Dominion Energy, Inc

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000715957

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 1,239 institutions

Value heldQ4 2023: $28.7B

Institutions holding D and their total value by quarter
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.

Institutions holding D in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Avalon Trust Co	590	$27.7K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	587	$27.6K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	559	$26.3K	0.01%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	557	$26.2K	0.01%	00.0%	Unchanged
Live Oak Investment Partners	–	$26.2K	0.02%	–	–
Foster Dykema Cabot & Partners, LLC	550	$25.9K	0.00%	+550	New
First Personal Financial Services	510	$24.0K	0.01%	−275−35.0%	Reduced
Planning Capital Management Corp	509	$23.9K	0.02%	+509	New
Field & Main Bank	508	$23.9K	0.01%	−1,190−70.1%	Reduced
Smartleaf Asset Management LLC	569	$23.8K	0.01%	+569	New
Bangor Savings Bank	506	$23.8K	0.00%	00.0%	Unchanged
Hussman Strategic Advisors, Inc.	500	$23.5K	0.01%	00.0%	Unchanged
Pacific Center for Financial Services	500	$23.5K	0.01%	00.0%	Unchanged
Orion Capital Management LLC	500	$23.5K	0.01%	00.0%	Unchanged
Viking Fund Management LLC	500	$23.5K	0.00%	+500	New
Annapolis Financial Services, LLC	489	$23.0K	0.01%	00.0%	Unchanged
SRS Capital Advisors, Inc.	467	$21.9K	0.00%	−77−14.2%	Reduced
Tyler-Stone Wealth Management	449	$21.1K	0.01%	−3,775−89.4%	Reduced
MV Capital Management, Inc.	444	$20.9K	0.00%	−520−53.9%	Reduced
Tucker Asset Management LLC	440	$20.7K	0.01%	00.0%	Unchanged
Core Alternative Capital	433	$20.3K	0.00%	−118−21.4%	Reduced
Livforsakringsbolaget Skandia, Omsesidigt	430	$20.2K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	421	$20.0K	0.00%	−518−55.2%	Reduced
Operose Advisors LLC	425	$20.0K	0.01%	−402−48.6%	Reduced
Monetary Management Group Inc	400	$18.8K	0.01%	00.0%	Unchanged
Creative Financial Designs Inc	397	$18.7K	0.00%	+67+20.3%	Added
Wolff Wiese Magana LLC	373	$17.5K	0.02%	+60+19.2%	Added
Richard W. Paul & Associates, LLC	365	$17.2K	0.01%	−68−15.7%	Reduced
DecisionPoint Financial, LLC	355	$16.7K	0.01%	−36−9.2%	Reduced
Sit Investment Associates Inc	349	$16.0K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	339	$15.9K	0.01%	00.0%	Unchanged
Planned Solutions, Inc.	333	$15.7K	0.01%	+333	New
West Financial Advisors, LLC	326	$15.3K	0.00%	00.0%	Unchanged
M&R Capital Management Inc	324	$15.2K	0.00%	−4,082−92.6%	Reduced
Gables Capital Management Inc.	320	$15.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	317	$15.0K	0.00%	+109+52.4%	Added
Plante Moran Financial Advisors, LLC	318	$14.9K	0.00%	−249−43.9%	Reduced
Impact Partnership Wealth, LLC	311	$14.6K	0.01%	−2,453−88.7%	Reduced
Bell Investment Advisors, Inc	308	$14.5K	0.00%	+65+26.7%	Added
Team Financial Group, LLC	307	$14.4K	0.01%	+4+1.3%	Added
Ruedi Wealth Management, Inc.	302	$14.2K	0.01%	−501−62.4%	Reduced
JNBA Financial Advisors	300	$14.1K	0.00%	+53+21.5%	Added
Tradition Wealth Management, LLC	305	$14.0K	0.00%	−51−14.3%	Reduced
Bare Financial Services, Inc	282	$13.3K	0.03%	+282	New
Abound Wealth Management	281	$13.2K	0.01%	+61+27.7%	Added
