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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 2,000 | $103.6K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,000 | $103.6K | 0.06% | +2,000 | New |
| Alaska Permanent Fund Corp | 2,013 | $104.3K | 0.00% | +2,013 | New |
| Duncker Streett & Co Inc | 2,035 | $105.4K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,039 | $105.6K | 0.02% | +150+7.9% | Added |
| Parkside Financial Bank & Trust | 2,042 | $105.8K | 0.03% | +188+10.1% | Added |
| Vestor Capital, LLC | 2,055 | $106.0K | 0.01% | +1,109+117.2% | Added |
| Pinnacle Bancorp, Inc. | 2,082 | $107.8K | 0.04% | +38+1.9% | Added |
| Central Bank & Trust Co | 2,087 | $108.1K | 0.02% | −10.0% | Reduced |
| Global Trust Asset Management, LLC | 2,128 | $110.2K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 2,070 | $110.8K | 0.07% | +2,070 | New |
| Crewe Advisors LLC | 2,143 | $111.0K | 0.02% | −329−13.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $111.0K | 0.07% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,171 | $112.4K | 0.08% | −170−7.3% | Reduced |
| Macroview Investment Management LLC | 2,197 | $113.8K | 0.17% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,211 | $115.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,233 | $115.6K | 0.02% | −5−0.2% | Reduced |
| Oakworth Capital, Inc. | 2,359 | $122.2K | 0.01% | −269−10.2% | Reduced |
| Atlantic Trust, LLC | 2,399 | $124.3K | 0.04% | +12+0.5% | Added |
| HHM Wealth Advisors, LLC | 2,406 | $124.6K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,416 | $125.1K | 0.03% | +482+24.9% | Added |
| Horan Securities, Inc. | 2,426 | $125.6K | 0.05% | +34+1.4% | Added |
| Hall Laurie J Trustee | 2,425 | $126.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,470 | $127.9K | 0.01% | +1,127+83.9% | Added |
| Valley National Advisers Inc | 2,487 | $129.0K | 0.02% | −115−4.4% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $132.0K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,597 | $134.5K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,406 | $134.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,724 | $141.1K | 0.03% | −24−0.9% | Reduced |
| Dakota Community Bank & Trust NA | 2,747 | $142.3K | 0.84% | +389+16.5% | Added |
| Glen Eagle Advisors, LLC | 2,763 | $143.1K | 0.03% | +1,047+61.0% | Added |
| Webster Bank, N. A. | 2,829 | $146.5K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,885 | $149.0K | 0.07% | −218−7.0% | Reduced |
| Carolinas Wealth Consulting LLC | 49,592 | $151.0K | 0.03% | −108−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,974 | $154.0K | 0.02% | −159−5.1% | Reduced |
| Mechanics Financial Corp | 3,080 | $159.5K | 0.09% | −2,115−40.7% | Reduced |
| Motco | 3,102 | $160.7K | 0.01% | −75,684−96.1% | Reduced |
| Field & Main Bank | 3,248 | $168.2K | 0.09% | −1,800−35.7% | Reduced |
| Clearstead Advisors, LLC | 3,411 | $176.7K | 0.01% | +39+1.2% | Added |
| LFA - Lugano Financial Advisors SA | 3,486 | $180.5K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,533 | $183.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,620 | $187.5K | 0.03% | +300+9.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,620 | $188.0K | 0.14% | −100−2.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,663 | $189.7K | 0.03% | +500+15.8% | Added |
| Nalls Sherbakoff Group, LLC | 3,826 | $192.4K | 0.19% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,750 | $194.2K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 3,850 | $199.0K | 0.04% | +3,850 | New |
| Lake Hills Wealth Management, LLC | 3,869 | $200.4K | 0.22% | +3,869 | New |
| MSH Capital Advisors LLC | 3,876 | $200.8K | 0.07% | +7+0.2% | Added |
| Fee-Only Financial Planning, L.C. | 3,899 | $201.9K | 0.15% | −2−0.1% | Reduced |
