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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 9,265 | $413.9K | 0.02% | −27−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,257 | $413.5K | 0.15% | −700−7.0% | Reduced |
| Clarius Group, LLC | 9,230 | $412.3K | 0.04% | +2,217+31.6% | Added |
| Private Wealth Partners, LLC | 9,200 | $411.0K | 0.04% | +500+5.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,377 | $410.0K | 0.22% | −117,755−92.6% | Reduced |
| Bryn Mawr Trust Co | 9,154 | $408.9K | 0.02% | −24−0.3% | Reduced |
| Catalyst Financial Partners LLC | 9,122 | $407.5K | 0.13% | +180+2.0% | Added |
| Wedbush Securities Inc | 9,086 | $406.0K | 0.02% | −4,291−32.1% | Reduced |
| Prossimo Advisors, LLC | 9,088 | $406.0K | 0.96% | −46−0.5% | Reduced |
| TCG Advisory Services, LLC | 9,059 | $404.7K | 0.06% | +1,408+18.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,973 | $400.8K | 0.20% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,964 | $400.4K | 0.01% | +441+5.2% | Added |
| Chesapeake Wealth Management | 8,964 | $400.4K | 0.17% | −827−8.4% | Reduced |
| Central Bank & Trust Co | 8,949 | $399.7K | 0.07% | +6,862+328.8% | Added |
| Cigna Investments Inc | 8,928 | $399.0K | 0.09% | −1,153−11.4% | Reduced |
| Grimes & Company, Inc. | 8,923 | $398.6K | 0.02% | +86+1.0% | Added |
| We Are One Seven, LLC | 8,901 | $397.6K | 0.03% | +111+1.3% | Added |
| International Assets Investment Management, LLC | 8,742 | $397.4K | 0.05% | +8,742 | New |
| TownSquare Capital, LLC | 8,869 | $396.2K | 0.01% | +923+11.6% | Added |
| Delta Asset Management LLC | 8,858 | $395.7K | 0.04% | −2,895−24.6% | Reduced |
| Hantz Financial Services, Inc. | 8,852 | $395.0K | 0.01% | −1,134−11.4% | Reduced |
| Marcum Wealth, LLC | 8,825 | $394.2K | 0.05% | +158+1.8% | Added |
| Moneta Group Investment Advisors LLC | 8,802 | $393.2K | 0.01% | −2,543−22.4% | Reduced |
| Eagle Ridge Investment Management | 8,789 | $392.6K | 0.04% | 00.0% | Unchanged |
| Welch Group, LLC | 8,781 | $392.2K | 0.02% | −1,600−15.4% | Reduced |
| Eudaimonia Partners, LLC | 8,769 | $391.7K | 0.09% | +1,113+14.5% | Added |
| Fruth Investment Management | 8,775 | $391.0K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,741 | $390.5K | 0.01% | −1,387−13.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,655 | $386.6K | 0.09% | −200−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 8,611 | $384.7K | 0.08% | +364+4.4% | Added |
| Perpetual Ltd | 8,600 | $384.2K | 0.00% | +2,100+32.3% | Added |
| Gleason Group, Inc. | 8,596 | $384.0K | 0.10% | +117+1.4% | Added |
| Cullen Capital Management LLC | 8,518 | $380.5K | 0.00% | −427−4.8% | Reduced |
| Cedrus LLC | 8,491 | $379.3K | 0.27% | +1,698+25.0% | Added |
| Alpha Family Trust | 8,430 | $376.6K | 0.29% | +1,710+25.4% | Added |
| Leavell Investment Management, Inc. | 8,428 | $376.0K | 0.03% | −400−4.5% | Reduced |
| Allworth Financial LP | 8,367 | $373.8K | 0.00% | +354+4.4% | Added |
| Montag A & Associates Inc | 8,332 | $372.2K | 0.02% | +40.0% | Added |
| Kingswood Wealth Advisors, LLC | 8,298 | $370.7K | 0.06% | +8,298 | New |
| West Family Investments, Inc. | 8,286 | $370.1K | 0.13% | +8,286 | New |
| Centre Asset Management, LLC | 8,281 | $370.0K | 0.09% | −127−1.5% | Reduced |
| Asset Management Resources, LLC | 8,274 | $369.6K | 0.23% | +690+9.1% | Added |
| Cobblestone Capital Advisors LLC | 8,263 | $369.1K | 0.03% | −578−6.5% | Reduced |
| Visionary Wealth Advisors | 8,261 | $369.0K | 0.03% | −88,780−91.5% | Reduced |
| StoneX Group Inc. | 8,255 | $368.7K | 0.04% | +8,255 | New |
| EP Wealth Advisors, LLC | 8,250 | $368.6K | 0.01% | +1,719+26.3% | Added |
| Whittier Trust Co | 8,221 | $367.1K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 8,674 | $367.0K | 0.13% | −971−10.1% | Reduced |
| MidWestOne Financial Group, Inc. | 8,213 | $366.9K | 0.08% | −4,346−34.6% | Reduced |
