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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 4,938 | $232.1K | 0.01% | −2,383−32.6% | Reduced |
| Stokes Family Office, LLC | 4,935 | $231.9K | 0.03% | −12−0.2% | Reduced |
| Private Trust Co NA | 4,934 | $231.9K | 0.03% | −1,096−18.2% | Reduced |
| Vantage Consulting Group Inc | 4,928 | $231.6K | 0.16% | −297−5.7% | Reduced |
| RSM US Wealth Management LLC | 4,927 | $231.6K | 0.01% | +4,927 | New |
| Summit Asset Management, LLC | 4,926 | $231.5K | 0.06% | −1,550−23.9% | Reduced |
| Symmetry Partners, LLC | 4,905 | $231.0K | 0.01% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 4,905 | $230.5K | 0.11% | +4,905 | New |
| Flputnam Investment Management Co | 4,897 | $230.2K | 0.01% | −10−0.2% | Reduced |
| Luts & Greenleigh Group, Inc | 4,850 | $227.9K | 0.29% | −200−4.0% | Reduced |
| Investment Partners Asset Management, Inc. | 4,840 | $227.5K | 0.23% | +4,840 | New |
| North Star Investment Management Corp. | 4,837 | $227.3K | 0.02% | −466−8.8% | Reduced |
| Northwest Financial Advisors | 4,803 | $225.7K | 0.19% | +4,803 | New |
| Wolverine Asset Management LLC | 4,799 | $225.6K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,797 | $225.5K | 0.02% | −4,433−48.0% | Reduced |
| Evolution Advisers, Inc. | 4,641 | $225.0K | 0.14% | +1,405+43.4% | Added |
| Trueblood Wealth Management, LLC | 4,769 | $224.1K | 0.14% | +4,769 | New |
| Epoch Investment Partners, Inc. | 4,765 | $224.0K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,759 | $223.7K | 0.11% | −384−7.5% | Reduced |
| Marex Group plc | 4,754 | $223.4K | 0.01% | −1,817−27.7% | Reduced |
| Ameritas Advisory Services, LLC | 4,876 | $221.8K | 0.01% | −2,466−33.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,711 | $221.4K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,705 | $221.1K | 0.16% | +4,705 | New |
| Kinloch Capital, LLC | 4,682 | $220.1K | 0.14% | −570−10.9% | Reduced |
| Clearbridge Investments, LLC | 4,616 | $217.0K | 0.00% | +4,616 | New |
| Carolinas Wealth Consulting LLC | 51,196 | $216.8K | 0.05% | −130.0% | Reduced |
| Atomi Financial Group, Inc. | 4,608 | $216.6K | 0.03% | +4,608 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $216.0K | 0.00% | 00.0% | Unchanged |
| Renasant Bank | 4,587 | $215.6K | 0.17% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,583 | $215.0K | 0.00% | +625+15.8% | Added |
| Meridian Financial, LLC | 4,574 | $215.0K | 0.17% | +4,574 | New |
| Spinnaker Trust | 4,536 | $213.2K | 0.01% | −970−17.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,521 | $212.5K | 0.15% | +492+12.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 4,495 | $211.3K | 0.00% | +4,495 | New |
| Concord Asset Management, LLC | 4,483 | $210.7K | 0.06% | +4,483 | New |
| Prio Wealth Limited Partnership | 4,474 | $210.3K | 0.01% | +4,474 | New |
| Capital Analysts, LLC | 4,458 | $210.0K | 0.01% | −788−15.0% | Reduced |
| Flynn Zito Capital Management, LLC | 4,440 | $208.7K | 0.14% | +4,440 | New |
| Wealth Quarterback LLC | 4,430 | $208.2K | 0.13% | −17,229−79.5% | Reduced |
| Financial Planning & Information Services, Inc. | 4,428 | $208.1K | 0.03% | −444−9.1% | Reduced |
| Wedmont Private Capital | 4,226 | $207.1K | 0.02% | +4,226 | New |
| R.H. Dinel Investment Counsel, Inc. | 4,400 | $206.8K | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,394 | $206.5K | 0.05% | −4,375−49.9% | Reduced |
| First City Capital Management, Inc. | 4,386 | $206.1K | 0.12% | −1,053−19.4% | Reduced |
| Hanson & Doremus Investment Management | 4,388 | $206.0K | 0.04% | −145−3.2% | Reduced |
| Regal Investment Advisors LLC | 4,381 | $205.9K | 0.02% | +4,381 | New |
| Sapient Capital LLC | 4,377 | $205.7K | 0.01% | +4,377 | New |
| Lloyd Advisory Services, LLC. | 4,362 | $205.0K | 0.10% | +4,362 | New |
| Cornerstone Wealth Management, LLC | 4,360 | $204.9K | 0.02% | +4,360 | New |
