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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 4,254 | $220.3K | 0.01% | +125+3.0% | Added |
| Chapin Davis, Inc. | 4,242 | $219.7K | 0.10% | −1,535−26.6% | Reduced |
| Ballast, Inc. | 4,233 | $219.2K | 0.08% | +4,233 | New |
| RiverFront Investment Group, LLC | 4,229 | $219.0K | 0.01% | +4,229 | New |
| Prairie Sky Financial Group LLC | 4,212 | $218.2K | 0.15% | +4,212 | New |
| Boothbay Fund Management, LLC | 4,193 | $217.2K | 0.01% | −19,617−82.4% | Reduced |
| Herold Advisors, Inc. | 4,185 | $216.7K | 0.07% | +225+5.7% | Added |
| Independent Financial Group, LLC | 4,182 | $216.6K | 0.01% | −222−5.0% | Reduced |
| Exchange Bank | 4,181 | $216.5K | 0.21% | +4,181 | New |
| Financial Engines Advisors L.L.C. | 4,179 | $216.4K | 0.00% | +4,179 | New |
| Petra Financial Advisors Inc | 4,170 | $215.9K | 0.19% | −210−4.8% | Reduced |
| Renasant Bank | 4,167 | $215.8K | 0.18% | −1,052−20.2% | Reduced |
| Meridian Financial, LLC | 4,143 | $214.6K | 0.19% | +4,143 | New |
| CVA Family Office, LLC | 4,135 | $214.2K | 0.04% | +1,026+33.0% | Added |
| Summit Trail Advisors, LLC | 4,128 | $213.8K | 0.01% | +4,128 | New |
| Princeton Capital Management LLC | 4,126 | $213.7K | 0.09% | −2,458−37.3% | Reduced |
| InterOcean Capital Group, LLC | 4,107 | $212.7K | 0.01% | +270+7.0% | Added |
| First Manhattan Co | 4,102 | $212.4K | 0.00% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 4,025 | $210.5K | 0.17% | −630−13.5% | Reduced |
| Truvestments Capital LLC | 4,060 | $210.2K | 0.10% | +27+0.7% | Added |
| Golden State Equity Partners | 4,059 | $210.2K | 0.06% | +4,059 | New |
| Hexagon Capital Partners LLC | 4,054 | $210.0K | 0.06% | +1,366+50.8% | Added |
| Regal Investment Advisors LLC | 4,050 | $209.8K | 0.02% | −134−3.2% | Reduced |
| E&G Advisors, LP | 4,043 | $209.4K | 0.07% | +12+0.3% | Added |
| Versant Capital Management, Inc | 4,034 | $208.9K | 0.07% | −209−4.9% | Reduced |
| King Luther Capital Management Corp | 4,016 | $208.0K | 0.00% | −860−17.6% | Reduced |
| Prio Wealth Limited Partnership | 4,014 | $207.9K | 0.01% | −2,366−37.1% | Reduced |
| Column Capital Advisors, LLC | 4,000 | $207.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,000 | $207.2K | 0.02% | 00.0% | Unchanged |
| Rollins Financial | 3,994 | $206.8K | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,981 | $206.2K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,972 | $206.0K | 0.12% | +3,972 | New |
| Inlet Private Wealth, LLC | 3,973 | $205.8K | 0.05% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3,957 | $204.9K | 0.18% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,968 | $204.6K | 0.03% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,950 | $204.6K | 0.09% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 3,899 | $201.9K | 0.15% | −2−0.1% | Reduced |
| MSH Capital Advisors LLC | 3,876 | $200.8K | 0.07% | +7+0.2% | Added |
| Lake Hills Wealth Management, LLC | 3,869 | $200.4K | 0.22% | +3,869 | New |
| Kepos Capital LP | 3,850 | $199.0K | 0.04% | +3,850 | New |
| Pittenger & Anderson Inc | 3,750 | $194.2K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,826 | $192.4K | 0.19% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,663 | $189.7K | 0.03% | +500+15.8% | Added |
| Hazlett, Burt & Watson, Inc. | 3,620 | $188.0K | 0.14% | −100−2.7% | Reduced |
| Tompkins Financial Corp | 3,620 | $187.5K | 0.03% | +300+9.0% | Added |
| Laurel Wealth Advisors LLC | 3,533 | $183.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,486 | $180.5K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,411 | $176.7K | 0.01% | +39+1.2% | Added |
| Field & Main Bank | 3,248 | $168.2K | 0.09% | −1,800−35.7% | Reduced |
