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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.

13F holders, Q4 2023

Institutional positions in Dominion Energy, Inc as of Dec 31, 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
1,239
+49 vs. Q3 2023
Shares held
611.3M
−1.73M (−0.3%) vs. Q3 2023
Total value
$28.7B
+$1.35B (+4.9%) vs. Q3 2023
New holders
157
336 more added
Sold out
108
596 more reduced

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,239 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2023: $28.7B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2023.

Institutions holding D in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners0$60.00%0Unchanged
Dogwood Wealth Management LLC0$70.00%0New
Valued Wealth Advisors LLC3$1350.00%+3New
American National Bank8$3760.00%−136−94.4%Reduced
TFC Financial Management11$5170.00%−50−82.0%Reduced
WestEnd Advisors, LLC12$5640.00%−10−45.5%Reduced
Delos Wealth Advisors, LLC12$5640.00%00.0%Unchanged
SJS Investment Consulting Inc.18$8460.00%+5+38.5%Added
Chilton Capital Management LLC19$8930.00%+19New
Transamerica Financial Advisors, Inc.10$1.00K0.00%−9−47.4%Reduced
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners35$1.00K0.00%+1+2.9%Added
Fortis Group Advisors, LLC26$1.22K0.00%+13+100.0%Added
Legend Financial Advisors, Inc.26$1.22K0.00%+26New
Atlas Capital Advisors LLC28$1.32K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$1.36K0.00%00.0%Unchanged
Beacon Capital Management, LLC36$1.61K0.00%00.0%Unchanged
Eukles Asset Management40$1.88K0.00%00.0%Unchanged
Tortoise Investment Management, LLC44$2.07K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.07K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC50$2.35K0.00%00.0%Unchanged
WealthCollab, LLC54$2.54K0.00%+54New
Dunhill Financial, LLC55$2.57K0.00%+55New
Princeton Global Asset Management LLC55$2.60K0.00%00.0%Unchanged
Bellevue Asset Management, LLC56$2.68K0.00%−200−78.1%Reduced
Ritter Daniher Financial Advisory LLC62$2.91K0.00%00.0%Unchanged
Greenwood Gearhart Inc62$2.91K0.00%+62New
Frank, Rimerman Advisors LLC62$2.91K0.00%+62New
Loomis Sayles & Co L P58$3.00K0.00%+58New
University of Texas/Texas Am Investment Managment Co66$3.10K0.00%+66New
Raffa Wealth Management, LLC67$3.15K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC72$3.38K0.00%00.0%Unchanged
PSI Advisors, LLC73$3.43K0.00%00.0%Unchanged
Pacifica Partners Inc.75$3.47K0.00%00.0%Unchanged
United Community Bank76$3.57K0.00%+76New
Clarity Asset Management, Inc.84$3.95K0.00%+84New
Kayne Anderson Rudnick Investment Management LLC84$3.95K0.00%00.0%Unchanged
Clear Street Markets LLC88$4.00K0.00%+88New
Signature Resources Capital Management, LLC86$4.04K0.00%+86New
Laffer Tengler Investments92$4.32K0.00%+92New
Rogco, LP99$4.65K0.00%+4+4.2%Added
Mascoma Wealth Management LLC100$4.70K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$4.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC107$5.03K0.00%−19−15.1%Reduced
Jackson, Grant Investment Advisers, Inc.109$5.12K0.00%−325−74.9%Reduced
Fortitude Family Office, LLC111$5.22K0.00%+111New
Clear Point Advisors Inc.119$5.59K0.00%+119New
AlphaMark Advisors, LLC125$6.00K0.00%00.0%Unchanged
Avion Wealth136$6.00K0.00%−19−12.3%Reduced
MB, Levis & Associates, LLC130$6.11K0.00%+2+1.6%Added
DiNuzzo Private Wealth, Inc.134$6.30K0.00%+134New
Archer Investment Corp136$6.39K0.00%−21−13.4%Reduced
Newton One Investments LLC137$6.46K0.00%+1+0.7%Added
Wetzel Investment Advisors, Inc.140$7.00K0.00%+140New
Kozak & Associates, Inc.152$7.11K0.00%+2+1.3%Added
Rakuten Securities, Inc.152$7.14K0.01%+152New
Nemes Rush Group LLC154$7.24K0.00%00.0%Unchanged
Security National Bank159$7.47K0.00%+159New
Prestige Wealth Management Group LLC163$7.66K0.00%+163New
Ramirez Asset Management, Inc.166$7.80K0.00%00.0%Unchanged
GoalVest Advisory LLC182$8.55K0.00%−17,695−99.0%Reduced
JFS Wealth Advisors, LLC184$8.65K0.00%+26+16.5%Added
Solstein Capital, LLC185$8.70K0.01%00.0%Unchanged
Cornerstone Planning Group LLC188$8.84K0.00%−20−9.6%Reduced
Arcadia Investment Advisors LLC190$8.93K0.01%+190New
Bollard Group LLC198$9.00K0.00%00.0%Unchanged
First PREMIER Bank200$9.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$9.00K0.01%00.0%Unchanged
HBC Financial Services, PLLC200$9.00K0.01%00.0%Unchanged
Albion Financial Group200$9.40K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec200$9.40K0.00%00.0%Unchanged
Activest Wealth Management200$9.40K0.01%+200New
Cetera Trust Company, N.A200$9.40K0.01%+200New
LM Advisors LLC200$9.40K0.00%+200New
Perritt Capital Management Inc204$9.63K0.01%+2+1.0%Added
Winch Advisory Services, LLC208$9.78K0.00%+2+1.0%Added
Westside Investment Management, Inc.210$9.87K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC212$9.96K0.00%+137+182.7%Added
Chelsea Counsel Co213$10.0K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.213$10.0K0.00%−1,873−89.8%Reduced
West Paces Advisors Inc.213$10.0K0.00%+16+8.1%Added
McIlrath & Eck, LLC230$10.8K0.00%00.0%Unchanged
Kelly Financial Services LLC230$10.8K0.00%+3+1.3%Added
Baldwin Brothers Inc232$10.9K0.00%00.0%Unchanged
First Pacific Financial233$11.0K0.00%+233New
Quarry LP239$11.2K0.01%+239New
Vermillion & White Wealth Management Group, LLC243$11.4K0.01%+243New
Legacy Bridge, LLC245$11.5K0.01%00.0%Unchanged
Pineridge Advisors LLC251$11.8K0.00%+251New
Long Island Wealth Management, Inc.246$12.0K0.01%+246New
Thompson Investment Management, Inc.259$12.2K0.00%+10+4.0%Added
Highlander Capital Management, LLC267$12.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.277$13.0K0.00%−349−55.8%Reduced
Miller Wealth Advisors, LLC280$13.2K0.01%00.0%Unchanged
Abound Wealth Management281$13.2K0.01%+61+27.7%Added
Bare Financial Services, Inc282$13.3K0.03%+282New
Tradition Wealth Management, LLC305$14.0K0.00%−51−14.3%Reduced
JNBA Financial Advisors300$14.1K0.00%+53+21.5%Added
Ruedi Wealth Management, Inc.302$14.2K0.01%−501−62.4%Reduced
Team Financial Group, LLC307$14.4K0.01%+4+1.3%Added