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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 29,883 | $1.33M | 0.11% | +16,773+127.9% | Added |
| SG Americas Securities, LLC | 29,800 | $1.33M | 0.02% | −24,573−45.2% | Reduced |
| Canandaigua National Bank & Trust Co | 29,790 | $1.33M | 0.22% | −2,511−7.8% | Reduced |
| Squarepoint Ops LLC | 28,732 | $1.28M | 0.01% | −3,303−10.3% | Reduced |
| Anchor Investment Management, LLC | 28,687 | $1.28M | 0.17% | −10,807−27.4% | Reduced |
| Thomasville National Bank | 28,638 | $1.28M | 0.13% | −446−1.5% | Reduced |
| Empirical Finance, LLC | 28,633 | $1.28M | 0.09% | +2,881+11.2% | Added |
| Slow Capital, Inc. | 28,631 | $1.28M | 0.23% | +658+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,615 | $1.28M | 0.10% | −1,393−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 28,451 | $1.27M | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 28,411 | $1.27M | 0.04% | +5,775+25.5% | Added |
| Johnson Investment Counsel Inc | 28,322 | $1.27M | 0.02% | −206−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 27,936 | $1.25M | 0.13% | −8,427−23.2% | Reduced |
| Argent Advisors, Inc. | 26,807 | $1.20M | 0.55% | +7,577+39.4% | Added |
| Asset Dedication, LLC | 26,454 | $1.19M | 0.10% | +1,384+5.5% | Added |
| Pinnacle Financial Partners Inc | 26,617 | $1.19M | 0.03% | −933−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,539 | $1.19M | 0.08% | −2,231−7.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,412 | $1.18M | 0.03% | +44+0.2% | Added |
| Chiron Capital Management, LLC | 26,298 | $1.17M | 1.01% | +6,070+30.0% | Added |
| Altman Advisors, Inc. | 26,199 | $1.17M | 0.73% | +26,199 | New |
| Secure Asset Management, LLC | 26,191 | $1.17M | 0.35% | −4,614−15.0% | Reduced |
| City Holding Co | 26,144 | $1.17M | 0.21% | −6,577−20.1% | Reduced |
| Verdence Capital Advisors LLC | 26,015 | $1.16M | 0.13% | +3,550+15.8% | Added |
| Tredje AP-fonden | 25,954 | $1.16M | 0.02% | 00.0% | Unchanged |
| South State Corp. | 25,946 | $1.16M | 0.11% | −3,057−10.5% | Reduced |
| First Citizens Bank & Trust Co | 25,883 | $1.16M | 0.02% | −5,337−17.1% | Reduced |
| Colonial River Wealth Management, LLC | 25,865 | $1.16M | 0.75% | −12,376−32.4% | Reduced |
| Schnieders Capital Management LLC | 25,783 | $1.15M | 0.26% | −13,527−34.4% | Reduced |
| Moloney Securities Asset Management, LLC | 25,739 | $1.15M | 0.21% | −317−1.2% | Reduced |
| Simmons Bank | 25,663 | $1.15M | 0.10% | +508+2.0% | Added |
| All Terrain Financial Advisors, LLC | 25,578 | $1.14M | 0.58% | +2,454+10.6% | Added |
| Jarislowsky, Fraser Ltd | 25,568 | $1.14M | 0.01% | −4,436−14.8% | Reduced |
| Ategra Capital Management, LLC | 25,550 | $1.14M | 0.62% | +2,940+13.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,180 | $1.13M | 0.02% | +524+2.1% | Added |
| Kestra Private Wealth Services, LLC | 25,119 | $1.12M | 0.04% | −131−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 25,039 | $1.12M | 0.04% | −3,345−11.8% | Reduced |
| Pensionfund Sabic | 25,000 | $1.12M | 0.39% | +2,000+8.7% | Added |
| Kingsview Wealth Management, LLC | 24,973 | $1.12M | 0.04% | +699+2.9% | Added |
| Moors & Cabot, Inc. | 24,970 | $1.12M | 0.08% | −1,064−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 24,857 | $1.11M | 0.45% | +24,857 | New |
| Ridgewood Investments LLC | 24,691 | $1.10M | 0.72% | +2,915+13.4% | Added |
| Axxcess Wealth Management, LLC | 24,521 | $1.10M | 0.04% | +13,048+113.7% | Added |
| Prudential PLC | 24,481 | $1.09M | 0.01% | −4,222−14.7% | Reduced |
| Atlantic Union Bankshares Corp | 24,328 | $1.09M | 0.11% | −3,729−13.3% | Reduced |
| Rothschild Investment Corp | 24,170 | $1.08M | 0.09% | −100.0% | Reduced |
| Community Bank, N.A. | 24,032 | $1.07M | 0.15% | −15,429−39.1% | Reduced |
| Bokf, NA | 26,308 | $1.06M | 0.02% | +4,467+20.5% | Added |
| United Services Automobile Association | 23,576 | $1.05M | 0.03% | +3,346+16.5% | Added |
| Culbertson A N & Co Inc | 23,335 | $1.04M | 0.21% | +200+0.9% | Added |
