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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 5,347 | $238.9K | 0.03% | −147−2.7% | Reduced |
| Dividend Assets Capital, LLC | 5,326 | $238.0K | 0.05% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 5,367 | $236.9K | 0.02% | −9,039−62.7% | Reduced |
| North Star Investment Management Corp. | 5,303 | $236.9K | 0.02% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 5,266 | $235.3K | 0.37% | 00.0% | Unchanged |
| CX Institutional | 5,257 | $234.8K | 0.01% | −7−0.1% | Reduced |
| Kinloch Capital, LLC | 5,252 | $234.6K | 0.15% | +571+12.2% | Added |
| Capital Analysts, LLC | 5,246 | $234.0K | 0.01% | +737+16.3% | Added |
| Vantage Consulting Group Inc | 5,225 | $233.4K | 0.16% | +619+13.4% | Added |
| Syntax Advisors, LLC | 5,225 | $233.4K | 0.21% | +619+13.4% | Added |
| Kingfisher Capital LLC | 5,219 | $233.0K | 0.06% | −61−1.2% | Reduced |
| Register Financial Advisors LLC | 5,211 | $232.8K | 0.17% | +3,040+140.0% | Added |
| Prosperity Consulting Group, LLC | 5,168 | $230.9K | 0.11% | +5,168 | New |
| Sound View Wealth Advisors Group, LLC | 5,144 | $229.8K | 0.03% | +88+1.7% | Added |
| Aull & Monroe Investment Management Corp | 5,143 | $229.7K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,756 | $227.5K | 0.01% | −689−10.7% | Reduced |
| CIC Wealth, LLC | 5,069 | $226.4K | 0.08% | −175−3.3% | Reduced |
| Luts & Greenleigh Group, Inc | 5,050 | $225.6K | 0.28% | −300−5.6% | Reduced |
| Jones Financial Companies LLLP | 5,045 | $225.4K | 0.00% | −2,222−30.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,045 | $225.4K | 0.02% | −4,612−47.8% | Reduced |
| Strategic Advocates LLC | 5,042 | $225.2K | 0.11% | +5,042 | New |
| CJM Wealth Advisers, Ltd. | 5,029 | $224.6K | 0.11% | +5,029 | New |
| Stokes Family Office, LLC | 4,947 | $221.0K | 0.03% | −4,234−46.1% | Reduced |
| Northcape Wealth Management, LLC | 4,941 | $220.7K | 0.08% | −8−0.2% | Reduced |
| Cobblestone Asset Management LLC | 4,921 | $219.8K | 0.18% | +4,921 | New |
| Flputnam Investment Management Co | 4,907 | $219.2K | 0.01% | −24−0.5% | Reduced |
| Symmetry Partners, LLC | 4,905 | $219.0K | 0.01% | −654−11.8% | Reduced |
| Petra Financial Advisors Inc | 4,901 | $218.9K | 0.18% | +731+17.5% | Added |
| Ignite Planners, LLC | 5,330 | $218.4K | 0.07% | +5+0.1% | Added |
| Heritage Trust Co | 4,875 | $217.8K | 0.03% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 4,872 | $217.6K | 0.04% | −178−3.5% | Reduced |
| Sentry Investment Management LLC | 4,858 | $217.0K | 0.10% | −942−16.2% | Reduced |
| HF Advisory Group, LLC | 4,803 | $215.2K | 0.16% | −916−16.0% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $214.4K | 0.00% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 4,765 | $212.9K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,761 | $212.7K | 0.01% | +4,761 | New |
| Sheaff Brock Investment Advisors, LLC | 4,760 | $212.6K | 0.02% | −100−2.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,756 | $212.4K | 0.01% | +4,756 | New |
| Graypoint LLC | 4,732 | $211.4K | 0.02% | −170−3.5% | Reduced |
| Equitable Trust Co | 4,713 | $210.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4,711 | $210.4K | 0.10% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,707 | $210.2K | 0.00% | −102−2.1% | Reduced |
| Franklin Street Advisors Inc | 4,704 | $210.0K | 0.02% | +4,704 | New |
| Pointe Capital Management LLC | 4,692 | $209.6K | 0.16% | +32+0.7% | Added |
| Penserra Capital Management LLC | 4,685 | $209.0K | 0.00% | −731−13.5% | Reduced |
| Flagship Harbor Advisors, LLC | 4,630 | $206.8K | 0.02% | −216−4.5% | Reduced |
| New Millennium Group LLC | 4,617 | $206.3K | 0.19% | −889−16.1% | Reduced |
| MEMBERS Trust Co | 4,661 | $205.7K | 0.01% | −1,292−21.7% | Reduced |
| Verity Asset Management, Inc. | 4,592 | $205.1K | 0.15% | −1,619−26.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $205.0K | 0.00% | 00.0% | Unchanged |
