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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 7,994 | $446.9K | 0.34% | +451+6.0% | Added |
| Crawford Investment Counsel Inc | 7,983 | $446.3K | 0.01% | −200−2.4% | Reduced |
| Colonial Trust Co | 7,949 | $444.5K | 0.11% | +430+5.7% | Added |
| Beech Hill Advisors, Inc. | 7,908 | $442.1K | 0.22% | −6,720−45.9% | Reduced |
| Adirondack Trust Co | 7,856 | $439.1K | 0.22% | +2,806+55.6% | Added |
| Infrastructure Capital Advisors, LLC | 7,854 | $439.1K | 0.09% | +7,854 | New |
| Lido Advisors, LLC | 7,828 | $437.6K | 0.01% | +2,231+39.9% | Added |
| Fragasso Group Inc. | 7,827 | $437.6K | 0.05% | +1,425+22.3% | Added |
| Colonial Trust Advisors | 7,821 | $437.3K | 0.05% | −10.0% | Reduced |
| Holderness Investments Co | 7,805 | $436.4K | 0.17% | −517−6.2% | Reduced |
| Cullinan Associates Inc | 7,800 | $436.1K | 0.03% | −400−4.9% | Reduced |
| CWA Asset Management Group, LLC | 7,777 | $434.8K | 0.03% | +279+3.7% | Added |
| RVW Wealth, LLC | 7,617 | $425.9K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,605 | $425.2K | 0.01% | −1,245−14.1% | Reduced |
| Vident Investment Advisory, LLC | 7,567 | $423.1K | 0.01% | +1,370+22.1% | Added |
| D'Orazio & Associates, Inc. | 7,529 | $420.9K | 0.11% | +13+0.2% | Added |
| Koshinski Asset Management, Inc. | 7,476 | $418.0K | 0.04% | −5−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 7,463 | $417.3K | 0.25% | −245−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 7,448 | $416.4K | 0.16% | −1,909−20.4% | Reduced |
| Investors Research Corp | 7,420 | $414.9K | 0.11% | −150−2.0% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $414.7K | 0.21% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,376 | $412.4K | 0.06% | +31+0.4% | Added |
| Thrive Capital Management, LLC | 7,380 | $411.0K | 0.26% | +219+3.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,349 | $410.9K | 0.08% | +471+6.8% | Added |
| IFG Advisory, LLC | 7,315 | $409.0K | 0.04% | +191+2.7% | Added |
| Adalta Capital Management LLC | 7,300 | $408.0K | 0.29% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 7,283 | $407.0K | 0.00% | +7,283 | New |
| Narwhal Capital Management | 7,249 | $405.3K | 0.05% | −44,379−86.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,230 | $404.3K | 0.03% | −794−9.9% | Reduced |
| Dearborn Partners LLC | 7,199 | $402.5K | 0.02% | −313−4.2% | Reduced |
| Summit Financial Group Inc | 7,191 | $402.0K | 0.16% | 00.0% | Unchanged |
| Boston Family Office LLC | 7,205 | $402.0K | 0.03% | −5,429−43.0% | Reduced |
| Summit X, LLC | 7,174 | $401.1K | 0.10% | −159−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,125 | $398.4K | 0.01% | −255−3.5% | Reduced |
| Catalyst Financial Partners LLC | 7,105 | $397.2K | 0.17% | +7,105 | New |
| Coldstream Capital Management Inc | 7,097 | $396.8K | 0.01% | +1,093+18.2% | Added |
| Hunter Associates Investment Management LLC | 7,054 | $395.0K | 0.08% | −100−1.4% | Reduced |
| Parsons Capital Management Inc | 7,031 | $393.1K | 0.03% | −40−0.6% | Reduced |
| Franklin Street Advisors Inc | 7,036 | $393.0K | 0.04% | −410−5.5% | Reduced |
| Epoch Investment Partners, Inc. | 7,005 | $391.6K | 0.00% | −37,995−84.4% | Reduced |
| Welch & Forbes LLC | 6,994 | $391.0K | 0.01% | −355−4.8% | Reduced |
| Northwest Bancshares, Inc. | 6,872 | $384.2K | 0.07% | −85−1.2% | Reduced |
| United Asset Strategies, Inc. | 6,869 | $384.1K | 0.05% | −78,786−92.0% | Reduced |
| Cedrus LLC | 6,866 | $383.9K | 0.27% | +788+13.0% | Added |
| Fukoku Mutual Life Insurance Co | 6,860 | $383.5K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 6,842 | $382.5K | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,834 | $382.1K | 0.01% | −2,680−28.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,820 | $381.3K | 0.02% | −402−5.6% | Reduced |
| Citadel Advisors LLC | 6,820 | $381.3K | 0.00% | −2,523,621−99.7% | Reduced |