| NEOS Investment Management LLC | 8,207 | $366.6K | 0.05% | +8,207 | New |
| Thrive Capital Management, LLC | 8,163 | $364.7K | 0.20% | +512+6.7% | Added |
| Colonial Trust Co | 8,114 | $362.4K | 0.09% | −143−1.7% | Reduced |
| Kovack Advisors, Inc. | 8,102 | $361.9K | 0.05% | −311−3.7% | Reduced |
| Camden National Bank | 8,086 | $361.2K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 8,067 | $360.4K | 0.02% | +2,466+44.0% | Added |
| Moody National Bank Trust Division | 8,042 | $359.2K | 0.02% | −660−7.6% | Reduced |
| Park National Corp | 7,972 | $356.1K | 0.02% | −300−3.6% | Reduced |
| Holderness Investments Co | 7,957 | $355.4K | 0.14% | +38+0.5% | Added |
| Commonwealth Financial Services, LLC | 7,910 | $353.3K | 0.11% | +7,910 | New |
| Beech Hill Advisors, Inc. | 7,908 | $353.3K | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,890 | $352.4K | 0.02% | −15,911−66.9% | Reduced |
| Derbend Asset Management | 7,889 | $352.4K | 0.24% | −940−10.6% | Reduced |
| Credit Agricole S A | 7,869 | $351.5K | 0.01% | +7,869 | New |
| Blue Fin Capital, Inc. | 7,852 | $350.8K | 0.10% | −10.0% | Reduced |
| 1st Source Bank | 7,829 | $349.7K | 0.02% | −195−2.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,828 | $349.7K | 0.03% | +2,200+39.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,805 | $348.6K | 0.07% | +615+8.6% | Added |
| Invesco, LLC | 7,750 | $346.2K | 0.17% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 7,740 | $345.7K | 0.04% | −1,163−13.1% | Reduced |
| First National Bank & Trust Co of Newtown | 7,703 | $344.0K | 0.08% | −533−6.5% | Reduced |
| Ossiam | 7,700 | $344.0K | 0.01% | +1,678+27.9% | Added |
| Centennial Wealth Advisory LLC | 7,678 | $343.0K | 0.18% | −54−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 7,679 | $342.0K | 0.07% | +1,050+15.8% | Added |
| Cambridge Trust Co | 7,647 | $341.6K | 0.02% | +3,211+72.4% | Added |
| RVW Wealth, LLC | 7,617 | $340.3K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,600 | $339.5K | 0.01% | −4,458−37.0% | Reduced |
| Intrust Bank NA | 7,585 | $338.8K | 0.04% | +900+13.5% | Added |
| Independent Financial Group, LLC | 7,585 | $338.8K | 0.02% | +3,403+81.4% | Added |
| Smith, Moore & Co. | 7,573 | $338.3K | 0.04% | −205−2.6% | Reduced |
| Cordatus Wealth Management LLC | 7,570 | $338.0K | 0.31% | −119−1.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,554 | $337.4K | 0.19% | +563+8.1% | Added |
| IFP Advisors, Inc | 7,519 | $335.9K | 0.02% | −7,890−51.2% | Reduced |
| Investors Research Corp | 7,513 | $335.6K | 0.09% | +17+0.2% | Added |
| Alliance Wealth Advisors, LLC | 7,505 | $335.2K | 0.24% | −60−0.8% | Reduced |
| Two Sigma Advisers, LP | 7,500 | $335.0K | 0.00% | −405,300−98.2% | Reduced |
| Virtu Financial LLC | 7,475 | $334.0K | 0.03% | +7,475 | New |
| Sheets Smith Wealth Management | 7,411 | $331.0K | 0.05% | +68+0.9% | Added |
| United Asset Strategies, Inc. | 7,372 | $329.3K | 0.04% | −79−1.1% | Reduced |
| Busey Wealth Management | 7,370 | $329.2K | 0.01% | −1,307−15.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,344 | $328.1K | 0.04% | +27+0.4% | Added |
| RiverFront Investment Group, LLC | 7,321 | $327.0K | 0.01% | +3,092+73.1% | Added |
| Westwood Holdings Group Inc. | 7,268 | $325.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 7,268 | $324.7K | 0.01% | −4,134−36.3% | Reduced |
| Empowered Funds, LLC | 7,267 | $324.6K | 0.01% | +1,333+22.5% | Added |
| Colony Group LLC | 7,262 | $324.0K | 0.00% | −2,306−24.1% | Reduced |
| Compass Ion Advisors, LLC | 7,208 | $322.0K | 0.06% | +7,208 | New |
| Acadian Asset Management LLC | 7,127 | $318.0K | 0.00% | +162+2.3% | Added |
| Colonial Trust Advisors | 7,111 | $317.7K | 0.04% | −500−6.6% | Reduced |
| CWA Asset Management Group, LLC | 7,107 | $317.5K | 0.02% | −735−9.4% | Reduced |
| Morningstar Investment Management LLC | 7,050 | $315.0K | 0.04% | +1,076+18.0% | Added |