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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 1,605 | $71.2K | 0.03% | −937−36.9% | Reduced |
| Coppell Advisory Solutions LLC | 1,526 | $71.7K | 0.01% | +837+121.5% | Added |
| CVA Family Office, LLC | 1,532 | $72.0K | 0.01% | −3,050−66.6% | Reduced |
| Headlands Technologies LLC | 1,533 | $72.1K | 0.02% | +1,533 | New |
| Piscataqua Savings Bank | 1,567 | $73.6K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,573 | $73.9K | 0.01% | −2−0.1% | Reduced |
| Hobbs Group Advisors, LLC | 1,583 | $74.4K | 0.03% | +1,583 | New |
| Byrne Asset Management LLC | 1,600 | $74.4K | 0.06% | +350+28.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,612 | $75.8K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,614 | $75.9K | 0.03% | −491−23.3% | Reduced |
| Logan Capital Management Inc | 1,648 | $77.5K | 0.00% | +1,250+314.1% | Added |
| Deseret Mutual Benefit Administrators | 1,658 | $77.9K | 0.04% | −2,391−59.1% | Reduced |
| Evermay Wealth Management LLC | 1,672 | $78.6K | 0.01% | +8+0.5% | Added |
| Laurel Wealth Advisors LLC | 1,687 | $79.3K | 0.02% | −1,846−52.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,687 | $79.3K | 0.02% | +10+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,689 | $79.4K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,706 | $80.0K | 0.18% | +1,706 | New |
| Focused Wealth Management, Inc | 1,715 | $80.6K | 0.01% | +20+1.2% | Added |
| EdgeRock Capital LLC | 1,779 | $81.2K | 0.06% | +1,779 | New |
| Tradewinds Capital Management, LLC | 1,762 | $82.8K | 0.03% | +25+1.4% | Added |
| Aspect Partners, LLC | 1,797 | $84.5K | 0.05% | +1,797 | New |
| Sofos Investments, Inc. | 1,873 | $88.0K | 0.02% | −33,714−94.7% | Reduced |
| ORG Partners LLC | 1,876 | $88.2K | 0.01% | −14,842−88.8% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $89.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,929 | $90.7K | 0.01% | −100−4.9% | Reduced |
| First Manhattan Co | 1,929 | $90.7K | 0.00% | +29+1.5% | Added |
| Washington Trust Advisors, Inc. | 2,000 | $94.0K | 0.01% | −2,000−50.0% | Reduced |
| Alta Advisers Ltd | 2,000 | $94.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,005 | $94.2K | 0.03% | +6+0.3% | Added |
| Duncker Streett & Co Inc | 2,035 | $95.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,025 | $97.0K | 0.07% | −1,595−44.1% | Reduced |
| Union Savings Bank | 2,070 | $97.3K | 0.06% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,069 | $97.4K | 0.00% | +2,069 | New |
| New Millennium Group LLC | 2,127 | $100.0K | 0.09% | −2,490−53.9% | Reduced |
| Sachetta, LLC | 2,179 | $102.4K | 0.05% | +2,179 | New |
| NSI Retail Advisors, LLC | 2,211 | $104.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,224 | $104.5K | 0.12% | −105−4.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,249 | $105.7K | 0.02% | +14+0.6% | Added |
| Burkett Financial Services, LLC | 2,266 | $106.5K | 0.06% | +2,266 | New |
| Glassman Wealth Services | 2,294 | $107.8K | 0.02% | −368−13.8% | Reduced |
| First Foundation Advisors | 2,297 | $108.0K | 0.00% | −6,968−75.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,294 | $108.0K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,379 | $111.8K | 0.00% | +1,000+72.5% | Added |
| S.A. Mason LLC | 2,398 | $112.7K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,425 | $114.0K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,440 | $114.7K | 0.11% | +2,440 | New |
| Parkside Financial Bank & Trust | 2,455 | $115.4K | 0.02% | +259+11.8% | Added |
| Sittner & Nelson, LLC | 2,548 | $119.8K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,580 | $121.2K | 0.03% | +16+0.6% | Added |
| Rosenberg Matthew Hamilton | 2,586 | $121.6K | 0.04% | +1,374+113.4% | Added |
