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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 9,092 | $557.5K | 0.06% | +3,321+57.5% | Added |
| Bigelow Investment Advisors, LLC | 9,079 | $556.7K | 0.32% | +594+7.0% | Added |
| Grimes & Company, Inc. | 9,071 | $556.2K | 0.02% | +39+0.4% | Added |
| Merit Financial Group, LLC | 9,058 | $555.5K | 0.02% | +4,622+104.2% | Added |
| Beacon Financial Advisory LLC | 9,039 | $554.2K | 0.40% | +1,103+13.9% | Added |
| 1st Source Bank | 9,038 | $554.2K | 0.04% | −179−1.9% | Reduced |
| Graypoint LLC | 8,964 | $549.7K | 0.07% | −1,074−10.7% | Reduced |
| Balentine LLC | 8,931 | $547.6K | 0.02% | −6,634−42.6% | Reduced |
| Keudell/Morrison Wealth Management | 8,925 | $547.3K | 0.18% | −473−5.0% | Reduced |
| Commonwealth Retirement Investments LLC | 8,916 | $546.7K | 0.33% | +8,916 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,907 | $546.0K | 0.28% | −275−3.0% | Reduced |
| Bank of Hawaii | 8,874 | $544.2K | 0.03% | −987−10.0% | Reduced |
| Gateway Investment Advisers LLC | 8,850 | $542.7K | 0.01% | +3,986+81.9% | Added |
| Orleans Capital Management Corp | 8,847 | $542.5K | 0.42% | −9,821−52.6% | Reduced |
| First Foundation Advisors | 8,837 | $541.9K | 0.03% | −10−0.1% | Reduced |
| LVW Advisors, LLC | 8,835 | $541.8K | 0.11% | −1,334−13.1% | Reduced |
| Elmwood Wealth Management, Inc. | 8,834 | $541.7K | 0.27% | +4,065+85.2% | Added |
| Kovack Advisors, Inc. | 8,794 | $539.2K | 0.08% | +472+5.7% | Added |
| Signaturefd, LLC | 8,766 | $537.5K | 0.02% | +833+10.5% | Added |
| Front Row Advisors LLC | 8,725 | $535.0K | 0.28% | −1,461−14.3% | Reduced |
| Centre Asset Management, LLC | 8,711 | $534.0K | 0.14% | −275−3.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 8,692 | $533.0K | 0.08% | +8,692 | New |
| Confluence Wealth Services, Inc. | 8,610 | $528.0K | 0.14% | −1,877−17.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,597 | $527.2K | 0.27% | +8,597 | New |
| Prossimo Advisors, LLC | 8,594 | $527.0K | 1.22% | +8,594 | New |
| Moneta Group Investment Advisors LLC | 8,277 | $526.8K | 0.01% | −2,257−21.4% | Reduced |
| Resources Management Corp | 8,462 | $519.0K | 0.08% | −5,672−40.1% | Reduced |
| Jeppson Wealth Management, LLC | 8,457 | $518.6K | 0.22% | −11,173−56.9% | Reduced |
| PFG Advisors | 8,352 | $512.1K | 0.05% | +1,578+23.3% | Added |
| Eagle Ridge Investment Management | 8,335 | $511.1K | 0.06% | −74−0.9% | Reduced |
| Holderness Investments Co | 8,322 | $510.3K | 0.22% | −4,854−36.8% | Reduced |
| Investment Management of Virginia LLC | 8,309 | $509.5K | 0.10% | −270−3.1% | Reduced |
| Moody National Bank Trust Division | 8,288 | $508.0K | 0.04% | +293+3.7% | Added |
| Gleason Group, Inc. | 8,275 | $507.4K | 0.16% | +92+1.1% | Added |
| Cullinan Associates Inc | 8,200 | $503.0K | 0.03% | −200−2.4% | Reduced |
| AdvisorNet Financial, Inc | 8,195 | $502.5K | 0.05% | +143+1.8% | Added |
| Stratos Wealth Advisors, LLC | 8,189 | $502.2K | 0.04% | −446−5.2% | Reduced |
| Adams Wealth Management | 8,188 | $502.1K | 0.18% | +1,229+17.7% | Added |
| Crawford Investment Counsel Inc | 8,183 | $501.8K | 0.01% | −18,545−69.4% | Reduced |
| Equitable Holdings, Inc. | 8,123 | $498.1K | 0.01% | +233+3.0% | Added |
| Verdence Capital Advisors LLC | 8,096 | $496.5K | 0.06% | −11,554−58.8% | Reduced |
| Montag A & Associates Inc | 8,039 | $493.0K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 8,024 | $492.1K | 0.04% | +857+12.0% | Added |
| Caas Capital Management LP | 8,000 | $490.6K | 0.09% | +8,000 | New |
| Blue Fin Capital, Inc. | 7,992 | $490.1K | 0.18% | −574−6.7% | Reduced |
| Mitchell Sinkler & Starr | 7,965 | $488.4K | 0.16% | +4,120+107.2% | Added |
| Bessemer Group Inc | 7,936 | $486.0K | 0.00% | −2,958−27.2% | Reduced |
| Mendel Money Management | 7,916 | $485.4K | 0.28% | +575+7.8% | Added |
| Bartlett & Co. LLC | 7,854 | $482.0K | 0.01% | −173−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,854 | $481.6K | 0.01% | −173−2.2% | Reduced |
