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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 51,800 | $2.31M | 0.05% | +100+0.2% | Added |
| Cresset Asset Management, LLC | 52,297 | $2.34M | 0.02% | +16,670+46.8% | Added |
| KBC Group NV | 52,444 | $2.34M | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 52,520 | $2.35M | 0.10% | +722+1.4% | Added |
| Tower Research Capital LLC (TRC) | 52,717 | $2.35M | 0.07% | +26,757+103.1% | Added |
| Richard Bernstein Advisors LLC | 52,983 | $2.37M | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 53,223 | $2.38M | 0.72% | +603+1.1% | Added |
| Carret Asset Management, LLC | 53,372 | $2.38M | 0.33% | −4,622−8.0% | Reduced |
| Soltis Investment Advisors LLC | 53,497 | $2.39M | 0.31% | −41,215−43.5% | Reduced |
| Sofos Investments, Inc. | 35,587 | $2.39M | 0.04% | +33,662+1,748.7% | Added |
| Kempen Capital Management N.V. | 53,642 | $2.40M | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 53,649 | $2.40M | 0.18% | +19,916+59.0% | Added |
| Walleye Capital LLC | 53,728 | $2.40M | 0.04% | −16,108−23.1% | Reduced |
| Mirabella Financial Services LLP | 54,780 | $2.45M | 0.35% | +54,780 | New |
| Cornerstone Advisors, LLC | 54,900 | $2.45M | 0.11% | −2,700−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 54,928 | $2.45M | 0.03% | −21,000−27.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 55,601 | $2.48M | 0.04% | +11,840+27.1% | Added |
| Virginia Wealth Management Group, Inc. | 55,764 | $2.49M | 1.68% | +15,957+40.1% | Added |
| Sompo Asset Management Co., Ltd. | 55,810 | $2.49M | 0.55% | −2,900−4.9% | Reduced |
| Charter Trust Co | 55,971 | $2.50M | 0.20% | −337−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 56,178 | $2.51M | 0.03% | +392+0.7% | Added |
| Wallington Asset Management, LLC | 56,303 | $2.52M | 0.46% | +210+0.4% | Added |
| Hartford Investment Management Co | 56,974 | $2.55M | 0.10% | −1,431−2.5% | Reduced |
| Synovus Financial Corp | 57,163 | $2.55M | 0.03% | −41,786−42.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 57,178 | $2.55M | 0.02% | +57,178 | New |
| John G Ullman & Associates Inc | 58,320 | $2.61M | 0.43% | −12,800−18.0% | Reduced |
| Sepio Capital, LP | 58,520 | $2.61M | 0.23% | −2,197−3.6% | Reduced |
| Commerce Bank | 58,782 | $2.63M | 0.02% | −2,447−4.0% | Reduced |
| Bradley Foster & Sargent Inc | 51,169 | $2.65M | 0.06% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 59,827 | $2.67M | 1.99% | +272+0.5% | Added |
| Securian Asset Management, Inc | 60,048 | $2.68M | 0.08% | −8,148−11.9% | Reduced |
| Weiss Asset Management LP | 60,971 | $2.72M | 0.22% | +60,971 | New |
| Paloma Partners Management Co | 62,229 | $2.78M | 0.58% | +29,844+92.2% | Added |
| Agf Management Ltd | 62,447 | $2.79M | 0.02% | −6,151−9.0% | Reduced |
| Carson Advisory Inc. | 62,605 | $2.80M | 2.45% | +4,488+7.7% | Added |
| Thrivent Financial for Lutherans | 62,735 | $2.80M | 0.01% | −47,096−42.9% | Reduced |
| Prospera Financial Services Inc | 63,125 | $2.82M | 0.11% | +669+1.1% | Added |
| Bridge Creek Capital Management LLC | 63,288 | $2.83M | 1.07% | +1,910+3.1% | Added |
| Lockheed Martin Investment Management Co | 55,000 | $2.83M | 0.22% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 63,842 | $2.85M | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 64,091 | $2.86M | 0.10% | −3,121−4.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 64,127 | $2.86M | 0.68% | −1,033−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 64,142 | $2.87M | 0.08% | +29,643+85.9% | Added |
| Vestcor Inc | 64,503 | $2.88M | 0.11% | −3,307−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 64,706 | $2.89M | 0.04% | −339−0.5% | Reduced |
| Teacher Retirement System of Texas | 64,764 | $2.89M | 0.02% | +1,612+2.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 66,764 | $2.98M | 0.45% | −97,784−59.4% | Reduced |
| Kestra Advisory Services, LLC | 67,093 | $3.00M | 0.03% | +7,813+13.2% | Added |
| Bayesian Capital Management, LP | 68,900 | $3.08M | 0.35% | +58,800+582.2% | Added |
| Daiwa Securities Group Inc. | 69,868 | $3.12M | 0.02% | +4,197+6.4% | Added |
