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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 11,040 | $677.0K | 0.04% | +400+3.8% | Added |
| Lincoln National Corp | 11,100 | $680.7K | 0.02% | −273−2.4% | Reduced |
| Heritage Investors Management Corp | 11,107 | $681.0K | 0.03% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 11,112 | $681.4K | 0.78% | −2,300−17.1% | Reduced |
| Quantinno Capital Management LP | 11,142 | $683.0K | 0.05% | +7,630+217.3% | Added |
| World Equity Group, Inc. | 11,140 | $683.1K | 0.16% | −11,175−50.1% | Reduced |
| Harbour Investments, Inc. | 11,273 | $691.3K | 0.04% | +468+4.3% | Added |
| Campbell Wealth Management | 11,312 | $694.0K | 0.10% | −242−2.1% | Reduced |
| HB Wealth Management, LLC | 11,329 | $694.7K | 0.01% | −587−4.9% | Reduced |
| Armstrong Advisory Group, Inc | 11,442 | $701.6K | 0.09% | +11,442 | New |
| Meiji Yasuda Life Insurance Co | 11,481 | $704.0K | 0.02% | −6,000−34.3% | Reduced |
| Archford Capital Strategies, LLC | 11,517 | $706.2K | 0.16% | +1,547+15.5% | Added |
| RSM US Wealth Management LLC | 11,436 | $706.4K | 0.03% | +11,436 | New |
| Orion Portfolio Solutions, LLC | 11,532 | $707.1K | 0.02% | −291−2.5% | Reduced |
| Csenge Advisory Group | 11,558 | $708.7K | 0.05% | −2,538−18.0% | Reduced |
| Sheets Smith Wealth Management | 11,583 | $710.3K | 0.11% | −2,352−16.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,414 | $718.2K | 0.73% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 11,728 | $719.2K | 0.52% | +11,728 | New |
| Lindbrook Capital, LLC | 11,803 | $723.8K | 0.09% | −316−2.6% | Reduced |
| Advisor Partners II, LLC | 11,853 | $726.8K | 0.05% | −9,711−45.0% | Reduced |
| Continuum Advisory, LLC | 11,922 | $731.0K | 0.13% | +1,514+14.5% | Added |
| Key Financial Inc | 10,580 | $731.2K | 0.35% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,958 | $733.3K | 0.03% | −2,865−19.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 11,965 | $733.7K | 0.62% | +2,565+27.3% | Added |
| Capital Asset Advisory Services LLC | 12,024 | $737.3K | 0.06% | +10.0% | Added |
| Ashton Thomas Private Wealth, LLC | 12,036 | $738.0K | 0.07% | +2,859+31.2% | Added |
| Allworth Financial LP | 12,060 | $739.5K | 0.01% | +4,462+58.7% | Added |
| Smithfield Trust Co | 12,095 | $741.0K | 0.05% | −35−0.3% | Reduced |
| Park National Corp | 12,095 | $741.7K | 0.03% | −985−7.5% | Reduced |
| Scissortail Wealth Management, LLC | 12,480 | $743.0K | 0.43% | +12,480 | New |
| Ti-Trust, Inc | 12,129 | $743.8K | 0.71% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,142 | $744.5K | 0.09% | −2,421−16.6% | Reduced |
| Meridian Wealth Management, LLC | 12,147 | $744.8K | 0.07% | −1,373−10.2% | Reduced |
| IHT Wealth Management, LLC | 12,199 | $748.1K | 0.05% | +595+5.1% | Added |
| Plimoth Trust Co LLC | 12,270 | $753.0K | 0.24% | +145+1.2% | Added |
| Eagle Harbor Asset Management Inc | 12,281 | $753.1K | 1.10% | +12,281 | New |
| Apollon Wealth Management, LLC | 12,306 | $754.6K | 0.05% | −1,271−9.4% | Reduced |
| Diversified Trust Co | 12,372 | $759.0K | 0.03% | +7,324+145.1% | Added |
| Good Life Advisors, LLC | 12,411 | $761.1K | 0.11% | +339+2.8% | Added |
| Sovereign Financial Group, Inc. | 12,417 | $761.4K | 0.30% | −126−1.0% | Reduced |
| Penn Mutual Asset Management, LLC | 12,426 | $761.9K | 0.85% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 12,449 | $763.4K | 0.05% | +557+4.7% | Added |
| Aviva PLC | 12,456 | $763.8K | 0.00% | −109−0.9% | Reduced |
| Greenleaf Trust | 12,498 | $766.0K | 0.01% | +1,266+11.3% | Added |
| MidWestOne Financial Group, Inc. | 12,547 | $769.4K | 0.18% | −4,011−24.2% | Reduced |
| Boston Family Office LLC | 12,634 | $775.0K | 0.06% | −3,063−19.5% | Reduced |
| SYSTM Wealth Solutions LLC | 12,699 | $778.7K | 0.10% | +12,699 | New |
| Tectonic Advisors LLC | 12,748 | $781.7K | 0.12% | +841+7.1% | Added |
| Toews Corp | 12,800 | $784.9K | 0.39% | −1,600−11.1% | Reduced |
| Stableford Capital II LLC | 12,783 | $787.3K | 0.43% | +1,352+11.8% | Added |
