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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 7,007 | $313.0K | 0.06% | −1,011−12.6% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $313.0K | 0.15% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,022 | $313.7K | 0.00% | +7,022 | New |
| Parsons Capital Management Inc | 7,031 | $314.1K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,034 | $314.2K | 0.08% | +2,980+73.5% | Added |
| Boltwood Capital Management | 7,045 | $314.7K | 0.12% | −988−12.3% | Reduced |
| Morningstar Investment Management LLC | 7,050 | $315.0K | 0.04% | +1,076+18.0% | Added |
| CWA Asset Management Group, LLC | 7,107 | $317.5K | 0.02% | −735−9.4% | Reduced |
| Colonial Trust Advisors | 7,111 | $317.7K | 0.04% | −500−6.6% | Reduced |
| Acadian Asset Management LLC | 7,127 | $318.0K | 0.00% | +162+2.3% | Added |
| Compass Ion Advisors, LLC | 7,208 | $322.0K | 0.06% | +7,208 | New |
| Colony Group LLC | 7,262 | $324.0K | 0.00% | −2,306−24.1% | Reduced |
| Empowered Funds, LLC | 7,267 | $324.6K | 0.01% | +1,333+22.5% | Added |
| Diversified Trust Co | 7,268 | $324.7K | 0.01% | −4,134−36.3% | Reduced |
| Westwood Holdings Group Inc. | 7,268 | $325.0K | 0.00% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 7,321 | $327.0K | 0.01% | +3,092+73.1% | Added |
| Koshinski Asset Management, Inc. | 7,344 | $328.1K | 0.04% | +27+0.4% | Added |
| Busey Wealth Management | 7,370 | $329.2K | 0.01% | −1,307−15.1% | Reduced |
| United Asset Strategies, Inc. | 7,372 | $329.3K | 0.04% | −79−1.1% | Reduced |
| Sheets Smith Wealth Management | 7,411 | $331.0K | 0.05% | +68+0.9% | Added |
| Virtu Financial LLC | 7,475 | $334.0K | 0.03% | +7,475 | New |
| Two Sigma Advisers, LP | 7,500 | $335.0K | 0.00% | −405,300−98.2% | Reduced |
| Alliance Wealth Advisors, LLC | 7,505 | $335.2K | 0.24% | −60−0.8% | Reduced |
| Investors Research Corp | 7,513 | $335.6K | 0.09% | +17+0.2% | Added |
| IFP Advisors, Inc | 7,519 | $335.9K | 0.02% | −7,890−51.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,554 | $337.4K | 0.19% | +563+8.1% | Added |
| Cordatus Wealth Management LLC | 7,570 | $338.0K | 0.31% | −119−1.5% | Reduced |
| Smith, Moore & Co. | 7,573 | $338.3K | 0.04% | −205−2.6% | Reduced |
| Independent Financial Group, LLC | 7,585 | $338.8K | 0.02% | +3,403+81.4% | Added |
| Intrust Bank NA | 7,585 | $338.8K | 0.04% | +900+13.5% | Added |
| Fiduciary Trust Co | 7,600 | $339.5K | 0.01% | −4,458−37.0% | Reduced |
| RVW Wealth, LLC | 7,617 | $340.3K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 7,647 | $341.6K | 0.02% | +3,211+72.4% | Added |
| Hunter Associates Investment Management LLC | 7,679 | $342.0K | 0.07% | +1,050+15.8% | Added |
| Centennial Wealth Advisory LLC | 7,678 | $343.0K | 0.18% | −54−0.7% | Reduced |
| Ossiam | 7,700 | $344.0K | 0.01% | +1,678+27.9% | Added |
| First National Bank & Trust Co of Newtown | 7,703 | $344.0K | 0.08% | −533−6.5% | Reduced |
| Sawgrass Asset Management LLC | 7,740 | $345.7K | 0.04% | −1,163−13.1% | Reduced |
| Invesco, LLC | 7,750 | $346.2K | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,805 | $348.6K | 0.07% | +615+8.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,828 | $349.7K | 0.03% | +2,200+39.1% | Added |
| 1st Source Bank | 7,829 | $349.7K | 0.02% | −195−2.4% | Reduced |
| Blue Fin Capital, Inc. | 7,852 | $350.8K | 0.10% | −10.0% | Reduced |
| Credit Agricole S A | 7,869 | $351.5K | 0.01% | +7,869 | New |
| Derbend Asset Management | 7,889 | $352.4K | 0.24% | −940−10.6% | Reduced |
| RFG Advisory, LLC | 7,890 | $352.4K | 0.02% | −15,911−66.9% | Reduced |
| Beech Hill Advisors, Inc. | 7,908 | $353.3K | 0.18% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 7,910 | $353.3K | 0.11% | +7,910 | New |
| Holderness Investments Co | 7,957 | $355.4K | 0.14% | +38+0.5% | Added |
| Park National Corp | 7,972 | $356.1K | 0.02% | −300−3.6% | Reduced |
