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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 19,000 | $849.0K | 0.00% | +19,000 | New |
| Beck Mack & Oliver LLC | 18,965 | $847.2K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 18,894 | $844.0K | 0.63% | +1,554+9.0% | Added |
| Marietta Investment Partners LLC | 18,884 | $843.5K | 0.24% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 18,816 | $840.5K | 0.07% | −8,634−31.5% | Reduced |
| FDx Advisors, Inc. | 18,791 | $839.0K | 0.07% | −1,995−9.6% | Reduced |
| Woodstock Corp | 18,774 | $838.6K | 0.11% | −550−2.8% | Reduced |
| Azimuth Capital Investment Management LLC | 18,708 | $835.7K | 0.04% | +600+3.3% | Added |
| Cohen Klingenstein LLC | 18,700 | $835.3K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 18,463 | $824.7K | 0.42% | −80−0.4% | Reduced |
| Chickasaw Capital Management LLC | 18,446 | $824.0K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 18,315 | $818.1K | 0.09% | +3,675+25.1% | Added |
| Intrua Financial, LLC | 18,255 | $815.5K | 0.15% | −408−2.2% | Reduced |
| Strategic Equity Management | 18,017 | $804.8K | 0.30% | −851−4.5% | Reduced |
| GoalVest Advisory LLC | 17,877 | $798.6K | 0.40% | −1,270−6.6% | Reduced |
| Los Angeles Capital Management LLC | 17,435 | $778.8K | 0.00% | +12,820+277.8% | Added |
| Venture Visionary Partners LLC | 17,340 | $774.6K | 0.05% | +543+3.2% | Added |
| Miracle Mile Advisors, LLC | 17,338 | $774.5K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 17,299 | $772.8K | 0.01% | −6,613−27.7% | Reduced |
| Mainstay Capital Management LLC | 17,275 | $771.7K | 0.16% | +3,355+24.1% | Added |
| PBMares Wealth Management LLC | 17,144 | $765.8K | 0.28% | −30−0.2% | Reduced |
| Ancora Advisors, LLC | 17,124 | $764.9K | 0.02% | −2,715−13.7% | Reduced |
| Violich Capital Management, Inc. | 17,096 | $764.0K | 0.13% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 17,085 | $763.2K | 0.03% | −353−2.0% | Reduced |
| Sawtooth Solutions, LLC | 17,085 | $763.2K | 0.02% | −348−2.0% | Reduced |
| First Horizon Advisors, Inc. | 17,016 | $760.1K | 0.03% | +126+0.7% | Added |
| Acorn Financial Advisory Services Inc | 16,973 | $751.9K | 0.13% | −3,159−15.7% | Reduced |
| Aptus Capital Advisors, LLC | 16,791 | $750.1K | 0.02% | +5,078+43.4% | Added |
| Verus Financial Partners, Inc. | 17,893 | $749.4K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 16,718 | $746.8K | 0.22% | −201−1.2% | Reduced |
| Park Place Capital Corp | 16,624 | $742.6K | 0.22% | +1,841+12.5% | Added |
| Burke & Herbert Bank & Trust Co | 16,615 | $742.2K | 0.60% | −2,332−12.3% | Reduced |
| Spirit of America Management Corp | 16,600 | $741.5K | 0.17% | −15,792−48.8% | Reduced |
| Greenleaf Trust | 16,435 | $734.2K | 0.01% | +2,479+17.8% | Added |
| Fort Washington Investment Advisors Inc | 16,383 | $731.8K | 0.01% | −5,600−25.5% | Reduced |
| Heritage Wealth Advisors | 16,372 | $731.3K | 0.04% | −5,360−24.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,313 | $728.7K | 0.09% | +12+0.1% | Added |
| Sovereign Financial Group, Inc. | 16,238 | $725.4K | 0.26% | −283−1.7% | Reduced |
| Econ Financial Services Corp | 16,200 | $723.7K | 0.53% | −21,982−57.6% | Reduced |
| St Germain D J Co Inc | 16,193 | $723.3K | 0.04% | −1,840−10.2% | Reduced |
| D.B. Root & Company, LLC | 15,950 | $712.5K | 0.28% | −291−1.8% | Reduced |
| Armor Investment Advisors, LLC | 15,944 | $712.2K | 0.42% | −914−5.4% | Reduced |
| Founders Financial Alliance, LLC | 15,942 | $712.1K | 0.31% | −564−3.4% | Reduced |
| Snowden Capital Advisors LLC | 15,846 | $707.9K | 0.03% | −1,124−6.6% | Reduced |
| Wealthcare Advisory Partners LLC | 15,816 | $706.5K | 0.03% | −1,399−8.1% | Reduced |
| Hendershot Investments Inc. | 15,769 | $704.4K | 0.12% | −339−2.1% | Reduced |
| Cypress Capital Group | 15,750 | $703.6K | 0.10% | −695−4.2% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $701.3K | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 15,697 | $701.2K | 0.16% | −12,769−44.9% | Reduced |
