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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 10,160 | $568.0K | 0.08% | −677−6.2% | Reduced |
| Tradewinds, LLC. | 10,171 | $568.7K | 0.34% | +10,171 | New |
| Graham Capital Wealth Management, LLC | 10,174 | $568.8K | 0.82% | −554−5.2% | Reduced |
| Moneta Group Investment Advisors LLC | 10,205 | $570.6K | 0.01% | +1,928+23.3% | Added |
| Colony Group LLC | 10,220 | $571.0K | 0.01% | −2,968−22.5% | Reduced |
| ABN AMRO Bank N.V. | 10,217 | $571.4K | 0.01% | +10,217 | New |
| Endurance Wealth Management, Inc. | 10,250 | $573.0K | 0.08% | −74−0.7% | Reduced |
| Madison Wealth Management | 10,255 | $573.4K | 0.12% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,259 | $573.6K | 0.07% | −1,183−10.3% | Reduced |
| Headinvest, LLC | 10,276 | $574.5K | 0.13% | +1,105+12.0% | Added |
| Lincoln National Corp | 10,278 | $574.7K | 0.01% | −822−7.4% | Reduced |
| Orleans Capital Management Corp | 10,297 | $575.7K | 0.42% | +1,450+16.4% | Added |
| FineMark National Bank & Trust | 10,423 | $582.7K | 0.02% | −190−1.8% | Reduced |
| Kovack Advisors, Inc. | 10,431 | $583.2K | 0.08% | +1,637+18.6% | Added |
| Center For Asset Management LLC | 10,449 | $584.2K | 0.57% | +50+0.5% | Added |
| Whittier Trust Co | 10,479 | $585.8K | 0.01% | +157+1.5% | Added |
| Burney Co | 10,507 | $587.4K | 0.03% | −45−0.4% | Reduced |
| Nations Financial Group Inc, | 10,554 | $590.1K | 0.06% | +150+1.4% | Added |
| ICW Investment Advisors LLC | 10,566 | $590.8K | 0.34% | +648+6.5% | Added |
| Key Financial Inc | 10,580 | $591.5K | 0.22% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 10,596 | $592.4K | 0.28% | +139+1.3% | Added |
| Acrisure Capital Management, LLC | 10,608 | $593.1K | 0.60% | +5,212+96.6% | Added |
| Exchange Traded Concepts, LLC | 10,611 | $593.3K | 0.02% | +2,816+36.1% | Added |
| Harbour Investments, Inc. | 10,656 | $595.8K | 0.03% | −617−5.5% | Reduced |
| West Family Investments, Inc. | 10,676 | $596.9K | 0.24% | +10,676 | New |
| Renaissance Group LLC | 10,688 | $597.6K | 0.03% | −64−0.6% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $598.0K | 0.06% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 10,710 | $598.8K | 0.25% | −212−1.9% | Reduced |
| Chemung Canal Trust Co | 10,714 | $599.0K | 0.14% | −2,857−21.1% | Reduced |
| Heritage Investors Management Corp | 10,753 | $601.0K | 0.03% | −354−3.2% | Reduced |
| AMG National Trust Bank | 10,763 | $601.8K | 0.02% | +4,046+60.2% | Added |
| Ronald Blue Trust, Inc. | 9,828 | $603.0K | 0.01% | −2,712−21.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,817 | $604.7K | 0.02% | +124+1.2% | Added |
| KC Investment Advisors, LLC | 10,820 | $605.0K | 0.57% | +813+8.1% | Added |
| Leavell Investment Management, Inc. | 10,834 | $606.0K | 0.04% | +158+1.5% | Added |
| Lion Street Advisors, LLC | 10,870 | $607.8K | 0.19% | +10,870 | New |
| Assetmark, Inc | 11,012 | $615.7K | 0.00% | +5,397+96.1% | Added |
| Hilltop Holdings Inc. | 11,077 | $619.2K | 0.08% | +341+3.2% | Added |
| Adams Wealth Management | 11,090 | $620.0K | 0.20% | +2,902+35.4% | Added |
| Marino, Stram & Associates LLC | 11,097 | $620.4K | 0.19% | +487+4.6% | Added |
| Callahan Advisors, LLC | 11,184 | $625.3K | 0.08% | −22,730−67.0% | Reduced |
| Campbell Wealth Management | 11,228 | $628.0K | 0.08% | −84−0.7% | Reduced |
| Welch Group, LLC | 11,330 | $633.5K | 0.04% | +419+3.8% | Added |
| Corton Capital Inc. | 11,363 | $635.3K | 0.44% | +11,363 | New |
| Alan B. Lancz & Associates, Inc. | 11,414 | $638.2K | 0.66% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,516 | $643.8K | 0.07% | +1,723+17.6% | Added |
| Los Angeles Capital Management LLC | 11,562 | $646.4K | 0.00% | −25,893−69.1% | Reduced |
| Axxcess Wealth Management, LLC | 11,691 | $653.6K | 0.05% | −1,210−9.4% | Reduced |
| Equitable Holdings, Inc. | 11,797 | $659.6K | 0.01% | +3,674+45.2% | Added |
| Lindbrook Capital, LLC | 11,837 | $661.8K | 0.08% | +34+0.3% | Added |
