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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 28,638 | $1.28M | 0.13% | −446−1.5% | Reduced |
| Anchor Investment Management, LLC | 28,687 | $1.28M | 0.17% | −10,807−27.4% | Reduced |
| Squarepoint Ops LLC | 28,732 | $1.28M | 0.01% | −3,303−10.3% | Reduced |
| Canandaigua National Bank & Trust Co | 29,790 | $1.33M | 0.22% | −2,511−7.8% | Reduced |
| SG Americas Securities, LLC | 29,800 | $1.33M | 0.02% | −24,573−45.2% | Reduced |
| Gsa Capital Partners LLP | 29,883 | $1.33M | 0.11% | +16,773+127.9% | Added |
| Bay Rivers Group | 30,228 | $1.35M | 1.04% | −153−0.5% | Reduced |
| Money Concepts Capital Corp | 30,328 | $1.35M | 0.14% | +145+0.5% | Added |
| South Dakota Investment Council | 30,424 | $1.36M | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 30,481 | $1.36M | 0.17% | −500−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 30,523 | $1.36M | 0.05% | −1,870−5.8% | Reduced |
| Umb Bank N A | 30,769 | $1.37M | 0.02% | −5,580−15.4% | Reduced |
| First County Bank | 31,371 | $1.40M | 0.73% | −4,907−13.5% | Reduced |
| Allianz Asset Management GmbH | 31,579 | $1.41M | 0.00% | +8,651+37.7% | Added |
| Vestmark Advisory Solutions, Inc. | 31,713 | $1.42M | 0.10% | −12,113−27.6% | Reduced |
| Man Group plc | – | $1.42M | 0.00% | – | New |
| Quantinno Capital Management LP | 31,967 | $1.43M | 0.07% | +23,887+295.6% | Added |
| Berkshire Bank | 32,265 | $1.44M | 0.41% | −634−1.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 32,582 | $1.46M | 0.06% | −1,516−4.4% | Reduced |
| Apollon Wealth Management, LLC | 32,693 | $1.46M | 0.07% | +1,589+5.1% | Added |
| Sigma Planning Corp | 32,791 | $1.46M | 0.05% | −4,760−12.7% | Reduced |
| Trust Co of Vermont | 33,141 | $1.48M | 0.10% | −25,128−43.1% | Reduced |
| Sandy Spring Bank | 33,228 | $1.48M | 0.08% | −1,164−3.4% | Reduced |
| Pinnacle Associates Ltd | 33,462 | $1.49M | 0.03% | −6,340−15.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 33,847 | $1.51M | 0.12% | +1,195+3.7% | Added |
| First Hawaiian Bank | 33,919 | $1.52M | 0.05% | +2,604+8.3% | Added |
| Norinchukin Bank, The | 34,057 | $1.52M | 0.04% | −48,826−58.9% | Reduced |
| NewEdge Wealth, LLC | 34,257 | $1.53M | 0.05% | +108+0.3% | Added |
| Conning Inc. | 34,307 | $1.53M | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 34,620 | $1.55M | 0.08% | −1,809−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 36,334 | $1.55M | 0.04% | −1,391−3.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,635 | $1.55M | 0.04% | −944−2.7% | Reduced |
| Profund Advisors LLC | 34,708 | $1.55M | 0.09% | −89−0.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,962 | $1.56M | 1.22% | −1,375−3.8% | Reduced |
| Massmutual Trust Co FSB | 35,080 | $1.57M | 0.06% | +2,069+6.3% | Added |
| Integrated Wealth Concepts LLC | 35,279 | $1.58M | 0.03% | +7,756+28.2% | Added |
| Atria Wealth Solutions, Inc. | 35,515 | $1.59M | 0.02% | −2,706−7.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 36,360 | $1.62M | 0.48% | −36,950−50.4% | Reduced |
| Providence Capital Advisors, LLC | 36,772 | $1.64M | 0.43% | +228+0.6% | Added |
| 3Chopt Investment Partners, LLC | 37,114 | $1.66M | 0.98% | −18,521−33.3% | Reduced |
| Stoneridge Investment Partners LLC | 37,163 | $1.66M | 0.78% | −1,763−4.5% | Reduced |
| Park Avenue Securities LLC | 37,321 | $1.67M | 0.03% | +4,740+14.5% | Added |
| Trust Co of Toledo NA | 37,435 | $1.67M | 0.33% | −556−1.5% | Reduced |
| Central Trust Co | 37,808 | $1.69M | 0.05% | −298−0.8% | Reduced |
| Slocum, Gordon & Co LLP | 37,921 | $1.69M | 1.47% | −1,110−2.8% | Reduced |
| Tiaa Trust, National Association | 37,968 | $1.70M | 0.01% | +37,968 | New |
| Stratos Wealth Partners, LTD. | 38,032 | $1.70M | 0.04% | −26,017−40.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 38,111 | $1.70M | 0.50% | −639−1.6% | Reduced |
| Raleigh Capital Management Inc. | 38,142 | $1.70M | 0.87% | +3,471+10.0% | Added |
| First Bank & Trust | 38,257 | $1.71M | 0.45% | +13,849+56.7% | Added |
