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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.

Q2 2023 vs. Q1 2023

How the institutions holding Dominion Energy, Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of D: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,328101,287−31
Shares590.7M153.5K599.2M+8.67M (+1.5%)
Value$33.0B$7.62M$31.1B−$1.96B (−5.9%)

10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Dominion Energy, Inc at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to D in Q2 2023
InstitutionSharesValue% of portfolio
UniSuper Management Pty Ltd3,548,121$183.8M2.09%
AustralianSuper Pty Ltd413,612$21.4M0.14%
Marshall Wace, LLP282,616$14.6M0.03%
Twin Tree Management, LP146,034$7.56M0.16%
Clear Street LLC112,700$5.84M0.14%
Walleye Capital LLC69,836$3.62M0.06%
Teilinger Capital Ltd.67,400$3.49M1.26%
Connor, Clark & Lunn Investment Management Ltd.60,799$3.15M0.02%
Cornerstone Advisors, LLC57,600$2.98M0.14%
Ergoteles LLC54,220$2.81M0.13%
HRT Financial LP41,339$2.14M0.02%
B.O.S.S. Retirement Advisors, LLC40,982$2.12M0.45%
Courier Capital LLC39,059$2.02M0.16%
GTS Securities LLC21,098$1.09M0.03%
St Germain D J Co Inc18,033$933.9K0.05%
ORG Partners LLC16,919$889.6K0.14%
Centiva Capital, LP14,443$748.0K0.04%
Gsa Capital Partners LLP13,110$679.0K0.07%
Fox Run Management, L.L.C.12,893$667.7K0.19%
HBW Advisory Services LLC12,627$654.0K0.14%
Ballentine Partners, LLC11,825$612.4K0.01%
Chiron Investment Management, LLC11,625$602.1K0.17%
Machina Capital S.A.S.10,847$561.8K0.32%
Keystone Financial Group9,647$499.6K0.08%
Phoenix Wealth Advisors9,627$498.6K0.29%
Wealth Enhancement Advisory Services, LLC9,503$492.2K0.01%
Cipher Capital LP9,382$485.9K0.08%
Balyasny Asset Management LLC9,219$477.5K0.00%
Garde Capital, Inc.8,400$435.0K0.04%
Invesco, LLC7,750$401.4K0.20%
Centennial Wealth Advisory LLC7,732$400.4K0.21%
Cordatus Wealth Management LLC7,689$398.0K0.15%
TCG Advisory Services, LLC7,651$396.2K0.07%
Asset Management Resources, LLC7,584$392.8K0.24%
Versor Investments LP7,233$374.6K0.06%
Asahi Life Asset Management Co., Ltd.6,780$351.1K0.12%
Alpha Family Trust6,720$348.0K0.24%
Jeppson Wealth Management, LLC6,136$317.8K0.14%
MEMBERS Trust Co5,953$308.3K0.01%
EA Series Trust5,934$307.3K0.01%
Sentry Investment Management LLC5,800$300.0K0.11%
Pine Valley Investments Ltd Liability Co5,628$291.5K0.03%
Slagle Financial, LLC5,539$286.9K0.18%
Personal Cfo Solutions, LLC4,997$258.8K0.05%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund4,800$249.0K0.00%
Glass Jacobson Investment Advisors llc4,711$244.0K0.11%
Jump Financial, LLC4,513$233.7K0.01%
Quantamental Technologies LLC4,443$230.1K0.10%
Marotta Asset Management4,398$227.8K0.05%
Ballast, Inc.4,233$219.2K0.08%
RiverFront Investment Group, LLC4,229$219.0K0.01%
Prairie Sky Financial Group LLC4,212$218.2K0.15%
Exchange Bank4,181$216.5K0.21%
Financial Engines Advisors L.L.C.4,179$216.4K0.00%
Meridian Financial, LLC4,143$214.6K0.19%
Summit Trail Advisors, LLC4,128$213.8K0.01%
Golden State Equity Partners4,059$210.2K0.06%
Tyler-Stone Wealth Management3,972$206.0K0.12%
Lake Hills Wealth Management, LLC3,869$200.4K0.22%
Kepos Capital LP3,850$199.0K0.04%
Union Savings Bank2,070$110.8K0.07%
Alaska Permanent Fund Corp2,013$104.3K0.00%
Lumature Wealth Partners, LLC2,000$103.6K0.06%
Cornerstone Planning Group LLC1,771$91.7K0.04%
Quarry LP1,536$79.5K0.05%
V-Square Quantitative Management LLC1,484$76.9K0.06%
Global Wealth Management Investment Advisory, Inc.1,359$70.4K0.02%
Horizon Bancorp Inc900$47.0K0.03%
Coppell Advisory Solutions LLC868$45.0K0.01%
Fiduciary Alliance LLC729$37.8K0.01%
Cherry Tree Wealth Management, LLC710$36.8K0.01%
CGC Financial Services, LLC339$17.6K0.01%
West Financial Advisors, LLC326$16.9K0.00%
Horizons Wealth Management300$15.5K0.01%
Safeguard Financial, LLC241$12.0K0.01%
GW&K Investment Management, LLC211$11.0K0.00%
RFP Financial Group LLC200$10.4K0.00%
Nemes Rush Group LLC154$7.98K0.00%
Northwest Capital Management Inc83$4.30K0.00%
GHP Investment Advisors, Inc.84$4.17K0.00%
Ritter Daniher Financial Advisory LLC62$3.21K0.00%
Tortoise Investment Management, LLC44$2.28K0.00%
TD Waterhouse Canada Inc.42$2.21K0.00%
Financial Synergies Wealth Advisors, Inc.21$1.09K0.00%
Impact Partnership Wealth, LLC20$1.04K0.00%
Coston, McIsaac & Partners34$1.00K0.00%
Timber Creek Capital Management LLC13$6950.00%
25 LLC9$4780.00%
Comerica Bank43,381$1530.02%
Silicon Valley Capital Partners0$70.00%