| RNC Capital Management LLC | 15,633 | $698.3K | 0.04% | −1,976−11.2% | Reduced |
| Shelton Capital Management | 15,632 | $698.3K | 0.03% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 15,532 | $693.8K | 0.44% | −2,588−14.3% | Reduced |
| Brown Brothers Harriman & Co | 15,387 | $687.3K | 0.01% | −3,551−18.8% | Reduced |
| HB Wealth Management, LLC | 15,368 | $686.5K | 0.01% | +1,533+11.1% | Added |
| Peoples Bank | 15,369 | $686.4K | 0.59% | +15,369 | New |
| Terry L. Blaker | 15,363 | $686.1K | 0.06% | −1,203−7.3% | Reduced |
| Boston Financial Mangement LLC | 15,348 | $685.6K | 0.03% | +1,767+13.0% | Added |
| Jacobi Capital Management LLC | 15,289 | $683.0K | 0.08% | −855−5.3% | Reduced |
| Harbour Investments, Inc. | 15,199 | $678.9K | 0.03% | +7,034+86.1% | Added |
| Waterfront Wealth Inc. | 17,012 | $671.8K | 0.22% | +548+3.3% | Added |
| Procyon Private Wealth Partners, LLC | 15,037 | $671.7K | 0.07% | −2,132−12.4% | Reduced |
| Vise Technologies, Inc. | 14,978 | $669.1K | 0.16% | +6,460+75.8% | Added |
| Glenview Trust Co | 14,977 | $669.0K | 0.02% | −5,815−28.0% | Reduced |
| Wealthspire Advisors, LLC | 14,862 | $663.9K | 0.01% | +906+6.5% | Added |
| Outfitter Financial LLC | 14,845 | $663.1K | 0.62% | −7,700−34.2% | Reduced |
| Fiduciary Group LLC | 14,839 | $662.9K | 0.08% | −4,340−22.6% | Reduced |
| TCTC Holdings, LLC | 14,779 | $660.2K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 16,177 | $657.4K | 0.27% | +1,367+9.2% | Added |
| Adams Wealth Management | 14,714 | $657.3K | 0.22% | +2,721+22.7% | Added |
| Haverford Trust Co | 14,701 | $656.7K | 0.01% | −500−3.3% | Reduced |
| Caldwell Trust Co | 14,615 | $652.9K | 0.09% | −2,417−14.2% | Reduced |
| First United Bank Trust | 14,615 | $652.6K | 0.30% | −1,663−10.2% | Reduced |
| Donaldson Capital Management, LLC | 14,574 | $651.0K | 0.03% | +1,744+13.6% | Added |
| Sumitomo Life Insurance Co | 14,419 | $644.1K | 0.02% | −455−3.1% | Reduced |
| TCI Wealth Advisors, Inc. | 14,418 | $644.1K | 0.08% | +645+4.7% | Added |
| Marco Investment Management LLC | 14,408 | $643.6K | 0.07% | −6,525−31.2% | Reduced |
| Bank of New Hampshire | 14,404 | $643.4K | 0.19% | −336−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,390 | $642.8K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,291 | $638.4K | 0.08% | +2,533+21.5% | Added |
| Joel Isaacson & Co., LLC | 14,286 | $638.2K | 0.04% | −2,531−15.1% | Reduced |
| MAI Capital Management | 14,234 | $635.8K | 0.01% | −289−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,201 | $634.4K | 0.01% | −6,223−30.5% | Reduced |
| Ingalls & Snyder LLC | 14,183 | $634.0K | 0.03% | +500+3.7% | Added |
| NTV Asset Management LLC | 14,096 | $629.7K | 0.11% | −1,087−7.2% | Reduced |
| CNB Bank | 14,035 | $626.9K | 0.37% | −686−4.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 13,963 | $623.7K | 0.27% | −1,169−7.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,944 | $622.9K | 0.02% | +352+2.6% | Added |
| Coldstream Capital Management Inc | 13,737 | $613.6K | 0.02% | +3,141+29.6% | Added |
| Csenge Advisory Group | 13,714 | $612.6K | 0.04% | +976+7.7% | Added |
| Liberty One Investment Management, LLC | 13,676 | $610.9K | 0.09% | +122+0.9% | Added |
| Mork Capital Management, LLC | 13,640 | $609.3K | 0.48% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 13,591 | $607.1K | 0.23% | −886−6.1% | Reduced |
| Canal Capital Management, LLC | 13,563 | $605.9K | 0.12% | +1,625+13.6% | Added |
| Pathway Financial Advisers, LLC | 13,563 | $605.8K | 0.25% | +13,563 | New |
| J.W. Cole Advisors, Inc. | 13,521 | $604.0K | 0.04% | −1,347−9.1% | Reduced |
| Wexford Capital LP | 13,500 | $603.0K | 0.14% | +9,000+200.0% | Added |
| Whittier Trust Co of Nevada Inc | 13,375 | $597.3K | 0.02% | −160−1.2% | Reduced |
| Bessemer Group Inc | 13,162 | $588.0K | 0.00% | +2,434+22.7% | Added |
| Two Sigma Securities, LLC | 13,144 | $587.1K | 0.03% | −3,739−22.1% | Reduced |
| Meyer Handelman Co | 12,965 | $579.1K | 0.02% | 00.0% | Unchanged |