Skip to main content

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.

Institutional holdersQ2 2023: 1,287 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ2 2023: $31.1B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$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
InstitutionSharesValue% of portfolioChange in sharesAction
Schonfeld Strategic Advisors LLC0$00.00%−25,127−100.0%Sold out
Chronos Wealth Management, LLC0$00.00%−23,301−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−21,137−100.0%Sold out
Balentine LLC0$00.00%−21,085−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−20,772−100.0%Sold out
Goelzer Investment Management, Inc.0$00.00%−18,693−100.0%Sold out
Group One Trading, L.P.0$00.00%−18,029−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−17,662−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−16,856−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−15,171−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−14,856−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−13,597−100.0%Sold out
Bridgewater Associates, LP0$00.00%−12,589−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−12,059−100.0%Sold out
DFPG Investments, LLC0$00.00%−11,885−100.0%Sold out
Callahan Advisors, LLC0$00.00%−11,184−100.0%Sold out
Lion Street Advisors, LLC0$00.00%−10,870−100.0%Sold out
West Family Investments, Inc.0$00.00%−10,676−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−10,608−100.0%Sold out
Center For Asset Management LLC0$00.00%−10,449−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−9,170−100.0%Sold out
Desjardins Global Asset Management Inc.0$00.00%−8,288−100.0%Sold out
Bigelow Investment Advisors, LLC0$00.00%−8,126−100.0%Sold out
Wright Investors Service Inc0$00.00%−8,115−100.0%Sold out
IFG Advisory, LLC0$00.00%−7,315−100.0%Sold out
Franklin Street Advisors Inc0$00.00%−7,036−100.0%Sold out
Citizens Financial Group Inc0$00.00%−6,834−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−6,385−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−6,290−100.0%Sold out
LVW Advisors, LLC0$00.00%−6,251−100.0%Sold out
AIA Group Ltd0$00.00%−5,867−100.0%Sold out
First Fiduciary Investment Counsel, Inc.0$00.00%−5,685−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−5,650−100.0%Sold out
Investment House LLC0$00.00%−5,484−100.0%Sold out
Principal Street Partners, LLC0$00.00%−5,309−100.0%Sold out
MKT Advisors LLC0$00.00%−5,142−100.0%Sold out
Clifford Swan Investment Counsel LLC0$00.00%−5,259−100.0%Sold out
Old North State Trust, LLC0$00.00%−5,257−100.0%Sold out
Milestone Advisory Partners0$00.00%−5,201−100.0%Sold out
FirstPurpose Wealth LLC0$00.00%−5,083−100.0%Sold out
Apriem Advisors0$00.00%−5,042−100.0%Sold out
Bristol John W & Co Inc0$00.00%−5,000−100.0%Sold out
CRA Financial Services, LLC0$00.00%−4,854−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−4,791−100.0%Sold out
Sowell Financial Services LLC0$00.00%−4,768−100.0%Sold out
MainStreet Investment Advisors LLC0$00.00%−4,719−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−4,581−100.0%Sold out
Latitude Advisors, LLC0$00.00%−4,503−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−4,162−100.0%Sold out
Main Street Research LLC0$00.00%−4,261−100.0%Sold out
Sandbox Financial Partners, LLC0$00.00%−4,220−100.0%Sold out
Connectus Wealth, LLC0$00.00%−4,212−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−4,197−100.0%Sold out
Ipswich Investment Management Co., Inc.0$00.00%−4,151−100.0%Sold out
Beacon Investment Advisors LLC0$00.00%−4,103−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−4,088−100.0%Sold out
ELCO Management Co., LLC0$00.00%−4,075−100.0%Sold out
Arden Trust Co0$00.00%−3,979−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−3,943−100.0%Sold out
Austin Private Wealth, LLC0$00.00%−3,939−100.0%Sold out
NBW Capital LLC0$00.00%−3,875−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−3,871−100.0%Sold out
Nilsine Partners, LLC0$00.00%−3,862−100.0%Sold out
Howard Capital Management Group, LLC0$00.00%−3,829−100.0%Sold out
44 Wealth Management LLC0$00.00%−3,808−100.0%Sold out
Charter Research & Investment Group, Inc.0$00.00%−3,800−100.0%Sold out
Eastern Bank0$00.00%−3,755−100.0%Sold out
Cypress Wealth Services, LLC0$00.00%−3,730−100.0%Sold out
Fagan Associates, Inc.0$00.00%−3,716−100.0%Sold out
Checchi Capital Advisers, LLC0$00.00%−3,715−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−3,703−100.0%Sold out
Morris Financial Concepts, Inc.0$00.00%−3,691−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−3,689−100.0%Sold out
Marex Group plc0$00.00%−3,668−100.0%Sold out
Garner Asset Management Corp0$00.00%−3,660−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−3,567−100.0%Sold out
Goldstone Financial Group, LLC0$00.00%−3,658−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−3,642−100.0%Sold out
CJM Wealth Advisers, Ltd.0$00.00%−3,635−100.0%Sold out
Fiducient Advisors LLC0$00.00%−3,631−100.0%Sold out
Doliver Advisors, LP0$00.00%−3,625−100.0%Sold out
Benchmark Wealth Management, LLC0$00.00%−3,474−100.0%Sold out
Axq Capital, LP0$00.00%−3,590−100.0%Sold out
Oxford Financial Group Ltd0$00.00%−3,579−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−2,546−100.0%Sold out
US Asset Management LLC0$00.00%−2,487−100.0%Sold out
Cary Street Partners Asset Management LLC0$00.00%−2,246−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,648−100.0%Sold out
Ellevest, Inc.0$00.00%−1,200−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,000−100.0%Sold out
Carderock Capital Management Inc0$00.00%−600−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−585−100.0%Sold out
NewSquare Capital LLC0$00.00%−363−100.0%Sold out
DT Investment Partners, LLC0$00.00%−310−100.0%Sold out
Accel Wealth Management0$00.00%−255−100.0%Sold out
Chilton Capital Management LLC0$00.00%−127−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−119−100.0%Sold out
First Community Trust NA0$00.00%−100−100.0%Sold out
Antonetti Capital Management LLC0$00.00%−92−100.0%Sold out
Halpern Financial, Inc.0$00.00%−81−100.0%Sold out