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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.

Institutional holdersQ4 2022: 1,431 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2022: $35.7B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2022.

Institutions holding D in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC567$34.8K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC559$34.3K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC557$34.2K0.01%+557New
Live Oak Investment Partners–$34.2K0.03%–New
Seldon Capital LP553$33.9K0.03%00.0%Unchanged
Achmea Investment Management B.V.574$33.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC533$33.0K0.01%00.0%Unchanged
Logan Capital Management Inc534$32.7K0.00%00.0%Unchanged
Hallmark Capital Management Inc500$30.7K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.500$30.7K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.500$30.7K0.03%+500New
Cassady Schiller Wealth Management, LLC500$30.7K0.02%+500New
Jackson, Grant Investment Advisers, Inc.500$30.6K0.01%+5+1.0%Added
Annapolis Financial Services, LLC489$30.0K0.01%−200−29.0%Reduced
AXS Investments LLC486$29.8K0.01%+486New
Retirement Financial Solutions, LLC470$28.8K0.02%+470New
Tucker Asset Management LLC440$27.1K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt430$26.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.408$25.0K0.01%−134−24.7%Reduced
Laurel Wealth Planning LLC400$24.5K0.02%00.0%Unchanged
Covestor Ltd393$24.0K0.02%−3−0.8%Reduced
EWG Elevate Inc.378$23.2K0.01%+378New
Richard W. Paul & Associates, LLC375$23.0K0.01%+375New
West Oak Capital, LLC600$22.0K0.01%+500+500.0%Added
DecisionPoint Financial, LLC355$21.8K0.01%+355New
JNBA Financial Advisors345$21.2K0.00%−25−6.8%Reduced
Sit Investment Associates Inc349$21.0K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC330$21.0K0.01%+50+17.9%Added
Fiduciary Alliance LLC335$20.6K0.01%+335New
RWM Asset Management, LLC331$20.3K0.00%+226+215.2%Added
Tilia Fiduciary Partners, Inc.330$20.2K0.02%00.0%Unchanged
Wolff Wiese Magana LLC328$20.1K0.02%−86−20.8%Reduced
Core Alternative Capital327$20.1K0.00%−128−28.1%Reduced
Affiance Financial, LLC323$19.8K0.01%+323New
Gables Capital Management Inc.320$19.6K0.01%−160−33.3%Reduced
Ossiam318$19.5K0.00%−33,257−99.1%Reduced
SRS Capital Advisors, Inc.303$18.6K0.00%−201−39.9%Reduced
Farther Finance Advisors, LLC289$17.7K0.01%+289New
TD Ameritrade Investment Management, LLC277$17.0K0.00%+277New
Optiver Holding B.V.273$17.0K0.00%+273New
Clearview Wealth Advisors LLC276$17.0K0.01%−145−34.4%Reduced
FSC Wealth Advisors, LLC274$16.8K0.03%00.0%Unchanged
MRP Capital Investments, LLC270$16.6K0.02%+270New
Oliver Lagore Vanvalin Investment Group265$16.3K0.01%−13−4.7%Reduced
Tradition Wealth Management, LLC266$16.0K0.00%−13−4.7%Reduced
Highlander Capital Management, LLC267$16.0K0.01%00.0%Unchanged
Accel Wealth Management253$15.5K0.01%+1+0.4%Added
Bellevue Asset Management, LLC254$15.4K0.01%+1+0.4%Added
Legacy Bridge, LLC245$15.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc243$14.9K0.00%−38−13.5%Reduced
Baldwin Brothers Inc232$14.2K0.00%+166+251.5%Added
McIlrath & Eck, LLC230$14.1K0.00%−39−14.5%Reduced
Centerpoint Advisors, LLC235$14.0K0.01%+125+113.6%Added
Kelly Financial Services LLC219$13.4K0.01%+2+0.9%Added
Chelsea Counsel Co213$13.0K0.01%+213New
Lakewood Asset Management LLC209$13.0K0.01%+209New
Perritt Capital Management Inc202$12.4K0.01%+202New
Operose Advisors LLC200$12.3K0.01%−314−61.1%Reduced
Federation des caisses Desjardins du Quebec200$12.3K0.00%00.0%Unchanged
RFP Financial Group LLC200$12.3K0.01%+200New
Arcus Capital Partners, LLC197$12.1K0.00%+197New
Bollard Group LLC198$12.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC202$12.0K0.01%+3+1.5%Added
RE Dickinson Investment Advisors, LLC200$12.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$12.0K0.01%+190+1,900.0%Added
Solstein Capital, LLC185$11.3K0.01%−200−51.9%Reduced
Activest Wealth Management180$11.0K0.00%00.0%Unchanged
American National Bank176$11.0K0.00%+6+3.5%Added
Intelligent Financial Strategies167$10.2K0.01%00.0%Unchanged
Burleson & Company, LLC160$9.81K0.00%+160New
Kayne Anderson Rudnick Investment Management LLC157$9.63K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP151$9.26K0.00%+151New
TSFG, LLC150$9.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC150$9.00K0.00%+150New
Fairfield Financial Advisors, LTD145$8.89K0.00%00.0%Unchanged
Abound Wealth Management141$8.64K0.00%+28+24.8%Added
Clean Yield Group137$8.40K0.00%+137New
Newton One Investments LLC132$8.09K0.01%−132−50.0%Reduced
Lazard Asset Management LLC131$8.00K0.00%−5,074−97.5%Reduced
Mascoma Wealth Management LLC125$7.67K0.00%00.0%Unchanged
MB, Levis & Associates, LLC123$7.56K0.01%+123New
MinichMacGregor Wealth Management, LLC117$7.17K0.00%+117New
Legend Financial Advisors, Inc.111$6.81K0.01%+111New
Archer Investment Corp110$6.75K0.00%−350−76.1%Reduced
Northwest Investment Counselors, LLC110$6.75K0.00%+110New
Eagle Bay Advisors LLC101$6.19K0.00%−73−42.0%Reduced
DT Investment Partners, LLC100$6.13K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$6.13K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$6.13K0.01%00.0%Unchanged
First Community Trust NA100$6.00K0.01%00.0%Unchanged
Avion Wealth100$6.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC92$5.64K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC83$5.09K0.00%00.0%Unchanged
Steward Financial Group LLC95$5.00K0.00%+95New
Halpern Financial, Inc.81$4.97K0.00%00.0%Unchanged
Pacifica Partners Inc.75$4.64K0.00%+75New
JJJ Advisors Inc.73$4.59K0.00%−78−51.7%Reduced
Fortis Capital Advisors, LLC74$4.54K0.00%+74New
Sofos Investments, Inc.61$4.47K0.05%+61New
Moisand Fitzgerald Tamayo, LLC72$4.42K0.00%−240−76.9%Reduced