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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 7,045 | $314.7K | 0.12% | −988−12.3% | Reduced |
| Hexagon Capital Partners LLC | 7,034 | $314.2K | 0.08% | +2,980+73.5% | Added |
| Parsons Capital Management Inc | 7,031 | $314.1K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,022 | $313.7K | 0.00% | +7,022 | New |
| Financial Network Wealth Management LLC | 7,417 | $313.0K | 0.15% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,007 | $313.0K | 0.06% | −1,011−12.6% | Reduced |
| Manchester Capital Management LLC | 7,000 | $312.7K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 6,985 | $312.0K | 0.17% | −1,465−17.3% | Reduced |
| Fragasso Group Inc. | 6,980 | $311.8K | 0.03% | −1,039−13.0% | Reduced |
| Boston Private Wealth LLC | 6,970 | $311.4K | 0.01% | −965−12.2% | Reduced |
| Tower Bridge Advisors | 6,918 | $309.0K | 0.03% | −2,029−22.7% | Reduced |
| Resources Management Corp | 6,904 | $308.0K | 0.05% | −350−4.8% | Reduced |
| Bogart Wealth, LLC | 6,890 | $307.8K | 0.02% | −132,564−95.1% | Reduced |
| Ameritas Advisory Services, LLC | 7,342 | $306.4K | 0.02% | +2,758+60.2% | Added |
| Northwest Bancshares, Inc. | 6,755 | $301.7K | 0.06% | −117−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,766 | $298.7K | 0.04% | +132+2.0% | Added |
| Valmark Advisers, Inc. | 6,674 | $298.1K | 0.01% | +250+3.9% | Added |
| Cipher Capital LP | 6,607 | $295.1K | 0.21% | −2,775−29.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,606 | $295.1K | 0.01% | −1,243−15.8% | Reduced |
| Bartlett & Co. LLC | 6,606 | $295.0K | 0.01% | −1,243−15.8% | Reduced |
| Delta Financial Group, Inc. | 6,598 | $295.0K | 0.10% | +115+1.8% | Added |
| Quadrant Capital Group LLC | 6,599 | $294.8K | 0.03% | −1,019−13.4% | Reduced |
| Balyasny Asset Management LLC | 6,593 | $294.5K | 0.00% | −2,626−28.5% | Reduced |
| Marex Group plc | 6,571 | $293.5K | 0.04% | +6,571 | New |
| Summit Financial Group Inc | 6,546 | $292.4K | 0.12% | −202−3.0% | Reduced |
| Farmers Trust Co | 6,522 | $291.3K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,505 | $290.6K | 0.06% | +1,508+30.2% | Added |
| Adalta Capital Management LLC | 6,500 | $290.0K | 0.20% | −800−11.0% | Reduced |
| Gateway Investment Advisers LLC | 6,491 | $290.0K | 0.00% | −203−3.0% | Reduced |
| Midwest Professional Planners, LTD. | 6,483 | $289.6K | 0.13% | +916+16.5% | Added |
| Summit Asset Management, LLC | 6,476 | $289.3K | 0.08% | +300+4.9% | Added |
| Salem Investment Counselors Inc | 6,472 | $289.1K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,463 | $288.7K | 0.02% | +6,463 | New |
| Camelot Portfolios, LLC | 6,403 | $286.1K | 0.27% | −18,260−74.0% | Reduced |
| Hummer Financial Advisory Services Inc | 6,401 | $285.9K | 0.29% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,397 | $285.8K | 0.01% | +38+0.6% | Added |
| Sunbelt Securities, Inc. | 6,389 | $285.4K | 0.04% | +427+7.2% | Added |
| Principle Wealth Partners LLC | 6,377 | $284.9K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,351 | $283.7K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 6,315 | $282.1K | 0.01% | −1,525−19.5% | Reduced |
| Aspiriant, LLC | 6,305 | $281.6K | 0.01% | +231+3.8% | Added |
| Hudock, Inc. | 6,299 | $281.4K | 0.07% | +7+0.1% | Added |
| Smith, Salley & Associates | 6,266 | $279.8K | 0.02% | −34,474−84.6% | Reduced |
| AFS Financial Group, LLC | 6,251 | $279.2K | 0.19% | +13+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,242 | $278.8K | 0.10% | +118+1.9% | Added |
| New Hampshire Trust | 6,227 | $278.2K | 0.08% | −25−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 6,222 | $277.9K | 0.04% | −7,828−55.7% | Reduced |
| Belpointe Asset Management LLC | 6,201 | $277.0K | 0.03% | −5,681−47.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,188 | $276.4K | 0.03% | −194−3.0% | Reduced |