| SYSTM Wealth Solutions LLC | 11,838 | $661.9K | 0.10% | −861−6.8% | Reduced |
| Smithfield Trust Co | 11,834 | $662.0K | 0.04% | −261−2.2% | Reduced |
| Meridian Wealth Management, LLC | 11,845 | $662.2K | 0.06% | −302−2.5% | Reduced |
| Boston Financial Mangement LLC | 11,858 | $663.0K | 0.03% | +11,858 | New |
| DFPG Investments, LLC | 11,885 | $664.5K | 0.07% | −4,719−28.4% | Reduced |
| IHT Wealth Management, LLC | 11,971 | $669.3K | 0.04% | −228−1.9% | Reduced |
| Boston Private Wealth LLC | 11,977 | $669.6K | 0.01% | −3,118−20.7% | Reduced |
| Capital Asset Advisory Services LLC | 12,019 | $672.0K | 0.05% | −50.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,080 | $675.0K | 0.04% | −13,715−53.2% | Reduced |
| World Equity Group, Inc. | 38,936 | $675.9K | 0.12% | +27,796+249.5% | Added |
| CM Wealth Advisors LLC | 12,059 | $677.0K | 0.13% | +12,059 | New |
| Ti-Trust, Inc | 12,129 | $678.1K | 0.64% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,207 | $682.5K | 0.03% | −11,009−47.4% | Reduced |
| Plimoth Trust Co LLC | 12,255 | $685.2K | 0.21% | −15−0.1% | Reduced |
| Csenge Advisory Group | 12,291 | $687.2K | 0.05% | +733+6.3% | Added |
| Park National Corp | 12,323 | $689.0K | 0.03% | +228+1.9% | Added |
| Apollon Wealth Management, LLC | 12,396 | $693.0K | 0.04% | +90+0.7% | Added |
| Sovereign Financial Group, Inc. | 12,410 | $693.8K | 0.26% | −7−0.1% | Reduced |
| Lederer & Associates Investment Counsel | 12,405 | $694.0K | 0.54% | +2,180+21.3% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $694.7K | 0.66% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,435 | $695.2K | 0.01% | +1,106+9.8% | Added |
| Aviva PLC | 12,456 | $696.4K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,500 | $698.9K | 0.04% | +3,194+34.3% | Added |
| Aptus Capital Advisors, LLC | 12,518 | $699.9K | 0.02% | +12,518 | New |
| Allianz Asset Management GmbH | 12,548 | $701.6K | 0.00% | −33,131−72.5% | Reduced |
| Bridgewater Associates, LP | 12,589 | $703.9K | 0.00% | −261,905−95.4% | Reduced |
| Delta Asset Management LLC | 12,603 | $704.6K | 0.07% | +1,900+17.8% | Added |
| Archford Capital Strategies, LLC | 12,353 | $709.2K | 0.15% | +836+7.3% | Added |
| Continuum Advisory, LLC | 12,737 | $712.1K | 0.12% | +815+6.8% | Added |
| Cornerstone Advisory, LLC | 12,741 | $712.3K | 0.13% | −300−2.3% | Reduced |
| Liberty One Investment Management, LLC | 12,886 | $720.5K | 0.10% | −298−2.3% | Reduced |
| Good Life Advisors, LLC | 12,902 | $721.4K | 0.09% | +491+4.0% | Added |
| Meyer Handelman Co | 12,965 | $724.9K | 0.03% | −500−3.7% | Reduced |
| Pathway Financial Advisers, LLC | 13,034 | $728.7K | 0.29% | +6,462+98.3% | Added |
| MidWestOne Financial Group, Inc. | 13,035 | $728.8K | 0.16% | +488+3.9% | Added |
| Chesley Taft & Associates LLC | 13,049 | $729.6K | 0.05% | +600+4.8% | Added |
| Stony Point Wealth Management Inc. | 13,113 | $733.2K | 0.38% | −2,427−15.6% | Reduced |
| Snowden Capital Advisors LLC | 13,153 | $735.4K | 0.03% | +1,195+10.0% | Added |
| SS&H Financial Advisors, Inc. | 13,243 | $740.4K | 0.34% | −400−2.9% | Reduced |
| Fiduciary Trust Co | 13,281 | $742.5K | 0.01% | −512−3.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,300 | $743.6K | 0.07% | +1,264+10.5% | Added |
| Eagle Harbor Asset Management Inc | 13,322 | $744.8K | 1.01% | +1,041+8.5% | Added |
| Donaldson Capital Management, LLC | 13,375 | $747.8K | 0.04% | +2,420+22.1% | Added |
| Mainstay Capital Management LLC | 13,395 | $748.9K | 0.15% | −975−6.8% | Reduced |
| Cornerstone Wealth Group, LLC | 13,399 | $749.1K | 0.13% | −174−1.3% | Reduced |
| Canal Capital Management, LLC | 13,526 | $756.3K | 0.17% | +265+2.0% | Added |
| Patten & Patten Inc | 13,567 | $758.5K | 0.07% | −200−1.5% | Reduced |
| RSM US Wealth Management LLC | 13,597 | $760.2K | 0.03% | +2,161+18.9% | Added |
| Mork Capital Management, LLC | 13,640 | $762.6K | 0.62% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,678 | $765.0K | 0.04% | +4,534+49.6% | Added |