| Marks Group Wealth Management, Inc | 22,691 | $1.01M | 0.13% | −1,415−5.9% | Reduced |
| Archford Capital Strategies, LLC | 22,590 | $1.01M | 0.20% | +5,299+30.6% | Added |
| Banque Cantonale Vaudoise | 22,416 | $1.00M | 0.05% | −11,873−34.6% | Reduced |
| Strategic Investment Solutions, Inc. | 20,006 | $993.9K | 0.01% | +19,703+6,502.6% | Added |
| Quadrature Capital Ltd | 22,167 | $990.2K | 0.02% | +22,167 | New |
| Arrow Financial Corp | 22,119 | $988.1K | 0.12% | −431−1.9% | Reduced |
| Cullinan Associates Inc | 22,078 | $986.2K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 21,977 | $981.7K | 0.04% | +21,977 | New |
| Lee Danner & Bass Inc | 21,877 | $977.0K | 0.09% | −1,015−4.4% | Reduced |
| Hayek Kallen Investment Management | 21,738 | $971.0K | 0.43% | −2,107−8.8% | Reduced |
| FIL Ltd | 21,725 | $970.5K | 0.00% | +21,725 | New |
| Assetmark, Inc | 21,693 | $969.0K | 0.00% | +3,729+20.8% | Added |
| Wealth Quarterback LLC | 21,659 | $967.5K | 0.84% | +305+1.4% | Added |
| Valeo Financial Advisors, LLC | 21,581 | $964.0K | 0.04% | +5,764+36.4% | Added |
| Radnor Capital Management, LLC | 21,502 | $960.0K | 0.19% | −1,726−7.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,398 | $955.8K | 0.01% | +482+2.3% | Added |
| Integrated Advisors Network LLC | 21,396 | $955.8K | 0.06% | −56−0.3% | Reduced |
| Wealth Alliance | 21,281 | $950.6K | 0.15% | +3,737+21.3% | Added |
| Spire Wealth Management | 21,262 | $949.8K | 0.04% | −2,669−11.2% | Reduced |
| Patten Group, Inc. | 21,203 | $947.1K | 0.28% | −420−1.9% | Reduced |
| Dover Advisors, LLC | 21,175 | $945.9K | 0.96% | −1,066−4.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,150 | $944.8K | 0.04% | +9,225+77.4% | Added |
| Proequities, Inc. | 20,994 | $937.8K | 0.07% | +2,002+10.5% | Added |
| Alberta Investment Management Corp | 20,900 | $933.6K | 0.01% | −67,253−76.3% | Reduced |
| Exencial Wealth Advisors, LLC | 20,895 | $933.4K | 0.05% | −3,817−15.4% | Reduced |
| GYL Financial Synergies, LLC | 20,717 | $925.4K | 0.09% | −1,104−5.1% | Reduced |
| Horan Capital Advisors, LLC. | 20,681 | $923.8K | 0.37% | −460−2.2% | Reduced |
| Bard Financial Services, Inc. | 20,600 | $920.2K | 0.11% | −450−2.1% | Reduced |
| Peoples Financial Services Corp. | 20,530 | $916.9K | 0.43% | −747−3.5% | Reduced |
| HM Payson & Co | 20,505 | $916.0K | 0.02% | −1,808−8.1% | Reduced |
| Linscomb & Williams, Inc. | 20,392 | $910.9K | 0.05% | −88,594−81.3% | Reduced |
| Edgestream Partners, L.P. | 20,376 | $910.2K | 0.07% | +20,376 | New |
| Birch Hill Investment Advisors LLC | 20,355 | $909.3K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21,590 | $906.1K | 0.05% | −1,267−5.5% | Reduced |
| Verition Fund Management LLC | 20,274 | $905.6K | 0.01% | −7,684−27.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,271 | $905.5K | 0.02% | +59+0.3% | Added |
| Eagle Harbor Asset Management Inc | 20,231 | $903.7K | 1.19% | +4,547+29.0% | Added |
| Capital Investment Counsel, Inc | 19,933 | $890.4K | 0.18% | +4,400+28.3% | Added |
| MWA Asset Management | 19,868 | $887.5K | 0.86% | +19,868 | New |
| CSM Advisors, LLC | 19,699 | $880.0K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,691 | $879.6K | 0.02% | −28,009−58.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 19,651 | $877.8K | 0.56% | +1,249+6.8% | Added |
| Bull Street Advisors, LLC | 19,641 | $877.0K | 0.46% | +545+2.9% | Added |
| Waters Parkerson & Co., LLC | 19,426 | $868.0K | 0.05% | −100−0.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,192 | $857.3K | 0.11% | +19,192 | New |
| NBT Bank N A | 19,168 | $856.2K | 0.08% | −1,517−7.3% | Reduced |
| Ieq Capital, LLC | 19,111 | $853.7K | 0.02% | −92−0.5% | Reduced |
| Whitener Capital Management, Inc. | 19,095 | $853.0K | 0.34% | −150−0.8% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,031 | $850.1K | 0.78% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 20,009 | $849.8K | 0.23% | +2,600+14.9% | Added |
| Grove Bank & Trust | 19,011 | $849.2K | 0.17% | +3,120+19.6% | Added |