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 |
|---|---|---|---|---|---|
| Old Port Advisors | 15,304 | $938.4K | 0.35% | −2,907−16.0% | Reduced |
| Founders Financial Alliance, LLC | 15,379 | $943.0K | 0.43% | −42−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 15,249 | $943.5K | 0.27% | −140−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 15,444 | $947.0K | 0.69% | 00.0% | Unchanged |
| CNB Bank | 15,459 | $947.9K | 0.59% | +168+1.1% | Added |
| Belpointe Asset Management LLC | 15,483 | $949.4K | 0.06% | −3,161−17.0% | Reduced |
| Joel Isaacson & Co., LLC | 15,496 | $950.2K | 0.07% | +39+0.3% | Added |
| Stony Point Wealth Management Inc. | 15,540 | $952.9K | 0.53% | −7,259−31.8% | Reduced |
| Foundations Investment Advisors, LLC | 15,565 | $954.4K | 0.04% | +4,935+46.4% | Added |
| Cornercap Investment Counsel Inc | 15,581 | $955.4K | 0.17% | +15,581 | New |
| Procyon Private Wealth Partners, LLC | 15,621 | $957.9K | 0.18% | +5,215+50.1% | Added |
| Veriti Management LLC | 15,627 | $958.2K | 0.13% | −96−0.6% | Reduced |
| Grove Bank & Trust | 15,670 | $961.0K | 0.21% | −480−3.0% | Reduced |
| All Terrain Financial Advisors, LLC | 15,678 | $961.4K | 0.49% | +595+3.9% | Added |
| Level Four Advisory Services, LLC | 15,680 | $961.5K | 0.07% | +6,999+80.6% | Added |
| River Wealth Advisors LLC | 15,794 | $968.5K | 0.19% | −2,283−12.6% | Reduced |
| Beacon Financial Group | 15,822 | $971.0K | 0.13% | −4,371−21.6% | Reduced |
| NTV Asset Management LLC | 15,867 | $973.0K | 0.19% | −650−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 15,982 | $980.0K | 0.03% | −994−5.9% | Reduced |
| Blue Edge Capital, LLC | 16,057 | $984.6K | 0.22% | +357+2.3% | Added |
| Asset Dedication, LLC | 16,042 | $987.0K | 0.10% | +2,201+15.9% | Added |
| MAI Capital Management | 16,175 | $991.8K | 0.02% | +2,453+17.9% | Added |
| TFG Advisers LLC | 16,238 | $995.7K | 0.51% | −1,146−6.6% | Reduced |
| Altman Advisors, Inc. | 15,988 | $997.4K | 0.62% | +1,022+6.8% | Added |
| Haverford Trust Co | 16,280 | $998.3K | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 16,312 | $1.00M | 0.07% | −345−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,360 | $1.00M | 0.04% | −789−4.6% | Reduced |
| D.B. Root & Company, LLC | 16,399 | $1.01M | 0.42% | −33−0.2% | Reduced |
| Arrow Financial Corp | 16,392 | $1.01M | 0.14% | +3,920+31.4% | Added |
| Oak Hill Wealth Advisors, LLC | 16,445 | $1.01M | 0.42% | +16,445 | New |
| Bank of New Hampshire | 16,480 | $1.01M | 0.30% | −1,115−6.3% | Reduced |
| International Assets Investment Management, LLC | 16,492 | $1.01M | 0.10% | +12,114+276.7% | Added |
| SevenBridge Financial Group, LLC | 16,638 | $1.02M | 0.30% | −894−5.1% | Reduced |
| SeaCrest Wealth Management, LLC | 16,885 | $1.04M | 0.15% | +2,467+17.1% | Added |
| DFPG Investments, LLC | 16,604 | $1.04M | 0.17% | +11,309+213.6% | Added |
| Argent Advisors, Inc. | 16,994 | $1.04M | 0.54% | −1,734−9.3% | Reduced |
| Caldwell Trust Co | 17,032 | $1.04M | 0.15% | +479+2.9% | Added |
| Patten Group, Inc. | 17,034 | $1.04M | 0.33% | −8,691−33.8% | Reduced |
| Venture Visionary Partners LLC | 17,171 | $1.05M | 0.08% | +1,485+9.5% | Added |
| Catalyst Wealth Management, LLC | 17,188 | $1.05M | 0.99% | +17,188 | New |
| Violich Capital Management, Inc. | 17,196 | $1.05M | 0.19% | −4,566−21.0% | Reduced |
| BKD Wealth Advisors, LLC | 17,192 | $1.05M | 0.04% | +157+0.9% | Added |
| Worldquant Millennium Advisors LLC | 17,254 | $1.06M | 0.02% | +17,254 | New |
| Metis Global Partners, LLC | 17,260 | $1.06M | 0.09% | +5,047+41.3% | Added |
| Wealthcare Advisory Partners LLC | 17,265 | $1.06M | 0.05% | +461+2.7% | Added |
| Global Retirement Partners, LLC | 17,327 | $1.06M | 0.07% | −13,306−43.4% | Reduced |
| Azimuth Capital Investment Management LLC | 17,335 | $1.06M | 0.05% | +2,300+15.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,389 | $1.07M | 0.01% | +6,839+64.8% | Added |
| Miracle Mile Advisors, LLC | 17,485 | $1.07M | 0.04% | +147+0.8% | Added |
