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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 7,725 | $363.1K | 0.04% | +108+1.4% | Added |
| Invesco, LLC | 7,750 | $364.3K | 0.17% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 7,792 | $366.2K | 0.01% | −2,936−27.4% | Reduced |
| Keudell/Morrison Wealth Management | 7,816 | $367.3K | 0.12% | −1,735−18.2% | Reduced |
| Cullen Capital Management LLC | 7,857 | $369.3K | 0.01% | −661−7.8% | Reduced |
| BKD Wealth Advisors, LLC | 7,861 | $369.4K | 0.01% | −4,076−34.1% | Reduced |
| Vident Advisory, LLC | 7,876 | $370.2K | 0.01% | −1,414−15.2% | Reduced |
| Crestwood Advisors Group LLC | 7,877 | $370.2K | 0.01% | −1,895−19.4% | Reduced |
| Beech Hill Advisors, Inc. | 7,908 | $371.7K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,912 | $371.9K | 0.07% | +107+1.4% | Added |
| Montag A & Associates Inc | 8,039 | $377.8K | 0.02% | −293−3.5% | Reduced |
| BLB&B Advisors, LLC | 8,048 | $378.3K | 0.02% | −1,292−13.8% | Reduced |
| Centre Asset Management, LLC | 8,158 | $383.0K | 0.09% | −123−1.5% | Reduced |
| Leavell Investment Management, Inc. | 8,178 | $384.0K | 0.02% | −250−3.0% | Reduced |
| Confluence Wealth Services, Inc. | 8,192 | $385.0K | 0.04% | −419−4.9% | Reduced |
| Whittier Trust Co | 8,210 | $385.9K | 0.01% | −11−0.1% | Reduced |
| GTS Securities LLC | 8,321 | $391.1K | 0.01% | −31,731−79.2% | Reduced |
| Meeder Advisory Services, Inc. | 8,338 | $391.9K | 0.04% | −1,574−15.9% | Reduced |
| MidWestOne Financial Group, Inc. | 8,373 | $393.5K | 0.07% | +160+1.9% | Added |
| Congress Wealth Management LLC | 8,443 | $396.9K | 0.01% | +2,280+37.0% | Added |
| West Family Investments, Inc. | 8,455 | $397.4K | 0.13% | +169+2.0% | Added |
| Fiduciary Group LLC | 8,508 | $399.9K | 0.05% | −6,331−42.7% | Reduced |
| Kovack Advisors, Inc. | 8,565 | $402.6K | 0.05% | +463+5.7% | Added |
| Dorsey & Whitney Trust CO LLC | 8,573 | $402.9K | 0.03% | +3,528+69.9% | Added |
| Lawson Kroeker Investment Management Inc | 8,585 | $403.5K | 0.08% | −70−0.8% | Reduced |
| Wedbush Securities Inc | 8,590 | $404.0K | 0.02% | −496−5.5% | Reduced |
| Perpetual Ltd | 8,600 | $404.2K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 8,613 | $404.8K | 0.02% | +784+10.0% | Added |
| Wealthspire Advisors, LLC | 8,624 | $405.3K | 0.01% | −6,238−42.0% | Reduced |
| Pointe Capital Management LLC | 8,659 | $407.0K | 0.28% | +3,967+84.5% | Added |
| Fruth Investment Management | 8,675 | $407.0K | 0.11% | −100−1.1% | Reduced |
| United Asset Strategies, Inc. | 8,681 | $408.0K | 0.05% | +1,309+17.8% | Added |
| Boston Private Wealth LLC | 8,708 | $409.3K | 0.01% | +1,738+24.9% | Added |
| Rowland & Co Investment Counsel | 8,713 | $409.5K | 0.09% | −1,117−11.4% | Reduced |
| Moneta Group Investment Advisors LLC | 8,734 | $410.5K | 0.01% | −68−0.8% | Reduced |
| Syon Capital LLC | 8,748 | $411.2K | 0.04% | +8,748 | New |
| Bank of Hawaii | 8,758 | $411.6K | 0.02% | −542−5.8% | Reduced |
| Wrapmanager Inc | 8,816 | $414.4K | 0.12% | −1,668−15.9% | Reduced |
| Prossimo Advisors, LLC | 8,843 | $416.0K | 0.88% | −245−2.7% | Reduced |
| Harbour Trust & Investment Management Co | 8,861 | $416.5K | 0.06% | +8,861 | New |
| Empowered Funds, LLC | 8,907 | $418.6K | 0.01% | +1,640+22.6% | Added |
| Welch Group, LLC | 8,914 | $419.0K | 0.02% | +133+1.5% | Added |
| Sigma Planning Corp | 8,930 | $419.7K | 0.03% | −23,861−72.8% | Reduced |
| Central Bank & Trust Co | 8,949 | $420.6K | 0.07% | 00.0% | Unchanged |
| Headinvest, LLC | 8,974 | $421.8K | 0.09% | −2,130−19.2% | Reduced |
| Hantz Financial Services, Inc. | 8,978 | $422.0K | 0.01% | +126+1.4% | Added |
| Glenview Trust Co | 8,989 | $422.5K | 0.01% | −5,988−40.0% | Reduced |
| We Are One Seven, LLC | 8,992 | $422.6K | 0.02% | +91+1.0% | Added |
| Old Port Advisors | 9,017 | $423.8K | 0.14% | −1,344−13.0% | Reduced |
| Cigna Investments Inc | 9,012 | $424.0K | 0.09% | +84+0.9% | Added |
