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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 18,791 | $839.0K | 0.07% | −1,995−9.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 18,816 | $840.5K | 0.07% | −8,634−31.5% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $843.5K | 0.24% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 18,894 | $844.0K | 0.63% | +1,554+9.0% | Added |
| Beck Mack & Oliver LLC | 18,965 | $847.2K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 19,000 | $849.0K | 0.00% | +19,000 | New |
| Grove Bank & Trust | 19,011 | $849.2K | 0.17% | +3,120+19.6% | Added |
| Paradigm Financial Partners, LLC | 20,009 | $849.8K | 0.23% | +2,600+14.9% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,031 | $850.1K | 0.78% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 19,095 | $853.0K | 0.34% | −150−0.8% | Reduced |
| Ieq Capital, LLC | 19,111 | $853.7K | 0.02% | −92−0.5% | Reduced |
| NBT Bank N A | 19,168 | $856.2K | 0.08% | −1,517−7.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,192 | $857.3K | 0.11% | +19,192 | New |
| Waters Parkerson & Co., LLC | 19,426 | $868.0K | 0.05% | −100−0.5% | Reduced |
| Bull Street Advisors, LLC | 19,641 | $877.0K | 0.46% | +545+2.9% | Added |
| Buttonwood Financial Advisors Inc. | 19,651 | $877.8K | 0.56% | +1,249+6.8% | Added |
| Gotham Asset Management, LLC | 19,691 | $879.6K | 0.02% | −28,009−58.7% | Reduced |
| CSM Advisors, LLC | 19,699 | $880.0K | 0.08% | 00.0% | Unchanged |
| MWA Asset Management | 19,868 | $887.5K | 0.86% | +19,868 | New |
| Capital Investment Counsel, Inc | 19,933 | $890.4K | 0.18% | +4,400+28.3% | Added |
| Eagle Harbor Asset Management Inc | 20,231 | $903.7K | 1.19% | +4,547+29.0% | Added |
| Cullen/Frost Bankers, Inc. | 20,271 | $905.5K | 0.02% | +59+0.3% | Added |
| Verition Fund Management LLC | 20,274 | $905.6K | 0.01% | −7,684−27.5% | Reduced |
| Global Retirement Partners, LLC | 21,590 | $906.1K | 0.05% | −1,267−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $909.3K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 20,376 | $910.2K | 0.07% | +20,376 | New |
| Linscomb & Williams, Inc. | 20,392 | $910.9K | 0.05% | −88,594−81.3% | Reduced |
| HM Payson & Co | 20,505 | $916.0K | 0.02% | −1,808−8.1% | Reduced |
| Peoples Financial Services Corp. | 20,530 | $916.9K | 0.43% | −747−3.5% | Reduced |
| Bard Financial Services, Inc. | 20,600 | $920.2K | 0.11% | −450−2.1% | Reduced |
| Horan Capital Advisors, LLC. | 20,681 | $923.8K | 0.37% | −460−2.2% | Reduced |
| GYL Financial Synergies, LLC | 20,717 | $925.4K | 0.09% | −1,104−5.1% | Reduced |
| Exencial Wealth Advisors, LLC | 20,895 | $933.4K | 0.05% | −3,817−15.4% | Reduced |
| Alberta Investment Management Corp | 20,900 | $933.6K | 0.01% | −67,253−76.3% | Reduced |
| Proequities, Inc. | 20,994 | $937.8K | 0.07% | +2,002+10.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,150 | $944.8K | 0.04% | +9,225+77.4% | Added |
| Dover Advisors, LLC | 21,175 | $945.9K | 0.96% | −1,066−4.8% | Reduced |
| Patten Group, Inc. | 21,203 | $947.1K | 0.28% | −420−1.9% | Reduced |
| Spire Wealth Management | 21,262 | $949.8K | 0.04% | −2,669−11.2% | Reduced |
| Wealth Alliance | 21,281 | $950.6K | 0.15% | +3,737+21.3% | Added |
| Integrated Advisors Network LLC | 21,396 | $955.8K | 0.06% | −56−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,398 | $955.8K | 0.01% | +482+2.3% | Added |
| Radnor Capital Management, LLC | 21,502 | $960.0K | 0.19% | −1,726−7.4% | Reduced |
| Valeo Financial Advisors, LLC | 21,581 | $964.0K | 0.04% | +5,764+36.4% | Added |
| Wealth Quarterback LLC | 21,659 | $967.5K | 0.84% | +305+1.4% | Added |
| Assetmark, Inc | 21,693 | $969.0K | 0.00% | +3,729+20.8% | Added |
| FIL Ltd | 21,725 | $970.5K | 0.00% | +21,725 | New |
| Hayek Kallen Investment Management | 21,738 | $971.0K | 0.43% | −2,107−8.8% | Reduced |
| Lee Danner & Bass Inc | 21,877 | $977.0K | 0.09% | −1,015−4.4% | Reduced |
| Engineers Gate Manager LP | 21,977 | $981.7K | 0.04% | +21,977 | New |
