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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 519 | $23.2K | 0.01% | +3+0.6% | Added |
| Bangor Savings Bank | 506 | $22.6K | 0.00% | −291−36.5% | Reduced |
| Acima Private Wealth, LLC | 500 | $22.3K | 0.01% | −676−57.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $22.3K | 0.01% | +500 | New |
| West Branch Capital LLC | 495 | $22.1K | 0.01% | −251−33.6% | Reduced |
| Centerpoint Advisors, LLC | 499 | $22.0K | 0.01% | −110−18.1% | Reduced |
| Annapolis Financial Services, LLC | 489 | $21.8K | 0.01% | −350−41.7% | Reduced |
| Tucker Asset Management LLC | 440 | $19.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 434 | $19.4K | 0.01% | −75−14.7% | Reduced |
| Richard W. Paul & Associates, LLC | 433 | $19.3K | 0.01% | −3−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $19.2K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $17.9K | 0.01% | −1,050−72.4% | Reduced |
| Logan Capital Management Inc | 398 | $17.8K | 0.00% | −136−25.5% | Reduced |
| DecisionPoint Financial, LLC | 391 | $17.5K | 0.01% | +36+10.1% | Added |
| Covestor Ltd | 384 | $17.0K | 0.01% | −8−2.0% | Reduced |
| Venturi Wealth Management, LLC | 367 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 356 | $16.0K | 0.00% | +78+28.1% | Added |
| CGC Financial Services, LLC | 339 | $15.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 330 | $14.7K | 0.00% | −351−51.5% | Reduced |
| West Financial Advisors, LLC | 326 | $14.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 320 | $14.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 313 | $14.0K | 0.01% | −55−14.9% | Reduced |
| Team Financial Group, LLC | 303 | $13.5K | 0.01% | +303 | New |
| Baker Avenue Asset Management, LP | 301 | $13.4K | 0.00% | +45+17.6% | Added |
| Miller Wealth Advisors, LLC | 280 | $12.5K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 267 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 256 | $11.4K | 0.01% | +1+0.4% | Added |
| Thompson Investment Management, Inc. | 249 | $11.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 247 | $11.0K | 0.00% | +47+23.5% | Added |
| Legacy Bridge, LLC | 245 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 243 | $10.9K | 0.00% | −88−26.6% | Reduced |
| Baldwin Brothers Inc | 232 | $10.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 230 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 227 | $10.1K | 0.00% | +3+1.3% | Added |
| Abound Wealth Management | 220 | $9.82K | 0.00% | −71−24.4% | Reduced |
| Chelsea Counsel Co | 213 | $9.51K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 210 | $9.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 208 | $9.29K | 0.00% | −1,563−88.3% | Reduced |
| Perritt Capital Management Inc | 202 | $9.02K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 198 | $9.00K | 0.00% | −75−27.5% | Reduced |
| GW&K Investment Management, LLC | 208 | $9.00K | 0.00% | −3−1.4% | Reduced |
| Winch Advisory Services, LLC | 206 | $9.00K | 0.00% | +1+0.5% | Added |
| First PREMIER Bank | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $8.93K | 0.00% | −18,050−98.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $8.93K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $8.80K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 185 | $8.26K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 166 | $7.42K | 0.00% | +166 | New |
| JFS Wealth Advisors, LLC | 158 | $7.06K | 0.00% | −110−41.0% | Reduced |
| Archer Investment Corp | 157 | $7.01K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 170 | $7.00K | 0.00% | −26−13.3% | Reduced |
| Nemes Rush Group LLC | 154 | $6.88K | 0.00% | 00.0% | Unchanged |
| Trust Co | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| American National Bank | 144 | $6.43K | 0.00% | −46−24.2% | Reduced |
| Kozak & Associates, Inc. | 150 | $6.25K | 0.00% | +50+50.0% | Added |
| Newton One Investments LLC | 136 | $6.05K | 0.00% | +2+1.5% | Added |
| AlphaMark Advisors, LLC | 125 | $6.00K | 0.00% | −25−16.7% | Reduced |
| Avion Wealth | 155 | $6.00K | 0.00% | +11+7.6% | Added |
| MB, Levis & Associates, LLC | 128 | $5.72K | 0.00% | +2+1.6% | Added |
| Eagle Bay Advisors LLC | 126 | $5.63K | 0.00% | +104+472.7% | Added |
| SkyView Investment Advisors, LLC | 105 | $5.00K | 0.00% | +62+144.2% | Added |
| St. Johns Investment Management Company, LLC | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 97 | $4.33K | 0.00% | +97 | New |
| Rogco, LP | 95 | $4.24K | 0.00% | +95 | New |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $3.75K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 83 | $3.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $3.35K | 0.00% | +75 | New |
| PSI Advisors, LLC | 73 | $3.26K | 0.00% | −273−78.9% | Reduced |
| Morton Brown Family Wealth, LLC | 72 | $3.22K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 70 | $3.13K | 0.00% | +70 | New |
| Pacifica Partners Inc. | 75 | $3.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 62 | $2.77K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 61 | $2.74K | 0.00% | +23+60.5% | Added |
| Perkins Coie Trust Co | 58 | $2.59K | 0.00% | +58 | New |
| Princeton Global Asset Management LLC | 55 | $2.47K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 50 | $2.23K | 0.00% | −299,363−100.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 50 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 44 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $1.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 44 | $1.97K | 0.00% | +44 | New |
| Beacon Capital Management, LLC | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $1.29K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $1.00K | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 22 | $983 | 0.00% | +22 | New |