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 |
|---|---|---|---|---|---|
| NBT Bank N A | 20,685 | $1.07M | 0.15% | −1,047−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,424 | $1.06M | 0.02% | −58,963−74.3% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.05M | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 20,230 | $1.05M | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 20,228 | $1.05M | 0.83% | +4,800+31.1% | Added |
| Cullen/Frost Bankers, Inc. | 20,212 | $1.05M | 0.02% | −318−1.5% | Reduced |
| Acorn Financial Advisory Services Inc | 20,132 | $1.04M | 0.19% | +1,062+5.6% | Added |
| Ancora Advisors, LLC | 19,839 | $1.03M | 0.03% | +1,757+9.7% | Added |
| CSM Advisors, LLC | 19,699 | $1.02M | 0.08% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 19,639 | $1.02M | 0.06% | −220−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 19,526 | $1.01M | 0.06% | −400−2.0% | Reduced |
| Intech Investment Management LLC | 19,427 | $1.01M | 0.01% | −13,494−41.0% | Reduced |
| Woodstock Corp | 19,324 | $1.00M | 0.12% | −1,150−5.6% | Reduced |
| Whitener Capital Management, Inc. | 19,245 | $996.7K | 0.38% | +595+3.2% | Added |
| Argent Advisors, Inc. | 19,230 | $995.9K | 0.46% | −2,876−13.0% | Reduced |
| Ieq Capital, LLC | 19,203 | $994.5K | 0.02% | +2,036+11.9% | Added |
| Fiduciary Group LLC | 19,179 | $993.3K | 0.12% | −862−4.3% | Reduced |
| GoalVest Advisory LLC | 19,147 | $991.6K | 0.51% | −4,451−18.9% | Reduced |
| Bull Street Advisors, LLC | 19,096 | $989.0K | 0.51% | +155+0.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,031 | $985.6K | 0.86% | −353−1.8% | Reduced |
| Proequities, Inc. | 18,992 | $983.6K | 0.07% | −537−2.7% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $982.2K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 18,947 | $981.3K | 0.66% | −1,098−5.5% | Reduced |
| Brown Brothers Harriman & Co | 18,938 | $980.8K | 0.01% | −169−0.9% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $978.0K | 0.25% | 00.0% | Unchanged |
| Strategic Equity Management | 18,868 | $977.2K | 0.33% | −80−0.4% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $968.5K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 17,893 | $968.4K | 0.12% | −1,625−8.3% | Reduced |
| Level Four Advisory Services, LLC | 18,681 | $967.5K | 0.06% | +88+0.5% | Added |
| Intrua Financial, LLC | 18,663 | $966.6K | 0.17% | +4,213+29.2% | Added |
| Taylor Hoffman Wealth Management | 18,543 | $960.3K | 0.48% | +281+1.5% | Added |
| Chickasaw Capital Management LLC | 18,446 | $955.0K | 0.05% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 18,402 | $953.0K | 0.60% | +819+4.7% | Added |
| Albion Financial Group | 18,250 | $945.2K | 0.08% | −31,688−63.5% | Reduced |
| Hall Capital Management Co Inc | 18,120 | $938.4K | 0.53% | +480+2.7% | Added |
| Azimuth Capital Investment Management LLC | 18,108 | $937.8K | 0.04% | +50+0.3% | Added |
| St Germain D J Co Inc | 18,033 | $933.9K | 0.05% | +18,033 | New |
| Archford Capital Strategies, LLC | 17,291 | $931.8K | 0.18% | +4,938+40.0% | Added |
| Assetmark, Inc | 17,964 | $930.3K | 0.00% | +6,952+63.1% | Added |
| Parallax Volatility Advisers, L.P. | 17,950 | $929.6K | 0.03% | +14,192+377.6% | Added |
| KCM Investment Advisors LLC | 17,766 | $920.1K | 0.04% | −3,995−18.4% | Reduced |
| Advisory Services Network, LLC | 17,683 | $915.8K | 0.02% | −3,612−17.0% | Reduced |
| RNC Capital Management LLC | 17,609 | $912.0K | 0.05% | −745−4.1% | Reduced |
| Wealth Alliance | 17,544 | $908.6K | 0.14% | +2,103+13.6% | Added |
| Bleakley Financial Group, LLC | 17,438 | $903.1K | 0.03% | −3,490−16.7% | Reduced |
| Sawtooth Solutions, LLC | 17,433 | $902.8K | 0.02% | −3,501−16.7% | Reduced |
| Paradigm Financial Partners, LLC | 17,409 | $901.6K | 0.24% | +877+5.3% | Added |
| Reuter James Wealth Management, LLC | 17,340 | $898.0K | 1.08% | +1,896+12.3% | Added |
| Miracle Mile Advisors, LLC | 17,338 | $897.9K | 0.03% | −147−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 17,215 | $891.6K | 0.04% | −142−0.8% | Reduced |
