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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 4,406 | $246.3K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,404 | $246.2K | 0.02% | +596+15.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $246.0K | 0.19% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,394 | $245.7K | 0.15% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,383 | $245.1K | 0.02% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,380 | $244.9K | 0.24% | +8+0.2% | Added |
| Ironsides Asset Advisors, LLC | 4,344 | $242.9K | 0.11% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 4,315 | $241.3K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,312 | $241.1K | 0.02% | −1,135−20.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,288 | $239.7K | 0.00% | 00.0% | Unchanged |
| Transform Wealth, LLC | 4,286 | $239.6K | 0.02% | +4,286 | New |
| Powers Advisory Group, LLC | 4,278 | $239.2K | 0.17% | −115−2.6% | Reduced |
| Roman Butler Fullerton & Co | 4,162 | $238.5K | 0.12% | +10.0% | Added |
| Main Street Research LLC | 4,261 | $238.2K | 0.05% | −1,037−19.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,252 | $237.8K | 0.20% | +24+0.6% | Added |
| Versant Capital Management, Inc | 4,243 | $236.8K | 0.08% | +818+23.9% | Added |
| Sandbox Financial Partners, LLC | 4,220 | $236.0K | 0.14% | +3+0.1% | Added |
| Tilt Investment Management Holdings, PBC | 4,357 | $235.8K | 0.17% | +564+14.9% | Added |
| Connectus Wealth, LLC | 4,212 | $235.6K | 0.01% | +4,212 | New |
| Alliance Wealth Advisors, LLC | 4,197 | $234.7K | 0.09% | +4,197 | New |
| Regal Investment Advisors LLC | 4,184 | $233.9K | 0.02% | +226+5.7% | Added |
| CX Institutional | 4,183 | $232.5K | 0.01% | −772−15.6% | Reduced |
| Modera Wealth Management, LLC | 4,157 | $232.4K | 0.01% | −1,098−20.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,151 | $232.1K | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,129 | $230.9K | 0.01% | −40−1.0% | Reduced |
| C2C Wealth Management, LLC | 3,968 | $229.7K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 4,103 | $229.4K | 0.17% | −7−0.2% | Reduced |
| First Manhattan Co | 4,102 | $229.3K | 0.00% | −24,358−85.6% | Reduced |
| Cable Hill Partners, LLC | 4,088 | $228.6K | 0.04% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 4,075 | $227.8K | 0.17% | −2,971−42.2% | Reduced |
| Clarius Group, LLC | 4,062 | $227.1K | 0.02% | −710−14.9% | Reduced |
| Truvestments Capital LLC | 4,033 | $225.5K | 0.12% | −1,285−24.2% | Reduced |
| E&G Advisors, LP | 4,031 | $225.4K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,005 | $224.0K | 0.01% | −304−7.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,000 | $223.6K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,000 | $223.6K | 0.03% | +4,000 | New |
| Rollins Financial | 3,994 | $223.3K | 0.07% | −525−11.6% | Reduced |
| Oppenheimer Asset Management Inc. | 3,993 | $223.2K | 0.00% | +676+20.4% | Added |
| Arden Trust Co | 3,979 | $223.0K | 0.04% | +3,979 | New |
| First Commonwealth Financial Corp | 3,981 | $222.6K | 0.08% | −70−1.7% | Reduced |
| Inlet Private Wealth, LLC | 3,973 | $222.1K | 0.06% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,960 | $221.4K | 0.08% | +3,960 | New |
| McMillion Capital Management Inc | 3,957 | $221.2K | 0.21% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,950 | $220.8K | 0.10% | +3,950 | New |
| International Assets Investment Management, LLC | 3,943 | $220.4K | 0.03% | −12,549−76.1% | Reduced |
| Austin Private Wealth, LLC | 3,939 | $220.2K | 0.04% | +3,939 | New |
| Fisher Asset Management, LLC | 3,907 | $218.5K | 0.00% | −358−8.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 3,901 | $218.1K | 0.18% | +2+0.1% | Added |
| NBW Capital LLC | 3,875 | $216.7K | 0.05% | +3,875 | New |
| Coastal Investment Advisors, Inc. | 3,871 | $216.4K | 0.05% | −1,619−29.5% | Reduced |
