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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 4,129 | $230.9K | 0.01% | −40−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,151 | $232.1K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,157 | $232.4K | 0.01% | −1,098−20.9% | Reduced |
| CX Institutional | 4,183 | $232.5K | 0.01% | −772−15.6% | Reduced |
| Regal Investment Advisors LLC | 4,184 | $233.9K | 0.02% | +226+5.7% | Added |
| Alliance Wealth Advisors, LLC | 4,197 | $234.7K | 0.09% | +4,197 | New |
| Connectus Wealth, LLC | 4,212 | $235.6K | 0.01% | +4,212 | New |
| Tilt Investment Management Holdings, PBC | 4,357 | $235.8K | 0.17% | +564+14.9% | Added |
| Sandbox Financial Partners, LLC | 4,220 | $236.0K | 0.14% | +3+0.1% | Added |
| Versant Capital Management, Inc | 4,243 | $236.8K | 0.08% | +818+23.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,252 | $237.8K | 0.20% | +24+0.6% | Added |
| Main Street Research LLC | 4,261 | $238.2K | 0.05% | −1,037−19.6% | Reduced |
| Roman Butler Fullerton & Co | 4,162 | $238.5K | 0.12% | +10.0% | Added |
| Powers Advisory Group, LLC | 4,278 | $239.2K | 0.17% | −115−2.6% | Reduced |
| Transform Wealth, LLC | 4,286 | $239.6K | 0.02% | +4,286 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,288 | $239.7K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,312 | $241.1K | 0.02% | −1,135−20.8% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $241.3K | 0.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,344 | $242.9K | 0.11% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,380 | $244.9K | 0.24% | +8+0.2% | Added |
| GM Advisory Group, Inc. | 4,383 | $245.1K | 0.02% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,394 | $245.7K | 0.15% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $246.0K | 0.19% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,404 | $246.2K | 0.02% | +596+15.7% | Added |
| M&R Capital Management Inc | 4,406 | $246.3K | 0.07% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,416 | $246.9K | 0.06% | −665−13.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,425 | $247.0K | 0.12% | +4,425 | New |
| Stiles Financial Services Inc | 4,445 | $248.5K | 0.13% | −255−5.4% | Reduced |
| WealthTrust Axiom LLC | 4,460 | $249.4K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,463 | $250.0K | 0.01% | +7+0.2% | Added |
| Nadler Financial Group, Inc. | 4,477 | $250.3K | 0.04% | −171−3.7% | Reduced |
| Heritage Trust Co | 4,482 | $250.6K | 0.04% | +4,482 | New |
| Latitude Advisors, LLC | 4,503 | $251.8K | 0.18% | 00.0% | Unchanged |
| Athena Investment Management | 4,513 | $252.3K | 0.18% | +191+4.4% | Added |
| Luts & Greenleigh Group, Inc | 4,539 | $253.8K | 0.32% | +4,539 | New |
| Evolution Advisers, Inc. | 4,572 | $255.0K | 0.18% | +31+0.7% | Added |
| Pointe Capital Management LLC | 4,581 | $256.1K | 0.19% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,581 | $256.1K | 0.02% | +4,581 | New |
| 4J Wealth Management LLC | 4,592 | $256.7K | 0.28% | −794−14.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $257.0K | 0.00% | −41,625−90.0% | Reduced |
| Perigon Wealth Management, LLC | 4,650 | $260.0K | 0.01% | +251+5.7% | Added |
| Thompson Davis & Co., Inc. | 4,677 | $261.5K | 0.34% | +1,103+30.9% | Added |
| Empowered Funds, LLC | 4,712 | $263.4K | 0.02% | +1,221+35.0% | Added |
| MainStreet Investment Advisors LLC | 4,719 | $263.8K | 0.03% | −65,165−93.2% | Reduced |
| First National Bank & Trust Co of Newtown | 4,736 | $264.7K | 0.06% | −1,945−29.1% | Reduced |
| Lantz Financial LLC | 4,749 | $265.5K | 0.11% | +204+4.5% | Added |
| Bridges Investment Management Inc | 4,750 | $265.6K | 0.01% | −200−4.0% | Reduced |
| Sowell Financial Services LLC | 4,768 | $267.0K | 0.02% | +4,768 | New |
| Vantage Consulting Group Inc | 4,786 | $267.6K | 0.15% | +374+8.5% | Added |
