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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 9,154 | $408.9K | 0.02% | −24−0.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,377 | $410.0K | 0.22% | −117,755−92.6% | Reduced |
| Private Wealth Partners, LLC | 9,200 | $411.0K | 0.04% | +500+5.7% | Added |
| Clarius Group, LLC | 9,230 | $412.3K | 0.04% | +2,217+31.6% | Added |
| Oak Harbor Wealth Partners, LLC | 9,257 | $413.5K | 0.15% | −700−7.0% | Reduced |
| First Foundation Advisors | 9,265 | $413.9K | 0.02% | −27−0.3% | Reduced |
| Vident Advisory, LLC | 9,290 | $415.0K | 0.01% | +9,290 | New |
| VeraBank, N.A. | 9,295 | $415.2K | 0.16% | 00.0% | Unchanged |
| Bank of Hawaii | 9,300 | $415.4K | 0.02% | −233−2.4% | Reduced |
| Shell Asset Management Co | 9,340 | $417.0K | 0.02% | −175−1.8% | Reduced |
| BLB&B Advisors, LLC | 9,340 | $417.2K | 0.03% | −60−0.6% | Reduced |
| Advisor Partners II, LLC | 9,369 | $418.5K | 0.02% | +3,337+55.3% | Added |
| Centurion Wealth Management LLC | 9,388 | $419.4K | 0.21% | −218−2.3% | Reduced |
| Salvus Wealth Management, LLC | 9,401 | $419.9K | 0.33% | +94+1.0% | Added |
| Kidder Stephen W | 9,439 | $421.6K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 9,521 | $425.3K | 0.03% | +1,173+14.1% | Added |
| Keudell/Morrison Wealth Management | 9,551 | $426.6K | 0.13% | −1,183−11.0% | Reduced |
| Armstrong Advisory Group, Inc | 9,557 | $426.9K | 0.05% | +20.0% | Added |
| Nations Financial Group Inc, | 9,586 | $428.2K | 0.04% | −1,162−10.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,647 | $430.9K | 0.06% | −1,418−12.8% | Reduced |
| Platform Technology Partners | 9,648 | $431.0K | 0.20% | +1,109+13.0% | Added |
| Smithfield Trust Co | 9,612 | $431.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,657 | $431.4K | 0.02% | −401−4.0% | Reduced |
| ICW Investment Advisors LLC | 9,670 | $431.9K | 0.23% | −841−8.0% | Reduced |
| Phoenix Wealth Advisors | 9,707 | $433.6K | 0.25% | +80+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,762 | $436.1K | 0.03% | −5,397−35.6% | Reduced |
| Crestwood Advisors Group LLC | 9,772 | $436.5K | 0.01% | +9,772 | New |
| Tradewinds, LLC. | 9,778 | $436.8K | 0.26% | 00.0% | Unchanged |
| Renaissance Group LLC | 9,809 | $438.2K | 0.02% | −34−0.3% | Reduced |
| CAPROCK Group, Inc. | 9,814 | $438.4K | 0.03% | −533−5.2% | Reduced |
| IHT Wealth Management, LLC | 9,830 | $439.1K | 0.02% | −2,540−20.5% | Reduced |
| Rowland & Co Investment Counsel | 9,830 | $439.1K | 0.11% | +30.0% | Added |
| Commonwealth Retirement Investments LLC | 9,893 | $441.9K | 0.26% | +260+2.7% | Added |
| Meeder Advisory Services, Inc. | 9,912 | $442.8K | 0.06% | −3,009−23.3% | Reduced |
| Financial Advocates Investment Management | 9,966 | $445.2K | 0.03% | +668+7.2% | Added |
| KCM Investment Advisors LLC | 9,979 | $445.7K | 0.02% | −7,787−43.8% | Reduced |
| Continuum Advisory, LLC | 10,050 | $448.9K | 0.07% | +354+3.7% | Added |
| Lido Advisors, LLC | 10,098 | $451.1K | 0.01% | +5,250+108.3% | Added |
| Lincoln National Corp | 10,158 | $453.8K | 0.01% | +476+4.9% | Added |
| Imprint Wealth LLC | 10,159 | $453.8K | 0.38% | +461+4.8% | Added |
| Infrastructure Capital Advisors, LLC | 9,592 | $456.0K | 0.09% | +1,330+16.1% | Added |
| Longfellow Investment Management Co LLC | 10,226 | $456.8K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,827 | $457.0K | 0.01% | +883+11.1% | Added |
| Stony Point Wealth Management Inc. | 10,857 | $458.0K | 0.24% | −575−5.0% | Reduced |
| Madison Wealth Management | 10,255 | $458.1K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,297 | $459.0K | 0.05% | +10,297 | New |
| SPC Financial, Inc. | 10,278 | $459.1K | 0.05% | +949+10.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,336 | $461.7K | 0.02% | −11,190−52.0% | Reduced |
| Old Port Advisors | 10,361 | $462.8K | 0.17% | +10,361 | New |
| Alan B. Lancz & Associates, Inc. | 10,413 | $465.1K | 0.53% | −802−7.2% | Reduced |
