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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 57,994 | $3.00M | 0.40% | +1,787+3.2% | Added |
| Cornerstone Advisors, LLC | 57,600 | $2.98M | 0.14% | +57,600 | New |
| Charter Trust Co | 56,308 | $2.92M | 0.22% | +7,194+14.6% | Added |
| Wallington Asset Management, LLC | 56,093 | $2.90M | 0.52% | −549−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 55,786 | $2.89M | 0.03% | −60,918−52.2% | Reduced |
| 3Chopt Investment Partners, LLC | 55,635 | $2.88M | 1.44% | −768−1.4% | Reduced |
| Lockheed Martin Investment Management Co | 55,000 | $2.85M | 0.16% | +5,700+11.6% | Added |
| SG Americas Securities, LLC | 54,373 | $2.82M | 0.02% | +50,937+1,482.5% | Added |
| Ergoteles LLC | 54,220 | $2.81M | 0.13% | +54,220 | New |
| Kempen Capital Management N.V. | 53,642 | $2.78M | 0.05% | −964−1.8% | Reduced |
| Richard Bernstein Advisors LLC | 52,983 | $2.74M | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 52,620 | $2.73M | 0.81% | +230+0.4% | Added |
| KBC Group NV | 52,444 | $2.72M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 52,050 | $2.70M | 0.01% | +3,365+6.9% | Added |
| D.A. Davidson & Co. | 51,932 | $2.69M | 0.03% | +474+0.9% | Added |
| Dakota Wealth Management | 51,798 | $2.68M | 0.13% | −262−0.5% | Reduced |
| Louisiana State Employees Retirement System | 51,700 | $2.68M | 0.06% | −2,500−4.6% | Reduced |
| Blair William & Co | 51,664 | $2.68M | 0.01% | −8,421−14.0% | Reduced |
| Bradley Foster & Sargent Inc | 51,169 | $2.65M | 0.06% | +1,672+3.4% | Added |
| Everett Harris & Co | 51,129 | $2.65M | 0.04% | +19,075+59.5% | Added |
| Independent Advisor Alliance | 50,584 | $2.62M | 0.12% | +3,054+6.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 50,144 | $2.60M | 0.28% | +175+0.4% | Added |
| JustInvest LLC | 50,065 | $2.59M | 0.08% | +4,740+10.5% | Added |
| Toth Financial Advisory Corp | 49,472 | $2.56M | 0.37% | −198−0.4% | Reduced |
| Stephens Inc | 49,286 | $2.55M | 0.05% | −4,212−7.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 48,864 | $2.53M | 0.33% | −371−0.8% | Reduced |
| Mercer Global Advisors Inc | 47,705 | $2.47M | 0.01% | −8,589−15.3% | Reduced |
| Gotham Asset Management, LLC | 47,700 | $2.47M | 0.05% | +10,787+29.2% | Added |
| Alpha Omega Wealth Management LLC | 47,580 | $2.46M | 0.42% | +512+1.1% | Added |
| Hartford Financial Management Inc. | 46,021 | $2.38M | 0.59% | +3,505+8.2% | Added |
| Cetera Advisors LLC | 44,945 | $2.33M | 0.04% | +3,683+8.9% | Added |
| National Asset Management, Inc. | 44,877 | $2.32M | 0.05% | +4,819+12.0% | Added |
| Nordea Investment Management AB | 44,824 | $2.32M | 0.00% | +1,167+2.7% | Added |
| Argent Trust Co | 44,692 | $2.31M | 0.13% | +3,767+9.2% | Added |
| Bill Few Associates, Inc. | 44,512 | $2.31M | 1.19% | +1,300+3.0% | Added |
| Beese Fulmer Investment Management, Inc. | 43,991 | $2.28M | 0.25% | −1,827−4.0% | Reduced |
| Vectors Research Management, LLC | 43,834 | $2.27M | 0.65% | −12,747−22.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,826 | $2.27M | 0.09% | −434−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,761 | $2.27M | 0.03% | −295−0.7% | Reduced |
| Metis Global Partners, LLC | 43,569 | $2.26M | 0.12% | +17,439+66.7% | Added |
| Pinebridge Investments, L.P. | 43,489 | $2.25M | 0.02% | +41,854+2,559.9% | Added |
| Simplex Trading, LLC | 43,268 | $2.24M | 0.10% | −31,047−41.8% | Reduced |
| NovaPoint Capital, LLC | 43,149 | $2.23M | 0.83% | +400+0.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 43,135 | $2.23M | 0.30% | −693−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.21M | 0.05% | −93,776−68.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,598 | $2.21M | 0.04% | +28,532+202.8% | Added |
| Hall Private Wealth Advisors | 42,579 | $2.21M | 1.19% | −2,319−5.2% | Reduced |
| SWS Partners | 41,648 | $2.16M | 0.78% | +1,531+3.8% | Added |
| Exchange Capital Management, Inc. | 41,432 | $2.15M | 0.40% | +77+0.2% | Added |
