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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 308 | $14.5K | 0.00% | +65+26.7% | Added |
| Impact Partnership Wealth, LLC | 311 | $14.6K | 0.01% | −2,453−88.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 318 | $14.9K | 0.00% | −249−43.9% | Reduced |
| GW&K Investment Management, LLC | 317 | $15.0K | 0.00% | +109+52.4% | Added |
| Gables Capital Management Inc. | 320 | $15.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 324 | $15.2K | 0.00% | −4,082−92.6% | Reduced |
| West Financial Advisors, LLC | 326 | $15.3K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 333 | $15.7K | 0.01% | +333 | New |
| CGC Financial Services, LLC | 339 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $16.7K | 0.01% | −36−9.2% | Reduced |
| Richard W. Paul & Associates, LLC | 365 | $17.2K | 0.01% | −68−15.7% | Reduced |
| Wolff Wiese Magana LLC | 373 | $17.5K | 0.02% | +60+19.2% | Added |
| Creative Financial Designs Inc | 397 | $18.7K | 0.00% | +67+20.3% | Added |
| Monetary Management Group Inc | 400 | $18.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 425 | $20.0K | 0.01% | −402−48.6% | Reduced |
| Benjamin Edwards Inc | 421 | $20.0K | 0.00% | −518−55.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $20.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 433 | $20.3K | 0.00% | −118−21.4% | Reduced |
| Tucker Asset Management LLC | 440 | $20.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 444 | $20.9K | 0.00% | −520−53.9% | Reduced |
| Tyler-Stone Wealth Management | 449 | $21.1K | 0.01% | −3,775−89.4% | Reduced |
| SRS Capital Advisors, Inc. | 467 | $21.9K | 0.00% | −77−14.2% | Reduced |
| Annapolis Financial Services, LLC | 489 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $23.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $23.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $23.5K | 0.01% | 00.0% | Unchanged |
| Viking Fund Management LLC | 500 | $23.5K | 0.00% | +500 | New |
| Bangor Savings Bank | 506 | $23.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 569 | $23.8K | 0.01% | +569 | New |
| Field & Main Bank | 508 | $23.9K | 0.01% | −1,190−70.1% | Reduced |
| Planning Capital Management Corp | 509 | $23.9K | 0.02% | +509 | New |
| First Personal Financial Services | 510 | $24.0K | 0.01% | −275−35.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 550 | $25.9K | 0.00% | +550 | New |
| Boyd Watterson Asset Management LLC | 557 | $26.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $26.2K | 0.02% | – | – |
| Blue Bell Private Wealth Management, LLC | 559 | $26.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $27.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $27.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $27.9K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 608 | $28.6K | 0.02% | +608 | New |
| Newbridge Financial Services Group, Inc. | 613 | $28.8K | 0.01% | +94+18.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $29.1K | 0.01% | +620 | New |
| Covestor Ltd | 631 | $30.0K | 0.02% | +247+64.3% | Added |
| FSA Wealth Management LLC | 629 | $30.0K | 0.01% | +629 | New |
| Oliver Lagore Vanvalin Investment Group | 639 | $30.0K | 0.01% | −200−23.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 643 | $30.2K | 0.01% | −241−27.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 646 | $30.4K | 0.01% | +646 | New |
| Trust Co | 650 | $30.6K | 0.00% | +500+333.3% | Added |
| MCF Advisors LLC | 670 | $31.5K | 0.00% | −67−9.1% | Reduced |
| Center for Financial Planning, Inc. | 675 | $31.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 676 | $31.8K | 0.00% | −232−25.6% | Reduced |
| Venturi Wealth Management, LLC | 677 | $31.8K | 0.00% | +310+84.5% | Added |
| Atlantic Trust, LLC | 683 | $32.1K | 0.01% | −773−53.1% | Reduced |
| FSC Wealth Advisors, LLC | 684 | $32.1K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 693 | $32.6K | 0.00% | −165−19.2% | Reduced |
| Catalyst Capital Advisors LLC | 693 | $32.6K | 0.00% | −165−19.2% | Reduced |
| Optimum Investment Advisors | 711 | $33.4K | 0.02% | −733−50.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 743 | $34.0K | 0.01% | −302−28.9% | Reduced |
| Aspire Private Capital, LLC | 779 | $36.6K | 0.01% | −29−3.6% | Reduced |
| American Capital Advisory, LLC | 790 | $37.1K | 0.03% | +790 | New |
| JJJ Advisors Inc. | 808 | $38.0K | 0.01% | +804+20,100.0% | Added |
| Bramshill Investments, LLC | 810 | $38.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 825 | $38.8K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 891 | $41.9K | 0.01% | −7,705−89.6% | Reduced |
| Horizon Bancorp Inc | 900 | $42.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $42.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 895 | $42.1K | 0.01% | +895 | New |
| Ossiam | 897 | $42.2K | 0.00% | −6,803−88.4% | Reduced |
| Capital Advisors, Ltd. LLC | 921 | $43.0K | 0.01% | +271+41.7% | Added |
| City State Bank | 936 | $44.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $47.0K | 0.01% | −34−3.3% | Reduced |
| Atwood & Palmer Inc | 1,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,008 | $47.4K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,028 | $48.0K | 0.00% | −470−31.4% | Reduced |
| Bruce G. Allen Investments, LLC | 1,047 | $49.2K | 0.04% | +1,047 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $49.4K | 0.00% | −884−45.7% | Reduced |
| Silvant Capital Management LLC | 1,071 | $50.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,095 | $51.0K | 0.01% | +64+6.2% | Added |
| Strategic Investment Solutions, Inc. | 1,095 | $51.5K | 0.01% | −18,911−94.5% | Reduced |
| Private Wealth Management Group, LLC | 1,109 | $52.1K | 0.03% | +1,109 | New |
| BKM Wealth Management, LLC | 1,151 | $54.1K | 0.02% | +1,151 | New |
| Exchange Traded Concepts, LLC | 1,159 | $54.5K | 0.00% | −234−16.8% | Reduced |
| Paloma Partners Management Co | 1,183 | $55.6K | 0.01% | −61,046−98.1% | Reduced |
| CKW Financial Group | 1,200 | $56.0K | 0.01% | +400+50.0% | Added |
| Addison Advisors LLC | 1,214 | $57.1K | 0.02% | −10−0.8% | Reduced |
| Larson Financial Group LLC | 1,272 | $59.8K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,275 | $59.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,294 | $60.8K | 0.04% | −657−33.7% | Reduced |
| EntryPoint Capital, LLC | 1,302 | $61.2K | 0.06% | +1,302 | New |
| West Oak Capital, LLC | 1,800 | $62.0K | 0.03% | −100−5.3% | Reduced |
| Bray Capital Advisors | 1,347 | $63.3K | 0.02% | +2+0.1% | Added |
| Rockbridge Investment Management, LCC | 1,349 | $63.4K | 0.01% | +1,349 | New |
| Lazard Asset Management LLC | 1,364 | $64.0K | 0.00% | +1,364 | New |
| Oakworth Capital, Inc. | 1,375 | $64.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,376 | $64.7K | 0.04% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,376 | $64.7K | 0.02% | +1,376 | New |
| Compass Wealth Management LLC | 1,446 | $68.0K | 0.02% | +500+52.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,450 | $68.2K | 0.02% | +92+6.8% | Added |
| HHM Wealth Advisors, LLC | 1,483 | $69.7K | 0.01% | 00.0% | Unchanged |