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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 25,005 | $1.53M | 0.56% | −2,268−8.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 24,811 | $1.52M | 0.68% | −4,875−16.4% | Reduced |
| Moors & Cabot, Inc. | 24,759 | $1.52M | 0.11% | −236−0.9% | Reduced |
| Stonegate Investment Group, LLC | 24,369 | $1.49M | 0.06% | −13,837−36.2% | Reduced |
| Outfitter Financial LLC | 24,140 | $1.48M | 1.34% | −600−2.4% | Reduced |
| NBT Bank N A | 23,940 | $1.47M | 0.21% | −1,901−7.4% | Reduced |
| Rothschild Investment Corp | 23,890 | $1.47M | 0.13% | +50.0% | Added |
| Bard Financial Services, Inc. | 23,895 | $1.47M | 0.12% | +7,020+41.6% | Added |
| Private Advisor Group, LLC | 106,878 | $1.46M | 0.07% | +714+0.7% | Added |
| KCM Investment Advisors LLC | 23,582 | $1.45M | 0.06% | −651−2.7% | Reduced |
| Integrated Advisors Network LLC | 23,530 | $1.44M | 0.09% | −1,831−7.2% | Reduced |
| Armor Investment Advisors, LLC | 23,528 | $1.44M | 0.88% | −2,248−8.7% | Reduced |
| HBK Sorce Advisory LLC | 23,216 | $1.42M | 0.04% | +11,270+94.3% | Added |
| Lee Danner & Bass Inc | 23,092 | $1.42M | 0.13% | −1,000−4.2% | Reduced |
| Kingsview Wealth Management, LLC | 23,063 | $1.41M | 0.06% | +3,988+20.9% | Added |
| Pensionfund Sabic | 23,000 | $1.41M | 0.46% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 22,987 | $1.41M | 0.07% | +1,497+7.0% | Added |
| JustInvest LLC | 22,921 | $1.41M | 0.06% | −9,903−30.2% | Reduced |
| Advisory Services Network, LLC | 22,898 | $1.40M | 0.04% | +4,699+25.8% | Added |
| Radnor Capital Management, LLC | 23,228 | $1.39M | 0.34% | +905+4.1% | Added |
| Peoples Financial Services Corp. | 22,577 | $1.38M | 0.65% | −1,695−7.0% | Reduced |
| Elevated Capital Advisors, LLC | 22,460 | $1.38M | 0.53% | +2,975+15.3% | Added |
| Cullen/Frost Bankers, Inc. | 22,405 | $1.37M | 0.03% | −577−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,364 | $1.37M | 0.11% | +721+3.3% | Added |
| Prudential PLC | 22,057 | $1.35M | 0.02% | +1,660+8.1% | Added |
| Marks Group Wealth Management, Inc | 21,828 | $1.34M | 0.18% | +2,831+14.9% | Added |
| Bleakley Financial Group, LLC | 21,723 | $1.33M | 0.05% | +21,723 | New |
| Dover Advisors, LLC | 21,715 | $1.33M | 1.44% | +21,715 | New |
| Glenview Trust Co | 21,574 | $1.32M | 0.04% | +2,625+13.9% | Added |
| Empirical Finance, LLC | 21,539 | $1.32M | 0.14% | +1,801+9.1% | Added |
| Glassy Mountain Advisors, Inc. | 21,483 | $1.32M | 0.73% | +21,483 | New |
| City Holding Co | 21,000 | $1.29M | 0.24% | −528−2.5% | Reduced |
| Horan Capital Advisors, LLC. | 20,949 | $1.28M | 0.56% | −2,308−9.9% | Reduced |
| First Citizens Bank & Trust Co | 20,842 | $1.28M | 0.04% | −3,388−14.0% | Reduced |
| Culbertson A N & Co Inc | 20,776 | $1.27M | 0.27% | +348+1.7% | Added |
| BerganKDV Wealth Management, LLC | 20,642 | $1.27M | 0.14% | −2,836−12.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,600 | $1.26M | 0.94% | −834−3.9% | Reduced |
| GoalVest Advisory LLC | 20,359 | $1.25M | 0.81% | +4,894+31.6% | Added |
| Birch Hill Investment Advisors LLC | 20,355 | $1.25M | 0.08% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 20,312 | $1.25M | 0.11% | −15,164−42.7% | Reduced |
| Woodstock Corp | 20,249 | $1.24M | 0.17% | −200−1.0% | Reduced |
| Verus Financial Partners, Inc. | 19,484 | $1.24M | 0.17% | −650−3.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,855 | $1.22M | 0.08% | +2,076+11.7% | Added |
| Marco Investment Management LLC | 19,833 | $1.22M | 0.14% | −2,380−10.7% | Reduced |
| Boenning & Scattergood, Inc. | 14,315 | $1.22M | 0.20% | +850+6.3% | Added |
| Financial Advisory Partners, LLC | 19,826 | $1.22M | 0.50% | −29,558−59.9% | Reduced |
| CSM Advisors, LLC | 19,699 | $1.21M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 19,645 | $1.20M | 0.02% | +19,645 | New |
| Buckingham Strategic Wealth, LLC | 19,566 | $1.20M | 0.02% | +2,685+15.9% | Added |
| PBMares Wealth Management LLC | 19,492 | $1.20M | 0.48% | +2,374+13.9% | Added |
