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 |
|---|---|---|---|---|---|
| Meridian Financial Partners LLC | 14,118 | $750.0K | 0.45% | +196+1.4% | Added |
| Centiva Capital, LP | 14,443 | $748.0K | 0.04% | +14,443 | New |
| Vinva Investment Management Ltd | 14,406 | $746.5K | 0.07% | +507+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 14,390 | $745.3K | 0.00% | +11,188+349.4% | Added |
| United Bank | 14,101 | $730.3K | 0.09% | −663−4.5% | Reduced |
| River Wealth Advisors LLC | 14,083 | $729.4K | 0.12% | −135−0.9% | Reduced |
| SYSTM Wealth Solutions LLC | 14,050 | $727.7K | 0.10% | +2,212+18.7% | Added |
| Wealthspire Advisors, LLC | 13,956 | $722.8K | 0.01% | −1,205−7.9% | Reduced |
| Evercore Wealth Management, LLC | 13,956 | $722.8K | 0.01% | −2,732−16.4% | Reduced |
| Greenleaf Trust | 13,956 | $722.8K | 0.01% | −402−2.8% | Reduced |
| Mainstay Capital Management LLC | 13,920 | $720.9K | 0.13% | +525+3.9% | Added |
| HB Wealth Management, LLC | 13,835 | $716.5K | 0.01% | +1,400+11.3% | Added |
| TCI Wealth Advisors, Inc. | 13,773 | $713.3K | 0.09% | −10.0% | Reduced |
| Ingalls & Snyder LLC | 13,683 | $709.0K | 0.03% | −532−3.7% | Reduced |
| Mork Capital Management, LLC | 13,640 | $706.4K | 0.54% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 13,592 | $704.0K | 0.03% | −2,857−17.4% | Reduced |
| Boston Financial Mangement LLC | 13,581 | $703.4K | 0.03% | +1,723+14.5% | Added |
| Liberty One Investment Management, LLC | 13,554 | $702.0K | 0.09% | +668+5.2% | Added |
| Whittier Trust Co of Nevada Inc | 13,535 | $701.0K | 0.02% | +2,718+25.1% | Added |
| Texas Yale Capital Corp. | 13,500 | $699.2K | 0.03% | −1,135−7.8% | Reduced |
| Wedbush Securities Inc | 13,377 | $693.0K | 0.03% | −301−2.2% | Reduced |
| Merit Financial Group, LLC | 13,201 | $683.7K | 0.02% | +4,536+52.3% | Added |
| Gsa Capital Partners LLP | 13,110 | $679.0K | 0.07% | +13,110 | New |
| TFG Advisers LLC | 13,028 | $674.7K | 0.31% | −2,127−14.0% | Reduced |
| Meyer Handelman Co | 12,965 | $671.5K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 12,921 | $669.2K | 0.07% | +1,405+12.2% | Added |
| Fox Run Management, L.L.C. | 12,893 | $667.7K | 0.19% | +12,893 | New |
| Donaldson Capital Management, LLC | 12,830 | $664.5K | 0.03% | −545−4.1% | Reduced |
| Csenge Advisory Group | 12,738 | $659.7K | 0.04% | +447+3.6% | Added |
| Cornerstone Advisory, LLC | 12,701 | $657.8K | 0.12% | −40−0.3% | Reduced |
| HBW Advisory Services LLC | 12,627 | $654.0K | 0.14% | +12,627 | New |
| MidWestOne Financial Group, Inc. | 12,559 | $650.4K | 0.14% | −476−3.7% | Reduced |
| Equitable Holdings, Inc. | 12,499 | $647.3K | 0.01% | +702+6.0% | Added |
| Aviva PLC | 12,456 | $645.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12,452 | $644.9K | 0.26% | −1,875−13.1% | Reduced |
| Penn Mutual Asset Management, LLC | 12,426 | $643.5K | 0.58% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 12,190 | $641.7K | 0.04% | +171+1.4% | Added |
| IHT Wealth Management, LLC | 12,370 | $640.6K | 0.03% | +399+3.3% | Added |
| Patten & Patten Inc | 12,237 | $633.8K | 0.05% | −1,330−9.8% | Reduced |
| Plimoth Trust Co LLC | 12,150 | $629.2K | 0.19% | −105−0.9% | Reduced |
| Brookfield Asset Management Inc. | 12,116 | $627.5K | 0.00% | +8,347+221.5% | Added |
| Triangle Securities Wealth Management | 12,107 | $627.0K | 0.22% | −12,497−50.8% | Reduced |
| Fiduciary Trust Co | 12,058 | $624.5K | 0.01% | −1,223−9.2% | Reduced |
| Lederer & Associates Investment Counsel | 12,049 | $624.0K | 0.47% | −356−2.9% | Reduced |
| Adams Wealth Management | 11,993 | $621.1K | 0.19% | +903+8.1% | Added |
| Canal Capital Management, LLC | 11,938 | $618.3K | 0.13% | −1,588−11.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,925 | $618.0K | 0.03% | −155−1.3% | Reduced |
| Ti-Trust, Inc | 11,929 | $617.8K | 0.57% | −200−1.6% | Reduced |
| HBK Sorce Advisory LLC | 11,909 | $616.8K | 0.03% | −298−2.4% | Reduced |
| Belpointe Asset Management LLC | 11,882 | $615.4K | 0.07% | −1,809−13.2% | Reduced |
