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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 27,637 | $1.30M | 0.12% | −1,001−3.5% | Reduced |
| Quantinno Capital Management LP | 27,584 | $1.30M | 0.05% | −4,383−13.7% | Reduced |
| Canandaigua National Bank & Trust Co | 27,501 | $1.29M | 0.20% | −2,289−7.7% | Reduced |
| Ategra Capital Management, LLC | 27,299 | $1.28M | 0.57% | +1,749+6.8% | Added |
| Sawtooth Solutions, LLC | 26,809 | $1.26M | 0.03% | +9,724+56.9% | Added |
| Asset Dedication, LLC | 26,782 | $1.25M | 0.10% | +328+1.2% | Added |
| Johnson Investment Counsel Inc | 26,636 | $1.25M | 0.01% | −1,686−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,488 | $1.24M | 0.03% | +76+0.3% | Added |
| Slow Capital, Inc. | 26,299 | $1.24M | 0.22% | −2,332−8.1% | Reduced |
| Moors & Cabot, Inc. | 26,077 | $1.23M | 0.08% | +1,107+4.4% | Added |
| All Terrain Financial Advisors, LLC | 26,061 | $1.22M | 0.56% | +483+1.9% | Added |
| Tredje AP-fonden | 25,954 | $1.22M | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 25,701 | $1.21M | 0.07% | +4,305+20.1% | Added |
| Jarislowsky, Fraser Ltd | 25,568 | $1.20M | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,462 | $1.20M | 0.10% | +3,585+16.4% | Added |
| Assetmark, Inc | 25,296 | $1.19M | 0.00% | +3,603+16.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,291 | $1.19M | 0.01% | +111+0.4% | Added |
| Moloney Securities Asset Management, LLC | 25,246 | $1.19M | 0.19% | −493−1.9% | Reduced |
| Schnieders Capital Management LLC | 25,183 | $1.18M | 0.26% | −600−2.3% | Reduced |
| Pensionfund Sabic | 25,000 | $1.18M | 0.37% | 00.0% | Unchanged |
| First County Bank | 24,992 | $1.17M | 0.57% | −6,379−20.3% | Reduced |
| Kingsview Wealth Management, LLC | 24,965 | $1.17M | 0.04% | −80.0% | Reduced |
| Siemens Fonds Invest GmbH | 24,890 | $1.17M | 0.10% | −3,046−10.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 24,857 | $1.17M | 0.38% | 00.0% | Unchanged |
| Prudential PLC | 24,429 | $1.15M | 0.01% | −52−0.2% | Reduced |
| Main Street Group, LTD | 24,414 | $1.15M | 0.40% | +24,414 | New |
| Ridgewood Investments LLC | 24,326 | $1.14M | 0.68% | −365−1.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 24,232 | $1.14M | 1.00% | −31,532−56.5% | Reduced |
| Tocqueville Asset Management L.P. | 23,804 | $1.12M | 0.02% | −99,380−80.7% | Reduced |
| Credit Agricole S A | 23,676 | $1.11M | 0.02% | +15,807+200.9% | Added |
| United Services Automobile Association | 23,576 | $1.11M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 23,512 | $1.11M | 0.05% | +23,512 | New |
| City Holding Co | 23,400 | $1.10M | 0.18% | −2,744−10.5% | Reduced |
| Kestra Private Wealth Services, LLC | 23,342 | $1.10M | 0.03% | −1,777−7.1% | Reduced |
| Bard Financial Services, Inc. | 23,000 | $1.08M | 0.12% | +2,400+11.7% | Added |
| Advisory Services Network, LLC | 22,860 | $1.07M | 0.03% | −15,801−40.9% | Reduced |
| Arrow Financial Corp | 22,855 | $1.07M | 0.11% | +736+3.3% | Added |
| NBT Bank N A | 22,759 | $1.07M | 0.08% | +3,591+18.7% | Added |
| Bokf, NA | 22,715 | $1.07M | 0.02% | −3,593−13.7% | Reduced |
| Squarepoint Ops LLC | 22,674 | $1.07M | 0.00% | −6,058−21.1% | Reduced |
| Culbertson A N & Co Inc | 22,673 | $1.07M | 0.20% | −662−2.8% | Reduced |
| Stock Yards Bank & Trust Co | 22,340 | $1.05M | 0.04% | −2,699−10.8% | Reduced |
| Bleakley Financial Group, LLC | 22,214 | $1.04M | 0.03% | +5,129+30.0% | Added |
| South State Corp. | 22,202 | $1.04M | 0.09% | −3,744−14.4% | Reduced |
| Anchor Investment Management, LLC | 22,176 | $1.04M | 0.12% | −6,511−22.7% | Reduced |
| Cullinan Associates Inc | 22,078 | $1.04M | 0.06% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 21,898 | $1.03M | 0.34% | +21,898 | New |
| Capital Investment Counsel, Inc | 21,857 | $1.03M | 0.18% | +1,924+9.7% | Added |
| FJ Investments, LLC | 21,800 | $1.02M | 0.05% | +21,800 | New |
| Atlantic Union Bankshares Corp | 21,698 | $1.02M | 0.09% | −2,630−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,482 | $1.01M | 0.02% | +9,738+82.9% | Added |
