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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 52,983 | $2.37M | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 52,717 | $2.35M | 0.07% | +26,757+103.1% | Added |
| Dakota Wealth Management | 52,520 | $2.35M | 0.10% | +722+1.4% | Added |
| KBC Group NV | 52,444 | $2.34M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 52,297 | $2.34M | 0.02% | +16,670+46.8% | Added |
| Louisiana State Employees Retirement System | 51,800 | $2.31M | 0.05% | +100+0.2% | Added |
| Independent Advisor Alliance | 51,774 | $2.31M | 0.10% | +1,190+2.4% | Added |
| Greenland Capital Management LP | 51,400 | $2.30M | 0.27% | −203,874−79.9% | Reduced |
| JustInvest LLC | 50,672 | $2.26M | 0.07% | +607+1.2% | Added |
| Capital Investment Advisory Services, LLC | 50,160 | $2.24M | 0.22% | +20,188+67.4% | Added |
| Metis Global Partners, LLC | 49,862 | $2.23M | 0.11% | +6,293+14.4% | Added |
| Oppenheimer Asset Management Inc. | 49,680 | $2.22M | 0.03% | +45,341+1,045.0% | Added |
| National Asset Management, Inc. | 49,085 | $2.19M | 0.06% | +4,208+9.4% | Added |
| Everett Harris & Co | 48,834 | $2.18M | 0.03% | −2,295−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,158 | $2.15M | 0.25% | −1,986−4.0% | Reduced |
| Stephens Inc | 47,994 | $2.14M | 0.04% | −1,292−2.6% | Reduced |
| Bill Few Associates, Inc. | 47,793 | $2.13M | 1.12% | +3,281+7.4% | Added |
| Alpha Omega Wealth Management LLC | 47,131 | $2.11M | 0.36% | −449−0.9% | Reduced |
| Mercer Global Advisors Inc | 46,789 | $2.09M | 0.01% | −916−1.9% | Reduced |
| NovaPoint Capital, LLC | 46,298 | $2.07M | 0.82% | +3,149+7.3% | Added |
| Retireful, LLC | 46,283 | $2.07M | 0.99% | +46,283 | New |
| CIBC World Markets Corp | 46,185 | $2.06M | 0.02% | −51,791−52.9% | Reduced |
| Hartford Financial Management Inc. | 44,966 | $2.01M | 0.51% | −1,055−2.3% | Reduced |
| Redmond Asset Management, LLC | 44,966 | $2.01M | 0.72% | +6,668+17.4% | Added |
| D.A. Davidson & Co. | 44,570 | $1.99M | 0.02% | −7,362−14.2% | Reduced |
| BTC Capital Management, Inc. | 44,517 | $1.99M | 0.23% | +3,497+8.5% | Added |
| Rockefeller Capital Management L.P. | 43,842 | $1.96M | 0.01% | −8,208−15.8% | Reduced |
| New Mexico Educational Retirement Board | 43,473 | $1.94M | 0.08% | +3,000+7.4% | Added |
| Cetera Advisors LLC | 42,949 | $1.92M | 0.03% | −1,996−4.4% | Reduced |
| Manhattan West Asset Management, LLC | 48,385 | $1.91M | 0.59% | +10,172+26.6% | Added |
| Toth Financial Advisory Corp | 42,768 | $1.91M | 0.29% | −6,704−13.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $1.90M | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 42,530 | $1.90M | 0.09% | −22,691−34.8% | Reduced |
| Mutual Advisors, LLC | 42,058 | $1.88M | 0.07% | +18,251+76.7% | Added |
| Beese Fulmer Investment Management, Inc. | 41,611 | $1.86M | 0.21% | −2,380−5.4% | Reduced |
| Argent Trust Co | 41,454 | $1.85M | 0.10% | −3,238−7.2% | Reduced |
| Teza Capital Management LLC | 40,925 | $1.83M | 0.30% | +40,925 | New |
| Redwood Investment Management, LLC | 40,874 | $1.83M | 0.16% | +4,151+11.3% | Added |
| Ascent Group, LLC | 40,546 | $1.82M | 0.20% | −2,463−5.7% | Reduced |
| Exchange Capital Management, Inc. | 40,588 | $1.81M | 0.34% | −844−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 40,524 | $1.81M | 0.02% | +168+0.4% | Added |
| Nordea Investment Management AB | 40,619 | $1.81M | 0.00% | −4,205−9.4% | Reduced |
| Fulton Bank, N.A. | 40,413 | $1.81M | 0.09% | +1,330+3.4% | Added |
| GTS Securities LLC | 40,052 | $1.79M | 0.04% | +18,954+89.8% | Added |
| Ally Financial Inc. | 40,000 | $1.79M | 0.26% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 42,674 | $1.78M | 0.24% | −461−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 39,181 | $1.75M | 0.04% | −3,417−8.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 39,162 | $1.75M | 0.23% | −9,702−19.9% | Reduced |