Miller Wealth Advisors, LLC	280	$13.2K	0.01%	00.0%	Unchanged
Johnson Financial Group, Inc.	277	$13.0K	0.00%	−349−55.8%	Reduced
Highlander Capital Management, LLC	267	$12.5K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	259	$12.2K	0.00%	+10+4.0%	Added
Long Island Wealth Management, Inc.	246	$12.0K	0.01%	+246	New
Pineridge Advisors LLC	251	$11.8K	0.00%	+251	New
Legacy Bridge, LLC	245	$11.5K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	243	$11.4K	0.01%	+243	New
Quarry LP	239	$11.2K	0.01%	+239	New
First Pacific Financial	233	$11.0K	0.00%	+233	New
Baldwin Brothers Inc	232	$10.9K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	230	$10.8K	0.00%	+3+1.3%	Added
McIlrath & Eck, LLC	230	$10.8K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	213	$10.0K	0.00%	−1,873−89.8%	Reduced
West Paces Advisors Inc.	213	$10.0K	0.00%	+16+8.1%	Added
Chelsea Counsel Co	213	$10.0K	0.01%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	212	$9.96K	0.00%	+137+182.7%	Added
Westside Investment Management, Inc.	210	$9.87K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	208	$9.78K	0.00%	+2+1.0%	Added
Perritt Capital Management Inc	204	$9.63K	0.01%	+2+1.0%	Added
Albion Financial Group	200	$9.40K	0.00%	00.0%	Unchanged
Federation des caisses Desjardins du Quebec	200	$9.40K	0.00%	00.0%	Unchanged
Activest Wealth Management	200	$9.40K	0.01%	+200	New
Cetera Trust Company, N.A	200	$9.40K	0.01%	+200	New
LM Advisors LLC	200	$9.40K	0.00%	+200	New
Bollard Group LLC	198	$9.00K	0.00%	00.0%	Unchanged
First PREMIER Bank	200	$9.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	200	$9.00K	0.01%	00.0%	Unchanged
HBC Financial Services, PLLC	200	$9.00K	0.01%	00.0%	Unchanged
Arcadia Investment Advisors LLC	190	$8.93K	0.01%	+190	New
Cornerstone Planning Group LLC	188	$8.84K	0.00%	−20−9.6%	Reduced
Solstein Capital, LLC	185	$8.70K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	184	$8.65K	0.00%	+26+16.5%	Added
GoalVest Advisory LLC	182	$8.55K	0.00%	−17,695−99.0%	Reduced
Ramirez Asset Management, Inc.	166	$7.80K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	163	$7.66K	0.00%	+163	New
Security National Bank	159	$7.47K	0.00%	+159	New
Nemes Rush Group LLC	154	$7.24K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	152	$7.14K	0.01%	+152	New
Kozak & Associates, Inc.	152	$7.11K	0.00%	+2+1.3%	Added
Wetzel Investment Advisors, Inc.	140	$7.00K	0.00%	+140	New
Newton One Investments LLC	137	$6.46K	0.00%	+1+0.7%	Added
Archer Investment Corp	136	$6.39K	0.00%	−21−13.4%	Reduced
DiNuzzo Private Wealth, Inc.	134	$6.30K	0.00%	+134	New
MB, Levis & Associates, LLC	130	$6.11K	0.00%	+2+1.6%	Added
AlphaMark Advisors, LLC	125	$6.00K	0.00%	00.0%	Unchanged
Avion Wealth	136	$6.00K	0.00%	−19−12.3%	Reduced
Clear Point Advisors Inc.	119	$5.59K	0.00%	+119	New
Fortitude Family Office, LLC	111	$5.22K	0.00%	+111	New
Jackson, Grant Investment Advisers, Inc.	109	$5.12K	0.00%	−325−74.9%	Reduced
Eagle Bay Advisors LLC	107	$5.03K	0.00%	−19−15.1%	Reduced
Mascoma Wealth Management LLC	100	$4.70K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	100	$4.70K	0.00%	00.0%	Unchanged
Rogco, LP	99	$4.65K	0.00%	+4+4.2%	Added
Laffer Tengler Investments	92	$4.32K	0.00%	+92	New