| OLIO Financial Planning | 6,177 | $275.9K | 0.13% | +6,177 | New |
| Fulcrum Equity Management | 6,171 | $275.6K | 0.32% | −10−0.2% | Reduced |
| Congress Wealth Management LLC | 6,163 | $275.4K | 0.01% | +80+1.3% | Added |
| Campion Asset Management LLC | 6,156 | $275.0K | 0.25% | +320+5.5% | Added |
| FourThought Financial Partners, LLC | 6,116 | $273.2K | 0.04% | −138−2.2% | Reduced |
| Wolverine Trading, LLC | 6,115 | $273.2K | 0.00% | −18,920−75.6% | Reduced |
| Summit Trail Advisors, LLC | 6,075 | $271.4K | 0.01% | +1,947+47.2% | Added |
| Chicago Trust Co NA | 6,061 | $270.7K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,049 | $270.2K | 0.01% | +155+2.6% | Added |
| Kepos Capital LP | 6,046 | $270.0K | 0.05% | +2,196+57.0% | Added |
| Romano Brothers and Company | 6,050 | $269.6K | 0.04% | −1,225−16.8% | Reduced |
| Private Trust Co NA | 6,030 | $269.4K | 0.04% | +19+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,992 | $267.7K | 0.06% | +10.0% | Added |
| Brown Miller Wealth Management, LLC | 5,911 | $264.1K | 0.15% | −1,507−20.3% | Reduced |
| Philadelphia Trust Co | 5,905 | $264.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,906 | $263.9K | 0.02% | −130−2.2% | Reduced |
| Comerica Securities,inc. | 5,902 | $263.6K | 0.02% | −3,104−34.5% | Reduced |
| First Command Advisory Services, Inc. | 5,893 | $263.2K | 0.00% | +5,893 | New |
| Hyman Charles D | 5,872 | $262.0K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 5,864 | $262.0K | 0.02% | −954−14.0% | Reduced |
| Alpha Cubed Investments, LLC | 5,830 | $260.4K | 0.02% | −6−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,829 | $260.4K | 0.01% | +139+2.4% | Added |
| Klingenstein Fields & Co LP | 5,828 | $260.3K | 0.01% | −100−1.7% | Reduced |
| Lantz Financial LLC | 5,808 | $259.4K | 0.10% | +704+13.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,801 | $259.1K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 5,800 | $259.1K | 0.07% | +5,800 | New |
| Crawford Investment Counsel Inc | 5,738 | $256.3K | 0.01% | −1,750−23.4% | Reduced |
| Concord Wealth Partners | 5,717 | $255.4K | 0.05% | −1,151−16.8% | Reduced |
| Welch & Forbes LLC | 5,711 | $255.1K | 0.00% | −416−6.8% | Reduced |
| Ostrum Asset Management | 5,660 | $252.8K | 0.02% | −19,753−77.7% | Reduced |
| O'Connor Financial Group LLC | 5,652 | $252.5K | 0.17% | +190+3.5% | Added |
| Penobscot Investment Management Company, Inc. | 5,650 | $252.4K | 0.03% | +5,650 | New |
| Adirondack Trust Co | 5,645 | $252.1K | 0.13% | −2,188−27.9% | Reduced |
| V-Square Quantitative Management LLC | 5,640 | $251.9K | 0.11% | +4,156+280.1% | Added |
| ABN AMRO Bank N.V. | 5,630 | $251.3K | 0.00% | −540−8.8% | Reduced |
| Parallel Advisors, LLC | 5,613 | $250.7K | 0.01% | +863+18.2% | Added |
| Diligent Investors, LLC | 5,605 | $250.4K | 0.08% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,600 | $250.2K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,589 | $249.7K | 0.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,580 | $249.3K | 0.01% | +5,580 | New |
| Dynamic Advisor Solutions LLC | 5,526 | $246.8K | 0.01% | +122+2.3% | Added |
| Spinnaker Trust | 5,506 | $246.0K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,492 | $245.0K | 0.01% | −831−13.1% | Reduced |
| Corton Capital Inc. | 5,465 | $244.1K | 0.12% | −10,634−66.1% | Reduced |
| First City Capital Management, Inc. | 5,439 | $243.0K | 0.15% | +396+7.9% | Added |
| Abacus Planning Group, Inc. | 5,409 | $241.6K | 0.06% | +28+0.5% | Added |
| FinTrust Capital Advisors, LLC | 5,406 | $241.5K | 0.05% | +961+21.6% | Added |
| Resources Investment Advisors, LLC. | 5,383 | $240.5K | 0.01% | +492+10.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,355 | $239.2K | 0.07% | −120−2.2% | Reduced |
| Birchcreek Wealth Management, LLC | 5,351 | $239.0K | 0.16% | −400−7.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,350 | $239.0K | 0.00% | +5,350 | New |