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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 6,878 | $421.8K | 0.10% | +492+7.7% | Added |
| Fukoku Mutual Life Insurance Co | 6,860 | $420.7K | 0.04% | 00.0% | Unchanged |
| Farmers Trust Co | 6,842 | $420.0K | 0.09% | +1,054+18.2% | Added |
| Two Sigma Securities, LLC | 6,843 | $419.6K | 0.06% | −7,911−53.6% | Reduced |
| Spreng Capital Management, Inc. | 6,720 | $412.1K | 0.36% | −410−5.8% | Reduced |
| Waldron Private Wealth LLC | 5,966 | $412.0K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 6,717 | $411.9K | 0.01% | −3,462−34.0% | Reduced |
| First National Bank & Trust Co of Newtown | 6,681 | $409.6K | 0.09% | −85−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,627 | $408.2K | 0.02% | −28−0.4% | Reduced |
| Hyman Charles D | 6,646 | $408.0K | 0.03% | −1,188−15.2% | Reduced |
| Princeton Capital Management LLC | 6,644 | $407.4K | 0.18% | +90+1.4% | Added |
| Summit Asset Management, LLC | 6,632 | $406.7K | 0.12% | +450+7.3% | Added |
| Hudock, Inc. | 6,631 | $406.7K | 0.14% | −580−8.0% | Reduced |
| Private Trust Co NA | 6,609 | $405.0K | 0.06% | +133+2.1% | Added |
| AFS Financial Group, LLC | 6,592 | $404.2K | 0.29% | +6,592 | New |
| Pathway Financial Advisers, LLC | 6,572 | $403.0K | 0.16% | +6,572 | New |
| Field & Main Bank | 6,538 | $400.8K | 0.26% | −1,300−16.6% | Reduced |
| Cobblestone Capital Advisors LLC | 6,533 | $400.6K | 0.03% | +493+8.2% | Added |
| Wedmont Private Capital | 6,462 | $399.8K | 0.06% | +356+5.8% | Added |
| Perpetual Investment Management Ltd | 6,500 | $398.6K | 0.05% | +1,400+27.5% | Added |
| Valmark Advisers, Inc. | 6,465 | $396.4K | 0.01% | +6,465 | New |
| Vise Technologies, Inc. | 6,453 | $395.7K | 0.12% | +6,453 | New |
| Principle Wealth Partners LLC | 6,448 | $395.4K | 0.04% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,402 | $392.6K | 0.05% | +7+0.1% | Added |
| Hummer Financial Advisory Services Inc | 6,401 | $392.5K | 0.43% | 00.0% | Unchanged |
| Kepos Capital LP | 6,399 | $392.0K | 0.06% | +236+3.8% | Added |
| High Net Worth Advisory Group LLC | 6,385 | $391.5K | 0.15% | −3,026−32.2% | Reduced |
| Longfellow Investment Management Co LLC | 6,360 | $390.0K | 0.09% | +6,360 | New |
| Newman Dignan & Sheerar, Inc. | 6,351 | $389.5K | 0.13% | −35−0.5% | Reduced |
| First Horizon Advisors, Inc. | 6,342 | $388.9K | 0.01% | −269−4.1% | Reduced |
| Sawgrass Asset Management LLC | 6,309 | $386.9K | 0.05% | −1,248−16.5% | Reduced |
| Rehmann Capital Advisory Group | 6,219 | $381.4K | 0.04% | −218−3.4% | Reduced |
| Vident Investment Advisory, LLC | 6,197 | $380.0K | 0.01% | +6,197 | New |
| Arete Wealth Advisors, LLC | 6,151 | $377.2K | 0.03% | +1,908+45.0% | Added |
| Blueshift Asset Management, LLC | 6,110 | $374.7K | 0.17% | +6,110 | New |
| 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 |
| Romano Brothers and Company | 6,075 | $373.1K | 0.06% | −1,875−23.6% | Reduced |
| Aspiriant, LLC | 6,084 | $373.1K | 0.02% | −120−1.9% | Reduced |
| Cedrus LLC | 6,078 | $372.7K | 0.30% | +2,215+57.3% | Added |
| CoreFirst Bank & Trust | 6,076 | $372.6K | 0.28% | −1,117−15.5% | Reduced |
| Sawtooth Solutions, LLC | 6,026 | $369.5K | 0.05% | +566+10.4% | Added |
| Fulcrum Equity Management | 6,022 | $369.3K | 0.30% | +67+1.1% | Added |
| Coldstream Capital Management Inc | 6,004 | $368.2K | 0.01% | +6,004 | New |
| Evergreen Capital Management LLC | 6,001 | $368.0K | 0.02% | +728+13.8% | Added |
| StoneX Group Inc. | 5,972 | $366.2K | 0.04% | −5,752−49.1% | Reduced |
| New Hampshire Trust | 5,930 | $363.6K | 0.10% | +5,930 | New |
| 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 |
| Midwest Professional Planners, LTD. | 5,882 | $360.7K | 0.20% | +431+7.9% | Added |
