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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 2,003 | $112.0K | 0.08% | +1,071+114.9% | Added |
| Duncker Streett & Co Inc | 2,035 | $113.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,044 | $114.3K | 0.04% | −454−18.2% | Reduced |
| Central Bank & Trust Co | 2,088 | $116.7K | 0.02% | +10.0% | Added |
| Global Trust Asset Management, LLC | 2,128 | $119.0K | 0.06% | −675−24.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $119.0K | 0.08% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,197 | $122.8K | 0.20% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,211 | $124.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,238 | $125.1K | 0.02% | +586+35.5% | Added |
| Cary Street Partners Asset Management LLC | 2,246 | $125.6K | 0.02% | 00.0% | Unchanged |
| Ossiam | 2,269 | $126.9K | 0.00% | +1,951+613.5% | Added |
| Register Financial Advisors LLC | 2,341 | $130.9K | 0.10% | +428+22.4% | Added |
| Dakota Community Bank & Trust NA | 2,358 | $131.8K | 0.81% | +408+20.9% | Added |
| Atlantic Trust, LLC | 2,387 | $133.5K | 0.04% | +11+0.5% | Added |
| Horan Securities, Inc. | 2,392 | $133.8K | 0.07% | +378+18.8% | Added |
| S.A. Mason LLC | 2,406 | $134.5K | 0.10% | +5+0.2% | Added |
| HHM Wealth Advisors, LLC | 2,406 | $134.5K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,425 | $136.0K | 0.06% | −75−3.0% | Reduced |
| Crewe Advisors LLC | 2,472 | $138.2K | 0.02% | −48−1.9% | Reduced |
| US Asset Management LLC | 2,487 | $139.0K | 0.14% | −11−0.4% | Reduced |
| Virtus Investment Advisers, Inc. | 2,546 | $142.3K | 0.10% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $142.5K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,573 | $143.9K | 0.05% | −126−4.7% | Reduced |
| American State Bank (Iowa) | 2,597 | $145.2K | 0.11% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,628 | $146.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,602 | $150.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,688 | $150.3K | 0.04% | −1,435−34.8% | Reduced |
| Evermay Wealth Management LLC | 2,748 | $153.6K | 0.03% | −121−4.2% | Reduced |
| Webster Bank, N. A. | 2,829 | $158.2K | 0.02% | −1,350−32.3% | Reduced |
| Carolinas Wealth Consulting LLC | 49,700 | $165.2K | 0.04% | +57+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,968 | $165.9K | 0.08% | +8+0.3% | Added |
| CVA Family Office, LLC | 3,109 | $173.8K | 0.04% | +1,864+149.7% | Added |
| Harbor Investment Advisory, LLC | 3,133 | $175.2K | 0.03% | −305−8.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,163 | $176.8K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,202 | $179.0K | 0.00% | −1,315−29.1% | Reduced |
| Sawyer & Company, Inc | 3,103 | $180.0K | 0.10% | −52−1.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,296 | $184.3K | 0.13% | +2,796+559.2% | Added |
| Tompkins Financial Corp | 3,320 | $185.6K | 0.03% | −1,634−33.0% | Reduced |
| Clearstead Advisors, LLC | 3,372 | $188.5K | 0.01% | +134+4.1% | Added |
| SG Americas Securities, LLC | 3,436 | $192.0K | 0.00% | −378−9.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,486 | $194.9K | 0.15% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,533 | $197.5K | 0.04% | +1,250+54.8% | Added |
| Oxford Financial Group Ltd | 3,579 | $200.1K | 0.02% | +225+6.7% | Added |
| Axq Capital, LP | 3,590 | $200.7K | 0.08% | −9,990−73.6% | Reduced |
| Benchmark Wealth Management, LLC | 3,474 | $201.2K | 0.13% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,625 | $202.7K | 0.06% | −125−3.3% | Reduced |
| Fiducient Advisors LLC | 3,631 | $203.0K | 0.07% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,635 | $203.2K | 0.12% | +7+0.2% | Added |
| Cornerstone Wealth Management, LLC | 3,642 | $203.6K | 0.02% | +3,642 | New |
| Goldstone Financial Group, LLC | 3,658 | $204.5K | 0.07% | +3,658 | New |
