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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
Register Financial Advisors LLC0$00.00%−5,211−100.0%Sold out
CIC Wealth, LLC0$00.00%−5,069−100.0%Sold out
Strategic Advocates LLC0$00.00%−5,042−100.0%Sold out
Northcape Wealth Management, LLC0$00.00%−4,941−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−4,901−100.0%Sold out
Sentry Investment Management LLC0$00.00%−4,858−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−4,760−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−4,756−100.0%Sold out
Equitable Trust Co0$00.00%−4,713−100.0%Sold out
Forum Financial Management, LP0$00.00%−4,707−100.0%Sold out
Franklin Street Advisors Inc0$00.00%−4,704−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−4,630−100.0%Sold out
Verity Asset Management, Inc.0$00.00%−4,592−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−4,557−100.0%Sold out
Stiles Financial Services Inc0$00.00%−4,551−100.0%Sold out
Girard Partners Ltd.0$00.00%−4,503−100.0%Sold out
Golden State Equity Partners0$00.00%−4,494−100.0%Sold out
Riverview Trust Co0$00.00%−2,343−100.0%Sold out
Cutler Group LP0$00.00%−2,130−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,970−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−1,918−100.0%Sold out
Leonteq Securities AG0$00.00%−1,865−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−1,500−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−1,430−100.0%Sold out
Walleye Trading LLC0$00.00%−1,422−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−1,326−100.0%Sold out
West Tower Group, LLC0$00.00%−1,250−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−986−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−819−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−710−100.0%Sold out
NVWM, LLC0$00.00%−650−100.0%Sold out
Legacy Financial Group LLC0$00.00%−541−100.0%Sold out
Acima Private Wealth, LLC0$00.00%−500−100.0%Sold out
West Branch Capital LLC0$00.00%−495−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−499−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−301−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−105−100.0%Sold out
St. Johns Investment Management Company, LLC0$00.00%−100−100.0%Sold out
Red Tortoise LLC0$00.00%−97−100.0%Sold out
Northwest Capital Management Inc0$00.00%−83−100.0%Sold out
Indiana Trust & Investment Management CO0$00.00%−70−100.0%Sold out
Perkins Coie Trust Co0$00.00%−58−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−44−100.0%Sold out
Stephens Consulting, LLC0$00.00%−24−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−13−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−3−100.0%Sold out
Quilter Plc0$00.00%−600−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
BTC Capital Management, Inc.––––Not filed
Rothschild Investment Corp––––Not filed
Madison Wealth Management––––Not filed
Tradewinds, LLC.––––Not filed
Advisor Partners II, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Colony Group LLC––––Not filed
Comerica Securities,inc.––––Not filed
Syntax Advisors, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Kenfarb & Co.––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Steward Financial Group LLC––––Not filed
KB Financial Partners, LLC––––Not filed