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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 2,628 | $146.9K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,597 | $145.2K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,573 | $143.9K | 0.05% | −126−4.7% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $142.5K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,546 | $142.3K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 2,487 | $139.0K | 0.14% | −11−0.4% | Reduced |
| Crewe Advisors LLC | 2,472 | $138.2K | 0.02% | −48−1.9% | Reduced |
| Hall Laurie J Trustee | 2,425 | $136.0K | 0.06% | −75−3.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,406 | $134.5K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,406 | $134.5K | 0.10% | +5+0.2% | Added |
| Horan Securities, Inc. | 2,392 | $133.8K | 0.07% | +378+18.8% | Added |
| Atlantic Trust, LLC | 2,387 | $133.5K | 0.04% | +11+0.5% | Added |
| Dakota Community Bank & Trust NA | 2,358 | $131.8K | 0.81% | +408+20.9% | Added |
| Register Financial Advisors LLC | 2,341 | $130.9K | 0.10% | +428+22.4% | Added |
| Ossiam | 2,269 | $126.9K | 0.00% | +1,951+613.5% | Added |
| Cary Street Partners Asset Management LLC | 2,246 | $125.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,238 | $125.1K | 0.02% | +586+35.5% | Added |
| NSI Retail Advisors, LLC | 2,211 | $124.0K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,197 | $122.8K | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $119.0K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,128 | $119.0K | 0.06% | −675−24.1% | Reduced |
| Central Bank & Trust Co | 2,088 | $116.7K | 0.02% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 2,044 | $114.3K | 0.04% | −454−18.2% | Reduced |
| Duncker Streett & Co Inc | 2,035 | $113.8K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,003 | $112.0K | 0.08% | +1,071+114.9% | Added |
| Alta Advisers Ltd | 2,000 | $111.8K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,996 | $111.6K | 0.07% | +1,996 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,991 | $111.3K | 0.01% | +884+79.9% | Added |
| Optimum Investment Advisors | 1,940 | $108.5K | 0.06% | +2+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,934 | $108.2K | 0.03% | −157−7.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,932 | $108.0K | 0.01% | −49−2.5% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $106.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,889 | $105.6K | 0.02% | −353−15.7% | Reduced |
| Leonteq Securities AG | 1,865 | $104.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,854 | $103.7K | 0.03% | −389−17.3% | Reduced |
| First Financial Corp | 1,804 | $100.8K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 1,790 | $100.1K | 0.01% | +1,790 | New |
| Gradient Investments LLC | 1,755 | $98.1K | 0.00% | −78−4.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,716 | $95.9K | 0.02% | −183−9.6% | Reduced |
| Tradewinds Capital Management, LLC | 1,692 | $94.6K | 0.03% | +20+1.2% | Added |
| Focused Wealth Management, Inc | 1,658 | $92.7K | 0.02% | +17+1.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,653 | $92.4K | 0.04% | +11+0.7% | Added |
| Headlands Technologies LLC | 1,648 | $92.1K | 0.06% | +833+102.2% | Added |
| Clear Street Markets LLC | 1,637 | $92.0K | 0.03% | +795+94.4% | Added |
| Pinebridge Investments, L.P. | 1,635 | $91.4K | 0.00% | −167,177−99.0% | Reduced |
| Piscataqua Savings Bank | 1,567 | $87.6K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,546 | $86.4K | 0.08% | +284+22.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,545 | $86.4K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,475 | $82.5K | 0.01% | −150−9.2% | Reduced |
| ICA Group Wealth Management, LLC | 1,454 | $81.3K | 0.02% | −60−4.0% | Reduced |
| Monetary Management Group Inc | 1,450 | $81.1K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,343 | $75.1K | 0.01% | +417+45.0% | Added |
| Bray Capital Advisors | 1,341 | $75.0K | 0.02% | +2+0.1% | Added |
| WealthPLAN Partners, LLC | 1,336 | $74.7K | 0.01% | +1,336 | New |
| Cowen Prime Advisors LLC | 1,300 | $74.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,313 | $73.4K | 0.01% | −766−36.8% | Reduced |
| Proffitt & Goodson Inc | 1,275 | $71.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $70.1K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,253 | $70.0K | 0.02% | −3,251−72.2% | Reduced |
| Ellevest, Inc. | 1,200 | $67.1K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,204 | $67.0K | 0.03% | −282−19.0% | Reduced |
| Acima Private Wealth, LLC | 1,176 | $65.8K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,169 | $65.4K | 0.01% | +1,169 | New |
| Atticus Wealth Management, LLC | 1,166 | $65.2K | 0.02% | −936−44.5% | Reduced |
| Vigilant Capital Management, LLC | 1,155 | $65.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,100 | $61.5K | 0.03% | +1,100 | New |
| Silvant Capital Management LLC | 1,071 | $59.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $56.4K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $56.1K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,000 | $56.0K | 0.02% | −250−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1,000 | $55.9K | 0.02% | −20−2.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $55.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $55.9K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 946 | $53.0K | 0.01% | −134−12.4% | Reduced |
| Compass Wealth Management LLC | 946 | $52.9K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 944 | $52.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 915 | $51.2K | 0.01% | +915 | New |
| MV Capital Management, Inc. | 879 | $49.1K | 0.01% | −427−32.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 865 | $48.4K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 826 | $46.2K | 0.00% | +207+33.4% | Added |
| Missouri Trust & Investment Co | 825 | $46.1K | 0.03% | −96−10.4% | Reduced |
| Capital Advisors, Ltd. LLC | 827 | $46.0K | 0.01% | +14+1.7% | Added |
| Robbins Farley LLC | 809 | $45.2K | 0.03% | −57−6.6% | Reduced |
| CKW Financial Group | 800 | $45.0K | 0.01% | +800 | New |
| Ruedi Wealth Management, Inc. | 803 | $44.9K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 802 | $44.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 797 | $44.6K | 0.01% | −60−7.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 774 | $43.3K | 0.02% | +5+0.7% | Added |
| First National Bank of South Miami | 758 | $42.4K | 0.03% | +758 | New |
| West Branch Capital LLC | 746 | $41.7K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,400 | $40.2K | 0.02% | +800+133.3% | Added |
| Aspire Private Capital, LLC | 713 | $39.9K | 0.01% | +101+16.5% | Added |
| City State Bank | 694 | $39.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 683 | $38.2K | 0.02% | −68−9.1% | Reduced |
| Financial Management Professionals, Inc. | 673 | $38.0K | 0.01% | +265+65.0% | Added |
| Creative Financial Designs Inc | 679 | $38.0K | 0.00% | −19−2.7% | Reduced |
| MCF Advisors LLC | 670 | $37.5K | 0.00% | −1,323−66.4% | Reduced |
| NVWM, LLC | 650 | $36.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 656 | $36.0K | 0.00% | −56,492−98.9% | Reduced |