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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
New York Life Investment Management LLC118,434$5.57M0.06%−890−0.7%Reduced
Advocate Group LLC117,340$5.51M1.18%+11,631+11.0%Added
Yousif Capital Management, LLC116,138$5.46M0.06%−15,748−11.9%Reduced
Janus Henderson Group PLC116,001$5.45M0.00%−655−0.6%Reduced
One Capital Management, LLC115,525$5.43M0.22%−8,676−7.0%Reduced
Regions Financial Corp113,612$5.34M0.04%−28,459−20.0%Reduced
Huntington National Bank112,498$5.29M0.05%−978−0.9%Reduced
Mutual of America Capital Management LLC111,929$5.26M0.06%−5,118−4.4%Reduced
Nisa Investment Advisors, LLC111,904$5.26M0.04%+40,739+57.2%Added
Canal Insurance CO110,000$5.17M1.43%00.0%Unchanged
CIBC World Markets Corp108,188$5.08M0.03%+62,003+134.2%Added
Envestnet Portfolio Solutions, Inc.106,974$5.03M0.02%−1,229−1.1%Reduced
Wesbanco Bank Inc104,933$4.93M0.28%−17,028−14.0%Reduced
Oregon Public Employees Retirement Fund104,069$4.89M0.09%+39,363+60.8%Added
Wealth Enhancement Advisory Services, LLC101,979$4.79M0.01%−11,039−9.8%Reduced
Old National Bancorp101,133$4.75M0.13%−7,286−6.7%Reduced
Wills Financial Group, Inc.100,257$4.71M2.38%−13,576−11.9%Reduced
Private Advisor Group, LLC98,993$4.65M0.04%−15,625−13.6%Reduced
Tower Research Capital LLC (TRC)98,243$4.62M0.06%+45,526+86.4%Added
Nissay Asset Management Corp97,673$4.59M0.04%+4,322+4.6%Added
British Columbia Investment Management Corp96,305$4.53M0.04%+20,300+26.7%Added
Bank of Nova Scotia95,315$4.48M0.01%+8,654+10.0%Added
Northern Oak Wealth Management Inc94,950$4.46M0.53%−11,650−10.9%Reduced
Schroder Investment Management Group94,908$4.46M0.01%+6,408+7.2%Added
Bragg Financial Advisors, Inc94,787$4.45M0.21%−11,916−11.2%Reduced
Atria Investments LLC94,557$4.44M0.07%−5,249−5.3%Reduced
Rafferty Asset Management, LLC93,360$4.39M0.02%+8,082+9.5%Added
DekaBank Deutsche Girozentrale91,635$4.29M0.01%−36,720−28.6%Reduced
Harvest Portfolios Group Inc.91,274$4.29M0.18%+6,160+7.2%Added
Robinson Value Management, Ltd.90,925$4.27M2.81%+31,098+52.0%Added
Magnetar Financial LLC90,486$4.25M0.11%+90,486New
State of Alaska, Department of Revenue90,346$4.25M0.05%−9,100−9.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.87,750$4.12M0.01%−970−1.1%Reduced
Los Angeles Capital Management LLC87,405$4.11M0.02%+69,970+401.3%Added
Rbo & Co LLC84,966$3.99M0.69%−42,189−33.2%Reduced
Fifth Third Bancorp83,929$3.94M0.02%−15,294−15.4%Reduced
Northwestern Mutual Wealth Management Co83,342$3.92M0.00%−6,634−7.4%Reduced
Strategic Advisors LLC81,345$3.82M0.72%−790−1.0%Reduced
Kestra Advisory Services, LLC81,094$3.81M0.03%+14,001+20.9%Added
Cetera Investment Advisers80,832$3.80M0.03%−3,870−4.6%Reduced
Hoylecohen, LLC80,684$3.79M0.31%−2,581−3.1%Reduced
Salomon & Ludwin, LLC84,613$3.78M0.39%00.0%Unchanged
Capital Investment Advisors, LLC79,425$3.73M0.09%+7,787+10.9%Added
Synovus Financial Corp77,516$3.64M0.05%+20,353+35.6%Added
Old Point Trust & Financial Services N A76,379$3.59M1.45%−4,926−6.1%Reduced
Sompo Asset Management Co., Ltd.75,610$3.55M0.64%+19,800+35.5%Added
Geneos Wealth Management Inc.74,753$3.51M0.17%−20,297−21.4%Reduced
XML Financial, LLC74,651$3.51M0.37%−3,113−4.0%Reduced
Daiwa Securities Group Inc.74,238$3.49M0.02%+4,370+6.3%Added
