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 |
|---|---|---|---|---|---|
| Key Financial Inc | 10,580 | $547.9K | 0.18% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,596 | $548.8K | 0.02% | +3,499+49.3% | Added |
| Wrapmanager Inc | 10,678 | $553.0K | 0.17% | +664+6.6% | Added |
| Tranquility Partners, LLC | 10,685 | $553.4K | 0.24% | +89+0.8% | Added |
| Parcion Private Wealth LLC | 10,696 | $553.9K | 0.06% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 10,703 | $554.0K | 0.02% | −50−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 10,734 | $555.9K | 0.16% | +879+8.9% | Added |
| Nations Financial Group Inc, | 10,748 | $556.6K | 0.05% | +194+1.8% | Added |
| FineMark National Bank & Trust | 10,752 | $556.8K | 0.02% | +329+3.2% | Added |
| Bessemer Group Inc | 10,728 | $557.0K | 0.00% | +2,389+28.6% | Added |
| Lindbrook Capital, LLC | 10,838 | $561.3K | 0.06% | −999−8.4% | Reduced |
| Machina Capital S.A.S. | 10,847 | $561.8K | 0.32% | +10,847 | New |
| Meridian Wealth Management, LLC | 10,848 | $561.8K | 0.05% | −997−8.4% | Reduced |
| Wetherby Asset Management Inc | 10,879 | $563.4K | 0.03% | +1,195+12.3% | Added |
| Fund Management at Engine No. 1 LLC | 10,883 | $563.6K | 0.10% | +775+7.7% | Added |
| Insigneo Advisory Services, LLC | 10,902 | $564.6K | 0.11% | +4,890+81.3% | Added |
| Cutler Group LP | 10,958 | $567.0K | 0.13% | −17,398−61.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,065 | $573.1K | 0.07% | +905+8.9% | Added |
| Beacon Financial Advisory LLC | 11,094 | $574.6K | 0.33% | +1,153+11.6% | Added |
| Campbell Wealth Management | 11,166 | $578.0K | 0.07% | −62−0.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,215 | $580.8K | 0.62% | −199−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 11,345 | $587.6K | 0.01% | +1,140+11.2% | Added |
| Diversified Trust Co | 11,402 | $590.5K | 0.02% | −4,092−26.4% | Reduced |
| Mechanics Bank Trust Department | 11,428 | $591.9K | 0.09% | −7,296−39.0% | Reduced |
| Stony Point Wealth Management Inc. | 11,432 | $592.1K | 0.30% | −1,681−12.8% | Reduced |
| Axxcess Wealth Management, LLC | 11,473 | $594.2K | 0.04% | −218−1.9% | Reduced |
| Good Life Advisors, LLC | 11,494 | $595.3K | 0.07% | −1,408−10.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,533 | $597.0K | 0.05% | +6,703+138.8% | Added |
| Headinvest, LLC | 12,054 | $597.8K | 0.13% | +1,778+17.3% | Added |
| Chiron Investment Management, LLC | 11,625 | $602.1K | 0.17% | +11,625 | New |
| Chesley Taft & Associates LLC | 11,674 | $604.6K | 0.04% | −1,375−10.5% | Reduced |
| Aptus Capital Advisors, LLC | 11,713 | $606.6K | 0.02% | −805−6.4% | Reduced |
| Delta Asset Management LLC | 11,753 | $608.7K | 0.06% | −850−6.7% | Reduced |
| Hilltop Holdings Inc. | 11,758 | $608.9K | 0.08% | +681+6.1% | Added |
| KC Investment Advisors, LLC | 11,758 | $608.9K | 0.41% | +938+8.7% | Added |
| Ballentine Partners, LLC | 11,825 | $612.4K | 0.01% | +11,825 | New |
| Belpointe Asset Management LLC | 11,882 | $615.4K | 0.07% | −1,809−13.2% | Reduced |
| HBK Sorce Advisory LLC | 11,909 | $616.8K | 0.03% | −298−2.4% | Reduced |
| Ti-Trust, Inc | 11,929 | $617.8K | 0.57% | −200−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,925 | $618.0K | 0.03% | −155−1.3% | Reduced |
| Canal Capital Management, LLC | 11,938 | $618.3K | 0.13% | −1,588−11.7% | Reduced |
| Adams Wealth Management | 11,993 | $621.1K | 0.19% | +903+8.1% | Added |
| Lederer & Associates Investment Counsel | 12,049 | $624.0K | 0.47% | −356−2.9% | Reduced |
| Fiduciary Trust Co | 12,058 | $624.5K | 0.01% | −1,223−9.2% | Reduced |
| Triangle Securities Wealth Management | 12,107 | $627.0K | 0.22% | −12,497−50.8% | Reduced |
| Brookfield Asset Management Inc. | 12,116 | $627.5K | 0.00% | +8,347+221.5% | Added |
| Plimoth Trust Co LLC | 12,150 | $629.2K | 0.19% | −105−0.9% | Reduced |
| Patten & Patten Inc | 12,237 | $633.8K | 0.05% | −1,330−9.8% | Reduced |
| IHT Wealth Management, LLC | 12,370 | $640.6K | 0.03% | +399+3.3% | Added |
