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 |
|---|---|---|---|---|---|
| Birchcreek Wealth Management, LLC | 5,751 | $297.8K | 0.21% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,719 | $296.2K | 0.23% | +466+8.9% | Added |
| ZWJ Investment Counsel Inc | 5,690 | $294.7K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,628 | $291.5K | 0.03% | +5,628 | New |
| Diligent Investors, LLC | 5,605 | $290.3K | 0.09% | +130+2.4% | Added |
| Buckingham Strategic Partners | 5,601 | $290.1K | 0.02% | −671−10.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $290.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,589 | $289.5K | 0.16% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,567 | $288.3K | 0.13% | −673−10.8% | Reduced |
| Symmetry Partners, LLC | 5,559 | $288.0K | 0.02% | 00.0% | Unchanged |
| Slagle Financial, LLC | 5,539 | $286.9K | 0.18% | +5,539 | New |
| New Millennium Group LLC | 5,506 | $285.2K | 0.26% | −3,687−40.1% | Reduced |
| Spinnaker Trust | 5,506 | $285.2K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,494 | $284.5K | 0.03% | −10,517−65.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,475 | $283.6K | 0.08% | −3,580−39.5% | Reduced |
| O'Connor Financial Group LLC | 5,462 | $282.9K | 0.20% | −55−1.0% | Reduced |
| Penserra Capital Management LLC | 5,416 | $280.0K | 0.01% | +4,760+725.6% | Added |
| Dynamic Advisor Solutions LLC | 5,404 | $279.9K | 0.01% | −1,416−20.8% | Reduced |
| Abacus Planning Group, Inc. | 5,381 | $278.7K | 0.07% | −162−2.9% | Reduced |
| Ignite Planners, LLC | 5,325 | $278.2K | 0.11% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 5,370 | $278.0K | 0.22% | −490−8.4% | Reduced |
| Luts & Greenleigh Group, Inc | 5,350 | $277.1K | 0.34% | +811+17.9% | Added |
| Dividend Assets Capital, LLC | 5,326 | $276.0K | 0.06% | −24−0.4% | Reduced |
| North Star Investment Management Corp. | 5,303 | $274.6K | 0.02% | −60−1.1% | Reduced |
| Kingfisher Capital LLC | 5,280 | $273.0K | 0.07% | +171+3.3% | Added |
| Alterity Financial Group, LLC | 5,266 | $272.8K | 0.39% | 00.0% | Unchanged |
| CX Institutional | 5,264 | $272.6K | 0.01% | +1,081+25.8% | Added |
| FinTrust Capital Advisors, LLC | 4,445 | $272.6K | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,250 | $271.9K | 0.01% | −488−8.5% | Reduced |
| CIC Wealth, LLC | 5,244 | $271.6K | 0.09% | −43−0.8% | Reduced |
| Wedmont Private Capital | 5,125 | $269.8K | 0.03% | −1,025−16.7% | Reduced |
| Aull & Monroe Investment Management Corp | 5,143 | $266.4K | 0.13% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,104 | $264.3K | 0.10% | +355+7.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,056 | $261.9K | 0.03% | −144−2.8% | Reduced |
| Financial Planning & Information Services, Inc. | 5,050 | $261.5K | 0.05% | +6+0.1% | Added |
| First City Capital Management, Inc. | 5,043 | $261.2K | 0.15% | −812−13.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,997 | $258.8K | 0.05% | +4,997 | New |
| Northcape Wealth Management, LLC | 4,949 | $256.3K | 0.09% | +26+0.5% | Added |
| Flputnam Investment Management Co | 4,931 | $255.4K | 0.01% | +1,159+30.7% | Added |
| Change Path, LLC | 4,910 | $254.0K | 0.01% | −757−13.4% | Reduced |
| Graypoint LLC | 4,902 | $253.9K | 0.03% | −1,507−23.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,891 | $253.3K | 0.01% | −897−15.5% | Reduced |
| Heritage Trust Co | 4,875 | $252.5K | 0.04% | +393+8.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,860 | $251.7K | 0.02% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,850 | $251.2K | 0.02% | −434−8.2% | Reduced |
| Lido Advisors, LLC | 4,848 | $251.1K | 0.00% | −2,980−38.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,846 | $251.0K | 0.02% | +534+12.4% | Added |
| ASB Consultores, LLC | 4,844 | $250.9K | 0.12% | +1,078+28.6% | Added |
