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 |
|---|---|---|---|---|---|
| Oak Hill Wealth Advisors, LLC | 16,445 | $1.01M | 0.42% | +16,445 | New |
| Arrow Financial Corp | 16,392 | $1.01M | 0.14% | +3,920+31.4% | Added |
| D.B. Root & Company, LLC | 16,399 | $1.01M | 0.42% | −33−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,360 | $1.00M | 0.04% | −789−4.6% | Reduced |
| Sumitomo Life Insurance Co | 16,312 | $1.00M | 0.07% | −345−2.1% | Reduced |
| Haverford Trust Co | 16,280 | $998.3K | 0.01% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 15,988 | $997.4K | 0.62% | +1,022+6.8% | Added |
| TFG Advisers LLC | 16,238 | $995.7K | 0.51% | −1,146−6.6% | Reduced |
| MAI Capital Management | 16,175 | $991.8K | 0.02% | +2,453+17.9% | Added |
| Asset Dedication, LLC | 16,042 | $987.0K | 0.10% | +2,201+15.9% | Added |
| Blue Edge Capital, LLC | 16,057 | $984.6K | 0.22% | +357+2.3% | Added |
| Integrated Wealth Concepts LLC | 15,982 | $980.0K | 0.03% | −994−5.9% | Reduced |
| NTV Asset Management LLC | 15,867 | $973.0K | 0.19% | −650−3.9% | Reduced |
| Beacon Financial Group | 15,822 | $971.0K | 0.13% | −4,371−21.6% | Reduced |
| River Wealth Advisors LLC | 15,794 | $968.5K | 0.19% | −2,283−12.6% | Reduced |
| Level Four Advisory Services, LLC | 15,680 | $961.5K | 0.07% | +6,999+80.6% | Added |
| All Terrain Financial Advisors, LLC | 15,678 | $961.4K | 0.49% | +595+3.9% | Added |
| Grove Bank & Trust | 15,670 | $961.0K | 0.21% | −480−3.0% | Reduced |
| Veriti Management LLC | 15,627 | $958.2K | 0.13% | −96−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,621 | $957.9K | 0.18% | +5,215+50.1% | Added |
| Cornercap Investment Counsel Inc | 15,581 | $955.4K | 0.17% | +15,581 | New |
| Foundations Investment Advisors, LLC | 15,565 | $954.4K | 0.04% | +4,935+46.4% | Added |
| Stony Point Wealth Management Inc. | 15,540 | $952.9K | 0.53% | −7,259−31.8% | Reduced |
| Joel Isaacson & Co., LLC | 15,496 | $950.2K | 0.07% | +39+0.3% | Added |
| Belpointe Asset Management LLC | 15,483 | $949.4K | 0.06% | −3,161−17.0% | Reduced |
| CNB Bank | 15,459 | $947.9K | 0.59% | +168+1.1% | Added |
| Reuter James Wealth Management, LLC | 15,444 | $947.0K | 0.69% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 15,249 | $943.5K | 0.27% | −140−0.9% | Reduced |
| Founders Financial Alliance, LLC | 15,379 | $943.0K | 0.43% | −42−0.3% | Reduced |
| Old Port Advisors | 15,304 | $938.4K | 0.35% | −2,907−16.0% | Reduced |
| Boston Private Wealth LLC | 15,095 | $925.6K | 0.01% | −13,584−47.4% | Reduced |
| Tower Bridge Advisors | 15,043 | $922.4K | 0.08% | +400+2.7% | Added |
| Park Place Capital Corp | 15,008 | $920.0K | 0.26% | +15,008 | New |
| Graham Capital Management, L.P. | 14,849 | $910.5K | 0.03% | +14,849 | New |
| United Bank | 14,843 | $910.2K | 0.13% | +29+0.2% | Added |
| Terry L. Blaker | 14,819 | $908.5K | 0.08% | +3,648+32.7% | Added |
| Lawson Kroeker Investment Management Inc | 14,805 | $907.8K | 0.31% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 14,782 | $906.0K | 0.05% | −67,010−81.9% | Reduced |
| Wealthspire Advisors, LLC | 14,744 | $904.1K | 0.02% | +775+5.5% | Added |
| Intrua Financial, LLC | 14,567 | $903.3K | 0.21% | +8,145+126.8% | Added |
| Martingale Asset Management L P | 14,674 | $899.8K | 0.02% | −36,033−71.1% | Reduced |
| Beech Hill Advisors, Inc. | 14,628 | $897.0K | 0.50% | −4,390−23.1% | Reduced |
| First Command Bank | 14,612 | $896.0K | 0.11% | −692−4.5% | Reduced |
| First Command Financial Services, Inc. | 14,612 | $896.0K | 0.11% | −692−4.5% | Reduced |
| Jacobi Capital Management LLC | 14,530 | $891.0K | 0.11% | +1,748+13.7% | Added |
| Ieq Capital, LLC | 14,462 | $886.8K | 0.02% | −5,907−29.0% | Reduced |
| Mainstay Capital Management LLC | 14,370 | $881.2K | 0.20% | −780−5.1% | Reduced |
| Ategra Capital Management, LLC | 14,294 | $876.5K | 0.46% | −1,635−10.3% | Reduced |
| Waterfront Wealth Inc. | 13,964 | $871.6K | 0.30% | +4,692+50.6% | Added |
