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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 349 | $18.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 353 | $18.3K | 0.01% | +103+41.2% | Added |
| DecisionPoint Financial, LLC | 355 | $18.4K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 359 | $18.6K | 0.00% | −977−73.1% | Reduced |
| Venturi Wealth Management, LLC | 367 | $19.0K | 0.00% | −25−6.4% | Reduced |
| Wolff Wiese Magana LLC | 368 | $19.1K | 0.01% | +30+8.9% | Added |
| Covestor Ltd | 392 | $20.0K | 0.02% | −4−1.0% | Reduced |
| Sutton Wealth Advisors Inc. | 391 | $20.3K | 0.01% | −42−9.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $22.3K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 436 | $22.6K | 0.01% | +46+11.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 439 | $22.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 440 | $22.8K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 498 | $25.8K | 0.01% | +4+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $25.9K | 0.01% | −111−18.2% | Reduced |
| 1832 Asset Management L.P. | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 509 | $26.4K | 0.01% | +5+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 516 | $26.7K | 0.01% | −258−33.3% | Reduced |
| Operose Advisors LLC | 516 | $26.7K | 0.01% | +316+158.0% | Added |
| Logan Capital Management Inc | 534 | $27.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 551 | $28.5K | 0.00% | +18+3.4% | Added |
| Boyd Watterson Asset Management LLC | 557 | $28.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.8K | 0.02% | – | – |
| Blue Bell Private Wealth Management, LLC | 559 | $29.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 574 | $29.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 567 | $29.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $30.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $30.5K | 0.00% | −1,200−67.0% | Reduced |
| Centerpoint Advisors, LLC | 609 | $32.0K | 0.01% | +482+379.5% | Added |
| NVWM, LLC | 650 | $33.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 670 | $34.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 677 | $35.0K | 0.01% | +4+0.6% | Added |
| Creative Financial Designs Inc | 681 | $35.3K | 0.00% | +2+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 710 | $36.8K | 0.01% | +710 | New |
| Fiduciary Alliance LLC | 729 | $37.8K | 0.01% | +729 | New |
| Capital Advisors, Ltd. LLC | 734 | $38.0K | 0.01% | −93−11.2% | Reduced |
| West Branch Capital LLC | 746 | $38.6K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 763 | $39.5K | 0.00% | −63−7.6% | Reduced |
| Aspire Private Capital, LLC | 782 | $40.5K | 0.01% | +69+9.7% | Added |
| First Personal Financial Services | 785 | $40.7K | 0.01% | −17−2.1% | Reduced |
| CKW Financial Group | 800 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 797 | $41.3K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 803 | $41.6K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,500 | $41.9K | 0.02% | +100+7.1% | Added |
| Robbins Farley LLC | 809 | $41.9K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 825 | $42.7K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 839 | $43.5K | 0.01% | +350+71.6% | Added |
| Bramshill Investments, LLC | 860 | $44.6K | 0.00% | −34,111−97.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 865 | $44.8K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 868 | $45.0K | 0.01% | +868 | New |
| Carmichael Hill & Associates, Inc. | 876 | $45.4K | 0.02% | −2,092−70.5% | Reduced |
| Canton Hathaway, LLC | 900 | $47.0K | 0.01% | −100−10.0% | Reduced |
| Horizon Bancorp Inc | 900 | $47.0K | 0.03% | +900 | New |
| City State Bank | 936 | $48.0K | 0.03% | +242+34.9% | Added |
| Foster Dykema Cabot & Co Inc | 918 | $48.0K | 0.01% | +368+66.9% | Added |
| Center for Financial Planning, Inc. | 942 | $48.8K | 0.01% | −2−0.2% | Reduced |
| Compass Wealth Management LLC | 946 | $49.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 949 | $49.1K | 0.04% | −597−38.6% | Reduced |
| ICA Group Wealth Management, LLC | 977 | $50.6K | 0.01% | −477−32.8% | Reduced |
| Atwood & Palmer Inc | 1,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $51.8K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $51.9K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $52.2K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,071 | $55.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,072 | $56.0K | 0.01% | −181−14.4% | Reduced |
| Clear Street Markets LLC | 1,093 | $57.0K | 0.02% | −544−33.2% | Reduced |
| Farther Finance Advisors, LLC | 1,102 | $57.1K | 0.01% | +542+96.8% | Added |
| MV Capital Management, Inc. | 1,156 | $59.9K | 0.01% | +277+31.5% | Added |
| Vigilant Capital Management, LLC | 1,155 | $60.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,166 | $60.4K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,176 | $60.9K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $64.9K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $66.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,300 | $67.3K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,359 | $70.4K | 0.02% | +1,359 | New |
| CoreFirst Bank & Trust | 1,376 | $71.3K | 0.05% | −4,700−77.4% | Reduced |
| Optimum Investment Advisors | 1,442 | $74.7K | 0.04% | −498−25.7% | Reduced |
| Monetary Management Group Inc | 1,450 | $75.1K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,475 | $76.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,477 | $76.5K | 0.00% | −278−15.8% | Reduced |
| V-Square Quantitative Management LLC | 1,484 | $76.9K | 0.06% | +1,484 | New |
| Sugarloaf Wealth Management, LLC | 1,500 | $77.7K | 0.02% | −45−2.9% | Reduced |
| Byrne Asset Management LLC | – | $78.0K | 0.05% | – | – |
| Johnson Financial Group, Inc. | 1,528 | $79.1K | 0.01% | −2,284−59.9% | Reduced |
| Quarry LP | 1,536 | $79.5K | 0.05% | +1,536 | New |
| Rosenberg Matthew Hamilton | 1,541 | $79.8K | 0.03% | −1,032−40.1% | Reduced |
| Piscataqua Savings Bank | 1,567 | $81.2K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,637 | $84.8K | 0.03% | −16−1.0% | Reduced |
| Focused Wealth Management, Inc | 1,676 | $86.8K | 0.02% | +18+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,689 | $87.5K | 0.02% | +774+84.6% | Added |
| Cape Investment Advisory, Inc. | 1,692 | $87.6K | 0.05% | −304−15.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,716 | $88.9K | 0.03% | +24+1.4% | Added |
| Cornerstone Planning Group LLC | 1,771 | $91.7K | 0.04% | +1,771 | New |
| EverSource Wealth Advisors, LLC | 1,792 | $92.8K | 0.01% | +479+36.5% | Added |
| First Financial Corp | 1,804 | $93.4K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,841 | $95.3K | 0.06% | −162−8.1% | Reduced |
| Leonteq Securities AG | 1,865 | $96.6K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,900 | $98.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,934 | $100.2K | 0.01% | −57−2.9% | Reduced |