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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 7,315 | $409.0K | 0.04% | +191+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,349 | $410.9K | 0.08% | +471+6.8% | Added |
| Thrive Capital Management, LLC | 7,380 | $411.0K | 0.26% | +219+3.1% | Added |
| Smith, Moore & Co. | 7,376 | $412.4K | 0.06% | +31+0.4% | Added |
| Financial Network Wealth Management LLC | 7,417 | $414.7K | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 7,420 | $414.9K | 0.11% | −150−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 7,448 | $416.4K | 0.16% | −1,909−20.4% | Reduced |
| Brown Miller Wealth Management, LLC | 7,463 | $417.3K | 0.25% | −245−3.2% | Reduced |
| Koshinski Asset Management, Inc. | 7,476 | $418.0K | 0.04% | −5−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 7,529 | $420.9K | 0.11% | +13+0.2% | Added |
| Vident Investment Advisory, LLC | 7,567 | $423.1K | 0.01% | +1,370+22.1% | Added |
| Gateway Investment Advisers LLC | 7,605 | $425.2K | 0.01% | −1,245−14.1% | Reduced |
| RVW Wealth, LLC | 7,617 | $425.9K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,777 | $434.8K | 0.03% | +279+3.7% | Added |
| Cullinan Associates Inc | 7,800 | $436.1K | 0.03% | −400−4.9% | Reduced |
| Holderness Investments Co | 7,805 | $436.4K | 0.17% | −517−6.2% | Reduced |
| Colonial Trust Advisors | 7,821 | $437.3K | 0.05% | −10.0% | Reduced |
| Fragasso Group Inc. | 7,827 | $437.6K | 0.05% | +1,425+22.3% | Added |
| Lido Advisors, LLC | 7,828 | $437.6K | 0.01% | +2,231+39.9% | Added |
| Infrastructure Capital Advisors, LLC | 7,854 | $439.1K | 0.09% | +7,854 | New |
| Adirondack Trust Co | 7,856 | $439.1K | 0.22% | +2,806+55.6% | Added |
| Beech Hill Advisors, Inc. | 7,908 | $442.1K | 0.22% | −6,720−45.9% | Reduced |
| Colonial Trust Co | 7,949 | $444.5K | 0.11% | +430+5.7% | Added |
| Crawford Investment Counsel Inc | 7,983 | $446.3K | 0.01% | −200−2.4% | Reduced |
| Alliance Wealth Advisors, LLC | 7,994 | $446.9K | 0.34% | +451+6.0% | Added |
| Blue Fin Capital, Inc. | 7,944 | $449.3K | 0.15% | −48−0.6% | Reduced |
| Camden National Bank | 8,086 | $452.1K | 0.09% | +3,938+94.9% | Added |
| Wright Investors Service Inc | 8,115 | $453.7K | 0.13% | +8,115 | New |
| Bigelow Investment Advisors, LLC | 8,126 | $454.3K | 0.26% | −953−10.5% | Reduced |
| Platform Technology Partners | 8,199 | $458.4K | 0.23% | +1,009+14.0% | Added |
| Signaturefd, LLC | 8,201 | $458.5K | 0.01% | −565−6.4% | Reduced |
| Front Row Advisors LLC | 8,231 | $460.0K | 0.22% | −494−5.7% | Reduced |
| Stratos Wealth Advisors, LLC | 8,271 | $462.5K | 0.04% | +82+1.0% | Added |
| Desjardins Global Asset Management Inc. | 8,288 | $463.0K | 0.06% | −1,780−17.7% | Reduced |
| Advisor Partners II, LLC | 8,284 | $463.2K | 0.03% | −3,569−30.1% | Reduced |
| AdvisorNet Financial, Inc | 8,303 | $464.2K | 0.04% | +108+1.3% | Added |
| Comerica Securities,inc. | 8,316 | $465.0K | 0.03% | +3,156+61.2% | Added |
| Montag A & Associates Inc | 8,324 | $465.4K | 0.03% | +285+3.5% | Added |
| Bessemer Group Inc | 8,339 | $466.0K | 0.00% | +403+5.1% | Added |
| Confluence Wealth Services, Inc. | 8,357 | $467.2K | 0.11% | −253−2.9% | Reduced |
| Gleason Group, Inc. | 8,375 | $468.2K | 0.13% | +100+1.2% | Added |
| Mendel Money Management | 8,385 | $468.8K | 0.25% | +469+5.9% | Added |
| PFG Advisors | 8,397 | $469.5K | 0.04% | +45+0.5% | Added |
| Centre Asset Management, LLC | 8,408 | $470.0K | 0.11% | −303−3.5% | Reduced |
| Moody National Bank Trust Division | 8,415 | $470.5K | 0.04% | +127+1.5% | Added |
| Eudaimonia Partners, LLC | 8,448 | $472.3K | 0.11% | −671−7.4% | Reduced |
| Wambolt & Associates, LLC | 8,514 | $473.1K | 0.17% | +1,217+16.7% | Added |
| Prossimo Advisors, LLC | 8,534 | $477.0K | 1.16% | −60−0.7% | Reduced |
| Bank of Hawaii | 8,617 | $481.8K | 0.03% | −257−2.9% | Reduced |
| Private Wealth Partners, LLC | 8,640 | $483.1K | 0.05% | +8,640 | New |
