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 |
|---|---|---|---|---|---|
| Dominguez Wealth Management Solutions, Inc. | 19,384 | $1.08M | 0.99% | +42+0.2% | Added |
| Proequities, Inc. | 19,529 | $1.09M | 0.08% | +1,033+5.6% | Added |
| All Terrain Financial Advisors, LLC | 19,619 | $1.10M | 0.53% | +3,941+25.1% | Added |
| CSM Advisors, LLC | 19,699 | $1.10M | 0.10% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 19,518 | $1.10M | 0.15% | +34+0.2% | Added |
| Edge Capital Group, LLC | 19,859 | $1.11M | 0.07% | +15,854+395.9% | Added |
| Waters Parkerson & Co., LLC | 19,926 | $1.11M | 0.07% | +1,150+6.1% | Added |
| Fiduciary Group LLC | 20,041 | $1.12M | 0.15% | +1,233+6.6% | Added |
| Burke & Herbert Bank & Trust Co | 20,045 | $1.12M | 0.82% | −555−2.7% | Reduced |
| United Services Automobile Association | 20,230 | $1.13M | 0.04% | −14,816−42.3% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.14M | 0.07% | 00.0% | Unchanged |
| Woodstock Corp | 20,474 | $1.14M | 0.15% | +225+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 20,530 | $1.15M | 0.02% | −1,875−8.4% | Reduced |
| Glenview Trust Co | 20,738 | $1.16M | 0.03% | −836−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,772 | $1.16M | 0.13% | +8,630+71.1% | Added |
| FDx Advisors, Inc. | 19,010 | $1.17M | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,928 | $1.17M | 0.04% | −795−3.7% | Reduced |
| Marco Investment Management LLC | 20,933 | $1.17M | 0.13% | +1,100+5.5% | Added |
| Sawtooth Solutions, LLC | 20,934 | $1.17M | 0.03% | +14,908+247.4% | Added |
| Balentine LLC | 21,085 | $1.18M | 0.04% | +12,154+136.1% | Added |
| Horan Capital Advisors, LLC. | 21,104 | $1.18M | 0.49% | +155+0.7% | Added |
| Occudo Quantitative Strategies LP | 21,137 | $1.18M | 0.11% | +12,045+132.5% | Added |
| First Citizens Bank & Trust Co | 21,235 | $1.19M | 0.02% | +393+1.9% | Added |
| Advisory Services Network, LLC | 21,295 | $1.19M | 0.03% | −1,603−7.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 19,566 | $1.20M | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 21,627 | $1.21M | 0.69% | −1,901−8.1% | Reduced |
| Global Retirement Partners, LLC | 21,699 | $1.21M | 0.06% | +4,372+25.2% | Added |
| Bayesian Capital Management, LP | 21,700 | $1.21M | 0.15% | +21,700 | New |
| Heritage Wealth Advisors | 21,731 | $1.21M | 0.07% | −238,284−91.6% | Reduced |
| NBT Bank N A | 21,732 | $1.22M | 0.18% | −2,208−9.2% | Reduced |
| KCM Investment Advisors LLC | 21,761 | $1.22M | 0.05% | −1,821−7.7% | Reduced |
| Peoples Financial Services Corp. | 21,877 | $1.22M | 0.57% | −700−3.1% | Reduced |
| Argent Advisors, Inc. | 22,106 | $1.24M | 0.59% | +5,112+30.1% | Added |
| Verition Fund Management LLC | 22,237 | $1.24M | 0.02% | −197,684−89.9% | Reduced |
| Stonegate Investment Group, LLC | 22,256 | $1.24M | 0.05% | −2,113−8.7% | Reduced |
| Patten Group, Inc. | 22,351 | $1.25M | 0.38% | +5,317+31.2% | Added |
| Capstone Investment Advisors, LLC | 22,473 | $1.26M | 0.04% | −26,330−54.0% | Reduced |
| Asset Dedication, LLC | 22,501 | $1.26M | 0.12% | +6,459+40.3% | Added |
| Moloney Securities Asset Management, LLC | 22,547 | $1.26M | 0.23% | +4,682+26.2% | Added |
| BerganKDV Wealth Management, LLC | 22,649 | $1.27M | 0.13% | +2,007+9.7% | Added |
| Empirical Finance, LLC | 22,695 | $1.27M | 0.12% | +1,156+5.4% | Added |
| Integrated Advisors Network LLC | 22,777 | $1.27M | 0.08% | −753−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,892 | $1.28M | 0.02% | +3,736+19.5% | Added |
| Lee Danner & Bass Inc | 22,967 | $1.28M | 0.12% | −125−0.5% | Reduced |
| Pensionfund Sabic | 23,000 | $1.29M | 0.45% | 00.0% | Unchanged |
| Spire Wealth Management | 23,210 | $1.30M | 0.05% | +9,829+73.5% | Added |
| Culbertson A N & Co Inc | 23,234 | $1.30M | 0.27% | +2,458+11.8% | Added |
| Radnor Capital Management, LLC | 23,228 | $1.30M | 0.34% | 00.0% | Unchanged |
| HM Payson & Co | 23,275 | $1.30M | 0.03% | −1,764−7.0% | Reduced |
| Chronos Wealth Management, LLC | 23,301 | $1.30M | 0.98% | −5,628−19.5% | Reduced |