| Ballentine Partners, LLC | 11,825 | $612.4K | 0.01% | +11,825 | New |
| KC Investment Advisors, LLC | 11,758 | $608.9K | 0.41% | +938+8.7% | Added |
| Hilltop Holdings Inc. | 11,758 | $608.9K | 0.08% | +681+6.1% | Added |
| Delta Asset Management LLC | 11,753 | $608.7K | 0.06% | −850−6.7% | Reduced |
| Aptus Capital Advisors, LLC | 11,713 | $606.6K | 0.02% | −805−6.4% | Reduced |
| Chesley Taft & Associates LLC | 11,674 | $604.6K | 0.04% | −1,375−10.5% | Reduced |
| Chiron Investment Management, LLC | 11,625 | $602.1K | 0.17% | +11,625 | New |
| Headinvest, LLC | 12,054 | $597.8K | 0.13% | +1,778+17.3% | Added |
| Arete Wealth Advisors, LLC | 11,533 | $597.0K | 0.05% | +6,703+138.8% | Added |
| Good Life Advisors, LLC | 11,494 | $595.3K | 0.07% | −1,408−10.9% | Reduced |
| Axxcess Wealth Management, LLC | 11,473 | $594.2K | 0.04% | −218−1.9% | Reduced |
| Stony Point Wealth Management Inc. | 11,432 | $592.1K | 0.30% | −1,681−12.8% | Reduced |
| Mechanics Bank Trust Department | 11,428 | $591.9K | 0.09% | −7,296−39.0% | Reduced |
| Diversified Trust Co | 11,402 | $590.5K | 0.02% | −4,092−26.4% | Reduced |
| Moneta Group Investment Advisors LLC | 11,345 | $587.6K | 0.01% | +1,140+11.2% | Added |
| Alan B. Lancz & Associates, Inc. | 11,215 | $580.8K | 0.62% | −199−1.7% | Reduced |
| Campbell Wealth Management | 11,166 | $578.0K | 0.07% | −62−0.6% | Reduced |
| Beacon Financial Advisory LLC | 11,094 | $574.6K | 0.33% | +1,153+11.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,065 | $573.1K | 0.07% | +905+8.9% | Added |
| Cutler Group LP | 10,958 | $567.0K | 0.13% | −17,398−61.4% | Reduced |
| Insigneo Advisory Services, LLC | 10,902 | $564.6K | 0.11% | +4,890+81.3% | Added |
| Fund Management at Engine No. 1 LLC | 10,883 | $563.6K | 0.10% | +775+7.7% | Added |
| Wetherby Asset Management Inc | 10,879 | $563.4K | 0.03% | +1,195+12.3% | Added |
| Meridian Wealth Management, LLC | 10,848 | $561.8K | 0.05% | −997−8.4% | Reduced |
| Machina Capital S.A.S. | 10,847 | $561.8K | 0.32% | +10,847 | New |
| Lindbrook Capital, LLC | 10,838 | $561.3K | 0.06% | −999−8.4% | Reduced |
| Bessemer Group Inc | 10,728 | $557.0K | 0.00% | +2,389+28.6% | Added |
| FineMark National Bank & Trust | 10,752 | $556.8K | 0.02% | +329+3.2% | Added |
| Nations Financial Group Inc, | 10,748 | $556.6K | 0.05% | +194+1.8% | Added |
| Keudell/Morrison Wealth Management | 10,734 | $555.9K | 0.16% | +879+8.9% | Added |
| Heritage Investors Management Corp | 10,703 | $554.0K | 0.02% | −50−0.5% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $553.9K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 10,685 | $553.4K | 0.24% | +89+0.8% | Added |
| Wrapmanager Inc | 10,678 | $553.0K | 0.17% | +664+6.6% | Added |
| Coldstream Capital Management Inc | 10,596 | $548.8K | 0.02% | +3,499+49.3% | Added |
| Key Financial Inc | 10,580 | $547.9K | 0.18% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 10,514 | $544.5K | 0.12% | −200−1.9% | Reduced |
| ICW Investment Advisors LLC | 10,511 | $544.3K | 0.29% | −55−0.5% | Reduced |
| Welch Group, LLC | 10,381 | $537.6K | 0.03% | −949−8.4% | Reduced |
| Excalibur Management Corp | 10,364 | $536.8K | 0.27% | +453+4.6% | Added |
| Orleans Capital Management Corp | 10,357 | $536.4K | 0.38% | +60+0.6% | Added |
| CAPROCK Group, Inc. | 10,347 | $535.9K | 0.04% | +4,187+68.0% | Added |
| Marino, Stram & Associates LLC | 10,341 | $535.6K | 0.15% | −756−6.8% | Reduced |
| Daymark Wealth Partners, LLC | 10,338 | $535.4K | 0.04% | +4,323+71.9% | Added |
| Exchange Traded Concepts, LLC | 10,301 | $533.5K | 0.01% | −310−2.9% | Reduced |
| Madison Wealth Management | 10,255 | $531.1K | 0.11% | 00.0% | Unchanged |
| Burney Co | 10,240 | $530.3K | 0.02% | −267−2.5% | Reduced |
| Longfellow Investment Management Co LLC | 10,226 | $529.6K | 0.12% | +416+4.2% | Added |
| Foundations Investment Advisors, LLC | 10,128 | $524.5K | 0.02% | −6,160−37.8% | Reduced |
| Bayesian Capital Management, LP | 10,100 | $523.1K | 0.06% | −11,600−53.5% | Reduced |