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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ascent Group, LLC | 39,300 | $1.78M | 0.17% | −1,246−3.1% | Reduced |
| Gratus Wealth Advisors, LLC | 37,906 | $1.78M | 0.35% | +37,906 | New |
| Argent Trust Co | 37,934 | $1.78M | 0.09% | −3,520−8.5% | Reduced |
| Leelyn Smith, LLC | 38,028 | $1.79M | 0.39% | −602−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 38,091 | $1.79M | 0.07% | −77,560−67.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 38,208 | $1.80M | 0.19% | −3,403−8.2% | Reduced |
| Atria Wealth Solutions, Inc. | 38,248 | $1.80M | 0.02% | +2,733+7.7% | Added |
| Teacher Retirement System of Texas | 38,423 | $1.81M | 0.01% | −26,341−40.7% | Reduced |
| Slocum, Gordon & Co LLP | 38,472 | $1.81M | 1.59% | +551+1.5% | Added |
| Fulton Bank, N.A. | 38,628 | $1.82M | 0.08% | −1,785−4.4% | Reduced |
| Dakota Wealth Management | 39,216 | $1.84M | 0.07% | −13,304−25.3% | Reduced |
| Morton Community Bank | 39,443 | $1.85M | 0.61% | +39,443 | New |
| Crestline Management, LP | 39,645 | $1.86M | 0.17% | +39,645 | New |
| First Bank & Trust | 39,827 | $1.87M | 0.45% | +1,570+4.1% | Added |
| Ally Financial Inc. | 40,000 | $1.88M | 0.25% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 40,024 | $1.88M | 0.61% | −4,942−11.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,314 | $1.89M | 0.00% | +35,734+780.2% | Added |
| Toth Financial Advisory Corp | 40,462 | $1.90M | 0.26% | −2,306−5.4% | Reduced |
| Nordea Investment Management AB | 40,619 | $1.91M | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 40,955 | $1.92M | 0.24% | −1,719−4.0% | Reduced |
| Mercer Global Advisors Inc | 41,284 | $1.94M | 0.01% | −5,505−11.8% | Reduced |
| Vectors Research Management, LLC | 41,546 | $1.95M | 0.55% | −2,910−6.5% | Reduced |
| First Hawaiian Bank | 41,573 | $1.95M | 0.06% | +7,654+22.6% | Added |
| Alpha Omega Wealth Management LLC | 42,058 | $1.98M | 0.33% | −5,073−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,419 | $1.99M | 0.03% | +3,238+8.3% | Added |
| Maxi Investments CY Ltd | 42,500 | $2.00M | 0.56% | +42,500 | New |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.00M | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 42,890 | $2.02M | 0.02% | +35,868+510.8% | Added |
| Cetera Advisors LLC | 43,005 | $2.02M | 0.03% | +56+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,088 | $2.03M | 0.27% | +43,088 | New |
| NovaPoint Capital, LLC | 43,329 | $2.04M | 0.76% | −2,969−6.4% | Reduced |
| New Mexico Educational Retirement Board | 43,473 | $2.04M | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 43,756 | $2.06M | 0.04% | −4,238−8.8% | Reduced |
| Graham Capital Wealth Management, LLC | 44,338 | $2.08M | 5.49% | +34,551+353.0% | Added |
| Cubist Systematic Strategies, LLC | 44,613 | $2.10M | 0.03% | −10,315−18.8% | Reduced |
| AMG National Trust Bank | 44,756 | $2.10M | 0.07% | +38,441+608.7% | Added |
| Everett Harris & Co | 44,979 | $2.11M | 0.03% | −3,855−7.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 45,362 | $2.13M | 0.23% | −2,796−5.8% | Reduced |
| Redwood Investment Management, LLC | 45,665 | $2.15M | 0.20% | +4,791+11.7% | Added |
| Hartford Financial Management Inc. | 46,135 | $2.17M | 0.49% | +1,169+2.6% | Added |
| Colonial River Wealth Management, LLC | 46,541 | $2.19M | 1.30% | +20,676+79.9% | Added |
| Bill Few Associates, Inc. | 47,312 | $2.22M | 1.01% | −481−1.0% | Reduced |
| SG Americas Securities, LLC | 47,365 | $2.23M | 0.02% | +17,565+58.9% | Added |
| Carret Asset Management, LLC | 47,455 | $2.23M | 0.28% | −5,917−11.1% | Reduced |
| Cresset Asset Management, LLC | 48,349 | $2.27M | 0.01% | −3,948−7.5% | Reduced |
| Metis Global Partners, LLC | 48,660 | $2.29M | 0.09% | −1,202−2.4% | Reduced |
| Cornerstone Advisors, LLC | 48,900 | $2.30M | 0.10% | −6,000−10.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 49,765 | $2.34M | 0.51% | −14,362−22.4% | Reduced |
| Rockefeller Capital Management L.P. | 50,172 | $2.36M | 0.01% | +6,330+14.4% | Added |