| Hall Capital Management Co Inc | 17,640 | $1.08M | 0.65% | +197+1.1% | Added |
| Moloney Securities Asset Management, LLC | 17,865 | $1.10M | 0.24% | −60−0.3% | Reduced |
| Brown Brothers Harriman & Co | 17,995 | $1.10M | 0.01% | −2,678−13.0% | Reduced |
| BCM Advisors, LLC | 17,900 | $1.11M | 0.31% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 18,159 | $1.11M | 0.19% | −826−4.4% | Reduced |
| Mechanics Bank Trust Department | 18,174 | $1.11M | 0.19% | −16−0.1% | Reduced |
| Tevis Investment Management | 18,230 | $1.12M | 1.19% | −60−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 18,257 | $1.12M | 0.25% | −450−2.4% | Reduced |
| Chickasaw Capital Management LLC | 18,446 | $1.13M | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 18,496 | $1.13M | 0.09% | +2,412+15.0% | Added |
| Ancora Advisors, LLC | 18,524 | $1.14M | 0.03% | +264+1.4% | Added |
| Whitener Capital Management, Inc. | 18,555 | $1.14M | 0.50% | −3,550−16.1% | Reduced |
| J.W. Cole Advisors, Inc. | 18,594 | $1.14M | 0.09% | +367+2.0% | Added |
| Evercore Wealth Management, LLC | 18,693 | $1.15M | 0.02% | +160+0.9% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.15M | 0.06% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 18,736 | $1.15M | 0.60% | +330+1.8% | Added |
| Waters Parkerson & Co., LLC | 18,776 | $1.15M | 0.07% | +9,564+103.8% | Added |
| Fiduciary Group LLC | 18,808 | $1.15M | 0.15% | +148+0.8% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.16M | 0.33% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 18,910 | $1.16M | 0.25% | +178+1.0% | Added |
| Beck Mack & Oliver LLC | 18,965 | $1.16M | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 18,976 | $1.16M | 0.57% | −1,265−6.2% | Reduced |
| FDx Advisors, Inc. | 19,010 | $1.17M | 0.05% | −4,197−18.1% | Reduced |
| Robinson Value Management, Ltd. | 19,121 | $1.17M | 1.01% | −4,660−19.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,156 | $1.17M | 0.02% | +260+1.4% | Added |
| Slow Capital, Inc. | 19,186 | $1.18M | 0.26% | −1,098−5.4% | Reduced |
| Kula Investments, LLC | 19,296 | $1.18M | 0.42% | +19,296 | New |
| Dominguez Wealth Management Solutions, Inc. | 19,342 | $1.19M | 1.18% | +19,342 | New |
| Manhattan West Asset Management, LLC | 19,351 | $1.19M | 0.61% | +23+0.1% | Added |
| Tower Research Capital LLC (TRC) | 19,394 | $1.19M | 0.05% | −128,661−86.9% | Reduced |
| Camelot Portfolios, LLC | 19,415 | $1.19M | 0.88% | +19,415 | New |
| PBMares Wealth Management LLC | 19,492 | $1.20M | 0.48% | +2,374+13.9% | Added |
| Buckingham Strategic Wealth, LLC | 19,566 | $1.20M | 0.02% | +2,685+15.9% | Added |
| Jefferies Financial Group Inc. | 19,645 | $1.20M | 0.02% | +19,645 | New |
| CSM Advisors, LLC | 19,699 | $1.21M | 0.12% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 19,826 | $1.22M | 0.50% | −29,558−59.9% | Reduced |
| Boenning & Scattergood, Inc. | 14,315 | $1.22M | 0.20% | +850+6.3% | Added |
| Marco Investment Management LLC | 19,833 | $1.22M | 0.14% | −2,380−10.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,855 | $1.22M | 0.08% | +2,076+11.7% | Added |
| Verus Financial Partners, Inc. | 19,484 | $1.24M | 0.17% | −650−3.2% | Reduced |
| Woodstock Corp | 20,249 | $1.24M | 0.17% | −200−1.0% | Reduced |
| Shufro Rose & Co LLC | 20,312 | $1.25M | 0.11% | −15,164−42.7% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.25M | 0.08% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20,359 | $1.25M | 0.81% | +4,894+31.6% | Added |
| Burke & Herbert Bank & Trust Co | 20,600 | $1.26M | 0.94% | −834−3.9% | Reduced |
| BerganKDV Wealth Management, LLC | 20,642 | $1.27M | 0.14% | −2,836−12.1% | Reduced |
| Culbertson A N & Co Inc | 20,776 | $1.27M | 0.27% | +348+1.7% | Added |
| First Citizens Bank & Trust Co | 20,842 | $1.28M | 0.04% | −3,388−14.0% | Reduced |
| Horan Capital Advisors, LLC. | 20,949 | $1.28M | 0.56% | −2,308−9.9% | Reduced |
| City Holding Co | 21,000 | $1.29M | 0.24% | −528−2.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 21,483 | $1.32M | 0.73% | +21,483 | New |