| Waterfront Wealth Inc. | 16,464 | $889.7K | 0.26% | +1,490+10.0% | Added |
| ORG Partners LLC | 16,919 | $889.6K | 0.14% | +16,919 | New |
| PBMares Wealth Management LLC | 17,174 | $889.4K | 0.32% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 17,169 | $889.2K | 0.11% | +2,154+14.3% | Added |
| Violich Capital Management, Inc. | 17,096 | $885.0K | 0.14% | −100−0.6% | Reduced |
| Caldwell Trust Co | 17,032 | $882.1K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 16,970 | $878.9K | 0.03% | +3,817+29.0% | Added |
| First Horizon Advisors, Inc. | 16,890 | $874.7K | 0.03% | +287+1.7% | Added |
| Two Sigma Securities, LLC | 16,883 | $874.4K | 0.07% | +7,742+84.7% | Added |
| Citizens National Bank Trust Department | 16,878 | $874.1K | 0.23% | −9,405−35.8% | Reduced |
| Armor Investment Advisors, LLC | 16,858 | $873.1K | 0.53% | −4,769−22.1% | Reduced |
| Joel Isaacson & Co., LLC | 16,817 | $870.9K | 0.06% | +1,257+8.1% | Added |
| Venture Visionary Partners LLC | 16,797 | $870.0K | 0.05% | +123+0.7% | Added |
| Terry L. Blaker | 16,566 | $857.9K | 0.07% | +882+5.6% | Added |
| Sovereign Financial Group, Inc. | 16,521 | $855.6K | 0.28% | +4,111+33.1% | Added |
| Founders Financial Alliance, LLC | 16,506 | $854.8K | 0.34% | +2,312+16.3% | Added |
| Cypress Capital Group | 16,445 | $851.7K | 0.12% | −9,065−35.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,301 | $844.2K | 0.11% | −1,182−6.8% | Reduced |
| First United Bank Trust | 16,278 | $842.9K | 0.37% | −1,919−10.5% | Reduced |
| D.B. Root & Company, LLC | 16,241 | $841.1K | 0.32% | +65+0.4% | Added |
| Jacobi Capital Management LLC | 16,144 | $836.1K | 0.09% | +685+4.4% | Added |
| Schmidt P J Investment Management Inc | 15,418 | $834.4K | 0.17% | −2,200−12.5% | Reduced |
| Hendershot Investments Inc. | 16,108 | $834.2K | 0.13% | −209−1.3% | Reduced |
| Corton Capital Inc. | 16,099 | $833.8K | 0.39% | +4,736+41.7% | Added |
| Grove Bank & Trust | 15,891 | $823.0K | 0.17% | −477−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 15,817 | $819.1K | 0.04% | −16,098−50.4% | Reduced |
| First Command Bank | 15,722 | $814.2K | 0.08% | −426−2.6% | Reduced |
| First Command Financial Services, Inc. | 15,722 | $814.2K | 0.08% | −426−2.6% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $813.1K | 0.16% | −100−0.6% | Reduced |
| Eagle Harbor Asset Management Inc | 15,684 | $812.3K | 1.06% | +2,362+17.7% | Added |
| Shelton Capital Management | 15,632 | $809.6K | 0.03% | −100−0.6% | Reduced |
| Capital Investment Counsel, Inc | 15,533 | $804.5K | 0.16% | +9,239+146.8% | Added |
| SageView Advisory Group, LLC | 15,424 | $798.8K | 0.04% | −975−5.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,363 | $796.0K | 0.03% | −1,392−8.3% | Reduced |
| Haverford Trust Co | 15,201 | $787.3K | 0.01% | −2,000−11.6% | Reduced |
| NTV Asset Management LLC | 15,183 | $786.3K | 0.14% | −321−2.1% | Reduced |
| My Legacy Advisors, LLC | 14,810 | $785.5K | 0.31% | +885+6.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,159 | $785.0K | 0.05% | −2,891−16.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 15,132 | $783.7K | 0.32% | −9,619−38.9% | Reduced |
| PFG Advisors | 14,926 | $773.0K | 0.06% | +6,529+77.8% | Added |
| Sumitomo Life Insurance Co | 14,874 | $770.3K | 0.03% | −1,270−7.9% | Reduced |
| J.W. Cole Advisors, Inc. | 14,868 | $770.0K | 0.06% | −1,926−11.5% | Reduced |
| Park Place Capital Corp | 14,783 | $765.6K | 0.22% | +53+0.4% | Added |
| TCTC Holdings, LLC | 14,779 | $765.4K | 0.03% | +250+1.7% | Added |
| Bank of New Hampshire | 14,740 | $763.4K | 0.22% | −1,082−6.8% | Reduced |
| BKD Wealth Advisors, LLC | 14,725 | $762.6K | 0.02% | −2,380−13.9% | Reduced |
| CNB Bank | 14,721 | $762.4K | 0.45% | −1,054−6.7% | Reduced |
| Veriti Management LLC | 14,640 | $758.2K | 0.08% | −2,678−15.5% | Reduced |
| MAI Capital Management | 14,523 | $752.1K | 0.01% | −1,927−11.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 14,477 | $750.6K | 0.28% | −1,280−8.1% | Reduced |