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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,081 | $522.0K | 0.10% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 10,077 | $521.9K | 0.24% | −42−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,058 | $520.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,986 | $517.0K | 0.01% | +5,523+123.8% | Added |
| Oak Harbor Wealth Partners, LLC | 9,957 | $515.7K | 0.18% | +333+3.5% | Added |
| World Equity Group, Inc. | 9,928 | $514.2K | 0.15% | −29,008−74.5% | Reduced |
| Renaissance Group LLC | 9,843 | $509.8K | 0.02% | −845−7.9% | Reduced |
| Rowland & Co Investment Counsel | 9,827 | $509.0K | 0.12% | +30.0% | Added |
| Chesapeake Wealth Management | 9,791 | $507.1K | 0.20% | −919−8.6% | Reduced |
| Graham Capital Wealth Management, LLC | 9,787 | $506.8K | 1.20% | −387−3.8% | Reduced |
| Tradewinds, LLC. | 9,778 | $506.4K | 0.30% | −393−3.9% | Reduced |
| Imprint Wealth LLC | 9,698 | $502.3K | 0.32% | −134−1.4% | Reduced |
| Continuum Advisory, LLC | 9,696 | $502.2K | 0.08% | −3,041−23.9% | Reduced |
| Lincoln National Corp | 9,682 | $501.4K | 0.01% | −596−5.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,657 | $500.1K | 0.04% | +4,227+77.8% | Added |
| Keystone Financial Group | 9,647 | $499.6K | 0.08% | +9,647 | New |
| Wambolt & Associates, LLC | 9,645 | $499.5K | 0.18% | +1,131+13.3% | Added |
| Commonwealth Retirement Investments LLC | 9,633 | $498.9K | 0.28% | +111+1.2% | Added |
| Phoenix Wealth Advisors | 9,627 | $498.6K | 0.29% | +9,627 | New |
| Smithfield Trust Co | 9,612 | $498.0K | 0.03% | −2,222−18.8% | Reduced |
| Centurion Wealth Management LLC | 9,606 | $497.5K | 0.24% | +153+1.6% | Added |
| Colony Group LLC | 9,568 | $496.0K | 0.01% | −652−6.4% | Reduced |
| BCGM Wealth Management, LLC | 9,568 | $495.5K | 0.22% | +868+10.0% | Added |
| Armstrong Advisory Group, Inc | 9,555 | $494.8K | 0.05% | −704−6.9% | Reduced |
| Prudent Man Advisors, LLC | 9,536 | $494.0K | 0.19% | −115−1.2% | Reduced |
| Bank of Hawaii | 9,533 | $493.7K | 0.03% | +916+10.6% | Added |
| Shell Asset Management Co | 9,515 | $493.0K | 0.02% | −268−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,503 | $492.2K | 0.01% | +9,503 | New |
| Kidder Stephen W | 9,439 | $488.8K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 9,400 | $486.8K | 0.03% | −622−6.2% | Reduced |
| Cipher Capital LP | 9,382 | $485.9K | 0.08% | +9,382 | New |
| SPC Financial, Inc. | 9,329 | $483.1K | 0.05% | −735−7.3% | Reduced |
| Salvus Wealth Management, LLC | 9,307 | $482.0K | 0.37% | +215+2.4% | Added |
| Financial Advocates Investment Management | 9,298 | $481.5K | 0.04% | +191+2.1% | Added |
| VeraBank, N.A. | 9,295 | $481.4K | 0.19% | −300−3.1% | Reduced |
| First Foundation Advisors | 9,292 | $481.2K | 0.02% | +143+1.6% | Added |
| Sequoia Financial Advisors, LLC | 9,233 | $478.2K | 0.01% | +2,108+29.6% | Added |
| Balyasny Asset Management LLC | 9,219 | $477.5K | 0.00% | +9,219 | New |
| Bryn Mawr Trust Co | 9,178 | $476.0K | 0.02% | +152+1.7% | Added |
| Stokes Family Office, LLC | 9,181 | $475.5K | 0.05% | −34−0.4% | Reduced |
| Prossimo Advisors, LLC | 9,134 | $473.0K | 0.46% | +600+7.0% | Added |
| Comerica Securities,inc. | 9,006 | $466.4K | 0.03% | +690+8.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $464.7K | 0.23% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,947 | $463.4K | 0.04% | −5,121−36.4% | Reduced |
| Cullen Capital Management LLC | 8,945 | $463.3K | 0.00% | −95−1.1% | Reduced |
| Catalyst Financial Partners LLC | 8,942 | $463.1K | 0.17% | +1,837+25.9% | Added |
| Sawgrass Asset Management LLC | 8,903 | $461.1K | 0.06% | +2,845+47.0% | Added |
| Lawson Kroeker Investment Management Inc | 8,855 | $458.6K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,841 | $457.9K | 0.03% | −130−1.4% | Reduced |
| Grimes & Company, Inc. | 8,837 | $457.7K | 0.02% | −190−2.1% | Reduced |
