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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 4,430 | $208.2K | 0.13% | −17,229−79.5% | Reduced |
| Flynn Zito Capital Management, LLC | 4,440 | $208.7K | 0.14% | +4,440 | New |
| Capital Analysts, LLC | 4,458 | $210.0K | 0.01% | −788−15.0% | Reduced |
| Prio Wealth Limited Partnership | 4,474 | $210.3K | 0.01% | +4,474 | New |
| Concord Asset Management, LLC | 4,483 | $210.7K | 0.06% | +4,483 | New |
| Deerfield Management Company, L.P. (Series C) | 4,495 | $211.3K | 0.00% | +4,495 | New |
| CarsonAllaria Wealth Management, Ltd. | 4,521 | $212.5K | 0.15% | +492+12.2% | Added |
| Spinnaker Trust | 4,536 | $213.2K | 0.01% | −970−17.6% | Reduced |
| Meridian Financial, LLC | 4,574 | $215.0K | 0.17% | +4,574 | New |
| Ci Investments Inc. | 4,583 | $215.0K | 0.00% | +625+15.8% | Added |
| Renasant Bank | 4,587 | $215.6K | 0.17% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $216.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,608 | $216.6K | 0.03% | +4,608 | New |
| Carolinas Wealth Consulting LLC | 51,196 | $216.8K | 0.05% | −130.0% | Reduced |
| Clearbridge Investments, LLC | 4,616 | $217.0K | 0.00% | +4,616 | New |
| Kinloch Capital, LLC | 4,682 | $220.1K | 0.14% | −570−10.9% | Reduced |
| Walker Asset Management, LLC | 4,705 | $221.1K | 0.16% | +4,705 | New |
| Glass Jacobson Investment Advisors llc | 4,711 | $221.4K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,876 | $221.8K | 0.01% | −2,466−33.6% | Reduced |
| Marex Group plc | 4,754 | $223.4K | 0.01% | −1,817−27.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,759 | $223.7K | 0.11% | −384−7.5% | Reduced |
| Epoch Investment Partners, Inc. | 4,765 | $224.0K | 0.00% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,769 | $224.1K | 0.14% | +4,769 | New |
| Evolution Advisers, Inc. | 4,641 | $225.0K | 0.14% | +1,405+43.4% | Added |
| Clarius Group, LLC | 4,797 | $225.5K | 0.02% | −4,433−48.0% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $225.6K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,803 | $225.7K | 0.19% | +4,803 | New |
| North Star Investment Management Corp. | 4,837 | $227.3K | 0.02% | −466−8.8% | Reduced |
| Investment Partners Asset Management, Inc. | 4,840 | $227.5K | 0.23% | +4,840 | New |
| Luts & Greenleigh Group, Inc | 4,850 | $227.9K | 0.29% | −200−4.0% | Reduced |
| Flputnam Investment Management Co | 4,897 | $230.2K | 0.01% | −10−0.2% | Reduced |
| Investment Partners, Ltd. | 4,905 | $230.5K | 0.11% | +4,905 | New |
| Symmetry Partners, LLC | 4,905 | $231.0K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,926 | $231.5K | 0.06% | −1,550−23.9% | Reduced |
| RSM US Wealth Management LLC | 4,927 | $231.6K | 0.01% | +4,927 | New |
| Vantage Consulting Group Inc | 4,928 | $231.6K | 0.16% | −297−5.7% | Reduced |
| Private Trust Co NA | 4,934 | $231.9K | 0.03% | −1,096−18.2% | Reduced |
| Stokes Family Office, LLC | 4,935 | $231.9K | 0.03% | −12−0.2% | Reduced |
| RiverFront Investment Group, LLC | 4,938 | $232.1K | 0.01% | −2,383−32.6% | Reduced |
| Cobblestone Asset Management LLC | 4,956 | $232.9K | 0.17% | +35+0.7% | Added |
| Lake Street Advisors Group, LLC | 4,957 | $233.0K | 0.01% | +4,957 | New |
| Scientech Research LLC | 4,970 | $233.6K | 0.23% | +4,970 | New |
| Chicago Partners Investment Group LLC | 5,294 | $233.7K | 0.01% | −462−8.0% | Reduced |
| Waldron Private Wealth LLC | 4,983 | $234.2K | 0.01% | +4,983 | New |
| Commonwealth Financial Services, LLC | 4,998 | $234.9K | 0.06% | −2,912−36.8% | Reduced |
| Zimmer Partners, LP | 5,000 | $235.0K | 0.01% | −5,344,196−99.9% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $235.3K | 0.19% | +5,006 | New |
| Brown Miller Wealth Management, LLC | 5,016 | $235.7K | 0.12% | −895−15.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,023 | $236.1K | 0.01% | −4,739−48.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 5,037 | $236.7K | 0.10% | +8+0.2% | Added |
