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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 19,566 | $1.20M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 21,295 | $1.19M | 0.03% | −1,603−7.0% | Reduced |
| First Citizens Bank & Trust Co | 21,235 | $1.19M | 0.02% | +393+1.9% | Added |
| Occudo Quantitative Strategies LP | 21,137 | $1.18M | 0.11% | +12,045+132.5% | Added |
| Horan Capital Advisors, LLC. | 21,104 | $1.18M | 0.49% | +155+0.7% | Added |
| Balentine LLC | 21,085 | $1.18M | 0.04% | +12,154+136.1% | Added |
| Sawtooth Solutions, LLC | 20,934 | $1.17M | 0.03% | +14,908+247.4% | Added |
| Marco Investment Management LLC | 20,933 | $1.17M | 0.13% | +1,100+5.5% | Added |
| Bleakley Financial Group, LLC | 20,928 | $1.17M | 0.04% | −795−3.7% | Reduced |
| FDx Advisors, Inc. | 19,010 | $1.17M | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 20,772 | $1.16M | 0.13% | +8,630+71.1% | Added |
| Glenview Trust Co | 20,738 | $1.16M | 0.03% | −836−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,530 | $1.15M | 0.02% | −1,875−8.4% | Reduced |
| Woodstock Corp | 20,474 | $1.14M | 0.15% | +225+1.1% | Added |
| Birch Hill Investment Advisors LLC | 20,355 | $1.14M | 0.07% | 00.0% | Unchanged |
| United Services Automobile Association | 20,230 | $1.13M | 0.04% | −14,816−42.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,045 | $1.12M | 0.82% | −555−2.7% | Reduced |
| Fiduciary Group LLC | 20,041 | $1.12M | 0.15% | +1,233+6.6% | Added |
| Waters Parkerson & Co., LLC | 19,926 | $1.11M | 0.07% | +1,150+6.1% | Added |
| Edge Capital Group, LLC | 19,859 | $1.11M | 0.07% | +15,854+395.9% | Added |
| Verus Financial Partners, Inc. | 19,518 | $1.10M | 0.15% | +34+0.2% | Added |
| CSM Advisors, LLC | 19,699 | $1.10M | 0.10% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 19,619 | $1.10M | 0.53% | +3,941+25.1% | Added |
| Proequities, Inc. | 19,529 | $1.09M | 0.08% | +1,033+5.6% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,384 | $1.08M | 0.99% | +42+0.2% | Added |
| Camelot Portfolios, LLC | 19,280 | $1.08M | 0.75% | −135−0.7% | Reduced |
| Brown Brothers Harriman & Co | 19,107 | $1.07M | 0.01% | +1,112+6.2% | Added |
| Acorn Financial Advisory Services Inc | 19,070 | $1.07M | 0.21% | +160+0.8% | Added |
| Catalyst Wealth Management, LLC | 19,016 | $1.06M | 1.00% | +1,828+10.6% | Added |
| Verdence Capital Advisors LLC | 18,972 | $1.06M | 0.13% | +10,876+134.3% | Added |
| Beck Mack & Oliver LLC | 18,965 | $1.06M | 0.03% | 00.0% | Unchanged |
| Strategic Equity Management | 18,948 | $1.06M | 0.38% | +9,794+107.0% | Added |
| Bull Street Advisors, LLC | 18,941 | $1.06M | 0.55% | +205+1.1% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.06M | 0.29% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 18,724 | $1.05M | 0.18% | +550+3.0% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.05M | 0.05% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 18,693 | $1.05M | 0.09% | −10,278−35.5% | Reduced |
| Whitener Capital Management, Inc. | 18,650 | $1.04M | 0.44% | +95+0.5% | Added |
| Level Four Advisory Services, LLC | 18,593 | $1.04M | 0.07% | +2,913+18.6% | Added |
| Chickasaw Capital Management LLC | 18,446 | $1.03M | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 18,354 | $1.03M | 0.06% | +5,362+41.3% | Added |
| Taylor Hoffman Wealth Management | 18,262 | $1.02M | 0.56% | +4,073+28.7% | Added |
| Bridgefront Capital, LLC | 18,259 | $1.02M | 0.62% | +18,259 | New |
| First United Bank Trust | 18,197 | $1.02M | 0.48% | −779−4.1% | Reduced |
| Ancora Advisors, LLC | 18,082 | $1.01M | 0.03% | −442−2.4% | Reduced |
| Schmidt P J Investment Management Inc | 17,618 | $1.01M | 0.21% | −639−3.5% | Reduced |
| Azimuth Capital Investment Management LLC | 18,058 | $1.01M | 0.05% | +723+4.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,050 | $1.01M | 0.06% | −1,805−9.1% | Reduced |
| Group One Trading, L.P. | 18,029 | $1.01M | 0.05% | +18,029 | New |
| Shufro Rose & Co LLC | 17,662 | $987.5K | 0.09% | −2,650−13.0% | Reduced |
