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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 5,765 | $270.9K | 0.00% | −10,618−64.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,775 | $271.4K | 0.03% | +631+12.3% | Added |
| CWA Asset Management Group, LLC | 5,777 | $271.5K | 0.02% | −1,330−18.7% | Reduced |
| Mainstay Capital Management LLC | 5,785 | $271.9K | 0.05% | −11,490−66.5% | Reduced |
| Sunpointe, LLC | 5,793 | $272.3K | 0.35% | +5,793 | New |
| Camden National Bank | 5,831 | $274.1K | 0.05% | −2,255−27.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,614 | $275.3K | 0.01% | +88+1.6% | Added |
| Hyman Charles D | 5,872 | $276.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,893 | $277.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,899 | $277.3K | 0.13% | +310+5.5% | Added |
| Kepos Capital LP | 5,915 | $278.0K | 0.09% | −131−2.2% | Reduced |
| Busey Wealth Management | 5,931 | $278.8K | 0.01% | −1,439−19.5% | Reduced |
| Philadelphia Trust Co | 5,930 | $279.0K | 0.03% | +25+0.4% | Added |
| Summit Trail Advisors, LLC | 5,945 | $279.4K | 0.01% | −130−2.1% | Reduced |
| Precedent Wealth Partners, LLC | 5,957 | $280.0K | 0.14% | +5,957 | New |
| IFG Advisory, LLC | 5,962 | $280.2K | 0.02% | −501−7.8% | Reduced |
| Sawgrass Asset Management LLC | 5,998 | $281.9K | 0.03% | −1,742−22.5% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $282.0K | 0.26% | −400−6.2% | Reduced |
| First National Bank & Trust Co of Newtown | 6,028 | $283.3K | 0.06% | −1,675−21.7% | Reduced |
| Romano Brothers and Company | 6,032 | $284.0K | 0.04% | −18−0.3% | Reduced |
| Colonial Trust Advisors | 6,059 | $284.8K | 0.03% | −1,052−14.8% | Reduced |
| Resources Management Corp | 6,054 | $285.0K | 0.04% | −850−12.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 6,100 | $286.7K | 0.28% | +6,100 | New |
| Bartlett & Co. LLC | 6,106 | $287.0K | 0.00% | −500−7.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,106 | $287.3K | 0.00% | −500−7.6% | Reduced |
| Heritage Trust Co | 6,123 | $287.8K | 0.04% | +1,248+25.6% | Added |
| Tranquility Partners, LLC | 6,135 | $288.3K | 0.12% | −4,668−43.2% | Reduced |
| Jones Financial Companies LLLP | 6,193 | $291.1K | 0.00% | +1,148+22.8% | Added |
| AlphaStar Capital Management, LLC | 6,208 | $291.8K | 0.03% | +861+16.1% | Added |
| Capital Management Corp | 6,236 | $293.1K | 0.06% | +6,236 | New |
| FourThought Financial Partners, LLC | 6,243 | $293.4K | 0.04% | +127+2.1% | Added |
| Fulcrum Equity Management | 6,258 | $294.1K | 0.36% | +87+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 6,305 | $296.3K | 0.15% | −1,249−16.5% | Reduced |
| Thrive Capital Management, LLC | 6,308 | $296.5K | 0.16% | −1,855−22.7% | Reduced |
| FinTrust Capital Advisors, LLC | 6,311 | $296.6K | 0.06% | +905+16.7% | Added |
| Hudock, Inc. | 6,317 | $296.9K | 0.06% | +18+0.3% | Added |
| Premier Path Wealth Partners, LLC | 6,335 | $297.7K | 0.07% | +6,335 | New |
| Boltwood Capital Management | 6,359 | $298.9K | 0.10% | −686−9.7% | Reduced |
| Compass Ion Advisors, LLC | 6,360 | $298.9K | 0.05% | −848−11.8% | Reduced |
| Northwest Bancshares, Inc. | 6,375 | $299.6K | 0.05% | −380−5.6% | Reduced |
| Principle Wealth Partners LLC | 6,380 | $299.9K | 0.03% | +30.0% | Added |
| Aptus Capital Advisors, LLC | 6,386 | $300.1K | 0.01% | −10,405−62.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,434 | $302.4K | 0.03% | −1,394−17.8% | Reduced |
| Eagle Ridge Investment Management | 6,453 | $303.3K | 0.03% | −2,336−26.6% | Reduced |
| Summit Financial Group Inc | 6,468 | $304.0K | 0.12% | −78−1.2% | Reduced |
| Aspiriant, LLC | 6,488 | $304.9K | 0.01% | +183+2.9% | Added |
| Adalta Capital Management LLC | 6,500 | $305.5K | 0.18% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,697 | $306.2K | 0.08% | +6,697 | New |
| Farmers Trust Co | 6,522 | $306.5K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,555 | $308.1K | 0.02% | −9,638−59.5% | Reduced |
