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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 45,665 | $2.15M | 0.20% | +4,791+11.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 45,362 | $2.13M | 0.23% | −2,796−5.8% | Reduced |
| Everett Harris & Co | 44,979 | $2.11M | 0.03% | −3,855−7.9% | Reduced |
| AMG National Trust Bank | 44,756 | $2.10M | 0.07% | +38,441+608.7% | Added |
| Cubist Systematic Strategies, LLC | 44,613 | $2.10M | 0.03% | −10,315−18.8% | Reduced |
| Graham Capital Wealth Management, LLC | 44,338 | $2.08M | 5.49% | +34,551+353.0% | Added |
| Stephens Inc | 43,756 | $2.06M | 0.04% | −4,238−8.8% | Reduced |
| New Mexico Educational Retirement Board | 43,473 | $2.04M | 0.08% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 43,329 | $2.04M | 0.76% | −2,969−6.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 43,088 | $2.03M | 0.27% | +43,088 | New |
| Cetera Advisors LLC | 43,005 | $2.02M | 0.03% | +56+0.1% | Added |
| Nomura Holdings Inc | 42,890 | $2.02M | 0.02% | +35,868+510.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.00M | 0.04% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 42,500 | $2.00M | 0.56% | +42,500 | New |
| Prime Capital Investment Advisors, LLC | 42,419 | $1.99M | 0.03% | +3,238+8.3% | Added |
| Alpha Omega Wealth Management LLC | 42,058 | $1.98M | 0.33% | −5,073−10.8% | Reduced |
| First Hawaiian Bank | 41,573 | $1.95M | 0.06% | +7,654+22.6% | Added |
| Vectors Research Management, LLC | 41,546 | $1.95M | 0.55% | −2,910−6.5% | Reduced |
| Mercer Global Advisors Inc | 41,284 | $1.94M | 0.01% | −5,505−11.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 40,955 | $1.92M | 0.24% | −1,719−4.0% | Reduced |
| Nordea Investment Management AB | 40,619 | $1.91M | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40,462 | $1.90M | 0.26% | −2,306−5.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,314 | $1.89M | 0.00% | +35,734+780.2% | Added |
| Redmond Asset Management, LLC | 40,024 | $1.88M | 0.61% | −4,942−11.0% | Reduced |
| Ally Financial Inc. | 40,000 | $1.88M | 0.25% | 00.0% | Unchanged |
| First Bank & Trust | 39,827 | $1.87M | 0.45% | +1,570+4.1% | Added |
| Crestline Management, LP | 39,645 | $1.86M | 0.17% | +39,645 | New |
| Morton Community Bank | 39,443 | $1.85M | 0.61% | +39,443 | New |
| Dakota Wealth Management | 39,216 | $1.84M | 0.07% | −13,304−25.3% | Reduced |
| Fulton Bank, N.A. | 38,628 | $1.82M | 0.08% | −1,785−4.4% | Reduced |
| Slocum, Gordon & Co LLP | 38,472 | $1.81M | 1.59% | +551+1.5% | Added |
| Teacher Retirement System of Texas | 38,423 | $1.81M | 0.01% | −26,341−40.7% | Reduced |
| Atria Wealth Solutions, Inc. | 38,248 | $1.80M | 0.02% | +2,733+7.7% | Added |
| Beese Fulmer Investment Management, Inc. | 38,208 | $1.80M | 0.19% | −3,403−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 38,091 | $1.79M | 0.07% | −77,560−67.1% | Reduced |
| Leelyn Smith, LLC | 38,028 | $1.79M | 0.39% | −602−1.6% | Reduced |
| Argent Trust Co | 37,934 | $1.78M | 0.09% | −3,520−8.5% | Reduced |
| Gratus Wealth Advisors, LLC | 37,906 | $1.78M | 0.35% | +37,906 | New |
| Ascent Group, LLC | 39,300 | $1.78M | 0.17% | −1,246−3.1% | Reduced |
| Mutual Advisors, LLC | 37,759 | $1.77M | 0.06% | −4,299−10.2% | Reduced |
| D.A. Davidson & Co. | 37,599 | $1.77M | 0.02% | −6,971−15.6% | Reduced |
| Beacon Pointe Advisors, LLC | 37,465 | $1.76M | 0.02% | −3,059−7.5% | Reduced |
| Integrated Wealth Concepts LLC | 37,440 | $1.76M | 0.03% | +2,161+6.1% | Added |
| Raymond James Trust N.A. | 37,169 | $1.75M | 0.05% | −1,221−3.2% | Reduced |
| Raleigh Capital Management Inc. | 37,056 | $1.74M | 0.81% | −1,086−2.8% | Reduced |
| Courier Capital LLC | 36,981 | $1.74M | 0.13% | −1,504−3.9% | Reduced |
| Apollon Wealth Management, LLC | 36,372 | $1.71M | 0.06% | +3,679+11.3% | Added |
| Sagefield Capital LP | 36,340 | $1.71M | 0.22% | +36,340 | New |
| Blair William & Co | 35,778 | $1.68M | 0.01% | −3,355−8.6% | Reduced |
| Crossmark Global Holdings, Inc. | 35,568 | $1.67M | 0.03% | −766−2.1% | Reduced |
