Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2023 vs. Q2 2023

How the institutions holding Dominion Energy, Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of D: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,287171,207−63
Shares599.2M3.36M613.6M+17.8M (+3.0%)
Value$31.1B$174.3M$27.4B−$3.47B (−11.2%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Dominion Energy, Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to D in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA3,187,929$142.4M0.18%
Governors Lane LP319,100$14.3M2.75%
Poplar Forest Capital LLC258,428$11.5M1.34%
Hudson Bay Capital Management LP201,580$9.00M0.09%
Twinbeech Capital LP125,248$5.59M0.11%
Envestnet Portfolio Solutions, Inc.108,203$4.83M0.02%
Capital Fund Management S.A.102,732$4.59M0.06%
Weiss Asset Management LP60,971$2.72M0.22%
Schonfeld Strategic Advisors LLC57,178$2.55M0.02%
Mirabella Financial Services LLP54,780$2.45M0.35%
Retireful, LLC46,283$2.07M0.99%
Teza Capital Management LLC40,925$1.83M0.30%
Financial Security Advisor, Inc.38,829$1.73M0.80%
Tiaa Trust, National Association37,968$1.70M0.01%
Man Group plc–$1.42M0.00%
Altman Advisors, Inc.26,199$1.17M0.73%
Fifth Third Wealth Advisors LLC24,857$1.11M0.45%
Quadrature Capital Ltd22,167$990.2K0.02%
Engineers Gate Manager LP21,977$981.7K0.04%
FIL Ltd21,725$970.5K0.00%
Edgestream Partners, L.P.20,376$910.2K0.07%
MWA Asset Management19,868$887.5K0.86%
Texas Capital Bank Wealth Management Services Inc19,192$857.3K0.11%
Bank Julius Baer & Co. Ltd, Zurich19,000$849.0K0.00%
Peoples Bank15,369$686.4K0.59%
Pathway Financial Advisers, LLC13,563$605.8K0.25%
SS&H Financial Advisors, Inc.11,893$531.0K0.25%
Lion Street Advisors, LLC11,113$496.3K0.16%
Balentine LLC10,781$481.6K0.02%
Old Port Advisors10,361$462.8K0.17%
NBC Securities, Inc.10,297$459.0K0.05%
Crestwood Advisors Group LLC9,772$436.5K0.01%
Vident Advisory, LLC9,290$415.0K0.01%
International Assets Investment Management, LLC8,742$397.4K0.05%
Kingswood Wealth Advisors, LLC8,298$370.7K0.06%
West Family Investments, Inc.8,286$370.1K0.13%
StoneX Group Inc.8,255$368.7K0.04%
NEOS Investment Management LLC8,207$366.6K0.05%
Commonwealth Financial Services, LLC7,910$353.3K0.11%
Credit Agricole S A7,869$351.5K0.01%
Virtu Financial LLC7,475$334.0K0.03%
Compass Ion Advisors, LLC7,208$322.0K0.06%
Nomura Holdings Inc7,022$313.7K0.00%
Marex Group plc6,571$293.5K0.04%
IFG Advisory, LLC6,463$288.7K0.02%
OLIO Financial Planning6,177$275.9K0.13%
First Command Advisory Services, Inc.5,893$263.2K0.00%
Wealth Advisors of Tampa Bay, LLC5,800$259.1K0.07%
Penobscot Investment Management Company, Inc.5,650$252.4K0.03%
Group One Trading, L.P.5,580$249.3K0.01%
Horizon Kinetics Asset Management LLC5,350$239.0K0.00%
Prosperity Consulting Group, LLC5,168$230.9K0.11%
Strategic Advocates LLC5,042$225.2K0.11%
CJM Wealth Advisers, Ltd.5,029$224.6K0.11%
Cobblestone Asset Management LLC4,921$219.8K0.18%
Ethic Inc.4,761$212.7K0.01%
Cape Cod Five Cents Savings Bank4,756$212.4K0.01%
Franklin Street Advisors Inc4,704$210.0K0.02%
Essex Financial Services, Inc.4,557$203.5K0.02%
Provenance Wealth Advisors, LLC4,176$186.5K0.03%
Semmax Financial Advisors Inc.2,542$113.2K0.05%
Jamison Private Wealth Management, Inc.2,235$99.8K0.02%
Kapitalo Investimentos Ltda1,430$63.9K0.01%
Walleye Trading LLC1,422$63.5K0.00%
Carmel Capital Partners, LLC1,326$59.2K0.03%
West Tower Group, LLC1,250$55.8K0.03%
Householder Group Estate & Retirement Specialist, LLC1,045$46.7K0.02%
Authentikos Wealth Advisory, LLC986$44.0K0.04%
Millburn Ridgefield Corp858$38.3K0.00%
Catalyst Capital Advisors LLC858$38.3K0.00%
Briaud Financial Planning, Inc819$36.0K0.03%
Legacy Financial Group LLC541$24.2K0.01%
Orion Capital Management LLC500$22.3K0.01%
Team Financial Group, LLC303$13.5K0.01%
Ramirez Asset Management, Inc.166$7.42K0.00%
Red Tortoise LLC97$4.33K0.00%
Rogco, LP95$4.24K0.00%
Annis Gardner Whiting Capital Advisors, LLC75$3.35K0.00%
Indiana Trust & Investment Management CO70$3.13K0.00%
Perkins Coie Trust Co58$2.59K0.00%
WR Wealth Planners, LLC44$1.97K0.00%
ClariVest Asset Management LLC13$1.00K0.00%
WestEnd Advisors, LLC22$9830.00%
Fortis Group Advisors, LLC13$5810.00%
Psagot Value Holdings Ltd. / (Israel)3$00.00%