Peapack Gladstone Financial Corp74,012$3.48M0.06%−10,774−12.7%Reduced
JustInvest LLC73,394$3.45M0.09%+22,722+44.8%Added
Elo Mutual Pension Insurance Co73,056$3.43M0.09%+3,091+4.4%Added
Wealthfront Advisers LLC72,211$3.39M0.01%−28,090−28.0%Reduced
Trust Co of Virginia71,616$3.37M0.34%−1,692−2.3%Reduced
GWM Advisors LLC74,088$3.36M0.03%−821−1.1%Reduced
Teachers Retirement System of the State of Kentucky71,505$3.36M0.03%−3,091−4.1%Reduced
Bridge Creek Capital Management LLC68,983$3.24M1.13%+5,695+9.0%Added
Gulf International Bank (UK) Ltd68,938$3.24M0.09%−7,068−9.3%Reduced
Dynamic Technology Lab Private Ltd68,801$3.23M0.34%+68,801New
Kentucky Retirement Systems66,953$3.15M0.10%+2,862+4.5%Added
TD Private Client Wealth LLC65,415$3.07M0.11%−15,145−18.8%Reduced
NBC Securities, Inc.65,271$3.07M0.31%+54,974+533.9%Added
Maryland State Retirement & Pension System65,060$3.06M0.06%+1,218+1.9%Added
Vestcor Inc64,282$3.02M0.10%−221−0.3%Reduced
Manhattan West Asset Management, LLC62,835$2.95M0.83%+14,450+29.9%Added
Silvercrest Asset Management Group LLC62,808$2.95M0.02%−13,143−17.3%Reduced
Independent Advisor Alliance62,504$2.94M0.11%+10,730+20.7%Added
Virtu Financial LLC61,989$2.91M0.23%+54,514+729.3%Added
Baird Financial Group, Inc.58,494$2.75M0.01%−27,189−31.7%Reduced
Carson Advisory Inc.58,488$2.75M2.14%−4,117−6.6%Reduced
Prospera Financial Services Inc58,323$2.74M0.09%−4,802−7.6%Reduced
WSFS Capital Management, LLC58,200$2.74M0.17%−57,642−49.8%Reduced
Capital Investment Advisory Services, LLC57,072$2.68M0.25%+6,912+13.8%Added
Thrivent Financial for Lutherans56,808$2.67M0.01%−5,927−9.4%Reduced
Hartford Investment Management Co56,307$2.65M0.10%−667−1.2%Reduced
Stablepoint Partners, LLC55,653$2.62M0.67%+55,653New
KBC Group NV55,277$2.60M0.01%+2,833+5.4%Added
Pacer Advisors, Inc.55,183$2.59M0.01%−44,079−44.4%Reduced
Lockheed Martin Investment Management Co49,600$2.58M0.18%−5,400−9.8%Reduced
Kempen Capital Management N.V.53,642$2.52M0.04%00.0%Unchanged
Avantax Advisory Services, Inc.53,577$2.52M0.02%−2,601−4.6%Reduced
Richard Bernstein Advisors LLC53,011$2.49M0.06%+28+0.1%Added
Securian Asset Management, Inc52,937$2.49M0.07%−7,111−11.8%Reduced
Oppenheimer & Co Inc52,559$2.47M0.05%−35,606−40.4%Reduced
Bradley Foster & Sargent Inc52,433$2.46M0.05%+1,264+2.5%Added
Advisors Management Group Inc52,317$2.46M0.67%−906−1.7%Reduced
Resolution Capital Ltd52,132$2.45M0.04%+52,132New
Westpac Banking Corp51,493$2.42M0.20%−2,156−4.0%Reduced
Oppenheimer Asset Management Inc.50,711$2.38M0.03%+1,031+2.1%Added
Louisiana State Employees Retirement System50,600$2.38M0.05%−1,200−2.3%Reduced
Rockefeller Capital Management L.P.50,172$2.36M0.01%+6,330+14.4%Added
Pettyjohn, Wood & White, Inc49,765$2.34M0.51%−14,362−22.4%Reduced
Cornerstone Advisors, LLC48,900$2.30M0.10%−6,000−10.9%Reduced
Metis Global Partners, LLC48,660$2.29M0.09%−1,202−2.4%Reduced
Cresset Asset Management, LLC48,349$2.27M0.01%−3,948−7.5%Reduced
Carret Asset Management, LLC47,455$2.23M0.28%−5,917−11.1%Reduced
SG Americas Securities, LLC47,365$2.23M0.02%+17,565+58.9%Added
Bill Few Associates, Inc.47,312$2.22M1.01%−481−1.0%Reduced
Colonial River Wealth Management, LLC46,541$2.19M1.30%+20,676+79.9%Added
Hartford Financial Management Inc.46,135$2.17M0.49%+1,169+2.6%Added