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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 278 | $14.0K | 0.00% | −16−5.4% | Reduced |
| Highlander Capital Management, LLC | 267 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 273 | $14.0K | 0.00% | +75+37.9% | Added |
| JFS Wealth Advisors, LLC | 268 | $13.9K | 0.00% | −1,664−86.1% | Reduced |
| AXS Investments LLC | 257 | $13.3K | 0.00% | −210−45.0% | Reduced |
| Baker Avenue Asset Management, LP | 256 | $13.3K | 0.00% | +43+20.2% | Added |
| Bellevue Asset Management, LLC | 255 | $13.2K | 0.01% | +1+0.4% | Added |
| Thompson Investment Management, Inc. | 249 | $12.9K | 0.00% | +34+15.8% | Added |
| Legacy Bridge, LLC | 245 | $12.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 232 | $12.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 241 | $12.0K | 0.01% | +241 | New |
| McIlrath & Eck, LLC | 230 | $11.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 224 | $11.6K | 0.01% | +2+0.9% | Added |
| Westside Investment Management, Inc. | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 213 | $11.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 205 | $11.0K | 0.00% | +2+1.0% | Added |
| GW&K Investment Management, LLC | 211 | $11.0K | 0.00% | +211 | New |
| Clearview Wealth Advisors LLC | 210 | $10.9K | 0.01% | −67−24.2% | Reduced |
| First National Bank of South Miami | 207 | $10.7K | 0.01% | −551−72.7% | Reduced |
| Perritt Capital Management Inc | 202 | $10.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $10.4K | 0.00% | −45−18.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 200 | $10.4K | 0.00% | +200 | New |
| West Paces Advisors Inc. | 197 | $10.2K | 0.00% | −200−50.4% | Reduced |
| First PREMIER Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 196 | $10.0K | 0.00% | +195+19,500.0% | Added |
| American National Bank | 190 | $9.84K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 185 | $9.58K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 157 | $8.13K | 0.00% | +47+42.7% | Added |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 154 | $7.98K | 0.00% | +154 | New |
| Trust Co | 150 | $7.77K | 0.00% | −460−75.4% | Reduced |
| Bray Capital Advisors | 143 | $7.38K | 0.00% | −1,198−89.3% | Reduced |
| Avion Wealth | 144 | $7.00K | 0.00% | +28+24.1% | Added |
| Your Advocates Ltd., LLP | 134 | $6.94K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 134 | $6.92K | 0.00% | +2+1.5% | Added |
| Intelligent Financial Strategies | 127 | $6.58K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 126 | $6.54K | 0.00% | +1+0.8% | Added |
| Loomis Sayles & Co L P | 110 | $6.00K | 0.00% | +76+223.5% | Added |
| Legend Financial Advisors, Inc. | 111 | $5.75K | 0.00% | +37+50.0% | Added |
| Kozak & Associates, Inc. | 100 | $5.26K | 0.00% | −583−85.4% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.93K | 0.00% | −25−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $4.35K | 0.00% | −73−46.5% | Reduced |
| Northwest Capital Management Inc | 83 | $4.30K | 0.00% | +83 | New |
| GHP Investment Advisors, Inc. | 84 | $4.17K | 0.00% | +84 | New |
| Pacifica Partners Inc. | 75 | $3.98K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $3.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 62 | $3.21K | 0.00% | +62 | New |
| Princeton Global Asset Management LLC | 55 | $2.86K | 0.00% | −20−26.7% | Reduced |
| Estabrook Capital Management | 52 | $2.69K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 44 | $2.28K | 0.00% | +44 | New |
| Lansing Street Advisors | 43 | $2.22K | 0.00% | +1+2.4% | Added |
| TD Waterhouse Canada Inc. | 42 | $2.21K | 0.00% | +42 | New |
| Eukles Asset Management | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 43 | $2.00K | 0.00% | +12+38.7% | Added |
| TFC Financial Management | 38 | $1.99K | 0.00% | −2−5.0% | Reduced |
| Beacon Capital Management, LLC | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $1.50K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.45K | 0.00% | −1−3.4% | Reduced |
| Atlas Capital Advisors LLC | 28 | $1.45K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $1.14K | 0.00% | −4−15.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 21 | $1.09K | 0.00% | +21 | New |
| Impact Partnership Wealth, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 34 | $1.00K | 0.00% | +34 | New |
| Prestige Wealth Management Group LLC | 15 | $777 | 0.00% | −175−92.1% | Reduced |
| Timber Creek Capital Management LLC | 13 | $695 | 0.00% | +13 | New |
| Sofos Investments, Inc. | 1,925 | $631 | 0.00% | +1,809+1,559.5% | Added |
| Delos Wealth Advisors, LLC | 12 | $622 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $622 | 0.00% | +2+20.0% | Added |
| 25 LLC | 9 | $478 | 0.00% | +9 | New |
| USA Financial Portformulas Corp | 5 | $259 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 43,381 | $153 | 0.02% | +43,381 | New |
| Silicon Valley Capital Partners | 0 | $7 | 0.00% | 0 | New |
| Quilter Plc | 600 | – | – | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −2,131,442−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −1,564,713−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −242,828−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −240,294−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −109,411−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −109,000−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −98,402−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −78,617−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −56,429−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −35,981−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −34,867−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −27,202−100.0% | Sold out |