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Livermore
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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, Q3 2023

Institutional positions in Dominion Energy, Inc as of Sep 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
1,207
−63 vs. Q2 2023
Shares held
613.6M
+17.8M (+3.0%) vs. Q2 2023
Total value
$27.4B
−$3.47B (−11.2%) vs. Q2 2023
New holders
85
409 more added
Sold out
148
530 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,207 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ3 2023: $27.4B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2023.

Institutions holding D in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)3$00.00%+3New
Silicon Valley Capital Partners0$60.00%0Unchanged
JJJ Advisors Inc.4$1790.00%00.0%Unchanged
SJS Investment Consulting Inc.13$5810.00%+1+8.3%Added
Fortis Group Advisors, LLC13$5810.00%+13New
Delos Wealth Advisors, LLC12$5830.00%00.0%Unchanged
WestEnd Advisors, LLC22$9830.00%+22New
Transamerica Financial Advisors, Inc.19$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
KB Financial Partners, LLC21$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners34$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC13$1.00K0.00%+13New
Stephens Consulting, LLC24$1.07K0.00%00.0%Unchanged
Atlas Capital Advisors LLC28$1.25K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$1.29K0.00%00.0%Unchanged
Eukles Asset Management40$1.79K0.00%00.0%Unchanged
Beacon Capital Management, LLC36$1.86K0.00%00.0%Unchanged
Tortoise Investment Management, LLC44$1.97K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$1.97K0.00%00.0%Unchanged
WR Wealth Planners, LLC44$1.97K0.00%+44New
ING Groep NV50$2.23K0.00%−299,363−100.0%Reduced
Beaird Harris Wealth Management, LLC50$2.23K0.00%00.0%Unchanged
Princeton Global Asset Management LLC55$2.47K0.00%00.0%Unchanged
Perkins Coie Trust Co58$2.59K0.00%+58New
TFC Financial Management61$2.74K0.00%+23+60.5%Added
Ritter Daniher Financial Advisory LLC62$2.77K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$2.99K0.00%00.0%Unchanged
Pacifica Partners Inc.75$3.07K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO70$3.13K0.00%+70New
Morton Brown Family Wealth, LLC72$3.22K0.00%00.0%Unchanged
PSI Advisors, LLC73$3.26K0.00%−273−78.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC75$3.35K0.00%+75New
Northwest Capital Management Inc83$3.71K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC84$3.75K0.00%00.0%Unchanged
Rogco, LP95$4.24K0.00%+95New
Red Tortoise LLC97$4.33K0.00%+97New
St. Johns Investment Management Company, LLC100$4.47K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$4.47K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$4.47K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC105$5.00K0.00%+62+144.2%Added
Eagle Bay Advisors LLC126$5.63K0.00%+104+472.7%Added
MB, Levis & Associates, LLC128$5.72K0.00%+2+1.6%Added
AlphaMark Advisors, LLC125$6.00K0.00%−25−16.7%Reduced
Avion Wealth155$6.00K0.00%+11+7.6%Added
Newton One Investments LLC136$6.05K0.00%+2+1.5%Added
Kozak & Associates, Inc.150$6.25K0.00%+50+50.0%Added
American National Bank144$6.43K0.00%−46−24.2%Reduced
Trust Co150$6.70K0.00%00.0%Unchanged
Nemes Rush Group LLC154$6.88K0.00%00.0%Unchanged
Steward Financial Group LLC170$7.00K0.00%−26−13.3%Reduced
Archer Investment Corp157$7.01K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC158$7.06K0.00%−110−41.0%Reduced
Ramirez Asset Management, Inc.166$7.42K0.00%+166New
HBC Financial Services, PLLC200$8.00K0.01%00.0%Unchanged
Solstein Capital, LLC185$8.26K0.01%00.0%Unchanged
West Paces Advisors Inc.197$8.80K0.00%00.0%Unchanged
Albion Financial Group200$8.93K0.00%−18,050−98.9%Reduced
Federation des caisses Desjardins du Quebec200$8.93K0.00%00.0%Unchanged
Bollard Group LLC198$9.00K0.00%−75−27.5%Reduced
GW&K Investment Management, LLC208$9.00K0.00%−3−1.4%Reduced
Winch Advisory Services, LLC206$9.00K0.00%+1+0.5%Added
First PREMIER Bank200$9.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$9.00K0.01%00.0%Unchanged
Perritt Capital Management Inc202$9.02K0.01%00.0%Unchanged
Cornerstone Planning Group LLC208$9.29K0.00%−1,563−88.3%Reduced
Westside Investment Management, Inc.210$9.38K0.00%00.0%Unchanged
Chelsea Counsel Co213$9.51K0.00%00.0%Unchanged
Abound Wealth Management220$9.82K0.00%−71−24.4%Reduced
Kelly Financial Services LLC227$10.1K0.00%+3+1.3%Added
McIlrath & Eck, LLC230$10.3K0.00%00.0%Unchanged
Baldwin Brothers Inc232$10.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc243$10.9K0.00%−88−26.6%Reduced
Legacy Bridge, LLC245$10.9K0.01%00.0%Unchanged
JNBA Financial Advisors247$11.0K0.00%+47+23.5%Added
Thompson Investment Management, Inc.249$11.1K0.00%00.0%Unchanged
Bellevue Asset Management, LLC256$11.4K0.01%+1+0.4%Added
Highlander Capital Management, LLC267$12.0K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC280$12.5K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP301$13.4K0.00%+45+17.6%Added
Team Financial Group, LLC303$13.5K0.01%+303New
Wolff Wiese Magana LLC313$14.0K0.01%−55−14.9%Reduced
Gables Capital Management Inc.320$14.3K0.01%00.0%Unchanged
West Financial Advisors, LLC326$14.6K0.00%00.0%Unchanged
Creative Financial Designs Inc330$14.7K0.00%−351−51.5%Reduced
CGC Financial Services, LLC339$15.1K0.01%00.0%Unchanged
Sit Investment Associates Inc349$16.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC356$16.0K0.00%+78+28.1%Added
Venturi Wealth Management, LLC367$16.4K0.00%00.0%Unchanged
Covestor Ltd384$17.0K0.01%−8−2.0%Reduced
DecisionPoint Financial, LLC391$17.5K0.01%+36+10.1%Added
Logan Capital Management Inc398$17.8K0.00%−136−25.5%Reduced
Monetary Management Group Inc400$17.9K0.01%−1,050−72.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt430$19.2K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC433$19.3K0.01%−3−0.7%Reduced
Jackson, Grant Investment Advisers, Inc.434$19.4K0.01%−75−14.7%Reduced
Tucker Asset Management LLC440$19.7K0.01%00.0%Unchanged
Annapolis Financial Services, LLC489$21.8K0.01%−350−41.7%Reduced
Centerpoint Advisors, LLC499$22.0K0.01%−110−18.1%Reduced
West Branch Capital LLC495$22.1K0.01%−251−33.6%Reduced
Acima Private Wealth, LLC500$22.3K0.01%−676−57.5%Reduced