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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 5,204 | $319.1K | 0.10% | +263+5.3% | Added |
| 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 |
| Milestone Advisory Partners | 5,201 | $318.9K | 0.24% | −3,000−36.6% | Reduced |
| Neo Ivy Capital Management | 5,190 | $318.0K | 0.22% | +5,190 | New |
| Harbour Capital Advisors, LLC | 5,050 | $318.0K | 0.11% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 5,174 | $317.3K | 0.12% | −336−6.1% | Reduced |
| Comerica Securities,inc. | 5,160 | $316.4K | 0.02% | −472−8.4% | Reduced |
| Aull & Monroe Investment Management Corp | 5,143 | $315.4K | 0.16% | −447−8.0% | Reduced |
| Alpha Paradigm Partners, LLC | 5,111 | $313.0K | 0.13% | +4,164+439.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,081 | $311.6K | 0.07% | −11−0.2% | Reduced |
| Kingfisher Capital LLC | 5,048 | $310.0K | 0.08% | −199−3.8% | Reduced |
| Adirondack Trust Co | 5,050 | $309.6K | 0.16% | +41+0.8% | Added |
| Kinloch Capital, LLC | 5,047 | $309.0K | 0.18% | +101+2.0% | Added |
| LCNB Corp | 5,039 | $309.0K | 0.14% | +610+13.8% | Added |
| Financial Planning & Information Services, Inc. | 5,002 | $306.7K | 0.07% | −281−5.3% | Reduced |
| Bristol John W & Co Inc | 5,000 | $306.6K | 0.01% | 00.0% | Unchanged |
| Partners in Financial Planning | 4,851 | $305.5K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,954 | $304.0K | 0.05% | +1,100+28.5% | Added |
| CX Institutional | 4,955 | $303.8K | 0.02% | +4,955 | New |
| Bridges Investment Management Inc | 4,950 | $303.5K | 0.01% | −530−9.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,902 | $300.6K | 0.15% | +4,902 | New |
| Principal Street Partners, LLC | 4,898 | $300.3K | 0.08% | −456−8.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $298.0K | 0.03% | +70+1.5% | Added |
| Checchi Capital Advisers, LLC | 4,855 | $297.7K | 0.03% | −5,044−51.0% | Reduced |
| Osborne Partners Capital Management, LLC | 4,850 | $297.4K | 0.02% | −100−2.0% | Reduced |
| Change Path, LLC | 4,846 | $297.0K | 0.02% | −107−2.2% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $294.3K | 0.00% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 4,795 | $294.0K | 0.13% | −545−10.2% | Reduced |
| Forum Financial Management, LP | 4,783 | $293.3K | 0.01% | −181−3.6% | Reduced |
| Clarius Group, LLC | 4,772 | $293.0K | 0.03% | −1,734−26.7% | Reduced |
| Marotta Asset Management | 4,773 | $292.7K | 0.07% | +339+7.6% | Added |
| Cypress Asset Management Inc | 4,715 | $289.1K | 0.10% | −60−1.3% | Reduced |
| Kapstone Financial Advisors LLC | 4,655 | $288.6K | 0.26% | +4,655 | New |
| Stiles Financial Services Inc | 4,700 | $288.2K | 0.16% | +43+0.9% | Added |
| Campion Asset Management LLC | 4,683 | $287.2K | 0.28% | +4,683 | New |
| Nadler Financial Group, Inc. | 4,648 | $285.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,618 | $283.2K | 0.01% | −1,255−21.4% | Reduced |
| Pointe Capital Management LLC | 4,581 | $281.0K | 0.22% | +4,581 | New |
| Main Street Financial Solutions, LLC | 4,577 | $280.2K | 0.04% | +129+2.9% | Added |
| Lantz Financial LLC | 4,545 | $278.7K | 0.13% | +103+2.3% | Added |
| Evolution Advisers, Inc. | 4,541 | $278.0K | 0.22% | +29+0.6% | Added |
| Rollins Financial | 4,519 | $277.1K | 0.11% | −1,210−21.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,517 | $277.0K | 0.00% | −124,801−96.5% | Reduced |
| Latitude Advisors, LLC | 4,503 | $276.1K | 0.21% | −10−0.2% | Reduced |
| Benjamin Edwards Inc | 4,504 | $276.0K | 0.07% | −937−17.2% | Reduced |
| Intrust Bank NA | 4,475 | $274.4K | 0.04% | −4,647−50.9% | Reduced |
| WealthTrust Axiom LLC | 4,460 | $273.5K | 0.10% | +100+2.3% | Added |
| Hantz Financial Services, Inc. | 4,456 | $273.0K | 0.01% | +48+1.1% | Added |