| Raymond James Trust N.A. | 38,390 | $1.71M | 0.05% | +433+1.1% | Added |
| Courier Capital LLC | 38,485 | $1.72M | 0.14% | −574−1.5% | Reduced |
| Vectors Research Management, LLC | 44,456 | $1.72M | 0.56% | +622+1.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 38,596 | $1.72M | 0.37% | −2,386−5.8% | Reduced |
| Leelyn Smith, LLC | 38,630 | $1.73M | 0.42% | +5,448+16.4% | Added |
| Advisory Services Network, LLC | 38,661 | $1.73M | 0.05% | +20,978+118.6% | Added |
| Financial Security Advisor, Inc. | 38,829 | $1.73M | 0.80% | +38,829 | New |
| Blair William & Co | 39,133 | $1.75M | 0.01% | −12,531−24.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 39,162 | $1.75M | 0.23% | −9,702−19.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 39,181 | $1.75M | 0.04% | −3,417−8.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 42,674 | $1.78M | 0.24% | −461−1.1% | Reduced |
| Ally Financial Inc. | 40,000 | $1.79M | 0.26% | 00.0% | Unchanged |
| GTS Securities LLC | 40,052 | $1.79M | 0.04% | +18,954+89.8% | Added |
| Fulton Bank, N.A. | 40,413 | $1.81M | 0.09% | +1,330+3.4% | Added |
| Nordea Investment Management AB | 40,619 | $1.81M | 0.00% | −4,205−9.4% | Reduced |
| Beacon Pointe Advisors, LLC | 40,524 | $1.81M | 0.02% | +168+0.4% | Added |
| Exchange Capital Management, Inc. | 40,588 | $1.81M | 0.34% | −844−2.0% | Reduced |
| Ascent Group, LLC | 40,546 | $1.82M | 0.20% | −2,463−5.7% | Reduced |
| Redwood Investment Management, LLC | 40,874 | $1.83M | 0.16% | +4,151+11.3% | Added |
| Teza Capital Management LLC | 40,925 | $1.83M | 0.30% | +40,925 | New |
| Argent Trust Co | 41,454 | $1.85M | 0.10% | −3,238−7.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 41,611 | $1.86M | 0.21% | −2,380−5.4% | Reduced |
| Mutual Advisors, LLC | 42,058 | $1.88M | 0.07% | +18,251+76.7% | Added |
| First National Trust Co | 42,530 | $1.90M | 0.09% | −22,691−34.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $1.90M | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42,768 | $1.91M | 0.29% | −6,704−13.6% | Reduced |
| Manhattan West Asset Management, LLC | 48,385 | $1.91M | 0.59% | +10,172+26.6% | Added |
| Cetera Advisors LLC | 42,949 | $1.92M | 0.03% | −1,996−4.4% | Reduced |
| New Mexico Educational Retirement Board | 43,473 | $1.94M | 0.08% | +3,000+7.4% | Added |
| Rockefeller Capital Management L.P. | 43,842 | $1.96M | 0.01% | −8,208−15.8% | Reduced |
| BTC Capital Management, Inc. | 44,517 | $1.99M | 0.23% | +3,497+8.5% | Added |
| D.A. Davidson & Co. | 44,570 | $1.99M | 0.02% | −7,362−14.2% | Reduced |
| Redmond Asset Management, LLC | 44,966 | $2.01M | 0.72% | +6,668+17.4% | Added |
| Hartford Financial Management Inc. | 44,966 | $2.01M | 0.51% | −1,055−2.3% | Reduced |
| CIBC World Markets Corp | 46,185 | $2.06M | 0.02% | −51,791−52.9% | Reduced |
| Retireful, LLC | 46,283 | $2.07M | 0.99% | +46,283 | New |
| NovaPoint Capital, LLC | 46,298 | $2.07M | 0.82% | +3,149+7.3% | Added |
| Mercer Global Advisors Inc | 46,789 | $2.09M | 0.01% | −916−1.9% | Reduced |
| Alpha Omega Wealth Management LLC | 47,131 | $2.11M | 0.36% | −449−0.9% | Reduced |
| Bill Few Associates, Inc. | 47,793 | $2.13M | 1.12% | +3,281+7.4% | Added |
| Stephens Inc | 47,994 | $2.14M | 0.04% | −1,292−2.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,158 | $2.15M | 0.25% | −1,986−4.0% | Reduced |
| Everett Harris & Co | 48,834 | $2.18M | 0.03% | −2,295−4.5% | Reduced |
| National Asset Management, Inc. | 49,085 | $2.19M | 0.06% | +4,208+9.4% | Added |
| Oppenheimer Asset Management Inc. | 49,680 | $2.22M | 0.03% | +45,341+1,045.0% | Added |
| Metis Global Partners, LLC | 49,862 | $2.23M | 0.11% | +6,293+14.4% | Added |
| Capital Investment Advisory Services, LLC | 50,160 | $2.24M | 0.22% | +20,188+67.4% | Added |
| JustInvest LLC | 50,672 | $2.26M | 0.07% | +607+1.2% | Added |
| Greenland Capital Management LP | 51,400 | $2.30M | 0.27% | −203,874−79.9% | Reduced |
| Independent Advisor Alliance | 51,774 | $2.31M | 0.10% | +1,190+2.4% | Added |