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Livermore
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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.

Q4 2023 vs. Q3 2023

How the institutions holding Dominion Energy, Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of D: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,207171,239+49
Shares613.6M555.6K611.3M−1.73M (−0.3%)
Value$27.4B$24.8M$28.7B+$1.35B (+4.9%)

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held Dominion Energy, Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 157 by value.

Institutions new to D in Q4 2023
InstitutionSharesValue% of portfolio
ClearBridge Investments Ltd4,557,864$214.2M6.00%
Empyrean Capital Partners, LP1,572,000$73.9M4.48%
Point72 Asset Management, L.P.1,264,535$59.4M0.18%
Renaissance Technologies LLC1,010,436$47.5M0.07%
Reaves W H & Co Inc547,434$25.7M0.93%
Pathstone Holdings, LLC321,649$15.1M0.08%
Twin Tree Management, LP272,106$12.8M0.23%
Cantor Fitzgerald Investment Adviser L.P.232,991$11.0M0.85%
Magnetar Financial LLC90,486$4.25M0.11%
Dynamic Technology Lab Private Ltd68,801$3.23M0.34%
Stablepoint Partners, LLC55,653$2.62M0.67%
Resolution Capital Ltd52,132$2.45M0.04%
Lombard Odier Asset Management (Switzerland) SA43,088$2.03M0.27%
Maxi Investments CY Ltd42,500$2.00M0.56%
Crestline Management, LP39,645$1.86M0.17%
Morton Community Bank39,443$1.85M0.61%
Gratus Wealth Advisors, LLC37,906$1.78M0.35%
Sagefield Capital LP36,340$1.71M0.22%
Sciencast Management LP33,097$1.56M0.85%
Main Street Group, LTD24,414$1.15M0.40%
Concurrent Investment Advisors, LLC23,512$1.11M0.05%
Strategic Planning Group, LLC21,898$1.03M0.34%
FJ Investments, LLC21,800$1.02M0.05%
Groupama Asset Managment20,617$969.3K0.03%
Rothschild Investment LLC19,705$926.1K0.08%
Investment Management Corp of Ontario19,541$918.4K0.02%
Degroof Petercam Asset Management19,500$916.5K0.01%
Y-Intercept (Hong Kong) Ltd17,425$819.0K0.08%
Point72 Hong Kong Ltd16,694$784.6K0.05%
Arlington Capital Management, Inc.16,279$765.1K0.70%
HighPoint Advisor Group LLC13,552$654.0K0.05%
Oak Thistle LLC13,366$628.2K0.18%
Principal Securities, Inc.13,277$624.0K0.02%
TCW Group Inc13,221$622.2K0.01%
Ontario Teachers Pension Plan Board12,509$587.9K0.01%
Ables, Iannone, Moore & Associates, Inc.12,405$583.0K0.44%
Parallax Volatility Advisers, L.P.11,372$534.5K0.01%
Ballentine Partners, LLC11,268$529.6K0.01%
Maverick Capital LtdSuperinvestorMaverick Capital10,995$516.8K0.01%
Trust Point Inc.10,575$497.0K0.04%
Machina Capital S.A.S.10,459$491.6K0.32%
Quotient Wealth Partners, LLC9,568$449.7K0.02%
Harbour Trust & Investment Management Co8,861$416.5K0.06%
