Skip to main content

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
Partners in Financial Planning0$00.00%−4,851−100.0%Sold out
Cypress Asset Management Inc0$00.00%−4,715−100.0%Sold out
SFE Investment Counsel0$00.00%−4,390−100.0%Sold out
Courier Capital LLC0$00.00%−4,425−100.0%Sold out
Premier Asset Management LLC0$00.00%−4,414−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−4,393−100.0%Sold out
Black Diamond Financial, LLC0$00.00%−4,332−100.0%Sold out
NinePointTwo Capital0$00.00%−4,276−100.0%Sold out
Ergoteles LLC0$00.00%−4,255−100.0%Sold out
Successful Portfolios LLC0$00.00%−4,205−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−4,070−100.0%Sold out
Hoese & Co LLP0$00.00%−4,097−100.0%Sold out
First National Bank of Omaha0$00.00%−4,016−100.0%Sold out
GEM Asset Management, LLC0$00.00%−4,000−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−3,990−100.0%Sold out
Hamilton Capital, LLC0$00.00%−3,959−100.0%Sold out
SignalPoint Asset Management, LLC0$00.00%−3,922−100.0%Sold out
Brandywine Oak Private Wealth LLC0$00.00%−3,898−100.0%Sold out
DAGCO, Inc.0$00.00%−4,045−100.0%Sold out
Hancock Whitney Corp0$00.00%−3,848−100.0%Sold out
HBW Advisory Services LLC0$00.00%−3,806−100.0%Sold out
Sterling Investment Counsel, LLC0$00.00%−3,798−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−3,790−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−3,715−100.0%Sold out
STAR Financial Bank0$00.00%−3,706−100.0%Sold out
Wade G W & Inc0$00.00%−3,678−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−3,608−100.0%Sold out
Financial Insights, Inc.0$00.00%−3,589−100.0%Sold out
Congress Asset Management Co0$00.00%−3,570−100.0%Sold out
Maven Securities LTD0$00.00%−3,563−100.0%Sold out
Birmingham Capital Management Co Inc0$00.00%−3,545−100.0%Sold out
Curran Financial Partners, LLC0$00.00%−3,504−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−3,502−100.0%Sold out
GSB Wealth Management, LLC0$00.00%−3,500−100.0%Sold out
Red Wave Investments LLC0$00.00%−3,496−100.0%Sold out
Delaney Dennis R0$00.00%−3,412−100.0%Sold out
Stone Run Capital, LLC0$00.00%−3,410−100.0%Sold out
Investment Partners, Ltd.0$00.00%−3,392−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−3,390−100.0%Sold out
Western Wealth Management, LLC0$00.00%−3,388−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−3,382−100.0%Sold out
North Point Portfolio Managers Corp0$00.00%−3,350−100.0%Sold out
LSP Investment Advisors, LLC0$00.00%−3,350−100.0%Sold out
Charles Carroll Financial Partners, LLC0$00.00%−3,350−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−3,340−100.0%Sold out
Somerset Trust Co0$00.00%−3,320−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−3,300−100.0%Sold out
DuPont Capital Management Corp0$00.00%−2,522−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−2,206−100.0%Sold out
AM Squared Ltd0$00.00%−2,100−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−2,086−100.0%Sold out
Sentry Investment Management LLC0$00.00%−2,034−100.0%Sold out
Granite FO LLC0$00.00%−1,935−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−1,882−100.0%Sold out
Interactive Financial Advisors0$00.00%−1,720−100.0%Sold out
Norway Savings Bank0$00.00%−1,610−100.0%Sold out
United Community Bank0$00.00%−1,165−100.0%Sold out
Castleview Partners, LLC0$00.00%−831−100.0%Sold out
Madden Securities Corp0$00.00%−805−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−689−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−689−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−570−100.0%Sold out
Seldon Capital LP0$00.00%−553−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−500−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−500−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−470−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−400−100.0%Sold out
EWG Elevate Inc.0$00.00%−378−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−335−100.0%Sold out
RWM Asset Management, LLC0$00.00%−331−100.0%Sold out
Affiance Financial, LLC0$00.00%−323−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−277−100.0%Sold out
Optiver Holding B.V.0$00.00%−273−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−209−100.0%Sold out
RFP Financial Group LLC0$00.00%−200−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−197−100.0%Sold out
Activest Wealth Management0$00.00%−180−100.0%Sold out
TSFG, LLC0$00.00%−150−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−145−100.0%Sold out
Clean Yield Group0$00.00%−137−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−117−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−110−100.0%Sold out
Cedar Mountain Advisors, LLC0$00.00%−83−100.0%Sold out
Red Tortoise LLC0$00.00%−55−100.0%Sold out
My Personal CFO, LLC0$00.00%−28−100.0%Sold out
Quarry LP0$00.00%−21−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−20−100.0%Sold out
Lumature Wealth Partners, LLC0$00.00%−13−100.0%Sold out
Lee Financial Co0$00.00%−8−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
Comerica Bank––––Not filed
Coann Capital LLC––––Not filed
Gofen & Glossberg LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Allstate Investment Management Co––––Not filed
Gallagher Benefit Services, Inc.––––Not filed
F3Logic, LLC––––Not filed
Canandaigua National Corp––––Not filed
Financial Partners Capital Management LLC––––Not filed
Seeyond––––Not filed