Dominion Energy, Inc

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000715957

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Dominion Energy, Inc as of Jun 30, 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: 1,287; −31 vs. Q1 2023
Shares held: 599.2M; +8.67M (+1.5%) vs. Q1 2023
Total value: $31.1B; −$1.96B (−5.9%) vs. Q1 2023
New holders: 90; 482 more added
Sold out: 121; 527 more reduced

10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,287 institutions

Value heldQ2 2023: $31.1B

Institutions holding D and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2023.

Institutions holding D in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Silicon Valley Capital Partners	0	$7	0.00%	0	New
Comerica Bank	43,381	$153	0.02%	+43,381	New
JJJ Advisors Inc.	4	$208	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$259	0.00%	00.0%	Unchanged
25 LLC	9	$478	0.00%	+9	New
Delos Wealth Advisors, LLC	12	$622	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$622	0.00%	+2+20.0%	Added
Sofos Investments, Inc.	1,925	$631	0.00%	+1,809+1,559.5%	Added
Timber Creek Capital Management LLC	13	$695	0.00%	+13	New
Prestige Wealth Management Group LLC	15	$777	0.00%	−175−92.1%	Reduced
Transamerica Financial Advisors, Inc.	19	$1.00K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	24	$1.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	21	$1.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	34	$1.00K	0.00%	+34	New
Impact Partnership Wealth, LLC	20	$1.04K	0.00%	+20	New
Financial Synergies Wealth Advisors, Inc.	21	$1.09K	0.00%	+21	New
Eagle Bay Advisors LLC	22	$1.14K	0.00%	−4−15.4%	Reduced
Stephens Consulting, LLC	24	$1.24K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	28	$1.45K	0.00%	−1−3.4%	Reduced
Atlas Capital Advisors LLC	28	$1.45K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	29	$1.50K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	36	$1.86K	0.00%	00.0%	Unchanged
TFC Financial Management	38	$1.99K	0.00%	−2−5.0%	Reduced
SkyView Investment Advisors, LLC	43	$2.00K	0.00%	+12+38.7%	Added
Eukles Asset Management	40	$2.07K	0.00%	00.0%	Unchanged
TD Waterhouse Canada Inc.	42	$2.21K	0.00%	+42	New
Lansing Street Advisors	43	$2.22K	0.00%	+1+2.4%	Added
Bradley & Co. Private Wealth Management, LLC	44	$2.28K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	44	$2.28K	0.00%	+44	New
Beaird Harris Wealth Management, LLC	50	$2.59K	0.00%	00.0%	Unchanged
Estabrook Capital Management	52	$2.69K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	55	$2.86K	0.00%	−20−26.7%	Reduced
Ritter Daniher Financial Advisory LLC	62	$3.21K	0.00%	+62	New
Raffa Wealth Management, LLC	67	$3.47K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	72	$3.73K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	75	$3.98K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	84	$4.17K	0.00%	+84	New
Northwest Capital Management Inc	83	$4.30K	0.00%	+83	New
Kayne Anderson Rudnick Investment Management LLC	84	$4.35K	0.00%	−73−46.5%	Reduced
Mascoma Wealth Management LLC	100	$4.93K	0.00%	−25−20.0%	Reduced
St. Johns Investment Management Company, LLC	100	$5.18K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	100	$5.18K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	100	$5.26K	0.00%	−583−85.4%	Reduced
Legend Financial Advisors, Inc.	111	$5.75K	0.00%	+37+50.0%	Added