| Oxford Asset Management LLP | 5,052 | $237.4K | 0.36% | +5,052 | New |
| Sterling Investment Counsel, LLC | 5,083 | $238.9K | 0.12% | +5,083 | New |
| Concord Wealth Partners | 5,088 | $239.1K | 0.05% | −629−11.0% | Reduced |
| Hexagon Capital Partners LLC | 5,099 | $239.7K | 0.06% | −1,935−27.5% | Reduced |
| RFG Advisory, LLC | 5,122 | $240.8K | 0.01% | −2,768−35.1% | Reduced |
| HF Advisory Group, LLC | 5,131 | $241.2K | 0.15% | +328+6.8% | Added |
| Prosperity Consulting Group, LLC | 5,133 | $241.3K | 0.08% | −35−0.7% | Reduced |
| Alterity Financial Group, LLC | 5,166 | $242.8K | 0.35% | −100−1.9% | Reduced |
| Alpha Cubed Investments, LLC | 5,187 | $243.8K | 0.01% | −643−11.0% | Reduced |
| Lion Street Advisors, LLC | 5,205 | $244.6K | 0.10% | −5,908−53.2% | Reduced |
| MEMBERS Trust Co | 5,200 | $244.7K | 0.01% | +539+11.6% | Added |
| Fulton Breakefield Broenniman LLC | 5,227 | $245.7K | 0.02% | −637−10.9% | Reduced |
| Shelton Capital Management | 5,232 | $245.9K | 0.01% | −10,400−66.5% | Reduced |
| Buckingham Strategic Partners | 5,239 | $246.2K | 0.01% | −2,828−35.1% | Reduced |
| KC Investment Advisors, LLC | 5,243 | $246.4K | 0.15% | −7,114−57.6% | Reduced |
| Kingfisher Capital LLC | 5,293 | $249.0K | 0.06% | +74+1.4% | Added |
| Dividend Assets Capital, LLC | 5,326 | $250.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,327 | $250.4K | 0.02% | +5,327 | New |
| Nabity-Jensen Investment Management Inc | 5,336 | $250.8K | 0.23% | +5,336 | New |
| Signature Estate & Investment Advisors LLC | 5,337 | $251.0K | 0.01% | −155−2.8% | Reduced |
| Birchcreek Wealth Management, LLC | 5,351 | $251.5K | 0.15% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,366 | $252.2K | 0.21% | −790−12.8% | Reduced |
| Ethic Inc. | 5,371 | $252.4K | 0.01% | +610+12.8% | Added |
| Jaffetilchin Investment Partners, LLC | 5,372 | $252.5K | 0.02% | −816−13.2% | Reduced |
| Lantern Wealth Advisors, LLC | 5,379 | $252.8K | 0.20% | +5,379 | New |
| Abacus Planning Group, Inc. | 5,400 | $253.8K | 0.05% | −9−0.2% | Reduced |
| Adirondack Trust Co | 5,333 | $255.0K | 0.11% | −312−5.5% | Reduced |
| Klingenstein Fields & Co LP | 5,428 | $255.1K | 0.01% | −400−6.9% | Reduced |
| Wambolt & Associates, LLC | 5,429 | $255.2K | 0.08% | −3,245−37.4% | Reduced |
| Graypoint LLC | 5,446 | $256.0K | 0.02% | +714+15.1% | Added |
| Salem Investment Counselors Inc | 5,452 | $256.2K | 0.01% | −1,020−15.8% | Reduced |
| Scissortail Wealth Management, LLC | 5,690 | $258.5K | 0.08% | +5,690 | New |
| Penobscot Investment Management Company, Inc. | 5,500 | $258.5K | 0.03% | −150−2.7% | Reduced |
| Ignite Planners, LLC | 5,330 | $258.6K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,558 | $261.2K | 0.02% | −2,703−32.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 5,566 | $261.6K | 0.13% | +5,566 | New |
| New Hampshire Trust | 5,593 | $262.9K | 0.06% | −634−10.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $263.2K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 5,600 | $263.2K | 0.07% | +5,600 | New |
| Lantz Financial LLC | 5,601 | $263.2K | 0.10% | −207−3.6% | Reduced |
| Rehmann Capital Advisory Group | 5,640 | $265.1K | 0.02% | −266−4.5% | Reduced |
| V-Square Quantitative Management LLC | 5,640 | $265.1K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,649 | $265.5K | 0.01% | +5,649 | New |
| ABN AMRO Bank N.V. | 5,630 | $266.0K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,665 | $266.2K | 0.03% | −3,160−35.8% | Reduced |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | −501−8.1% | Reduced |
| Ostrum Asset Management | 5,684 | $267.1K | 0.02% | +24+0.4% | Added |
| ZWJ Investment Counsel Inc | 5,690 | $267.4K | 0.01% | −139−2.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,714 | $268.6K | 0.06% | +5,714 | New |
| Jeppson Wealth Management, LLC | 5,732 | $269.4K | 0.11% | +5,732 | New |