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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 35,627 | $1.85M | 0.01% | +21,433+151.0% | Added |
| Siemens Fonds Invest GmbH | 36,363 | $1.87M | 0.18% | −992−2.7% | Reduced |
| First County Bank | 36,278 | $1.88M | 0.91% | +1,516+4.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,337 | $1.88M | 1.39% | −300−0.8% | Reduced |
| Umb Bank N A | 36,349 | $1.88M | 0.03% | +595+1.7% | Added |
| Metropolitan Life Insurance Co | 36,429 | $1.89M | 0.09% | −841−2.3% | Reduced |
| Providence Capital Advisors, LLC | 36,544 | $1.89M | 0.48% | +552+1.5% | Added |
| Redwood Investment Management, LLC | 36,723 | $1.90M | 0.20% | +2,277+6.6% | Added |
| Sigma Planning Corp | 37,551 | $1.94M | 0.07% | −6,050−13.9% | Reduced |
| Raymond James Trust N.A. | 37,957 | $1.97M | 0.06% | +1,094+3.0% | Added |
| Trust Co of Toledo NA | 37,991 | $1.97M | 0.33% | +4,619+13.8% | Added |
| Central Trust Co | 38,106 | $1.97M | 0.06% | −3,725−8.9% | Reduced |
| Econ Financial Services Corp | 38,182 | $1.98M | 1.40% | +342+0.9% | Added |
| Manhattan West Asset Management, LLC | 38,213 | $1.98M | 0.74% | +11,093+40.9% | Added |
| Atria Wealth Solutions, Inc. | 38,221 | $1.98M | 0.03% | +8,862+30.2% | Added |
| Colonial River Wealth Management, LLC | 38,241 | $1.98M | 1.30% | −2,871−7.0% | Reduced |
| Redmond Asset Management, LLC | 38,298 | $1.98M | 0.64% | +283+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 38,750 | $2.01M | 0.55% | −2,673−6.5% | Reduced |
| Stoneridge Investment Partners LLC | 38,926 | $2.02M | 0.88% | +9,663+33.0% | Added |
| Crossmark Global Holdings, Inc. | 37,725 | $2.02M | 0.04% | −1,370−3.5% | Reduced |
| Slocum, Gordon & Co LLP | 39,031 | $2.02M | 1.70% | −785−2.0% | Reduced |
| Courier Capital LLC | 39,059 | $2.02M | 0.16% | +39,059 | New |
| Fulton Bank, N.A. | 39,083 | $2.02M | 0.10% | +3,554+10.0% | Added |
| Schnieders Capital Management LLC | 39,310 | $2.04M | 0.43% | +23,690+151.7% | Added |
| Tiaa, FSB | 39,433 | $2.04M | 0.01% | +380+1.0% | Added |
| Community Bank, N.A. | 39,461 | $2.04M | 0.27% | −16,162−29.1% | Reduced |
| Anchor Investment Management, LLC | 39,494 | $2.05M | 0.26% | −1,061−2.6% | Reduced |
| Pinnacle Associates Ltd | 39,802 | $2.06M | 0.04% | +7,398+22.8% | Added |
| Virginia Wealth Management Group, Inc. | 39,807 | $2.06M | 1.41% | −9,497−19.3% | Reduced |
| Ally Financial Inc. | 40,000 | $2.07M | 0.29% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 40,356 | $2.09M | 0.03% | −5,332−11.7% | Reduced |
| New Mexico Educational Retirement Board | 40,473 | $2.10M | 0.09% | +1,900+4.9% | Added |
| Smith, Salley & Associates | 40,740 | $2.11M | 0.16% | −3,187−7.3% | Reduced |
| BTC Capital Management, Inc. | 41,020 | $2.12M | 0.23% | +928+2.3% | Added |
| Ascent Group, LLC | 43,009 | $2.12M | 0.23% | +6,052+16.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 40,982 | $2.12M | 0.45% | +40,982 | New |
| HRT Financial LP | 41,339 | $2.14M | 0.02% | +41,339 | New |
| Exchange Capital Management, Inc. | 41,432 | $2.15M | 0.40% | +77+0.2% | Added |
| SWS Partners | 41,648 | $2.16M | 0.78% | +1,531+3.8% | Added |
| Hall Private Wealth Advisors | 42,579 | $2.21M | 1.19% | −2,319−5.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,598 | $2.21M | 0.04% | +28,532+202.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.21M | 0.05% | −93,776−68.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 43,135 | $2.23M | 0.30% | −693−1.6% | Reduced |
| NovaPoint Capital, LLC | 43,149 | $2.23M | 0.83% | +400+0.9% | Added |
| Simplex Trading, LLC | 43,268 | $2.24M | 0.10% | −31,047−41.8% | Reduced |
| Pinebridge Investments, L.P. | 43,489 | $2.25M | 0.02% | +41,854+2,559.9% | Added |
| Metis Global Partners, LLC | 43,569 | $2.26M | 0.12% | +17,439+66.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,761 | $2.27M | 0.03% | −295−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,826 | $2.27M | 0.09% | −434−1.0% | Reduced |