| American State Bank (Iowa) | 2,597 | $122.1K | 0.08% | 00.0% | Unchanged |
| Motco | 2,599 | $122.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,617 | $123.0K | 0.11% | +2,617 | New |
| Dynamic Wealth Strategies, LLC | 2,617 | $123.0K | 0.11% | +2,617 | New |
| Dakota Community Bank & Trust NA | 2,621 | $123.2K | 0.69% | +230+9.6% | Added |
| Sawyer & Company, Inc | 2,711 | $127.0K | 0.06% | −174−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,776 | $130.5K | 0.05% | +2,276+455.2% | Added |
| Versant Capital Management, Inc | 2,812 | $132.2K | 0.04% | −128−4.4% | Reduced |
| Valley National Advisers Inc | 2,853 | $134.0K | 0.02% | −9−0.3% | Reduced |
| Independence Bank of Kentucky | 2,915 | $137.0K | 0.05% | −37−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,970 | $139.6K | 0.01% | +975+48.9% | Added |
| Mechanics Financial Corp | 3,000 | $141.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $144.2K | 0.00% | −20−0.6% | Reduced |
| Pittenger & Anderson Inc | 3,150 | $148.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,173 | $149.1K | 0.01% | −126−3.8% | Reduced |
| Sound Income Strategies, LLC | 3,221 | $151.4K | 0.01% | +756+30.7% | Added |
| Richardson Financial Services Inc. | 3,395 | $159.6K | 0.14% | +3,395 | New |
| Colonial Trust Co | 3,397 | $159.7K | 0.03% | −4,717−58.1% | Reduced |
| Front Row Advisors LLC | 3,566 | $167.6K | 0.08% | −964−21.3% | Reduced |
| Tompkins Financial Corp | 3,620 | $170.1K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,622 | $170.2K | 0.08% | −468−11.4% | Reduced |
| Quent Capital, LLC | 3,627 | $170.5K | 0.02% | +1,861+105.4% | Added |
| Clearstead Advisors, LLC | 3,750 | $176.3K | 0.01% | +291+8.4% | Added |
| First Financial Corp | 3,766 | $177.0K | 0.09% | −38−1.0% | Reduced |
| Garner Asset Management Corp | 4,068 | $178.5K | 0.09% | +4,068 | New |
| GeoWealth Management, LLC | 3,808 | $179.0K | 0.01% | +3,808 | New |
| Penserra Capital Management LLC | 3,873 | $181.0K | 0.00% | −812−17.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,875 | $182.1K | 0.16% | +75+2.0% | Added |
| CX Institutional | 3,913 | $183.9K | 0.01% | −1,344−25.6% | Reduced |
| Farther Finance Advisors, LLC | 4,124 | $193.9K | 0.01% | +2,321+128.7% | Added |
| FWL Investment Management, LLC | 4,135 | $194.3K | 0.11% | +4,135 | New |
| Qube Research & Technologies Ltd | 4,168 | $195.9K | 0.00% | +4,168 | New |
| Provenance Wealth Advisors, LLC | 4,176 | $196.3K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,273 | $200.8K | 0.00% | −2,218−34.2% | Reduced |
| Welch & Forbes LLC | 4,273 | $200.8K | 0.00% | −1,438−25.2% | Reduced |
| Hunter Associates Investment Management LLC | 4,308 | $202.0K | 0.04% | −3,371−43.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,300 | $202.1K | 0.06% | −2,051−32.3% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $202.8K | 0.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,316 | $203.0K | 0.02% | +4,316 | New |
| Monument Group Wealth Advisors, LLC | 4,354 | $204.6K | 0.17% | +4,354 | New |
| Cornerstone Wealth Management, LLC | 4,360 | $204.9K | 0.02% | +4,360 | New |
| Lloyd Advisory Services, LLC. | 4,362 | $205.0K | 0.10% | +4,362 | New |
| Sapient Capital LLC | 4,377 | $205.7K | 0.01% | +4,377 | New |
| Regal Investment Advisors LLC | 4,381 | $205.9K | 0.02% | +4,381 | New |
| Hanson & Doremus Investment Management | 4,388 | $206.0K | 0.04% | −145−3.2% | Reduced |
| First City Capital Management, Inc. | 4,386 | $206.1K | 0.12% | −1,053−19.4% | Reduced |
| Eudaimonia Partners, LLC | 4,394 | $206.5K | 0.05% | −4,375−49.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $206.8K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,226 | $207.1K | 0.02% | +4,226 | New |
| Financial Planning & Information Services, Inc. | 4,428 | $208.1K | 0.03% | −444−9.1% | Reduced |