| Merit Financial Group, LLC | 8,665 | $484.5K | 0.02% | −393−4.3% | Reduced |
| 1st Source Bank | 8,677 | $485.1K | 0.03% | −361−4.0% | Reduced |
| BCGM Wealth Management, LLC | 8,700 | $486.4K | 0.25% | +8,700 | New |
| Eagle Ridge Investment Management | 8,789 | $491.4K | 0.06% | +454+5.4% | Added |
| Sheets Smith Wealth Management | 8,798 | $491.9K | 0.08% | −2,785−24.0% | Reduced |
| Savant Capital, LLC | 8,805 | $492.3K | 0.01% | +1,081+14.0% | Added |
| Marcum Wealth, LLC | 8,828 | $493.6K | 0.06% | +1,184+15.5% | Added |
| Lawson Kroeker Investment Management Inc | 8,855 | $495.1K | 0.11% | −5,950−40.2% | Reduced |
| Busey Wealth Management | 8,861 | $495.4K | 0.02% | −1,803−16.9% | Reduced |
| Cobblestone Capital Advisors LLC | 8,971 | $501.6K | 0.04% | +2,438+37.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $501.7K | 0.25% | +66+0.7% | Added |
| Bryn Mawr Trust Co | 9,026 | $504.0K | 0.02% | −114−1.2% | Reduced |
| Grimes & Company, Inc. | 9,027 | $504.7K | 0.02% | −44−0.5% | Reduced |
| Cullen Capital Management LLC | 9,040 | $505.4K | 0.00% | +1,467+19.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 9,055 | $506.3K | 0.15% | −50−0.5% | Reduced |
| Salvus Wealth Management, LLC | 9,092 | $508.3K | 0.41% | −4,928−35.1% | Reduced |
| Financial Advocates Investment Management | 9,107 | $509.2K | 0.04% | −4,016−30.6% | Reduced |
| Two Sigma Securities, LLC | 9,141 | $511.1K | 0.04% | +2,298+33.6% | Added |
| First Foundation Advisors | 9,149 | $511.5K | 0.02% | +312+3.5% | Added |
| Petrus Trust Company, LTA | 9,170 | $512.7K | 0.06% | +9,170 | New |
| New Millennium Group LLC | 9,193 | $514.0K | 0.52% | −346−3.6% | Reduced |
| Stokes Family Office, LLC | 9,215 | $515.2K | 0.06% | +67+0.7% | Added |
| Delphia (USA) Inc. | 9,262 | $517.8K | 0.63% | +9,262 | New |
| Boltwood Capital Management | 9,262 | $517.9K | 0.19% | −860−8.5% | Reduced |
| Fruth Investment Management | 9,275 | $518.0K | 0.15% | −500−5.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,361 | $523.0K | 0.29% | −192−2.0% | Reduced |
| Kidder Stephen W | 9,439 | $527.7K | 0.18% | −650−6.4% | Reduced |
| Centurion Wealth Management LLC | 9,453 | $528.5K | 0.27% | +281+3.1% | Added |
| Commonwealth Retirement Investments LLC | 9,522 | $532.3K | 0.32% | +606+6.8% | Added |
| VeraBank, N.A. | 9,595 | $536.5K | 0.25% | −74−0.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,624 | $538.1K | 0.20% | −633−6.2% | Reduced |
| Prudent Man Advisors, LLC | 9,651 | $540.0K | 0.21% | −50−0.5% | Reduced |
| Wetherby Asset Management Inc | 9,684 | $541.4K | 0.03% | +426+4.6% | Added |
| Shell Asset Management Co | 9,783 | $547.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,810 | $548.5K | 0.13% | +3,450+54.2% | Added |
| Rowland & Co Investment Counsel | 9,824 | $549.3K | 0.13% | +750+8.3% | Added |
| Imprint Wealth LLC | 9,832 | $549.6K | 0.36% | +9,832 | New |
| Keudell/Morrison Wealth Management | 9,855 | $551.0K | 0.16% | +930+10.4% | Added |
| Investment Management of Virginia LLC | 9,882 | $552.5K | 0.10% | +1,573+18.9% | Added |
| Excalibur Management Corp | 9,911 | $554.2K | 0.29% | +185+1.9% | Added |
| Derbend Asset Management | 9,934 | $555.4K | 0.42% | −70−0.7% | Reduced |
| Beacon Financial Advisory LLC | 9,941 | $555.8K | 0.35% | +902+10.0% | Added |
| Wrapmanager Inc | 10,014 | $559.9K | 0.17% | +2,705+37.0% | Added |
| BLB&B Advisors, LLC | 10,022 | $560.3K | 0.04% | +82+0.8% | Added |
| Jones Financial Companies LLLP | 10,033 | $560.9K | 0.00% | −875−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 10,058 | $562.3K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 10,064 | $562.7K | 0.06% | +46+0.5% | Added |
| Cigna Investments Inc | 10,081 | $563.0K | 0.11% | −204−2.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,108 | $565.1K | 0.11% | +934+10.2% | Added |
| Elmwood Wealth Management, Inc. | 10,119 | $565.8K | 0.27% | +1,285+14.5% | Added |