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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 118,304 | $5.28M | 0.46% | −3,115−2.6% | Reduced |
| First Republic Investment Management, Inc. | 117,779 | $5.26M | 0.02% | +182+0.2% | Added |
| Mutual of America Capital Management LLC | 117,047 | $5.23M | 0.06% | −3,152−2.6% | Reduced |
| Janus Henderson Group PLC | 116,656 | $5.21M | 0.00% | −1,412−1.2% | Reduced |
| WSFS Capital Management, LLC | 115,842 | $5.17M | 0.34% | −3,855−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 115,651 | $5.17M | 0.20% | −57,136−33.1% | Reduced |
| Private Advisor Group, LLC | 114,618 | $5.12M | 0.05% | +8,837+8.4% | Added |
| Wills Financial Group, Inc. | 113,833 | $5.08M | 2.75% | −1,415−1.2% | Reduced |
| Huntington National Bank | 113,476 | $5.07M | 0.05% | −17,653−13.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,018 | $5.05M | 0.02% | +103,515+1,089.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 110,916 | $4.95M | 0.08% | +2,204+2.0% | Added |
| Canal Insurance CO | 110,000 | $4.91M | 1.41% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 108,864 | $4.86M | 0.57% | −12,648−10.4% | Reduced |
| Old National Bancorp | 108,419 | $4.84M | 0.14% | +3,913+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 108,203 | $4.83M | 0.02% | +108,203 | New |
| Bragg Financial Advisors, Inc | 106,703 | $4.77M | 0.25% | −1,807−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 106,600 | $4.76M | 0.59% | −271−0.3% | Reduced |
| Advocate Group LLC | 105,709 | $4.72M | 1.09% | −8,508−7.4% | Reduced |
| Capital Fund Management S.A. | 102,732 | $4.59M | 0.06% | +102,732 | New |
| Wealthfront Advisers LLC | 100,301 | $4.48M | 0.02% | −9,369−8.5% | Reduced |
| Atria Investments LLC | 99,806 | $4.46M | 0.08% | −5,086−4.8% | Reduced |
| State of Alaska, Department of Revenue | 99,446 | $4.44M | 0.06% | −4,130−4.0% | Reduced |
| Pacer Advisors, Inc. | 99,262 | $4.43M | 0.02% | +36,829+59.0% | Added |
| Fifth Third Bancorp | 99,223 | $4.43M | 0.02% | +19,725+24.8% | Added |
| Steward Partners Investment Advisory, LLC | 97,468 | $4.35M | 0.07% | +6,421+7.1% | Added |
| Element Capital Management LLC | 97,209 | $4.34M | 0.39% | −19,117−16.4% | Reduced |
| Geneos Wealth Management Inc. | 95,050 | $4.25M | 0.22% | +4,405+4.9% | Added |
| Nissay Asset Management Corp | 93,351 | $4.17M | 0.04% | +3,298+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 89,976 | $4.02M | 0.01% | −280−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,720 | $3.96M | 0.01% | +7,406+9.1% | Added |
| Schroder Investment Management Group | 88,500 | $3.95M | 0.01% | +1,173+1.3% | Added |
| Oppenheimer & Co Inc | 88,165 | $3.94M | 0.08% | +11,266+14.7% | Added |
| Bank of Nova Scotia | 86,661 | $3.87M | 0.01% | +11,194+14.8% | Added |
| Intact Investment Management Inc. | 85,700 | $3.83M | 0.17% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 85,683 | $3.83M | 0.01% | +4,716+5.8% | Added |
| Rafferty Asset Management, LLC | 85,278 | $3.81M | 0.02% | +8,896+11.6% | Added |
| Harvest Portfolios Group Inc. | 85,114 | $3.80M | 0.18% | +8,296+10.8% | Added |
| Peapack Gladstone Financial Corp | 84,786 | $3.79M | 0.07% | −3,785−4.3% | Reduced |
| Cetera Investment Advisers | 84,702 | $3.78M | 0.03% | +7,688+10.0% | Added |
| Salomon & Ludwin, LLC | 84,613 | $3.78M | 0.39% | +564+0.7% | Added |
| Hoylecohen, LLC | 83,265 | $3.72M | 0.34% | −3,021−3.5% | Reduced |
| Strategic Advisors LLC | 82,135 | $3.67M | 0.72% | −40.0% | Reduced |
| Old Point Trust & Financial Services N A | 81,305 | $3.63M | 1.64% | −3,327−3.9% | Reduced |
| TD Private Client Wealth LLC | 80,560 | $3.60M | 0.16% | −5,943−6.9% | Reduced |
| XML Financial, LLC | 77,764 | $3.47M | 0.42% | +20.0% | Added |
| Panagora Asset Management Inc | 77,412 | $3.46M | 0.02% | −12,416−13.8% | Reduced |
| British Columbia Investment Management Corp | 76,005 | $3.40M | 0.03% | +671+0.9% | Added |
| Gulf International Bank (UK) Ltd | 76,006 | $3.40M | 0.10% | −8,069−9.6% | Reduced |
| Silvercrest Asset Management Group LLC | 75,951 | $3.39M | 0.03% | −504−0.7% | Reduced |
