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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 5,325 | $308.6K | 0.13% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,543 | $309.9K | 0.08% | −16−0.3% | Reduced |
| Paloma Partners Management Co | 5,552 | $310.4K | 0.07% | −19,874−78.2% | Reduced |
| Symmetry Partners, LLC | 5,559 | $311.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,589 | $312.5K | 0.17% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,600 | $313.1K | 0.03% | −8−0.1% | Reduced |
| Waterloo Capital, L.P. | 5,650 | $315.9K | 0.10% | +5,650 | New |
| FourThought Financial Partners, LLC | 5,653 | $316.1K | 0.04% | −169−2.9% | Reduced |
| Change Path, LLC | 5,667 | $317.0K | 0.02% | +821+16.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,685 | $318.0K | 0.07% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,690 | $318.1K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,726 | $320.1K | 0.03% | +5,726 | New |
| Waldron Private Wealth LLC | 5,738 | $320.8K | 0.02% | −228−3.8% | Reduced |
| Birchcreek Wealth Management, LLC | 5,751 | $321.5K | 0.25% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,752 | $321.6K | 0.03% | +254+4.6% | Added |
| Romano Brothers and Company | 6,075 | $322.9K | 0.05% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,777 | $323.0K | 0.17% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,788 | $323.6K | 0.01% | +225+4.0% | Added |
| Quantinno Capital Management LP | 5,826 | $326.0K | 0.02% | −5,316−47.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,836 | $326.3K | 0.02% | +5,836 | New |
| Tectonic Advisors LLC | 5,845 | $326.8K | 0.04% | −6,903−54.1% | Reduced |
| Private Trust Co NA | 5,855 | $327.4K | 0.04% | −754−11.4% | Reduced |
| Spreng Capital Management, Inc. | 5,860 | $327.6K | 0.28% | −860−12.8% | Reduced |
| Dividend Assets Capital, LLC | 5,350 | $328.0K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 5,867 | $328.0K | 0.02% | −1,049−15.2% | Reduced |
| Vise Technologies, Inc. | 5,870 | $328.2K | 0.09% | −583−9.0% | Reduced |
| Congress Wealth Management LLC | 5,921 | $331.1K | 0.01% | +1,715+40.8% | Added |
| Morris Retirement Advisors, LLC | 5,960 | $333.2K | 0.24% | +2,116+55.0% | Added |
| Morningstar Investment Management LLC | 5,974 | $334.0K | 0.05% | +646+12.1% | Added |
| Klingenstein Fields & Co LP | 5,983 | $334.5K | 0.02% | −5,057−45.8% | Reduced |
| First City Capital Management, Inc. | 5,855 | $334.6K | 0.20% | −23−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,002 | $335.6K | 0.12% | +204+3.5% | Added |
| Insigneo Advisory Services, LLC | 6,012 | $336.1K | 0.11% | +351+6.2% | Added |
| Daymark Wealth Partners, LLC | 6,015 | $336.3K | 0.04% | +444+8.0% | Added |
| Verity Asset Management, Inc. | 6,019 | $336.5K | 0.20% | +423+7.6% | Added |
| Sawgrass Asset Management LLC | 6,058 | $338.7K | 0.04% | −251−4.0% | Reduced |
| Chicago Trust Co NA | 6,061 | $338.9K | 0.09% | +288+5.0% | Added |
| Aspiriant, LLC | 6,074 | $339.6K | 0.02% | −10−0.2% | Reduced |
| CoreFirst Bank & Trust | 6,076 | $339.7K | 0.25% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,094 | $340.7K | 0.32% | +72+1.2% | Added |
| Resources Management Corp | 2,340 | $343.0K | 0.07% | −6,122−72.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,160 | $343.1K | 0.04% | −1,364−18.1% | Reduced |
| CAPROCK Group, Inc. | 6,160 | $344.4K | 0.03% | −1,524−19.8% | Reduced |
| Summit Asset Management, LLC | 6,176 | $345.3K | 0.10% | −456−6.9% | Reduced |
| Philadelphia Trust Co | 6,195 | $346.0K | 0.04% | +100+1.6% | Added |
| Intrust Bank NA | 6,209 | $347.1K | 0.04% | +1,734+38.7% | Added |
| New Hampshire Trust | 6,235 | $348.6K | 0.09% | +305+5.1% | Added |
| Midwest Professional Planners, LTD. | 6,240 | $348.9K | 0.17% | +358+6.1% | Added |
| Signature Estate & Investment Advisors LLC | 6,235 | $349.0K | 0.01% | +309+5.2% | Added |
| LVW Advisors, LLC | 6,251 | $349.5K | 0.07% | −2,584−29.2% | Reduced |
