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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 10,440 | $491.0K | 0.02% | −337−3.1% | Reduced |
| Machina Capital S.A.S. | 10,459 | $491.6K | 0.32% | +10,459 | New |
| NorthRock Partners, LLC | 10,497 | $493.4K | 0.02% | +5,972+132.0% | Added |
| Patten & Patten Inc | 10,521 | $494.5K | 0.04% | −450−4.1% | Reduced |
| Trust Point Inc. | 10,575 | $497.0K | 0.04% | +10,575 | New |
| Key Financial Inc | 10,580 | $497.3K | 0.14% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 10,628 | $499.5K | 0.30% | +4,225+66.0% | Added |
| Good Life Advisors, LLC | 10,630 | $499.7K | 0.05% | −825−7.2% | Reduced |
| SPC Financial, Inc. | 10,648 | $500.5K | 0.05% | +370+3.6% | Added |
| Beacon Financial Advisory LLC | 10,662 | $501.1K | 0.24% | −757−6.6% | Reduced |
| Chesley Taft & Associates LLC | 10,677 | $501.8K | 0.03% | −1,197−10.1% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $502.7K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,735 | $504.5K | 0.03% | +265+2.5% | Added |
| Burney Co | 10,804 | $507.8K | 0.02% | −941−8.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,889 | $511.8K | 0.02% | +553+5.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,965 | $515.4K | 0.06% | −8,227−42.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,995 | $516.8K | 0.01% | +10,995 | New |
| Balentine LLC | 10,996 | $516.8K | 0.02% | +215+2.0% | Added |
| Valeo Financial Advisors, LLC | 11,011 | $517.5K | 0.02% | −10,570−49.0% | Reduced |
| Citizens National Bank Trust Department | 11,018 | $517.8K | 0.13% | −1,715−13.5% | Reduced |
| Modera Wealth Management, LLC | 11,049 | $519.3K | 0.01% | −343−3.0% | Reduced |
| Lincoln National Corp | 11,060 | $519.8K | 0.01% | +902+8.9% | Added |
| Violich Capital Management, Inc. | 11,055 | $520.0K | 0.08% | −6,041−35.3% | Reduced |
| Intrust Bank NA | 11,073 | $520.4K | 0.06% | +3,488+46.0% | Added |
| Stony Point Wealth Management Inc. | 11,127 | $523.0K | 0.24% | +270+2.5% | Added |
| Lindbrook Capital, LLC | 11,167 | $524.8K | 0.05% | −996−8.2% | Reduced |
| Schmidt P J Investment Management Inc | 11,595 | $528.3K | 0.10% | −1,763−13.2% | Reduced |
| AQR Capital Management LLC | 11,299 | $528.9K | 0.00% | −173,412−93.9% | Reduced |
| Ballentine Partners, LLC | 11,268 | $529.6K | 0.01% | +11,268 | New |
| Baltimore-Washington Financial Advisors, Inc. | 11,364 | $534.1K | 0.04% | +5,563+95.9% | Added |
| Parallax Volatility Advisers, L.P. | 11,372 | $534.5K | 0.01% | +11,372 | New |
| United Bank | 11,408 | $536.2K | 0.07% | −58−0.5% | Reduced |
| Altman Advisors, Inc. | 11,453 | $538.3K | 0.28% | −14,746−56.3% | Reduced |
| Verdence Capital Advisors LLC | 11,492 | $540.1K | 0.05% | −14,523−55.8% | Reduced |
| Bessemer Group Inc | 11,737 | $552.0K | 0.00% | −1,425−10.8% | Reduced |
| SS&H Financial Advisors, Inc. | 11,743 | $552.0K | 0.23% | −150−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 11,809 | $555.0K | 0.23% | −25,354−68.2% | Reduced |
| NEOS Investment Management LLC | 11,904 | $559.5K | 0.05% | +3,697+45.0% | Added |
| Triangle Securities Wealth Management | 11,904 | $559.5K | 0.17% | +10.0% | Added |
| Ti-Trust, Inc | 11,929 | $560.7K | 0.49% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,975 | $562.8K | 0.16% | −240−2.0% | Reduced |
| Pathway Financial Advisers, LLC | 12,016 | $564.8K | 0.22% | −1,547−11.4% | Reduced |
| Smithfield Trust Co | 12,012 | $566.0K | 0.03% | +2,400+25.0% | Added |
| Robeco Institutional Asset Management B.V. | 12,073 | $567.4K | 0.00% | −2,317−16.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,090 | $568.2K | 0.02% | −1,854−13.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,106 | $569.0K | 0.01% | −8,165−40.3% | Reduced |
| HBW Advisory Services LLC | 12,357 | $581.0K | 0.11% | +66+0.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,405 | $583.0K | 0.44% | +12,405 | New |
| Penn Mutual Asset Management, LLC | 12,426 | $584.0K | 0.45% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,539 | $586.3K | 0.02% | −9,051−41.9% | Reduced |