| Moody National Bank Trust Division | 8,042 | $359.2K | 0.02% | −660−7.6% | Reduced |
| Buckingham Strategic Partners | 8,067 | $360.4K | 0.02% | +2,466+44.0% | Added |
| Camden National Bank | 8,086 | $361.2K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,102 | $361.9K | 0.05% | −311−3.7% | Reduced |
| Colonial Trust Co | 8,114 | $362.4K | 0.09% | −143−1.7% | Reduced |
| Thrive Capital Management, LLC | 8,163 | $364.7K | 0.20% | +512+6.7% | Added |
| NEOS Investment Management LLC | 8,207 | $366.6K | 0.05% | +8,207 | New |
| MidWestOne Financial Group, Inc. | 8,213 | $366.9K | 0.08% | −4,346−34.6% | Reduced |
| Wambolt & Associates, LLC | 8,674 | $367.0K | 0.13% | −971−10.1% | Reduced |
| Whittier Trust Co | 8,221 | $367.1K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,250 | $368.6K | 0.01% | +1,719+26.3% | Added |
| StoneX Group Inc. | 8,255 | $368.7K | 0.04% | +8,255 | New |
| Visionary Wealth Advisors | 8,261 | $369.0K | 0.03% | −88,780−91.5% | Reduced |
| Cobblestone Capital Advisors LLC | 8,263 | $369.1K | 0.03% | −578−6.5% | Reduced |
| Asset Management Resources, LLC | 8,274 | $369.6K | 0.23% | +690+9.1% | Added |
| Centre Asset Management, LLC | 8,281 | $370.0K | 0.09% | −127−1.5% | Reduced |
| West Family Investments, Inc. | 8,286 | $370.1K | 0.13% | +8,286 | New |
| Kingswood Wealth Advisors, LLC | 8,298 | $370.7K | 0.06% | +8,298 | New |
| Montag A & Associates Inc | 8,332 | $372.2K | 0.02% | +40.0% | Added |
| Allworth Financial LP | 8,367 | $373.8K | 0.00% | +354+4.4% | Added |
| Leavell Investment Management, Inc. | 8,428 | $376.0K | 0.03% | −400−4.5% | Reduced |
| Alpha Family Trust | 8,430 | $376.6K | 0.29% | +1,710+25.4% | Added |
| Cedrus LLC | 8,491 | $379.3K | 0.27% | +1,698+25.0% | Added |
| Cullen Capital Management LLC | 8,518 | $380.5K | 0.00% | −427−4.8% | Reduced |
| Gleason Group, Inc. | 8,596 | $384.0K | 0.10% | +117+1.4% | Added |
| Perpetual Ltd | 8,600 | $384.2K | 0.00% | +2,100+32.3% | Added |
| Confluence Wealth Services, Inc. | 8,611 | $384.7K | 0.08% | +364+4.4% | Added |
| Lawson Kroeker Investment Management Inc | 8,655 | $386.6K | 0.09% | −200−2.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,741 | $390.5K | 0.01% | −1,387−13.7% | Reduced |
| Fruth Investment Management | 8,775 | $391.0K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 8,769 | $391.7K | 0.09% | +1,113+14.5% | Added |
| Welch Group, LLC | 8,781 | $392.2K | 0.02% | −1,600−15.4% | Reduced |
| Eagle Ridge Investment Management | 8,789 | $392.6K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,802 | $393.2K | 0.01% | −2,543−22.4% | Reduced |
| Marcum Wealth, LLC | 8,825 | $394.2K | 0.05% | +158+1.8% | Added |
| Hantz Financial Services, Inc. | 8,852 | $395.0K | 0.01% | −1,134−11.4% | Reduced |
| Delta Asset Management LLC | 8,858 | $395.7K | 0.04% | −2,895−24.6% | Reduced |
| TownSquare Capital, LLC | 8,869 | $396.2K | 0.01% | +923+11.6% | Added |
| International Assets Investment Management, LLC | 8,742 | $397.4K | 0.05% | +8,742 | New |
| We Are One Seven, LLC | 8,901 | $397.6K | 0.03% | +111+1.3% | Added |
| Grimes & Company, Inc. | 8,923 | $398.6K | 0.02% | +86+1.0% | Added |
| Cigna Investments Inc | 8,928 | $399.0K | 0.09% | −1,153−11.4% | Reduced |
| Central Bank & Trust Co | 8,949 | $399.7K | 0.07% | +6,862+328.8% | Added |
| Chesapeake Wealth Management | 8,964 | $400.4K | 0.17% | −827−8.4% | Reduced |
| Savant Capital, LLC | 8,964 | $400.4K | 0.01% | +441+5.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $400.8K | 0.20% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,059 | $404.7K | 0.06% | +1,408+18.4% | Added |
| Wedbush Securities Inc | 9,086 | $406.0K | 0.02% | −4,291−32.1% | Reduced |
| Prossimo Advisors, LLC | 9,088 | $406.0K | 0.96% | −46−0.5% | Reduced |
| Catalyst Financial Partners LLC | 9,122 | $407.5K | 0.13% | +180+2.0% | Added |