Sold out (121)

Institutions that held Dominion Energy, Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 121 by value.

Institutions that sold out of D in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Capital World Investors2,131,442$119.2M
Electron Capital Partners, LLC1,564,713$87.5M
Cinctive Capital Management LP242,828$13.6M
Aigen Investment Management, LP240,294$13.4M
Adage Capital Partners GP, L.L.C.109,411$6.12M
Employees Retirement System of Texas109,000$6.09M
Viking Fund Management LLC105,000$5.87M
PointState Capital LP98,402$5.50M
FORA Capital, LLC78,617$4.40M
Synergy Financial Management, LLC56,429$3.15M
Legacy CG, LLC35,981$2.01M
Tealwood Asset Management Inc34,867$1.95M
D L Carlson Investment Group Inc27,202$1.52M
Schonfeld Strategic Advisors LLC25,127$1.40M
Chronos Wealth Management, LLC23,301$1.30M
Occudo Quantitative Strategies LP21,137$1.18M
Balentine LLC21,085$1.18M
Baker Tilly Wealth Management, LLC20,772$1.16M
Goelzer Investment Management, Inc.18,693$1.05M
Group One Trading, L.P.18,029$1.01M
Shufro Rose & Co LLC17,662$987.5K
Edgestream Partners, L.P.16,856$942.4K
Banque Pictet & Cie SA15,171$848.2K
Healthcare of Ontario Pension Plan Trust Fund14,856$830.6K
RSM US Wealth Management LLC13,597$760.2K
Bridgewater Associates, LP12,589$703.9K
CM Wealth Advisors LLC12,059$677.0K
DFPG Investments, LLC11,885$664.5K
Callahan Advisors, LLC11,184$625.3K
Lion Street Advisors, LLC10,870$607.8K
West Family Investments, Inc.10,676$596.9K
Acrisure Capital Management, LLC10,608$593.1K
Center For Asset Management LLC10,449$584.2K
Petrus Trust Company, LTA9,170$512.7K
Desjardins Global Asset Management Inc.8,288$463.0K
Bigelow Investment Advisors, LLC8,126$454.3K
Wright Investors Service Inc8,115$453.7K
IFG Advisory, LLC7,315$409.0K
Franklin Street Advisors Inc7,036$393.0K
Citizens Financial Group Inc6,834$382.1K
High Net Worth Advisory Group LLC6,385$357.0K
Evergreen Capital Management LLC6,290$351.7K
LVW Advisors, LLC6,251$349.5K
AIA Group Ltd5,867$328.0K
First Fiduciary Investment Counsel, Inc.5,685$318.0K
Waterloo Capital, L.P.5,650$315.9K
Investment House LLC5,484$306.6K
Principal Street Partners, LLC5,309$296.8K
MKT Advisors LLC5,142$295.2K
Clifford Swan Investment Counsel LLC5,259$294.0K
Old North State Trust, LLC5,257$294.0K
Milestone Advisory Partners5,201$290.8K
FirstPurpose Wealth LLC5,083$284.2K
Apriem Advisors5,042$281.9K
Bristol John W & Co Inc5,000$279.6K
