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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 12,480 | $743.0K | 0.43% | +12,480 | New |
| Park National Corp | 12,095 | $741.7K | 0.03% | −985−7.5% | Reduced |
| Smithfield Trust Co | 12,095 | $741.0K | 0.05% | −35−0.3% | Reduced |
| Allworth Financial LP | 12,060 | $739.5K | 0.01% | +4,462+58.7% | Added |
| Ashton Thomas Private Wealth, LLC | 12,036 | $738.0K | 0.07% | +2,859+31.2% | Added |
| Capital Asset Advisory Services LLC | 12,024 | $737.3K | 0.06% | +10.0% | Added |
| Buttonwood Financial Advisors Inc. | 11,965 | $733.7K | 0.62% | +2,565+27.3% | Added |
| Snowden Capital Advisors LLC | 11,958 | $733.3K | 0.03% | −2,865−19.3% | Reduced |
| Key Financial Inc | 10,580 | $731.2K | 0.35% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11,922 | $731.0K | 0.13% | +1,514+14.5% | Added |
| Advisor Partners II, LLC | 11,853 | $726.8K | 0.05% | −9,711−45.0% | Reduced |
| Lindbrook Capital, LLC | 11,803 | $723.8K | 0.09% | −316−2.6% | Reduced |
| Ridgewood Investments LLC | 11,728 | $719.2K | 0.52% | +11,728 | New |
| Alan B. Lancz & Associates, Inc. | 11,414 | $718.2K | 0.73% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,583 | $710.3K | 0.11% | −2,352−16.9% | Reduced |
| Csenge Advisory Group | 11,558 | $708.7K | 0.05% | −2,538−18.0% | Reduced |
| Orion Portfolio Solutions, LLC | 11,532 | $707.1K | 0.02% | −291−2.5% | Reduced |
| RSM US Wealth Management LLC | 11,436 | $706.4K | 0.03% | +11,436 | New |
| Archford Capital Strategies, LLC | 11,517 | $706.2K | 0.16% | +1,547+15.5% | Added |
| Meiji Yasuda Life Insurance Co | 11,481 | $704.0K | 0.02% | −6,000−34.3% | Reduced |
| Armstrong Advisory Group, Inc | 11,442 | $701.6K | 0.09% | +11,442 | New |
| HB Wealth Management, LLC | 11,329 | $694.7K | 0.01% | −587−4.9% | Reduced |
| Campbell Wealth Management | 11,312 | $694.0K | 0.10% | −242−2.1% | Reduced |
| Harbour Investments, Inc. | 11,273 | $691.3K | 0.04% | +468+4.3% | Added |
| World Equity Group, Inc. | 11,140 | $683.1K | 0.16% | −11,175−50.1% | Reduced |
| Quantinno Capital Management LP | 11,142 | $683.0K | 0.05% | +7,630+217.3% | Added |
| Regency Capital Management Inc. | 11,112 | $681.4K | 0.78% | −2,300−17.1% | Reduced |
| Heritage Investors Management Corp | 11,107 | $681.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 11,100 | $680.7K | 0.02% | −273−2.4% | Reduced |
| Klingenstein Fields & Co LP | 11,040 | $677.0K | 0.04% | +400+3.8% | Added |
| Donaldson Capital Management, LLC | 10,955 | $671.7K | 0.03% | −520−4.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,929 | $670.2K | 0.18% | −2,006−15.5% | Reduced |
| Chesapeake Wealth Management | 10,922 | $669.8K | 0.29% | +1,824+20.0% | Added |
| Welch Group, LLC | 10,911 | $669.1K | 0.04% | −551−4.8% | Reduced |
| Jones Financial Companies LLLP | 10,908 | $669.0K | 0.00% | +327+3.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,837 | $664.5K | 0.10% | +313+3.0% | Added |
| Renaissance Group LLC | 10,752 | $659.5K | 0.03% | +12+0.1% | Added |
| Hilltop Holdings Inc. | 10,736 | $658.2K | 0.09% | +415+4.0% | Added |
| Graham Capital Wealth Management, LLC | 10,728 | $657.8K | 1.17% | −2,603−19.5% | Reduced |
| Delta Asset Management LLC | 10,703 | $656.3K | 0.07% | +934+9.6% | Added |
| Parcion Private Wealth LLC | 10,696 | $655.9K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,693 | $655.6K | 0.03% | −13−0.1% | Reduced |
| Leavell Investment Management, Inc. | 10,676 | $655.0K | 0.05% | −597−5.3% | Reduced |
| Busey Wealth Management | 10,664 | $653.9K | 0.03% | +1,920+22.0% | Added |
| FineMark National Bank & Trust | 10,613 | $650.8K | 0.03% | −2,968−21.9% | Reduced |
| Marino, Stram & Associates LLC | 10,610 | $650.6K | 0.20% | −245−2.3% | Reduced |
| Burney Co | 10,552 | $647.0K | 0.03% | −45−0.4% | Reduced |
| Texas Yale Capital Corp. | 10,485 | $642.9K | 0.04% | +10,485 | New |
| Tranquility Partners, LLC | 10,457 | $641.2K | 0.33% | +1,668+19.0% | Added |