| Blair William & Co | 39,133 | $1.75M | 0.01% | −12,531−24.3% | Reduced |
| Financial Security Advisor, Inc. | 38,829 | $1.73M | 0.80% | +38,829 | New |
| Advisory Services Network, LLC | 38,661 | $1.73M | 0.05% | +20,978+118.6% | Added |
| Leelyn Smith, LLC | 38,630 | $1.73M | 0.42% | +5,448+16.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 38,596 | $1.72M | 0.37% | −2,386−5.8% | Reduced |
| Vectors Research Management, LLC | 44,456 | $1.72M | 0.56% | +622+1.4% | Added |
| Courier Capital LLC | 38,485 | $1.72M | 0.14% | −574−1.5% | Reduced |
| Raymond James Trust N.A. | 38,390 | $1.71M | 0.05% | +433+1.1% | Added |
| First Bank & Trust | 38,257 | $1.71M | 0.45% | +13,849+56.7% | Added |
| Raleigh Capital Management Inc. | 38,142 | $1.70M | 0.87% | +3,471+10.0% | Added |
| Jackson Hole Capital Partners, LLC | 38,111 | $1.70M | 0.50% | −639−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 38,032 | $1.70M | 0.04% | −26,017−40.6% | Reduced |
| Tiaa Trust, National Association | 37,968 | $1.70M | 0.01% | +37,968 | New |
| Slocum, Gordon & Co LLP | 37,921 | $1.69M | 1.47% | −1,110−2.8% | Reduced |
| Central Trust Co | 37,808 | $1.69M | 0.05% | −298−0.8% | Reduced |
| Trust Co of Toledo NA | 37,435 | $1.67M | 0.33% | −556−1.5% | Reduced |
| Park Avenue Securities LLC | 37,321 | $1.67M | 0.03% | +4,740+14.5% | Added |
| Stoneridge Investment Partners LLC | 37,163 | $1.66M | 0.78% | −1,763−4.5% | Reduced |
| 3Chopt Investment Partners, LLC | 37,114 | $1.66M | 0.98% | −18,521−33.3% | Reduced |
| Providence Capital Advisors, LLC | 36,772 | $1.64M | 0.43% | +228+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 36,360 | $1.62M | 0.48% | −36,950−50.4% | Reduced |
| Atria Wealth Solutions, Inc. | 35,515 | $1.59M | 0.02% | −2,706−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 35,279 | $1.58M | 0.03% | +7,756+28.2% | Added |
| Massmutual Trust Co FSB | 35,080 | $1.57M | 0.06% | +2,069+6.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,962 | $1.56M | 1.22% | −1,375−3.8% | Reduced |
| Profund Advisors LLC | 34,708 | $1.55M | 0.09% | −89−0.3% | 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 |
| Metropolitan Life Insurance Co | 34,620 | $1.55M | 0.08% | −1,809−5.0% | Reduced |
| Conning Inc. | 34,307 | $1.53M | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 34,257 | $1.53M | 0.05% | +108+0.3% | Added |
| Norinchukin Bank, The | 34,057 | $1.52M | 0.04% | −48,826−58.9% | Reduced |
| First Hawaiian Bank | 33,919 | $1.52M | 0.05% | +2,604+8.3% | Added |
| Lowe Brockenbrough & Co Inc | 33,847 | $1.51M | 0.12% | +1,195+3.7% | Added |
| Pinnacle Associates Ltd | 33,462 | $1.49M | 0.03% | −6,340−15.9% | Reduced |
| Sandy Spring Bank | 33,228 | $1.48M | 0.08% | −1,164−3.4% | Reduced |
| Trust Co of Vermont | 33,141 | $1.48M | 0.10% | −25,128−43.1% | Reduced |
| Sigma Planning Corp | 32,791 | $1.46M | 0.05% | −4,760−12.7% | Reduced |
| Apollon Wealth Management, LLC | 32,693 | $1.46M | 0.07% | +1,589+5.1% | Added |
| Cassaday & Co Wealth Management LLC | 32,582 | $1.46M | 0.06% | −1,516−4.4% | Reduced |
| Berkshire Bank | 32,265 | $1.44M | 0.41% | −634−1.9% | Reduced |
| Quantinno Capital Management LP | 31,967 | $1.43M | 0.07% | +23,887+295.6% | Added |
| Man Group plc | – | $1.42M | 0.00% | – | New |
| Vestmark Advisory Solutions, Inc. | 31,713 | $1.42M | 0.10% | −12,113−27.6% | Reduced |
| Allianz Asset Management GmbH | 31,579 | $1.41M | 0.00% | +8,651+37.7% | Added |
| First County Bank | 31,371 | $1.40M | 0.73% | −4,907−13.5% | Reduced |
| Umb Bank N A | 30,769 | $1.37M | 0.02% | −5,580−15.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 30,523 | $1.36M | 0.05% | −1,870−5.8% | Reduced |
| Palisade Asset Management, LLC | 30,481 | $1.36M | 0.17% | −500−1.6% | Reduced |
| South Dakota Investment Council | 30,424 | $1.36M | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 30,328 | $1.35M | 0.14% | +145+0.5% | Added |
| Bay Rivers Group | 30,228 | $1.35M | 1.04% | −153−0.5% | Reduced |