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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 5,867 | $328.0K | 0.02% | −1,049−15.2% | Reduced |
| Dividend Assets Capital, LLC | 5,350 | $328.0K | 0.07% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 5,860 | $327.6K | 0.28% | −860−12.8% | Reduced |
| Private Trust Co NA | 5,855 | $327.4K | 0.04% | −754−11.4% | Reduced |
| Tectonic Advisors LLC | 5,845 | $326.8K | 0.04% | −6,903−54.1% | Reduced |
| Alpha Cubed Investments, LLC | 5,836 | $326.3K | 0.02% | +5,836 | New |
| Quantinno Capital Management LP | 5,826 | $326.0K | 0.02% | −5,316−47.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,788 | $323.6K | 0.01% | +225+4.0% | Added |
| Chapin Davis, Inc. | 5,777 | $323.0K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,075 | $322.9K | 0.05% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,752 | $321.6K | 0.03% | +254+4.6% | Added |
| Birchcreek Wealth Management, LLC | 5,751 | $321.5K | 0.25% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,738 | $320.8K | 0.02% | −228−3.8% | Reduced |
| NorthRock Partners, LLC | 5,726 | $320.1K | 0.03% | +5,726 | New |
| ZWJ Investment Counsel Inc | 5,690 | $318.1K | 0.02% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 5,685 | $318.0K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 5,667 | $317.0K | 0.02% | +821+16.9% | Added |
| FourThought Financial Partners, LLC | 5,653 | $316.1K | 0.04% | −169−2.9% | Reduced |
| Waterloo Capital, L.P. | 5,650 | $315.9K | 0.10% | +5,650 | New |
| Moody Lynn & Lieberson, LLC | 5,600 | $313.1K | 0.03% | −8−0.1% | Reduced |
| Mystic Asset Management, Inc. | 5,589 | $312.5K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,559 | $311.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,552 | $310.4K | 0.07% | −19,874−78.2% | Reduced |
| Abacus Planning Group, Inc. | 5,543 | $309.9K | 0.08% | −16−0.3% | Reduced |
| Ignite Planners, LLC | 5,325 | $308.6K | 0.13% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 5,517 | $308.5K | 0.23% | +5,517 | New |
| Spinnaker Trust | 5,506 | $307.8K | 0.02% | −69−1.2% | Reduced |
| Investment House LLC | 5,484 | $306.6K | 0.03% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,475 | $306.1K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,430 | $303.6K | 0.03% | +118+2.2% | Added |
| North Star Investment Management Corp. | 5,363 | $299.8K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 5,315 | $297.2K | 0.02% | +102+2.0% | Added |
| Brighton Jones LLC | 5,315 | $297.2K | 0.02% | +9+0.2% | Added |
| Principal Street Partners, LLC | 5,309 | $296.8K | 0.08% | +411+8.4% | Added |
| Parallel Advisors, LLC | 5,292 | $295.9K | 0.01% | +674+14.6% | Added |
| Quadrant Capital Group LLC | 5,291 | $295.8K | 0.03% | −1,800−25.4% | Reduced |
| CIC Wealth, LLC | 5,287 | $295.6K | 0.11% | −9−0.2% | Reduced |
| Campion Asset Management LLC | 5,286 | $295.5K | 0.28% | +603+12.9% | Added |
| Osborne Partners Capital Management, LLC | 5,284 | $295.4K | 0.02% | +434+8.9% | Added |
| MKT Advisors LLC | 5,142 | $295.2K | 0.22% | −160−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 5,313 | $294.7K | 0.09% | −426−7.4% | Reduced |
| Alterity Financial Group, LLC | 5,266 | $294.4K | 0.43% | −200−3.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,259 | $294.0K | 0.01% | −12−0.2% | Reduced |
| Old North State Trust, LLC | 5,257 | $294.0K | 0.20% | +25+0.5% | Added |
| HF Advisory Group, LLC | 5,253 | $293.7K | 0.26% | +1,376+35.5% | Added |
| Girard Partners Ltd. | 5,224 | $292.1K | 0.03% | +778+17.5% | Added |
| Renasant Bank | 5,219 | $291.8K | 0.23% | −96−1.8% | Reduced |
| Milestone Advisory Partners | 5,201 | $290.8K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,200 | $290.7K | 0.04% | −575−10.0% | Reduced |