| TownSquare Capital, LLC | 9,030 | $424.4K | 0.01% | +161+1.8% | Added |
| Oak Harbor Wealth Partners, LLC | 9,107 | $428.0K | 0.14% | −150−1.6% | Reduced |
| Two Sigma Securities, LLC | 9,116 | $428.5K | 0.02% | −4,028−30.6% | Reduced |
| Private Wealth Partners, LLC | 9,200 | $432.4K | 0.04% | 00.0% | Unchanged |
| Outfitter Financial LLC | 9,215 | $433.1K | 0.38% | −5,630−37.9% | Reduced |
| Belpointe Asset Management LLC | 9,278 | $436.1K | 0.04% | +3,077+49.6% | Added |
| HBK Sorce Advisory LLC | 9,280 | $436.1K | 0.02% | −3,169−25.5% | Reduced |
| ICW Investment Advisors LLC | 9,287 | $436.5K | 0.21% | −383−4.0% | Reduced |
| VeraBank, N.A. | 9,295 | $436.9K | 0.15% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,800 | $437.0K | 0.01% | +973+11.0% | Added |
| Ameritas Investment Partners, Inc. | 9,299 | $437.1K | 0.02% | −358−3.7% | Reduced |
| Salvus Wealth Management, LLC | 9,320 | $438.0K | 0.31% | −81−0.9% | Reduced |
| Terry L. Blaker | 9,337 | $438.8K | 0.04% | −6,026−39.2% | Reduced |
| Grimes & Company, Inc. | 9,376 | $440.7K | 0.01% | +453+5.1% | Added |
| Campbell Wealth Management | 9,388 | $441.0K | 0.05% | −1,868−16.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,386 | $441.0K | 0.21% | +9+0.1% | Added |
| Kidder Stephen W | 9,439 | $443.6K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 9,442 | $443.8K | 0.08% | +2,937+45.1% | Added |
| Centurion Wealth Management LLC | 9,449 | $444.1K | 0.19% | +61+0.6% | Added |
| Commonwealth Retirement Investments LLC | 9,458 | $444.5K | 0.24% | −435−4.4% | Reduced |
| Capital Asset Advisory Services LLC | 9,516 | $447.2K | 0.03% | −2,972−23.8% | Reduced |
| Valmark Advisers, Inc. | 9,517 | $447.3K | 0.01% | +2,843+42.6% | Added |
| Nations Financial Group Inc, | 9,556 | $449.1K | 0.04% | −30−0.3% | Reduced |
| Quotient Wealth Partners, LLC | 9,568 | $449.7K | 0.02% | +9,568 | New |
| Phoenix Wealth Advisors | 9,311 | $451.7K | 0.31% | −396−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,677 | $451.7K | 0.01% | +936+10.7% | Added |
| Alan B. Lancz & Associates, Inc. | 9,611 | $451.7K | 0.47% | −802−7.7% | Reduced |
| Resources Investment Advisors, LLC. | 9,622 | $452.2K | 0.01% | +4,239+78.7% | Added |
| TFG Advisers LLC | 9,676 | $454.8K | 0.19% | −1,025−9.6% | Reduced |
| Lido Advisors, LLC | 9,711 | $456.4K | 0.00% | −387−3.8% | Reduced |
| Meyer Handelman Co | 9,733 | $457.5K | 0.02% | −3,232−24.9% | Reduced |
| Meridian Wealth Management, LLC | 9,749 | $458.2K | 0.03% | −987−9.2% | Reduced |
| Financial Advocates Investment Management | 9,757 | $458.6K | 0.03% | −209−2.1% | Reduced |
| Renaissance Group LLC | 9,825 | $461.5K | 0.02% | +16+0.2% | Added |
| Imprint Wealth LLC | 9,829 | $462.0K | 0.37% | −330−3.2% | Reduced |
| Savant Capital, LLC | 9,832 | $462.1K | 0.01% | +868+9.7% | Added |
| Mechanics Bank Trust Department | 9,878 | $464.3K | 0.07% | −1,510−13.3% | Reduced |
| Keystone Financial Group | 9,907 | $465.6K | 0.08% | −1,205−10.8% | Reduced |
| FineMark National Bank & Trust | 9,911 | $465.8K | 0.02% | −616−5.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,934 | $466.9K | 0.07% | +342+3.6% | Added |
| Equitable Holdings, Inc. | 9,936 | $467.0K | 0.01% | −2,230−18.3% | Reduced |
| Armstrong Advisory Group, Inc | 9,984 | $469.3K | 0.05% | +427+4.5% | Added |
| Stratos Wealth Advisors, LLC | 10,007 | $470.3K | 0.03% | +486+5.1% | Added |
| River Wealth Advisors LLC | 10,114 | $475.4K | 0.08% | −1,526−13.1% | Reduced |
| Level Four Advisory Services, LLC | 10,131 | $476.1K | 0.03% | −1,263−11.1% | Reduced |
| Daymark Wealth Partners, LLC | 10,152 | $477.1K | 0.03% | −292−2.8% | Reduced |
| First United Bank Trust | 10,154 | $477.2K | 0.19% | −4,461−30.5% | Reduced |
| Longfellow Investment Management Co LLC | 10,226 | $480.6K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 10,394 | $488.5K | 0.06% | +747+7.7% | Added |
| Chemung Canal Trust Co | 10,403 | $488.9K | 0.10% | −36−0.3% | Reduced |