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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,127−100.0% | Sold out |
| Chronos Wealth Management, LLC | 0 | $0 | 0.00% | −23,301−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,137−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −21,085−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −20,772−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −18,693−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −18,029−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −17,662−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,856−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −15,171−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,856−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −13,597−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −12,059−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −11,885−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −10,676−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −10,608−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −10,449−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,170−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −8,288−100.0% | Sold out |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −8,115−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −7,036−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| First Fiduciary Investment Counsel, Inc. | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −5,257−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −5,083−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −5,042−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −4,791−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Beacon Investment Advisors LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −3,979−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Charter Research & Investment Group, Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Morris Financial Concepts, Inc. | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| CJM Wealth Advisers, Ltd. | 0 | $0 | 0.00% | −3,635−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| Benchmark Wealth Management, LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |