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 |
|---|---|---|---|---|---|
| Penn Mutual Asset Management, LLC | 12,426 | $555.1K | 0.52% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,449 | $556.1K | 0.02% | +540+4.5% | Added |
| Meridian Financial Partners LLC | 13,849 | $563.0K | 0.58% | −269−1.9% | Reduced |
| Citizens National Bank Trust Department | 12,733 | $568.8K | 0.16% | −4,145−24.6% | Reduced |
| Stonegate Investment Group, LLC | 12,838 | $573.5K | 0.02% | −8,933−41.0% | Reduced |
| Aviva PLC | 12,856 | $574.3K | 0.00% | +400+3.2% | Added |
| Meyer Handelman Co | 12,965 | $579.1K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,144 | $587.1K | 0.03% | −3,739−22.1% | Reduced |
| Bessemer Group Inc | 13,162 | $588.0K | 0.00% | +2,434+22.7% | Added |
| Whittier Trust Co of Nevada Inc | 13,375 | $597.3K | 0.02% | −160−1.2% | Reduced |
| Wexford Capital LP | 13,500 | $603.0K | 0.14% | +9,000+200.0% | Added |
| J.W. Cole Advisors, Inc. | 13,521 | $604.0K | 0.04% | −1,347−9.1% | Reduced |
| Pathway Financial Advisers, LLC | 13,563 | $605.8K | 0.25% | +13,563 | New |
| Canal Capital Management, LLC | 13,563 | $605.9K | 0.12% | +1,625+13.6% | Added |
| Oak Hill Wealth Advisors, LLC | 13,591 | $607.1K | 0.23% | −886−6.1% | Reduced |
| Mork Capital Management, LLC | 13,640 | $609.3K | 0.48% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 13,676 | $610.9K | 0.09% | +122+0.9% | Added |
| Csenge Advisory Group | 13,714 | $612.6K | 0.04% | +976+7.7% | Added |
| Coldstream Capital Management Inc | 13,737 | $613.6K | 0.02% | +3,141+29.6% | Added |
| Carnegie Capital Asset Management, LLC | 13,944 | $622.9K | 0.02% | +352+2.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,963 | $623.7K | 0.27% | −1,169−7.7% | Reduced |
| CNB Bank | 14,035 | $626.9K | 0.37% | −686−4.7% | Reduced |
| NTV Asset Management LLC | 14,096 | $629.7K | 0.11% | −1,087−7.2% | Reduced |
| Ingalls & Snyder LLC | 14,183 | $634.0K | 0.03% | +500+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 14,201 | $634.4K | 0.01% | −6,223−30.5% | Reduced |
| MAI Capital Management | 14,234 | $635.8K | 0.01% | −289−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 14,286 | $638.2K | 0.04% | −2,531−15.1% | Reduced |
| Hilltop Holdings Inc. | 14,291 | $638.4K | 0.08% | +2,533+21.5% | Added |
| Robeco Institutional Asset Management B.V. | 14,390 | $642.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 14,404 | $643.4K | 0.19% | −336−2.3% | Reduced |
| Marco Investment Management LLC | 14,408 | $643.6K | 0.07% | −6,525−31.2% | Reduced |
| TCI Wealth Advisors, Inc. | 14,418 | $644.1K | 0.08% | +645+4.7% | Added |
| Sumitomo Life Insurance Co | 14,419 | $644.1K | 0.02% | −455−3.1% | Reduced |
| Donaldson Capital Management, LLC | 14,574 | $651.0K | 0.03% | +1,744+13.6% | Added |
| First United Bank Trust | 14,615 | $652.6K | 0.30% | −1,663−10.2% | Reduced |
| Caldwell Trust Co | 14,615 | $652.9K | 0.09% | −2,417−14.2% | Reduced |
| Haverford Trust Co | 14,701 | $656.7K | 0.01% | −500−3.3% | Reduced |
| Adams Wealth Management | 14,714 | $657.3K | 0.22% | +2,721+22.7% | Added |
| My Legacy Advisors, LLC | 16,177 | $657.4K | 0.27% | +1,367+9.2% | Added |
| TCTC Holdings, LLC | 14,779 | $660.2K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 14,839 | $662.9K | 0.08% | −4,340−22.6% | Reduced |
| Outfitter Financial LLC | 14,845 | $663.1K | 0.62% | −7,700−34.2% | Reduced |
| Wealthspire Advisors, LLC | 14,862 | $663.9K | 0.01% | +906+6.5% | Added |
| Glenview Trust Co | 14,977 | $669.0K | 0.02% | −5,815−28.0% | Reduced |
| Vise Technologies, Inc. | 14,978 | $669.1K | 0.16% | +6,460+75.8% | Added |
| Procyon Private Wealth Partners, LLC | 15,037 | $671.7K | 0.07% | −2,132−12.4% | Reduced |
| Waterfront Wealth Inc. | 17,012 | $671.8K | 0.22% | +548+3.3% | Added |
| Harbour Investments, Inc. | 15,199 | $678.9K | 0.03% | +7,034+86.1% | Added |
| Jacobi Capital Management LLC | 15,289 | $683.0K | 0.08% | −855−5.3% | Reduced |
| Boston Financial Mangement LLC | 15,348 | $685.6K | 0.03% | +1,767+13.0% | Added |
| Terry L. Blaker | 15,363 | $686.1K | 0.06% | −1,203−7.3% | Reduced |
| Peoples Bank | 15,369 | $686.4K | 0.59% | +15,369 | New |
| HB Wealth Management, LLC | 15,368 | $686.5K | 0.01% | +1,533+11.1% | Added |
| Brown Brothers Harriman & Co | 15,387 | $687.3K | 0.01% | −3,551−18.8% | Reduced |
| Hall Capital Management Co Inc | 15,532 | $693.8K | 0.44% | −2,588−14.3% | Reduced |
| Shelton Capital Management | 15,632 | $698.3K | 0.03% | 00.0% | Unchanged |
| RNC Capital Management LLC | 15,633 | $698.3K | 0.04% | −1,976−11.2% | Reduced |
| Sky Investment Group LLC | 15,697 | $701.2K | 0.16% | −12,769−44.9% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $701.3K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Group | 15,750 | $703.6K | 0.10% | −695−4.2% | Reduced |
| Hendershot Investments Inc. | 15,769 | $704.4K | 0.12% | −339−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 15,816 | $706.5K | 0.03% | −1,399−8.1% | Reduced |
| Snowden Capital Advisors LLC | 15,846 | $707.9K | 0.03% | −1,124−6.6% | Reduced |
| Founders Financial Alliance, LLC | 15,942 | $712.1K | 0.31% | −564−3.4% | Reduced |
| Armor Investment Advisors, LLC | 15,944 | $712.2K | 0.42% | −914−5.4% | Reduced |
| D.B. Root & Company, LLC | 15,950 | $712.5K | 0.28% | −291−1.8% | Reduced |
| St Germain D J Co Inc | 16,193 | $723.3K | 0.04% | −1,840−10.2% | Reduced |
| Econ Financial Services Corp | 16,200 | $723.7K | 0.53% | −21,982−57.6% | Reduced |
| Sovereign Financial Group, Inc. | 16,238 | $725.4K | 0.26% | −283−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,313 | $728.7K | 0.09% | +12+0.1% | Added |
| Heritage Wealth Advisors | 16,372 | $731.3K | 0.04% | −5,360−24.7% | Reduced |
| Fort Washington Investment Advisors Inc | 16,383 | $731.8K | 0.01% | −5,600−25.5% | Reduced |
| Greenleaf Trust | 16,435 | $734.2K | 0.01% | +2,479+17.8% | Added |
| Spirit of America Management Corp | 16,600 | $741.5K | 0.17% | −15,792−48.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,615 | $742.2K | 0.60% | −2,332−12.3% | Reduced |
| Park Place Capital Corp | 16,624 | $742.6K | 0.22% | +1,841+12.5% | Added |
| ORG Partners LLC | 16,718 | $746.8K | 0.22% | −201−1.2% | Reduced |
| Verus Financial Partners, Inc. | 17,893 | $749.4K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 16,791 | $750.1K | 0.02% | +5,078+43.4% | Added |
| Acorn Financial Advisory Services Inc | 16,973 | $751.9K | 0.13% | −3,159−15.7% | Reduced |
| First Horizon Advisors, Inc. | 17,016 | $760.1K | 0.03% | +126+0.7% | Added |
| Bleakley Financial Group, LLC | 17,085 | $763.2K | 0.03% | −353−2.0% | Reduced |
| Sawtooth Solutions, LLC | 17,085 | $763.2K | 0.02% | −348−2.0% | Reduced |
| Violich Capital Management, Inc. | 17,096 | $764.0K | 0.13% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 17,124 | $764.9K | 0.02% | −2,715−13.7% | Reduced |
| PBMares Wealth Management LLC | 17,144 | $765.8K | 0.28% | −30−0.2% | Reduced |
| Mainstay Capital Management LLC | 17,275 | $771.7K | 0.16% | +3,355+24.1% | Added |
| United Capital Financial Advisers, LLC | 17,299 | $772.8K | 0.01% | −6,613−27.7% | Reduced |
| Miracle Mile Advisors, LLC | 17,338 | $774.5K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 17,340 | $774.6K | 0.05% | +543+3.2% | Added |
| Los Angeles Capital Management LLC | 17,435 | $778.8K | 0.00% | +12,820+277.8% | Added |
| GoalVest Advisory LLC | 17,877 | $798.6K | 0.40% | −1,270−6.6% | Reduced |
| Strategic Equity Management | 18,017 | $804.8K | 0.30% | −851−4.5% | Reduced |
| Intrua Financial, LLC | 18,255 | $815.5K | 0.15% | −408−2.2% | Reduced |
| Veriti Management LLC | 18,315 | $818.1K | 0.09% | +3,675+25.1% | Added |
| Chickasaw Capital Management LLC | 18,446 | $824.0K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 18,463 | $824.7K | 0.42% | −80−0.4% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $835.3K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 18,708 | $835.7K | 0.04% | +600+3.3% | Added |
| Woodstock Corp | 18,774 | $838.6K | 0.11% | −550−2.8% | Reduced |