| Hollow Brook Wealth Management LLC | 3,950 | $204.6K | 0.09% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,968 | $204.6K | 0.03% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3,957 | $204.9K | 0.18% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,973 | $205.8K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,972 | $206.0K | 0.12% | +3,972 | New |
| First Commonwealth Financial Corp | 3,981 | $206.2K | 0.07% | 00.0% | Unchanged |
| Rollins Financial | 3,994 | $206.8K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,000 | $207.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,000 | $207.2K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,014 | $207.9K | 0.01% | −2,366−37.1% | Reduced |
| King Luther Capital Management Corp | 4,016 | $208.0K | 0.00% | −860−17.6% | Reduced |
| Versant Capital Management, Inc | 4,034 | $208.9K | 0.07% | −209−4.9% | Reduced |
| E&G Advisors, LP | 4,043 | $209.4K | 0.07% | +12+0.3% | Added |
| Regal Investment Advisors LLC | 4,050 | $209.8K | 0.02% | −134−3.2% | Reduced |
| Hexagon Capital Partners LLC | 4,054 | $210.0K | 0.06% | +1,366+50.8% | Added |
| Golden State Equity Partners | 4,059 | $210.2K | 0.06% | +4,059 | New |
| Truvestments Capital LLC | 4,060 | $210.2K | 0.10% | +27+0.7% | Added |
| Kapstone Financial Advisors LLC | 4,025 | $210.5K | 0.17% | −630−13.5% | Reduced |
| First Manhattan Co | 4,102 | $212.4K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,107 | $212.7K | 0.01% | +270+7.0% | Added |
| Princeton Capital Management LLC | 4,126 | $213.7K | 0.09% | −2,458−37.3% | Reduced |
| Summit Trail Advisors, LLC | 4,128 | $213.8K | 0.01% | +4,128 | New |
| CVA Family Office, LLC | 4,135 | $214.2K | 0.04% | +1,026+33.0% | Added |
| Meridian Financial, LLC | 4,143 | $214.6K | 0.19% | +4,143 | New |
| Renasant Bank | 4,167 | $215.8K | 0.18% | −1,052−20.2% | Reduced |
| Petra Financial Advisors Inc | 4,170 | $215.9K | 0.19% | −210−4.8% | Reduced |
| Financial Engines Advisors L.L.C. | 4,179 | $216.4K | 0.00% | +4,179 | New |
| Exchange Bank | 4,181 | $216.5K | 0.21% | +4,181 | New |
| Independent Financial Group, LLC | 4,182 | $216.6K | 0.01% | −222−5.0% | Reduced |
| Herold Advisors, Inc. | 4,185 | $216.7K | 0.07% | +225+5.7% | Added |
| Boothbay Fund Management, LLC | 4,193 | $217.2K | 0.01% | −19,617−82.4% | Reduced |
| Prairie Sky Financial Group LLC | 4,212 | $218.2K | 0.15% | +4,212 | New |
| RiverFront Investment Group, LLC | 4,229 | $219.0K | 0.01% | +4,229 | New |
| Ballast, Inc. | 4,233 | $219.2K | 0.08% | +4,233 | New |
| Chapin Davis, Inc. | 4,242 | $219.7K | 0.10% | −1,535−26.6% | Reduced |
| Chicago Capital, LLC | 4,254 | $220.3K | 0.01% | +125+3.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,274 | $221.4K | 0.17% | +22+0.5% | Added |
| Tectonic Advisors LLC | 4,284 | $221.9K | 0.03% | −1,561−26.7% | Reduced |
| Transform Wealth, LLC | 4,292 | $222.3K | 0.02% | +6+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,308 | $223.1K | 0.00% | +20+0.5% | Added |
| Schechter Investment Advisors, LLC | 4,310 | $223.2K | 0.02% | +524+13.8% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $223.5K | 0.06% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,320 | $223.7K | 0.15% | +42+1.0% | Added |
| Boston Family Office LLC | 4,316 | $224.0K | 0.02% | −2,889−40.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,339 | $224.7K | 0.00% | +346+8.7% | Added |
| Ironsides Asset Advisors, LLC | 4,344 | $224.9K | 0.10% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,350 | $225.3K | 0.01% | −400−8.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,357 | $225.6K | 0.15% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,382 | $227.0K | 0.01% | −268−5.8% | Reduced |
| GM Advisory Group, Inc. | 4,383 | $227.0K | 0.02% | 00.0% | Unchanged |