| Monument Group Wealth Advisors, LLC | 4,354 | $204.6K | 0.17% | +4,354 | New |
| Boston Family Office LLC | 4,316 | $203.0K | 0.02% | +4,316 | New |
| Pier 88 Investment Partners LLC | 4,315 | $202.8K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $202.1K | 0.06% | −2,051−32.3% | Reduced |
| Hunter Associates Investment Management LLC | 4,308 | $202.0K | 0.04% | −3,371−43.9% | Reduced |
| Gateway Investment Advisers LLC | 4,273 | $200.8K | 0.00% | −2,218−34.2% | Reduced |
| Welch & Forbes LLC | 4,273 | $200.8K | 0.00% | −1,438−25.2% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $196.3K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,168 | $195.9K | 0.00% | +4,168 | New |
| FWL Investment Management, LLC | 4,135 | $194.3K | 0.11% | +4,135 | New |
| Farther Finance Advisors, LLC | 4,124 | $193.9K | 0.01% | +2,321+128.7% | Added |
| CX Institutional | 3,913 | $183.9K | 0.01% | −1,344−25.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,875 | $182.1K | 0.16% | +75+2.0% | Added |
| Penserra Capital Management LLC | 3,873 | $181.0K | 0.00% | −812−17.3% | Reduced |
| GeoWealth Management, LLC | 3,808 | $179.0K | 0.01% | +3,808 | New |
| Garner Asset Management Corp | 4,068 | $178.5K | 0.09% | +4,068 | New |
| First Financial Corp | 3,766 | $177.0K | 0.09% | −38−1.0% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $176.3K | 0.01% | +291+8.4% | Added |
| Quent Capital, LLC | 3,627 | $170.5K | 0.02% | +1,861+105.4% | Added |
| Truvestments Capital LLC | 3,622 | $170.2K | 0.08% | −468−11.4% | Reduced |
| Tompkins Financial Corp | 3,620 | $170.1K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,566 | $167.6K | 0.08% | −964−21.3% | Reduced |
| Colonial Trust Co | 3,397 | $159.7K | 0.03% | −4,717−58.1% | Reduced |
| Richardson Financial Services Inc. | 3,395 | $159.6K | 0.14% | +3,395 | New |
| Sound Income Strategies, LLC | 3,221 | $151.4K | 0.01% | +756+30.7% | Added |
| AdvisorNet Financial, Inc | 3,173 | $149.1K | 0.01% | −126−3.8% | Reduced |
| Pittenger & Anderson Inc | 3,150 | $148.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $144.2K | 0.00% | −20−0.6% | Reduced |
| Mechanics Financial Corp | 3,000 | $141.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,970 | $139.6K | 0.01% | +975+48.9% | Added |
| Independence Bank of Kentucky | 2,915 | $137.0K | 0.05% | −37−1.3% | Reduced |
| Valley National Advisers Inc | 2,853 | $134.0K | 0.02% | −9−0.3% | Reduced |
| Versant Capital Management, Inc | 2,812 | $132.2K | 0.04% | −128−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,776 | $130.5K | 0.05% | +2,276+455.2% | Added |
| Sawyer & Company, Inc | 2,711 | $127.0K | 0.06% | −174−6.0% | Reduced |
| Dakota Community Bank & Trust NA | 2,621 | $123.2K | 0.69% | +230+9.6% | Added |
| DAGCO, Inc. | 2,617 | $123.0K | 0.11% | +2,617 | New |
| Dynamic Wealth Strategies, LLC | 2,617 | $123.0K | 0.11% | +2,617 | New |
| Motco | 2,599 | $122.2K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,597 | $122.1K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,586 | $121.6K | 0.04% | +1,374+113.4% | Added |
| Glen Eagle Advisors, LLC | 2,580 | $121.2K | 0.03% | +16+0.6% | Added |
| Sittner & Nelson, LLC | 2,548 | $119.8K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,455 | $115.4K | 0.02% | +259+11.8% | Added |
| MeadowBrook Investment Advisors LLC | 2,440 | $114.7K | 0.11% | +2,440 | New |
| Hall Laurie J Trustee | 2,425 | $114.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,398 | $112.7K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,379 | $111.8K | 0.00% | +1,000+72.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,294 | $108.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 2,297 | $108.0K | 0.00% | −6,968−75.2% | Reduced |
| Glassman Wealth Services | 2,294 | $107.8K | 0.02% | −368−13.8% | Reduced |