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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 6,011 | $311.3K | 0.04% | +156+2.7% | Added |
| Deseret Mutual Benefit Administrators | 6,013 | $311.4K | 0.12% | −1,435−19.3% | Reduced |
| Ossiam | 6,022 | $311.9K | 0.01% | +3,753+165.4% | Added |
| Advisor Partners II, LLC | 6,032 | $312.4K | 0.01% | −2,252−27.2% | Reduced |
| Rehmann Capital Advisory Group | 6,036 | $312.6K | 0.03% | −389−6.1% | Reduced |
| Chicago Trust Co NA | 6,061 | $313.9K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,074 | $314.6K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,083 | $315.1K | 0.01% | +162+2.7% | Added |
| Legacy Wealth Asset Management, LLC | 6,124 | $317.2K | 0.11% | +122+2.0% | Added |
| Welch & Forbes LLC | 6,127 | $317.3K | 0.01% | −867−12.4% | Reduced |
| Dearborn Partners LLC | 6,127 | $317.3K | 0.01% | −1,072−14.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,136 | $317.8K | 0.14% | +6,136 | New |
| Fisher Asset Management, LLC | 6,168 | $319.5K | 0.00% | +2,261+57.9% | Added |
| Summit Asset Management, LLC | 6,176 | $319.9K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,181 | $320.1K | 0.37% | +87+1.4% | Added |
| ABN AMRO Bank N.V. | 6,170 | $321.2K | 0.01% | −4,047−39.6% | Reduced |
| Verity Asset Management, Inc. | 6,211 | $321.6K | 0.24% | +192+3.2% | Added |
| AFS Financial Group, LLC | 6,238 | $323.1K | 0.21% | −364−5.5% | Reduced |
| New Hampshire Trust | 6,252 | $323.8K | 0.08% | +17+0.3% | Added |
| Narwhal Capital Management | 6,252 | $323.8K | 0.04% | −997−13.8% | Reduced |
| FourThought Financial Partners, LLC | 6,254 | $323.9K | 0.04% | +601+10.6% | Added |
| Hudock, Inc. | 6,292 | $325.9K | 0.08% | −345−5.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,323 | $327.0K | 0.01% | +88+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 6,351 | $328.9K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,359 | $329.3K | 0.02% | +1,044+19.6% | Added |
| Principle Wealth Partners LLC | 6,377 | $330.3K | 0.03% | −71−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,382 | $330.5K | 0.03% | +60+0.9% | Added |
| Hummer Financial Advisory Services Inc | 6,401 | $331.5K | 0.32% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,424 | $332.7K | 0.01% | −136−2.1% | Reduced |
| Salem Investment Counselors Inc | 6,472 | $335.2K | 0.01% | −280−4.1% | Reduced |
| Morris Retirement Advisors, LLC | 6,482 | $335.7K | 0.23% | +522+8.8% | Added |
| Delta Financial Group, Inc. | 6,483 | $336.0K | 0.39% | +111+1.7% | Added |
| Perpetual Ltd | 6,500 | $336.6K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,445 | $337.3K | 0.02% | −72−1.1% | Reduced |
| Farmers Trust Co | 6,522 | $337.8K | 0.07% | −320−4.7% | Reduced |
| Financial Architects, Inc | 6,552 | $339.3K | 0.05% | −56−0.8% | Reduced |
| Hunter Associates Investment Management LLC | 6,629 | $343.0K | 0.07% | −425−6.0% | Reduced |
| Voya Financial Advisors, Inc. | 6,634 | $343.8K | 0.04% | +474+7.7% | Added |
| Intrust Bank NA | 6,685 | $346.2K | 0.04% | +476+7.7% | Added |
| Gateway Investment Advisers LLC | 6,694 | $346.7K | 0.00% | −911−12.0% | Reduced |
| Alpha Family Trust | 6,720 | $348.0K | 0.24% | +6,720 | New |
| Summit Financial Group Inc | 6,748 | $349.5K | 0.14% | −443−6.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,780 | $351.1K | 0.12% | +6,780 | New |
| Cedrus LLC | 6,793 | $351.8K | 0.25% | −73−1.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,818 | $353.1K | 0.03% | −412−5.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,860 | $355.3K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,868 | $355.7K | 0.08% | +2,025+41.8% | Added |
| Northwest Bancshares, Inc. | 6,872 | $355.9K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,965 | $360.0K | 0.00% | −106,167−93.8% | Reduced |
| Summit X, LLC | 6,980 | $361.6K | 0.09% | −194−2.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,991 | $362.1K | 0.19% | +3,695+112.1% | Added |