| MSH Capital Advisors LLC | 3,869 | $216.3K | 0.09% | +7+0.2% | Added |
| Nilsine Partners, LLC | 3,862 | $215.9K | 0.03% | +3,862 | New |
| InterOcean Capital Group, LLC | 3,837 | $214.5K | 0.01% | −80−2.0% | Reduced |
| Howard Capital Management Group, LLC | 3,829 | $214.1K | 0.02% | +3,829 | New |
| Johnson Financial Group, Inc. | 3,812 | $213.1K | 0.02% | +364+10.6% | Added |
| Nalls Sherbakoff Group, LLC | 3,826 | $213.1K | 0.21% | +3,826 | New |
| 44 Wealth Management LLC | 3,808 | $212.9K | 0.07% | −105,497−96.5% | Reduced |
| Charter Research & Investment Group, Inc. | 3,800 | $212.5K | 0.19% | −535−12.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,786 | $211.7K | 0.02% | +3,786 | New |
| Flputnam Investment Management Co | 3,772 | $210.9K | 0.01% | −368−8.9% | Reduced |
| Brookfield Asset Management Inc. | 3,769 | $210.7K | 0.00% | +3,769 | New |
| ASB Consultores, LLC | 3,766 | $210.6K | 0.08% | +3,766 | New |
| Parallax Volatility Advisers, L.P. | 3,758 | $210.1K | 0.01% | −5,954−61.3% | Reduced |
| Eastern Bank | 3,755 | $209.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,750 | $209.7K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,730 | $208.5K | 0.06% | −167−4.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,720 | $208.0K | 0.17% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,716 | $207.8K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,715 | $207.7K | 0.02% | −1,140−23.5% | Reduced |
| Segall Bryant & Hamill, LLC | 3,703 | $207.0K | 0.00% | −1,604−30.2% | Reduced |
| Morris Financial Concepts, Inc. | 3,691 | $206.3K | 0.15% | +424+13.0% | Added |
| Thoroughbred Financial Services, LLC | 3,689 | $206.0K | 0.03% | +243+7.1% | Added |
| Marex Group plc | 3,668 | $205.1K | 0.03% | +3,668 | New |
| Garner Asset Management Corp | 3,660 | $205.0K | 0.10% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,567 | $204.8K | 0.05% | +3+0.1% | Added |
| Goldstone Financial Group, LLC | 3,658 | $204.5K | 0.07% | +3,658 | New |
| Cornerstone Wealth Management, LLC | 3,642 | $203.6K | 0.02% | +3,642 | New |
| CJM Wealth Advisers, Ltd. | 3,635 | $203.2K | 0.12% | +7+0.2% | Added |
| Fiducient Advisors LLC | 3,631 | $203.0K | 0.07% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,625 | $202.7K | 0.06% | −125−3.3% | Reduced |
| Benchmark Wealth Management, LLC | 3,474 | $201.2K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 3,590 | $200.7K | 0.08% | −9,990−73.6% | Reduced |
| Oxford Financial Group Ltd | 3,579 | $200.1K | 0.02% | +225+6.7% | Added |
| Laurel Wealth Advisors LLC | 3,533 | $197.5K | 0.04% | +1,250+54.8% | Added |
| LFA - Lugano Financial Advisors SA | 3,486 | $194.9K | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,436 | $192.0K | 0.00% | −378−9.9% | Reduced |
| Clearstead Advisors, LLC | 3,372 | $188.5K | 0.01% | +134+4.1% | Added |
| Tompkins Financial Corp | 3,320 | $185.6K | 0.03% | −1,634−33.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,296 | $184.3K | 0.13% | +2,796+559.2% | Added |
| Sawyer & Company, Inc | 3,103 | $180.0K | 0.10% | −52−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,202 | $179.0K | 0.00% | −1,315−29.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,163 | $176.8K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,133 | $175.2K | 0.03% | −305−8.9% | Reduced |
| CVA Family Office, LLC | 3,109 | $173.8K | 0.04% | +1,864+149.7% | Added |
| Carmichael Hill & Associates, Inc. | 2,968 | $165.9K | 0.08% | +8+0.3% | Added |
| Carolinas Wealth Consulting LLC | 49,700 | $165.2K | 0.04% | +57+0.1% | Added |
| Webster Bank, N. A. | 2,829 | $158.2K | 0.02% | −1,350−32.3% | Reduced |
| Evermay Wealth Management LLC | 2,748 | $153.6K | 0.03% | −121−4.2% | Reduced |
| Hexagon Capital Partners LLC | 2,688 | $150.3K | 0.04% | −1,435−34.8% | Reduced |
| Valley National Advisers Inc | 2,602 | $150.0K | 0.03% | 00.0% | Unchanged |