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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 4,394 | $227.6K | 0.14% | 00.0% | Unchanged |
| Marotta Asset Management | 4,398 | $227.8K | 0.05% | +4,398 | New |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $227.9K | 0.16% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,406 | $228.2K | 0.06% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,425 | $229.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,436 | $229.7K | 0.01% | −623−12.3% | Reduced |
| Quantamental Technologies LLC | 4,443 | $230.1K | 0.10% | +4,443 | New |
| WealthTrust Axiom LLC | 4,460 | $231.0K | 0.08% | 00.0% | Unchanged |
| Athena Investment Management | 4,473 | $231.7K | 0.16% | −40−0.9% | Reduced |
| Nadler Financial Group, Inc. | 4,477 | $231.9K | 0.03% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,494 | $232.7K | 0.12% | +49+1.1% | Added |
| Wexford Capital LP | 4,500 | $233.1K | 0.05% | −27,404−85.9% | Reduced |
| Jump Financial, LLC | 4,513 | $233.7K | 0.01% | +4,513 | New |
| Capital Analysts, LLC | 4,509 | $234.0K | 0.01% | +504+12.6% | Added |
| Evolution Advisers, Inc. | 4,593 | $237.0K | 0.17% | +21+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,580 | $237.2K | 0.00% | −637,000−99.3% | Reduced |
| 4J Wealth Management LLC | 4,592 | $237.8K | 0.23% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $238.0K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,606 | $238.5K | 0.14% | −180−3.8% | Reduced |
| Syntax Advisors, LLC | 4,606 | $238.5K | 0.19% | −180−3.8% | Reduced |
| Los Angeles Capital Management LLC | 4,615 | $239.0K | 0.00% | −6,947−60.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,584 | $239.5K | 0.03% | −2,163−32.1% | Reduced |
| Girard Partners Ltd. | 4,624 | $239.5K | 0.03% | −600−11.5% | Reduced |
| Pointe Capital Management LLC | 4,660 | $241.3K | 0.18% | +79+1.7% | Added |
| Triad Financial Advisors, Inc. | 4,667 | $241.7K | 0.10% | −120−2.5% | Reduced |
| Thompson Davis & Co., Inc. | 4,679 | $242.3K | 0.27% | +20.0% | Added |
| Kinloch Capital, LLC | 4,681 | $242.4K | 0.14% | −368−7.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,711 | $244.0K | 0.11% | +4,711 | New |
| Equitable Trust Co | 4,713 | $244.1K | 0.02% | −602−11.3% | Reduced |
| Mitchell Sinkler & Starr | 4,720 | $244.4K | 0.07% | −246−5.0% | Reduced |
| Parallel Advisors, LLC | 4,750 | $246.0K | 0.01% | −542−10.2% | Reduced |
| Epoch Investment Partners, Inc. | 4,765 | $246.8K | 0.00% | −2,240−32.0% | Reduced |
| Main Street Financial Solutions, LLC | 4,799 | $248.5K | 0.03% | −105−2.1% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $248.5K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,800 | $248.6K | 0.03% | −926−16.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,800 | $249.0K | 0.00% | +4,800 | New |
| Forum Financial Management, LP | 4,809 | $249.1K | 0.01% | +17+0.4% | Added |
| LCNB Corp | 4,843 | $250.8K | 0.11% | −196−3.9% | Reduced |
| ASB Consultores, LLC | 4,844 | $250.9K | 0.12% | +1,078+28.6% | Added |
| Flagship Harbor Advisors, LLC | 4,846 | $251.0K | 0.02% | +534+12.4% | Added |
| Lido Advisors, LLC | 4,848 | $251.1K | 0.00% | −2,980−38.1% | Reduced |
| Osborne Partners Capital Management, LLC | 4,850 | $251.2K | 0.02% | −434−8.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $251.7K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 4,875 | $252.5K | 0.04% | +393+8.8% | Added |
| Resources Investment Advisors, LLC. | 4,891 | $253.3K | 0.01% | −897−15.5% | Reduced |
| Graypoint LLC | 4,902 | $253.9K | 0.03% | −1,507−23.5% | Reduced |
| Change Path, LLC | 4,910 | $254.0K | 0.01% | −757−13.4% | Reduced |
| Flputnam Investment Management Co | 4,931 | $255.4K | 0.01% | +1,159+30.7% | Added |
| Northcape Wealth Management, LLC | 4,949 | $256.3K | 0.09% | +26+0.5% | Added |