| Camelot Portfolios, LLC | 19,415 | $1.19M | 0.88% | +19,415 | New |
| Tower Research Capital LLC (TRC) | 19,394 | $1.19M | 0.05% | −128,661−86.9% | Reduced |
| Manhattan West Asset Management, LLC | 19,351 | $1.19M | 0.61% | +23+0.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,342 | $1.19M | 1.18% | +19,342 | New |
| Kula Investments, LLC | 19,296 | $1.18M | 0.42% | +19,296 | New |
| Slow Capital, Inc. | 19,186 | $1.18M | 0.26% | −1,098−5.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,156 | $1.17M | 0.02% | +260+1.4% | Added |
| Robinson Value Management, Ltd. | 19,121 | $1.17M | 1.01% | −4,660−19.6% | Reduced |
| FDx Advisors, Inc. | 19,010 | $1.17M | 0.05% | −4,197−18.1% | Reduced |
| First United Bank Trust | 18,976 | $1.16M | 0.57% | −1,265−6.2% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $1.16M | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 18,910 | $1.16M | 0.25% | +178+1.0% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.16M | 0.33% | 00.0% | Unchanged |
| Fiduciary Group LLC | 18,808 | $1.15M | 0.15% | +148+0.8% | Added |
| Waters Parkerson & Co., LLC | 18,776 | $1.15M | 0.07% | +9,564+103.8% | Added |
| Bull Street Advisors, LLC | 18,736 | $1.15M | 0.60% | +330+1.8% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.15M | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 18,693 | $1.15M | 0.02% | +160+0.9% | Added |
| J.W. Cole Advisors, Inc. | 18,594 | $1.14M | 0.09% | +367+2.0% | Added |
| Whitener Capital Management, Inc. | 18,555 | $1.14M | 0.50% | −3,550−16.1% | Reduced |
| Ancora Advisors, LLC | 18,524 | $1.14M | 0.03% | +264+1.4% | Added |
| Proequities, Inc. | 18,496 | $1.13M | 0.09% | +2,412+15.0% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.13M | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 18,257 | $1.12M | 0.25% | −450−2.4% | Reduced |
| Tevis Investment Management | 18,230 | $1.12M | 1.19% | −60−0.3% | Reduced |
| Mechanics Bank Trust Department | 18,174 | $1.11M | 0.19% | −16−0.1% | Reduced |
| Hendershot Investments Inc. | 18,159 | $1.11M | 0.19% | −826−4.4% | Reduced |
| BCM Advisors, LLC | 17,900 | $1.11M | 0.31% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,995 | $1.10M | 0.01% | −2,678−13.0% | Reduced |
| Moloney Securities Asset Management, LLC | 17,865 | $1.10M | 0.24% | −60−0.3% | Reduced |
| Hall Capital Management Co Inc | 17,640 | $1.08M | 0.65% | +197+1.1% | Added |
| Miracle Mile Advisors, LLC | 17,485 | $1.07M | 0.04% | +147+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,389 | $1.07M | 0.01% | +6,839+64.8% | Added |
| Azimuth Capital Investment Management LLC | 17,335 | $1.06M | 0.05% | +2,300+15.3% | Added |
| Global Retirement Partners, LLC | 17,327 | $1.06M | 0.07% | −13,306−43.4% | Reduced |
| Wealthcare Advisory Partners LLC | 17,265 | $1.06M | 0.05% | +461+2.7% | Added |
| Metis Global Partners, LLC | 17,260 | $1.06M | 0.09% | +5,047+41.3% | Added |
| Worldquant Millennium Advisors LLC | 17,254 | $1.06M | 0.02% | +17,254 | New |
| BKD Wealth Advisors, LLC | 17,192 | $1.05M | 0.04% | +157+0.9% | Added |
| Violich Capital Management, Inc. | 17,196 | $1.05M | 0.19% | −4,566−21.0% | Reduced |
| Catalyst Wealth Management, LLC | 17,188 | $1.05M | 0.99% | +17,188 | New |
| Venture Visionary Partners LLC | 17,171 | $1.05M | 0.08% | +1,485+9.5% | Added |
| Patten Group, Inc. | 17,034 | $1.04M | 0.33% | −8,691−33.8% | Reduced |
| Caldwell Trust Co | 17,032 | $1.04M | 0.15% | +479+2.9% | Added |
| Argent Advisors, Inc. | 16,994 | $1.04M | 0.54% | −1,734−9.3% | Reduced |
| DFPG Investments, LLC | 16,604 | $1.04M | 0.17% | +11,309+213.6% | Added |
| SeaCrest Wealth Management, LLC | 16,885 | $1.04M | 0.15% | +2,467+17.1% | Added |
| SevenBridge Financial Group, LLC | 16,638 | $1.02M | 0.30% | −894−5.1% | Reduced |
| International Assets Investment Management, LLC | 16,492 | $1.01M | 0.10% | +12,114+276.7% | Added |
| Bank of New Hampshire | 16,480 | $1.01M | 0.30% | −1,115−6.3% | Reduced |