| GWM Advisors LLC | 74,909 | $3.35M | 0.04% | +10,595+16.5% | Added |
| Teachers Retirement System of the State of Kentucky | 74,596 | $3.33M | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 73,308 | $3.27M | 0.36% | +992+1.4% | Added |
| Putnam Investments LLC | 72,769 | $3.25M | 0.00% | +11,757+19.3% | Added |
| Capital Investment Advisors, LLC | 71,638 | $3.20M | 0.09% | +881+1.2% | Added |
| Nisa Investment Advisors, LLC | 71,165 | $3.18M | 0.02% | −18,713−20.8% | Reduced |
| Elo Mutual Pension Insurance Co | 69,965 | $3.13M | 0.10% | +1,230+1.8% | Added |
| Daiwa Securities Group Inc. | 69,868 | $3.12M | 0.02% | +4,197+6.4% | Added |
| Bayesian Capital Management, LP | 68,900 | $3.08M | 0.35% | +58,800+582.2% | Added |
| Kestra Advisory Services, LLC | 67,093 | $3.00M | 0.03% | +7,813+13.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 66,764 | $2.98M | 0.45% | −97,784−59.4% | Reduced |
| Teacher Retirement System of Texas | 64,764 | $2.89M | 0.02% | +1,612+2.6% | Added |
| Oregon Public Employees Retirement Fund | 64,706 | $2.89M | 0.04% | −339−0.5% | Reduced |
| Vestcor Inc | 64,503 | $2.88M | 0.11% | −3,307−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 64,142 | $2.87M | 0.08% | +29,643+85.9% | Added |
| Pettyjohn, Wood & White, Inc | 64,127 | $2.86M | 0.68% | −1,033−1.6% | Reduced |
| Kentucky Retirement Systems | 64,091 | $2.86M | 0.10% | −3,121−4.6% | Reduced |
| Maryland State Retirement & Pension System | 63,842 | $2.85M | 0.07% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 55,000 | $2.83M | 0.22% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 63,288 | $2.83M | 1.07% | +1,910+3.1% | Added |
| Prospera Financial Services Inc | 63,125 | $2.82M | 0.11% | +669+1.1% | Added |
| Thrivent Financial for Lutherans | 62,735 | $2.80M | 0.01% | −47,096−42.9% | Reduced |
| Carson Advisory Inc. | 62,605 | $2.80M | 2.45% | +4,488+7.7% | Added |
| Agf Management Ltd | 62,447 | $2.79M | 0.02% | −6,151−9.0% | Reduced |
| Paloma Partners Management Co | 62,229 | $2.78M | 0.58% | +29,844+92.2% | Added |
| Weiss Asset Management LP | 60,971 | $2.72M | 0.22% | +60,971 | New |
| Securian Asset Management, Inc | 60,048 | $2.68M | 0.08% | −8,148−11.9% | Reduced |
| Robinson Value Management, Ltd. | 59,827 | $2.67M | 1.99% | +272+0.5% | Added |
| Bradley Foster & Sargent Inc | 51,169 | $2.65M | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 58,782 | $2.63M | 0.02% | −2,447−4.0% | Reduced |
| Sepio Capital, LP | 58,520 | $2.61M | 0.23% | −2,197−3.6% | Reduced |
| John G Ullman & Associates Inc | 58,320 | $2.61M | 0.43% | −12,800−18.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 57,178 | $2.55M | 0.02% | +57,178 | New |
| Synovus Financial Corp | 57,163 | $2.55M | 0.03% | −41,786−42.2% | Reduced |
| Hartford Investment Management Co | 56,974 | $2.55M | 0.10% | −1,431−2.5% | Reduced |
| Wallington Asset Management, LLC | 56,303 | $2.52M | 0.46% | +210+0.4% | Added |
| Avantax Advisory Services, Inc. | 56,178 | $2.51M | 0.03% | +392+0.7% | Added |
| Charter Trust Co | 55,971 | $2.50M | 0.20% | −337−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,810 | $2.49M | 0.55% | −2,900−4.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 55,764 | $2.49M | 1.68% | +15,957+40.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 55,601 | $2.48M | 0.04% | +11,840+27.1% | Added |
| Cubist Systematic Strategies, LLC | 54,928 | $2.45M | 0.03% | −21,000−27.7% | Reduced |
| Cornerstone Advisors, LLC | 54,900 | $2.45M | 0.11% | −2,700−4.7% | Reduced |
| Mirabella Financial Services LLP | 54,780 | $2.45M | 0.35% | +54,780 | New |
| Walleye Capital LLC | 53,728 | $2.40M | 0.04% | −16,108−23.1% | Reduced |
| Westpac Banking Corp | 53,649 | $2.40M | 0.18% | +19,916+59.0% | Added |
| Kempen Capital Management N.V. | 53,642 | $2.40M | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35,587 | $2.39M | 0.04% | +33,662+1,748.7% | Added |
| Soltis Investment Advisors LLC | 53,497 | $2.39M | 0.31% | −41,215−43.5% | Reduced |
| Carret Asset Management, LLC | 53,372 | $2.38M | 0.33% | −4,622−8.0% | Reduced |
| Advisors Management Group Inc | 53,223 | $2.38M | 0.72% | +603+1.1% | Added |