| First City Capital Management, Inc. | 5,878 | $360.4K | 0.22% | +22+0.4% | Added |
| Lakeview Capital Partners, LLC | 5,739 | $359.8K | 0.11% | −10−0.2% | Reduced |
| FourThought Financial Partners, LLC | 5,822 | $357.0K | 0.05% | +5,822 | New |
| Legacy Wealth Asset Management, LLC | 5,798 | $355.5K | 0.14% | +207+3.7% | Added |
| Chapin Davis, Inc. | 5,777 | $354.2K | 0.21% | +5,777 | New |
| Chicago Trust Co NA | 5,773 | $354.0K | 0.09% | −4,613−44.4% | Reduced |
| Birchcreek Wealth Management, LLC | 5,751 | $352.7K | 0.31% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 5,750 | $352.6K | 0.43% | +5,750 | New |
| First Fiduciary Investment Counsel, Inc. | 5,685 | $349.0K | 0.08% | −2,860−33.5% | Reduced |
| ZWJ Investment Counsel Inc | 5,690 | $348.9K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,661 | $347.0K | 0.13% | +5,661 | New |
| St Germain D J Co Inc | 27,179 | $344.7K | 0.12% | +5,001+22.5% | Added |
| Assetmark, Inc | 5,615 | $344.3K | 0.00% | +3,480+163.0% | Added |
| Lido Advisors, LLC | 5,597 | $343.2K | 0.01% | +693+14.1% | Added |
| Verity Asset Management, Inc. | 5,596 | $343.1K | 0.29% | +712+14.6% | Added |
| Moody Lynn & Lieberson, LLC | 5,608 | $343.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,589 | $342.7K | 0.19% | −700−11.1% | Reduced |
| Spinnaker Trust | 5,575 | $342.0K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,571 | $341.6K | 0.06% | +5,571 | New |
| Resources Investment Advisors, LLC. | 5,563 | $341.1K | 0.01% | +515+10.2% | Added |
| Symmetry Partners, LLC | 5,559 | $341.0K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,559 | $340.9K | 0.09% | −240−4.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,498 | $337.2K | 0.03% | +40+0.7% | Added |
| Commerzbank Aktiengesellschaft | 5,503 | $337.0K | 0.02% | −258,425−97.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,490 | $336.6K | 0.08% | −220−3.9% | Reduced |
| Investment House LLC | 5,484 | $336.3K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5,472 | $336.0K | 0.23% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,475 | $335.7K | 0.11% | +5,475 | New |
| Alterity Financial Group, LLC | 5,466 | $335.2K | 0.54% | −337−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,447 | $334.0K | 0.03% | +307+6.0% | Added |
| Ignite Planners, LLC | 5,325 | $332.5K | 0.14% | +5,325 | New |
| Acrisure Capital Management, LLC | 5,396 | $330.9K | 0.37% | +5,396 | New |
| MKT Advisors LLC | 5,302 | $330.7K | 0.25% | −102−1.9% | Reduced |
| 4J Wealth Management LLC | 5,386 | $330.3K | 0.38% | +181+3.5% | Added |
| King Luther Capital Management Corp | 5,377 | $329.7K | 0.00% | +1,186+28.3% | Added |
| North Star Investment Management Corp. | 5,363 | $328.9K | 0.03% | −150−2.7% | Reduced |
| Dividend Assets Capital, LLC | 5,350 | $328.0K | 0.07% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 5,345 | $327.8K | 0.01% | −3,765−41.3% | Reduced |
| Morningstar Investment Management LLC | 5,328 | $327.0K | 0.06% | +5,328 | New |
| Truvestments Capital LLC | 5,318 | $326.1K | 0.18% | −576−9.8% | Reduced |
| Renasant Bank | 5,315 | $325.9K | 0.25% | −1,550−22.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,312 | $325.7K | 0.03% | −966−15.4% | Reduced |
| Brighton Jones LLC | 5,306 | $325.4K | 0.02% | −824−13.4% | Reduced |
| Segall Bryant & Hamill, LLC | 5,307 | $325.0K | 0.00% | +107+2.1% | Added |
| Main Street Research LLC | 5,298 | $324.9K | 0.08% | −200−3.6% | Reduced |
| CIC Wealth, LLC | 5,296 | $324.8K | 0.13% | +5,296 | New |
| Clifford Swan Investment Counsel LLC | 5,271 | $323.2K | 0.01% | −221−4.0% | Reduced |
| Modera Wealth Management, LLC | 5,255 | $322.2K | 0.01% | +935+21.6% | Added |
| Old North State Trust, LLC | 5,232 | $321.0K | 0.21% | −272−4.9% | Reduced |
| Equitable Trust Co | 5,213 | $319.7K | 0.03% | +1,414+37.2% | Added |