| Syntax Advisors, LLC | 4,786 | $267.6K | 0.20% | +374+8.5% | Added |
| Triad Financial Advisors, Inc. | 4,787 | $267.6K | 0.12% | −8−0.2% | Reduced |
| Essex Financial Services, Inc. | 4,791 | $267.9K | 0.03% | +4,791 | New |
| Forum Financial Management, LP | 4,792 | $267.9K | 0.01% | +9+0.2% | Added |
| Wolverine Asset Management LLC | 4,799 | $268.3K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,830 | $270.0K | 0.02% | −1,321−21.5% | Reduced |
| Concord Wealth Partners | 4,843 | $270.8K | 0.08% | +2,295+90.1% | Added |
| CRA Financial Services, LLC | 4,854 | $271.4K | 0.08% | −350−6.7% | Reduced |
| Horizon Investments, LLC | 4,854 | $271.4K | 0.01% | +703+16.9% | Added |
| Kapstone Financial Advisors LLC | 4,655 | $271.7K | 0.24% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $271.7K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,876 | $272.6K | 0.00% | −501−9.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,904 | $274.2K | 0.04% | +327+7.1% | Added |
| Northcape Wealth Management, LLC | 4,923 | $275.3K | 0.10% | +4,923 | New |
| Mitchell Sinkler & Starr | 4,966 | $277.6K | 0.08% | −2,999−37.7% | Reduced |
| Bristol John W & Co Inc | 5,000 | $279.6K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 5,039 | $281.7K | 0.13% | 00.0% | Unchanged |
| Apriem Advisors | 5,042 | $281.9K | 0.05% | +800+18.9% | Added |
| Financial Planning & Information Services, Inc. | 5,044 | $282.0K | 0.05% | +42+0.8% | Added |
| Kinloch Capital, LLC | 5,049 | $282.0K | 0.16% | +20.0% | Added |
| Field & Main Bank | 5,048 | $282.2K | 0.17% | −1,490−22.8% | Reduced |
| Cambridge Trust Co | 5,059 | $282.8K | 0.01% | −5,000−49.7% | Reduced |
| FirstPurpose Wealth LLC | 5,083 | $284.2K | 0.14% | +1,224+31.7% | Added |
| Kingfisher Capital LLC | 5,109 | $285.7K | 0.07% | +61+1.2% | Added |
| Aull & Monroe Investment Management Corp | 5,143 | $287.5K | 0.15% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,195 | $290.5K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,200 | $290.7K | 0.04% | −575−10.0% | Reduced |
| Milestone Advisory Partners | 5,201 | $290.8K | 0.27% | 00.0% | Unchanged |
| Renasant Bank | 5,219 | $291.8K | 0.23% | −96−1.8% | Reduced |
| Girard Partners Ltd. | 5,224 | $292.1K | 0.03% | +778+17.5% | Added |
| HF Advisory Group, LLC | 5,253 | $293.7K | 0.26% | +1,376+35.5% | Added |
| Old North State Trust, LLC | 5,257 | $294.0K | 0.20% | +25+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 5,259 | $294.0K | 0.01% | −12−0.2% | Reduced |
| Alterity Financial Group, LLC | 5,266 | $294.4K | 0.43% | −200−3.7% | Reduced |
| Lakeview Capital Partners, LLC | 5,313 | $294.7K | 0.09% | −426−7.4% | Reduced |
| MKT Advisors LLC | 5,142 | $295.2K | 0.22% | −160−3.0% | Reduced |
| Osborne Partners Capital Management, LLC | 5,284 | $295.4K | 0.02% | +434+8.9% | Added |
| Campion Asset Management LLC | 5,286 | $295.5K | 0.28% | +603+12.9% | Added |
| CIC Wealth, LLC | 5,287 | $295.6K | 0.11% | −9−0.2% | Reduced |
| Quadrant Capital Group LLC | 5,291 | $295.8K | 0.03% | −1,800−25.4% | Reduced |
| Parallel Advisors, LLC | 5,292 | $295.9K | 0.01% | +674+14.6% | Added |
| Principal Street Partners, LLC | 5,309 | $296.8K | 0.08% | +411+8.4% | Added |
| Brighton Jones LLC | 5,315 | $297.2K | 0.02% | +9+0.2% | Added |
| Equitable Trust Co | 5,315 | $297.2K | 0.02% | +102+2.0% | Added |
| North Star Investment Management Corp. | 5,363 | $299.8K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,430 | $303.6K | 0.03% | +118+2.2% | Added |
| Diligent Investors, LLC | 5,475 | $306.1K | 0.09% | 00.0% | Unchanged |
| Investment House LLC | 5,484 | $306.6K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 5,506 | $307.8K | 0.02% | −69−1.2% | Reduced |
| O'Connor Financial Group LLC | 5,517 | $308.5K | 0.23% | +5,517 | New |