| Motco | 3,102 | $160.7K | 0.01% | −75,684−96.1% | Reduced |
| Mechanics Financial Corp | 3,080 | $159.5K | 0.09% | −2,115−40.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,974 | $154.0K | 0.02% | −159−5.1% | Reduced |
| Carolinas Wealth Consulting LLC | 49,592 | $151.0K | 0.03% | −108−0.2% | Reduced |
| Sawyer & Company, Inc | 2,885 | $149.0K | 0.07% | −218−7.0% | Reduced |
| Webster Bank, N. A. | 2,829 | $146.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,763 | $143.1K | 0.03% | +1,047+61.0% | Added |
| Dakota Community Bank & Trust NA | 2,747 | $142.3K | 0.84% | +389+16.5% | Added |
| Evermay Wealth Management LLC | 2,724 | $141.1K | 0.03% | −24−0.9% | Reduced |
| S.A. Mason LLC | 2,406 | $134.5K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,597 | $134.5K | 0.09% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $132.0K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,487 | $129.0K | 0.02% | −115−4.4% | Reduced |
| Sound Income Strategies, LLC | 2,470 | $127.9K | 0.01% | +1,127+83.9% | Added |
| Hall Laurie J Trustee | 2,425 | $126.0K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,426 | $125.6K | 0.05% | +34+1.4% | Added |
| SOA Wealth Advisors, LLC. | 2,416 | $125.1K | 0.03% | +482+24.9% | Added |
| HHM Wealth Advisors, LLC | 2,406 | $124.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,399 | $124.3K | 0.04% | +12+0.5% | Added |
| Oakworth Capital, Inc. | 2,359 | $122.2K | 0.01% | −269−10.2% | Reduced |
| Quent Capital, LLC | 2,233 | $115.6K | 0.02% | −5−0.2% | Reduced |
| NSI Retail Advisors, LLC | 2,211 | $115.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,197 | $113.8K | 0.17% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,171 | $112.4K | 0.08% | −170−7.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,134 | $111.0K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,143 | $111.0K | 0.02% | −329−13.3% | Reduced |
| Union Savings Bank | 2,070 | $110.8K | 0.07% | +2,070 | New |
| Global Trust Asset Management, LLC | 2,128 | $110.2K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,087 | $108.1K | 0.02% | −10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,082 | $107.8K | 0.04% | +38+1.9% | Added |
| Vestor Capital, LLC | 2,055 | $106.0K | 0.01% | +1,109+117.2% | Added |
| Parkside Financial Bank & Trust | 2,042 | $105.8K | 0.03% | +188+10.1% | Added |
| Glassman Wealth Services | 2,039 | $105.6K | 0.02% | +150+7.9% | Added |
| Duncker Streett & Co Inc | 2,035 | $105.4K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,013 | $104.3K | 0.00% | +2,013 | New |
| Alta Advisers Ltd | 2,000 | $103.6K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,000 | $103.6K | 0.06% | +2,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,934 | $100.2K | 0.01% | −57−2.9% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $98.4K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,865 | $96.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,841 | $95.3K | 0.06% | −162−8.1% | Reduced |
| First Financial Corp | 1,804 | $93.4K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,792 | $92.8K | 0.01% | +479+36.5% | Added |
| Cornerstone Planning Group LLC | 1,771 | $91.7K | 0.04% | +1,771 | New |
| Tradewinds Capital Management, LLC | 1,716 | $88.9K | 0.03% | +24+1.4% | Added |
| Cape Investment Advisory, Inc. | 1,692 | $87.6K | 0.05% | −304−15.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,689 | $87.5K | 0.02% | +774+84.6% | Added |
| Focused Wealth Management, Inc | 1,676 | $86.8K | 0.02% | +18+1.1% | Added |
| Riggs Asset Managment Co. Inc. | 1,637 | $84.8K | 0.03% | −16−1.0% | Reduced |
| Piscataqua Savings Bank | 1,567 | $81.2K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,541 | $79.8K | 0.03% | −1,032−40.1% | Reduced |