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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 8,033 | $416.0K | 0.15% | −1,229−13.3% | Reduced |
| Quantinno Capital Management LP | 8,080 | $418.0K | 0.02% | +2,254+38.7% | Added |
| Camden National Bank | 8,086 | $418.8K | 0.08% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,833 | $419.4K | 0.20% | −23−0.3% | Reduced |
| Front Row Advisors LLC | 8,156 | $422.0K | 0.19% | −75−0.9% | Reduced |
| Harbour Investments, Inc. | 8,165 | $422.9K | 0.02% | −2,491−23.4% | Reduced |
| Whittier Trust Co | 8,221 | $425.8K | 0.01% | −2,258−21.5% | Reduced |
| First National Bank & Trust Co of Newtown | 8,236 | $426.5K | 0.09% | +3,500+73.9% | Added |
| Confluence Wealth Services, Inc. | 8,247 | $427.1K | 0.09% | −110−1.3% | Reduced |
| Colonial Trust Co | 8,257 | $427.6K | 0.10% | +308+3.9% | Added |
| Infrastructure Capital Advisors, LLC | 8,262 | $427.9K | 0.08% | +408+5.2% | Added |
| Park National Corp | 8,272 | $428.4K | 0.02% | −4,051−32.9% | Reduced |
| Montag A & Associates Inc | 8,328 | $431.3K | 0.03% | +40.0% | Added |
| Stratos Wealth Advisors, LLC | 8,348 | $432.3K | 0.03% | +77+0.9% | Added |
| Delphia (USA) Inc. | 8,364 | $433.2K | 0.68% | −898−9.7% | Reduced |
| Centre Asset Management, LLC | 8,408 | $435.0K | 0.10% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8,400 | $435.0K | 0.04% | +8,400 | New |
| Kovack Advisors, Inc. | 8,413 | $435.7K | 0.06% | −2,018−19.3% | Reduced |
| AdvisorNet Financial, Inc | 8,447 | $437.4K | 0.04% | +144+1.7% | Added |
| Mendel Money Management | 8,450 | $437.6K | 0.23% | +65+0.8% | Added |
| Gleason Group, Inc. | 8,479 | $439.1K | 0.11% | +104+1.2% | Added |
| Vise Technologies, Inc. | 8,518 | $441.1K | 0.11% | +2,648+45.1% | Added |
| Savant Capital, LLC | 8,523 | $441.4K | 0.01% | −282−3.2% | Reduced |
| Endurance Wealth Management, Inc. | 8,526 | $442.0K | 0.06% | −1,724−16.8% | Reduced |
| Platform Technology Partners | 8,539 | $443.9K | 0.21% | +340+4.1% | Added |
| Ronald Blue Trust, Inc. | 7,944 | $445.0K | 0.01% | −1,884−19.2% | Reduced |
| Marcum Wealth, LLC | 8,667 | $448.9K | 0.05% | −161−1.8% | Reduced |
| Busey Wealth Management | 8,677 | $449.4K | 0.02% | −184−2.1% | Reduced |
| Private Wealth Partners, LLC | 8,700 | $450.6K | 0.04% | +60+0.7% | Added |
| Moody National Bank Trust Division | 8,702 | $450.7K | 0.03% | +287+3.4% | Added |
| Fruth Investment Management | 8,775 | $454.0K | 0.13% | −500−5.4% | Reduced |
| Eagle Ridge Investment Management | 8,789 | $455.2K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,790 | $455.2K | 0.04% | −3,710−29.7% | Reduced |
| Signaturefd, LLC | 8,824 | $457.0K | 0.01% | +623+7.6% | Added |
| Leavell Investment Management, Inc. | 8,828 | $457.0K | 0.03% | −2,006−18.5% | Reduced |
| Derbend Asset Management | 8,829 | $457.3K | 0.31% | −1,105−11.1% | Reduced |
| Grimes & Company, Inc. | 8,837 | $457.7K | 0.02% | −190−2.1% | Reduced |
| Cobblestone Capital Advisors LLC | 8,841 | $457.9K | 0.03% | −130−1.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,855 | $458.6K | 0.11% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 8,903 | $461.1K | 0.06% | +2,845+47.0% | Added |
| Catalyst Financial Partners LLC | 8,942 | $463.1K | 0.17% | +1,837+25.9% | Added |
| Cullen Capital Management LLC | 8,945 | $463.3K | 0.00% | −95−1.1% | Reduced |
| Tower Bridge Advisors | 8,947 | $463.4K | 0.04% | −5,121−36.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $464.7K | 0.23% | 00.0% | Unchanged |
| Comerica Securities,inc. | 9,006 | $466.4K | 0.03% | +690+8.3% | Added |
| Prossimo Advisors, LLC | 9,134 | $473.0K | 0.46% | +600+7.0% | Added |
| Stokes Family Office, LLC | 9,181 | $475.5K | 0.05% | −34−0.4% | Reduced |
| Bryn Mawr Trust Co | 9,178 | $476.0K | 0.02% | +152+1.7% | Added |
| Balyasny Asset Management LLC | 9,219 | $477.5K | 0.00% | +9,219 | New |