| Park Avenue Securities LLC | 35,459 | $1.67M | 0.02% | −1,862−5.0% | Reduced |
| Tiaa Trust, National Association | 35,187 | $1.65M | 0.01% | −2,781−7.3% | Reduced |
| Banque Cantonale Vaudoise | 34,904 | $1.64M | 0.07% | +12,488+55.7% | Added |
| Stratos Wealth Partners, LTD. | 34,662 | $1.63M | 0.03% | −3,370−8.9% | Reduced |
| Financial Security Advisor, Inc. | 34,566 | $1.62M | 0.64% | −4,263−11.0% | Reduced |
| Conning Inc. | 34,252 | $1.61M | 0.06% | −55−0.2% | Reduced |
| Metropolitan Life Insurance Co | 34,061 | $1.60M | 0.08% | −559−1.6% | Reduced |
| Central Trust Co | 34,017 | $1.60M | 0.04% | −3,791−10.0% | Reduced |
| First Citizens Bank & Trust Co | 33,917 | $1.59M | 0.03% | +8,034+31.0% | Added |
| Profund Advisors LLC | 33,829 | $1.59M | 0.07% | −879−2.5% | Reduced |
| Sciencast Management LP | 33,097 | $1.56M | 0.85% | +33,097 | New |
| Toroso Investments, LLC | 32,800 | $1.54M | 0.04% | +4,389+15.4% | Added |
| National Asset Management, Inc. | 32,749 | $1.54M | 0.04% | −16,336−33.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 32,733 | $1.54M | 0.30% | −5,863−15.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 32,576 | $1.53M | 0.05% | −60.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 32,367 | $1.52M | 0.39% | −5,744−15.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,156 | $1.51M | 0.12% | −1,691−5.0% | Reduced |
| Money Concepts Capital Corp | 32,056 | $1.51M | 0.14% | +1,728+5.7% | Added |
| IHT Wealth Management, LLC | 31,955 | $1.50M | 0.07% | +22,125+225.1% | Added |
| South Dakota Investment Council | 31,724 | $1.49M | 0.03% | +1,300+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 31,457 | $1.48M | 0.02% | +17,256+121.5% | Added |
| Berkshire Bank | 31,229 | $1.47M | 0.39% | −1,036−3.2% | Reduced |
| First National Trust Co | 31,138 | $1.46M | 0.06% | −11,392−26.8% | Reduced |
| NewEdge Wealth, LLC | 30,559 | $1.44M | 0.04% | −3,698−10.8% | Reduced |
| Bay Rivers Group | 30,426 | $1.43M | 0.90% | +198+0.7% | Added |
| Norinchukin Bank, The | 30,079 | $1.41M | 0.03% | −3,978−11.7% | Reduced |
| Sandy Spring Bank | 29,900 | $1.41M | 0.07% | −3,328−10.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,812 | $1.40M | 0.10% | +1,197+4.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 29,773 | $1.40M | 0.05% | +10,957+58.2% | Added |
| SageView Advisory Group, LLC | 30,431 | $1.39M | 0.06% | +18,405+153.0% | Added |
| Pinnacle Associates Ltd | 29,602 | $1.39M | 0.02% | −3,860−11.5% | Reduced |
| Trust Co of Toledo NA | 29,504 | $1.39M | 0.24% | −7,931−21.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 29,343 | $1.38M | 0.19% | −37,421−56.0% | Reduced |
| United Capital Financial Advisers, LLC | 29,342 | $1.38M | 0.01% | +12,043+69.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 29,266 | $1.38M | 0.04% | −1,257−4.1% | Reduced |
| Man Group plc | 29,040 | $1.36M | 0.00% | – | – |
| Empirical Finance, LLC | 28,843 | $1.36M | 0.09% | +210+0.7% | Added |
| TCG Advisory Services, LLC | 28,817 | $1.35M | 0.09% | +19,758+218.1% | Added |
| Vestmark Advisory Solutions, Inc. | 28,807 | $1.35M | 0.07% | −2,906−9.2% | Reduced |
| Axxcess Wealth Management, LLC | 28,735 | $1.35M | 0.04% | +4,214+17.2% | Added |
| Argent Advisors, Inc. | 28,681 | $1.35M | 0.59% | +1,874+7.0% | Added |
| Umb Bank N A | 28,670 | $1.35M | 0.02% | −2,099−6.8% | Reduced |
| Ieq Capital, LLC | 28,653 | $1.35M | 0.02% | +9,542+49.9% | Added |
| Illinois Municipal Retirement Fund | 28,451 | $1.34M | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28,397 | $1.33M | 0.04% | −6,683−19.1% | Reduced |
| Sepio Capital, LP | 28,240 | $1.33M | 0.11% | −30,280−51.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 28,237 | $1.33M | 0.96% | −6,725−19.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,077 | $1.32M | 0.07% | +1,538+5.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 27,653 | $1.30M | 0.03% | −6,982−20.2% | Reduced |
| Palisade Asset Management, LLC | 27,641 | $1.30M | 0.14% | −2,840−9.3% | Reduced |