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 |
|---|---|---|---|---|---|
| Bokf, NA | 22,715 | $1.07M | 0.02% | −3,593−13.7% | Reduced |
| NBT Bank N A | 22,759 | $1.07M | 0.08% | +3,591+18.7% | Added |
| Arrow Financial Corp | 22,855 | $1.07M | 0.11% | +736+3.3% | Added |
| Advisory Services Network, LLC | 22,860 | $1.07M | 0.03% | −15,801−40.9% | Reduced |
| Bard Financial Services, Inc. | 23,000 | $1.08M | 0.12% | +2,400+11.7% | Added |
| Kestra Private Wealth Services, LLC | 23,342 | $1.10M | 0.03% | −1,777−7.1% | Reduced |
| City Holding Co | 23,400 | $1.10M | 0.18% | −2,744−10.5% | Reduced |
| Concurrent Investment Advisors, LLC | 23,512 | $1.11M | 0.05% | +23,512 | New |
| United Services Automobile Association | 23,576 | $1.11M | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 23,676 | $1.11M | 0.02% | +15,807+200.9% | Added |
| Tocqueville Asset Management L.P. | 23,804 | $1.12M | 0.02% | −99,380−80.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 24,232 | $1.14M | 1.00% | −31,532−56.5% | Reduced |
| Ridgewood Investments LLC | 24,326 | $1.14M | 0.68% | −365−1.5% | Reduced |
| Main Street Group, LTD | 24,414 | $1.15M | 0.40% | +24,414 | New |
| Prudential PLC | 24,429 | $1.15M | 0.01% | −52−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 24,857 | $1.17M | 0.38% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,890 | $1.17M | 0.10% | −3,046−10.9% | Reduced |
| Kingsview Wealth Management, LLC | 24,965 | $1.17M | 0.04% | −80.0% | Reduced |
| First County Bank | 24,992 | $1.17M | 0.57% | −6,379−20.3% | Reduced |
| Pensionfund Sabic | 25,000 | $1.18M | 0.37% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 25,183 | $1.18M | 0.26% | −600−2.3% | Reduced |
| Moloney Securities Asset Management, LLC | 25,246 | $1.19M | 0.19% | −493−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,291 | $1.19M | 0.01% | +111+0.4% | Added |
| Assetmark, Inc | 25,296 | $1.19M | 0.00% | +3,603+16.6% | Added |
| Lee Danner & Bass Inc | 25,462 | $1.20M | 0.10% | +3,585+16.4% | Added |
| Jarislowsky, Fraser Ltd | 25,568 | $1.20M | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 25,701 | $1.21M | 0.07% | +4,305+20.1% | Added |
| Tredje AP-fonden | 25,954 | $1.22M | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 26,061 | $1.22M | 0.56% | +483+1.9% | Added |
| Moors & Cabot, Inc. | 26,077 | $1.23M | 0.08% | +1,107+4.4% | Added |
| Slow Capital, Inc. | 26,299 | $1.24M | 0.22% | −2,332−8.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,488 | $1.24M | 0.03% | +76+0.3% | Added |
| Johnson Investment Counsel Inc | 26,636 | $1.25M | 0.01% | −1,686−6.0% | Reduced |
| Asset Dedication, LLC | 26,782 | $1.25M | 0.10% | +328+1.2% | Added |
| Sawtooth Solutions, LLC | 26,809 | $1.26M | 0.03% | +9,724+56.9% | Added |
| Ategra Capital Management, LLC | 27,299 | $1.28M | 0.57% | +1,749+6.8% | Added |
| Canandaigua National Bank & Trust Co | 27,501 | $1.29M | 0.20% | −2,289−7.7% | Reduced |
| Quantinno Capital Management LP | 27,584 | $1.30M | 0.05% | −4,383−13.7% | Reduced |
| Thomasville National Bank | 27,637 | $1.30M | 0.12% | −1,001−3.5% | Reduced |
| Palisade Asset Management, LLC | 27,641 | $1.30M | 0.14% | −2,840−9.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,653 | $1.30M | 0.03% | −6,982−20.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,077 | $1.32M | 0.07% | +1,538+5.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 28,237 | $1.33M | 0.96% | −6,725−19.2% | Reduced |
| Sepio Capital, LP | 28,240 | $1.33M | 0.11% | −30,280−51.7% | Reduced |
| Massmutual Trust Co FSB | 28,397 | $1.33M | 0.04% | −6,683−19.1% | Reduced |
| Illinois Municipal Retirement Fund | 28,451 | $1.34M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 28,653 | $1.35M | 0.02% | +9,542+49.9% | Added |
| Umb Bank N A | 28,670 | $1.35M | 0.02% | −2,099−6.8% | Reduced |
| Argent Advisors, Inc. | 28,681 | $1.35M | 0.59% | +1,874+7.0% | Added |
| Axxcess Wealth Management, LLC | 28,735 | $1.35M | 0.04% | +4,214+17.2% | Added |