| Renasant Bank | 4,587 | $204.9K | 0.17% | +420+10.1% | Added |
| CVA Family Office, LLC | 4,582 | $204.7K | 0.05% | +447+10.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,580 | $204.6K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,557 | $203.5K | 0.02% | +4,557 | New |
| Stiles Financial Services Inc | 4,551 | $203.3K | 0.11% | +57+1.3% | Added |
| Front Row Advisors LLC | 4,530 | $202.4K | 0.09% | −3,626−44.5% | Reduced |
| NorthRock Partners, LLC | 4,525 | $202.1K | 0.02% | −275−5.7% | Reduced |
| Hanson & Doremus Investment Management | 4,533 | $202.0K | 0.04% | −3,462−43.3% | Reduced |
| Girard Partners Ltd. | 4,503 | $201.2K | 0.02% | −121−2.6% | Reduced |
| Golden State Equity Partners | 4,494 | $200.7K | 0.06% | +435+10.7% | Added |
| M&R Capital Management Inc | 4,406 | $196.8K | 0.05% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $196.5K | 0.14% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51,209 | $193.3K | 0.05% | +1,617+3.3% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $192.8K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,224 | $189.0K | 0.11% | +252+6.3% | Added |
| Provenance Wealth Advisors, LLC | 4,176 | $186.5K | 0.03% | +4,176 | New |
| Truvestments Capital LLC | 4,090 | $182.7K | 0.10% | +30+0.7% | Added |
| Deseret Mutual Benefit Administrators | 4,049 | $180.9K | 0.09% | −1,964−32.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,029 | $180.0K | 0.15% | −245−5.7% | Reduced |
| Column Capital Advisors, LLC | 4,000 | $178.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,000 | $178.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,958 | $177.0K | 0.00% | −168,009−97.7% | Reduced |
| First Financial Corp | 3,804 | $169.9K | 0.10% | +2,000+110.9% | Added |
| Nalls Sherbakoff Group, LLC | 3,800 | $169.7K | 0.17% | −26−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,620 | $162.0K | 0.12% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,620 | $161.7K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,533 | $157.8K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,459 | $154.5K | 0.01% | +48+1.4% | Added |
| AdvisorNet Financial, Inc | 3,299 | $147.4K | 0.01% | −5,148−60.9% | Reduced |
| Evolution Advisers, Inc. | 3,236 | $143.0K | 0.10% | −1,357−29.5% | Reduced |
| Pittenger & Anderson Inc | 3,150 | $140.7K | 0.01% | −600−16.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3,058 | $136.6K | 0.07% | +2,667+682.1% | Added |
| Mechanics Financial Corp | 3,000 | $134.0K | 0.07% | −80−2.6% | Reduced |
| Independence Bank of Kentucky | 2,952 | $131.9K | 0.06% | −9,500−76.3% | Reduced |
| Versant Capital Management, Inc | 2,940 | $131.3K | 0.04% | −1,094−27.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,175 | $130.4K | 0.00% | −1,133−26.3% | Reduced |
| Sawyer & Company, Inc | 2,885 | $129.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,862 | $128.0K | 0.02% | +375+15.1% | Added |
| Impact Partnership Wealth, LLC | 2,764 | $123.5K | 0.04% | +2,744+13,720.0% | Added |
| Glassman Wealth Services | 2,662 | $118.9K | 0.02% | +623+30.6% | Added |
| Motco | 2,599 | $116.1K | 0.01% | −503−16.2% | Reduced |
| American State Bank (Iowa) | 2,597 | $116.0K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,564 | $114.5K | 0.03% | −199−7.2% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $113.8K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,542 | $113.2K | 0.05% | +2,542 | New |
| Sound Income Strategies, LLC | 2,465 | $110.1K | 0.01% | −5−0.2% | Reduced |
| Hall Laurie J Trustee | 2,425 | $108.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,398 | $107.1K | 0.08% | −8−0.3% | Reduced |
| Dakota Community Bank & Trust NA | 2,391 | $106.8K | 0.68% | −356−13.0% | Reduced |
| Riverview Trust Co | 2,343 | $104.7K | 0.09% | +1,394+146.9% | Added |