| UMA Financial Services, Inc. | 3,567 | $204.8K | 0.05% | +3+0.1% | Added |
| Garner Asset Management Corp | 3,660 | $205.0K | 0.10% | 00.0% | Unchanged |
| Marex Group plc | 3,668 | $205.1K | 0.03% | +3,668 | New |
| Thoroughbred Financial Services, LLC | 3,689 | $206.0K | 0.03% | +243+7.1% | Added |
| Morris Financial Concepts, Inc. | 3,691 | $206.3K | 0.15% | +424+13.0% | Added |
| Segall Bryant & Hamill, LLC | 3,703 | $207.0K | 0.00% | −1,604−30.2% | Reduced |
| Checchi Capital Advisers, LLC | 3,715 | $207.7K | 0.02% | −1,140−23.5% | Reduced |
| Fagan Associates, Inc. | 3,716 | $207.8K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,720 | $208.0K | 0.17% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,730 | $208.5K | 0.06% | −167−4.3% | Reduced |
| Pittenger & Anderson Inc | 3,750 | $209.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 3,755 | $209.9K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,758 | $210.1K | 0.01% | −5,954−61.3% | Reduced |
| ASB Consultores, LLC | 3,766 | $210.6K | 0.08% | +3,766 | New |
| Brookfield Asset Management Inc. | 3,769 | $210.7K | 0.00% | +3,769 | New |
| Flputnam Investment Management Co | 3,772 | $210.9K | 0.01% | −368−8.9% | Reduced |
| Schechter Investment Advisors, LLC | 3,786 | $211.7K | 0.02% | +3,786 | New |
| Charter Research & Investment Group, Inc. | 3,800 | $212.5K | 0.19% | −535−12.3% | Reduced |
| 44 Wealth Management LLC | 3,808 | $212.9K | 0.07% | −105,497−96.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,826 | $213.1K | 0.21% | +3,826 | New |
| Johnson Financial Group, Inc. | 3,812 | $213.1K | 0.02% | +364+10.6% | Added |
| Howard Capital Management Group, LLC | 3,829 | $214.1K | 0.02% | +3,829 | New |
| InterOcean Capital Group, LLC | 3,837 | $214.5K | 0.01% | −80−2.0% | Reduced |
| Nilsine Partners, LLC | 3,862 | $215.9K | 0.03% | +3,862 | New |
| MSH Capital Advisors LLC | 3,869 | $216.3K | 0.09% | +7+0.2% | Added |
| Coastal Investment Advisors, Inc. | 3,871 | $216.4K | 0.05% | −1,619−29.5% | Reduced |
| NBW Capital LLC | 3,875 | $216.7K | 0.05% | +3,875 | New |
| Fee-Only Financial Planning, L.C. | 3,901 | $218.1K | 0.18% | +2+0.1% | Added |
| Fisher Asset Management, LLC | 3,907 | $218.5K | 0.00% | −358−8.4% | Reduced |
| Austin Private Wealth, LLC | 3,939 | $220.2K | 0.04% | +3,939 | New |
| International Assets Investment Management, LLC | 3,943 | $220.4K | 0.03% | −12,549−76.1% | Reduced |
| Hollow Brook Wealth Management LLC | 3,950 | $220.8K | 0.10% | +3,950 | New |
| McMillion Capital Management Inc | 3,957 | $221.2K | 0.21% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,960 | $221.4K | 0.08% | +3,960 | New |
| Inlet Private Wealth, LLC | 3,973 | $222.1K | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,981 | $222.6K | 0.08% | −70−1.7% | Reduced |
| Arden Trust Co | 3,979 | $223.0K | 0.04% | +3,979 | New |
| Oppenheimer Asset Management Inc. | 3,993 | $223.2K | 0.00% | +676+20.4% | Added |
| Rollins Financial | 3,994 | $223.3K | 0.07% | −525−11.6% | Reduced |
| Washington Trust Advisors, Inc. | 4,000 | $223.6K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,000 | $223.6K | 0.03% | +4,000 | New |
| Capital Analysts, LLC | 4,005 | $224.0K | 0.01% | −304−7.1% | Reduced |
| E&G Advisors, LP | 4,031 | $225.4K | 0.08% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,033 | $225.5K | 0.12% | −1,285−24.2% | Reduced |
| Clarius Group, LLC | 4,062 | $227.1K | 0.02% | −710−14.9% | Reduced |
| ELCO Management Co., LLC | 4,075 | $227.8K | 0.17% | −2,971−42.2% | Reduced |
| Cable Hill Partners, LLC | 4,088 | $228.6K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 4,102 | $229.3K | 0.00% | −24,358−85.6% | Reduced |
| Beacon Investment Advisors LLC | 4,103 | $229.4K | 0.17% | −7−0.2% | Reduced |
| C2C Wealth Management, LLC | 3,968 | $229.7K | 0.04% | 00.0% | Unchanged |