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 |
|---|---|---|---|---|---|
| Cutler Group LP | 2,130 | $95.0K | 0.02% | −8,828−80.6% | Reduced |
| Parkside Financial Bank & Trust | 2,196 | $98.1K | 0.02% | +154+7.5% | Added |
| NSI Retail Advisors, LLC | 2,211 | $99.0K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,235 | $99.8K | 0.02% | +2,235 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,294 | $102.0K | 0.07% | +160+7.5% | Added |
| Macroview Investment Management LLC | 2,329 | $104.0K | 0.14% | +132+6.0% | Added |
| Riverview Trust Co | 2,343 | $104.7K | 0.09% | +1,394+146.9% | Added |
| Dakota Community Bank & Trust NA | 2,391 | $106.8K | 0.68% | −356−13.0% | Reduced |
| S.A. Mason LLC | 2,398 | $107.1K | 0.08% | −8−0.3% | Reduced |
| Hall Laurie J Trustee | 2,425 | $108.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,465 | $110.1K | 0.01% | −5−0.2% | Reduced |
| Semmax Financial Advisors Inc. | 2,542 | $113.2K | 0.05% | +2,542 | New |
| Sittner & Nelson, LLC | 2,548 | $113.8K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,564 | $114.5K | 0.03% | −199−7.2% | Reduced |
| American State Bank (Iowa) | 2,597 | $116.0K | 0.08% | 00.0% | Unchanged |
| Motco | 2,599 | $116.1K | 0.01% | −503−16.2% | Reduced |
| Glassman Wealth Services | 2,662 | $118.9K | 0.02% | +623+30.6% | Added |
| Impact Partnership Wealth, LLC | 2,764 | $123.5K | 0.04% | +2,744+13,720.0% | Added |
| Valley National Advisers Inc | 2,862 | $128.0K | 0.02% | +375+15.1% | Added |
| Sawyer & Company, Inc | 2,885 | $129.0K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,175 | $130.4K | 0.00% | −1,133−26.3% | Reduced |
| Versant Capital Management, Inc | 2,940 | $131.3K | 0.04% | −1,094−27.1% | Reduced |
| Independence Bank of Kentucky | 2,952 | $131.9K | 0.06% | −9,500−76.3% | Reduced |
| Mechanics Financial Corp | 3,000 | $134.0K | 0.07% | −80−2.6% | Reduced |
| Sutton Wealth Advisors Inc. | 3,058 | $136.6K | 0.07% | +2,667+682.1% | Added |
| Pittenger & Anderson Inc | 3,150 | $140.7K | 0.01% | −600−16.0% | Reduced |
| Evolution Advisers, Inc. | 3,236 | $143.0K | 0.10% | −1,357−29.5% | Reduced |
| AdvisorNet Financial, Inc | 3,299 | $147.4K | 0.01% | −5,148−60.9% | Reduced |
| Clearstead Advisors, LLC | 3,459 | $154.5K | 0.01% | +48+1.4% | Added |
| Laurel Wealth Advisors LLC | 3,533 | $157.8K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,620 | $161.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,620 | $162.0K | 0.12% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,800 | $169.7K | 0.17% | −26−0.7% | Reduced |
| First Financial Corp | 3,804 | $169.9K | 0.10% | +2,000+110.9% | Added |
| Ci Investments Inc. | 3,958 | $177.0K | 0.00% | −168,009−97.7% | Reduced |
| Column Capital Advisors, LLC | 4,000 | $178.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,000 | $178.7K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,029 | $180.0K | 0.15% | −245−5.7% | Reduced |
| Deseret Mutual Benefit Administrators | 4,049 | $180.9K | 0.09% | −1,964−32.7% | Reduced |
| Truvestments Capital LLC | 4,090 | $182.7K | 0.10% | +30+0.7% | Added |
| Provenance Wealth Advisors, LLC | 4,176 | $186.5K | 0.03% | +4,176 | New |
| Tyler-Stone Wealth Management | 4,224 | $189.0K | 0.11% | +252+6.3% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $192.8K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51,209 | $193.3K | 0.05% | +1,617+3.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $196.5K | 0.14% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,406 | $196.8K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,494 | $200.7K | 0.06% | +435+10.7% | Added |
| Girard Partners Ltd. | 4,503 | $201.2K | 0.02% | −121−2.6% | Reduced |
| Hanson & Doremus Investment Management | 4,533 | $202.0K | 0.04% | −3,462−43.3% | Reduced |
| NorthRock Partners, LLC | 4,525 | $202.1K | 0.02% | −275−5.7% | Reduced |