| HB Wealth Management, LLC | 21,440 | $1.01M | 0.01% | +6,072+39.5% | Added |
| Radnor Capital Management, LLC | 21,402 | $1.01M | 0.19% | −100−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,270 | $999.7K | 0.04% | +120+0.6% | Added |
| Chiron Capital Management, LLC | 21,098 | $991.6K | 0.86% | −5,200−19.8% | Reduced |
| Capstone Investment Advisors, LLC | 21,059 | $989.8K | 0.02% | −43,083−67.2% | Reduced |
| FIL Ltd | 20,942 | $984.3K | 0.00% | −783−3.6% | Reduced |
| Alberta Investment Management Corp | 20,900 | $982.3K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 20,827 | $978.9K | 0.36% | −16,287−43.9% | Reduced |
| Patten Group, Inc. | 20,772 | $976.3K | 0.26% | −431−2.0% | Reduced |
| Community Bank, N.A. | 20,632 | $969.7K | 0.13% | −3,400−14.1% | Reduced |
| Groupama Asset Managment | 20,617 | $969.3K | 0.03% | +20,617 | New |
| Peoples Financial Services Corp. | 20,370 | $957.4K | 0.42% | −160−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $956.7K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 19,883 | $934.5K | 0.13% | −1,398−6.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 19,757 | $928.6K | 0.24% | −16,603−45.7% | Reduced |
| Rothschild Investment LLC | 19,705 | $926.1K | 0.08% | +19,705 | New |
| CSM Advisors, LLC | 19,699 | $926.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 19,550 | $918.8K | 0.07% | −1,444−6.9% | Reduced |
| Investment Management Corp of Ontario | 19,541 | $918.4K | 0.02% | +19,541 | New |
| Spire Wealth Management | 20,248 | $917.7K | 0.03% | −1,014−4.8% | Reduced |
| Degroof Petercam Asset Management | 19,500 | $916.5K | 0.01% | +19,500 | New |
| Azimuth Capital Investment Management LLC | 19,408 | $912.2K | 0.04% | +700+3.7% | Added |
| Veriti Management LLC | 19,319 | $908.0K | 0.08% | +1,004+5.5% | Added |
| Bull Street Advisors, LLC | 19,271 | $906.0K | 0.46% | −370−1.9% | Reduced |
| Waters Parkerson & Co., LLC | 19,260 | $905.0K | 0.05% | −166−0.9% | Reduced |
| Simmons Bank | 19,233 | $904.0K | 0.07% | −6,430−25.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,016 | $893.7K | 0.74% | −15−0.1% | Reduced |
| Dover Advisors, LLC | 18,991 | $892.6K | 1.17% | −2,184−10.3% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $891.4K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 18,936 | $890.0K | 0.01% | +8,484+81.2% | Added |
| Washington Trust Co | 18,931 | $889.8K | 0.04% | −103,892−84.6% | Reduced |
| Eagle Harbor Asset Management Inc | 18,891 | $887.9K | 1.02% | −1,340−6.6% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $887.5K | 0.22% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 18,700 | $878.9K | 0.04% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 18,592 | $873.8K | 0.48% | −1,059−5.4% | Reduced |
| Econ Financial Services Corp | 18,500 | $869.5K | 0.61% | +2,300+14.2% | Added |
| Charter Trust Co | 18,410 | $865.3K | 0.06% | −37,561−67.1% | Reduced |
| Paradigm Financial Partners, LLC | 18,410 | $865.3K | 0.21% | −1,599−8.0% | Reduced |
| Reuter James Wealth Management, LLC | 18,229 | $856.8K | 0.58% | −665−3.5% | Reduced |
| Chickasaw Capital Management LLC | 18,216 | $856.0K | 0.04% | −230−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 18,128 | $852.0K | 0.03% | −2,767−13.2% | Reduced |
| Heritage Wealth Advisors | 18,111 | $851.2K | 0.04% | +1,739+10.6% | Added |
| Hayek Kallen Investment Management | 18,068 | $849.0K | 0.35% | −3,670−16.9% | Reduced |
| Taylor Hoffman Wealth Management | 17,996 | $845.8K | 0.38% | −467−2.5% | Reduced |
| Bank of New Hampshire | 17,768 | $835.1K | 0.24% | +3,364+23.4% | Added |
| Pinnacle Financial Partners Inc | 17,575 | $826.0K | 0.02% | −9,042−34.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,425 | $819.0K | 0.08% | +17,425 | New |
| Miracle Mile Advisors, LLC | 17,307 | $813.4K | 0.02% | −31−0.2% | Reduced |
| Waterfront Wealth Inc. | 17,294 | $812.8K | 0.24% | +282+1.7% | Added |