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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 7,825 | $404.7K | 0.01% | +258+3.4% | Added |
| ProVise Management Group, LLC | 7,805 | $404.2K | 0.04% | −53,105−87.2% | Reduced |
| Smith, Moore & Co. | 7,778 | $402.8K | 0.05% | +402+5.5% | Added |
| Invesco, LLC | 7,750 | $401.4K | 0.20% | +7,750 | New |
| Centennial Wealth Advisory LLC | 7,732 | $400.4K | 0.21% | +7,732 | New |
| Cordatus Wealth Management LLC | 7,689 | $398.0K | 0.15% | +7,689 | New |
| Eudaimonia Partners, LLC | 7,656 | $396.5K | 0.09% | −792−9.4% | Reduced |
| Thrive Capital Management, LLC | 7,651 | $396.3K | 0.23% | +271+3.7% | Added |
| TCG Advisory Services, LLC | 7,651 | $396.2K | 0.07% | +7,651 | New |
| Financial Network Wealth Management LLC | 7,417 | $396.0K | 0.18% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,618 | $394.5K | 0.04% | +2,327+44.0% | Added |
| RVW Wealth, LLC | 7,617 | $394.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,611 | $394.2K | 0.04% | −210−2.7% | Reduced |
| Asset Management Resources, LLC | 7,584 | $392.8K | 0.24% | +7,584 | New |
| Alliance Wealth Advisors, LLC | 7,565 | $391.8K | 0.28% | −429−5.4% | Reduced |
| Bridgefront Capital, LLC | 7,537 | $390.3K | 0.21% | −10,722−58.7% | Reduced |
| D'Orazio & Associates, Inc. | 7,536 | $390.3K | 0.09% | +7+0.1% | Added |
| Investors Research Corp | 7,496 | $388.2K | 0.10% | +76+1.0% | Added |
| Crawford Investment Counsel Inc | 7,488 | $387.8K | 0.01% | −495−6.2% | Reduced |
| EP Wealth Advisors, LLC | 6,531 | $387.6K | 0.01% | −17,048−72.3% | Reduced |
| United Asset Strategies, Inc. | 7,451 | $385.9K | 0.05% | +582+8.5% | Added |
| Brown Miller Wealth Management, LLC | 7,418 | $384.2K | 0.21% | −45−0.6% | Reduced |
| Sheets Smith Wealth Management | 7,343 | $380.3K | 0.06% | −1,455−16.5% | Reduced |
| Koshinski Asset Management, Inc. | 7,317 | $378.9K | 0.04% | −159−2.1% | Reduced |
| Adalta Capital Management LLC | 7,300 | $378.0K | 0.25% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,275 | $377.0K | 0.06% | +1,200+19.8% | Added |
| Jones Financial Companies LLLP | 7,267 | $376.4K | 0.00% | −2,766−27.6% | Reduced |
| Westwood Holdings Group Inc. | 7,268 | $376.0K | 0.00% | −15−0.2% | Reduced |
| Resources Management Corp | 7,254 | $376.0K | 0.06% | +4,914+210.0% | Added |
| Versor Investments LP | 7,233 | $374.6K | 0.06% | +7,233 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,190 | $372.4K | 0.07% | −159−2.2% | Reduced |
| Parsons Capital Management Inc | 7,031 | $364.1K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,031 | $364.1K | 0.03% | −6,269−47.1% | Reduced |
| Clarius Group, LLC | 7,013 | $363.2K | 0.03% | +2,951+72.6% | Added |
| Manchester Capital Management LLC | 7,000 | $362.5K | 0.05% | −18,713−72.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,991 | $362.1K | 0.19% | +3,695+112.1% | Added |
| Summit X, LLC | 6,980 | $361.6K | 0.09% | −194−2.7% | Reduced |
| Acadian Asset Management LLC | 6,965 | $360.0K | 0.00% | −106,167−93.8% | Reduced |
| Northwest Bancshares, Inc. | 6,872 | $355.9K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,868 | $355.7K | 0.08% | +2,025+41.8% | Added |
| Fukoku Mutual Life Insurance Co | 6,860 | $355.3K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 6,818 | $353.1K | 0.03% | −412−5.7% | Reduced |
| Cedrus LLC | 6,793 | $351.8K | 0.25% | −73−1.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,780 | $351.1K | 0.12% | +6,780 | New |
| Summit Financial Group Inc | 6,748 | $349.5K | 0.14% | −443−6.2% | Reduced |
| Alpha Family Trust | 6,720 | $348.0K | 0.24% | +6,720 | New |
| Gateway Investment Advisers LLC | 6,694 | $346.7K | 0.00% | −911−12.0% | Reduced |
| Intrust Bank NA | 6,685 | $346.2K | 0.04% | +476+7.7% | Added |
| Voya Financial Advisors, Inc. | 6,634 | $343.8K | 0.04% | +474+7.7% | Added |
