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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2,329 | $104.0K | 0.14% | +132+6.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,294 | $102.0K | 0.07% | +160+7.5% | Added |
| Jamison Private Wealth Management, Inc. | 2,235 | $99.8K | 0.02% | +2,235 | New |
| NSI Retail Advisors, LLC | 2,211 | $99.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,196 | $98.1K | 0.02% | +154+7.5% | Added |
| Cutler Group LP | 2,130 | $95.0K | 0.02% | −8,828−80.6% | Reduced |
| Global Trust Asset Management, LLC | 2,105 | $94.0K | 0.04% | −23−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 2,086 | $93.2K | 0.05% | +394+23.3% | Added |
| Union Savings Bank | 2,070 | $92.4K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,035 | $90.9K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,029 | $90.6K | 0.01% | −800−28.3% | Reduced |
| Alta Advisers Ltd | 2,000 | $89.3K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,999 | $89.3K | 0.03% | −83−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,995 | $89.1K | 0.01% | +203+11.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,970 | $88.0K | 0.03% | −4,810−70.9% | Reduced |
| Resurgent Financial Advisors LLC | 1,951 | $87.2K | 0.06% | +110+6.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,934 | $86.4K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,918 | $85.7K | 0.01% | −127,084−98.5% | Reduced |
| First Manhattan Co | 1,900 | $84.9K | 0.00% | −2,202−53.7% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $84.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,865 | $83.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,803 | $80.5K | 0.01% | +701+63.6% | Added |
| Quent Capital, LLC | 1,766 | $78.9K | 0.01% | −467−20.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,737 | $77.6K | 0.03% | +21+1.2% | Added |
| Field & Main Bank | 1,698 | $75.8K | 0.04% | −1,550−47.7% | Reduced |
| Focused Wealth Management, Inc | 1,695 | $75.7K | 0.01% | +19+1.1% | Added |
| Citadel Advisors LLC | 1,694 | $75.7K | 0.00% | −2,212,368−99.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,689 | $75.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,677 | $74.9K | 0.02% | −739−30.6% | Reduced |
| Evermay Wealth Management LLC | 1,664 | $74.3K | 0.02% | −1,060−38.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $72.0K | 0.03% | −25−1.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,575 | $70.4K | 0.01% | −1,399−47.0% | Reduced |
| Piscataqua Savings Bank | 1,567 | $70.0K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,500 | $67.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,498 | $67.0K | 0.01% | −557−27.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,483 | $66.2K | 0.01% | −923−38.4% | Reduced |
| Atlantic Trust, LLC | 1,456 | $65.0K | 0.02% | −943−39.3% | Reduced |
| Optimum Investment Advisors | 1,444 | $64.5K | 0.03% | +2+0.1% | Added |
| Kapitalo Investimentos Ltda | 1,430 | $63.9K | 0.01% | +1,430 | New |
| Walleye Trading LLC | 1,422 | $63.5K | 0.00% | +1,422 | New |
| Exchange Traded Concepts, LLC | 1,393 | $62.2K | 0.00% | −8,908−86.5% | Reduced |
| Gradient Investments LLC | 1,379 | $61.6K | 0.00% | −98−6.6% | Reduced |
| CoreFirst Bank & Trust | 1,376 | $61.5K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,375 | $61.4K | 0.01% | −984−41.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,358 | $60.7K | 0.02% | −1−0.1% | Reduced |
| Bray Capital Advisors | 1,345 | $60.1K | 0.02% | +1,202+840.6% | Added |
| Carmel Capital Partners, LLC | 1,326 | $59.2K | 0.03% | +1,326 | New |
| Proffitt & Goodson Inc | 1,275 | $57.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,272 | $56.8K | 0.01% | +950+295.0% | Added |
| Byrne Asset Management LLC | 1,250 | $56.0K | 0.05% | – | – |
| West Tower Group, LLC | 1,250 | $55.8K | 0.03% | +1,250 | New |
| Addison Advisors LLC | 1,224 | $54.7K | 0.03% | −30−2.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,212 | $54.2K | 0.02% | −329−21.3% | Reduced |
| West Oak Capital, LLC | 1,900 | $50.0K | 0.02% | +400+26.7% | Added |
| Silvant Capital Management LLC | 1,071 | $47.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,045 | $46.7K | 0.02% | +1,045 | New |
| Trifecta Capital Advisors, LLC | 1,034 | $46.2K | 0.01% | +34+3.4% | Added |
| Financial Management Professionals, Inc. | 1,031 | $46.0K | 0.01% | +354+52.3% | Added |
| True Wealth Design, LLC | 1,008 | $45.0K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,003 | $44.8K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $44.7K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 986 | $44.0K | 0.04% | +986 | New |
| MV Capital Management, Inc. | 964 | $43.1K | 0.01% | −192−16.6% | Reduced |
| Compass Wealth Management LLC | 946 | $42.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 689 | $42.2K | 0.02% | −179−20.6% | Reduced |
| Benjamin Edwards Inc | 939 | $42.0K | 0.01% | −133−12.4% | Reduced |
| City State Bank | 936 | $42.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 908 | $40.6K | 0.00% | +145+19.0% | Added |
| Horizon Bancorp Inc | 900 | $40.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $40.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 884 | $39.5K | 0.02% | +8+0.9% | Added |
| Bramshill Investments, LLC | 810 | $38.7K | 0.00% | −50−5.8% | Reduced |
| Millburn Ridgefield Corp | 858 | $38.3K | 0.00% | +858 | New |
| Catalyst Capital Advisors LLC | 858 | $38.3K | 0.00% | +858 | New |
| Oliver Lagore Vanvalin Investment Group | 839 | $37.5K | 0.01% | +400+91.1% | Added |
| Operose Advisors LLC | 827 | $36.9K | 0.01% | +311+60.3% | Added |
| Missouri Trust & Investment Co | 825 | $36.9K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 808 | $36.1K | 0.01% | +26+3.3% | Added |
| CKW Financial Group | 800 | $36.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $36.0K | 0.03% | +819 | New |
| Ruedi Wealth Management, Inc. | 803 | $35.9K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 785 | $35.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 737 | $32.9K | 0.00% | +67+10.0% | Added |
| Cherry Tree Wealth Management, LLC | 710 | $31.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 684 | $30.6K | 0.03% | +410+149.6% | Added |
| Center for Financial Planning, Inc. | 675 | $30.2K | 0.01% | −267−28.3% | Reduced |
| NVWM, LLC | 650 | $29.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 650 | $29.0K | 0.00% | −84−11.4% | Reduced |
| Johnson Financial Group, Inc. | 626 | $28.0K | 0.00% | −902−59.0% | Reduced |
| Atticus Wealth Management, LLC | 593 | $26.5K | 0.01% | −573−49.1% | Reduced |
| Avalon Trust Co | 590 | $26.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $26.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 567 | $25.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 550 | $25.0K | 0.00% | −368−40.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 559 | $25.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $24.9K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $24.9K | 0.02% | – | – |
| Core Alternative Capital | 551 | $24.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 544 | $24.3K | 0.00% | +243+80.7% | Added |
| Legacy Financial Group LLC | 541 | $24.2K | 0.01% | +541 | New |