| Girard Partners Ltd. | 4,446 | $272.7K | 0.03% | −72−1.6% | Reduced |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | −794−15.2% | Reduced |
| SFE Investment Counsel | 4,390 | $272.2K | 0.08% | −260−5.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,775 | $271.4K | 0.03% | +1,359+30.8% | Added |
| Courier Capital LLC | 4,425 | $271.3K | 0.03% | 00.0% | Unchanged |
| Premier Asset Management LLC | 4,414 | $270.7K | 0.34% | +4,414 | New |
| Vantage Consulting Group Inc | 4,412 | $270.5K | 0.16% | +1,134+34.6% | Added |
| Syntax Advisors, LLC | 4,412 | $270.5K | 0.23% | +1,134+34.6% | Added |
| M&R Capital Management Inc | 4,406 | $270.2K | 0.07% | −300−6.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $269.8K | 0.24% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,399 | $269.8K | 0.02% | −880−16.7% | Reduced |
| MBA Advisors LLC | 4,394 | $269.4K | 0.18% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,393 | $269.4K | 0.20% | −10.0% | Reduced |
| ExodusPoint Capital Management, LP | 4,393 | $269.0K | 0.00% | +4,393 | New |
| GM Advisory Group, Inc. | 4,383 | $268.8K | 0.03% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,372 | $268.1K | 0.29% | +4,372 | New |
| Ironsides Asset Advisors, LLC | 4,344 | $266.0K | 0.12% | −16−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 4,335 | $265.8K | 0.25% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,332 | $265.6K | 0.10% | 00.0% | Unchanged |
| Athena Investment Management | 4,322 | $265.0K | 0.19% | −213−4.7% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $264.6K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,309 | $264.0K | 0.02% | +1,452+50.8% | Added |
| Chiron Capital Management, LLC | 4,298 | $263.6K | 0.18% | +500+13.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,288 | $262.9K | 0.00% | −1,549−26.5% | Reduced |
| Fisher Asset Management, LLC | 4,265 | $262.0K | 0.00% | +21+0.5% | Added |
| NinePointTwo Capital | 4,276 | $262.0K | 0.11% | +4,276 | New |
| Ergoteles LLC | 4,255 | $260.9K | 0.01% | +4,255 | New |
| Roman Butler Fullerton & Co | 4,161 | $260.1K | 0.13% | +306+7.9% | Added |
| Apriem Advisors | 4,242 | $260.1K | 0.05% | −2,100−33.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,228 | $259.0K | 0.23% | +26+0.6% | Added |
| Sandbox Financial Partners, LLC | 4,217 | $258.6K | 0.18% | −618−12.8% | Reduced |
| Successful Portfolios LLC | 4,205 | $258.0K | 0.17% | +180+4.5% | Added |
| Congress Wealth Management LLC | 4,206 | $258.0K | 0.01% | −985−19.0% | Reduced |
| Webster Bank, N. A. | 4,179 | $256.0K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,169 | $255.6K | 0.01% | −2,065−33.1% | Reduced |
| Horizon Investments, LLC | 4,151 | $255.0K | 0.01% | +4,151 | New |
| Ipswich Investment Management Co., Inc. | 4,151 | $254.5K | 0.07% | 00.0% | Unchanged |
| Camden National Bank | 4,148 | $254.0K | 0.05% | +49+1.2% | Added |
| Flputnam Investment Management Co | 4,140 | $253.9K | 0.01% | +142+3.6% | Added |
| Hexagon Capital Partners LLC | 4,123 | $252.8K | 0.07% | +3,354+436.2% | Added |
| Beacon Investment Advisors LLC | 4,110 | $252.1K | 0.21% | +4,110 | New |
| Cable Hill Partners, LLC | 4,088 | $250.7K | 0.04% | +18+0.4% | Added |
| Hoese & Co LLP | 4,097 | $250.0K | 0.26% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,070 | $250.0K | 0.03% | +405+11.1% | Added |
| First Commonwealth Financial Corp | 4,051 | $248.4K | 0.09% | −1,000−19.8% | Reduced |
| C2C Wealth Management, LLC | 3,968 | $247.6K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,031 | $247.2K | 0.09% | −1,300−24.4% | Reduced |
| First National Bank of Omaha | 4,016 | $247.0K | 0.02% | +664+19.8% | Added |
| Edge Capital Group, LLC | 4,005 | $245.6K | 0.02% | +381+10.5% | Added |
| Washington Trust Advisors, Inc. | 4,000 | $245.3K | 0.03% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,000 | $245.3K | 0.21% | +4,000 | New |