| Derbend Asset Management | 8,829 | $457.3K | 0.31% | −1,105−11.1% | Reduced |
| Leavell Investment Management, Inc. | 8,828 | $457.0K | 0.03% | −2,006−18.5% | Reduced |
| Signaturefd, LLC | 8,824 | $457.0K | 0.01% | +623+7.6% | Added |
| We Are One Seven, LLC | 8,790 | $455.2K | 0.04% | −3,710−29.7% | Reduced |
| Eagle Ridge Investment Management | 8,789 | $455.2K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 8,775 | $454.0K | 0.13% | −500−5.4% | Reduced |
| Moody National Bank Trust Division | 8,702 | $450.7K | 0.03% | +287+3.4% | Added |
| Private Wealth Partners, LLC | 8,700 | $450.6K | 0.04% | +60+0.7% | Added |
| Busey Wealth Management | 8,677 | $449.4K | 0.02% | −184−2.1% | Reduced |
| Marcum Wealth, LLC | 8,667 | $448.9K | 0.05% | −161−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 7,944 | $445.0K | 0.01% | −1,884−19.2% | Reduced |
| Platform Technology Partners | 8,539 | $443.9K | 0.21% | +340+4.1% | Added |
| Endurance Wealth Management, Inc. | 8,526 | $442.0K | 0.06% | −1,724−16.8% | Reduced |
| Savant Capital, LLC | 8,523 | $441.4K | 0.01% | −282−3.2% | Reduced |
| Vise Technologies, Inc. | 8,518 | $441.1K | 0.11% | +2,648+45.1% | Added |
| Gleason Group, Inc. | 8,479 | $439.1K | 0.11% | +104+1.2% | Added |
| Mendel Money Management | 8,450 | $437.6K | 0.23% | +65+0.8% | Added |
| AdvisorNet Financial, Inc | 8,447 | $437.4K | 0.04% | +144+1.7% | Added |
| Kovack Advisors, Inc. | 8,413 | $435.7K | 0.06% | −2,018−19.3% | Reduced |
| Centre Asset Management, LLC | 8,408 | $435.0K | 0.10% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8,400 | $435.0K | 0.04% | +8,400 | New |
| Delphia (USA) Inc. | 8,364 | $433.2K | 0.68% | −898−9.7% | Reduced |
| Stratos Wealth Advisors, LLC | 8,348 | $432.3K | 0.03% | +77+0.9% | Added |
| Montag A & Associates Inc | 8,328 | $431.3K | 0.03% | +40.0% | Added |
| Park National Corp | 8,272 | $428.4K | 0.02% | −4,051−32.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,262 | $427.9K | 0.08% | +408+5.2% | Added |
| Colonial Trust Co | 8,257 | $427.6K | 0.10% | +308+3.9% | Added |
| Confluence Wealth Services, Inc. | 8,247 | $427.1K | 0.09% | −110−1.3% | Reduced |
| First National Bank & Trust Co of Newtown | 8,236 | $426.5K | 0.09% | +3,500+73.9% | Added |
| Whittier Trust Co | 8,221 | $425.8K | 0.01% | −2,258−21.5% | Reduced |
| Harbour Investments, Inc. | 8,165 | $422.9K | 0.02% | −2,491−23.4% | Reduced |
| Front Row Advisors LLC | 8,156 | $422.0K | 0.19% | −75−0.9% | Reduced |
| Adirondack Trust Co | 7,833 | $419.4K | 0.20% | −23−0.3% | Reduced |
| Camden National Bank | 8,086 | $418.8K | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,080 | $418.0K | 0.02% | +2,254+38.7% | Added |
| Boltwood Capital Management | 8,033 | $416.0K | 0.15% | −1,229−13.3% | Reduced |
| 1st Source Bank | 8,024 | $415.6K | 0.03% | −653−7.5% | Reduced |
| Fragasso Group Inc. | 8,019 | $415.3K | 0.04% | +192+2.5% | Added |
| Lakeview Capital Partners, LLC | 8,018 | $415.2K | 0.08% | +2,705+50.9% | Added |
| Allworth Financial LP | 8,013 | $415.0K | 0.00% | −5,889−42.4% | Reduced |
| Hanson & Doremus Investment Management | 7,995 | $414.0K | 0.09% | −17,071−68.1% | Reduced |
| TownSquare Capital, LLC | 7,946 | $411.5K | 0.01% | −84,765−91.4% | Reduced |
| Boston Private Wealth LLC | 7,935 | $411.0K | 0.01% | −4,042−33.7% | Reduced |
| Holderness Investments Co | 7,919 | $410.1K | 0.15% | +114+1.5% | Added |
| Beech Hill Advisors, Inc. | 7,908 | $409.6K | 0.20% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 7,853 | $406.7K | 0.12% | −91−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,849 | $406.5K | 0.01% | +1,330+20.4% | Added |
| CWA Asset Management Group, LLC | 7,842 | $406.1K | 0.03% | +65+0.8% | Added |
| AMG National Trust Bank | 7,840 | $406.0K | 0.01% | −2,923−27.2% | Reduced |
| Bartlett & Co. LLC | 7,849 | $406.0K | 0.01% | +1,330+20.4% | Added |