Loomis Sayles & Co L P	110	$6.00K	0.00%	+76+223.5%	Added
MB, Levis & Associates, LLC	126	$6.54K	0.00%	+1+0.8%	Added
Intelligent Financial Strategies	127	$6.58K	0.00%	00.0%	Unchanged
Newton One Investments LLC	134	$6.92K	0.00%	+2+1.5%	Added
Your Advocates Ltd., LLP	134	$6.94K	0.00%	00.0%	Unchanged
Avion Wealth	144	$7.00K	0.00%	+28+24.1%	Added
Bray Capital Advisors	143	$7.38K	0.00%	−1,198−89.3%	Reduced
Trust Co	150	$7.77K	0.00%	−460−75.4%	Reduced
Nemes Rush Group LLC	154	$7.98K	0.00%	+154	New
AlphaMark Advisors, LLC	150	$8.00K	0.00%	00.0%	Unchanged
Archer Investment Corp	157	$8.13K	0.00%	+47+42.7%	Added
Solstein Capital, LLC	185	$9.58K	0.01%	00.0%	Unchanged
American National Bank	190	$9.84K	0.00%	00.0%	Unchanged
First PREMIER Bank	200	$10.0K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	200	$10.0K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	200	$10.0K	0.01%	00.0%	Unchanged
Cyrus J. Lawrence, LLC	200	$10.0K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	196	$10.0K	0.00%	+195+19,500.0%	Added
West Paces Advisors Inc.	197	$10.2K	0.00%	−200−50.4%	Reduced
JNBA Financial Advisors	200	$10.4K	0.00%	−45−18.4%	Reduced
Federation des caisses Desjardins du Quebec	200	$10.4K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	200	$10.4K	0.00%	+200	New
Perritt Capital Management Inc	202	$10.5K	0.01%	00.0%	Unchanged
First National Bank of South Miami	207	$10.7K	0.01%	−551−72.7%	Reduced
Clearview Wealth Advisors LLC	210	$10.9K	0.01%	−67−24.2%	Reduced
Winch Advisory Services, LLC	205	$11.0K	0.00%	+2+1.0%	Added
GW&K Investment Management, LLC	211	$11.0K	0.00%	+211	New
Chelsea Counsel Co	213	$11.0K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	210	$11.0K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	224	$11.6K	0.01%	+2+0.9%	Added
McIlrath & Eck, LLC	230	$11.9K	0.00%	00.0%	Unchanged
Safeguard Financial, LLC	241	$12.0K	0.01%	+241	New
Baldwin Brothers Inc	232	$12.0K	0.00%	00.0%	Unchanged
Legacy Bridge, LLC	245	$12.7K	0.01%	00.0%	Unchanged
Thompson Investment Management, Inc.	249	$12.9K	0.00%	+34+15.8%	Added
Bellevue Asset Management, LLC	255	$13.2K	0.01%	+1+0.4%	Added
Baker Avenue Asset Management, LP	256	$13.3K	0.00%	+43+20.2%	Added
AXS Investments LLC	257	$13.3K	0.00%	−210−45.0%	Reduced
JFS Wealth Advisors, LLC	268	$13.9K	0.00%	−1,664−86.1%	Reduced
Tradition Wealth Management, LLC	278	$14.0K	0.00%	−16−5.4%	Reduced
Highlander Capital Management, LLC	267	$14.0K	0.01%	00.0%	Unchanged
Bollard Group LLC	273	$14.0K	0.00%	+75+37.9%	Added
FSC Wealth Advisors, LLC	274	$14.2K	0.01%	00.0%	Unchanged
MRP Capital Investments, LLC	277	$14.4K	0.01%	+3+1.1%	Added
Miller Wealth Advisors, LLC	280	$14.5K	0.01%	−621−68.9%	Reduced
Strategic Investment Solutions, Inc.	303	$14.9K	0.00%	−866−74.1%	Reduced
Tilia Fiduciary Partners, Inc.	290	$15.0K	0.01%	−40−12.1%	Reduced
Abound Wealth Management	291	$15.1K	0.01%	+81+38.6%	Added
Horizons Wealth Management	300	$15.5K	0.01%	+300	New
SRS Capital Advisors, Inc.	301	$15.6K	0.00%	−191−38.8%	Reduced
Gables Capital Management Inc.	320	$16.6K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	322	$16.7K	0.00%	−182−36.1%	Reduced
West Financial Advisors, LLC	326	$16.9K	0.00%	+326	New
Bell Investment Advisors, Inc	331	$17.1K	0.00%	−107−24.4%	Reduced
CGC Financial Services, LLC	339	$17.6K	0.01%	+339	New
PSI Advisors, LLC	346	$17.9K	0.01%	+13+3.9%	Added