| Hall Capital Management Co Inc | 17,640 | $986.3K | 0.58% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 17,583 | $983.1K | 0.76% | +5,618+47.0% | Added |
| Miracle Mile Advisors, LLC | 17,485 | $977.6K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,483 | $977.5K | 0.13% | +598+3.5% | Added |
| Wealthcare Advisory Partners LLC | 17,357 | $970.4K | 0.04% | +92+0.5% | Added |
| Veriti Management LLC | 17,318 | $968.2K | 0.11% | +1,691+10.8% | Added |
| Haverford Trust Co | 17,201 | $961.7K | 0.01% | +921+5.7% | Added |
| Violich Capital Management, Inc. | 17,196 | $961.0K | 0.16% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 17,173 | $960.2K | 0.36% | −2,319−11.9% | Reduced |
| Ieq Capital, LLC | 17,167 | $959.8K | 0.02% | +2,705+18.7% | Added |
| BKD Wealth Advisors, LLC | 17,105 | $956.4K | 0.03% | −87−0.5% | Reduced |
| Caldwell Trust Co | 17,032 | $952.3K | 0.13% | 00.0% | Unchanged |
| Arrow Financial Corp | 17,015 | $951.3K | 0.12% | +623+3.8% | Added |
| Edgestream Partners, L.P. | 16,856 | $942.4K | 0.10% | −37,143−68.8% | Reduced |
| J.W. Cole Advisors, Inc. | 16,794 | $938.9K | 0.07% | −1,800−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,755 | $937.0K | 0.04% | −24,522−59.4% | Reduced |
| Evercore Wealth Management, LLC | 16,688 | $933.0K | 0.02% | −2,005−10.7% | Reduced |
| Venture Visionary Partners LLC | 16,674 | $932.2K | 0.06% | −497−2.9% | Reduced |
| First Horizon Advisors, Inc. | 16,603 | $928.3K | 0.03% | +10,261+161.8% | Added |
| Paradigm Financial Partners, LLC | 16,532 | $924.3K | 0.25% | +1,283+8.4% | Added |
| MAI Capital Management | 16,450 | $919.7K | 0.01% | +275+1.7% | Added |
| Carnegie Capital Asset Management, LLC | 16,449 | $919.7K | 0.04% | +89+0.5% | Added |
| SageView Advisory Group, LLC | 16,399 | $916.9K | 0.06% | +12,571+328.4% | Added |
| Grove Bank & Trust | 16,368 | $915.1K | 0.19% | +698+4.5% | Added |
| Hendershot Investments Inc. | 16,317 | $912.3K | 0.15% | −1,842−10.1% | Reduced |
| Foundations Investment Advisors, LLC | 16,288 | $910.7K | 0.03% | +723+4.6% | Added |
| D.B. Root & Company, LLC | 16,176 | $904.4K | 0.36% | −223−1.4% | Reduced |
| Sumitomo Life Insurance Co | 16,144 | $903.0K | 0.08% | −168−1.0% | Reduced |
| First Command Bank | 16,148 | $902.8K | 0.09% | +1,536+10.5% | Added |
| First Command Financial Services, Inc. | 16,148 | $902.8K | 0.09% | +1,536+10.5% | Added |
| AlphaStar Capital Management, LLC | 16,011 | $901.5K | 0.08% | −49,419−75.5% | Reduced |
| Bank of New Hampshire | 15,822 | $884.6K | 0.27% | −658−4.0% | Reduced |
| Blue Edge Capital, LLC | 15,800 | $883.4K | 0.19% | −257−1.6% | Reduced |
| CNB Bank | 15,775 | $882.0K | 0.54% | +316+2.0% | Added |
| Oak Hill Wealth Advisors, LLC | 15,757 | $880.7K | 0.35% | −688−4.2% | Reduced |
| Shelton Capital Management | 15,732 | $879.6K | 0.04% | +5,332+51.3% | Added |
| Terry L. Blaker | 15,684 | $876.7K | 0.08% | +865+5.8% | Added |
| Schnieders Capital Management LLC | 15,620 | $873.3K | 0.20% | +6,002+62.4% | Added |
| Joel Isaacson & Co., LLC | 15,560 | $870.0K | 0.06% | +64+0.4% | Added |
| NTV Asset Management LLC | 15,504 | $866.8K | 0.16% | −363−2.3% | Reduced |
| Diversified Trust Co | 15,494 | $866.3K | 0.03% | +3,122+25.2% | Added |
| Jacobi Capital Management LLC | 15,459 | $864.3K | 0.10% | +929+6.4% | Added |
| Reuter James Wealth Management, LLC | 15,444 | $863.5K | 0.60% | 00.0% | Unchanged |
| Wealth Alliance | 15,441 | $863.3K | 0.14% | +5,669+58.0% | Added |
| Chiron Capital Management, LLC | 15,428 | $862.6K | 0.60% | +11,130+259.0% | Added |
| Ridgewood Investments LLC | 15,243 | $852.3K | 0.52% | +3,515+30.0% | Added |
| Banque Pictet & Cie SA | 15,171 | $848.2K | 0.01% | −11,357−42.8% | Reduced |
| Wealthspire Advisors, LLC | 15,161 | $847.7K | 0.01% | +417+2.8% | Added |
| TFG Advisers LLC | 15,155 | $847.3K | 0.41% | −1,083−6.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,015 | $839.5K | 0.14% | −606−3.9% | Reduced |