| Louisiana State Employees Retirement System | 50,600 | $2.38M | 0.05% | −1,200−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 50,711 | $2.38M | 0.03% | +1,031+2.1% | Added |
| Westpac Banking Corp | 51,493 | $2.42M | 0.20% | −2,156−4.0% | Reduced |
| Resolution Capital Ltd | 52,132 | $2.45M | 0.04% | +52,132 | New |
| Advisors Management Group Inc | 52,317 | $2.46M | 0.67% | −906−1.7% | Reduced |
| Bradley Foster & Sargent Inc | 52,433 | $2.46M | 0.05% | +1,264+2.5% | Added |
| Oppenheimer & Co Inc | 52,559 | $2.47M | 0.05% | −35,606−40.4% | Reduced |
| Securian Asset Management, Inc | 52,937 | $2.49M | 0.07% | −7,111−11.8% | Reduced |
| Richard Bernstein Advisors LLC | 53,011 | $2.49M | 0.06% | +28+0.1% | Added |
| Avantax Advisory Services, Inc. | 53,577 | $2.52M | 0.02% | −2,601−4.6% | Reduced |
| Kempen Capital Management N.V. | 53,642 | $2.52M | 0.04% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 49,600 | $2.58M | 0.18% | −5,400−9.8% | Reduced |
| Pacer Advisors, Inc. | 55,183 | $2.59M | 0.01% | −44,079−44.4% | Reduced |
| KBC Group NV | 55,277 | $2.60M | 0.01% | +2,833+5.4% | Added |
| Stablepoint Partners, LLC | 55,653 | $2.62M | 0.67% | +55,653 | New |
| Hartford Investment Management Co | 56,307 | $2.65M | 0.10% | −667−1.2% | Reduced |
| Thrivent Financial for Lutherans | 56,808 | $2.67M | 0.01% | −5,927−9.4% | Reduced |
| Capital Investment Advisory Services, LLC | 57,072 | $2.68M | 0.25% | +6,912+13.8% | Added |
| WSFS Capital Management, LLC | 58,200 | $2.74M | 0.17% | −57,642−49.8% | Reduced |
| Prospera Financial Services Inc | 58,323 | $2.74M | 0.09% | −4,802−7.6% | Reduced |
| Carson Advisory Inc. | 58,488 | $2.75M | 2.14% | −4,117−6.6% | Reduced |
| Baird Financial Group, Inc. | 58,494 | $2.75M | 0.01% | −27,189−31.7% | Reduced |
| Virtu Financial LLC | 61,989 | $2.91M | 0.23% | +54,514+729.3% | Added |
| Independent Advisor Alliance | 62,504 | $2.94M | 0.11% | +10,730+20.7% | Added |
| Silvercrest Asset Management Group LLC | 62,808 | $2.95M | 0.02% | −13,143−17.3% | Reduced |
| Manhattan West Asset Management, LLC | 62,835 | $2.95M | 0.83% | +14,450+29.9% | Added |
| Vestcor Inc | 64,282 | $3.02M | 0.10% | −221−0.3% | Reduced |
| Maryland State Retirement & Pension System | 65,060 | $3.06M | 0.06% | +1,218+1.9% | Added |
| NBC Securities, Inc. | 65,271 | $3.07M | 0.31% | +54,974+533.9% | Added |
| TD Private Client Wealth LLC | 65,415 | $3.07M | 0.11% | −15,145−18.8% | Reduced |
| Kentucky Retirement Systems | 66,953 | $3.15M | 0.10% | +2,862+4.5% | Added |
| Dynamic Technology Lab Private Ltd | 68,801 | $3.23M | 0.34% | +68,801 | New |
| Gulf International Bank (UK) Ltd | 68,938 | $3.24M | 0.09% | −7,068−9.3% | Reduced |
| Bridge Creek Capital Management LLC | 68,983 | $3.24M | 1.13% | +5,695+9.0% | Added |
| Teachers Retirement System of the State of Kentucky | 71,505 | $3.36M | 0.03% | −3,091−4.1% | Reduced |
| GWM Advisors LLC | 74,088 | $3.36M | 0.03% | −821−1.1% | Reduced |
| Trust Co of Virginia | 71,616 | $3.37M | 0.34% | −1,692−2.3% | Reduced |
| Wealthfront Advisers LLC | 72,211 | $3.39M | 0.01% | −28,090−28.0% | Reduced |
| Elo Mutual Pension Insurance Co | 73,056 | $3.43M | 0.09% | +3,091+4.4% | Added |
| JustInvest LLC | 73,394 | $3.45M | 0.09% | +22,722+44.8% | Added |
| Peapack Gladstone Financial Corp | 74,012 | $3.48M | 0.06% | −10,774−12.7% | Reduced |
| Daiwa Securities Group Inc. | 74,238 | $3.49M | 0.02% | +4,370+6.3% | Added |
| XML Financial, LLC | 74,651 | $3.51M | 0.37% | −3,113−4.0% | Reduced |
| Geneos Wealth Management Inc. | 74,753 | $3.51M | 0.17% | −20,297−21.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 75,610 | $3.55M | 0.64% | +19,800+35.5% | Added |
| Old Point Trust & Financial Services N A | 76,379 | $3.59M | 1.45% | −4,926−6.1% | Reduced |
| Synovus Financial Corp | 77,516 | $3.64M | 0.05% | +20,353+35.6% | Added |
| Capital Investment Advisors, LLC | 79,425 | $3.73M | 0.09% | +7,787+10.9% | Added |
| Salomon & Ludwin, LLC | 84,613 | $3.78M | 0.39% | 00.0% | Unchanged |
| Hoylecohen, LLC | 80,684 | $3.79M | 0.31% | −2,581−3.1% | Reduced |
| Cetera Investment Advisers | 80,832 | $3.80M | 0.03% | −3,870−4.6% | Reduced |