| Front Row Advisors LLC | 4,530 | $202.4K | 0.09% | −3,626−44.5% | Reduced |
| Stiles Financial Services Inc | 4,551 | $203.3K | 0.11% | +57+1.3% | Added |
| Essex Financial Services, Inc. | 4,557 | $203.5K | 0.02% | +4,557 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,580 | $204.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4,582 | $204.7K | 0.05% | +447+10.8% | Added |
| Renasant Bank | 4,587 | $204.9K | 0.17% | +420+10.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $205.0K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,592 | $205.1K | 0.15% | −1,619−26.1% | Reduced |
| MEMBERS Trust Co | 4,661 | $205.7K | 0.01% | −1,292−21.7% | Reduced |
| New Millennium Group LLC | 4,617 | $206.3K | 0.19% | −889−16.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,630 | $206.8K | 0.02% | −216−4.5% | Reduced |
| Penserra Capital Management LLC | 4,685 | $209.0K | 0.00% | −731−13.5% | Reduced |
| Pointe Capital Management LLC | 4,692 | $209.6K | 0.16% | +32+0.7% | Added |
| Franklin Street Advisors Inc | 4,704 | $210.0K | 0.02% | +4,704 | New |
| Forum Financial Management, LP | 4,707 | $210.2K | 0.00% | −102−2.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,711 | $210.4K | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 4,713 | $210.5K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 4,732 | $211.4K | 0.02% | −170−3.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,756 | $212.4K | 0.01% | +4,756 | New |
| Sheaff Brock Investment Advisors, LLC | 4,760 | $212.6K | 0.02% | −100−2.1% | Reduced |
| Ethic Inc. | 4,761 | $212.7K | 0.01% | +4,761 | New |
| Epoch Investment Partners, Inc. | 4,765 | $212.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,799 | $214.4K | 0.00% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,803 | $215.2K | 0.16% | −916−16.0% | Reduced |
| Sentry Investment Management LLC | 4,858 | $217.0K | 0.10% | −942−16.2% | Reduced |
| Financial Planning & Information Services, Inc. | 4,872 | $217.6K | 0.04% | −178−3.5% | Reduced |
| Heritage Trust Co | 4,875 | $217.8K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,330 | $218.4K | 0.07% | +5+0.1% | Added |
| Petra Financial Advisors Inc | 4,901 | $218.9K | 0.18% | +731+17.5% | Added |
| Symmetry Partners, LLC | 4,905 | $219.0K | 0.01% | −654−11.8% | Reduced |
| Flputnam Investment Management Co | 4,907 | $219.2K | 0.01% | −24−0.5% | Reduced |
| Cobblestone Asset Management LLC | 4,921 | $219.8K | 0.18% | +4,921 | New |
| Northcape Wealth Management, LLC | 4,941 | $220.7K | 0.08% | −8−0.2% | Reduced |
| Stokes Family Office, LLC | 4,947 | $221.0K | 0.03% | −4,234−46.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 5,029 | $224.6K | 0.11% | +5,029 | New |
| Strategic Advocates LLC | 5,042 | $225.2K | 0.11% | +5,042 | New |
| Dorsey & Whitney Trust CO LLC | 5,045 | $225.4K | 0.02% | −4,612−47.8% | Reduced |
| Jones Financial Companies LLLP | 5,045 | $225.4K | 0.00% | −2,222−30.6% | Reduced |
| Luts & Greenleigh Group, Inc | 5,050 | $225.6K | 0.28% | −300−5.6% | Reduced |
| CIC Wealth, LLC | 5,069 | $226.4K | 0.08% | −175−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,756 | $227.5K | 0.01% | −689−10.7% | Reduced |
| Aull & Monroe Investment Management Corp | 5,143 | $229.7K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,144 | $229.8K | 0.03% | +88+1.7% | Added |
| Prosperity Consulting Group, LLC | 5,168 | $230.9K | 0.11% | +5,168 | New |
| Register Financial Advisors LLC | 5,211 | $232.8K | 0.17% | +3,040+140.0% | Added |
| Kingfisher Capital LLC | 5,219 | $233.0K | 0.06% | −61−1.2% | Reduced |
| Vantage Consulting Group Inc | 5,225 | $233.4K | 0.16% | +619+13.4% | Added |
| Syntax Advisors, LLC | 5,225 | $233.4K | 0.21% | +619+13.4% | Added |
| Capital Analysts, LLC | 5,246 | $234.0K | 0.01% | +737+16.3% | Added |
| Kinloch Capital, LLC | 5,252 | $234.6K | 0.15% | +571+12.2% | Added |