| Colonial Trust Advisors | 7,822 | $479.6K | 0.06% | −133−1.7% | Reduced |
| Community Capital Management, Inc. | 7,800 | $478.3K | 0.62% | +7,800 | New |
| Exchange Traded Concepts, LLC | 7,795 | $478.0K | 0.01% | +171+2.2% | Added |
| Capula Management Ltd | 7,724 | $473.6K | 0.05% | +7,724 | New |
| Savant Capital, LLC | 7,724 | $472.8K | 0.01% | −461−5.6% | Reduced |
| Brown Miller Wealth Management, LLC | 7,708 | $472.7K | 0.30% | −1,606−17.2% | Reduced |
| CAPROCK Group, Inc. | 7,684 | $471.2K | 0.04% | +3,818+98.8% | Added |
| Marcum Wealth, LLC | 7,644 | $468.7K | 0.06% | −4,341−36.2% | Reduced |
| RVW Wealth, LLC | 7,617 | $467.1K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 7,573 | $464.4K | 0.01% | −1,413−15.7% | Reduced |
| Investors Research Corp | 7,570 | $464.2K | 0.13% | −50−0.7% | Reduced |
| Autumn Glory Partners, LLC | 7,570 | $464.2K | 0.25% | +2,325+44.3% | Added |
| Voya Financial Advisors, Inc. | 7,524 | $463.8K | 0.06% | −736−8.9% | Reduced |
| Keystone Financial Group | 7,559 | $463.5K | 0.09% | +1,345+21.6% | Added |
| Alliance Wealth Advisors, LLC | 7,543 | $462.5K | 0.39% | −183−2.4% | Reduced |
| EP Wealth Advisors, LLC | 7,537 | $462.2K | 0.01% | +7,537 | New |
| Colonial Trust Co | 7,519 | $461.1K | 0.13% | −265−3.4% | Reduced |
| D'Orazio & Associates, Inc. | 7,516 | $460.9K | 0.11% | −121−1.6% | Reduced |
| Dearborn Partners LLC | 7,512 | $460.6K | 0.02% | −3,789−33.5% | Reduced |
| CWA Asset Management Group, LLC | 7,498 | $459.8K | 0.04% | +70+0.9% | Added |
| Sunbelt Securities, Inc. | 7,489 | $459.2K | 0.09% | +831+12.5% | Added |
| Koshinski Asset Management, Inc. | 7,481 | $458.7K | 0.04% | +92+1.2% | Added |
| Franklin Street Advisors Inc | 7,446 | $457.0K | 0.04% | −115,178−93.9% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $454.8K | 0.25% | 00.0% | Unchanged |
| Algert Global LLC | 7,383 | $452.7K | 0.03% | +7,383 | New |
| Scotia Capital Inc. | 7,382 | $452.7K | 0.00% | +2,963+67.1% | Added |
| Sequoia Financial Advisors, LLC | 7,380 | $452.5K | 0.01% | +2,138+40.8% | Added |
| Buckingham Strategic Partners | 7,379 | $452.5K | 0.04% | −4,169−36.1% | Reduced |
| Welch & Forbes LLC | 7,349 | $450.6K | 0.01% | −574−7.2% | Reduced |
| Smith, Moore & Co. | 7,345 | $450.4K | 0.06% | +15+0.2% | Added |
| Wrapmanager Inc | 7,309 | $448.0K | 0.14% | −2,000−21.5% | Reduced |
| Adalta Capital Management LLC | 7,300 | $448.0K | 0.32% | −300−3.9% | Reduced |
| Wambolt & Associates, LLC | 7,297 | $447.5K | 0.17% | +1,057+16.9% | Added |
| Dynamic Advisor Solutions LLC | 7,222 | $442.8K | 0.03% | +1,973+37.6% | Added |
| Capital Investment Counsel, Inc | 7,204 | $441.7K | 0.10% | +1,629+29.2% | Added |
| Summit Financial Group Inc | 7,191 | $441.0K | 0.17% | −355−4.7% | Reduced |
| Platform Technology Partners | 7,190 | $440.9K | 0.23% | −604−7.7% | Reduced |
| Financial Architects, Inc | 7,186 | $440.6K | 0.07% | −174−2.4% | Reduced |
| Eqis Capital Management, Inc. | 7,163 | $439.2K | 0.05% | +78+1.1% | Added |
| Thrive Capital Management, LLC | 7,161 | $439.1K | 0.29% | +398+5.9% | Added |
| Hunter Associates Investment Management LLC | 7,154 | $439.0K | 0.11% | +1,000+16.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,133 | $437.4K | 0.05% | −284−3.8% | Reduced |
| IFG Advisory, LLC | 7,124 | $436.0K | 0.04% | −70−1.0% | Reduced |
| Quadrant Capital Group LLC | 7,091 | $434.8K | 0.05% | +1,241+21.2% | Added |
| Parsons Capital Management Inc | 7,071 | $433.6K | 0.04% | −398−5.3% | Reduced |
| Prio Wealth Limited Partnership | 7,048 | $432.2K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,046 | $432.1K | 0.32% | −2,080−22.8% | Reduced |
| Pendal Group Limited | 6,963 | $427.0K | 0.00% | +6,963 | New |
| Northwest Bancshares, Inc. | 6,957 | $426.6K | 0.09% | −162−2.3% | Reduced |
| AIA Group Ltd | 6,916 | $424.1K | 0.03% | +4,248+159.2% | Added |