| Ameritas Advisory Services, LLC | 6,747 | $380.8K | 0.02% | −6,562−49.3% | Reduced |
| Salem Investment Counselors Inc | 6,752 | $377.5K | 0.02% | −3,077−31.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,517 | $374.8K | 0.02% | −110−1.7% | Reduced |
| Hyman Charles D | 6,646 | $372.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 6,637 | $371.1K | 0.09% | +6+0.1% | Added |
| Financial Architects, Inc | 6,608 | $369.5K | 0.06% | −578−8.0% | Reduced |
| AFS Financial Group, LLC | 6,602 | $369.1K | 0.25% | +10+0.2% | Added |
| Princeton Capital Management LLC | 6,584 | $368.1K | 0.16% | −60−0.9% | Reduced |
| Valmark Advisers, Inc. | 6,560 | $366.8K | 0.01% | +95+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 6,519 | $364.5K | 0.01% | −1,335−17.0% | Reduced |
| Bartlett & Co. LLC | 6,519 | $364.0K | 0.01% | −1,335−17.0% | Reduced |
| Perpetual Ltd | 6,500 | $363.4K | 0.00% | +6,500 | New |
| Principle Wealth Partners LLC | 6,448 | $360.5K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,425 | $359.2K | 0.03% | +206+3.3% | Added |
| Graypoint LLC | 6,409 | $358.3K | 0.04% | −2,555−28.5% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $357.9K | 0.38% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 6,385 | $357.0K | 0.15% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,380 | $356.7K | 0.01% | −668−9.5% | Reduced |
| Wedmont Private Capital | 6,150 | $356.4K | 0.05% | −312−4.8% | Reduced |
| Delta Financial Group, Inc. | 6,372 | $356.0K | 0.14% | +316+5.2% | Added |
| Newman Dignan & Sheerar, Inc. | 6,351 | $355.1K | 0.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,322 | $353.4K | 0.04% | −811−11.4% | Reduced |
| Sunbelt Securities, Inc. | 6,325 | $352.3K | 0.06% | −1,164−15.5% | Reduced |
| Capital Investment Counsel, Inc | 6,294 | $351.9K | 0.08% | −910−12.6% | Reduced |
| Evergreen Capital Management LLC | 6,290 | $351.7K | 0.02% | +289+4.8% | Added |
| Buckingham Strategic Partners | 6,272 | $350.7K | 0.02% | −1,107−15.0% | Reduced |
| LVW Advisors, LLC | 6,251 | $349.5K | 0.07% | −2,584−29.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,235 | $349.0K | 0.01% | +309+5.2% | Added |
| Midwest Professional Planners, LTD. | 6,240 | $348.9K | 0.17% | +358+6.1% | Added |
| New Hampshire Trust | 6,235 | $348.6K | 0.09% | +305+5.1% | Added |
| Intrust Bank NA | 6,209 | $347.1K | 0.04% | +1,734+38.7% | Added |
| Philadelphia Trust Co | 6,195 | $346.0K | 0.04% | +100+1.6% | Added |
| Summit Asset Management, LLC | 6,176 | $345.3K | 0.10% | −456−6.9% | Reduced |
| CAPROCK Group, Inc. | 6,160 | $344.4K | 0.03% | −1,524−19.8% | Reduced |
| Voya Financial Advisors, Inc. | 6,160 | $343.1K | 0.04% | −1,364−18.1% | Reduced |
| Resources Management Corp | 2,340 | $343.0K | 0.07% | −6,122−72.3% | Reduced |
| Fulcrum Equity Management | 6,094 | $340.7K | 0.32% | +72+1.2% | Added |
| CoreFirst Bank & Trust | 6,076 | $339.7K | 0.25% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,074 | $339.6K | 0.02% | −10−0.2% | Reduced |
| Chicago Trust Co NA | 6,061 | $338.9K | 0.09% | +288+5.0% | Added |
| Sawgrass Asset Management LLC | 6,058 | $338.7K | 0.04% | −251−4.0% | Reduced |
| Verity Asset Management, Inc. | 6,019 | $336.5K | 0.20% | +423+7.6% | Added |
| Daymark Wealth Partners, LLC | 6,015 | $336.3K | 0.04% | +444+8.0% | Added |
| Insigneo Advisory Services, LLC | 6,012 | $336.1K | 0.11% | +351+6.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,002 | $335.6K | 0.12% | +204+3.5% | Added |
| First City Capital Management, Inc. | 5,855 | $334.6K | 0.20% | −23−0.4% | Reduced |
| Klingenstein Fields & Co LP | 5,983 | $334.5K | 0.02% | −5,057−45.8% | Reduced |
| Morningstar Investment Management LLC | 5,974 | $334.0K | 0.05% | +646+12.1% | Added |
| Morris Retirement Advisors, LLC | 5,960 | $333.2K | 0.24% | +2,116+55.0% | Added |
| Congress Wealth Management LLC | 5,921 | $331.1K | 0.01% | +1,715+40.8% | Added |
| Vise Technologies, Inc. | 5,870 | $328.2K | 0.09% | −583−9.0% | Reduced |