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 |
|---|---|---|---|---|---|
| Quarry LP | 1,536 | $79.5K | 0.05% | +1,536 | New |
| Johnson Financial Group, Inc. | 1,528 | $79.1K | 0.01% | −2,284−59.9% | Reduced |
| Byrne Asset Management LLC | – | $78.0K | 0.05% | – | – |
| Sugarloaf Wealth Management, LLC | 1,500 | $77.7K | 0.02% | −45−2.9% | Reduced |
| V-Square Quantitative Management LLC | 1,484 | $76.9K | 0.06% | +1,484 | New |
| Gradient Investments LLC | 1,477 | $76.5K | 0.00% | −278−15.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,475 | $76.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,450 | $75.1K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,442 | $74.7K | 0.04% | −498−25.7% | Reduced |
| CoreFirst Bank & Trust | 1,376 | $71.3K | 0.05% | −4,700−77.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,359 | $70.4K | 0.02% | +1,359 | New |
| Cowen Prime Advisors LLC | 1,300 | $67.3K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $66.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $64.9K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,176 | $60.9K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,166 | $60.4K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,155 | $60.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,156 | $59.9K | 0.01% | +277+31.5% | Added |
| Farther Finance Advisors, LLC | 1,102 | $57.1K | 0.01% | +542+96.8% | Added |
| Clear Street Markets LLC | 1,093 | $57.0K | 0.02% | −544−33.2% | Reduced |
| Benjamin Edwards Inc | 1,072 | $56.0K | 0.01% | −181−14.4% | Reduced |
| Silvant Capital Management LLC | 1,071 | $55.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $52.2K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $51.9K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $51.8K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 977 | $50.6K | 0.01% | −477−32.8% | Reduced |
| Riverview Trust Co | 949 | $49.1K | 0.04% | −597−38.6% | Reduced |
| Compass Wealth Management LLC | 946 | $49.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 942 | $48.8K | 0.01% | −2−0.2% | Reduced |
| City State Bank | 936 | $48.0K | 0.03% | +242+34.9% | Added |
| Foster Dykema Cabot & Co Inc | 918 | $48.0K | 0.01% | +368+66.9% | Added |
| Canton Hathaway, LLC | 900 | $47.0K | 0.01% | −100−10.0% | Reduced |
| Horizon Bancorp Inc | 900 | $47.0K | 0.03% | +900 | New |
| Carmichael Hill & Associates, Inc. | 876 | $45.4K | 0.02% | −2,092−70.5% | Reduced |
| Coppell Advisory Solutions LLC | 868 | $45.0K | 0.01% | +868 | New |
| Investment Research & Advisory Group, Inc. | 865 | $44.8K | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 860 | $44.6K | 0.00% | −34,111−97.5% | Reduced |
| Annapolis Financial Services, LLC | 839 | $43.5K | 0.01% | +350+71.6% | Added |
| Missouri Trust & Investment Co | 825 | $42.7K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 809 | $41.9K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,500 | $41.9K | 0.02% | +100+7.1% | Added |
| Ruedi Wealth Management, Inc. | 803 | $41.6K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 797 | $41.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 785 | $40.7K | 0.01% | −17−2.1% | Reduced |
| Aspire Private Capital, LLC | 782 | $40.5K | 0.01% | +69+9.7% | Added |
| Baystate Wealth Management LLC | 763 | $39.5K | 0.00% | −63−7.6% | Reduced |
| West Branch Capital LLC | 746 | $38.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 734 | $38.0K | 0.01% | −93−11.2% | Reduced |
| Fiduciary Alliance LLC | 729 | $37.8K | 0.01% | +729 | New |
| Cherry Tree Wealth Management, LLC | 710 | $36.8K | 0.01% | +710 | New |
| Creative Financial Designs Inc | 681 | $35.3K | 0.00% | +2+0.3% | Added |
| Financial Management Professionals, Inc. | 677 | $35.0K | 0.01% | +4+0.6% | Added |
| MCF Advisors LLC | 670 | $34.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 650 | $33.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 609 | $32.0K | 0.01% | +482+379.5% | Added |
| Avalon Trust Co | 590 | $30.5K | 0.00% | −1,200−67.0% | Reduced |
| Old Second National Bank of Aurora | 587 | $30.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 567 | $29.4K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 574 | $29.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 559 | $29.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $28.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.8K | 0.02% | – | – |
| Core Alternative Capital | 551 | $28.5K | 0.00% | +18+3.4% | Added |
| Logan Capital Management Inc | 534 | $27.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 516 | $26.7K | 0.01% | +316+158.0% | Added |
| Newbridge Financial Services Group, Inc. | 516 | $26.7K | 0.01% | −258−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 509 | $26.4K | 0.01% | +5+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $25.9K | 0.01% | −111−18.2% | Reduced |
| 1832 Asset Management L.P. | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 498 | $25.8K | 0.01% | +4+0.8% | Added |
| Tucker Asset Management LLC | 440 | $22.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 439 | $22.7K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 436 | $22.6K | 0.01% | +46+11.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $22.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 391 | $20.3K | 0.01% | −42−9.7% | Reduced |
| Covestor Ltd | 392 | $20.0K | 0.02% | −4−1.0% | Reduced |
| Wolff Wiese Magana LLC | 368 | $19.1K | 0.01% | +30+8.9% | Added |
| Venturi Wealth Management, LLC | 367 | $19.0K | 0.00% | −25−6.4% | Reduced |
| WealthPLAN Partners, LLC | 359 | $18.6K | 0.00% | −977−73.1% | Reduced |
| DecisionPoint Financial, LLC | 355 | $18.4K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 353 | $18.3K | 0.01% | +103+41.2% | Added |
| Sit Investment Associates Inc | 349 | $18.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 346 | $17.9K | 0.01% | +13+3.9% | Added |
| CGC Financial Services, LLC | 339 | $17.6K | 0.01% | +339 | New |
| Bell Investment Advisors, Inc | 331 | $17.1K | 0.00% | −107−24.4% | Reduced |
| West Financial Advisors, LLC | 326 | $16.9K | 0.00% | +326 | New |
| Larson Financial Group LLC | 322 | $16.7K | 0.00% | −182−36.1% | Reduced |
| Gables Capital Management Inc. | 320 | $16.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 301 | $15.6K | 0.00% | −191−38.8% | Reduced |
| Horizons Wealth Management | 300 | $15.5K | 0.01% | +300 | New |
| Abound Wealth Management | 291 | $15.1K | 0.01% | +81+38.6% | Added |
| Tilia Fiduciary Partners, Inc. | 290 | $15.0K | 0.01% | −40−12.1% | Reduced |
| Strategic Investment Solutions, Inc. | 303 | $14.9K | 0.00% | −866−74.1% | Reduced |
| Miller Wealth Advisors, LLC | 280 | $14.5K | 0.01% | −621−68.9% | Reduced |
| MRP Capital Investments, LLC | 277 | $14.4K | 0.01% | +3+1.1% | Added |
| FSC Wealth Advisors, LLC | 274 | $14.2K | 0.01% | 00.0% | Unchanged |