| Nations Financial Group Inc, | 10,404 | $638.0K | 0.07% | +800+8.3% | Added |
| Shelton Capital Management | 10,400 | $637.7K | 0.07% | −5,482−34.5% | Reduced |
| Center For Asset Management LLC | 10,399 | $637.6K | 0.59% | +211+2.1% | Added |
| Ameritas Investment Partners, Inc. | 10,058 | $633.4K | 0.03% | −275−2.7% | Reduced |
| Endurance Wealth Management, Inc. | 10,324 | $633.0K | 0.10% | −1,446−12.3% | Reduced |
| Whittier Trust Co | 10,322 | $632.8K | 0.01% | −1,223−10.6% | Reduced |
| Cigna Investments Inc | 10,285 | $630.0K | 0.13% | +116+1.1% | Added |
| Oak Harbor Wealth Partners, LLC | 10,257 | $629.0K | 0.24% | +878+9.4% | Added |
| Madison Wealth Management | 10,255 | $628.8K | 0.14% | −643−5.9% | Reduced |
| Lederer & Associates Investment Counsel | 10,225 | $627.0K | 0.51% | −4,513−30.6% | Reduced |
| Boltwood Capital Management | 10,122 | $620.7K | 0.25% | 00.0% | Unchanged |
| Kidder Stephen W | 10,089 | $618.7K | 0.23% | +10,089 | New |
| Cambridge Trust Co | 10,059 | $617.0K | 0.03% | −32−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 10,068 | $617.0K | 0.10% | +10,068 | New |
| SPC Financial, Inc. | 10,018 | $614.3K | 0.07% | −29−0.3% | Reduced |
| KC Investment Advisors, LLC | 10,007 | $614.0K | 0.58% | +852+9.3% | Added |
| Derbend Asset Management | 10,004 | $613.4K | 0.49% | −2,674−21.1% | Reduced |
| BLB&B Advisors, LLC | 9,940 | $609.5K | 0.05% | −400−3.9% | Reduced |
| ICW Investment Advisors LLC | 9,918 | $608.2K | 0.37% | +43+0.4% | Added |
| Salem Investment Counselors Inc | 9,829 | $602.7K | 0.03% | −3,752−27.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,793 | $600.5K | 0.08% | +9,793 | New |
| Shell Asset Management Co | 9,783 | $600.0K | 0.03% | −1,844−15.9% | Reduced |
| Wealth Alliance | 9,772 | $599.2K | 0.11% | −3,775−27.9% | Reduced |
| Fruth Investment Management | 9,775 | $599.0K | 0.18% | −200−2.0% | Reduced |
| Pearl River Capital, LLC | 9,746 | $597.6K | 0.10% | +9,746 | New |
| Excalibur Management Corp | 9,726 | $596.4K | 0.31% | −889−8.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,712 | $595.5K | 0.02% | +9,712 | New |
| Alera Investment Advisors, LLC | 9,705 | $595.1K | 0.14% | −451−4.4% | Reduced |
| Prudent Man Advisors, LLC | 9,701 | $595.0K | 0.24% | −293−2.9% | Reduced |
| VeraBank, N.A. | 9,669 | $592.9K | 0.30% | −293−2.9% | Reduced |
| Zeke Capital Advisors, LLC | 9,628 | $590.4K | 0.04% | +3,270+51.4% | Added |
| Schnieders Capital Management LLC | 9,618 | $589.8K | 0.14% | −7,200−42.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,553 | $588.0K | 0.34% | +6+0.1% | Added |
| Parsec Financial Management, Inc. | 9,564 | $586.4K | 0.03% | +1,068+12.6% | Added |
| Summit X, LLC | 7,333 | $585.3K | 0.17% | −199−2.6% | Reduced |
| New Millennium Group LLC | 9,539 | $584.9K | 0.62% | −104−1.1% | Reduced |
| Citizens Financial Group Inc | 9,514 | $583.4K | 0.02% | −565−5.6% | Reduced |
| Deseret Mutual Benefit Administrators | 9,357 | $573.8K | 0.24% | −2,916−23.8% | Reduced |
| Rowland & Co Investment Counsel | 9,074 | $571.4K | 0.14% | +30.0% | Added |
| We Are One Seven, LLC | 9,306 | $570.7K | 0.06% | −394−4.1% | Reduced |
| Wetherby Asset Management Inc | 9,258 | $567.7K | 0.04% | −3,507−27.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,174 | $562.5K | 0.14% | +1,171+14.6% | Added |
| Centurion Wealth Management LLC | 9,172 | $562.4K | 0.32% | +9,172 | New |
| Headinvest, LLC | 9,171 | $562.4K | 0.13% | −105−1.1% | Reduced |
| First Hawaiian Bank | 9,164 | $562.0K | 0.02% | −4,178−31.3% | Reduced |
| Strategic Equity Management | 9,154 | $561.3K | 0.22% | +16+0.2% | Added |
| Wedbush Securities Inc | 9,144 | $561.0K | 0.03% | −4,452−32.7% | Reduced |
| Stokes Family Office, LLC | 9,148 | $561.0K | 0.07% | −719−7.3% | Reduced |
| Bryn Mawr Trust Co | 9,140 | $560.0K | 0.03% | −465−4.8% | Reduced |
| Eudaimonia Partners, LLC | 9,119 | $559.2K | 0.14% | −2,473−21.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 9,105 | $558.3K | 0.15% | −3,035−25.0% | Reduced |