| Buckingham Strategic Partners | 6,272 | $350.7K | 0.02% | −1,107−15.0% | Reduced |
| Evergreen Capital Management LLC | 6,290 | $351.7K | 0.02% | +289+4.8% | Added |
| Capital Investment Counsel, Inc | 6,294 | $351.9K | 0.08% | −910−12.6% | Reduced |
| Sunbelt Securities, Inc. | 6,325 | $352.3K | 0.06% | −1,164−15.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,322 | $353.4K | 0.04% | −811−11.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,351 | $355.1K | 0.11% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 6,372 | $356.0K | 0.14% | +316+5.2% | Added |
| Wedmont Private Capital | 6,150 | $356.4K | 0.05% | −312−4.8% | Reduced |
| Prio Wealth Limited Partnership | 6,380 | $356.7K | 0.01% | −668−9.5% | Reduced |
| High Net Worth Advisory Group LLC | 6,385 | $357.0K | 0.15% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,401 | $357.9K | 0.38% | 00.0% | Unchanged |
| Graypoint LLC | 6,409 | $358.3K | 0.04% | −2,555−28.5% | Reduced |
| Rehmann Capital Advisory Group | 6,425 | $359.2K | 0.03% | +206+3.3% | Added |
| Principle Wealth Partners LLC | 6,448 | $360.5K | 0.04% | 00.0% | Unchanged |
| Perpetual Ltd | 6,500 | $363.4K | 0.00% | +6,500 | New |
| Bartlett & Co. LLC | 6,519 | $364.0K | 0.01% | −1,335−17.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,519 | $364.5K | 0.01% | −1,335−17.0% | Reduced |
| Valmark Advisers, Inc. | 6,560 | $366.8K | 0.01% | +95+1.5% | Added |
| Princeton Capital Management LLC | 6,584 | $368.1K | 0.16% | −60−0.9% | Reduced |
| AFS Financial Group, LLC | 6,602 | $369.1K | 0.25% | +10+0.2% | Added |
| Financial Architects, Inc | 6,608 | $369.5K | 0.06% | −578−8.0% | Reduced |
| Hudock, Inc. | 6,637 | $371.1K | 0.09% | +6+0.1% | Added |
| Hyman Charles D | 6,646 | $372.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,517 | $374.8K | 0.02% | −110−1.7% | Reduced |
| Salem Investment Counselors Inc | 6,752 | $377.5K | 0.02% | −3,077−31.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,747 | $380.8K | 0.02% | −6,562−49.3% | Reduced |
| Citadel Advisors LLC | 6,820 | $381.3K | 0.00% | −2,523,621−99.7% | Reduced |
| Dynamic Advisor Solutions LLC | 6,820 | $381.3K | 0.02% | −402−5.6% | Reduced |
| Citizens Financial Group Inc | 6,834 | $382.1K | 0.01% | −2,680−28.2% | Reduced |
| Farmers Trust Co | 6,842 | $382.5K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,860 | $383.5K | 0.03% | 00.0% | Unchanged |
| Cedrus LLC | 6,866 | $383.9K | 0.27% | +788+13.0% | Added |
| United Asset Strategies, Inc. | 6,869 | $384.1K | 0.05% | −78,786−92.0% | Reduced |
| Northwest Bancshares, Inc. | 6,872 | $384.2K | 0.07% | −85−1.2% | Reduced |
| Welch & Forbes LLC | 6,994 | $391.0K | 0.01% | −355−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 7,005 | $391.6K | 0.00% | −37,995−84.4% | Reduced |
| Franklin Street Advisors Inc | 7,036 | $393.0K | 0.04% | −410−5.5% | Reduced |
| Parsons Capital Management Inc | 7,031 | $393.1K | 0.03% | −40−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 7,054 | $395.0K | 0.08% | −100−1.4% | Reduced |
| Coldstream Capital Management Inc | 7,097 | $396.8K | 0.01% | +1,093+18.2% | Added |
| Catalyst Financial Partners LLC | 7,105 | $397.2K | 0.17% | +7,105 | New |
| Sequoia Financial Advisors, LLC | 7,125 | $398.4K | 0.01% | −255−3.5% | Reduced |
| Summit X, LLC | 7,174 | $401.1K | 0.10% | −159−2.2% | Reduced |
| Boston Family Office LLC | 7,205 | $402.0K | 0.03% | −5,429−43.0% | Reduced |
| Summit Financial Group Inc | 7,191 | $402.0K | 0.16% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,199 | $402.5K | 0.02% | −313−4.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,230 | $404.3K | 0.03% | −794−9.9% | Reduced |
| Narwhal Capital Management | 7,249 | $405.3K | 0.05% | −44,379−86.0% | Reduced |
| Westwood Holdings Group Inc. | 7,283 | $407.0K | 0.00% | +7,283 | New |
| Adalta Capital Management LLC | 7,300 | $408.0K | 0.29% | 00.0% | Unchanged |