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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 14,337 | $673.8K | 0.02% | −82−0.6% | Reduced |
| Diversified Trust Co | 14,339 | $673.9K | 0.02% | +7,071+97.3% | Added |
| Joel Isaacson & Co., LLC | 14,358 | $674.8K | 0.04% | +72+0.5% | Added |
| Wealthcare Advisory Partners LLC | 14,427 | $678.1K | 0.03% | −1,389−8.8% | Reduced |
| Cypress Capital Group | 14,497 | $681.4K | 0.09% | −1,253−8.0% | Reduced |
| My Legacy Advisors, LLC | 14,484 | $682.4K | 0.25% | −1,693−10.5% | Reduced |
| Marco Investment Management LLC | 14,539 | $683.3K | 0.07% | +131+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 14,556 | $684.1K | 0.01% | −6,842−32.0% | Reduced |
| Founders Financial Alliance, LLC | 14,564 | $684.5K | 0.27% | −1,378−8.6% | Reduced |
| TCTC Holdings, LLC | 14,589 | $685.7K | 0.03% | −190−1.3% | Reduced |
| Linscomb & Williams, Inc. | 14,603 | $686.3K | 0.04% | −5,789−28.4% | Reduced |
| Park Place Capital Corp | 14,706 | $691.2K | 0.28% | −1,918−11.5% | Reduced |
| Coldstream Capital Management Inc | 14,752 | $693.3K | 0.02% | +1,015+7.4% | Added |
| Archford Capital Strategies, LLC | 14,909 | $700.7K | 0.13% | −7,681−34.0% | Reduced |
| D.B. Root & Company, LLC | 14,984 | $704.2K | 0.26% | −966−6.1% | Reduced |
| Adams Wealth Management | 15,023 | $706.1K | 0.21% | +309+2.1% | Added |
| MAI Capital Management | 15,298 | $719.0K | 0.01% | +1,064+7.5% | Added |
| Horizon Investments, LLC | 15,372 | $722.5K | 0.02% | +9,323+154.1% | Added |
| Sovereign Financial Group, Inc. | 15,503 | $728.6K | 0.22% | −735−4.5% | Reduced |
| Whitener Capital Management, Inc. | 15,545 | $730.6K | 0.26% | −3,550−18.6% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $737.9K | 0.14% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 15,701 | $737.9K | 0.01% | −39,900−71.8% | Reduced |
| Hendershot Investments Inc. | 15,769 | $741.1K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 16,086 | $756.0K | 0.14% | −2,925−15.4% | Reduced |
| Arlington Capital Management, Inc. | 16,279 | $765.1K | 0.70% | +16,279 | New |
| SeaCrest Wealth Management, LLC | 15,644 | $767.2K | 0.09% | −669−4.1% | Reduced |
| PBMares Wealth Management LLC | 16,368 | $769.3K | 0.23% | −776−4.5% | Reduced |
| Woodstock Corp | 16,444 | $772.9K | 0.09% | −2,330−12.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,459 | $773.6K | 0.56% | −156−0.9% | Reduced |
| Acorn Financial Advisory Services Inc | 16,405 | $773.9K | 0.14% | −568−3.3% | Reduced |
| Verus Financial Partners, Inc. | 17,115 | $779.8K | 0.10% | −778−4.3% | Reduced |
| Venture Visionary Partners LLC | 16,596 | $780.0K | 0.04% | −744−4.3% | Reduced |
| Spirit of America Management Corp | 16,600 | $780.2K | 0.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,642 | $782.2K | 0.00% | +14,948+882.4% | Added |
| Point72 Hong Kong Ltd | 16,694 | $784.6K | 0.05% | +16,694 | New |
| Ancora Advisors, LLC | 16,849 | $791.9K | 0.02% | −275−1.6% | Reduced |
| Trust Co of Vermont | 16,876 | $793.2K | 0.05% | −16,265−49.1% | Reduced |
| HM Payson & Co | 17,160 | $806.5K | 0.02% | −3,345−16.3% | Reduced |
| First Horizon Advisors, Inc. | 17,167 | $806.8K | 0.03% | +151+0.9% | Added |
| Waterfront Wealth Inc. | 17,294 | $812.8K | 0.24% | +282+1.7% | Added |
| Miracle Mile Advisors, LLC | 17,307 | $813.4K | 0.02% | −31−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,425 | $819.0K | 0.08% | +17,425 | New |
| Pinnacle Financial Partners Inc | 17,575 | $826.0K | 0.02% | −9,042−34.0% | Reduced |
| Bank of New Hampshire | 17,768 | $835.1K | 0.24% | +3,364+23.4% | Added |
| Taylor Hoffman Wealth Management | 17,996 | $845.8K | 0.38% | −467−2.5% | Reduced |
| Hayek Kallen Investment Management | 18,068 | $849.0K | 0.35% | −3,670−16.9% | Reduced |
| Heritage Wealth Advisors | 18,111 | $851.2K | 0.04% | +1,739+10.6% | Added |
| Exencial Wealth Advisors, LLC | 18,128 | $852.0K | 0.03% | −2,767−13.2% | Reduced |
| Chickasaw Capital Management LLC | 18,216 | $856.0K | 0.04% | −230−1.2% | Reduced |