| Vectors Research Management, LLC | 43,834 | $2.27M | 0.65% | −12,747−22.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,991 | $2.28M | 0.25% | −1,827−4.0% | Reduced |
| Bill Few Associates, Inc. | 44,512 | $2.31M | 1.19% | +1,300+3.0% | Added |
| Argent Trust Co | 44,692 | $2.31M | 0.13% | +3,767+9.2% | Added |
| Nordea Investment Management AB | 44,824 | $2.32M | 0.00% | +1,167+2.7% | Added |
| National Asset Management, Inc. | 44,877 | $2.32M | 0.05% | +4,819+12.0% | Added |
| Cetera Advisors LLC | 44,945 | $2.33M | 0.04% | +3,683+8.9% | Added |
| Hartford Financial Management Inc. | 46,021 | $2.38M | 0.59% | +3,505+8.2% | Added |
| Alpha Omega Wealth Management LLC | 47,580 | $2.46M | 0.42% | +512+1.1% | Added |
| Gotham Asset Management, LLC | 47,700 | $2.47M | 0.05% | +10,787+29.2% | Added |
| Mercer Global Advisors Inc | 47,705 | $2.47M | 0.01% | −8,589−15.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 48,864 | $2.53M | 0.33% | −371−0.8% | Reduced |
| Stephens Inc | 49,286 | $2.55M | 0.05% | −4,212−7.9% | Reduced |
| Toth Financial Advisory Corp | 49,472 | $2.56M | 0.37% | −198−0.4% | Reduced |
| JustInvest LLC | 50,065 | $2.59M | 0.08% | +4,740+10.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 50,144 | $2.60M | 0.28% | +175+0.4% | Added |
| Independent Advisor Alliance | 50,584 | $2.62M | 0.12% | +3,054+6.4% | Added |
| Everett Harris & Co | 51,129 | $2.65M | 0.04% | +19,075+59.5% | Added |
| Bradley Foster & Sargent Inc | 51,169 | $2.65M | 0.06% | +1,672+3.4% | Added |
| Blair William & Co | 51,664 | $2.68M | 0.01% | −8,421−14.0% | Reduced |
| Louisiana State Employees Retirement System | 51,700 | $2.68M | 0.06% | −2,500−4.6% | Reduced |
| Dakota Wealth Management | 51,798 | $2.68M | 0.13% | −262−0.5% | Reduced |
| D.A. Davidson & Co. | 51,932 | $2.69M | 0.03% | +474+0.9% | Added |
| Rockefeller Capital Management L.P. | 52,050 | $2.70M | 0.01% | +3,365+6.9% | Added |
| KBC Group NV | 52,444 | $2.72M | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 52,620 | $2.73M | 0.81% | +230+0.4% | Added |
| Richard Bernstein Advisors LLC | 52,983 | $2.74M | 0.06% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 53,642 | $2.78M | 0.05% | −964−1.8% | Reduced |
| Ergoteles LLC | 54,220 | $2.81M | 0.13% | +54,220 | New |
| SG Americas Securities, LLC | 54,373 | $2.82M | 0.02% | +50,937+1,482.5% | Added |
| Lockheed Martin Investment Management Co | 55,000 | $2.85M | 0.16% | +5,700+11.6% | Added |
| 3Chopt Investment Partners, LLC | 55,635 | $2.88M | 1.44% | −768−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 55,786 | $2.89M | 0.03% | −60,918−52.2% | Reduced |
| Wallington Asset Management, LLC | 56,093 | $2.90M | 0.52% | −549−1.0% | Reduced |
| Charter Trust Co | 56,308 | $2.92M | 0.22% | +7,194+14.6% | Added |
| Cornerstone Advisors, LLC | 57,600 | $2.98M | 0.14% | +57,600 | New |
| Carret Asset Management, LLC | 57,994 | $3.00M | 0.40% | +1,787+3.2% | Added |
| Carson Advisory Inc. | 58,117 | $3.01M | 2.54% | +7,730+15.3% | Added |
| Trust Co of Vermont | 58,269 | $3.02M | 0.20% | −21,055−26.5% | Reduced |
| Hartford Investment Management Co | 58,405 | $3.02M | 0.11% | −11,681−16.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 58,710 | $3.04M | 0.57% | +5,310+9.9% | Added |
| Kestra Advisory Services, LLC | 59,280 | $3.07M | 0.03% | +1,456+2.5% | Added |
| Robinson Value Management, Ltd. | 59,555 | $3.08M | 2.23% | +1,021+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,799 | $3.15M | 0.02% | +60,799 | New |
| Sepio Capital, LP | 60,717 | $3.16M | 0.26% | −1,013−1.6% | Reduced |
| Putnam Investments LLC | 61,012 | $3.16M | 0.00% | +1,717+2.9% | Added |
| Commerce Bank | 61,229 | $3.17M | 0.02% | −2,439−3.8% | Reduced |
| Bridge Creek Capital Management LLC | 61,378 | $3.18M | 1.14% | +1,666+2.8% | Added |
| Quantitative Investment Management, LLC | 61,457 | $3.18M | 0.30% | −3,240−5.0% | Reduced |
| Pacer Advisors, Inc. | 62,433 | $3.23M | 0.01% | −776−1.2% | Reduced |
| Prospera Financial Services Inc | 62,456 | $3.23M | 0.12% | +12,261+24.4% | Added |