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 |
|---|---|---|---|---|---|
| Burkett Financial Services, LLC | 2,266 | $106.5K | 0.06% | +2,266 | New |
| Jamison Private Wealth Management, Inc. | 2,249 | $105.7K | 0.02% | +14+0.6% | Added |
| Macroview Investment Management LLC | 2,224 | $104.5K | 0.12% | −105−4.5% | Reduced |
| NSI Retail Advisors, LLC | 2,211 | $104.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 2,179 | $102.4K | 0.05% | +2,179 | New |
| New Millennium Group LLC | 2,127 | $100.0K | 0.09% | −2,490−53.9% | Reduced |
| Rakuten Investment Management, Inc. | 2,069 | $97.4K | 0.00% | +2,069 | New |
| Union Savings Bank | 2,070 | $97.3K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,025 | $97.0K | 0.07% | −1,595−44.1% | Reduced |
| Duncker Streett & Co Inc | 2,035 | $95.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,005 | $94.2K | 0.03% | +6+0.3% | Added |
| Washington Trust Advisors, Inc. | 2,000 | $94.0K | 0.01% | −2,000−50.0% | Reduced |
| Alta Advisers Ltd | 2,000 | $94.0K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,929 | $90.7K | 0.01% | −100−4.9% | Reduced |
| First Manhattan Co | 1,929 | $90.7K | 0.00% | +29+1.5% | Added |
| Institutional & Family Asset Management, LLC | 1,900 | $89.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,876 | $88.2K | 0.01% | −14,842−88.8% | Reduced |
| Sofos Investments, Inc. | 1,873 | $88.0K | 0.02% | −33,714−94.7% | Reduced |
| Aspect Partners, LLC | 1,797 | $84.5K | 0.05% | +1,797 | New |
| Tradewinds Capital Management, LLC | 1,762 | $82.8K | 0.03% | +25+1.4% | Added |
| EdgeRock Capital LLC | 1,779 | $81.2K | 0.06% | +1,779 | New |
| Focused Wealth Management, Inc | 1,715 | $80.6K | 0.01% | +20+1.2% | Added |
| Neo Ivy Capital Management | 1,706 | $80.0K | 0.18% | +1,706 | New |
| GPS Wealth Strategies Group, LLC | 1,689 | $79.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,687 | $79.3K | 0.02% | +10+0.6% | Added |
| Laurel Wealth Advisors LLC | 1,687 | $79.3K | 0.02% | −1,846−52.3% | Reduced |
| Evermay Wealth Management LLC | 1,672 | $78.6K | 0.01% | +8+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,658 | $77.9K | 0.04% | −2,391−59.1% | Reduced |
| Logan Capital Management Inc | 1,648 | $77.5K | 0.00% | +1,250+314.1% | Added |
| Global Trust Asset Management, LLC | 1,614 | $75.9K | 0.03% | −491−23.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $75.8K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,600 | $74.4K | 0.06% | +350+28.0% | Added |
| Hobbs Group Advisors, LLC | 1,583 | $74.4K | 0.03% | +1,583 | New |
| Harbor Investment Advisory, LLC | 1,573 | $73.9K | 0.01% | −2−0.1% | Reduced |
| Piscataqua Savings Bank | 1,567 | $73.6K | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,533 | $72.1K | 0.02% | +1,533 | New |
| CVA Family Office, LLC | 1,532 | $72.0K | 0.01% | −3,050−66.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,526 | $71.7K | 0.01% | +837+121.5% | Added |
| Semmax Financial Advisors Inc. | 1,605 | $71.2K | 0.03% | −937−36.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,483 | $69.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,450 | $68.2K | 0.02% | +92+6.8% | Added |
| Compass Wealth Management LLC | 1,446 | $68.0K | 0.02% | +500+52.9% | Added |
| CoreFirst Bank & Trust | 1,376 | $64.7K | 0.04% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,376 | $64.7K | 0.02% | +1,376 | New |
| Oakworth Capital, Inc. | 1,375 | $64.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,364 | $64.0K | 0.00% | +1,364 | New |
| Rockbridge Investment Management, LCC | 1,349 | $63.4K | 0.01% | +1,349 | New |
| Bray Capital Advisors | 1,347 | $63.3K | 0.02% | +2+0.1% | Added |
| West Oak Capital, LLC | 1,800 | $62.0K | 0.03% | −100−5.3% | Reduced |