| Cullinan Associates Inc | 22,078 | $986.2K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 22,119 | $988.1K | 0.12% | −431−1.9% | Reduced |
| Quadrature Capital Ltd | 22,167 | $990.2K | 0.02% | +22,167 | New |
| Strategic Investment Solutions, Inc. | 20,006 | $993.9K | 0.01% | +19,703+6,502.6% | Added |
| Banque Cantonale Vaudoise | 22,416 | $1.00M | 0.05% | −11,873−34.6% | Reduced |
| Archford Capital Strategies, LLC | 22,590 | $1.01M | 0.20% | +5,299+30.6% | Added |
| Marks Group Wealth Management, Inc | 22,691 | $1.01M | 0.13% | −1,415−5.9% | Reduced |
| Culbertson A N & Co Inc | 23,335 | $1.04M | 0.21% | +200+0.9% | Added |
| United Services Automobile Association | 23,576 | $1.05M | 0.03% | +3,346+16.5% | Added |
| Bokf, NA | 26,308 | $1.06M | 0.02% | +4,467+20.5% | Added |
| Community Bank, N.A. | 24,032 | $1.07M | 0.15% | −15,429−39.1% | Reduced |
| Rothschild Investment Corp | 24,170 | $1.08M | 0.09% | −100.0% | Reduced |
| Atlantic Union Bankshares Corp | 24,328 | $1.09M | 0.11% | −3,729−13.3% | Reduced |
| Prudential PLC | 24,481 | $1.09M | 0.01% | −4,222−14.7% | Reduced |
| Axxcess Wealth Management, LLC | 24,521 | $1.10M | 0.04% | +13,048+113.7% | Added |
| Ridgewood Investments LLC | 24,691 | $1.10M | 0.72% | +2,915+13.4% | Added |
| Fifth Third Wealth Advisors LLC | 24,857 | $1.11M | 0.45% | +24,857 | New |
| Moors & Cabot, Inc. | 24,970 | $1.12M | 0.08% | −1,064−4.1% | Reduced |
| Kingsview Wealth Management, LLC | 24,973 | $1.12M | 0.04% | +699+2.9% | Added |
| Pensionfund Sabic | 25,000 | $1.12M | 0.39% | +2,000+8.7% | Added |
| Stock Yards Bank & Trust Co | 25,039 | $1.12M | 0.04% | −3,345−11.8% | Reduced |
| Kestra Private Wealth Services, LLC | 25,119 | $1.12M | 0.04% | −131−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,180 | $1.13M | 0.02% | +524+2.1% | Added |
| Ategra Capital Management, LLC | 25,550 | $1.14M | 0.62% | +2,940+13.0% | Added |
| Jarislowsky, Fraser Ltd | 25,568 | $1.14M | 0.01% | −4,436−14.8% | Reduced |
| All Terrain Financial Advisors, LLC | 25,578 | $1.14M | 0.58% | +2,454+10.6% | Added |
| Simmons Bank | 25,663 | $1.15M | 0.10% | +508+2.0% | Added |
| Moloney Securities Asset Management, LLC | 25,739 | $1.15M | 0.21% | −317−1.2% | Reduced |
| Schnieders Capital Management LLC | 25,783 | $1.15M | 0.26% | −13,527−34.4% | Reduced |
| Colonial River Wealth Management, LLC | 25,865 | $1.16M | 0.75% | −12,376−32.4% | Reduced |
| First Citizens Bank & Trust Co | 25,883 | $1.16M | 0.02% | −5,337−17.1% | Reduced |
| South State Corp. | 25,946 | $1.16M | 0.11% | −3,057−10.5% | Reduced |
| Tredje AP-fonden | 25,954 | $1.16M | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 26,015 | $1.16M | 0.13% | +3,550+15.8% | Added |
| City Holding Co | 26,144 | $1.17M | 0.21% | −6,577−20.1% | Reduced |
| Secure Asset Management, LLC | 26,191 | $1.17M | 0.35% | −4,614−15.0% | Reduced |
| Altman Advisors, Inc. | 26,199 | $1.17M | 0.73% | +26,199 | New |
| Chiron Capital Management, LLC | 26,298 | $1.17M | 1.01% | +6,070+30.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,412 | $1.18M | 0.03% | +44+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 26,539 | $1.19M | 0.08% | −2,231−7.8% | Reduced |
| Pinnacle Financial Partners Inc | 26,617 | $1.19M | 0.03% | −933−3.4% | Reduced |
| Asset Dedication, LLC | 26,454 | $1.19M | 0.10% | +1,384+5.5% | Added |
| Argent Advisors, Inc. | 26,807 | $1.20M | 0.55% | +7,577+39.4% | Added |
| Siemens Fonds Invest GmbH | 27,936 | $1.25M | 0.13% | −8,427−23.2% | Reduced |
| Johnson Investment Counsel Inc | 28,322 | $1.27M | 0.02% | −206−0.7% | Reduced |
| Toroso Investments, LLC | 28,411 | $1.27M | 0.04% | +5,775+25.5% | Added |
| Illinois Municipal Retirement Fund | 28,451 | $1.27M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 28,615 | $1.28M | 0.10% | −1,393−4.6% | Reduced |
| Slow Capital, Inc. | 28,631 | $1.28M | 0.23% | +658+2.4% | Added |
| Empirical Finance, LLC | 28,633 | $1.28M | 0.09% | +2,881+11.2% | Added |