| Personal Cfo Solutions, LLC | 4,997 | $258.8K | 0.05% | +4,997 | New |
| First City Capital Management, Inc. | 5,043 | $261.2K | 0.15% | −812−13.9% | Reduced |
| Financial Planning & Information Services, Inc. | 5,050 | $261.5K | 0.05% | +6+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,056 | $261.9K | 0.03% | −144−2.8% | Reduced |
| Lantz Financial LLC | 5,104 | $264.3K | 0.10% | +355+7.5% | Added |
| Aull & Monroe Investment Management Corp | 5,143 | $266.4K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,125 | $269.8K | 0.03% | −1,025−16.7% | Reduced |
| CIC Wealth, LLC | 5,244 | $271.6K | 0.09% | −43−0.8% | Reduced |
| Waldron Private Wealth LLC | 5,250 | $271.9K | 0.01% | −488−8.5% | Reduced |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 5,264 | $272.6K | 0.01% | +1,081+25.8% | Added |
| Alterity Financial Group, LLC | 5,266 | $272.8K | 0.39% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,280 | $273.0K | 0.07% | +171+3.3% | Added |
| North Star Investment Management Corp. | 5,303 | $274.6K | 0.02% | −60−1.1% | Reduced |
| Dividend Assets Capital, LLC | 5,326 | $276.0K | 0.06% | −24−0.4% | Reduced |
| Luts & Greenleigh Group, Inc | 5,350 | $277.1K | 0.34% | +811+17.9% | Added |
| Spreng Capital Management, Inc. | 5,370 | $278.0K | 0.22% | −490−8.4% | Reduced |
| Ignite Planners, LLC | 5,325 | $278.2K | 0.11% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,381 | $278.7K | 0.07% | −162−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,404 | $279.9K | 0.01% | −1,416−20.8% | Reduced |
| Penserra Capital Management LLC | 5,416 | $280.0K | 0.01% | +4,760+725.6% | Added |
| O'Connor Financial Group LLC | 5,462 | $282.9K | 0.20% | −55−1.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,475 | $283.6K | 0.08% | −3,580−39.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,494 | $284.5K | 0.03% | −10,517−65.7% | Reduced |
| Spinnaker Trust | 5,506 | $285.2K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 5,506 | $285.2K | 0.26% | −3,687−40.1% | Reduced |
| Slagle Financial, LLC | 5,539 | $286.9K | 0.18% | +5,539 | New |
| Symmetry Partners, LLC | 5,559 | $288.0K | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,567 | $288.3K | 0.13% | −673−10.8% | Reduced |
| Mystic Asset Management, Inc. | 5,589 | $289.5K | 0.16% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,600 | $290.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,601 | $290.1K | 0.02% | −671−10.7% | Reduced |
| Diligent Investors, LLC | 5,605 | $290.3K | 0.09% | +130+2.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,628 | $291.5K | 0.03% | +5,628 | New |
| ZWJ Investment Counsel Inc | 5,690 | $294.7K | 0.02% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,719 | $296.2K | 0.23% | +466+8.9% | Added |
| Birchcreek Wealth Management, LLC | 5,751 | $297.8K | 0.21% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,800 | $300.0K | 0.11% | +5,800 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,801 | $300.4K | 0.02% | +49+0.9% | Added |
| Alpha Cubed Investments, LLC | 5,836 | $302.2K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,836 | $302.2K | 0.27% | +550+10.4% | Added |
| Hyman Charles D | 5,872 | $304.0K | 0.02% | −774−11.6% | Reduced |
| Horizon Investments, LLC | 5,894 | $305.3K | 0.01% | +1,040+21.4% | Added |
| Philadelphia Trust Co | 5,905 | $306.0K | 0.03% | −290−4.7% | Reduced |
| Klingenstein Fields & Co LP | 5,928 | $307.0K | 0.01% | −55−0.9% | Reduced |
| Empowered Funds, LLC | 5,934 | $307.3K | 0.01% | +1,222+25.9% | Added |
| EA Series Trust | 5,934 | $307.3K | 0.01% | +5,934 | New |
| MEMBERS Trust Co | 5,953 | $308.3K | 0.01% | +5,953 | New |
| Sunbelt Securities, Inc. | 5,962 | $308.8K | 0.04% | −363−5.7% | Reduced |
| Morningstar Investment Management LLC | 5,974 | $309.0K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,991 | $310.3K | 0.07% | +1,575+35.7% | Added |