CRA Financial Services, LLC4,854$271.4K
Essex Financial Services, Inc.4,791$267.9K
Sowell Financial Services LLC4,768$267.0K
MainStreet Investment Advisors LLC4,719$263.8K
Berkshire Asset Management LLC4,581$256.1K
Latitude Advisors, LLC4,503$251.8K
Roman Butler Fullerton & Co4,162$238.5K
Main Street Research LLC4,261$238.2K
Sandbox Financial Partners, LLC4,220$236.0K
Connectus Wealth, LLC4,212$235.6K
Alliance Wealth Advisors, LLC4,197$234.7K
Ipswich Investment Management Co., Inc.4,151$232.1K
Beacon Investment Advisors LLC4,103$229.4K
Cable Hill Partners, LLC4,088$228.6K
ELCO Management Co., LLC4,075$227.8K
Arden Trust Co3,979$223.0K
International Assets Investment Management, LLC3,943$220.4K
Austin Private Wealth, LLC3,939$220.2K
NBW Capital LLC3,875$216.7K
Coastal Investment Advisors, Inc.3,871$216.4K
Nilsine Partners, LLC3,862$215.9K
Howard Capital Management Group, LLC3,829$214.1K
44 Wealth Management LLC3,808$212.9K
Charter Research & Investment Group, Inc.3,800$212.5K
Eastern Bank3,755$209.9K
Cypress Wealth Services, LLC3,730$208.5K
Fagan Associates, Inc.3,716$207.8K
Checchi Capital Advisers, LLC3,715$207.7K
Segall Bryant & Hamill, LLC3,703$207.0K
Morris Financial Concepts, Inc.3,691$206.3K
Thoroughbred Financial Services, LLC3,689$206.0K
Marex Group plc3,668$205.1K
Garner Asset Management Corp3,660$205.0K
UMA Financial Services, Inc.3,567$204.8K
Goldstone Financial Group, LLC3,658$204.5K
Cornerstone Wealth Management, LLC3,642$203.6K
CJM Wealth Advisers, Ltd.3,635$203.2K
Fiducient Advisors LLC3,631$203.0K
Doliver Advisors, LP3,625$202.7K
Benchmark Wealth Management, LLC3,474$201.2K
Axq Capital, LP3,590$200.7K
Oxford Financial Group Ltd3,579$200.1K
Virtus Investment Advisers, Inc.2,546$142.3K
US Asset Management LLC2,487$139.0K
Cary Street Partners Asset Management LLC2,246$125.6K

Not filed for Q2 2023 yet (10)

Institutions that held Dominion Energy, Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding D in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
HNP Capital LLC51,096$2.86M
Catalyst Wealth Management, LLC19,016$1.06M
Parsec Financial Management, Inc.13,969$781.0K
Old Port Advisors13,301$772.5K
SS&H Financial Advisors, Inc.13,243$740.4K
Pathway Financial Advisers, LLC13,034$728.7K
Investment Management of Virginia LLC9,882$552.5K
Householder Group Estate & Retirement Specialist, LLC1,204$67.0K
Ahrens Investment Partners LLC1,100$61.5K
Altman Advisors, Inc.17,666$985