| Mechanics Financial Corp | 5,195 | $290.5K | 0.17% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 5,143 | $287.5K | 0.15% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,109 | $285.7K | 0.07% | +61+1.2% | Added |
| FirstPurpose Wealth LLC | 5,083 | $284.2K | 0.14% | +1,224+31.7% | Added |
| Cambridge Trust Co | 5,059 | $282.8K | 0.01% | −5,000−49.7% | Reduced |
| Field & Main Bank | 5,048 | $282.2K | 0.17% | −1,490−22.8% | Reduced |
| Kinloch Capital, LLC | 5,049 | $282.0K | 0.16% | +20.0% | Added |
| Financial Planning & Information Services, Inc. | 5,044 | $282.0K | 0.05% | +42+0.8% | Added |
| Apriem Advisors | 5,042 | $281.9K | 0.05% | +800+18.9% | Added |
| LCNB Corp | 5,039 | $281.7K | 0.13% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 5,000 | $279.6K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,966 | $277.6K | 0.08% | −2,999−37.7% | Reduced |
| Northcape Wealth Management, LLC | 4,923 | $275.3K | 0.10% | +4,923 | New |
| Main Street Financial Solutions, LLC | 4,904 | $274.2K | 0.04% | +327+7.1% | Added |
| King Luther Capital Management Corp | 4,876 | $272.6K | 0.00% | −501−9.3% | Reduced |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $271.7K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 4,655 | $271.7K | 0.24% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,854 | $271.4K | 0.08% | −350−6.7% | Reduced |
| Horizon Investments, LLC | 4,854 | $271.4K | 0.01% | +703+16.9% | Added |
| Concord Wealth Partners | 4,843 | $270.8K | 0.08% | +2,295+90.1% | Added |
| Arete Wealth Advisors, LLC | 4,830 | $270.0K | 0.02% | −1,321−21.5% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $268.3K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,792 | $267.9K | 0.01% | +9+0.2% | Added |
| Essex Financial Services, Inc. | 4,791 | $267.9K | 0.03% | +4,791 | New |
| Triad Financial Advisors, Inc. | 4,787 | $267.6K | 0.12% | −8−0.2% | Reduced |
| Vantage Consulting Group Inc | 4,786 | $267.6K | 0.15% | +374+8.5% | Added |
| Syntax Advisors, LLC | 4,786 | $267.6K | 0.20% | +374+8.5% | Added |
| Sowell Financial Services LLC | 4,768 | $267.0K | 0.02% | +4,768 | New |
| Bridges Investment Management Inc | 4,750 | $265.6K | 0.01% | −200−4.0% | Reduced |
| Lantz Financial LLC | 4,749 | $265.5K | 0.11% | +204+4.5% | Added |
| First National Bank & Trust Co of Newtown | 4,736 | $264.7K | 0.06% | −1,945−29.1% | Reduced |
| MainStreet Investment Advisors LLC | 4,719 | $263.8K | 0.03% | −65,165−93.2% | Reduced |
| Empowered Funds, LLC | 4,712 | $263.4K | 0.02% | +1,221+35.0% | Added |
| Thompson Davis & Co., Inc. | 4,677 | $261.5K | 0.34% | +1,103+30.9% | Added |
| Perigon Wealth Management, LLC | 4,650 | $260.0K | 0.01% | +251+5.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $257.0K | 0.00% | −41,625−90.0% | Reduced |
| 4J Wealth Management LLC | 4,592 | $256.7K | 0.28% | −794−14.7% | Reduced |
| Pointe Capital Management LLC | 4,581 | $256.1K | 0.19% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,581 | $256.1K | 0.02% | +4,581 | New |
| Evolution Advisers, Inc. | 4,572 | $255.0K | 0.18% | +31+0.7% | Added |
| Luts & Greenleigh Group, Inc | 4,539 | $253.8K | 0.32% | +4,539 | New |
| Athena Investment Management | 4,513 | $252.3K | 0.18% | +191+4.4% | Added |
| Latitude Advisors, LLC | 4,503 | $251.8K | 0.18% | 00.0% | Unchanged |
| Heritage Trust Co | 4,482 | $250.6K | 0.04% | +4,482 | New |
| Nadler Financial Group, Inc. | 4,477 | $250.3K | 0.04% | −171−3.7% | Reduced |
| Hantz Financial Services, Inc. | 4,463 | $250.0K | 0.01% | +7+0.2% | Added |
| WealthTrust Axiom LLC | 4,460 | $249.4K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,445 | $248.5K | 0.13% | −255−5.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,425 | $247.0K | 0.12% | +4,425 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 4,416 | $246.9K | 0.06% | −665−13.1% | Reduced |