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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 14,974 | $837.2K | 0.27% | +1,010+7.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,856 | $830.6K | 0.00% | −14,663−49.7% | Reduced |
| United Bank | 14,764 | $825.5K | 0.11% | −79−0.5% | Reduced |
| Park Place Capital Corp | 14,730 | $823.6K | 0.23% | −278−1.9% | Reduced |
| Texas Yale Capital Corp. | 14,635 | $818.2K | 0.04% | +4,150+39.6% | Added |
| TCTC Holdings, LLC | 14,529 | $812.3K | 0.03% | +455+3.2% | Added |
| My Legacy Advisors, LLC | 13,925 | $807.1K | 0.35% | +409+3.0% | Added |
| Founders Financial Alliance, LLC | 14,194 | $806.6K | 0.40% | −1,185−7.7% | Reduced |
| Greenleaf Trust | 14,358 | $802.8K | 0.01% | +1,860+14.9% | Added |
| Independence Bank of Kentucky | 14,327 | $801.0K | 0.35% | +1,350+10.4% | Added |
| Meridian Financial Partners LLC | 13,922 | $799.0K | 0.91% | +132+1.0% | Added |
| Intrua Financial, LLC | 14,450 | $797.5K | 0.17% | −117−0.8% | Reduced |
| Ingalls & Snyder LLC | 14,215 | $795.0K | 0.04% | −567−3.8% | Reduced |
| River Wealth Advisors LLC | 14,218 | $794.9K | 0.14% | −1,576−10.0% | Reduced |
| Cresset Asset Management, LLC | 14,194 | $793.6K | 0.02% | +813+6.1% | Added |
| Tower Bridge Advisors | 14,068 | $786.5K | 0.06% | −975−6.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,066 | $786.4K | 0.03% | −22,225−61.2% | Reduced |
| Wealth Quarterback LLC | 14,010 | $783.3K | 0.66% | +527+3.9% | Added |
| Parsec Financial Management, Inc. | 13,969 | $781.0K | 0.03% | +4,405+46.1% | Added |
| Allworth Financial LP | 13,902 | $777.3K | 0.01% | +1,842+15.3% | Added |
| Vinva Investment Management Ltd | 13,899 | $774.0K | 0.07% | +13,899 | New |
| Old Port Advisors | 13,301 | $772.5K | 0.28% | −2,003−13.1% | Reduced |
| TCI Wealth Advisors, Inc. | 13,774 | $770.1K | 0.10% | −115−0.8% | Reduced |
| Mutual Advisors, LLC | 13,763 | $769.5K | 0.03% | −11,561−45.7% | Reduced |
| Belpointe Asset Management LLC | 13,691 | $765.5K | 0.04% | −1,792−11.6% | Reduced |
| Wedbush Securities Inc | 13,678 | $765.0K | 0.04% | +4,534+49.6% | Added |
| Mork Capital Management, LLC | 13,640 | $762.6K | 0.62% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,597 | $760.2K | 0.03% | +2,161+18.9% | Added |
| Patten & Patten Inc | 13,567 | $758.5K | 0.07% | −200−1.5% | Reduced |
| Canal Capital Management, LLC | 13,526 | $756.3K | 0.17% | +265+2.0% | Added |
| Cornerstone Wealth Group, LLC | 13,399 | $749.1K | 0.13% | −174−1.3% | Reduced |
| Mainstay Capital Management LLC | 13,395 | $748.9K | 0.15% | −975−6.8% | Reduced |
| Donaldson Capital Management, LLC | 13,375 | $747.8K | 0.04% | +2,420+22.1% | Added |
| Eagle Harbor Asset Management Inc | 13,322 | $744.8K | 1.01% | +1,041+8.5% | Added |
| Ashton Thomas Private Wealth, LLC | 13,300 | $743.6K | 0.07% | +1,264+10.5% | Added |
| Fiduciary Trust Co | 13,281 | $742.5K | 0.01% | −512−3.7% | Reduced |
| SS&H Financial Advisors, Inc. | 13,243 | $740.4K | 0.34% | −400−2.9% | Reduced |
| Snowden Capital Advisors LLC | 13,153 | $735.4K | 0.03% | +1,195+10.0% | Added |
| Stony Point Wealth Management Inc. | 13,113 | $733.2K | 0.38% | −2,427−15.6% | Reduced |
| Chesley Taft & Associates LLC | 13,049 | $729.6K | 0.05% | +600+4.8% | Added |
| MidWestOne Financial Group, Inc. | 13,035 | $728.8K | 0.16% | +488+3.9% | Added |
| Pathway Financial Advisers, LLC | 13,034 | $728.7K | 0.29% | +6,462+98.3% | Added |
| Meyer Handelman Co | 12,965 | $724.9K | 0.03% | −500−3.7% | Reduced |
| Good Life Advisors, LLC | 12,902 | $721.4K | 0.09% | +491+4.0% | Added |
| Liberty One Investment Management, LLC | 12,886 | $720.5K | 0.10% | −298−2.3% | Reduced |
| Cornerstone Advisory, LLC | 12,741 | $712.3K | 0.13% | −300−2.3% | Reduced |
| Continuum Advisory, LLC | 12,737 | $712.1K | 0.12% | +815+6.8% | Added |
| Archford Capital Strategies, LLC | 12,353 | $709.2K | 0.15% | +836+7.3% | Added |
| Delta Asset Management LLC | 12,603 | $704.6K | 0.07% | +1,900+17.8% | Added |