Sold out (148)

Institutions that held Dominion Energy, Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 148 by value.

Institutions that sold out of D in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Point72 Asset Management, L.P.3,584,776$185.7M
Renaissance Technologies LLC1,013,236$52.5M
Old Republic International Corporation707,314$36.6M
AustralianSuper Pty Ltd413,612$21.4M
Capital Advisors Inc354,801$18.4M
Marshall Wace, LLP282,616$14.6M
Twin Tree Management, LP146,034$7.56M
Voloridge Investment Management, LLC137,314$7.11M
Clear Street LLC112,700$5.84M
Teilinger Capital Ltd.67,400$3.49M
Andra AP-fonden62,800$3.25M
Quantitative Investment Management, LLC61,457$3.18M
Ergoteles LLC54,220$2.81M
Pinebridge Investments, L.P.43,489$2.25M
Simplex Trading, LLC43,268$2.24M
Hall Private Wealth Advisors42,579$2.21M
SWS Partners41,648$2.16M
Motley Fool Wealth Management, LLC34,591$1.80M
Veritable, L.P.31,510$1.63M
ICICI Prudential Asset Management Co Ltd30,038$1.56M
Opus Investment Management Inc28,800$1.49M
Elevated Capital Advisors, LLC26,607$1.38M
Algert Global LLC25,475$1.32M
Ropes Wealth Advisors LLC24,288$1.26M
BTG Pactual Global Asset Management Ltd22,003$1.14M
Edge Capital Group, LLC19,639$1.02M
Intech Investment Management LLC19,427$1.01M
Parallax Volatility Advisers, L.P.17,950$929.6K
PFG Advisors14,926$773.0K
Centiva Capital, LP14,443$748.0K
Texas Yale Capital Corp.13,500$699.2K
Fox Run Management, L.L.C.12,893$667.7K
Brookfield Asset Management Inc.12,116$627.5K
Lederer & Associates Investment Counsel12,049$624.0K
Ballentine Partners, LLC11,825$612.4K
Chiron Investment Management, LLC11,625$602.1K
Arete Wealth Advisors, LLC11,533$597.0K
Machina Capital S.A.S.10,847$561.8K
Orleans Capital Management Corp10,357$536.4K
Marino, Stram & Associates LLC10,341$535.6K
World Equity Group, Inc.9,928$514.2K
Prudent Man Advisors, LLC9,536$494.0K
Garde Capital, Inc.8,400$435.0K
Delphia (USA) Inc.8,364$433.2K
Vident Investment Advisory, LLC7,825$404.7K
ProVise Management Group, LLC7,805$404.2K
Bridgefront Capital, LLC7,537$390.3K
D'Orazio & Associates, Inc.7,536$390.3K
Versor Investments LP7,233$374.6K
Ashton Thomas Private Wealth, LLC7,031$364.1K
Summit X, LLC6,980$361.6K
Fukoku Mutual Life Insurance Co6,860$355.3K
Morris Retirement Advisors, LLC6,482$335.7K
Narwhal Capital Management6,252$323.8K
Fisher Asset Management, LLC6,168$319.5K
Jeppson Wealth Management, LLC6,136$317.8K
Dearborn Partners LLC6,127$317.3K
Slagle Financial, LLC5,539$286.9K
