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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
NewEdge Wealth, LLC34,006$1.90M0.07%+5,528+19.4%Added
Leelyn Smith, LLC33,614$1.88M0.48%+1,363+4.2%Added
Trust Co of Toledo NA33,372$1.87M0.33%+457+1.4%Added
Intech Investment Management LLC32,921$1.84M0.01%−2,662−7.5%Reduced
Park Avenue Securities LLC32,781$1.83M0.03%+2,581+8.5%Added
Wilbanks Smith & Thomas Asset Management LLC32,521$1.82M0.06%−741−2.2%Reduced
Pinnacle Associates Ltd32,404$1.81M0.04%−1,427−4.2%Reduced
Motley Fool Wealth Management, LLC32,342$1.81M0.11%+817+2.6%Added
South State Corp.32,248$1.80M0.17%+2,124+7.1%Added
Andra AP-fonden32,200$1.80M0.05%+32,200New
Everett Harris & Co32,054$1.79M0.03%+880+2.8%Added
Berkshire Bank31,993$1.79M0.53%+2,263+7.6%Added
Valeo Financial Advisors, LLC31,915$1.78M0.09%+4,360+15.8%Added
Wexford Capital LP31,904$1.78M0.37%−35,480−52.7%Reduced
Raleigh Capital Management Inc.31,810$1.78M0.88%+941+3.0%Added
South Dakota Investment Council31,624$1.77M0.04%00.0%Unchanged
Bay Rivers Group31,589$1.77M1.54%−323−1.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S31,337$1.75M0.05%−6,227−16.6%Reduced
Palisade Asset Management, LLC31,301$1.75M0.21%00.0%Unchanged
Veritable, L.P.31,287$1.75M0.03%+649+2.1%Added
Massmutual Trust Co FSB30,915$1.73M0.07%−55,134−64.1%Reduced
United Capital Financial Advisers, LLC30,598$1.71M0.01%−4,991−14.0%Reduced
Thomasville National Bank30,465$1.70M0.18%−1,782−5.5%Reduced
Johnson Investment Counsel Inc29,706$1.66M0.02%+323+1.1%Added
Kentucky Retirement Systems Insurance Trust Fund29,650$1.66M0.14%−184−0.6%Reduced
Atria Wealth Solutions, Inc.29,359$1.64M0.02%−21,199−41.9%Reduced
Stoneridge Investment Partners LLC29,263$1.64M0.87%−18,870−39.2%Reduced
Prudential PLC29,065$1.63M0.02%+7,008+31.8%Added
Secure Asset Management, LLC29,028$1.62M0.54%+3,988+15.9%Added
Pinnacle Financial Partners Inc28,918$1.62M0.04%+973+3.5%Added
Opus Investment Management Inc28,800$1.61M0.58%00.0%Unchanged
Slow Capital, Inc.28,656$1.60M0.30%+9,470+49.4%Added
Cutler Group LP28,356$1.58M0.25%+27,025+2,030.4%Added
Toroso Investments, LLC28,140$1.57M0.05%+14,529+106.7%Added
First Hawaiian Bank28,027$1.57M0.05%+18,863+205.8%Added
Gallagher Fiduciary Advisors, LLC27,898$1.56M0.13%+27,898New
Capital Investment Advisory Services, LLC27,305$1.53M0.18%−2,601−8.7%Reduced
Marks Group Wealth Management, Inc27,251$1.52M0.19%+5,423+24.8%Added
D L Carlson Investment Group Inc27,202$1.52M0.35%−16,205−37.3%Reduced
Manhattan West Asset Management, LLC27,120$1.52M0.66%+7,769+40.1%Added
Ategra Capital Management, LLC27,010$1.51M0.84%+12,716+89.0%Added
Canandaigua National Bank & Trust Co26,926$1.50M0.25%+26,926New
Citizens National Bank Trust Department26,283$1.47M0.41%−220−0.8%Reduced
Northwestern Mutual Investment Management Company, LLC26,193$1.46M0.04%+77+0.3%Added
Metis Global Partners, LLC26,130$1.46M0.09%+8,870+51.4%Added
Tredje AP-fonden25,954$1.45M0.02%00.0%Unchanged
Simmons Bank25,852$1.45M0.12%−1,319−4.9%Reduced
Algert Global LLC25,766$1.44M0.07%+18,383+249.0%Added
Manchester Capital Management LLC25,713$1.44M0.19%+23,578+1,104.4%Added