| B&D White Capital Company, LLC | 14,200 | $870.7K | 0.31% | +14,200 | New |
| Taylor Hoffman Wealth Management | 14,189 | $870.1K | 0.53% | −26,825−65.4% | Reduced |
| Ronald Blue Trust, Inc. | 12,540 | $866.0K | 0.02% | +1,512+13.7% | Added |
| TCTC Holdings, LLC | 14,074 | $863.0K | 0.04% | −6,500−31.6% | Reduced |
| Salvus Wealth Management, LLC | 14,020 | $859.7K | 0.79% | −206−1.4% | Reduced |
| Meridian Financial Partners LLC | 13,790 | $855.0K | 0.96% | +235+1.7% | Added |
| TCI Wealth Advisors, Inc. | 13,889 | $851.7K | 0.12% | −535−3.7% | Reduced |
| St. James Investment Advisors, LLC | 13,849 | $849.2K | 1.56% | +866+6.7% | Added |
| Fiduciary Trust Co | 13,793 | $845.8K | 0.02% | +487+3.7% | Added |
| Patten & Patten Inc | 13,767 | $844.0K | 0.08% | −759−5.2% | Reduced |
| SS&H Financial Advisors, Inc. | 13,643 | $836.6K | 0.40% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 13,640 | $836.4K | 0.64% | +13,640 | New |
| Tealwood Asset Management Inc | 13,630 | $836.0K | 0.44% | −18,187−57.2% | Reduced |
| Toroso Investments, LLC | 13,611 | $835.0K | 0.03% | +4,262+45.6% | Added |
| Axq Capital, LP | 13,580 | $832.7K | 0.58% | +13,580 | New |
| Cornerstone Wealth Group, LLC | 13,573 | $832.3K | 0.16% | −238−1.7% | Reduced |
| Chemung Canal Trust Co | 13,571 | $832.0K | 0.19% | −10,194−42.9% | Reduced |
| Wealth Quarterback LLC | 13,483 | $826.8K | 0.69% | +180+1.4% | Added |
| Meyer Handelman Co | 13,465 | $825.7K | 0.03% | −1,500−10.0% | Reduced |
| Spire Wealth Management | 13,381 | $821.0K | 0.05% | +630+4.9% | Added |
| Cresset Asset Management, LLC | 13,381 | $816.2K | 0.01% | −2,661−16.6% | Reduced |
| Ameritas Advisory Services, LLC | 13,309 | $816.1K | 0.04% | +4,698+54.6% | Added |
| My Legacy Advisors, LLC | 13,516 | $814.3K | 0.35% | +2,232+19.8% | Added |
| Canal Capital Management, LLC | 13,261 | $813.2K | 0.20% | −1,643−11.0% | Reduced |
| Colony Group LLC | 13,188 | $809.0K | 0.01% | −72,377−84.6% | Reduced |
| Liberty One Investment Management, LLC | 13,184 | $808.5K | 0.12% | −456−3.3% | Reduced |
| Financial Advocates Investment Management | 13,123 | $804.7K | 0.06% | +3,466+35.9% | Added |
| Cornerstone Advisory, LLC | 13,041 | $799.7K | 0.16% | +271+2.1% | Added |
| RNC Capital Management LLC | 12,992 | $797.0K | 0.04% | −22,680−63.6% | Reduced |
| Independence Bank of Kentucky | 12,977 | $796.0K | 0.36% | +11,375+710.0% | Added |
| Axxcess Wealth Management, LLC | 12,901 | $791.1K | 0.07% | −579−4.3% | Reduced |
| Stableford Capital II LLC | 12,783 | $787.3K | 0.43% | +1,352+11.8% | Added |
| Toews Corp | 12,800 | $784.9K | 0.39% | −1,600−11.1% | Reduced |
| Tectonic Advisors LLC | 12,748 | $781.7K | 0.12% | +841+7.1% | Added |
| SYSTM Wealth Solutions LLC | 12,699 | $778.7K | 0.10% | +12,699 | New |
| Boston Family Office LLC | 12,634 | $775.0K | 0.06% | −3,063−19.5% | Reduced |
| MidWestOne Financial Group, Inc. | 12,547 | $769.4K | 0.18% | −4,011−24.2% | Reduced |
| Greenleaf Trust | 12,498 | $766.0K | 0.01% | +1,266+11.3% | Added |
| Aviva PLC | 12,456 | $763.8K | 0.00% | −109−0.9% | Reduced |
| Chesley Taft & Associates LLC | 12,449 | $763.4K | 0.05% | +557+4.7% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $761.9K | 0.85% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 12,417 | $761.4K | 0.30% | −126−1.0% | Reduced |
| Good Life Advisors, LLC | 12,411 | $761.1K | 0.11% | +339+2.8% | Added |
| Diversified Trust Co | 12,372 | $759.0K | 0.03% | +7,324+145.1% | Added |
| Apollon Wealth Management, LLC | 12,306 | $754.6K | 0.05% | −1,271−9.4% | Reduced |
| Eagle Harbor Asset Management Inc | 12,281 | $753.1K | 1.10% | +12,281 | New |
| Plimoth Trust Co LLC | 12,270 | $753.0K | 0.24% | +145+1.2% | Added |
| IHT Wealth Management, LLC | 12,199 | $748.1K | 0.05% | +595+5.1% | Added |
| Meridian Wealth Management, LLC | 12,147 | $744.8K | 0.07% | −1,373−10.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,142 | $744.5K | 0.09% | −2,421−16.6% | Reduced |
| Ti-Trust, Inc | 12,129 | $743.8K | 0.71% | 00.0% | Unchanged |