Spreng Capital Management, Inc.5,370$278.0K
Waldron Private Wealth LLC5,250$271.9K
Wedmont Private Capital5,125$269.8K
Change Path, LLC4,910$254.0K
Osborne Partners Capital Management, LLC4,850$251.2K
ASB Consultores, LLC4,844$250.9K
LCNB Corp4,843$250.8K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund4,800$249.0K
Main Street Financial Solutions, LLC4,799$248.5K
Mitchell Sinkler & Starr4,720$244.4K
Thompson Davis & Co., Inc.4,679$242.3K
Triad Financial Advisors, Inc.4,667$241.7K
4J Wealth Management LLC4,592$237.8K
Jump Financial, LLC4,513$233.7K
Nadler Financial Group, Inc.4,477$231.9K
Athena Investment Management4,473$231.7K
WealthTrust Axiom LLC4,460$231.0K
Quantamental Technologies LLC4,443$230.1K
Westbourne Investment Advisors, Inc.4,425$229.0K
Marotta Asset Management4,398$227.8K
MBA Advisors LLC4,394$227.6K
GM Advisory Group, Inc.4,383$227.0K
Perigon Wealth Management, LLC4,382$227.0K
Tilt Investment Management Holdings, PBC4,357$225.6K
Bridges Investment Management Inc4,350$225.3K
Ironsides Asset Advisors, LLC4,344$224.9K
Boston Family Office LLC4,316$224.0K
Powers Advisory Group, LLC4,320$223.7K
Schechter Investment Advisors, LLC4,310$223.2K
Transform Wealth, LLC4,292$222.3K
Tectonic Advisors LLC4,284$221.9K
Chicago Capital, LLC4,254$220.3K
Chapin Davis, Inc.4,242$219.7K
Ballast, Inc.4,233$219.2K
Prairie Sky Financial Group LLC4,212$218.2K
Boothbay Fund Management, LLC4,193$217.2K
Herold Advisors, Inc.4,185$216.7K
Exchange Bank4,181$216.5K
Financial Engines Advisors L.L.C.4,179$216.4K
Meridian Financial, LLC4,143$214.6K
Princeton Capital Management LLC4,126$213.7K
InterOcean Capital Group, LLC4,107$212.7K

Not filed for Q3 2023 yet (17)

Institutions that held Dominion Energy, Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding D in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA3,235,608$167.6M
Tiaa, FSB39,433$2.04M
BerganKDV Wealth Management, LLC22,831$1.18M
First Command Bank15,722$814.2K
First Command Financial Services, Inc.15,722$814.2K
Endurance Wealth Management, Inc.8,526$442.0K
Financial Architects, Inc6,552$339.3K
EA Series Trust5,934$307.3K
McMillion Capital Management Inc3,957$204.9K
Kistler-Tiffany Companies, LLC3,663$189.7K
Lumature Wealth Partners, LLC2,000$103.6K
BDO Wealth Advisors, LLC1,475$76.4K
Cowen Prime Advisors LLC1,300$67.3K
Vigilant Capital Management, LLC1,155$60.0K
Coastal Capital Group, Inc.498$25.8K
First National Bank of South Miami207$10.7K
Lansing Street Advisors43$2.22K