| Hunter Associates Investment Management LLC | 6,629 | $343.0K | 0.07% | −425−6.0% | Reduced |
| Financial Architects, Inc | 6,552 | $339.3K | 0.05% | −56−0.8% | Reduced |
| Farmers Trust Co | 6,522 | $337.8K | 0.07% | −320−4.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,445 | $337.3K | 0.02% | −72−1.1% | Reduced |
| Perpetual Ltd | 6,500 | $336.6K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 6,483 | $336.0K | 0.39% | +111+1.7% | Added |
| Morris Retirement Advisors, LLC | 6,482 | $335.7K | 0.23% | +522+8.8% | Added |
| Salem Investment Counselors Inc | 6,472 | $335.2K | 0.01% | −280−4.1% | Reduced |
| Valmark Advisers, Inc. | 6,424 | $332.7K | 0.01% | −136−2.1% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $331.5K | 0.32% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,382 | $330.5K | 0.03% | +60+0.9% | Added |
| Principle Wealth Partners LLC | 6,377 | $330.3K | 0.03% | −71−1.1% | Reduced |
| Brighton Jones LLC | 6,359 | $329.3K | 0.02% | +1,044+19.6% | Added |
| Newman Dignan & Sheerar, Inc. | 6,351 | $328.9K | 0.10% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 6,323 | $327.0K | 0.01% | +88+1.4% | Added |
| Hudock, Inc. | 6,292 | $325.9K | 0.08% | −345−5.2% | Reduced |
| FourThought Financial Partners, LLC | 6,254 | $323.9K | 0.04% | +601+10.6% | Added |
| Narwhal Capital Management | 6,252 | $323.8K | 0.04% | −997−13.8% | Reduced |
| New Hampshire Trust | 6,252 | $323.8K | 0.08% | +17+0.3% | Added |
| AFS Financial Group, LLC | 6,238 | $323.1K | 0.21% | −364−5.5% | Reduced |
| Verity Asset Management, Inc. | 6,211 | $321.6K | 0.24% | +192+3.2% | Added |
| ABN AMRO Bank N.V. | 6,170 | $321.2K | 0.01% | −4,047−39.6% | Reduced |
| Fulcrum Equity Management | 6,181 | $320.1K | 0.37% | +87+1.4% | Added |
| Summit Asset Management, LLC | 6,176 | $319.9K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,168 | $319.5K | 0.00% | +2,261+57.9% | Added |
| Jeppson Wealth Management, LLC | 6,136 | $317.8K | 0.14% | +6,136 | New |
| Dearborn Partners LLC | 6,127 | $317.3K | 0.01% | −1,072−14.9% | Reduced |
| Welch & Forbes LLC | 6,127 | $317.3K | 0.01% | −867−12.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,124 | $317.2K | 0.11% | +122+2.0% | Added |
| Congress Wealth Management LLC | 6,083 | $315.1K | 0.01% | +162+2.7% | Added |
| Aspiriant, LLC | 6,074 | $314.6K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,061 | $313.9K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,036 | $312.6K | 0.03% | −389−6.1% | Reduced |
| Advisor Partners II, LLC | 6,032 | $312.4K | 0.01% | −2,252−27.2% | Reduced |
| Ossiam | 6,022 | $311.9K | 0.01% | +3,753+165.4% | Added |
| Deseret Mutual Benefit Administrators | 6,013 | $311.4K | 0.12% | −1,435−19.3% | Reduced |
| Private Trust Co NA | 6,011 | $311.3K | 0.04% | +156+2.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,991 | $310.3K | 0.07% | +1,575+35.7% | Added |
| Morningstar Investment Management LLC | 5,974 | $309.0K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,962 | $308.8K | 0.04% | −363−5.7% | Reduced |
| MEMBERS Trust Co | 5,953 | $308.3K | 0.01% | +5,953 | New |
| Empowered Funds, LLC | 5,934 | $307.3K | 0.01% | +1,222+25.9% | Added |
| EA Series Trust | 5,934 | $307.3K | 0.01% | +5,934 | New |
| Klingenstein Fields & Co LP | 5,928 | $307.0K | 0.01% | −55−0.9% | Reduced |
| Philadelphia Trust Co | 5,905 | $306.0K | 0.03% | −290−4.7% | Reduced |
| Horizon Investments, LLC | 5,894 | $305.3K | 0.01% | +1,040+21.4% | Added |
| Hyman Charles D | 5,872 | $304.0K | 0.02% | −774−11.6% | Reduced |
| Alpha Cubed Investments, LLC | 5,836 | $302.2K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,836 | $302.2K | 0.27% | +550+10.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,801 | $300.4K | 0.02% | +49+0.9% | Added |
| Sentry Investment Management LLC | 5,800 | $300.0K | 0.11% | +5,800 | New |