| Capital Asset Advisory Services LLC | 12,190 | $641.7K | 0.04% | +171+1.4% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $643.5K | 0.58% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12,452 | $644.9K | 0.26% | −1,875−13.1% | Reduced |
| Aviva PLC | 12,456 | $645.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,499 | $647.3K | 0.01% | +702+6.0% | Added |
| MidWestOne Financial Group, Inc. | 12,559 | $650.4K | 0.14% | −476−3.7% | Reduced |
| HBW Advisory Services LLC | 12,627 | $654.0K | 0.14% | +12,627 | New |
| Cornerstone Advisory, LLC | 12,701 | $657.8K | 0.12% | −40−0.3% | Reduced |
| Csenge Advisory Group | 12,738 | $659.7K | 0.04% | +447+3.6% | Added |
| Donaldson Capital Management, LLC | 12,830 | $664.5K | 0.03% | −545−4.1% | Reduced |
| Fox Run Management, L.L.C. | 12,893 | $667.7K | 0.19% | +12,893 | New |
| Meeder Advisory Services, Inc. | 12,921 | $669.2K | 0.07% | +1,405+12.2% | Added |
| Meyer Handelman Co | 12,965 | $671.5K | 0.03% | 00.0% | Unchanged |
| TFG Advisers LLC | 13,028 | $674.7K | 0.31% | −2,127−14.0% | Reduced |
| Gsa Capital Partners LLP | 13,110 | $679.0K | 0.07% | +13,110 | New |
| Merit Financial Group, LLC | 13,201 | $683.7K | 0.02% | +4,536+52.3% | Added |
| Wedbush Securities Inc | 13,377 | $693.0K | 0.03% | −301−2.2% | Reduced |
| Texas Yale Capital Corp. | 13,500 | $699.2K | 0.03% | −1,135−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,535 | $701.0K | 0.02% | +2,718+25.1% | Added |
| Liberty One Investment Management, LLC | 13,554 | $702.0K | 0.09% | +668+5.2% | Added |
| Boston Financial Mangement LLC | 13,581 | $703.4K | 0.03% | +1,723+14.5% | Added |
| Carnegie Capital Asset Management, LLC | 13,592 | $704.0K | 0.03% | −2,857−17.4% | Reduced |
| Mork Capital Management, LLC | 13,640 | $706.4K | 0.54% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,683 | $709.0K | 0.03% | −532−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 13,773 | $713.3K | 0.09% | −10.0% | Reduced |
| HB Wealth Management, LLC | 13,835 | $716.5K | 0.01% | +1,400+11.3% | Added |
| Mainstay Capital Management LLC | 13,920 | $720.9K | 0.13% | +525+3.9% | Added |
| Evercore Wealth Management, LLC | 13,956 | $722.8K | 0.01% | −2,732−16.4% | Reduced |
| Greenleaf Trust | 13,956 | $722.8K | 0.01% | −402−2.8% | Reduced |
| Wealthspire Advisors, LLC | 13,956 | $722.8K | 0.01% | −1,205−7.9% | Reduced |
| SYSTM Wealth Solutions LLC | 14,050 | $727.7K | 0.10% | +2,212+18.7% | Added |
| River Wealth Advisors LLC | 14,083 | $729.4K | 0.12% | −135−0.9% | Reduced |
| United Bank | 14,101 | $730.3K | 0.09% | −663−4.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,390 | $745.3K | 0.00% | +11,188+349.4% | Added |
| Vinva Investment Management Ltd | 14,406 | $746.5K | 0.07% | +507+3.6% | Added |
| Centiva Capital, LP | 14,443 | $748.0K | 0.04% | +14,443 | New |
| Meridian Financial Partners LLC | 14,118 | $750.0K | 0.45% | +196+1.4% | Added |
| Oak Hill Wealth Advisors, LLC | 14,477 | $750.6K | 0.28% | −1,280−8.1% | Reduced |
| MAI Capital Management | 14,523 | $752.1K | 0.01% | −1,927−11.7% | Reduced |
| Veriti Management LLC | 14,640 | $758.2K | 0.08% | −2,678−15.5% | Reduced |
| CNB Bank | 14,721 | $762.4K | 0.45% | −1,054−6.7% | Reduced |
| BKD Wealth Advisors, LLC | 14,725 | $762.6K | 0.02% | −2,380−13.9% | Reduced |
| Bank of New Hampshire | 14,740 | $763.4K | 0.22% | −1,082−6.8% | Reduced |
| TCTC Holdings, LLC | 14,779 | $765.4K | 0.03% | +250+1.7% | Added |
| Park Place Capital Corp | 14,783 | $765.6K | 0.22% | +53+0.4% | Added |
| J.W. Cole Advisors, Inc. | 14,868 | $770.0K | 0.06% | −1,926−11.5% | Reduced |
| Sumitomo Life Insurance Co | 14,874 | $770.3K | 0.03% | −1,270−7.9% | Reduced |
| PFG Advisors | 14,926 | $773.0K | 0.06% | +6,529+77.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,132 | $783.7K | 0.32% | −9,619−38.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,159 | $785.0K | 0.05% | −2,891−16.0% | Reduced |
| My Legacy Advisors, LLC | 14,810 | $785.5K | 0.31% | +885+6.4% | Added |