| Reuter James Wealth Management, LLC | 18,229 | $856.8K | 0.58% | −665−3.5% | Reduced |
| Charter Trust Co | 18,410 | $865.3K | 0.06% | −37,561−67.1% | Reduced |
| Paradigm Financial Partners, LLC | 18,410 | $865.3K | 0.21% | −1,599−8.0% | Reduced |
| Econ Financial Services Corp | 18,500 | $869.5K | 0.61% | +2,300+14.2% | Added |
| Buttonwood Financial Advisors Inc. | 18,592 | $873.8K | 0.48% | −1,059−5.4% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $878.9K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 18,884 | $887.5K | 0.22% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 18,891 | $887.9K | 1.02% | −1,340−6.6% | Reduced |
| Washington Trust Co | 18,931 | $889.8K | 0.04% | −103,892−84.6% | Reduced |
| Sequoia Financial Advisors, LLC | 18,936 | $890.0K | 0.01% | +8,484+81.2% | Added |
| Beck Mack & Oliver LLC | 18,965 | $891.4K | 0.02% | 00.0% | Unchanged |
| Dover Advisors, LLC | 18,991 | $892.6K | 1.17% | −2,184−10.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,016 | $893.7K | 0.74% | −15−0.1% | Reduced |
| Simmons Bank | 19,233 | $904.0K | 0.07% | −6,430−25.1% | Reduced |
| Waters Parkerson & Co., LLC | 19,260 | $905.0K | 0.05% | −166−0.9% | Reduced |
| Bull Street Advisors, LLC | 19,271 | $906.0K | 0.46% | −370−1.9% | Reduced |
| Veriti Management LLC | 19,319 | $908.0K | 0.08% | +1,004+5.5% | Added |
| Azimuth Capital Investment Management LLC | 19,408 | $912.2K | 0.04% | +700+3.7% | Added |
| Degroof Petercam Asset Management | 19,500 | $916.5K | 0.01% | +19,500 | New |
| Spire Wealth Management | 20,248 | $917.7K | 0.03% | −1,014−4.8% | Reduced |
| Investment Management Corp of Ontario | 19,541 | $918.4K | 0.02% | +19,541 | New |
| Proequities, Inc. | 19,550 | $918.8K | 0.07% | −1,444−6.9% | Reduced |
| CSM Advisors, LLC | 19,699 | $926.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19,705 | $926.1K | 0.08% | +19,705 | New |
| Beverly Hills Private Wealth, LLC | 19,757 | $928.6K | 0.24% | −16,603−45.7% | Reduced |
| Wealth Alliance | 19,883 | $934.5K | 0.13% | −1,398−6.6% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $956.7K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 20,370 | $957.4K | 0.42% | −160−0.8% | Reduced |
| Groupama Asset Managment | 20,617 | $969.3K | 0.03% | +20,617 | New |
| Community Bank, N.A. | 20,632 | $969.7K | 0.13% | −3,400−14.1% | Reduced |
| Patten Group, Inc. | 20,772 | $976.3K | 0.26% | −431−2.0% | Reduced |
| 3Chopt Investment Partners, LLC | 20,827 | $978.9K | 0.36% | −16,287−43.9% | Reduced |
| Alberta Investment Management Corp | 20,900 | $982.3K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 20,942 | $984.3K | 0.00% | −783−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 21,059 | $989.8K | 0.02% | −43,083−67.2% | Reduced |
| Chiron Capital Management, LLC | 21,098 | $991.6K | 0.86% | −5,200−19.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,270 | $999.7K | 0.04% | +120+0.6% | Added |
| Radnor Capital Management, LLC | 21,402 | $1.01M | 0.19% | −100−0.5% | Reduced |
| HB Wealth Management, LLC | 21,440 | $1.01M | 0.01% | +6,072+39.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,482 | $1.01M | 0.02% | +9,738+82.9% | Added |
| Atlantic Union Bankshares Corp | 21,698 | $1.02M | 0.09% | −2,630−10.8% | Reduced |
| FJ Investments, LLC | 21,800 | $1.02M | 0.05% | +21,800 | New |
| Capital Investment Counsel, Inc | 21,857 | $1.03M | 0.18% | +1,924+9.7% | Added |
| Strategic Planning Group, LLC | 21,898 | $1.03M | 0.34% | +21,898 | New |
| Cullinan Associates Inc | 22,078 | $1.04M | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 22,176 | $1.04M | 0.12% | −6,511−22.7% | Reduced |
| South State Corp. | 22,202 | $1.04M | 0.09% | −3,744−14.4% | Reduced |
| Bleakley Financial Group, LLC | 22,214 | $1.04M | 0.03% | +5,129+30.0% | Added |
| Stock Yards Bank & Trust Co | 22,340 | $1.05M | 0.04% | −2,699−10.8% | Reduced |
| Culbertson A N & Co Inc | 22,673 | $1.07M | 0.20% | −662−2.8% | Reduced |
| Squarepoint Ops LLC | 22,674 | $1.07M | 0.00% | −6,058−21.1% | Reduced |