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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 3,990 | $244.7K | 0.02% | −73,072−94.8% | Reduced |
| Inlet Private Wealth, LLC | 3,973 | $243.6K | 0.06% | +3,973 | New |
| Hamilton Capital, LLC | 3,959 | $242.8K | 0.02% | +3,959 | New |
| Regal Investment Advisors LLC | 3,958 | $242.7K | 0.02% | −21−0.5% | Reduced |
| McMillion Capital Management Inc | 3,957 | $242.6K | 0.22% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,917 | $240.2K | 0.01% | −44−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 3,922 | $240.0K | 0.08% | −105−2.6% | Reduced |
| Aevitas Wealth Management, Inc. | 3,902 | $239.3K | 0.14% | −2,814−41.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,898 | $239.1K | 0.03% | −1,144−22.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 3,899 | $239.1K | 0.20% | +3,899 | New |
| Cypress Wealth Services, LLC | 3,897 | $238.9K | 0.08% | −670−14.7% | Reduced |
| HF Advisory Group, LLC | 3,877 | $237.7K | 0.24% | +3,877 | New |
| DAGCO, Inc. | 4,045 | $237.1K | 0.14% | +20.0% | Added |
| MSH Capital Advisors LLC | 3,862 | $236.8K | 0.11% | −269−6.5% | Reduced |
| FirstPurpose Wealth LLC | 3,859 | $236.6K | 0.13% | +3,859 | New |
| Hancock Whitney Corp | 3,848 | $236.0K | 0.01% | −1,109−22.4% | Reduced |
| Morris Retirement Advisors, LLC | 3,844 | $235.7K | 0.19% | +3,844 | New |
| SageView Advisory Group, LLC | 3,828 | $234.7K | 0.02% | +3,828 | New |
| SG Americas Securities, LLC | 3,814 | $234.0K | 0.00% | −45,481−92.3% | Reduced |
| Independent Financial Group, LLC | 3,808 | $233.5K | 0.02% | +384+11.2% | Added |
| HBW Advisory Services LLC | 3,806 | $233.0K | 0.06% | −67−1.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,798 | $232.9K | 0.14% | +25+0.7% | Added |
| Tilt Investment Management Holdings, PBC | 3,793 | $232.6K | 0.20% | +3,793 | New |
| Trustmark National Bank Trust Department | 3,790 | $232.4K | 0.02% | −468−11.0% | Reduced |
| Alaska Permanent Fund Corp | 3,786 | $232.0K | 0.00% | +534+16.4% | Added |
| Probity Advisors, Inc. | 3,774 | $231.4K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 3,755 | $230.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,750 | $229.9K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,750 | $229.9K | 0.08% | +3,750 | New |
| Hazlett, Burt & Watson, Inc. | 3,720 | $229.0K | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,716 | $227.9K | 0.06% | −52−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,715 | $227.8K | 0.03% | +3,715 | New |
| STAR Financial Bank | 3,706 | $227.3K | 0.23% | +3,706 | New |
| Wade G W & Inc | 3,678 | $226.0K | 0.01% | −331−8.3% | Reduced |
| Garner Asset Management Corp | 3,660 | $224.0K | 0.11% | −100−2.7% | Reduced |
| UMA Financial Services, Inc. | 3,564 | $222.7K | 0.06% | +3+0.1% | Added |
| Fiducient Advisors LLC | 3,631 | $222.7K | 0.07% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,628 | $222.5K | 0.14% | +7+0.2% | Added |
| Great Valley Advisor Group, Inc. | 3,608 | $221.2K | 0.01% | −1,464−28.9% | Reduced |
| Financial Insights, Inc. | 3,589 | $220.1K | 0.10% | +308+9.4% | Added |
| Thompson Davis & Co., Inc. | 3,574 | $219.2K | 0.31% | −325−8.3% | Reduced |
| Congress Asset Management Co | 3,570 | $218.9K | 0.00% | −625−14.9% | Reduced |
| Maven Securities LTD | 3,563 | $218.5K | 0.04% | −993−21.8% | Reduced |
| Birmingham Capital Management Co Inc | 3,545 | $217.4K | 0.08% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,504 | $214.8K | 0.10% | +251+7.7% | Added |
| Institute for Wealth Management, LLC. | 3,502 | $214.7K | 0.05% | −116−3.2% | Reduced |
| GSB Wealth Management, LLC | 3,500 | $214.6K | 0.08% | −150−4.1% | Reduced |
| Red Wave Investments LLC | 3,496 | $214.4K | 0.09% | +102+3.0% | Added |
| Empowered Funds, LLC | 3,491 | $214.1K | 0.01% | +3,491 | New |
| LFA - Lugano Financial Advisors SA | 3,486 | $213.8K | 0.16% | −3,486−50.0% | Reduced |
