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, Q1 2023
Institutional positions in Dominion Energy, Inc as of Mar 31, 2023. 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
- 1,328
- −69 vs. Q4 2022
- Shares held
- 590.7M
- +9.24M (+1.6%) vs. Q4 2022
- Total value
- $33.0B
- −$2.62B (−7.3%) vs. Q4 2022
- New holders
- 92
- 560 more added
- Sold out
- 161
- 481 more reduced
34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 1 | $0 | 0.00% | −94−98.9% | Reduced |
| Summit Wealth Group, LLC | 27,116 | $0 | 0.00% | +27,116 | New |
| Sofos Investments, Inc. | 116 | $6 | 0.00% | +55+90.2% | Added |
| Global Financial Private Client, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $232 | 0.00% | −69−94.5% | Reduced |
| USA Financial Portformulas Corp | 5 | $280 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 10 | $560 | 0.00% | −10−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 12 | $671 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $895 | 0.00% | −1−5.9% | Reduced |
| Altman Advisors, Inc. | 17,666 | $985 | 0.00% | +1,678+10.5% | Added |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.06K | 0.00% | – | – |
| Stephens Consulting, LLC | 24 | $1.34K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $1.45K | 0.00% | −75−74.3% | Reduced |
| Atlas Capital Advisors LLC | 28 | $1.56K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $1.62K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $1.62K | 0.00% | +16+123.1% | Added |
| Credential Qtrade Securities Inc. | 31 | $1.73K | 0.00% | +31 | New |
| Loomis Sayles & Co L P | 34 | $2.00K | 0.00% | −593−94.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 19 | $2.00K | 0.00% | −7−26.9% | Reduced |
| SkyView Investment Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Beacon Capital Management, LLC | 36 | $2.01K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $2.24K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.24K | 0.00% | +40 | New |
| TFC Financial Management | 40 | $2.26K | 0.00% | +20+100.0% | Added |
| Lansing Street Advisors | 42 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 52 | $2.91K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 57 | $3.00K | 0.00% | −74−56.5% | Reduced |
| Raffa Wealth Management, LLC | 67 | $3.75K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 72 | $4.03K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $4.03K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 74 | $4.14K | 0.00% | −37−33.3% | Reduced |
| Princeton Global Asset Management LLC | 75 | $4.18K | 0.00% | +75 | New |
| Pacifica Partners Inc. | 75 | $4.34K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 81 | $4.53K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 92 | $5.14K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 97 | $5.42K | 0.00% | −141,580−99.9% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $5.59K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 110 | $6.15K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 119 | $6.65K | 0.00% | +45+60.8% | Added |
| MB, Levis & Associates, LLC | 125 | $6.97K | 0.00% | +2+1.6% | Added |
| Centerpoint Advisors, LLC | 127 | $7.00K | 0.00% | −108−46.0% | Reduced |
| Avion Wealth | 116 | $7.00K | 0.00% | +16+16.0% | Added |
| Intelligent Financial Strategies | 127 | $7.10K | 0.01% | −40−24.0% | Reduced |
| Chilton Capital Management LLC | 127 | $7.10K | 0.00% | +127 | New |
| Mascoma Wealth Management LLC | 125 | $7.14K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 132 | $7.38K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 134 | $7.49K | 0.00% | +134 | New |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 157 | $8.78K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 185 | $10.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 190 | $10.6K | 0.00% | +14+8.0% | Added |
| Prestige Wealth Management Group LLC | 190 | $10.6K | 0.00% | +143+304.3% | Added |
| First PREMIER Bank | 200 | $11.0K | 0.00% | −500−71.4% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $11.0K | 0.00% | −333−62.5% | Reduced |
| Bollard Group LLC | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 203 | $11.0K | 0.00% | +1+0.5% | Added |
| RE Dickinson Investment Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 202 | $11.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 210 | $11.7K | 0.01% | +69+48.9% | Added |
| Westside Investment Management, Inc. | 210 | $11.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 213 | $11.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 213 | $11.9K | 0.00% | +62+41.1% | Added |
| Thompson Investment Management, Inc. | 215 | $12.0K | 0.00% | +215 | New |
| Kelly Financial Services LLC | 222 | $12.4K | 0.01% | +3+1.4% | Added |
| McIlrath & Eck, LLC | 230 | $12.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 232 | $13.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 245 | $13.7K | 0.00% | −100−29.0% | Reduced |
| Legacy Bridge, LLC | 245 | $13.7K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 250 | $14.0K | 0.01% | +250 | New |
| Bellevue Asset Management, LLC | 254 | $14.2K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 255 | $14.2K | 0.01% | +2+0.8% | Added |
| Highlander Capital Management, LLC | 267 | $15.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 274 | $15.3K | 0.02% | +4+1.5% | Added |
| FSC Wealth Advisors, LLC | 274 | $15.3K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 277 | $15.5K | 0.02% | +1+0.4% | Added |
| Tradition Wealth Management, LLC | 294 | $16.0K | 0.00% | +28+10.5% | Added |
| DT Investment Partners, LLC | 310 | $17.7K | 0.00% | +210+210.0% | Added |
| Gables Capital Management Inc. | 320 | $17.9K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 330 | $18.4K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 333 | $18.6K | 0.01% | −275−45.2% | Reduced |
| Wolff Wiese Magana LLC | 338 | $18.9K | 0.02% | +10+3.0% | Added |
| DecisionPoint Financial, LLC | 355 | $19.8K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 363 | $20.3K | 0.00% | +333+1,110.0% | Added |
| Richard W. Paul & Associates, LLC | 390 | $21.8K | 0.01% | +15+4.0% | Added |
| Venturi Wealth Management, LLC | 392 | $21.9K | 0.00% | +392 | New |
| Covestor Ltd | 396 | $22.0K | 0.02% | +3+0.8% | Added |
| West Paces Advisors Inc. | 397 | $22.2K | 0.01% | −1,085−73.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 433 | $24.2K | 0.01% | −1,002−69.8% | Reduced |
| Bell Investment Advisors, Inc | 438 | $24.5K | 0.01% | +195+80.2% | Added |