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 |
|---|---|---|---|---|---|
| CX Institutional | 5,257 | $234.8K | 0.01% | −7−0.1% | Reduced |
| Alterity Financial Group, LLC | 5,266 | $235.3K | 0.37% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,303 | $236.9K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 5,367 | $236.9K | 0.02% | −9,039−62.7% | Reduced |
| Dividend Assets Capital, LLC | 5,326 | $238.0K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,347 | $238.9K | 0.03% | −147−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,350 | $239.0K | 0.00% | +5,350 | New |
| Birchcreek Wealth Management, LLC | 5,351 | $239.0K | 0.16% | −400−7.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,355 | $239.2K | 0.07% | −120−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,383 | $240.5K | 0.01% | +492+10.1% | Added |
| FinTrust Capital Advisors, LLC | 5,406 | $241.5K | 0.05% | +961+21.6% | Added |
| Abacus Planning Group, Inc. | 5,409 | $241.6K | 0.06% | +28+0.5% | Added |
| First City Capital Management, Inc. | 5,439 | $243.0K | 0.15% | +396+7.9% | Added |
| Corton Capital Inc. | 5,465 | $244.1K | 0.12% | −10,634−66.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,492 | $245.0K | 0.01% | −831−13.1% | Reduced |
| Spinnaker Trust | 5,506 | $246.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,526 | $246.8K | 0.01% | +122+2.3% | Added |
| Group One Trading, L.P. | 5,580 | $249.3K | 0.01% | +5,580 | New |
| Mystic Asset Management, Inc. | 5,589 | $249.7K | 0.14% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,600 | $250.2K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,605 | $250.4K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,613 | $250.7K | 0.01% | +863+18.2% | Added |
| ABN AMRO Bank N.V. | 5,630 | $251.3K | 0.00% | −540−8.8% | Reduced |
| V-Square Quantitative Management LLC | 5,640 | $251.9K | 0.11% | +4,156+280.1% | Added |
| Adirondack Trust Co | 5,645 | $252.1K | 0.13% | −2,188−27.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,650 | $252.4K | 0.03% | +5,650 | New |
| O'Connor Financial Group LLC | 5,652 | $252.5K | 0.17% | +190+3.5% | Added |
| Ostrum Asset Management | 5,660 | $252.8K | 0.02% | −19,753−77.7% | Reduced |
| Welch & Forbes LLC | 5,711 | $255.1K | 0.00% | −416−6.8% | Reduced |
| Concord Wealth Partners | 5,717 | $255.4K | 0.05% | −1,151−16.8% | Reduced |
| Crawford Investment Counsel Inc | 5,738 | $256.3K | 0.01% | −1,750−23.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,800 | $259.1K | 0.07% | +5,800 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,801 | $259.1K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,808 | $259.4K | 0.10% | +704+13.8% | Added |
| Klingenstein Fields & Co LP | 5,828 | $260.3K | 0.01% | −100−1.7% | Reduced |
| ZWJ Investment Counsel Inc | 5,829 | $260.4K | 0.01% | +139+2.4% | Added |
| Alpha Cubed Investments, LLC | 5,830 | $260.4K | 0.02% | −6−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,864 | $262.0K | 0.02% | −954−14.0% | Reduced |
| Hyman Charles D | 5,872 | $262.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,893 | $263.2K | 0.00% | +5,893 | New |
| Comerica Securities,inc. | 5,902 | $263.6K | 0.02% | −3,104−34.5% | Reduced |
| Rehmann Capital Advisory Group | 5,906 | $263.9K | 0.02% | −130−2.2% | Reduced |
| Philadelphia Trust Co | 5,905 | $264.0K | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,911 | $264.1K | 0.15% | −1,507−20.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,992 | $267.7K | 0.06% | +10.0% | Added |
| Private Trust Co NA | 6,030 | $269.4K | 0.04% | +19+0.3% | Added |
| Romano Brothers and Company | 6,050 | $269.6K | 0.04% | −1,225−16.8% | Reduced |
| Kepos Capital LP | 6,046 | $270.0K | 0.05% | +2,196+57.0% | Added |
| Horizon Investments, LLC | 6,049 | $270.2K | 0.01% | +155+2.6% | Added |
