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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 15,183 | $786.3K | 0.14% | −321−2.1% | Reduced |
| Haverford Trust Co | 15,201 | $787.3K | 0.01% | −2,000−11.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,363 | $796.0K | 0.03% | −1,392−8.3% | Reduced |
| SageView Advisory Group, LLC | 15,424 | $798.8K | 0.04% | −975−5.9% | Reduced |
| Capital Investment Counsel, Inc | 15,533 | $804.5K | 0.16% | +9,239+146.8% | Added |
| Shelton Capital Management | 15,632 | $809.6K | 0.03% | −100−0.6% | Reduced |
| Eagle Harbor Asset Management Inc | 15,684 | $812.3K | 1.06% | +2,362+17.7% | Added |
| Blue Edge Capital, LLC | 15,700 | $813.1K | 0.16% | −100−0.6% | Reduced |
| First Command Bank | 15,722 | $814.2K | 0.08% | −426−2.6% | Reduced |
| First Command Financial Services, Inc. | 15,722 | $814.2K | 0.08% | −426−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 15,817 | $819.1K | 0.04% | −16,098−50.4% | Reduced |
| Grove Bank & Trust | 15,891 | $823.0K | 0.17% | −477−2.9% | Reduced |
| Corton Capital Inc. | 16,099 | $833.8K | 0.39% | +4,736+41.7% | Added |
| Hendershot Investments Inc. | 16,108 | $834.2K | 0.13% | −209−1.3% | Reduced |
| Schmidt P J Investment Management Inc | 15,418 | $834.4K | 0.17% | −2,200−12.5% | Reduced |
| Jacobi Capital Management LLC | 16,144 | $836.1K | 0.09% | +685+4.4% | Added |
| D.B. Root & Company, LLC | 16,241 | $841.1K | 0.32% | +65+0.4% | Added |
| First United Bank Trust | 16,278 | $842.9K | 0.37% | −1,919−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,301 | $844.2K | 0.11% | −1,182−6.8% | Reduced |
| Cypress Capital Group | 16,445 | $851.7K | 0.12% | −9,065−35.5% | Reduced |
| Founders Financial Alliance, LLC | 16,506 | $854.8K | 0.34% | +2,312+16.3% | Added |
| Sovereign Financial Group, Inc. | 16,521 | $855.6K | 0.28% | +4,111+33.1% | Added |
| Terry L. Blaker | 16,566 | $857.9K | 0.07% | +882+5.6% | Added |
| Venture Visionary Partners LLC | 16,797 | $870.0K | 0.05% | +123+0.7% | Added |
| Joel Isaacson & Co., LLC | 16,817 | $870.9K | 0.06% | +1,257+8.1% | Added |
| Armor Investment Advisors, LLC | 16,858 | $873.1K | 0.53% | −4,769−22.1% | Reduced |
| Citizens National Bank Trust Department | 16,878 | $874.1K | 0.23% | −9,405−35.8% | Reduced |
| Two Sigma Securities, LLC | 16,883 | $874.4K | 0.07% | +7,742+84.7% | Added |
| First Horizon Advisors, Inc. | 16,890 | $874.7K | 0.03% | +287+1.7% | Added |
| Snowden Capital Advisors LLC | 16,970 | $878.9K | 0.03% | +3,817+29.0% | Added |
| Caldwell Trust Co | 17,032 | $882.1K | 0.12% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 17,096 | $885.0K | 0.14% | −100−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,169 | $889.2K | 0.11% | +2,154+14.3% | Added |
| PBMares Wealth Management LLC | 17,174 | $889.4K | 0.32% | +10.0% | Added |
| ORG Partners LLC | 16,919 | $889.6K | 0.14% | +16,919 | New |
| Waterfront Wealth Inc. | 16,464 | $889.7K | 0.26% | +1,490+10.0% | Added |
| Wealthcare Advisory Partners LLC | 17,215 | $891.6K | 0.04% | −142−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 17,338 | $897.9K | 0.03% | −147−0.8% | Reduced |
| Reuter James Wealth Management, LLC | 17,340 | $898.0K | 1.08% | +1,896+12.3% | Added |
| Paradigm Financial Partners, LLC | 17,409 | $901.6K | 0.24% | +877+5.3% | Added |
| Sawtooth Solutions, LLC | 17,433 | $902.8K | 0.02% | −3,501−16.7% | Reduced |
| Bleakley Financial Group, LLC | 17,438 | $903.1K | 0.03% | −3,490−16.7% | Reduced |
| Wealth Alliance | 17,544 | $908.6K | 0.14% | +2,103+13.6% | Added |
| RNC Capital Management LLC | 17,609 | $912.0K | 0.05% | −745−4.1% | Reduced |
| Advisory Services Network, LLC | 17,683 | $915.8K | 0.02% | −3,612−17.0% | Reduced |
| KCM Investment Advisors LLC | 17,766 | $920.1K | 0.04% | −3,995−18.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,950 | $929.6K | 0.03% | +14,192+377.6% | Added |
| Assetmark, Inc | 17,964 | $930.3K | 0.00% | +6,952+63.1% | Added |
| Archford Capital Strategies, LLC | 17,291 | $931.8K | 0.18% | +4,938+40.0% | Added |