| Manchester Capital Management LLC | 7,000 | $362.5K | 0.05% | −18,713−72.8% | Reduced |
| Clarius Group, LLC | 7,013 | $363.2K | 0.03% | +2,951+72.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,031 | $364.1K | 0.03% | −6,269−47.1% | Reduced |
| Parsons Capital Management Inc | 7,031 | $364.1K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,190 | $372.4K | 0.07% | −159−2.2% | Reduced |
| Versor Investments LP | 7,233 | $374.6K | 0.06% | +7,233 | New |
| Westwood Holdings Group Inc. | 7,268 | $376.0K | 0.00% | −15−0.2% | Reduced |
| Resources Management Corp | 7,254 | $376.0K | 0.06% | +4,914+210.0% | Added |
| Jones Financial Companies LLLP | 7,267 | $376.4K | 0.00% | −2,766−27.6% | Reduced |
| Romano Brothers and Company | 7,275 | $377.0K | 0.06% | +1,200+19.8% | Added |
| Adalta Capital Management LLC | 7,300 | $378.0K | 0.25% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,317 | $378.9K | 0.04% | −159−2.1% | Reduced |
| Sheets Smith Wealth Management | 7,343 | $380.3K | 0.06% | −1,455−16.5% | Reduced |
| Brown Miller Wealth Management, LLC | 7,418 | $384.2K | 0.21% | −45−0.6% | Reduced |
| United Asset Strategies, Inc. | 7,451 | $385.9K | 0.05% | +582+8.5% | Added |
| EP Wealth Advisors, LLC | 6,531 | $387.6K | 0.01% | −17,048−72.3% | Reduced |
| Crawford Investment Counsel Inc | 7,488 | $387.8K | 0.01% | −495−6.2% | Reduced |
| Investors Research Corp | 7,496 | $388.2K | 0.10% | +76+1.0% | Added |
| D'Orazio & Associates, Inc. | 7,536 | $390.3K | 0.09% | +7+0.1% | Added |
| Bridgefront Capital, LLC | 7,537 | $390.3K | 0.21% | −10,722−58.7% | Reduced |
| Alliance Wealth Advisors, LLC | 7,565 | $391.8K | 0.28% | −429−5.4% | Reduced |
| Asset Management Resources, LLC | 7,584 | $392.8K | 0.24% | +7,584 | New |
| Colonial Trust Advisors | 7,611 | $394.2K | 0.04% | −210−2.7% | Reduced |
| RVW Wealth, LLC | 7,617 | $394.5K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,618 | $394.5K | 0.04% | +2,327+44.0% | Added |
| Financial Network Wealth Management LLC | 7,417 | $396.0K | 0.18% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,651 | $396.2K | 0.07% | +7,651 | New |
| Thrive Capital Management, LLC | 7,651 | $396.3K | 0.23% | +271+3.7% | Added |
| Eudaimonia Partners, LLC | 7,656 | $396.5K | 0.09% | −792−9.4% | Reduced |
| Cordatus Wealth Management LLC | 7,689 | $398.0K | 0.15% | +7,689 | New |
| Centennial Wealth Advisory LLC | 7,732 | $400.4K | 0.21% | +7,732 | New |
| Invesco, LLC | 7,750 | $401.4K | 0.20% | +7,750 | New |
| Smith, Moore & Co. | 7,778 | $402.8K | 0.05% | +402+5.5% | Added |
| ProVise Management Group, LLC | 7,805 | $404.2K | 0.04% | −53,105−87.2% | Reduced |
| Vident Investment Advisory, LLC | 7,825 | $404.7K | 0.01% | +258+3.4% | Added |
| Bartlett & Co. LLC | 7,849 | $406.0K | 0.01% | +1,330+20.4% | Added |
| AMG National Trust Bank | 7,840 | $406.0K | 0.01% | −2,923−27.2% | Reduced |
| CWA Asset Management Group, LLC | 7,842 | $406.1K | 0.03% | +65+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 7,849 | $406.5K | 0.01% | +1,330+20.4% | Added |
| Blue Fin Capital, Inc. | 7,853 | $406.7K | 0.12% | −91−1.1% | Reduced |
| Beech Hill Advisors, Inc. | 7,908 | $409.6K | 0.20% | 00.0% | Unchanged |
| Holderness Investments Co | 7,919 | $410.1K | 0.15% | +114+1.5% | Added |
| Boston Private Wealth LLC | 7,935 | $411.0K | 0.01% | −4,042−33.7% | Reduced |
| TownSquare Capital, LLC | 7,946 | $411.5K | 0.01% | −84,765−91.4% | Reduced |
| Hanson & Doremus Investment Management | 7,995 | $414.0K | 0.09% | −17,071−68.1% | Reduced |
| Allworth Financial LP | 8,013 | $415.0K | 0.00% | −5,889−42.4% | Reduced |
| Lakeview Capital Partners, LLC | 8,018 | $415.2K | 0.08% | +2,705+50.9% | Added |
| Fragasso Group Inc. | 8,019 | $415.3K | 0.04% | +192+2.5% | Added |
| 1st Source Bank | 8,024 | $415.6K | 0.03% | −653−7.5% | Reduced |