| LCNB Corp | 4,843 | $250.8K | 0.11% | −196−3.9% | Reduced |
| Forum Financial Management, LP | 4,809 | $249.1K | 0.01% | +17+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,800 | $249.0K | 0.00% | +4,800 | New |
| NorthRock Partners, LLC | 4,800 | $248.6K | 0.03% | −926−16.2% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $248.5K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,799 | $248.5K | 0.03% | −105−2.1% | Reduced |
| Epoch Investment Partners, Inc. | 4,765 | $246.8K | 0.00% | −2,240−32.0% | Reduced |
| Parallel Advisors, LLC | 4,750 | $246.0K | 0.01% | −542−10.2% | Reduced |
| Mitchell Sinkler & Starr | 4,720 | $244.4K | 0.07% | −246−5.0% | Reduced |
| Equitable Trust Co | 4,713 | $244.1K | 0.02% | −602−11.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,711 | $244.0K | 0.11% | +4,711 | New |
| Kinloch Capital, LLC | 4,681 | $242.4K | 0.14% | −368−7.3% | Reduced |
| Thompson Davis & Co., Inc. | 4,679 | $242.3K | 0.27% | +20.0% | Added |
| Triad Financial Advisors, Inc. | 4,667 | $241.7K | 0.10% | −120−2.5% | Reduced |
| Pointe Capital Management LLC | 4,660 | $241.3K | 0.18% | +79+1.7% | Added |
| Girard Partners Ltd. | 4,624 | $239.5K | 0.03% | −600−11.5% | Reduced |
| Ameritas Advisory Services, LLC | 4,584 | $239.5K | 0.03% | −2,163−32.1% | Reduced |
| Los Angeles Capital Management LLC | 4,615 | $239.0K | 0.00% | −6,947−60.1% | Reduced |
| 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 |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $238.0K | 0.00% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 4,592 | $237.8K | 0.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,580 | $237.2K | 0.00% | −637,000−99.3% | Reduced |
| Evolution Advisers, Inc. | 4,593 | $237.0K | 0.17% | +21+0.5% | Added |
| Capital Analysts, LLC | 4,509 | $234.0K | 0.01% | +504+12.6% | Added |
| Jump Financial, LLC | 4,513 | $233.7K | 0.01% | +4,513 | New |
| Wexford Capital LP | 4,500 | $233.1K | 0.05% | −27,404−85.9% | Reduced |
| Stiles Financial Services Inc | 4,494 | $232.7K | 0.12% | +49+1.1% | Added |
| Nadler Financial Group, Inc. | 4,477 | $231.9K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 4,473 | $231.7K | 0.16% | −40−0.9% | Reduced |
| WealthTrust Axiom LLC | 4,460 | $231.0K | 0.08% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,443 | $230.1K | 0.10% | +4,443 | New |
| Cambridge Trust Co | 4,436 | $229.7K | 0.01% | −623−12.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,425 | $229.0K | 0.10% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,406 | $228.2K | 0.06% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $227.9K | 0.16% | 00.0% | Unchanged |
| Marotta Asset Management | 4,398 | $227.8K | 0.05% | +4,398 | New |
| MBA Advisors LLC | 4,394 | $227.6K | 0.14% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,383 | $227.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,382 | $227.0K | 0.01% | −268−5.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,357 | $225.6K | 0.15% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,350 | $225.3K | 0.01% | −400−8.4% | Reduced |
| Ironsides Asset Advisors, LLC | 4,344 | $224.9K | 0.10% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,339 | $224.7K | 0.00% | +346+8.7% | Added |
| Boston Family Office LLC | 4,316 | $224.0K | 0.02% | −2,889−40.1% | Reduced |
| Powers Advisory Group, LLC | 4,320 | $223.7K | 0.15% | +42+1.0% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $223.5K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,310 | $223.2K | 0.02% | +524+13.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,308 | $223.1K | 0.00% | +20+0.5% | Added |
| Transform Wealth, LLC | 4,292 | $222.3K | 0.02% | +6+0.1% | Added |
| Tectonic Advisors LLC | 4,284 | $221.9K | 0.03% | −1,561−26.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,274 | $221.4K | 0.17% | +22+0.5% | Added |