| Vestmark Advisory Solutions, Inc. | 28,807 | $1.35M | 0.07% | −2,906−9.2% | Reduced |
| TCG Advisory Services, LLC | 28,817 | $1.35M | 0.09% | +19,758+218.1% | Added |
| Empirical Finance, LLC | 28,843 | $1.36M | 0.09% | +210+0.7% | Added |
| Man Group plc | 29,040 | $1.36M | 0.00% | – | – |
| Wilbanks Smith & Thomas Asset Management LLC | 29,266 | $1.38M | 0.04% | −1,257−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 29,342 | $1.38M | 0.01% | +12,043+69.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 29,343 | $1.38M | 0.19% | −37,421−56.0% | Reduced |
| Trust Co of Toledo NA | 29,504 | $1.39M | 0.24% | −7,931−21.2% | Reduced |
| Pinnacle Associates Ltd | 29,602 | $1.39M | 0.02% | −3,860−11.5% | Reduced |
| SageView Advisory Group, LLC | 30,431 | $1.39M | 0.06% | +18,405+153.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 29,773 | $1.40M | 0.05% | +10,957+58.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,812 | $1.40M | 0.10% | +1,197+4.2% | Added |
| Sandy Spring Bank | 29,900 | $1.41M | 0.07% | −3,328−10.0% | Reduced |
| Norinchukin Bank, The | 30,079 | $1.41M | 0.03% | −3,978−11.7% | Reduced |
| Bay Rivers Group | 30,426 | $1.43M | 0.90% | +198+0.7% | Added |
| NewEdge Wealth, LLC | 30,559 | $1.44M | 0.04% | −3,698−10.8% | Reduced |
| First National Trust Co | 31,138 | $1.46M | 0.06% | −11,392−26.8% | Reduced |
| Berkshire Bank | 31,229 | $1.47M | 0.39% | −1,036−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,457 | $1.48M | 0.02% | +17,256+121.5% | Added |
| South Dakota Investment Council | 31,724 | $1.49M | 0.03% | +1,300+4.3% | Added |
| IHT Wealth Management, LLC | 31,955 | $1.50M | 0.07% | +22,125+225.1% | Added |
| Money Concepts Capital Corp | 32,056 | $1.51M | 0.14% | +1,728+5.7% | Added |
| Lowe Brockenbrough & Co Inc | 32,156 | $1.51M | 0.12% | −1,691−5.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 32,367 | $1.52M | 0.39% | −5,744−15.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 32,576 | $1.53M | 0.05% | −60.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 32,733 | $1.54M | 0.30% | −5,863−15.2% | Reduced |
| National Asset Management, Inc. | 32,749 | $1.54M | 0.04% | −16,336−33.3% | Reduced |
| Toroso Investments, LLC | 32,800 | $1.54M | 0.04% | +4,389+15.4% | Added |
| Sciencast Management LP | 33,097 | $1.56M | 0.85% | +33,097 | New |
| Profund Advisors LLC | 33,829 | $1.59M | 0.07% | −879−2.5% | Reduced |
| First Citizens Bank & Trust Co | 33,917 | $1.59M | 0.03% | +8,034+31.0% | Added |
| Central Trust Co | 34,017 | $1.60M | 0.04% | −3,791−10.0% | Reduced |
| Metropolitan Life Insurance Co | 34,061 | $1.60M | 0.08% | −559−1.6% | Reduced |
| Conning Inc. | 34,252 | $1.61M | 0.06% | −55−0.2% | Reduced |
| Financial Security Advisor, Inc. | 34,566 | $1.62M | 0.64% | −4,263−11.0% | Reduced |
| Stratos Wealth Partners, LTD. | 34,662 | $1.63M | 0.03% | −3,370−8.9% | Reduced |
| Banque Cantonale Vaudoise | 34,904 | $1.64M | 0.07% | +12,488+55.7% | Added |
| Tiaa Trust, National Association | 35,187 | $1.65M | 0.01% | −2,781−7.3% | Reduced |
| Park Avenue Securities LLC | 35,459 | $1.67M | 0.02% | −1,862−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 35,568 | $1.67M | 0.03% | −766−2.1% | Reduced |
| Blair William & Co | 35,778 | $1.68M | 0.01% | −3,355−8.6% | Reduced |
| Sagefield Capital LP | 36,340 | $1.71M | 0.22% | +36,340 | New |
| Apollon Wealth Management, LLC | 36,372 | $1.71M | 0.06% | +3,679+11.3% | Added |
| Courier Capital LLC | 36,981 | $1.74M | 0.13% | −1,504−3.9% | Reduced |
| Raleigh Capital Management Inc. | 37,056 | $1.74M | 0.81% | −1,086−2.8% | Reduced |
| Raymond James Trust N.A. | 37,169 | $1.75M | 0.05% | −1,221−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 37,440 | $1.76M | 0.03% | +2,161+6.1% | Added |
| Beacon Pointe Advisors, LLC | 37,465 | $1.76M | 0.02% | −3,059−7.5% | Reduced |
| D.A. Davidson & Co. | 37,599 | $1.77M | 0.02% | −6,971−15.6% | Reduced |
| Mutual Advisors, LLC | 37,759 | $1.77M | 0.06% | −4,299−10.2% | Reduced |