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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $22.3K | 0.01% | +500 | New |
| Bangor Savings Bank | 506 | $22.6K | 0.00% | −291−36.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 519 | $23.2K | 0.01% | +3+0.6% | Added |
| Legacy Financial Group LLC | 541 | $24.2K | 0.01% | +541 | New |
| SRS Capital Advisors, Inc. | 544 | $24.3K | 0.00% | +243+80.7% | Added |
| Core Alternative Capital | 551 | $24.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $24.9K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $24.9K | 0.02% | – | – |
| Blue Bell Private Wealth Management, LLC | 559 | $25.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 550 | $25.0K | 0.00% | −368−40.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 567 | $25.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $26.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $26.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $26.5K | 0.01% | −573−49.1% | Reduced |
| Johnson Financial Group, Inc. | 626 | $28.0K | 0.00% | −902−59.0% | Reduced |
| Capital Advisors, Ltd. LLC | 650 | $29.0K | 0.00% | −84−11.4% | Reduced |
| NVWM, LLC | 650 | $29.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 675 | $30.2K | 0.01% | −267−28.3% | Reduced |
| FSC Wealth Advisors, LLC | 684 | $30.6K | 0.03% | +410+149.6% | Added |
| Cherry Tree Wealth Management, LLC | 710 | $31.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 737 | $32.9K | 0.00% | +67+10.0% | Added |
| First Personal Financial Services | 785 | $35.1K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 803 | $35.9K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $36.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $36.0K | 0.03% | +819 | New |
| Aspire Private Capital, LLC | 808 | $36.1K | 0.01% | +26+3.3% | Added |
| Missouri Trust & Investment Co | 825 | $36.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 827 | $36.9K | 0.01% | +311+60.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 839 | $37.5K | 0.01% | +400+91.1% | Added |
| Millburn Ridgefield Corp | 858 | $38.3K | 0.00% | +858 | New |
| Catalyst Capital Advisors LLC | 858 | $38.3K | 0.00% | +858 | New |
| Bramshill Investments, LLC | 810 | $38.7K | 0.00% | −50−5.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 884 | $39.5K | 0.02% | +8+0.9% | Added |
| Horizon Bancorp Inc | 900 | $40.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $40.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 908 | $40.6K | 0.00% | +145+19.0% | Added |
| Benjamin Edwards Inc | 939 | $42.0K | 0.01% | −133−12.4% | Reduced |
| City State Bank | 936 | $42.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 689 | $42.2K | 0.02% | −179−20.6% | Reduced |
| Compass Wealth Management LLC | 946 | $42.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 964 | $43.1K | 0.01% | −192−16.6% | Reduced |
| Authentikos Wealth Advisory, LLC | 986 | $44.0K | 0.04% | +986 | New |
| Atwood & Palmer Inc | 1,000 | $44.7K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $44.8K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $45.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,031 | $46.0K | 0.01% | +354+52.3% | Added |
| Trifecta Capital Advisors, LLC | 1,034 | $46.2K | 0.01% | +34+3.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,045 | $46.7K | 0.02% | +1,045 | New |
| Silvant Capital Management LLC | 1,071 | $47.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,900 | $50.0K | 0.02% | +400+26.7% | Added |
| Rosenberg Matthew Hamilton | 1,212 | $54.2K | 0.02% | −329−21.3% | Reduced |
| Addison Advisors LLC | 1,224 | $54.7K | 0.03% | −30−2.4% | Reduced |
| West Tower Group, LLC | 1,250 | $55.8K | 0.03% | +1,250 | New |
| Byrne Asset Management LLC | 1,250 | $56.0K | 0.05% | – | – |
| Larson Financial Group LLC | 1,272 | $56.8K | 0.01% | +950+295.0% | Added |
| Proffitt & Goodson Inc | 1,275 | $57.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,326 | $59.2K | 0.03% | +1,326 | New |
| Bray Capital Advisors | 1,345 | $60.1K | 0.02% | +1,202+840.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,358 | $60.7K | 0.02% | −1−0.1% | Reduced |
| Oakworth Capital, Inc. | 1,375 | $61.4K | 0.01% | −984−41.7% | Reduced |
| CoreFirst Bank & Trust | 1,376 | $61.5K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,379 | $61.6K | 0.00% | −98−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,393 | $62.2K | 0.00% | −8,908−86.5% | Reduced |
| Walleye Trading LLC | 1,422 | $63.5K | 0.00% | +1,422 | New |
| Kapitalo Investimentos Ltda | 1,430 | $63.9K | 0.01% | +1,430 | New |
| Optimum Investment Advisors | 1,444 | $64.5K | 0.03% | +2+0.1% | Added |
| Atlantic Trust, LLC | 1,456 | $65.0K | 0.02% | −943−39.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,483 | $66.2K | 0.01% | −923−38.4% | Reduced |
| Vestor Capital, LLC | 1,498 | $67.0K | 0.01% | −557−27.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,500 | $67.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,567 | $70.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,575 | $70.4K | 0.01% | −1,399−47.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $72.0K | 0.03% | −25−1.5% | Reduced |
| Evermay Wealth Management LLC | 1,664 | $74.3K | 0.02% | −1,060−38.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,677 | $74.9K | 0.02% | −739−30.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,689 | $75.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,694 | $75.7K | 0.00% | −2,212,368−99.9% | Reduced |
| Focused Wealth Management, Inc | 1,695 | $75.7K | 0.01% | +19+1.1% | Added |
| Field & Main Bank | 1,698 | $75.8K | 0.04% | −1,550−47.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,737 | $77.6K | 0.03% | +21+1.2% | Added |
| Quent Capital, LLC | 1,766 | $78.9K | 0.01% | −467−20.9% | Reduced |
| Farther Finance Advisors, LLC | 1,803 | $80.5K | 0.01% | +701+63.6% | Added |
| Leonteq Securities AG | 1,865 | $83.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,900 | $84.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,900 | $84.9K | 0.00% | −2,202−53.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,918 | $85.7K | 0.01% | −127,084−98.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,934 | $86.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,951 | $87.2K | 0.06% | +110+6.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,970 | $88.0K | 0.03% | −4,810−70.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,995 | $89.1K | 0.01% | +203+11.3% | Added |
| Pinnacle Bancorp, Inc. | 1,999 | $89.3K | 0.03% | −83−4.0% | Reduced |
| Alta Advisers Ltd | 2,000 | $89.3K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,029 | $90.6K | 0.01% | −800−28.3% | Reduced |
| Duncker Streett & Co Inc | 2,035 | $90.9K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 2,070 | $92.4K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,086 | $93.2K | 0.05% | +394+23.3% | Added |
| Global Trust Asset Management, LLC | 2,105 | $94.0K | 0.04% | −23−1.1% | Reduced |