| Axxcess Wealth Management, LLC | 12,901 | $791.1K | 0.07% | −579−4.3% | Reduced |
| Independence Bank of Kentucky | 12,977 | $796.0K | 0.36% | +11,375+710.0% | Added |
| RNC Capital Management LLC | 12,992 | $797.0K | 0.04% | −22,680−63.6% | Reduced |
| Cornerstone Advisory, LLC | 13,041 | $799.7K | 0.16% | +271+2.1% | Added |
| Financial Advocates Investment Management | 13,123 | $804.7K | 0.06% | +3,466+35.9% | Added |
| Liberty One Investment Management, LLC | 13,184 | $808.5K | 0.12% | −456−3.3% | Reduced |
| Colony Group LLC | 13,188 | $809.0K | 0.01% | −72,377−84.6% | Reduced |
| Canal Capital Management, LLC | 13,261 | $813.2K | 0.20% | −1,643−11.0% | Reduced |
| My Legacy Advisors, LLC | 13,516 | $814.3K | 0.35% | +2,232+19.8% | Added |
| Ameritas Advisory Services, LLC | 13,309 | $816.1K | 0.04% | +4,698+54.6% | Added |
| Cresset Asset Management, LLC | 13,381 | $816.2K | 0.01% | −2,661−16.6% | Reduced |
| Spire Wealth Management | 13,381 | $821.0K | 0.05% | +630+4.9% | Added |
| Meyer Handelman Co | 13,465 | $825.7K | 0.03% | −1,500−10.0% | Reduced |
| Wealth Quarterback LLC | 13,483 | $826.8K | 0.69% | +180+1.4% | Added |
| Chemung Canal Trust Co | 13,571 | $832.0K | 0.19% | −10,194−42.9% | Reduced |
| Cornerstone Wealth Group, LLC | 13,573 | $832.3K | 0.16% | −238−1.7% | Reduced |
| Axq Capital, LP | 13,580 | $832.7K | 0.58% | +13,580 | New |
| Toroso Investments, LLC | 13,611 | $835.0K | 0.03% | +4,262+45.6% | Added |
| Tealwood Asset Management Inc | 13,630 | $836.0K | 0.44% | −18,187−57.2% | Reduced |
| Mork Capital Management, LLC | 13,640 | $836.4K | 0.64% | +13,640 | New |
| SS&H Financial Advisors, Inc. | 13,643 | $836.6K | 0.40% | 00.0% | Unchanged |
| Patten & Patten Inc | 13,767 | $844.0K | 0.08% | −759−5.2% | Reduced |
| Fiduciary Trust Co | 13,793 | $845.8K | 0.02% | +487+3.7% | Added |
| St. James Investment Advisors, LLC | 13,849 | $849.2K | 1.56% | +866+6.7% | Added |
| TCI Wealth Advisors, Inc. | 13,889 | $851.7K | 0.12% | −535−3.7% | Reduced |
| Meridian Financial Partners LLC | 13,790 | $855.0K | 0.96% | +235+1.7% | Added |
| Salvus Wealth Management, LLC | 14,020 | $859.7K | 0.79% | −206−1.4% | Reduced |
| TCTC Holdings, LLC | 14,074 | $863.0K | 0.04% | −6,500−31.6% | Reduced |
| Ronald Blue Trust, Inc. | 12,540 | $866.0K | 0.02% | +1,512+13.7% | Added |
| Taylor Hoffman Wealth Management | 14,189 | $870.1K | 0.53% | −26,825−65.4% | Reduced |
| B&D White Capital Company, LLC | 14,200 | $870.7K | 0.31% | +14,200 | New |
| Waterfront Wealth Inc. | 13,964 | $871.6K | 0.30% | +4,692+50.6% | Added |
| Ategra Capital Management, LLC | 14,294 | $876.5K | 0.46% | −1,635−10.3% | Reduced |
| Mainstay Capital Management LLC | 14,370 | $881.2K | 0.20% | −780−5.1% | Reduced |
| Ieq Capital, LLC | 14,462 | $886.8K | 0.02% | −5,907−29.0% | Reduced |
| Jacobi Capital Management LLC | 14,530 | $891.0K | 0.11% | +1,748+13.7% | Added |
| First Command Bank | 14,612 | $896.0K | 0.11% | −692−4.5% | Reduced |
| First Command Financial Services, Inc. | 14,612 | $896.0K | 0.11% | −692−4.5% | Reduced |
| Beech Hill Advisors, Inc. | 14,628 | $897.0K | 0.50% | −4,390−23.1% | Reduced |
| Martingale Asset Management L P | 14,674 | $899.8K | 0.02% | −36,033−71.1% | Reduced |
| Intrua Financial, LLC | 14,567 | $903.3K | 0.21% | +8,145+126.8% | Added |
| Wealthspire Advisors, LLC | 14,744 | $904.1K | 0.02% | +775+5.5% | Added |
| Ingalls & Snyder LLC | 14,782 | $906.0K | 0.05% | −67,010−81.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,805 | $907.8K | 0.31% | 00.0% | Unchanged |
| Terry L. Blaker | 14,819 | $908.5K | 0.08% | +3,648+32.7% | Added |
| United Bank | 14,843 | $910.2K | 0.13% | +29+0.2% | Added |
| Graham Capital Management, L.P. | 14,849 | $910.5K | 0.03% | +14,849 | New |
| Park Place Capital Corp | 15,008 | $920.0K | 0.26% | +15,008 | New |
| Tower Bridge Advisors | 15,043 | $922.4K | 0.08% | +400+2.7% | Added |
| Boston Private Wealth LLC | 15,095 | $925.6K | 0.01% | −13,584−47.4% | Reduced |