| Chemung Canal Trust Co | 10,439 | $466.3K | 0.11% | −75−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 10,444 | $466.5K | 0.03% | +106+1.0% | Added |
| Sequoia Financial Advisors, LLC | 10,452 | $466.9K | 0.01% | +1,219+13.2% | Added |
| Wetherby Asset Management Inc | 10,470 | $467.7K | 0.03% | −409−3.8% | Reduced |
| Wrapmanager Inc | 10,484 | $468.3K | 0.15% | −194−1.8% | Reduced |
| Headinvest, LLC | 11,104 | $469.8K | 0.10% | −950−7.9% | Reduced |
| FineMark National Bank & Trust | 10,527 | $470.2K | 0.02% | −225−2.1% | Reduced |
| Key Financial Inc | 10,580 | $472.6K | 0.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 10,696 | $477.8K | 0.05% | 00.0% | Unchanged |
| TFG Advisers LLC | 10,701 | $478.0K | 0.22% | −2,327−17.9% | Reduced |
| Evercore Wealth Management, LLC | 10,728 | $479.2K | 0.01% | −3,228−23.1% | Reduced |
| Meridian Wealth Management, LLC | 10,736 | $479.6K | 0.03% | −112−1.0% | Reduced |
| Heritage Investors Management Corp | 10,777 | $481.0K | 0.02% | +74+0.7% | Added |
| Balentine LLC | 10,781 | $481.6K | 0.02% | +10,781 | New |
| Tranquility Partners, LLC | 10,803 | $482.6K | 0.21% | +118+1.1% | Added |
| Patten & Patten Inc | 10,971 | $490.1K | 0.04% | −1,266−10.3% | Reduced |
| Lion Street Advisors, LLC | 11,113 | $496.3K | 0.16% | +11,113 | New |
| Keystone Financial Group | 11,112 | $496.4K | 0.08% | +1,465+15.2% | Added |
| Signaturefd, LLC | 11,232 | $501.7K | 0.01% | +2,408+27.3% | Added |
| Elmwood Wealth Management, Inc. | 11,238 | $502.0K | 0.24% | +1,161+11.5% | Added |
| Campbell Wealth Management | 11,256 | $503.0K | 0.06% | +90+0.8% | Added |
| Graham Capital Wealth Management, LLC | 9,787 | $506.8K | 1.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 11,388 | $508.7K | 0.08% | −40−0.4% | Reduced |
| Modera Wealth Management, LLC | 11,392 | $508.9K | 0.01% | −10,132−47.1% | Reduced |
| Level Four Advisory Services, LLC | 11,394 | $508.9K | 0.03% | −7,287−39.0% | Reduced |
| Beacon Financial Advisory LLC | 11,419 | $510.1K | 0.28% | +325+2.9% | Added |
| Good Life Advisors, LLC | 11,455 | $511.7K | 0.06% | −39−0.3% | Reduced |
| United Bank | 11,466 | $512.2K | 0.07% | −2,635−18.7% | Reduced |
| Cornerstone Advisory, LLC | 11,536 | $515.3K | 0.09% | −1,165−9.2% | Reduced |
| River Wealth Advisors LLC | 11,640 | $520.0K | 0.09% | −2,443−17.3% | Reduced |
| Insigneo Advisory Services, LLC | 11,742 | $524.5K | 0.11% | +840+7.7% | Added |
| Burney Co | 11,745 | $524.6K | 0.02% | +1,505+14.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,744 | $525.0K | 0.02% | −3,619−23.6% | Reduced |
| Chesley Taft & Associates LLC | 11,874 | $530.4K | 0.03% | +200+1.7% | Added |
| SS&H Financial Advisors, Inc. | 11,893 | $531.0K | 0.25% | +11,893 | New |
| Triangle Securities Wealth Management | 11,903 | $531.7K | 0.19% | −204−1.7% | Reduced |
| Ti-Trust, Inc | 11,929 | $532.9K | 0.51% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,937 | $533.2K | 0.02% | −2,788−18.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,969 | $534.7K | 0.08% | +1,086+10.0% | Added |
| Capital Asset Advisory Services LLC | 12,488 | $536.5K | 0.04% | +298+2.4% | Added |
| SageView Advisory Group, LLC | 12,026 | $537.2K | 0.03% | −3,398−22.0% | Reduced |
| Schmidt P J Investment Management Inc | 13,358 | $542.9K | 0.12% | −2,060−13.4% | Reduced |
| Lindbrook Capital, LLC | 12,163 | $543.3K | 0.06% | +1,325+12.2% | Added |
| Equitable Holdings, Inc. | 12,166 | $543.5K | 0.01% | −333−2.7% | Reduced |
| Plimoth Trust Co LLC | 12,215 | $545.6K | 0.17% | +65+0.5% | Added |
| HBW Advisory Services LLC | 12,291 | $549.0K | 0.11% | −336−2.7% | Reduced |
| Excalibur Management Corp | 12,295 | $549.2K | 0.29% | +1,931+18.6% | Added |
| BCGM Wealth Management, LLC | 12,314 | $550.1K | 0.25% | +2,746+28.7% | Added |
| Merit Financial Group, LLC | 12,321 | $550.4K | 0.02% | −880−6.7% | Reduced |
| KC Investment Advisors, LLC | 12,357 | $552.0K | 0.36% | +599+5.1% | Added |