| Elmwood Wealth Management, Inc. | 12,497 | $587.4K | 0.41% | +1,259+11.2% | Added |
| Ontario Teachers Pension Plan Board | 12,509 | $587.9K | 0.01% | +12,509 | New |
| SYSTM Wealth Solutions LLC | 12,539 | $589.3K | 0.08% | +6,317+101.5% | Added |
| Procyon Private Wealth Partners, LLC | 12,594 | $591.9K | 0.05% | −2,443−16.2% | Reduced |
| Brown Brothers Harriman & Co | 12,603 | $592.3K | 0.00% | −2,784−18.1% | Reduced |
| Hall Capital Management Co Inc | 12,636 | $593.9K | 0.35% | −2,896−18.6% | Reduced |
| Insigneo Advisory Services, LLC | 12,646 | $594.4K | 0.08% | +904+7.7% | Added |
| Ingalls & Snyder LLC | 12,758 | $600.0K | 0.03% | −1,425−10.0% | Reduced |
| FDx Advisors, Inc. | 12,788 | $601.0K | 0.05% | −6,003−31.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,828 | $603.0K | 0.25% | −1,135−8.1% | Reduced |
| Aviva PLC | 12,856 | $604.2K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 12,879 | $605.3K | 0.17% | +4,922+61.9% | Added |
| Liberty One Investment Management, LLC | 12,898 | $606.2K | 0.07% | −778−5.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 12,903 | $606.4K | 0.21% | −688−5.1% | Reduced |
| Acadian Asset Management LLC | 12,947 | $608.0K | 0.00% | +5,820+81.7% | Added |
| Excalibur Management Corp | 12,970 | $609.6K | 0.29% | +675+5.5% | Added |
| Greenleaf Trust | 13,045 | $613.1K | 0.01% | −3,390−20.6% | Reduced |
| Donaldson Capital Management, LLC | 13,048 | $613.3K | 0.03% | −1,526−10.5% | Reduced |
| Platform Technology Partners | 13,569 | $613.6K | 0.24% | +3,921+40.6% | Added |
| GYL Financial Synergies, LLC | 13,066 | $614.1K | 0.05% | −7,651−36.9% | Reduced |
| Armor Investment Advisors, LLC | 13,162 | $618.6K | 0.33% | −2,782−17.4% | Reduced |
| Stonegate Investment Group, LLC | 13,221 | $621.4K | 0.02% | +383+3.0% | Added |
| TCW Group Inc | 13,221 | $622.2K | 0.01% | +13,221 | New |
| Principal Securities, Inc. | 13,277 | $624.0K | 0.02% | +13,277 | New |
| Caldwell Trust Co | 13,295 | $624.9K | 0.08% | −1,320−9.0% | Reduced |
| Allworth Financial LP | 13,324 | $626.2K | 0.00% | +4,957+59.2% | Added |
| Oak Thistle LLC | 13,366 | $628.2K | 0.18% | +13,366 | New |
| Meridian Financial Partners LLC | 13,849 | $630.0K | 0.65% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,432 | $631.3K | 0.04% | −89−0.7% | Reduced |
| Hilltop Holdings Inc. | 13,445 | $631.9K | 0.07% | −846−5.9% | Reduced |
| Merit Financial Group, LLC | 13,467 | $632.9K | 0.02% | +1,146+9.3% | Added |
| Csenge Advisory Group | 13,483 | $633.7K | 0.04% | −231−1.7% | Reduced |
| NTV Asset Management LLC | 13,509 | $634.9K | 0.11% | −587−4.2% | Reduced |
| Cornerstone Wealth Group, LLC | 13,537 | $636.2K | 0.09% | −106,550−88.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,548 | $636.8K | 0.02% | +173+1.3% | Added |
| Canal Capital Management, LLC | 13,571 | $637.8K | 0.12% | +8+0.1% | Added |
| Snowden Capital Advisors LLC | 13,701 | $644.0K | 0.02% | −2,145−13.5% | Reduced |
| Morningstar Investment Services LLC | 13,704 | $645.0K | 0.00% | −293,430−95.5% | Reduced |
| Signaturefd, LLC | 13,732 | $645.4K | 0.01% | +2,500+22.3% | Added |
| TCI Wealth Advisors, Inc. | 13,776 | $647.5K | 0.07% | −642−4.5% | Reduced |
| BCGM Wealth Management, LLC | 13,840 | $650.5K | 0.26% | +1,526+12.4% | Added |
| Peoples Bank | 13,859 | $651.4K | 0.52% | −1,510−9.8% | Reduced |
| HighPoint Advisor Group LLC | 13,552 | $654.0K | 0.05% | +13,552 | New |
| Jacobi Capital Management LLC | 13,990 | $657.5K | 0.07% | −1,299−8.5% | Reduced |
| Harbour Investments, Inc. | 14,001 | $658.1K | 0.03% | −1,198−7.9% | Reduced |
| CNB Bank | 14,222 | $668.4K | 0.36% | +187+1.3% | Added |
| Boston Financial Mangement LLC | 14,225 | $668.6K | 0.02% | −1,123−7.3% | Reduced |
| Intrua Financial, LLC | 14,252 | $669.8K | 0.10% | −4,003−21.9% | Reduced |
| Haverford Trust Co | 14,296 | $671.9K | 0.01% | −405−2.8% | Reduced |
| Smith, Salley & Associates | 14,335 | $673.7K | 0.04% | +8,069+128.8% | Added |