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 |
|---|---|---|---|---|---|
| Aviva PLC | 12,856 | $574.3K | 0.00% | +400+3.2% | Added |
| Stonegate Investment Group, LLC | 12,838 | $573.5K | 0.02% | −8,933−41.0% | Reduced |
| Citizens National Bank Trust Department | 12,733 | $568.8K | 0.16% | −4,145−24.6% | Reduced |
| Meridian Financial Partners LLC | 13,849 | $563.0K | 0.58% | −269−1.9% | Reduced |
| HBK Sorce Advisory LLC | 12,449 | $556.1K | 0.02% | +540+4.5% | Added |
| Penn Mutual Asset Management, LLC | 12,426 | $555.1K | 0.52% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 12,357 | $552.0K | 0.36% | +599+5.1% | Added |
| Merit Financial Group, LLC | 12,321 | $550.4K | 0.02% | −880−6.7% | Reduced |
| BCGM Wealth Management, LLC | 12,314 | $550.1K | 0.25% | +2,746+28.7% | Added |
| Excalibur Management Corp | 12,295 | $549.2K | 0.29% | +1,931+18.6% | Added |
| HBW Advisory Services LLC | 12,291 | $549.0K | 0.11% | −336−2.7% | Reduced |
| Plimoth Trust Co LLC | 12,215 | $545.6K | 0.17% | +65+0.5% | Added |
| Equitable Holdings, Inc. | 12,166 | $543.5K | 0.01% | −333−2.7% | Reduced |
| Lindbrook Capital, LLC | 12,163 | $543.3K | 0.06% | +1,325+12.2% | Added |
| Schmidt P J Investment Management Inc | 13,358 | $542.9K | 0.12% | −2,060−13.4% | Reduced |
| SageView Advisory Group, LLC | 12,026 | $537.2K | 0.03% | −3,398−22.0% | Reduced |
| Capital Asset Advisory Services LLC | 12,488 | $536.5K | 0.04% | +298+2.4% | Added |
| Fund Management at Engine No. 1 LLC | 11,969 | $534.7K | 0.08% | +1,086+10.0% | Added |
| BKD Wealth Advisors, LLC | 11,937 | $533.2K | 0.02% | −2,788−18.9% | Reduced |
| Ti-Trust, Inc | 11,929 | $532.9K | 0.51% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 11,903 | $531.7K | 0.19% | −204−1.7% | Reduced |
| SS&H Financial Advisors, Inc. | 11,893 | $531.0K | 0.25% | +11,893 | New |
| Chesley Taft & Associates LLC | 11,874 | $530.4K | 0.03% | +200+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,744 | $525.0K | 0.02% | −3,619−23.6% | Reduced |
| Burney Co | 11,745 | $524.6K | 0.02% | +1,505+14.7% | Added |
| Insigneo Advisory Services, LLC | 11,742 | $524.5K | 0.11% | +840+7.7% | Added |
| River Wealth Advisors LLC | 11,640 | $520.0K | 0.09% | −2,443−17.3% | Reduced |
| Cornerstone Advisory, LLC | 11,536 | $515.3K | 0.09% | −1,165−9.2% | Reduced |
| United Bank | 11,466 | $512.2K | 0.07% | −2,635−18.7% | Reduced |
| Good Life Advisors, LLC | 11,455 | $511.7K | 0.06% | −39−0.3% | Reduced |
| Beacon Financial Advisory LLC | 11,419 | $510.1K | 0.28% | +325+2.9% | Added |
| Level Four Advisory Services, LLC | 11,394 | $508.9K | 0.03% | −7,287−39.0% | Reduced |
| Modera Wealth Management, LLC | 11,392 | $508.9K | 0.01% | −10,132−47.1% | Reduced |
| Mechanics Bank Trust Department | 11,388 | $508.7K | 0.08% | −40−0.4% | Reduced |
| Graham Capital Wealth Management, LLC | 9,787 | $506.8K | 1.20% | 00.0% | Unchanged |
| Campbell Wealth Management | 11,256 | $503.0K | 0.06% | +90+0.8% | Added |
| Elmwood Wealth Management, Inc. | 11,238 | $502.0K | 0.24% | +1,161+11.5% | Added |
| Signaturefd, LLC | 11,232 | $501.7K | 0.01% | +2,408+27.3% | Added |
| Keystone Financial Group | 11,112 | $496.4K | 0.08% | +1,465+15.2% | Added |
| Lion Street Advisors, LLC | 11,113 | $496.3K | 0.16% | +11,113 | New |
| Patten & Patten Inc | 10,971 | $490.1K | 0.04% | −1,266−10.3% | Reduced |
| Tranquility Partners, LLC | 10,803 | $482.6K | 0.21% | +118+1.1% | Added |
| Balentine LLC | 10,781 | $481.6K | 0.02% | +10,781 | New |
| Heritage Investors Management Corp | 10,777 | $481.0K | 0.02% | +74+0.7% | Added |
| Meridian Wealth Management, LLC | 10,736 | $479.6K | 0.03% | −112−1.0% | Reduced |
| Evercore Wealth Management, LLC | 10,728 | $479.2K | 0.01% | −3,228−23.1% | Reduced |
| TFG Advisers LLC | 10,701 | $478.0K | 0.22% | −2,327−17.9% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $477.8K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 10,580 | $472.6K | 0.16% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,527 | $470.2K | 0.02% | −225−2.1% | Reduced |