Ostrum Asset Management25,704$1.44M0.13%+25,704New
Cypress Capital Group25,510$1.43M0.22%−6,893−21.3%Reduced
IFP Advisors, Inc18,249$1.41M0.07%−41,425−69.4%Reduced
Exencial Wealth Advisors, LLC25,166$1.41M0.07%−1,702−6.3%Reduced
Schonfeld Strategic Advisors LLC25,127$1.40M0.01%−616,522−96.1%Reduced
Hanson & Doremus Investment Management25,066$1.40M0.31%+13+0.1%Added
GYL Financial Synergies, LLC25,044$1.40M0.17%+25,044New
Tokio Marine Asset Management Co Ltd24,848$1.39M0.10%+2,484+11.1%Added
Cornell Pochily Investment Advisors, Inc.24,751$1.38M0.59%−60−0.2%Reduced
Triangle Securities Wealth Management24,604$1.38M0.49%−401−1.6%Reduced
Elevated Capital Advisors, LLC24,545$1.37M0.49%+2,085+9.3%Added
Hayek Kallen Investment Management24,495$1.37M0.62%−2,587−9.6%Reduced
Ropes Wealth Advisors LLC24,233$1.35M0.25%−834−3.3%Reduced
Tower Research Capital LLC (TRC)24,171$1.35M0.04%+4,777+24.6%Added
Kestra Private Wealth Services, LLC24,007$1.34M0.05%+1,020+4.4%Added
Moors & Cabot, Inc.23,930$1.34M0.09%−829−3.3%Reduced
Rothschild Investment Corp23,900$1.34M0.12%+100.0%Added
Boothbay Fund Management, LLC23,810$1.33M0.04%−40,131−62.8%Reduced
RFG Advisory, LLC23,782$1.33M0.07%−2,462−9.4%Reduced
Outfitter Financial LLC23,645$1.32M1.19%−495−2.1%Reduced
Bokf, NA23,617$1.32M0.03%−19,523−45.3%Reduced
GoalVest Advisory LLC23,598$1.32M0.77%+3,239+15.9%Added
Bard Financial Services, Inc.23,550$1.32M0.11%−345−1.4%Reduced
Kingsview Wealth Management, LLC23,533$1.32M0.06%+470+2.0%Added
Dover Advisors, LLC23,525$1.32M1.26%+1,810+8.3%Added
Integrated Wealth Concepts LLC23,340$1.30M0.03%+7,358+46.0%Added
Chronos Wealth Management, LLC23,301$1.30M0.98%−5,628−19.5%Reduced
HM Payson & Co23,275$1.30M0.03%−1,764−7.0%Reduced
Radnor Capital Management, LLC23,228$1.30M0.34%00.0%Unchanged
Culbertson A N & Co Inc23,234$1.30M0.27%+2,458+11.8%Added
Spire Wealth Management23,210$1.30M0.05%+9,829+73.5%Added
Pensionfund Sabic23,000$1.29M0.45%00.0%Unchanged
Lee Danner & Bass Inc22,967$1.28M0.12%−125−0.5%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.22,892$1.28M0.02%+3,736+19.5%Added
Integrated Advisors Network LLC22,777$1.27M0.08%−753−3.2%Reduced
Empirical Finance, LLC22,695$1.27M0.12%+1,156+5.4%Added
BerganKDV Wealth Management, LLC22,649$1.27M0.13%+2,007+9.7%Added
Moloney Securities Asset Management, LLC22,547$1.26M0.23%+4,682+26.2%Added
Asset Dedication, LLC22,501$1.26M0.12%+6,459+40.3%Added
Capstone Investment Advisors, LLC22,473$1.26M0.04%−26,330−54.0%Reduced
Patten Group, Inc.22,351$1.25M0.38%+5,317+31.2%Added
Stonegate Investment Group, LLC22,256$1.24M0.05%−2,113−8.7%Reduced
Verition Fund Management LLC22,237$1.24M0.02%−197,684−89.9%Reduced
Argent Advisors, Inc.22,106$1.24M0.59%+5,112+30.1%Added
Peoples Financial Services Corp.21,877$1.22M0.57%−700−3.1%Reduced
KCM Investment Advisors LLC21,761$1.22M0.05%−1,821−7.7%Reduced
NBT Bank N A21,732$1.22M0.18%−2,208−9.2%Reduced
Heritage Wealth Advisors21,731$1.21M0.07%−238,284−91.6%Reduced
Bayesian Capital Management, LP21,700$1.21M0.15%+21,700New
Global Retirement Partners, LLC21,699$1.21M0.06%+4,372+25.2%Added
Armor Investment Advisors, LLC21,627$1.21M0.69%−1,901−8.1%Reduced