| EntryPoint Capital, LLC | 1,302 | $61.2K | 0.06% | +1,302 | New |
| Resurgent Financial Advisors LLC | 1,294 | $60.8K | 0.04% | −657−33.7% | Reduced |
| Proffitt & Goodson Inc | 1,275 | $59.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,272 | $59.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,214 | $57.1K | 0.02% | −10−0.8% | Reduced |
| CKW Financial Group | 1,200 | $56.0K | 0.01% | +400+50.0% | Added |
| Paloma Partners Management Co | 1,183 | $55.6K | 0.01% | −61,046−98.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,159 | $54.5K | 0.00% | −234−16.8% | Reduced |
| BKM Wealth Management, LLC | 1,151 | $54.1K | 0.02% | +1,151 | New |
| Private Wealth Management Group, LLC | 1,109 | $52.1K | 0.03% | +1,109 | New |
| Strategic Investment Solutions, Inc. | 1,095 | $51.5K | 0.01% | −18,911−94.5% | Reduced |
| Financial Management Professionals, Inc. | 1,095 | $51.0K | 0.01% | +64+6.2% | Added |
| Silvant Capital Management LLC | 1,071 | $50.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,050 | $49.4K | 0.00% | −884−45.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,047 | $49.2K | 0.04% | +1,047 | New |
| Vestor Capital, LLC | 1,028 | $48.0K | 0.00% | −470−31.4% | Reduced |
| True Wealth Design, LLC | 1,008 | $47.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $47.0K | 0.01% | −34−3.3% | Reduced |
| Atwood & Palmer Inc | 1,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 936 | $44.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 921 | $43.0K | 0.01% | +271+41.7% | Added |
| Ossiam | 897 | $42.2K | 0.00% | −6,803−88.4% | Reduced |
| ICA Group Wealth Management, LLC | 895 | $42.1K | 0.01% | +895 | New |
| Horizon Bancorp Inc | 900 | $42.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $42.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 891 | $41.9K | 0.01% | −7,705−89.6% | Reduced |
| Missouri Trust & Investment Co | 825 | $38.8K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 810 | $38.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 808 | $38.0K | 0.01% | +804+20,100.0% | Added |
| American Capital Advisory, LLC | 790 | $37.1K | 0.03% | +790 | New |
| Aspire Private Capital, LLC | 779 | $36.6K | 0.01% | −29−3.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 743 | $34.0K | 0.01% | −302−28.9% | Reduced |
| Optimum Investment Advisors | 711 | $33.4K | 0.02% | −733−50.8% | Reduced |
| Millburn Ridgefield Corp | 693 | $32.6K | 0.00% | −165−19.2% | Reduced |
| Catalyst Capital Advisors LLC | 693 | $32.6K | 0.00% | −165−19.2% | Reduced |
| FSC Wealth Advisors, LLC | 684 | $32.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 683 | $32.1K | 0.01% | −773−53.1% | Reduced |
| Venturi Wealth Management, LLC | 677 | $31.8K | 0.00% | +310+84.5% | Added |
| Baystate Wealth Management LLC | 676 | $31.8K | 0.00% | −232−25.6% | Reduced |
| Center for Financial Planning, Inc. | 675 | $31.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 670 | $31.5K | 0.00% | −67−9.1% | Reduced |
| Trust Co | 650 | $30.6K | 0.00% | +500+333.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 646 | $30.4K | 0.01% | +646 | New |
| Carmichael Hill & Associates, Inc. | 643 | $30.2K | 0.01% | −241−27.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 639 | $30.0K | 0.01% | −200−23.8% | Reduced |
| Covestor Ltd | 631 | $30.0K | 0.02% | +247+64.3% | Added |
| FSA Wealth Management LLC | 629 | $30.0K | 0.01% | +629 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $29.1K | 0.01% | +620 | New |
| Newbridge Financial Services Group, Inc. | 613 | $28.8K | 0.01% | +94+18.1% | Added |
| Criterion Capital Advisors, LLC | 608 | $28.6K | 0.02% | +608 | New |
| Atticus Wealth Management, LLC | 593 | $27.9K | 0.01% | 00.0% | Unchanged |