Syon Capital LLC8,748$411.2K0.04%
JBR Co Financial Management Inc7,716$362.7K0.34%
Sar Wealth Management Group, LLC7,477$351.4K0.35%
Searle & Co.7,037$330.7K0.09%
Cidel Asset Management Inc6,927$325.6K0.01%
Colony Group, LLC6,659$313.0K0.00%
Commerzbank Aktiengesellschaft6,605$311.0K0.01%
GAMMA Investing LLC6,697$306.2K0.08%
Premier Path Wealth Partners, LLC6,335$297.7K0.07%
Capital Management Corp6,236$293.1K0.06%
MidAtlantic Capital Management, Inc.6,100$286.7K0.28%
Precedent Wealth Partners, LLC5,957$280.0K0.14%
Sunpointe, LLC5,793$272.3K0.35%
Jeppson Wealth Management, LLC5,732$269.4K0.11%
Fidelis Capital Partners, LLC5,714$268.6K0.06%
Jump Financial, LLC5,649$265.5K0.01%
Axq Capital, LP5,600$263.2K0.07%
Grayhawk Investment Strategies Inc.5,566$261.6K0.13%
Scissortail Wealth Management, LLC5,690$258.5K0.08%
Lantern Wealth Advisors, LLC5,379$252.8K0.20%
Nabity-Jensen Investment Management Inc5,336$250.8K0.23%
CoreCap Advisors, LLC5,327$250.4K0.02%
Sterling Investment Counsel, LLC5,083$238.9K0.12%
Oxford Asset Management LLP5,052$237.4K0.36%
Longview Financial Advisors, Inc.5,006$235.3K0.19%
Waldron Private Wealth LLC4,983$234.2K0.01%
Scientech Research LLC4,970$233.6K0.23%
Lake Street Advisors Group, LLC4,957$233.0K0.01%
RSM US Wealth Management LLC4,927$231.6K0.01%
Investment Partners, Ltd.4,905$230.5K0.11%
Investment Partners Asset Management, Inc.4,840$227.5K0.23%
Northwest Financial Advisors4,803$225.7K0.19%
Trueblood Wealth Management, LLC4,769$224.1K0.14%
Walker Asset Management, LLC4,705$221.1K0.16%
Clearbridge Investments, LLC4,616$217.0K0.00%
Atomi Financial Group, Inc.4,608$216.6K0.03%
Meridian Financial, LLC4,574$215.0K0.17%
Deerfield Management Company, L.P. (Series C)4,495$211.3K0.00%
Concord Asset Management, LLC4,483$210.7K0.06%
Prio Wealth Limited Partnership4,474$210.3K0.01%
Flynn Zito Capital Management, LLC4,440$208.7K0.14%
Wedmont Private Capital4,226$207.1K0.02%
Regal Investment Advisors LLC4,381$205.9K0.02%
Sapient Capital LLC4,377$205.7K0.01%
Lloyd Advisory Services, LLC.4,362$205.0K0.10%
Cornerstone Wealth Management, LLC4,360$204.9K0.02%
Monument Group Wealth Advisors, LLC4,354$204.6K0.17%
Boston Family Office LLC4,316$203.0K0.02%
Qube Research & Technologies Ltd4,168$195.9K0.00%
FWL Investment Management, LLC4,135$194.3K0.11%
GeoWealth Management, LLC3,808$179.0K0.01%
Garner Asset Management Corp4,068$178.5K0.09%
Richardson Financial Services Inc.3,395$159.6K0.14%
DAGCO, Inc.2,617$123.0K0.11%
Dynamic Wealth Strategies, LLC2,617$123.0K0.11%
MeadowBrook Investment Advisors LLC2,440$114.7K0.11%
Burkett Financial Services, LLC2,266$106.5K0.06%