| Benchmark Wealth Management, LLC | 3,474 | $213.0K | 0.15% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,448 | $211.4K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,444 | $211.2K | 0.02% | −1,387−28.7% | Reduced |
| Thoroughbred Financial Services, LLC | 3,446 | $211.0K | 0.03% | −1,142−24.9% | Reduced |
| Harbor Investment Advisory, LLC | 3,438 | $210.8K | 0.03% | +532+18.3% | Added |
| Versant Capital Management, Inc | 3,425 | $210.0K | 0.08% | −51−1.5% | Reduced |
| Delaney Dennis R | 3,412 | $209.2K | 0.19% | −332−8.9% | Reduced |
| Stone Run Capital, LLC | 3,410 | $209.1K | 0.11% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 3,392 | $208.0K | 0.11% | −10,459−75.5% | Reduced |
| Enterprise Financial Services Corp | 3,390 | $207.9K | 0.14% | −172−4.8% | Reduced |
| Western Wealth Management, LLC | 3,388 | $207.8K | 0.02% | −8,873−72.4% | Reduced |
| Widmann Financial Services, Inc. | 3,382 | $207.4K | 0.22% | −7,689−69.5% | Reduced |
| Oxford Financial Group Ltd | 3,354 | $205.7K | 0.02% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 3,350 | $205.4K | 0.32% | −1,400−29.5% | Reduced |
| North Point Portfolio Managers Corp | 3,350 | $205.4K | 0.03% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,350 | $205.4K | 0.09% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 3,340 | $204.8K | 0.01% | +321+10.6% | Added |
| Somerset Trust Co | 3,320 | $204.0K | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,317 | $203.4K | 0.00% | −581−14.9% | Reduced |
| Cornerstone Advisors, LLC | 3,300 | $202.4K | 0.01% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,267 | $200.3K | 0.16% | −907−21.7% | Reduced |
| Clearstead Advisors, LLC | 3,238 | $198.6K | 0.02% | −1,681−34.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,163 | $194.0K | 0.04% | −197−5.9% | Reduced |
| Sawyer & Company, Inc | 3,155 | $193.0K | 0.10% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,960 | $181.5K | 0.10% | +6+0.2% | Added |
| Evermay Wealth Management LLC | 2,869 | $175.9K | 0.04% | −1,040−26.6% | Reduced |
| Carolinas Wealth Consulting LLC | 49,643 | $173.1K | 0.04% | −59−0.1% | Reduced |
| Global Trust Asset Management, LLC | 2,803 | $171.9K | 0.09% | −40−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,699 | $165.5K | 0.06% | −49−1.8% | Reduced |
| Valley National Advisers Inc | 2,602 | $162.0K | 0.03% | −8−0.3% | Reduced |
| Oakworth Capital, Inc. | 2,628 | $161.2K | 0.02% | −6−0.2% | Reduced |
| American State Bank (Iowa) | 2,597 | $159.2K | 0.12% | +21+0.8% | Added |
| Concord Wealth Partners | 2,548 | $156.2K | 0.05% | −593−18.9% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $156.2K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,546 | $156.1K | 0.10% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,522 | $154.6K | 0.01% | +906+56.1% | Added |
| Crewe Advisors LLC | 2,520 | $154.5K | 0.02% | −483−16.1% | Reduced |
| Hall Laurie J Trustee | 2,500 | $154.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,498 | $153.0K | 0.06% | −197−7.3% | Reduced |
| US Asset Management LLC | 2,498 | $153.0K | 0.17% | +2,498 | New |
| HHM Wealth Advisors, LLC | 2,406 | $147.5K | 0.03% | +1,846+329.6% | Added |
| S.A. Mason LLC | 2,401 | $147.2K | 0.11% | +10+0.4% | Added |
| Atlantic Trust, LLC | 2,376 | $146.0K | 0.05% | +10+0.4% | Added |
| Laurel Wealth Advisors LLC | 2,283 | $140.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,279 | $139.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,246 | $137.7K | 0.03% | −305−12.0% | Reduced |
| Parkside Financial Bank & Trust | 2,243 | $137.5K | 0.04% | +862+62.4% | Added |
| Glassman Wealth Services | 2,242 | $137.5K | 0.03% | −378−14.4% | Reduced |
| Accurate Wealth Management, LLC | 2,206 | $136.4K | 0.05% | +2,206 | New |
| NSI Retail Advisors, LLC | 2,211 | $136.0K | 0.03% | 00.0% | Unchanged |