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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 13,691 | $765.5K | 0.04% | −1,792−11.6% | Reduced |
| Mutual Advisors, LLC | 13,763 | $769.5K | 0.03% | −11,561−45.7% | Reduced |
| TCI Wealth Advisors, Inc. | 13,774 | $770.1K | 0.10% | −115−0.8% | Reduced |
| Old Port Advisors | 13,301 | $772.5K | 0.28% | −2,003−13.1% | Reduced |
| Vinva Investment Management Ltd | 13,899 | $774.0K | 0.07% | +13,899 | New |
| Allworth Financial LP | 13,902 | $777.3K | 0.01% | +1,842+15.3% | Added |
| Parsec Financial Management, Inc. | 13,969 | $781.0K | 0.03% | +4,405+46.1% | Added |
| Wealth Quarterback LLC | 14,010 | $783.3K | 0.66% | +527+3.9% | Added |
| Prime Capital Investment Advisors, LLC | 14,066 | $786.4K | 0.03% | −22,225−61.2% | Reduced |
| Tower Bridge Advisors | 14,068 | $786.5K | 0.06% | −975−6.5% | Reduced |
| Cresset Asset Management, LLC | 14,194 | $793.6K | 0.02% | +813+6.1% | Added |
| River Wealth Advisors LLC | 14,218 | $794.9K | 0.14% | −1,576−10.0% | Reduced |
| Ingalls & Snyder LLC | 14,215 | $795.0K | 0.04% | −567−3.8% | Reduced |
| Intrua Financial, LLC | 14,450 | $797.5K | 0.17% | −117−0.8% | Reduced |
| Meridian Financial Partners LLC | 13,922 | $799.0K | 0.91% | +132+1.0% | Added |
| Independence Bank of Kentucky | 14,327 | $801.0K | 0.35% | +1,350+10.4% | Added |
| Greenleaf Trust | 14,358 | $802.8K | 0.01% | +1,860+14.9% | Added |
| Founders Financial Alliance, LLC | 14,194 | $806.6K | 0.40% | −1,185−7.7% | Reduced |
| My Legacy Advisors, LLC | 13,925 | $807.1K | 0.35% | +409+3.0% | Added |
| TCTC Holdings, LLC | 14,529 | $812.3K | 0.03% | +455+3.2% | Added |
| Texas Yale Capital Corp. | 14,635 | $818.2K | 0.04% | +4,150+39.6% | Added |
| Park Place Capital Corp | 14,730 | $823.6K | 0.23% | −278−1.9% | Reduced |
| United Bank | 14,764 | $825.5K | 0.11% | −79−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,856 | $830.6K | 0.00% | −14,663−49.7% | Reduced |
| Waterfront Wealth Inc. | 14,974 | $837.2K | 0.27% | +1,010+7.2% | Added |
| Procyon Private Wealth Partners, LLC | 15,015 | $839.5K | 0.14% | −606−3.9% | Reduced |
| TFG Advisers LLC | 15,155 | $847.3K | 0.41% | −1,083−6.7% | Reduced |
| Wealthspire Advisors, LLC | 15,161 | $847.7K | 0.01% | +417+2.8% | Added |
| Banque Pictet & Cie SA | 15,171 | $848.2K | 0.01% | −11,357−42.8% | Reduced |
| Ridgewood Investments LLC | 15,243 | $852.3K | 0.52% | +3,515+30.0% | Added |
| Chiron Capital Management, LLC | 15,428 | $862.6K | 0.60% | +11,130+259.0% | Added |
| Wealth Alliance | 15,441 | $863.3K | 0.14% | +5,669+58.0% | Added |
| Reuter James Wealth Management, LLC | 15,444 | $863.5K | 0.60% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 15,459 | $864.3K | 0.10% | +929+6.4% | Added |
| Diversified Trust Co | 15,494 | $866.3K | 0.03% | +3,122+25.2% | Added |
| NTV Asset Management LLC | 15,504 | $866.8K | 0.16% | −363−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 15,560 | $870.0K | 0.06% | +64+0.4% | Added |
| Schnieders Capital Management LLC | 15,620 | $873.3K | 0.20% | +6,002+62.4% | Added |
| Terry L. Blaker | 15,684 | $876.7K | 0.08% | +865+5.8% | Added |
| Shelton Capital Management | 15,732 | $879.6K | 0.04% | +5,332+51.3% | Added |
| Oak Hill Wealth Advisors, LLC | 15,757 | $880.7K | 0.35% | −688−4.2% | Reduced |
| CNB Bank | 15,775 | $882.0K | 0.54% | +316+2.0% | Added |
| Blue Edge Capital, LLC | 15,800 | $883.4K | 0.19% | −257−1.6% | Reduced |
| Bank of New Hampshire | 15,822 | $884.6K | 0.27% | −658−4.0% | Reduced |
| AlphaStar Capital Management, LLC | 16,011 | $901.5K | 0.08% | −49,419−75.5% | Reduced |
| First Command Bank | 16,148 | $902.8K | 0.09% | +1,536+10.5% | Added |
| First Command Financial Services, Inc. | 16,148 | $902.8K | 0.09% | +1,536+10.5% | Added |
| Sumitomo Life Insurance Co | 16,144 | $903.0K | 0.08% | −168−1.0% | Reduced |
| D.B. Root & Company, LLC | 16,176 | $904.4K | 0.36% | −223−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 16,288 | $910.7K | 0.03% | +723+4.6% | Added |
