.17% | −199−2.6% | Reduced |
| Parsec Financial Management, Inc. | 9,564 | $586.4K | 0.03% | +1,068+12.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,553 | $588.0K | 0.34% | +6+0.1% | Added |
| Schnieders Capital Management LLC | 9,618 | $589.8K | 0.14% | −7,200−42.8% | Reduced |
| Zeke Capital Advisors, LLC | 9,628 | $590.4K | 0.04% | +3,270+51.4% | Added |
| VeraBank, N.A. | 9,669 | $592.9K | 0.30% | −293−2.9% | Reduced |
| Prudent Man Advisors, LLC | 9,701 | $595.0K | 0.24% | −293−2.9% | Reduced |
| Alera Investment Advisors, LLC | 9,705 | $595.1K | 0.14% | −451−4.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,712 | $595.5K | 0.02% | +9,712 | New |
| Excalibur Management Corp | 9,726 | $596.4K | 0.31% | −889−8.4% | Reduced |
| Pearl River Capital, LLC | 9,746 | $597.6K | 0.10% | +9,746 | New |
| Fruth Investment Management | 9,775 | $599.0K | 0.18% | −200−2.0% | Reduced |
| Wealth Alliance | 9,772 | $599.2K | 0.11% | −3,775−27.9% | Reduced |
| Shell Asset Management Co | 9,783 | $600.0K | 0.03% | −1,844−15.9% | Reduced |
| Meeder Advisory Services, Inc. | 9,793 | $600.5K | 0.08% | +9,793 | New |
| Salem Investment Counselors Inc | 9,829 | $602.7K | 0.03% | −3,752−27.6% | Reduced |
| ICW Investment Advisors LLC | 9,918 | $608.2K | 0.37% | +43+0.4% | Added |
| BLB&B Advisors, LLC | 9,940 | $609.5K | 0.05% | −400−3.9% | Reduced |
| Derbend Asset Management | 10,004 | $613.4K | 0.49% | −2,674−21.1% | Reduced |
| KC Investment Advisors, LLC | 10,007 | $614.0K | 0.58% | +852+9.3% | Added |
| SPC Financial, Inc. | 10,018 | $614.3K | 0.07% | −29−0.3% | Reduced |
| Cambridge Trust Co | 10,059 | $617.0K | 0.03% | −32−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 10,068 | $617.0K | 0.10% | +10,068 | New |
| Kidder Stephen W | 10,089 | $618.7K | 0.23% | +10,089 | New |
| Boltwood Capital Management | 10,122 | $620.7K | 0.25% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 10,225 | $627.0K | 0.51% | −4,513−30.6% | Reduced |
| Madison Wealth Management | 10,255 | $628.8K | 0.14% | −643−5.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,257 | $629.0K | 0.24% | +878+9.4% | Added |
| Cigna Investments Inc | 10,285 | $630.0K | 0.13% | +116+1.1% | Added |
| Whittier Trust Co | 10,322 | $632.8K | 0.01% | −1,223−10.6% | Reduced |
| Endurance Wealth Management, Inc. | 10,324 | $633.0K | 0.10% | −1,446−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,058 | $633.4K | 0.03% | −275−2.7% | Reduced |
| Center For Asset Management LLC | 10,399 | $637.6K | 0.59% | +211+2.1% | Added |
| Shelton Capital Management | 10,400 | $637.7K | 0.07% | −5,482−34.5% | Reduced |
| Nations Financial Group Inc, | 10,404 | $638.0K | 0.07% | +800+8.3% | Added |
| Tranquility Partners, LLC | 10,457 | $641.2K | 0.33% | +1,668+19.0% | Added |
| Texas Yale Capital Corp. | 10,485 | $642.9K | 0.04% | +10,485 | New |
| Burney Co | 10,552 | $647.0K | 0.03% | −45−0.4% | Reduced |
| Marino, Stram & Associates LLC | 10,610 | $650.6K | 0.20% | −245−2.3% | Reduced |
| FineMark National Bank & Trust | 10,613 | $650.8K | 0.03% | −2,968−21.9% | Reduced |
| Busey Wealth Management | 10,664 | $653.9K | 0.03% | +1,920+22.0% | Added |
| Leavell Investment Management, Inc. | 10,676 | $655.0K | 0.05% | −597−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,693 | $655.6K | 0.03% | −13−0.1% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $655.9K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10,703 | $656.3K | 0.07% | +934+9.6% | Added |
| Graham Capital Wealth Management, LLC | 10,728 | $657.8K | 1.17% | −2,603−19.5% | Reduced |
| Hilltop Holdings Inc. | 10,736 | $658.2K | 0.09% | +415+4.0% | Added |
| Renaissance Group LLC | 10,752 | $659.5K | 0.03% | +12+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,837 | $664.5K | 0.10% | +313+3.0% | Added |
| Jones Financial Companies LLLP | 10,908 | $669.0K | 0.00% | +327+3.1% | Added |
| Welch Group, LLC | 10,911 | $669.1K | 0.04% | −551−4.8% | Reduced |
| Chesapeake Wealth Management | 10,922 | $669.8K | 0.29% | +1,824+20.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,929 | $670.2K | 0.18% | −2,006−15.5% | Reduced |
| Donaldson Capital Management, LLC | 10,955 | $671.7K | 0.03% | −520−4.5% | Reduced |