| Elo Mutual Pension Insurance Co | 69,965 | $3.13M | 0.10% | +1,230+1.8% | Added |
| Nisa Investment Advisors, LLC | 71,165 | $3.18M | 0.02% | −18,713−20.8% | Reduced |
| Capital Investment Advisors, LLC | 71,638 | $3.20M | 0.09% | +881+1.2% | Added |
| Putnam Investments LLC | 72,769 | $3.25M | 0.00% | +11,757+19.3% | Added |
| Trust Co of Virginia | 73,308 | $3.27M | 0.36% | +992+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 74,596 | $3.33M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 74,909 | $3.35M | 0.04% | +10,595+16.5% | Added |
| Silvercrest Asset Management Group LLC | 75,951 | $3.39M | 0.03% | −504−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 76,006 | $3.40M | 0.10% | −8,069−9.6% | Reduced |
| British Columbia Investment Management Corp | 76,005 | $3.40M | 0.03% | +671+0.9% | Added |
| Panagora Asset Management Inc | 77,412 | $3.46M | 0.02% | −12,416−13.8% | Reduced |
| XML Financial, LLC | 77,764 | $3.47M | 0.42% | +20.0% | Added |
| TD Private Client Wealth LLC | 80,560 | $3.60M | 0.16% | −5,943−6.9% | Reduced |
| Old Point Trust & Financial Services N A | 81,305 | $3.63M | 1.64% | −3,327−3.9% | Reduced |
| Strategic Advisors LLC | 82,135 | $3.67M | 0.72% | −40.0% | Reduced |
| Hoylecohen, LLC | 83,265 | $3.72M | 0.34% | −3,021−3.5% | Reduced |
| Salomon & Ludwin, LLC | 84,613 | $3.78M | 0.39% | +564+0.7% | Added |
| Cetera Investment Advisers | 84,702 | $3.78M | 0.03% | +7,688+10.0% | Added |
| Peapack Gladstone Financial Corp | 84,786 | $3.79M | 0.07% | −3,785−4.3% | Reduced |
| Harvest Portfolios Group Inc. | 85,114 | $3.80M | 0.18% | +8,296+10.8% | Added |
| Rafferty Asset Management, LLC | 85,278 | $3.81M | 0.02% | +8,896+11.6% | Added |
| Baird Financial Group, Inc. | 85,683 | $3.83M | 0.01% | +4,716+5.8% | Added |
| Intact Investment Management Inc. | 85,700 | $3.83M | 0.17% | 00.0% | Unchanged |
| Bank of Nova Scotia | 86,661 | $3.87M | 0.01% | +11,194+14.8% | Added |
| Oppenheimer & Co Inc | 88,165 | $3.94M | 0.08% | +11,266+14.7% | Added |
| Schroder Investment Management Group | 88,500 | $3.95M | 0.01% | +1,173+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,720 | $3.96M | 0.01% | +7,406+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 89,976 | $4.02M | 0.01% | −280−0.3% | Reduced |
| Nissay Asset Management Corp | 93,351 | $4.17M | 0.04% | +3,298+3.7% | Added |
| Geneos Wealth Management Inc. | 95,050 | $4.25M | 0.22% | +4,405+4.9% | Added |
| Element Capital Management LLC | 97,209 | $4.34M | 0.39% | −19,117−16.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 97,468 | $4.35M | 0.07% | +6,421+7.1% | Added |
| Fifth Third Bancorp | 99,223 | $4.43M | 0.02% | +19,725+24.8% | Added |
| Pacer Advisors, Inc. | 99,262 | $4.43M | 0.02% | +36,829+59.0% | Added |
| State of Alaska, Department of Revenue | 99,446 | $4.44M | 0.06% | −4,130−4.0% | Reduced |
| Atria Investments LLC | 99,806 | $4.46M | 0.08% | −5,086−4.8% | Reduced |
| Wealthfront Advisers LLC | 100,301 | $4.48M | 0.02% | −9,369−8.5% | Reduced |
| Capital Fund Management S.A. | 102,732 | $4.59M | 0.06% | +102,732 | New |
| Advocate Group LLC | 105,709 | $4.72M | 1.09% | −8,508−7.4% | Reduced |
| Northern Oak Wealth Management Inc | 106,600 | $4.76M | 0.59% | −271−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 106,703 | $4.77M | 0.25% | −1,807−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108,203 | $4.83M | 0.02% | +108,203 | New |
| Old National Bancorp | 108,419 | $4.84M | 0.14% | +3,913+3.7% | Added |
| Edgemoor Investment Advisors, Inc. | 108,864 | $4.86M | 0.57% | −12,648−10.4% | Reduced |
| Canal Insurance CO | 110,000 | $4.91M | 1.41% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 110,916 | $4.95M | 0.08% | +2,204+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,018 | $5.05M | 0.02% | +103,515+1,089.3% | Added |
| Huntington National Bank | 113,476 | $5.07M | 0.05% | −17,653−13.5% | Reduced |
| Wills Financial Group, Inc. | 113,833 | $5.08M | 2.75% | −1,415−1.2% | Reduced |
| Private Advisor Group, LLC | 114,618 | $5.12M | 0.05% | +8,837+8.4% | Added |