| Integrated Wealth Concepts LLC | 23,340 | $1.30M | 0.03% | +7,358+46.0% | Added |
| Dover Advisors, LLC | 23,525 | $1.32M | 1.26% | +1,810+8.3% | Added |
| Kingsview Wealth Management, LLC | 23,533 | $1.32M | 0.06% | +470+2.0% | Added |
| Bard Financial Services, Inc. | 23,550 | $1.32M | 0.11% | −345−1.4% | Reduced |
| GoalVest Advisory LLC | 23,598 | $1.32M | 0.77% | +3,239+15.9% | Added |
| Bokf, NA | 23,617 | $1.32M | 0.03% | −19,523−45.3% | Reduced |
| Outfitter Financial LLC | 23,645 | $1.32M | 1.19% | −495−2.1% | Reduced |
| RFG Advisory, LLC | 23,782 | $1.33M | 0.07% | −2,462−9.4% | Reduced |
| Boothbay Fund Management, LLC | 23,810 | $1.33M | 0.04% | −40,131−62.8% | Reduced |
| Rothschild Investment Corp | 23,900 | $1.34M | 0.12% | +100.0% | Added |
| Moors & Cabot, Inc. | 23,930 | $1.34M | 0.09% | −829−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 24,007 | $1.34M | 0.05% | +1,020+4.4% | Added |
| Tower Research Capital LLC (TRC) | 24,171 | $1.35M | 0.04% | +4,777+24.6% | Added |
| Ropes Wealth Advisors LLC | 24,233 | $1.35M | 0.25% | −834−3.3% | Reduced |
| Hayek Kallen Investment Management | 24,495 | $1.37M | 0.62% | −2,587−9.6% | Reduced |
| Elevated Capital Advisors, LLC | 24,545 | $1.37M | 0.49% | +2,085+9.3% | Added |
| Triangle Securities Wealth Management | 24,604 | $1.38M | 0.49% | −401−1.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 24,751 | $1.38M | 0.59% | −60−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 24,848 | $1.39M | 0.10% | +2,484+11.1% | Added |
| GYL Financial Synergies, LLC | 25,044 | $1.40M | 0.17% | +25,044 | New |
| Hanson & Doremus Investment Management | 25,066 | $1.40M | 0.31% | +13+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 25,127 | $1.40M | 0.01% | −616,522−96.1% | Reduced |
| Exencial Wealth Advisors, LLC | 25,166 | $1.41M | 0.07% | −1,702−6.3% | Reduced |
| IFP Advisors, Inc | 18,249 | $1.41M | 0.07% | −41,425−69.4% | Reduced |
| Cypress Capital Group | 25,510 | $1.43M | 0.22% | −6,893−21.3% | Reduced |
| Ostrum Asset Management | 25,704 | $1.44M | 0.13% | +25,704 | New |
| Manchester Capital Management LLC | 25,713 | $1.44M | 0.19% | +23,578+1,104.4% | Added |
| Algert Global LLC | 25,766 | $1.44M | 0.07% | +18,383+249.0% | Added |
| Simmons Bank | 25,852 | $1.45M | 0.12% | −1,319−4.9% | Reduced |
| Tredje AP-fonden | 25,954 | $1.45M | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 26,130 | $1.46M | 0.09% | +8,870+51.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,193 | $1.46M | 0.04% | +77+0.3% | Added |
| Citizens National Bank Trust Department | 26,283 | $1.47M | 0.41% | −220−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 26,926 | $1.50M | 0.25% | +26,926 | New |
| Ategra Capital Management, LLC | 27,010 | $1.51M | 0.84% | +12,716+89.0% | Added |
| Manhattan West Asset Management, LLC | 27,120 | $1.52M | 0.66% | +7,769+40.1% | Added |
| D L Carlson Investment Group Inc | 27,202 | $1.52M | 0.35% | −16,205−37.3% | Reduced |
| Marks Group Wealth Management, Inc | 27,251 | $1.52M | 0.19% | +5,423+24.8% | Added |
| Capital Investment Advisory Services, LLC | 27,305 | $1.53M | 0.18% | −2,601−8.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 27,898 | $1.56M | 0.13% | +27,898 | New |
| First Hawaiian Bank | 28,027 | $1.57M | 0.05% | +18,863+205.8% | Added |
| Toroso Investments, LLC | 28,140 | $1.57M | 0.05% | +14,529+106.7% | Added |
| Cutler Group LP | 28,356 | $1.58M | 0.25% | +27,025+2,030.4% | Added |
| Slow Capital, Inc. | 28,656 | $1.60M | 0.30% | +9,470+49.4% | Added |
| Opus Investment Management Inc | 28,800 | $1.61M | 0.58% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 28,918 | $1.62M | 0.04% | +973+3.5% | Added |
| Secure Asset Management, LLC | 29,028 | $1.62M | 0.54% | +3,988+15.9% | Added |
| Prudential PLC | 29,065 | $1.63M | 0.02% | +7,008+31.8% | Added |
| Stoneridge Investment Partners LLC | 29,263 | $1.64M | 0.87% | −18,870−39.2% | Reduced |
| Atria Wealth Solutions, Inc. | 29,359 | $1.64M | 0.02% | −21,199−41.9% | Reduced |