| Headinvest, LLC | 11,104 | $469.8K | 0.10% | −950−7.9% | Reduced |
| Wrapmanager Inc | 10,484 | $468.3K | 0.15% | −194−1.8% | Reduced |
| Wetherby Asset Management Inc | 10,470 | $467.7K | 0.03% | −409−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 10,452 | $466.9K | 0.01% | +1,219+13.2% | Added |
| Daymark Wealth Partners, LLC | 10,444 | $466.5K | 0.03% | +106+1.0% | Added |
| Chemung Canal Trust Co | 10,439 | $466.3K | 0.11% | −75−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,413 | $465.1K | 0.53% | −802−7.2% | Reduced |
| Old Port Advisors | 10,361 | $462.8K | 0.17% | +10,361 | New |
| U.S. Capital Wealth Advisors, LLC | 10,336 | $461.7K | 0.02% | −11,190−52.0% | Reduced |
| SPC Financial, Inc. | 10,278 | $459.1K | 0.05% | +949+10.2% | Added |
| NBC Securities, Inc. | 10,297 | $459.0K | 0.05% | +10,297 | New |
| Madison Wealth Management | 10,255 | $458.1K | 0.10% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 10,857 | $458.0K | 0.24% | −575−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,827 | $457.0K | 0.01% | +883+11.1% | Added |
| Longfellow Investment Management Co LLC | 10,226 | $456.8K | 0.12% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 9,592 | $456.0K | 0.09% | +1,330+16.1% | Added |
| Imprint Wealth LLC | 10,159 | $453.8K | 0.38% | +461+4.8% | Added |
| Lincoln National Corp | 10,158 | $453.8K | 0.01% | +476+4.9% | Added |
| Lido Advisors, LLC | 10,098 | $451.1K | 0.01% | +5,250+108.3% | Added |
| Continuum Advisory, LLC | 10,050 | $448.9K | 0.07% | +354+3.7% | Added |
| KCM Investment Advisors LLC | 9,979 | $445.7K | 0.02% | −7,787−43.8% | Reduced |
| Financial Advocates Investment Management | 9,966 | $445.2K | 0.03% | +668+7.2% | Added |
| Meeder Advisory Services, Inc. | 9,912 | $442.8K | 0.06% | −3,009−23.3% | Reduced |
| Commonwealth Retirement Investments LLC | 9,893 | $441.9K | 0.26% | +260+2.7% | Added |
| Rowland & Co Investment Counsel | 9,830 | $439.1K | 0.11% | +30.0% | Added |
| IHT Wealth Management, LLC | 9,830 | $439.1K | 0.02% | −2,540−20.5% | Reduced |
| CAPROCK Group, Inc. | 9,814 | $438.4K | 0.03% | −533−5.2% | Reduced |
| Renaissance Group LLC | 9,809 | $438.2K | 0.02% | −34−0.3% | Reduced |
| Tradewinds, LLC. | 9,778 | $436.8K | 0.26% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,772 | $436.5K | 0.01% | +9,772 | New |
| Hennion & Walsh Asset Management, Inc. | 9,762 | $436.1K | 0.03% | −5,397−35.6% | Reduced |
| Phoenix Wealth Advisors | 9,707 | $433.6K | 0.25% | +80+0.8% | Added |
| ICW Investment Advisors LLC | 9,670 | $431.9K | 0.23% | −841−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,657 | $431.4K | 0.02% | −401−4.0% | Reduced |
| Smithfield Trust Co | 9,612 | $431.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 9,648 | $431.0K | 0.20% | +1,109+13.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,647 | $430.9K | 0.06% | −1,418−12.8% | Reduced |
| Nations Financial Group Inc, | 9,586 | $428.2K | 0.04% | −1,162−10.8% | Reduced |
| Armstrong Advisory Group, Inc | 9,557 | $426.9K | 0.05% | +20.0% | Added |
| Keudell/Morrison Wealth Management | 9,551 | $426.6K | 0.13% | −1,183−11.0% | Reduced |
| Stratos Wealth Advisors, LLC | 9,521 | $425.3K | 0.03% | +1,173+14.1% | Added |
| Kidder Stephen W | 9,439 | $421.6K | 0.15% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 9,401 | $419.9K | 0.33% | +94+1.0% | Added |
| Centurion Wealth Management LLC | 9,388 | $419.4K | 0.21% | −218−2.3% | Reduced |
| Advisor Partners II, LLC | 9,369 | $418.5K | 0.02% | +3,337+55.3% | Added |
| BLB&B Advisors, LLC | 9,340 | $417.2K | 0.03% | −60−0.6% | Reduced |
| Shell Asset Management Co | 9,340 | $417.0K | 0.02% | −175−1.8% | Reduced |
| Bank of Hawaii | 9,300 | $415.4K | 0.02% | −233−2.4% | Reduced |
| VeraBank, N.A. | 9,295 | $415.2K | 0.16% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,290 | $415.0K | 0.01% | +9,290 | New |