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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2,197 | $134.7K | 0.23% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $131.0K | 0.09% | −110−4.9% | Reduced |
| Manchester Capital Management LLC | 2,135 | $130.9K | 0.02% | +1,044+95.7% | Added |
| Atticus Wealth Management, LLC | 2,102 | $128.9K | 0.05% | −563−21.1% | Reduced |
| AM Squared Ltd | 2,100 | $128.8K | 0.08% | +2,100 | New |
| SOA Wealth Advisors, LLC. | 2,091 | $128.2K | 0.03% | +9+0.4% | Added |
| Central Bank & Trust Co | 2,087 | $128.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,086 | $127.9K | 0.08% | +6+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,079 | $127.4K | 0.02% | +903+76.8% | Added |
| Sentry Investment Management LLC | 2,034 | $125.0K | 0.06% | −3,360−62.3% | Reduced |
| Duncker Streett & Co Inc | 2,035 | $124.8K | 0.03% | +300+17.3% | Added |
| Horan Securities, Inc. | 2,014 | $123.5K | 0.07% | −88−4.2% | Reduced |
| Alta Advisers Ltd | 2,000 | $123.0K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,993 | $122.2K | 0.01% | −40−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,981 | $121.5K | 0.01% | −89−4.3% | Reduced |
| Dakota Community Bank & Trust NA | 1,950 | $120.0K | 0.68% | −275−12.4% | Reduced |
| Optimum Investment Advisors | 1,938 | $118.8K | 0.06% | +2+0.1% | Added |
| Granite FO LLC | 1,935 | $118.2K | 0.09% | +1,935 | New |
| Register Financial Advisors LLC | 1,913 | $117.3K | 0.07% | +1,913 | New |
| Institutional & Family Asset Management, LLC | 1,900 | $116.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,899 | $116.5K | 0.03% | +953+100.7% | Added |
| Ten Capital Wealth Advisors, LLC | 1,882 | $115.4K | 0.05% | −150−7.4% | Reduced |
| Leonteq Securities AG | 1,865 | $114.4K | 0.01% | +301+19.2% | Added |
| Gradient Investments LLC | 1,833 | $112.4K | 0.00% | +3+0.2% | Added |
| First Financial Corp | 1,804 | $110.6K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,771 | $109.8K | 0.05% | +1,771 | New |
| Interactive Financial Advisors | 1,720 | $105.5K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,672 | $102.5K | 0.05% | +18+1.1% | Added |
| Quent Capital, LLC | 1,652 | $101.3K | 0.02% | +262+18.8% | Added |
| Riggs Asset Managment Co. Inc. | 1,642 | $100.7K | 0.04% | +20+1.2% | Added |
| Focused Wealth Management, Inc | 1,641 | $100.6K | 0.02% | +15+0.9% | Added |
| BDO Wealth Advisors, LLC | 1,625 | $99.6K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 1,610 | $98.7K | 0.05% | −582−26.6% | Reduced |
| Piscataqua Savings Bank | 1,567 | $96.1K | 0.08% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,545 | $94.7K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,514 | $92.8K | 0.02% | −2,092−58.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,486 | $91.0K | 0.14% | +35+2.4% | Added |
| West Paces Advisors Inc. | 1,482 | $90.9K | 0.03% | −415−21.9% | Reduced |
| Monetary Management Group Inc | 1,450 | $88.9K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,435 | $88.0K | 0.03% | −946−39.7% | Reduced |
| Bray Capital Advisors | 1,339 | $82.1K | 0.03% | +1+0.1% | Added |
| Cutler Group LP | 1,331 | $81.0K | 0.01% | +1,331 | New |
| MV Capital Management, Inc. | 1,306 | $80.1K | 0.01% | −481−26.9% | Reduced |
| Cowen Prime Advisors LLC | 1,300 | $80.0K | 0.03% | +500+62.5% | Added |
| Larson Financial Group LLC | 1,289 | $79.0K | 0.01% | +182+16.4% | Added |
| Proffitt & Goodson Inc | 1,275 | $78.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,262 | $77.0K | 0.07% | −275−17.9% | Reduced |