| St Germain D J Co Inc | 18,033 | $933.9K | 0.05% | +18,033 | New |
| Azimuth Capital Investment Management LLC | 18,108 | $937.8K | 0.04% | +50+0.3% | Added |
| Hall Capital Management Co Inc | 18,120 | $938.4K | 0.53% | +480+2.7% | Added |
| Albion Financial Group | 18,250 | $945.2K | 0.08% | −31,688−63.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 18,402 | $953.0K | 0.60% | +819+4.7% | Added |
| Chickasaw Capital Management LLC | 18,446 | $955.0K | 0.05% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 18,543 | $960.3K | 0.48% | +281+1.5% | Added |
| Intrua Financial, LLC | 18,663 | $966.6K | 0.17% | +4,213+29.2% | Added |
| Level Four Advisory Services, LLC | 18,681 | $967.5K | 0.06% | +88+0.5% | Added |
| Verus Financial Partners, Inc. | 17,893 | $968.4K | 0.12% | −1,625−8.3% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $968.5K | 0.04% | 00.0% | Unchanged |
| Strategic Equity Management | 18,868 | $977.2K | 0.33% | −80−0.4% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $978.0K | 0.25% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,938 | $980.8K | 0.01% | −169−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 18,947 | $981.3K | 0.66% | −1,098−5.5% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $982.2K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 18,992 | $983.6K | 0.07% | −537−2.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,031 | $985.6K | 0.86% | −353−1.8% | Reduced |
| Bull Street Advisors, LLC | 19,096 | $989.0K | 0.51% | +155+0.8% | Added |
| GoalVest Advisory LLC | 19,147 | $991.6K | 0.51% | −4,451−18.9% | Reduced |
| Fiduciary Group LLC | 19,179 | $993.3K | 0.12% | −862−4.3% | Reduced |
| Ieq Capital, LLC | 19,203 | $994.5K | 0.02% | +2,036+11.9% | Added |
| Argent Advisors, Inc. | 19,230 | $995.9K | 0.46% | −2,876−13.0% | Reduced |
| Whitener Capital Management, Inc. | 19,245 | $996.7K | 0.38% | +595+3.2% | Added |
| Woodstock Corp | 19,324 | $1.00M | 0.12% | −1,150−5.6% | Reduced |
| Intech Investment Management LLC | 19,427 | $1.01M | 0.01% | −13,494−41.0% | Reduced |
| Waters Parkerson & Co., LLC | 19,526 | $1.01M | 0.06% | −400−2.0% | Reduced |
| Edge Capital Group, LLC | 19,639 | $1.02M | 0.06% | −220−1.1% | Reduced |
| CSM Advisors, LLC | 19,699 | $1.02M | 0.08% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19,839 | $1.03M | 0.03% | +1,757+9.7% | Added |
| Acorn Financial Advisory Services Inc | 20,132 | $1.04M | 0.19% | +1,062+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 20,212 | $1.05M | 0.02% | −318−1.5% | Reduced |
| Chiron Capital Management, LLC | 20,228 | $1.05M | 0.83% | +4,800+31.1% | Added |
| United Services Automobile Association | 20,230 | $1.05M | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 20,355 | $1.05M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,424 | $1.06M | 0.02% | −58,963−74.3% | Reduced |
| NBT Bank N A | 20,685 | $1.07M | 0.15% | −1,047−4.8% | Reduced |
| FDx Advisors, Inc. | 20,786 | $1.08M | 0.06% | +1,776+9.3% | Added |
| Glenview Trust Co | 20,792 | $1.08M | 0.03% | +54+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 20,916 | $1.08M | 0.02% | +1,350+6.9% | Added |
| Marco Investment Management LLC | 20,933 | $1.08M | 0.12% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,050 | $1.09M | 0.08% | −2,500−10.6% | Reduced |
| GTS Securities LLC | 21,098 | $1.09M | 0.03% | +21,098 | New |
| Horan Capital Advisors, LLC. | 21,141 | $1.09M | 0.43% | +37+0.2% | Added |
| Peoples Financial Services Corp. | 21,277 | $1.10M | 0.49% | −600−2.7% | Reduced |
| Wealth Quarterback LLC | 21,354 | $1.11M | 0.77% | +7,344+52.4% | Added |
| Integrated Advisors Network LLC | 21,452 | $1.11M | 0.06% | −1,325−5.8% | Reduced |
| Modera Wealth Management, LLC | 21,524 | $1.11M | 0.02% | +17,367+417.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,526 | $1.11M | 0.05% | −64,823−75.1% | Reduced |
| Patten Group, Inc. | 21,623 | $1.12M | 0.32% | −728−3.3% | Reduced |
| Heritage Wealth Advisors | 21,732 | $1.13M | 0.06% | +10.0% | Added |