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Livermore
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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.

Institutional holdersQ4 2023: 1,239 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2023: $28.7B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$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
InstitutionSharesValue% of portfolioChange in sharesAction
Signature Resources Capital Management, LLC86$4.04K0.00%+86New
Clear Street Markets LLC88$4.00K0.00%+88New
Kayne Anderson Rudnick Investment Management LLC84$3.95K0.00%00.0%Unchanged
Clarity Asset Management, Inc.84$3.95K0.00%+84New
United Community Bank76$3.57K0.00%+76New
Pacifica Partners Inc.75$3.47K0.00%00.0%Unchanged
PSI Advisors, LLC73$3.43K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC72$3.38K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$3.15K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co66$3.10K0.00%+66New
Loomis Sayles & Co L P58$3.00K0.00%+58New
Ritter Daniher Financial Advisory LLC62$2.91K0.00%00.0%Unchanged
Greenwood Gearhart Inc62$2.91K0.00%+62New
Frank, Rimerman Advisors LLC62$2.91K0.00%+62New
Bellevue Asset Management, LLC56$2.68K0.00%−200−78.1%Reduced
Princeton Global Asset Management LLC55$2.60K0.00%00.0%Unchanged
Dunhill Financial, LLC55$2.57K0.00%+55New
WealthCollab, LLC54$2.54K0.00%+54New
Beaird Harris Wealth Management, LLC50$2.35K0.00%00.0%Unchanged
Tortoise Investment Management, LLC44$2.07K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.07K0.00%00.0%Unchanged
Eukles Asset Management40$1.88K0.00%00.0%Unchanged
Beacon Capital Management, LLC36$1.61K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$1.36K0.00%00.0%Unchanged
Atlas Capital Advisors LLC28$1.32K0.00%00.0%Unchanged
Fortis Group Advisors, LLC26$1.22K0.00%+13+100.0%Added
Legend Financial Advisors, Inc.26$1.22K0.00%+26New
Transamerica Financial Advisors, Inc.10$1.00K0.00%−9−47.4%Reduced
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners35$1.00K0.00%+1+2.9%Added
Chilton Capital Management LLC19$8930.00%+19New
SJS Investment Consulting Inc.18$8460.00%+5+38.5%Added
WestEnd Advisors, LLC12$5640.00%−10−45.5%Reduced
Delos Wealth Advisors, LLC12$5640.00%00.0%Unchanged
TFC Financial Management11$5170.00%−50−82.0%Reduced
American National Bank8$3760.00%−136−94.4%Reduced
Valued Wealth Advisors LLC3$1350.00%+3New
Dogwood Wealth Management LLC0$70.00%0New
Silicon Valley Capital Partners0$60.00%0Unchanged
Yaupon Capital Management LP0$00.00%−281,633−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−248,031−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−218,490−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−205,590−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−201,580−100.0%Sold out
HRT Financial LP0$00.00%−146,591−100.0%Sold out
Twinbeech Capital LP0$00.00%−125,248−100.0%Sold out
Edgemoor Investment Advisors, Inc.0$00.00%−108,864−100.0%Sold out
Element Capital Management LLC0$00.00%−97,209−100.0%Sold out
Intact Investment Management Inc.0$00.00%−85,700−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−68,900−100.0%Sold out
Agf Management Ltd0$00.00%−62,447−100.0%Sold out
Weiss Asset Management LP0$00.00%−60,971−100.0%Sold out
John G Ullman & Associates Inc0$00.00%−58,320−100.0%Sold out
Wallington Asset Management, LLC0$00.00%−56,303−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−54,780−100.0%Sold out
Walleye Capital LLC0$00.00%−53,728−100.0%Sold out
Soltis Investment Advisors LLC0$00.00%−53,497−100.0%Sold out
Greenland Capital Management LP0$00.00%−51,400−100.0%Sold out
Retireful, LLC0$00.00%−46,283−100.0%Sold out
Teza Capital Management LLC0$00.00%−40,925−100.0%Sold out
Exchange Capital Management, Inc.0$00.00%−40,588−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−39,162−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−36,772−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−29,883−100.0%Sold out
Secure Asset Management, LLC0$00.00%−26,191−100.0%Sold out
Marks Group Wealth Management, Inc0$00.00%−22,691−100.0%Sold out
Quadrature Capital Ltd0$00.00%−22,167−100.0%Sold out
Engineers Gate Manager LP0$00.00%−21,977−100.0%Sold out
Horan Capital Advisors, LLC.0$00.00%−20,681−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−20,376−100.0%Sold out
MWA Asset Management0$00.00%−19,868−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−19,000−100.0%Sold out
Strategic Equity Management0$00.00%−18,017−100.0%Sold out
Sky Investment Group LLC0$00.00%−15,697−100.0%Sold out
Mork Capital Management, LLC0$00.00%−13,640−100.0%Sold out
Wexford Capital LP0$00.00%−13,500−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−11,969−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−9,814−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−8,742−100.0%Sold out
Alpha Family Trust0$00.00%−8,430−100.0%Sold out
Asset Management Resources, LLC0$00.00%−8,274−100.0%Sold out
StoneX Group Inc.0$00.00%−8,255−100.0%Sold out
Moody National Bank Trust Division0$00.00%−8,042−100.0%Sold out
Fiduciary Trust Co0$00.00%−7,600−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−7,570−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−7,505−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−7,344−100.0%Sold out
Mendel Money Management0$00.00%−6,985−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−6,766−100.0%Sold out
Cipher Capital LP0$00.00%−6,607−100.0%Sold out
AFS Financial Group, LLC0$00.00%−6,251−100.0%Sold out
Wolverine Trading, LLC0$00.00%−6,115−100.0%Sold out
Chicago Trust Co NA0$00.00%−6,061−100.0%Sold out
Wealth Advisors of Tampa Bay, LLC0$00.00%−5,800−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−5,738−100.0%Sold out
O'Connor Financial Group LLC0$00.00%−5,652−100.0%Sold out
Group One Trading, L.P.0$00.00%−5,580−100.0%Sold out
Corton Capital Inc.0$00.00%−5,465−100.0%Sold out
Bedell Frazier Investment Counseling, LLC0$00.00%−5,355−100.0%Sold out
Horizon Kinetics Asset Management LLC0$00.00%−5,350−100.0%Sold out