| HRT Financial LP | 41,339 | $2.14M | 0.02% | +41,339 | New |
| B.O.S.S. Retirement Advisors, LLC | 40,982 | $2.12M | 0.45% | +40,982 | New |
| Ascent Group, LLC | 43,009 | $2.12M | 0.23% | +6,052+16.4% | Added |
| BTC Capital Management, Inc. | 41,020 | $2.12M | 0.23% | +928+2.3% | Added |
| Smith, Salley & Associates | 40,740 | $2.11M | 0.16% | −3,187−7.3% | Reduced |
| New Mexico Educational Retirement Board | 40,473 | $2.10M | 0.09% | +1,900+4.9% | Added |
| Beacon Pointe Advisors, LLC | 40,356 | $2.09M | 0.03% | −5,332−11.7% | Reduced |
| Ally Financial Inc. | 40,000 | $2.07M | 0.29% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 39,807 | $2.06M | 1.41% | −9,497−19.3% | Reduced |
| Pinnacle Associates Ltd | 39,802 | $2.06M | 0.04% | +7,398+22.8% | Added |
| Anchor Investment Management, LLC | 39,494 | $2.05M | 0.26% | −1,061−2.6% | Reduced |
| Community Bank, N.A. | 39,461 | $2.04M | 0.27% | −16,162−29.1% | Reduced |
| Tiaa, FSB | 39,433 | $2.04M | 0.01% | +380+1.0% | Added |
| Schnieders Capital Management LLC | 39,310 | $2.04M | 0.43% | +23,690+151.7% | Added |
| Fulton Bank, N.A. | 39,083 | $2.02M | 0.10% | +3,554+10.0% | Added |
| Courier Capital LLC | 39,059 | $2.02M | 0.16% | +39,059 | New |
| Slocum, Gordon & Co LLP | 39,031 | $2.02M | 1.70% | −785−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 37,725 | $2.02M | 0.04% | −1,370−3.5% | Reduced |
| Stoneridge Investment Partners LLC | 38,926 | $2.02M | 0.88% | +9,663+33.0% | Added |
| Jackson Hole Capital Partners, LLC | 38,750 | $2.01M | 0.55% | −2,673−6.5% | Reduced |
| Redmond Asset Management, LLC | 38,298 | $1.98M | 0.64% | +283+0.7% | Added |
| Colonial River Wealth Management, LLC | 38,241 | $1.98M | 1.30% | −2,871−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 38,221 | $1.98M | 0.03% | +8,862+30.2% | Added |
| Manhattan West Asset Management, LLC | 38,213 | $1.98M | 0.74% | +11,093+40.9% | Added |
| Econ Financial Services Corp | 38,182 | $1.98M | 1.40% | +342+0.9% | Added |
| Central Trust Co | 38,106 | $1.97M | 0.06% | −3,725−8.9% | Reduced |
| Trust Co of Toledo NA | 37,991 | $1.97M | 0.33% | +4,619+13.8% | Added |
| Raymond James Trust N.A. | 37,957 | $1.97M | 0.06% | +1,094+3.0% | Added |
| Sigma Planning Corp | 37,551 | $1.94M | 0.07% | −6,050−13.9% | Reduced |
| Redwood Investment Management, LLC | 36,723 | $1.90M | 0.20% | +2,277+6.6% | Added |
| Providence Capital Advisors, LLC | 36,544 | $1.89M | 0.48% | +552+1.5% | Added |
| Metropolitan Life Insurance Co | 36,429 | $1.89M | 0.09% | −841−2.3% | Reduced |
| Umb Bank N A | 36,349 | $1.88M | 0.03% | +595+1.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,337 | $1.88M | 1.39% | −300−0.8% | Reduced |
| First County Bank | 36,278 | $1.88M | 0.91% | +1,516+4.4% | Added |
| Siemens Fonds Invest GmbH | 36,363 | $1.87M | 0.18% | −992−2.7% | Reduced |
| Cresset Asset Management, LLC | 35,627 | $1.85M | 0.01% | +21,433+151.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,579 | $1.84M | 0.04% | +4,242+13.5% | Added |
| Profund Advisors LLC | 34,797 | $1.80M | 0.10% | −3,054−8.1% | Reduced |
| Motley Fool Wealth Management, LLC | 34,591 | $1.80M | 0.11% | +2,249+7.0% | Added |
| Raleigh Capital Management Inc. | 34,671 | $1.80M | 0.90% | +2,861+9.0% | Added |
| Capstone Investment Advisors, LLC | 34,499 | $1.79M | 0.05% | +12,026+53.5% | Added |
| Sandy Spring Bank | 34,392 | $1.78M | 0.09% | −828−2.4% | Reduced |
| Conning Inc. | 34,307 | $1.78M | 0.06% | −850−2.4% | Reduced |
| Banque Cantonale Vaudoise | 34,289 | $1.78M | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 34,149 | $1.77M | 0.06% | +143+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 34,098 | $1.77M | 0.07% | −683−2.0% | Reduced |
| Westpac Banking Corp | 33,733 | $1.75M | 0.12% | −69,299−67.3% | Reduced |
| Leelyn Smith, LLC | 33,182 | $1.72M | 0.42% | −432−1.3% | Reduced |
| Massmutual Trust Co FSB | 33,011 | $1.71M | 0.06% | +2,096+6.8% | Added |
| Berkshire Bank | 32,899 | $1.70M | 0.47% | +906+2.8% | Added |