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Livermore
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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.

Institutional holdersQ1 2023: 1,328 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2023: $33.0B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2022.

Institutions holding D in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Brown, Lisle/Cummings, Inc.611$34.2K0.02%00.0%Unchanged
Trust Co610$34.1K0.01%00.0%Unchanged
Carderock Capital Management Inc600$33.5K0.01%+600New
Achmea Investment Management B.V.574$33.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora587$32.8K0.01%00.0%Unchanged
Grey Fox Wealth Advisors, LLC585$32.7K0.02%+3+0.5%Added
Plante Moran Financial Advisors, LLC567$31.7K0.00%00.0%Unchanged
Farther Finance Advisors, LLC560$31.3K0.01%+271+93.8%Added
Blue Bell Private Wealth Management, LLC559$31.3K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC557$31.1K0.01%00.0%Unchanged
Live Oak Investment Partners–$31.1K0.03%––
Foster Dykema Cabot & Co Inc550$31.0K0.00%+550New
Logan Capital Management Inc534$29.9K0.00%00.0%Unchanged
Core Alternative Capital533$29.8K0.00%+206+63.0%Added
Jackson, Grant Investment Advisers, Inc.504$28.2K0.01%+4+0.8%Added
Larson Financial Group LLC504$28.2K0.00%−785−60.9%Reduced
1832 Asset Management L.P.500$28.0K0.00%−200−28.6%Reduced
Hussman Strategic Advisors, Inc.500$28.0K0.00%00.0%Unchanged
Pacific Center for Financial Services500$28.0K0.01%+500New
Coastal Capital Group, Inc.494$27.6K0.01%−99−16.7%Reduced
SRS Capital Advisors, Inc.492$27.5K0.00%+189+62.4%Added
Annapolis Financial Services, LLC489$27.3K0.01%00.0%Unchanged
AXS Investments LLC467$26.1K0.01%−19−3.9%Reduced
Tucker Asset Management LLC440$24.6K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group439$24.5K0.01%+174+65.7%Added
Bell Investment Advisors, Inc438$24.5K0.01%+195+80.2%Added
Sutton Wealth Advisors Inc.433$24.2K0.01%−1,002−69.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt430$24.0K0.00%00.0%Unchanged
West Paces Advisors Inc.397$22.2K0.01%−1,085−73.2%Reduced
Covestor Ltd396$22.0K0.02%+3+0.8%Added
Venturi Wealth Management, LLC392$21.9K0.00%+392New
Richard W. Paul & Associates, LLC390$21.8K0.01%+15+4.0%Added
NewSquare Capital LLC363$20.3K0.00%+333+1,110.0%Added
Sit Investment Associates Inc349$20.0K0.00%00.0%Unchanged
DecisionPoint Financial, LLC355$19.8K0.01%00.0%Unchanged
Wolff Wiese Magana LLC338$18.9K0.02%+10+3.0%Added
PSI Advisors, LLC333$18.6K0.01%−275−45.2%Reduced
Tilia Fiduciary Partners, Inc.330$18.4K0.02%00.0%Unchanged
Gables Capital Management Inc.320$17.9K0.01%00.0%Unchanged
DT Investment Partners, LLC310$17.7K0.00%+210+210.0%Added
Tradition Wealth Management, LLC294$16.0K0.00%+28+10.5%Added
Clearview Wealth Advisors LLC277$15.5K0.02%+1+0.4%Added
FSC Wealth Advisors, LLC274$15.3K0.02%00.0%Unchanged
MRP Capital Investments, LLC274$15.3K0.02%+4+1.5%Added
Highlander Capital Management, LLC267$15.0K0.01%00.0%Unchanged
Accel Wealth Management255$14.2K0.01%+2+0.8%Added
Bellevue Asset Management, LLC254$14.2K0.01%00.0%Unchanged
Worth Asset Management, LLC250$14.0K0.01%+250New
JNBA Financial Advisors245$13.7K0.00%−100−29.0%Reduced
Legacy Bridge, LLC245$13.7K0.01%00.0%Unchanged
Baldwin Brothers Inc232$13.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC230$12.9K0.00%00.0%Unchanged
Kelly Financial Services LLC222$12.4K0.01%+3+1.4%Added
Thompson Investment Management, Inc.215$12.0K0.00%+215New
Baker Avenue Asset Management, LP213$11.9K0.00%+62+41.1%Added
Chelsea Counsel Co213$11.9K0.01%00.0%Unchanged
Westside Investment Management, Inc.210$11.7K0.00%00.0%Unchanged
Abound Wealth Management210$11.7K0.01%+69+48.9%Added
Perritt Capital Management Inc202$11.3K0.01%00.0%Unchanged
Operose Advisors LLC200$11.2K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec200$11.2K0.00%00.0%Unchanged
First PREMIER Bank200$11.0K0.00%−500−71.4%Reduced
Cyrus J. Lawrence, LLC200$11.0K0.00%−333−62.5%Reduced
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC203$11.0K0.00%+1+0.5%Added
RE Dickinson Investment Advisors, LLC200$11.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$11.0K0.01%00.0%Unchanged
American National Bank190$10.6K0.00%+14+8.0%Added
Prestige Wealth Management Group LLC190$10.6K0.00%+143+304.3%Added
Solstein Capital, LLC185$10.3K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC157$8.78K0.00%00.0%Unchanged
AlphaMark Advisors, LLC150$8.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP134$7.49K0.00%+134New
Newton One Investments LLC132$7.38K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$7.14K0.00%00.0%Unchanged
Intelligent Financial Strategies127$7.10K0.01%−40−24.0%Reduced
Chilton Capital Management LLC127$7.10K0.00%+127New
Centerpoint Advisors, LLC127$7.00K0.00%−108−46.0%Reduced
Avion Wealth116$7.00K0.00%+16+16.0%Added
MB, Levis & Associates, LLC125$6.97K0.00%+2+1.6%Added
Fortis Capital Advisors, LLC119$6.65K0.00%+45+60.8%Added
Archer Investment Corp110$6.15K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$5.59K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$5.59K0.00%00.0%Unchanged
First Community Trust NA100$5.59K0.01%00.0%Unchanged
ING Groep NV97$5.42K0.00%−141,580−99.9%Reduced
Antonetti Capital Management LLC92$5.14K0.01%00.0%Unchanged
Halpern Financial, Inc.81$4.53K0.00%00.0%Unchanged
Pacifica Partners Inc.75$4.34K0.00%00.0%Unchanged
Princeton Global Asset Management LLC75$4.18K0.00%+75New
Legend Financial Advisors, Inc.74$4.14K0.00%−37−33.3%Reduced
Moisand Fitzgerald Tamayo, LLC72$4.03K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC72$4.03K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$3.75K0.00%00.0%Unchanged
Lazard Asset Management LLC57$3.00K0.00%−74−56.5%Reduced
Estabrook Capital Management52$2.91K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC50$2.80K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.46K0.00%00.0%Unchanged
Lansing Street Advisors42$2.37K0.00%00.0%Unchanged
TFC Financial Management40$2.26K0.00%+20+100.0%Added