Sold out (108)

Institutions that held Dominion Energy, Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 108 by value.

Institutions that sold out of D in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Yaupon Capital Management LP281,633$12.6M
Cantor Fitzgerald, L. P.248,031$11.1M
Easterly Investment Partners LLC218,490$9.76M
Tudor Investment Corp Et Al205,590$9.18M
Hudson Bay Capital Management LP201,580$9.00M
HRT Financial LP146,591$6.55M
Twinbeech Capital LP125,248$5.59M
Edgemoor Investment Advisors, Inc.108,864$4.86M
Element Capital Management LLC97,209$4.34M
Intact Investment Management Inc.85,700$3.83M
Bayesian Capital Management, LP68,900$3.08M
Agf Management Ltd62,447$2.79M
Weiss Asset Management LP60,971$2.72M
John G Ullman & Associates Inc58,320$2.61M
Wallington Asset Management, LLC56,303$2.52M
Mirabella Financial Services LLP54,780$2.45M
Walleye Capital LLC53,728$2.40M
Soltis Investment Advisors LLC53,497$2.39M
Greenland Capital Management LP51,400$2.30M
Retireful, LLC46,283$2.07M
Teza Capital Management LLC40,925$1.83M
Exchange Capital Management, Inc.40,588$1.81M
Strategic Wealth Partners, Ltd.39,162$1.75M
Providence Capital Advisors, LLC36,772$1.64M
Gsa Capital Partners LLP29,883$1.33M
Secure Asset Management, LLC26,191$1.17M
Marks Group Wealth Management, Inc22,691$1.01M
Quadrature Capital Ltd22,167$990.2K
Engineers Gate Manager LP21,977$981.7K
Horan Capital Advisors, LLC.20,681$923.8K
Edgestream Partners, L.P.20,376$910.2K
MWA Asset Management19,868$887.5K
Bank Julius Baer & Co. Ltd, Zurich19,000$849.0K
Strategic Equity Management18,017$804.8K
Sky Investment Group LLC15,697$701.2K
Mork Capital Management, LLC13,640$609.3K
Wexford Capital LP13,500$603.0K
Fund Management at Engine No. 1 LLC11,969$534.7K
CAPROCK Group, Inc.9,814$438.4K
International Assets Investment Management, LLC8,742$397.4K
Alpha Family Trust8,430$376.6K
Asset Management Resources, LLC8,274$369.6K
StoneX Group Inc.8,255$368.7K
Moody National Bank Trust Division8,042$359.2K
Fiduciary Trust Co7,600$339.5K
Cordatus Wealth Management LLC7,570$338.0K
Alliance Wealth Advisors, LLC7,505$335.2K
Koshinski Asset Management, Inc.7,344$328.1K
Mendel Money Management6,985$312.0K
Voya Financial Advisors, Inc.6,766$298.7K
Cipher Capital LP6,607$295.1K
AFS Financial Group, LLC6,251$279.2K
Wolverine Trading, LLC6,115$273.2K
Chicago Trust Co NA6,061$270.7K
Wealth Advisors of Tampa Bay, LLC5,800$259.1K
Crawford Investment Counsel Inc5,738$256.3K
O'Connor Financial Group LLC5,652$252.5K
Group One Trading, L.P.5,580$249.3K
Corton Capital Inc.5,465$244.1K
Bedell Frazier Investment Counseling, LLC5,355$239.2K
Horizon Kinetics Asset Management LLC5,350$239.0K
Register Financial Advisors LLC5,211$232.8K
CIC Wealth, LLC5,069$226.4K
Strategic Advocates LLC5,042$225.2K
Northcape Wealth Management, LLC4,941$220.7K
Petra Financial Advisors Inc4,901$218.9K
Sentry Investment Management LLC4,858$217.0K
Sheaff Brock Investment Advisors, LLC4,760$212.6K
Cape Cod Five Cents Savings Bank4,756$212.4K
Equitable Trust Co4,713$210.5K
Forum Financial Management, LP4,707$210.2K
Franklin Street Advisors Inc4,704$210.0K
Flagship Harbor Advisors, LLC4,630$206.8K
Verity Asset Management, Inc.4,592$205.1K
Essex Financial Services, Inc.4,557$203.5K
Stiles Financial Services Inc4,551$203.3K
Girard Partners Ltd.4,503$201.2K
Golden State Equity Partners4,494$200.7K
Riverview Trust Co2,343$104.7K
Cutler Group LP2,130$95.0K
Asahi Life Asset Management Co., Ltd.1,970$88.0K
Stonebridge Capital Advisors LLC1,918$85.7K
Leonteq Securities AG1,865$83.3K
Sugarloaf Wealth Management, LLC1,500$67.0K
Kapitalo Investimentos Ltda1,430$63.9K
Walleye Trading LLC1,422$63.5K
Carmel Capital Partners, LLC1,326$59.2K
West Tower Group, LLC1,250$55.8K
Authentikos Wealth Advisory, LLC986$44.0K
Briaud Financial Planning, Inc819$36.0K
Cherry Tree Wealth Management, LLC710$31.7K
NVWM, LLC650$29.0K
Legacy Financial Group LLC541$24.2K
Acima Private Wealth, LLC500$22.3K
West Branch Capital LLC495$22.1K
Centerpoint Advisors, LLC499$22.0K
Baker Avenue Asset Management, LP301$13.4K
SkyView Investment Advisors, LLC105$5.00K
St. Johns Investment Management Company, LLC100$4.47K
Red Tortoise LLC97$4.33K

Not filed for Q4 2023 yet (17)

Institutions that held Dominion Energy, Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding D in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC303,404$13.6M
First Republic Investment Management, Inc.117,779$5.26M
BTC Capital Management, Inc.44,517$1.99M
Rothschild Investment Corp24,170$1.08M
Madison Wealth Management10,255$458.1K
Tradewinds, LLC.9,778$436.8K
Advisor Partners II, LLC9,369$418.5K
Bryn Mawr Trust Co9,154$408.9K
Colony Group LLC7,262$324.0K
Comerica Securities,inc.5,902$263.6K
Syntax Advisors, LLC5,225$233.4K
Column Capital Advisors, LLC4,000$178.7K
Sutton Wealth Advisors Inc.3,058$136.6K
Kenfarb & Co.1,003$44.8K
Foster Dykema Cabot & Co Inc550$25.0K
Steward Financial Group LLC170$7.00K
KB Financial Partners, LLC21$1.00K