| Canton Hathaway, LLC | 1,250 | $77.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $76.9K | 0.05% | −11−0.9% | Reduced |
| CVA Family Office, LLC | 1,245 | $76.3K | 0.02% | +20+1.6% | Added |
| Ellevest, Inc. | 1,200 | $73.6K | 0.01% | +1,200 | New |
| Acima Private Wealth, LLC | 1,176 | $72.1K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 1,165 | $71.4K | 0.07% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,155 | $71.0K | 0.01% | −308−21.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,107 | $67.9K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $67.5K | 0.05% | +365+49.7% | Added |
| Vestor Capital, LLC | 1,080 | $66.0K | 0.01% | +496+84.9% | Added |
| Silvant Capital Management LLC | 1,071 | $65.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,020 | $62.5K | 0.02% | +1,020 | New |
| True Wealth Design, LLC | 1,008 | $61.8K | 0.03% | +1,008 | New |
| Kenfarb & Co. | 1,003 | $61.5K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $61.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $61.3K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 946 | $58.0K | 0.02% | +946 | New |
| Center for Financial Planning, Inc. | 944 | $57.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 932 | $57.1K | 0.03% | +932 | New |
| Sound Income Strategies, LLC | 926 | $56.8K | 0.01% | +1+0.1% | Added |
| CoreCap Advisors, LLC | 916 | $56.2K | 0.00% | +916 | New |
| Missouri Trust & Investment Co | 921 | $56.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 866 | $53.1K | 0.04% | −9,734−91.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 865 | $53.0K | 0.04% | −300−25.8% | Reduced |
| Bangor Savings Bank | 857 | $53.0K | 0.01% | −249−22.5% | Reduced |
| Clear Street Markets LLC | 842 | $52.0K | 0.01% | −6,222−88.1% | Reduced |
| Castleview Partners, LLC | 831 | $51.0K | 0.05% | −24−2.8% | Reduced |
| Capital Advisors, Ltd. LLC | 813 | $50.0K | 0.01% | −2,376−74.5% | Reduced |
| Headlands Technologies LLC | 815 | $50.0K | 0.04% | +815 | New |
| Madden Securities Corp | 805 | $49.4K | 0.03% | +805 | New |
| Ruedi Wealth Management, Inc. | 803 | $49.2K | 0.03% | +803 | New |
| First Personal Financial Services | 802 | $49.2K | 0.01% | +275+52.2% | Added |
| Newbridge Financial Services Group, Inc. | 769 | $47.2K | 0.03% | +268+53.5% | Added |
| Kozak & Associates, Inc. | 751 | $46.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 746 | $45.7K | 0.03% | −101−11.9% | Reduced |
| City State Bank | 694 | $43.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 700 | $43.0K | 0.01% | +500+250.0% | Added |
| 1832 Asset Management L.P. | 700 | $42.9K | 0.00% | −1,954,716−100.0% | Reduced |
| Creative Financial Designs Inc | 698 | $42.8K | 0.01% | −79−10.2% | Reduced |
| Coppell Advisory Solutions LLC | 689 | $42.2K | 0.02% | +689 | New |
| Coppell Advisory Solutions Corp. | 689 | $42.2K | 0.02% | +689 | New |
| Align Wealth Management, LLC | 596 | $41.2K | 0.03% | +596 | New |
| Coastal Capital Group, Inc. | 593 | $41.0K | 0.01% | +1+0.2% | Added |
| NVWM, LLC | 650 | $39.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 619 | $38.0K | 0.00% | +296+91.6% | Added |
| Loomis Sayles & Co L P | 627 | $38.0K | 0.00% | +605+2,750.0% | Added |
| Aspire Private Capital, LLC | 612 | $37.5K | 0.01% | +115+23.1% | Added |
| Brown, Lisle/Cummings, Inc. | 611 | $37.5K | 0.02% | −124−16.9% | Reduced |
| PSI Advisors, LLC | 608 | $37.3K | 0.02% | −220−26.6% | Reduced |
| Trust Co | 610 | $37.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $36.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 582 | $35.7K | 0.02% | +582 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 570 | $35.0K | 0.31% | +570 | New |