| Sequoia Financial Advisors, LLC | 9,233 | $478.2K | 0.01% | +2,108+29.6% | Added |
| First Foundation Advisors | 9,292 | $481.2K | 0.02% | +143+1.6% | Added |
| VeraBank, N.A. | 9,295 | $481.4K | 0.19% | −300−3.1% | Reduced |
| Financial Advocates Investment Management | 9,298 | $481.5K | 0.04% | +191+2.1% | Added |
| Salvus Wealth Management, LLC | 9,307 | $482.0K | 0.37% | +215+2.4% | Added |
| SPC Financial, Inc. | 9,329 | $483.1K | 0.05% | −735−7.3% | Reduced |
| Cipher Capital LP | 9,382 | $485.9K | 0.08% | +9,382 | New |
| BLB&B Advisors, LLC | 9,400 | $486.8K | 0.03% | −622−6.2% | Reduced |
| Kidder Stephen W | 9,439 | $488.8K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,503 | $492.2K | 0.01% | +9,503 | New |
| Shell Asset Management Co | 9,515 | $493.0K | 0.02% | −268−2.7% | Reduced |
| Bank of Hawaii | 9,533 | $493.7K | 0.03% | +916+10.6% | Added |
| Prudent Man Advisors, LLC | 9,536 | $494.0K | 0.19% | −115−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 9,555 | $494.8K | 0.05% | −704−6.9% | Reduced |
| BCGM Wealth Management, LLC | 9,568 | $495.5K | 0.22% | +868+10.0% | Added |
| Colony Group LLC | 9,568 | $496.0K | 0.01% | −652−6.4% | Reduced |
| Centurion Wealth Management LLC | 9,606 | $497.5K | 0.24% | +153+1.6% | Added |
| Smithfield Trust Co | 9,612 | $498.0K | 0.03% | −2,222−18.8% | Reduced |
| Phoenix Wealth Advisors | 9,627 | $498.6K | 0.29% | +9,627 | New |
| Commonwealth Retirement Investments LLC | 9,633 | $498.9K | 0.28% | +111+1.2% | Added |
| Wambolt & Associates, LLC | 9,645 | $499.5K | 0.18% | +1,131+13.3% | Added |
| Keystone Financial Group | 9,647 | $499.6K | 0.08% | +9,647 | New |
| Dorsey & Whitney Trust CO LLC | 9,657 | $500.1K | 0.04% | +4,227+77.8% | Added |
| Lincoln National Corp | 9,682 | $501.4K | 0.01% | −596−5.8% | Reduced |
| Continuum Advisory, LLC | 9,696 | $502.2K | 0.08% | −3,041−23.9% | Reduced |
| Imprint Wealth LLC | 9,698 | $502.3K | 0.32% | −134−1.4% | Reduced |
| Tradewinds, LLC. | 9,778 | $506.4K | 0.30% | −393−3.9% | Reduced |
| Graham Capital Wealth Management, LLC | 9,787 | $506.8K | 1.20% | −387−3.8% | Reduced |
| Chesapeake Wealth Management | 9,791 | $507.1K | 0.20% | −919−8.6% | Reduced |
| Rowland & Co Investment Counsel | 9,827 | $509.0K | 0.12% | +30.0% | Added |
| Renaissance Group LLC | 9,843 | $509.8K | 0.02% | −845−7.9% | Reduced |
| World Equity Group, Inc. | 9,928 | $514.2K | 0.15% | −29,008−74.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,957 | $515.7K | 0.18% | +333+3.5% | Added |
| Hantz Financial Services, Inc. | 9,986 | $517.0K | 0.01% | +5,523+123.8% | Added |
| Ameritas Investment Partners, Inc. | 10,058 | $520.9K | 0.02% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 10,077 | $521.9K | 0.24% | −42−0.4% | Reduced |
| Cigna Investments Inc | 10,081 | $522.0K | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,100 | $523.1K | 0.06% | −11,600−53.5% | Reduced |
| Foundations Investment Advisors, LLC | 10,128 | $524.5K | 0.02% | −6,160−37.8% | Reduced |
| Longfellow Investment Management Co LLC | 10,226 | $529.6K | 0.12% | +416+4.2% | Added |
| Burney Co | 10,240 | $530.3K | 0.02% | −267−2.5% | Reduced |
| Madison Wealth Management | 10,255 | $531.1K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,301 | $533.5K | 0.01% | −310−2.9% | Reduced |
| Daymark Wealth Partners, LLC | 10,338 | $535.4K | 0.04% | +4,323+71.9% | Added |
| Marino, Stram & Associates LLC | 10,341 | $535.6K | 0.15% | −756−6.8% | Reduced |
| CAPROCK Group, Inc. | 10,347 | $535.9K | 0.04% | +4,187+68.0% | Added |
| Orleans Capital Management Corp | 10,357 | $536.4K | 0.38% | +60+0.6% | Added |
| Excalibur Management Corp | 10,364 | $536.8K | 0.27% | +453+4.6% | Added |
| Welch Group, LLC | 10,381 | $537.6K | 0.03% | −949−8.4% | Reduced |
| ICW Investment Advisors LLC | 10,511 | $544.3K | 0.29% | −55−0.5% | Reduced |
| Chemung Canal Trust Co | 10,514 | $544.5K | 0.12% | −200−1.9% | Reduced |