| Hendershot Investments Inc. | 16,317 | $912.3K | 0.15% | −1,842−10.1% | Reduced |
| Grove Bank & Trust | 16,368 | $915.1K | 0.19% | +698+4.5% | Added |
| SageView Advisory Group, LLC | 16,399 | $916.9K | 0.06% | +12,571+328.4% | Added |
| Carnegie Capital Asset Management, LLC | 16,449 | $919.7K | 0.04% | +89+0.5% | Added |
| MAI Capital Management | 16,450 | $919.7K | 0.01% | +275+1.7% | Added |
| Paradigm Financial Partners, LLC | 16,532 | $924.3K | 0.25% | +1,283+8.4% | Added |
| First Horizon Advisors, Inc. | 16,603 | $928.3K | 0.03% | +10,261+161.8% | Added |
| Venture Visionary Partners LLC | 16,674 | $932.2K | 0.06% | −497−2.9% | Reduced |
| Evercore Wealth Management, LLC | 16,688 | $933.0K | 0.02% | −2,005−10.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,755 | $937.0K | 0.04% | −24,522−59.4% | Reduced |
| J.W. Cole Advisors, Inc. | 16,794 | $938.9K | 0.07% | −1,800−9.7% | Reduced |
| Edgestream Partners, L.P. | 16,856 | $942.4K | 0.10% | −37,143−68.8% | Reduced |
| Arrow Financial Corp | 17,015 | $951.3K | 0.12% | +623+3.8% | Added |
| Caldwell Trust Co | 17,032 | $952.3K | 0.13% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 17,105 | $956.4K | 0.03% | −87−0.5% | Reduced |
| Ieq Capital, LLC | 17,167 | $959.8K | 0.02% | +2,705+18.7% | Added |
| PBMares Wealth Management LLC | 17,173 | $960.2K | 0.36% | −2,319−11.9% | Reduced |
| Violich Capital Management, Inc. | 17,196 | $961.0K | 0.16% | 00.0% | Unchanged |
| Haverford Trust Co | 17,201 | $961.7K | 0.01% | +921+5.7% | Added |
| Veriti Management LLC | 17,318 | $968.2K | 0.11% | +1,691+10.8% | Added |
| Wealthcare Advisory Partners LLC | 17,357 | $970.4K | 0.04% | +92+0.5% | Added |
| SeaCrest Wealth Management, LLC | 17,483 | $977.5K | 0.13% | +598+3.5% | Added |
| Miracle Mile Advisors, LLC | 17,485 | $977.6K | 0.03% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 17,583 | $983.1K | 0.76% | +5,618+47.0% | Added |
| Hall Capital Management Co Inc | 17,640 | $986.3K | 0.58% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,662 | $987.5K | 0.09% | −2,650−13.0% | Reduced |
| Group One Trading, L.P. | 18,029 | $1.01M | 0.05% | +18,029 | New |
| Hennion & Walsh Asset Management, Inc. | 18,050 | $1.01M | 0.06% | −1,805−9.1% | Reduced |
| Azimuth Capital Investment Management LLC | 18,058 | $1.01M | 0.05% | +723+4.2% | Added |
| Schmidt P J Investment Management Inc | 17,618 | $1.01M | 0.21% | −639−3.5% | Reduced |
| Ancora Advisors, LLC | 18,082 | $1.01M | 0.03% | −442−2.4% | Reduced |
| First United Bank Trust | 18,197 | $1.02M | 0.48% | −779−4.1% | Reduced |
| Bridgefront Capital, LLC | 18,259 | $1.02M | 0.62% | +18,259 | New |
| Taylor Hoffman Wealth Management | 18,262 | $1.02M | 0.56% | +4,073+28.7% | Added |
| RNC Capital Management LLC | 18,354 | $1.03M | 0.06% | +5,362+41.3% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.03M | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 18,593 | $1.04M | 0.07% | +2,913+18.6% | Added |
| Whitener Capital Management, Inc. | 18,650 | $1.04M | 0.44% | +95+0.5% | Added |
| Goelzer Investment Management, Inc. | 18,693 | $1.05M | 0.09% | −10,278−35.5% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.05M | 0.05% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 18,724 | $1.05M | 0.18% | +550+3.0% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.06M | 0.29% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 18,941 | $1.06M | 0.55% | +205+1.1% | Added |
| Strategic Equity Management | 18,948 | $1.06M | 0.38% | +9,794+107.0% | Added |
| Beck Mack & Oliver LLC | 18,965 | $1.06M | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 18,972 | $1.06M | 0.13% | +10,876+134.3% | Added |
| Catalyst Wealth Management, LLC | 19,016 | $1.06M | 1.00% | +1,828+10.6% | Added |
| Acorn Financial Advisory Services Inc | 19,070 | $1.07M | 0.21% | +160+0.8% | Added |
| Brown Brothers Harriman & Co | 19,107 | $1.07M | 0.01% | +1,112+6.2% | Added |
| Camelot Portfolios, LLC | 19,280 | $1.08M | 0.75% | −135−0.7% | Reduced |