| Independent Financial Group, LLC | 6,578 | $309.2K | 0.02% | −1,007−13.3% | Reduced |
| Diligent Investors, LLC | 6,605 | $310.4K | 0.09% | +1,000+17.8% | Added |
| Investors Research Corp | 6,617 | $311.0K | 0.08% | −896−11.9% | Reduced |
| Commerzbank Aktiengesellschaft | 6,605 | $311.0K | 0.01% | +6,605 | New |
| Sunbelt Securities, Inc. | 6,628 | $311.5K | 0.04% | +239+3.7% | Added |
| Lakeview Capital Partners, LLC | 6,638 | $312.0K | 0.06% | −369−5.3% | Reduced |
| Delta Financial Group, Inc. | 6,652 | $313.0K | 0.10% | +54+0.8% | Added |
| Colony Group, LLC | 6,659 | $313.0K | 0.00% | +6,659 | New |
| Cobblestone Capital Advisors LLC | 6,671 | $313.6K | 0.02% | −1,592−19.3% | Reduced |
| Park National Corp | 6,677 | $313.8K | 0.01% | −1,295−16.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,700 | $314.9K | 0.00% | −50,478−88.3% | Reduced |
| Parallel Advisors, LLC | 6,807 | $319.9K | 0.01% | +1,194+21.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,811 | $320.1K | 0.15% | −2,162−24.1% | Reduced |
| Blue Fin Capital, Inc. | 6,816 | $320.4K | 0.08% | −1,036−13.2% | Reduced |
| Vinva Investment Management Ltd | 6,818 | $320.9K | 0.02% | +1,451+27.0% | Added |
| Legacy Wealth Asset Management, LLC | 6,844 | $321.7K | 0.11% | +602+9.6% | Added |
| EP Wealth Advisors, LLC | 6,885 | $323.6K | 0.00% | −1,365−16.5% | Reduced |
| Tower Bridge Advisors | 6,918 | $325.2K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,927 | $325.6K | 0.01% | +6,927 | New |
| Chesapeake Wealth Management | 6,943 | $326.4K | 0.13% | −2,021−22.5% | Reduced |
| Bogart Wealth, LLC | 6,950 | $326.6K | 0.02% | +60+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 6,955 | $326.9K | 0.04% | −1,343−16.2% | Reduced |
| Centennial Wealth Advisory LLC | 6,998 | $328.9K | 0.17% | −680−8.9% | Reduced |
| Sheets Smith Wealth Management | 7,014 | $329.7K | 0.05% | −397−5.4% | Reduced |
| Brighton Jones LLC | 7,022 | $330.1K | 0.01% | +625+9.8% | Added |
| Parsons Capital Management Inc | 7,031 | $330.5K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 7,037 | $330.7K | 0.09% | +7,037 | New |
| Morningstar Investment Management LLC | 7,050 | $331.0K | 0.04% | 00.0% | Unchanged |
| Cedrus LLC | 7,046 | $331.2K | 0.21% | −1,445−17.0% | Reduced |
| Fragasso Group Inc. | 7,052 | $331.4K | 0.03% | +72+1.0% | Added |
| Midwest Professional Planners, LTD. | 7,179 | $337.4K | 0.13% | +696+10.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,184 | $337.6K | 0.06% | +1,192+19.9% | Added |
| Manchester Capital Management LLC | 7,186 | $337.7K | 0.05% | +186+2.7% | Added |
| IFP Advisors, Inc | 7,231 | $339.8K | 0.02% | −288−3.8% | Reduced |
| Westwood Holdings Group Inc. | 7,338 | $345.0K | 0.00% | +70+1.0% | Added |
| Vise Technologies, Inc. | 7,353 | $345.6K | 0.07% | −7,625−50.9% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $348.0K | 0.15% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7,435 | $349.4K | 0.03% | −1,423−16.1% | Reduced |
| Cornerstone Advisory, LLC | 7,468 | $351.0K | 0.05% | −4,068−35.3% | Reduced |
| Sar Wealth Management Group, LLC | 7,477 | $351.4K | 0.35% | +7,477 | New |
| RNC Capital Management LLC | 7,486 | $351.8K | 0.02% | −8,147−52.1% | Reduced |
| Catalyst Financial Partners LLC | 7,539 | $354.3K | 0.10% | −1,583−17.4% | Reduced |
| Cambridge Trust Co | 7,547 | $354.7K | 0.01% | −100−1.3% | Reduced |
| Shell Asset Management Co | 7,546 | $355.0K | 0.02% | −1,794−19.2% | Reduced |
| Smith, Moore & Co. | 7,555 | $355.1K | 0.04% | −18−0.2% | Reduced |
| KCM Investment Advisors LLC | 7,574 | $356.0K | 0.01% | −2,405−24.1% | Reduced |
| Continuum Advisory, LLC | 7,646 | $359.4K | 0.05% | −2,404−23.9% | Reduced |
| Derbend Asset Management | 7,647 | $359.4K | 0.21% | −242−3.1% | Reduced |
| Quadrant Capital Group LLC | 7,711 | $362.4K | 0.03% | +1,112+16.9% | Added |
| JBR Co Financial Management Inc | 7,716 | $362.7K | 0.34% | +7,716 | New |