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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 439 | $24.5K | 0.01% | +174+65.7% | Added |
| Tucker Asset Management LLC | 440 | $24.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 467 | $26.1K | 0.01% | −19−3.9% | Reduced |
| Annapolis Financial Services, LLC | 489 | $27.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 492 | $27.5K | 0.00% | +189+62.4% | Added |
| Coastal Capital Group, Inc. | 494 | $27.6K | 0.01% | −99−16.7% | Reduced |
| 1832 Asset Management L.P. | 500 | $28.0K | 0.00% | −200−28.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $28.0K | 0.01% | +500 | New |
| Larson Financial Group LLC | 504 | $28.2K | 0.00% | −785−60.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 504 | $28.2K | 0.01% | +4+0.8% | Added |
| Core Alternative Capital | 533 | $29.8K | 0.00% | +206+63.0% | Added |
| Logan Capital Management Inc | 534 | $29.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 550 | $31.0K | 0.00% | +550 | New |
| Live Oak Investment Partners | – | $31.1K | 0.03% | – | – |
| Boyd Watterson Asset Management LLC | 557 | $31.1K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 559 | $31.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 560 | $31.3K | 0.01% | +271+93.8% | Added |
| Plante Moran Financial Advisors, LLC | 567 | $31.7K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 585 | $32.7K | 0.02% | +3+0.5% | Added |
| Old Second National Bank of Aurora | 587 | $32.8K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 574 | $33.0K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 600 | $33.5K | 0.01% | +600 | New |
| Trust Co | 610 | $34.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 611 | $34.2K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 656 | $36.0K | 0.00% | −56,492−98.9% | Reduced |
| NVWM, LLC | 650 | $36.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 670 | $37.5K | 0.00% | −1,323−66.4% | Reduced |
| Creative Financial Designs Inc | 679 | $38.0K | 0.00% | −19−2.7% | Reduced |
| Financial Management Professionals, Inc. | 673 | $38.0K | 0.01% | +265+65.0% | Added |
| Kozak & Associates, Inc. | 683 | $38.2K | 0.02% | −68−9.1% | Reduced |
| City State Bank | 694 | $39.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 713 | $39.9K | 0.01% | +101+16.5% | Added |
| West Oak Capital, LLC | 1,400 | $40.2K | 0.02% | +800+133.3% | Added |
| West Branch Capital LLC | 746 | $41.7K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 758 | $42.4K | 0.03% | +758 | New |
| Newbridge Financial Services Group, Inc. | 774 | $43.3K | 0.02% | +5+0.7% | Added |
| Bangor Savings Bank | 797 | $44.6K | 0.01% | −60−7.0% | Reduced |
| First Personal Financial Services | 802 | $44.8K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 803 | $44.9K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $45.0K | 0.01% | +800 | New |
| Robbins Farley LLC | 809 | $45.2K | 0.03% | −57−6.6% | Reduced |
| Capital Advisors, Ltd. LLC | 827 | $46.0K | 0.01% | +14+1.7% | Added |
| Missouri Trust & Investment Co | 825 | $46.1K | 0.03% | −96−10.4% | Reduced |
| Baystate Wealth Management LLC | 826 | $46.2K | 0.00% | +207+33.4% | Added |
| Investment Research & Advisory Group, Inc. | 865 | $48.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 879 | $49.1K | 0.01% | −427−32.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 915 | $51.2K | 0.01% | +915 | New |
| Center for Financial Planning, Inc. | 944 | $52.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 946 | $52.9K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 946 | $53.0K | 0.01% | −134−12.4% | Reduced |
| Trifecta Capital Advisors, LLC | 1,000 | $55.9K | 0.02% | −20−2.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $55.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $55.9K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,000 | $56.0K | 0.02% | −250−20.0% | Reduced |
| Kenfarb & Co. | 1,003 | $56.1K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $56.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,071 | $59.9K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,100 | $61.5K | 0.03% | +1,100 | New |
| Byrne Asset Management LLC | 1,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,155 | $65.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,166 | $65.2K | 0.02% | −936−44.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,169 | $65.4K | 0.01% | +1,169 | New |
| Acima Private Wealth, LLC | 1,176 | $65.8K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,204 | $67.0K | 0.03% | −282−19.0% | Reduced |
| Ellevest, Inc. | 1,200 | $67.1K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,253 | $70.0K | 0.02% | −3,251−72.2% | Reduced |
| Addison Advisors LLC | 1,254 | $70.1K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $71.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,313 | $73.4K | 0.01% | −766−36.8% | Reduced |
| Cowen Prime Advisors LLC | 1,300 | $74.0K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,336 | $74.7K | 0.01% | +1,336 | New |
| Bray Capital Advisors | 1,341 | $75.0K | 0.02% | +2+0.1% | Added |
| Sound Income Strategies, LLC | 1,343 | $75.1K | 0.01% | +417+45.0% | Added |
| Monetary Management Group Inc | 1,450 | $81.1K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,454 | $81.3K | 0.02% | −60−4.0% | Reduced |
| BDO Wealth Advisors, LLC | 1,475 | $82.5K | 0.01% | −150−9.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,545 | $86.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,546 | $86.4K | 0.08% | +284+22.5% | Added |
| Piscataqua Savings Bank | 1,567 | $87.6K | 0.07% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,635 | $91.4K | 0.00% | −167,177−99.0% | Reduced |
| Clear Street Markets LLC | 1,637 | $92.0K | 0.03% | +795+94.4% | Added |
| Headlands Technologies LLC | 1,648 | $92.1K | 0.06% | +833+102.2% | Added |
| Riggs Asset Managment Co. Inc. | 1,653 | $92.4K | 0.04% | +11+0.7% | Added |
| Focused Wealth Management, Inc | 1,658 | $92.7K | 0.02% | +17+1.0% | Added |
| Tradewinds Capital Management, LLC | 1,692 | $94.6K | 0.03% | +20+1.2% | Added |
| Glen Eagle Advisors, LLC | 1,716 | $95.9K | 0.02% | −183−9.6% | Reduced |
| Gradient Investments LLC | 1,755 | $98.1K | 0.00% | −78−4.3% | Reduced |
| Avalon Trust Co | 1,790 | $100.1K | 0.01% | +1,790 | New |
| First Financial Corp | 1,804 | $100.8K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,854 | $103.7K | 0.03% | −389−17.3% | Reduced |
| Leonteq Securities AG | 1,865 | $104.3K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,889 | $105.6K | 0.02% | −353−15.7% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $106.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,932 | $108.0K | 0.01% | −49−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,934 | $108.2K | 0.03% | −157−7.5% | Reduced |
| Optimum Investment Advisors | 1,940 | $108.5K | 0.06% | +2+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,991 | $111.3K | 0.01% | +884+79.9% | Added |
| Cape Investment Advisory, Inc. | 1,996 | $111.6K | 0.07% | +1,996 | New |
| Alta Advisers Ltd | 2,000 | $111.8K | 0.07% | 00.0% | Unchanged |