| Bridgewater Associates, LP | 12,589 | $703.9K | 0.00% | −261,905−95.4% | Reduced |
| Allianz Asset Management GmbH | 12,548 | $701.6K | 0.00% | −33,131−72.5% | Reduced |
| Aptus Capital Advisors, LLC | 12,518 | $699.9K | 0.02% | +12,518 | New |
| We Are One Seven, LLC | 12,500 | $698.9K | 0.04% | +3,194+34.3% | Added |
| Aviva PLC | 12,456 | $696.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,435 | $695.2K | 0.01% | +1,106+9.8% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $694.7K | 0.66% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,405 | $694.0K | 0.54% | +2,180+21.3% | Added |
| Sovereign Financial Group, Inc. | 12,410 | $693.8K | 0.26% | −7−0.1% | Reduced |
| Apollon Wealth Management, LLC | 12,396 | $693.0K | 0.04% | +90+0.7% | Added |
| Park National Corp | 12,323 | $689.0K | 0.03% | +228+1.9% | Added |
| Csenge Advisory Group | 12,291 | $687.2K | 0.05% | +733+6.3% | Added |
| Plimoth Trust Co LLC | 12,255 | $685.2K | 0.21% | −15−0.1% | Reduced |
| HBK Sorce Advisory LLC | 12,207 | $682.5K | 0.03% | −11,009−47.4% | Reduced |
| Ti-Trust, Inc | 12,129 | $678.1K | 0.64% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 12,059 | $677.0K | 0.13% | +12,059 | New |
| World Equity Group, Inc. | 38,936 | $675.9K | 0.12% | +27,796+249.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,080 | $675.0K | 0.04% | −13,715−53.2% | Reduced |
| Capital Asset Advisory Services LLC | 12,019 | $672.0K | 0.05% | −50.0% | Reduced |
| Boston Private Wealth LLC | 11,977 | $669.6K | 0.01% | −3,118−20.7% | Reduced |
| IHT Wealth Management, LLC | 11,971 | $669.3K | 0.04% | −228−1.9% | Reduced |
| DFPG Investments, LLC | 11,885 | $664.5K | 0.07% | −4,719−28.4% | Reduced |
| Boston Financial Mangement LLC | 11,858 | $663.0K | 0.03% | +11,858 | New |
| Meridian Wealth Management, LLC | 11,845 | $662.2K | 0.06% | −302−2.5% | Reduced |
| Smithfield Trust Co | 11,834 | $662.0K | 0.04% | −261−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 11,838 | $661.9K | 0.10% | −861−6.8% | Reduced |
| Lindbrook Capital, LLC | 11,837 | $661.8K | 0.08% | +34+0.3% | Added |
| Equitable Holdings, Inc. | 11,797 | $659.6K | 0.01% | +3,674+45.2% | Added |
| Axxcess Wealth Management, LLC | 11,691 | $653.6K | 0.05% | −1,210−9.4% | Reduced |
| Los Angeles Capital Management LLC | 11,562 | $646.4K | 0.00% | −25,893−69.1% | Reduced |
| Meeder Advisory Services, Inc. | 11,516 | $643.8K | 0.07% | +1,723+17.6% | Added |
| Alan B. Lancz & Associates, Inc. | 11,414 | $638.2K | 0.66% | 00.0% | Unchanged |
| Corton Capital Inc. | 11,363 | $635.3K | 0.44% | +11,363 | New |
| Welch Group, LLC | 11,330 | $633.5K | 0.04% | +419+3.8% | Added |
| Campbell Wealth Management | 11,228 | $628.0K | 0.08% | −84−0.7% | Reduced |
| Callahan Advisors, LLC | 11,184 | $625.3K | 0.08% | −22,730−67.0% | Reduced |
| Marino, Stram & Associates LLC | 11,097 | $620.4K | 0.19% | +487+4.6% | Added |
| Adams Wealth Management | 11,090 | $620.0K | 0.20% | +2,902+35.4% | Added |
| Hilltop Holdings Inc. | 11,077 | $619.2K | 0.08% | +341+3.2% | Added |
| Assetmark, Inc | 11,012 | $615.7K | 0.00% | +5,397+96.1% | Added |
| Lion Street Advisors, LLC | 10,870 | $607.8K | 0.19% | +10,870 | New |
| Leavell Investment Management, Inc. | 10,834 | $606.0K | 0.04% | +158+1.5% | Added |
| KC Investment Advisors, LLC | 10,820 | $605.0K | 0.57% | +813+8.1% | Added |
| Whittier Trust Co of Nevada Inc | 10,817 | $604.7K | 0.02% | +124+1.2% | Added |
| Ronald Blue Trust, Inc. | 9,828 | $603.0K | 0.01% | −2,712−21.6% | Reduced |
| AMG National Trust Bank | 10,763 | $601.8K | 0.02% | +4,046+60.2% | Added |
| Heritage Investors Management Corp | 10,753 | $601.0K | 0.03% | −354−3.2% | Reduced |
| Chemung Canal Trust Co | 10,714 | $599.0K | 0.14% | −2,857−21.1% | Reduced |
| Chesapeake Wealth Management | 10,710 | $598.8K | 0.25% | −212−1.9% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $598.0K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 10,688 | $597.6K | 0.03% | −64−0.6% | Reduced |