| Chicago Trust Co NA | 6,061 | $270.7K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,075 | $271.4K | 0.01% | +1,947+47.2% | Added |
| Wolverine Trading, LLC | 6,115 | $273.2K | 0.00% | −18,920−75.6% | Reduced |
| FourThought Financial Partners, LLC | 6,116 | $273.2K | 0.04% | −138−2.2% | Reduced |
| Campion Asset Management LLC | 6,156 | $275.0K | 0.25% | +320+5.5% | Added |
| Congress Wealth Management LLC | 6,163 | $275.4K | 0.01% | +80+1.3% | Added |
| Fulcrum Equity Management | 6,171 | $275.6K | 0.32% | −10−0.2% | Reduced |
| OLIO Financial Planning | 6,177 | $275.9K | 0.13% | +6,177 | New |
| Jaffetilchin Investment Partners, LLC | 6,188 | $276.4K | 0.03% | −194−3.0% | Reduced |
| Belpointe Asset Management LLC | 6,201 | $277.0K | 0.03% | −5,681−47.8% | Reduced |
| SYSTM Wealth Solutions LLC | 6,222 | $277.9K | 0.04% | −7,828−55.7% | Reduced |
| New Hampshire Trust | 6,227 | $278.2K | 0.08% | −25−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,242 | $278.8K | 0.10% | +118+1.9% | Added |
| AFS Financial Group, LLC | 6,251 | $279.2K | 0.19% | +13+0.2% | Added |
| Smith, Salley & Associates | 6,266 | $279.8K | 0.02% | −34,474−84.6% | Reduced |
| Hudock, Inc. | 6,299 | $281.4K | 0.07% | +7+0.1% | Added |
| Aspiriant, LLC | 6,305 | $281.6K | 0.01% | +231+3.8% | Added |
| AMG National Trust Bank | 6,315 | $282.1K | 0.01% | −1,525−19.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,351 | $283.7K | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,377 | $284.9K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,389 | $285.4K | 0.04% | +427+7.2% | Added |
| Brighton Jones LLC | 6,397 | $285.8K | 0.01% | +38+0.6% | Added |
| Hummer Financial Advisory Services Inc | 6,401 | $285.9K | 0.29% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 6,403 | $286.1K | 0.27% | −18,260−74.0% | Reduced |
| IFG Advisory, LLC | 6,463 | $288.7K | 0.02% | +6,463 | New |
| Salem Investment Counselors Inc | 6,472 | $289.1K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,476 | $289.3K | 0.08% | +300+4.9% | Added |
| Midwest Professional Planners, LTD. | 6,483 | $289.6K | 0.13% | +916+16.5% | Added |
| Gateway Investment Advisers LLC | 6,491 | $290.0K | 0.00% | −203−3.0% | Reduced |
| Adalta Capital Management LLC | 6,500 | $290.0K | 0.20% | −800−11.0% | Reduced |
| Personal Cfo Solutions, LLC | 6,505 | $290.6K | 0.06% | +1,508+30.2% | Added |
| Farmers Trust Co | 6,522 | $291.3K | 0.07% | 00.0% | Unchanged |
| Summit Financial Group Inc | 6,546 | $292.4K | 0.12% | −202−3.0% | Reduced |
| Marex Group plc | 6,571 | $293.5K | 0.04% | +6,571 | New |
| Balyasny Asset Management LLC | 6,593 | $294.5K | 0.00% | −2,626−28.5% | Reduced |
| Quadrant Capital Group LLC | 6,599 | $294.8K | 0.03% | −1,019−13.4% | Reduced |
| Bartlett & Co. LLC | 6,606 | $295.0K | 0.01% | −1,243−15.8% | Reduced |
| Delta Financial Group, Inc. | 6,598 | $295.0K | 0.10% | +115+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 6,606 | $295.1K | 0.01% | −1,243−15.8% | Reduced |
| Cipher Capital LP | 6,607 | $295.1K | 0.21% | −2,775−29.6% | Reduced |
| Valmark Advisers, Inc. | 6,674 | $298.1K | 0.01% | +250+3.9% | Added |
| Voya Financial Advisors, Inc. | 6,766 | $298.7K | 0.04% | +132+2.0% | Added |
| Northwest Bancshares, Inc. | 6,755 | $301.7K | 0.06% | −117−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 7,342 | $306.4K | 0.02% | +2,758+60.2% | Added |
| Bogart Wealth, LLC | 6,890 | $307.8K | 0.02% | −132,564−95.1% | Reduced |
| Resources Management Corp | 6,904 | $308.0K | 0.05% | −350−4.8% | Reduced |
| Tower Bridge Advisors | 6,918 | $309.0K | 0.03% | −2,029−22.7% | Reduced |
| Boston Private Wealth LLC | 6,970 | $311.4K | 0.01% | −965−12.2% | Reduced |
| Fragasso Group Inc. | 6,980 | $311.8K | 0.03% | −1,039−13.0% | Reduced |
| Mendel Money Management | 6,985 | $312.0K | 0.17% | −1,465−17.3% | Reduced |
| Manchester Capital Management LLC | 7,000 | $312.7K | 0.05% | 00.0% | Unchanged |