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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 72 | $4.42K | 0.00% | −87−54.7% | Reduced |
| Raffa Wealth Management, LLC | 67 | $4.11K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 55 | $3.37K | 0.00% | +55 | New |
| Estabrook Capital Management | 52 | $3.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $2.88K | 0.00% | −167−78.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.70K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 42 | $2.56K | 0.00% | +1+2.4% | Added |
| Beacon Capital Management, LLC | 36 | $2.21K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $2.00K | 0.00% | −5,442−99.5% | Reduced |
| Eukles Asset Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $1.84K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 29 | $1.78K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 28 | $1.72K | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 24 | $1.47K | 0.00% | −153−86.4% | Reduced |
| Quarry LP | 21 | $1.29K | 0.00% | +21 | New |
| TFC Financial Management | 20 | $1.25K | 0.00% | −32−61.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.23K | 0.00% | +10+100.0% | Added |
| Paragon Wealth Strategies, LLC | 20 | $1.23K | 0.00% | +20 | New |
| Sargent Bickham Lagudis LLC | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $1.10K | 0.00% | +5+38.5% | Added |
| Schubert & Co | 17 | $1.04K | 0.00% | −12−41.4% | Reduced |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | −394−94.9% | Reduced |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | −112−82.4% | Reduced |
| Disciplined Investments, LLC | 13 | $797 | 0.00% | −365−96.6% | Reduced |
| Lumature Wealth Partners, LLC | 13 | $797 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $736 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $491 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $123 | 0.00% | +2 | New |
| Westside Investment Management, Inc. | 210 | – | – | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −3,453,360−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,637,922−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,538,290−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −822,509−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −469,027−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −322,039−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −146,322−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −137,311−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −125,489−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −81,115−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −85,695−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −57,514−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −57,450−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −51,450−100.0% | Sold out |
| Martin Capital Partners, LLC | 0 | $0 | 0.00% | −49,501−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −39,355−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −38,906−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,679−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −28,092−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −22,231−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −21,585−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −20,269−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −15,950−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,243−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −12,778−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −12,277−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,971−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,071−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −10,160−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −9,368−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,037−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,729−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −8,346−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −8,275−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −7,285−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −7,097−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −7,022−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,282−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −5,012−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,655−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,529−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| GDS Wealth Management | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |