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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 17,167 | $806.8K | 0.03% | +151+0.9% | Added |
| HM Payson & Co | 17,160 | $806.5K | 0.02% | −3,345−16.3% | Reduced |
| Trust Co of Vermont | 16,876 | $793.2K | 0.05% | −16,265−49.1% | Reduced |
| Ancora Advisors, LLC | 16,849 | $791.9K | 0.02% | −275−1.6% | Reduced |
| Point72 Hong Kong Ltd | 16,694 | $784.6K | 0.05% | +16,694 | New |
| Citadel Advisors LLC | 16,642 | $782.2K | 0.00% | +14,948+882.4% | Added |
| Spirit of America Management Corp | 16,600 | $780.2K | 0.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,596 | $780.0K | 0.04% | −744−4.3% | Reduced |
| Verus Financial Partners, Inc. | 17,115 | $779.8K | 0.10% | −778−4.3% | Reduced |
| Acorn Financial Advisory Services Inc | 16,405 | $773.9K | 0.14% | −568−3.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,459 | $773.6K | 0.56% | −156−0.9% | Reduced |
| Woodstock Corp | 16,444 | $772.9K | 0.09% | −2,330−12.4% | Reduced |
| PBMares Wealth Management LLC | 16,368 | $769.3K | 0.23% | −776−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 15,644 | $767.2K | 0.09% | −669−4.1% | Reduced |
| Arlington Capital Management, Inc. | 16,279 | $765.1K | 0.70% | +16,279 | New |
| Grove Bank & Trust | 16,086 | $756.0K | 0.14% | −2,925−15.4% | Reduced |
| Hendershot Investments Inc. | 15,769 | $741.1K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 15,701 | $737.9K | 0.01% | −39,900−71.8% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $737.9K | 0.14% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 15,545 | $730.6K | 0.26% | −3,550−18.6% | Reduced |
| Sovereign Financial Group, Inc. | 15,503 | $728.6K | 0.22% | −735−4.5% | Reduced |
| Horizon Investments, LLC | 15,372 | $722.5K | 0.02% | +9,323+154.1% | Added |
| MAI Capital Management | 15,298 | $719.0K | 0.01% | +1,064+7.5% | Added |
| Adams Wealth Management | 15,023 | $706.1K | 0.21% | +309+2.1% | Added |
| D.B. Root & Company, LLC | 14,984 | $704.2K | 0.26% | −966−6.1% | Reduced |
| Archford Capital Strategies, LLC | 14,909 | $700.7K | 0.13% | −7,681−34.0% | Reduced |
| Coldstream Capital Management Inc | 14,752 | $693.3K | 0.02% | +1,015+7.4% | Added |
| Park Place Capital Corp | 14,706 | $691.2K | 0.28% | −1,918−11.5% | Reduced |
| Linscomb & Williams, Inc. | 14,603 | $686.3K | 0.04% | −5,789−28.4% | Reduced |
| TCTC Holdings, LLC | 14,589 | $685.7K | 0.03% | −190−1.3% | Reduced |
| Founders Financial Alliance, LLC | 14,564 | $684.5K | 0.27% | −1,378−8.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,556 | $684.1K | 0.01% | −6,842−32.0% | Reduced |
| Marco Investment Management LLC | 14,539 | $683.3K | 0.07% | +131+0.9% | Added |
| My Legacy Advisors, LLC | 14,484 | $682.4K | 0.25% | −1,693−10.5% | Reduced |
| Cypress Capital Group | 14,497 | $681.4K | 0.09% | −1,253−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 14,427 | $678.1K | 0.03% | −1,389−8.8% | Reduced |
| Joel Isaacson & Co., LLC | 14,358 | $674.8K | 0.04% | +72+0.5% | Added |
| Diversified Trust Co | 14,339 | $673.9K | 0.02% | +7,071+97.3% | Added |
| Sumitomo Life Insurance Co | 14,337 | $673.8K | 0.02% | −82−0.6% | Reduced |
| Smith, Salley & Associates | 14,335 | $673.7K | 0.04% | +8,069+128.8% | Added |
| Haverford Trust Co | 14,296 | $671.9K | 0.01% | −405−2.8% | Reduced |
| Intrua Financial, LLC | 14,252 | $669.8K | 0.10% | −4,003−21.9% | Reduced |
| Boston Financial Mangement LLC | 14,225 | $668.6K | 0.02% | −1,123−7.3% | Reduced |
| CNB Bank | 14,222 | $668.4K | 0.36% | +187+1.3% | Added |
| Harbour Investments, Inc. | 14,001 | $658.1K | 0.03% | −1,198−7.9% | Reduced |
| Jacobi Capital Management LLC | 13,990 | $657.5K | 0.07% | −1,299−8.5% | Reduced |
| HighPoint Advisor Group LLC | 13,552 | $654.0K | 0.05% | +13,552 | New |
| Peoples Bank | 13,859 | $651.4K | 0.52% | −1,510−9.8% | Reduced |
| BCGM Wealth Management, LLC | 13,840 | $650.5K | 0.26% | +1,526+12.4% | Added |
| TCI Wealth Advisors, Inc. | 13,776 | $647.5K | 0.07% | −642−4.5% | Reduced |
| Signaturefd, LLC | 13,732 | $645.4K | 0.01% | +2,500+22.3% | Added |
| Morningstar Investment Services LLC | 13,704 | $645.0K | 0.00% | −293,430−95.5% | Reduced |
| Snowden Capital Advisors LLC | 13,701 | $644.0K | 0.02% | −2,145−13.5% | Reduced |
| Canal Capital Management, LLC | 13,571 | $637.8K | 0.12% | +8+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 13,548 | $636.8K | 0.02% | +173+1.3% | Added |
| Cornerstone Wealth Group, LLC | 13,537 | $636.2K | 0.09% | −106,550−88.7% | Reduced |
| NTV Asset Management LLC | 13,509 | $634.9K | 0.11% | −587−4.2% | Reduced |
| Csenge Advisory Group | 13,483 | $633.7K | 0.04% | −231−1.7% | Reduced |
| Merit Financial Group, LLC | 13,467 | $632.9K | 0.02% | +1,146+9.3% | Added |
| Hilltop Holdings Inc. | 13,445 | $631.9K | 0.07% | −846−5.9% | Reduced |
| J.W. Cole Advisors, Inc. | 13,432 | $631.3K | 0.04% | −89−0.7% | Reduced |
| Meridian Financial Partners LLC | 13,849 | $630.0K | 0.65% | 00.0% | Unchanged |
| Oak Thistle LLC | 13,366 | $628.2K | 0.18% | +13,366 | New |
| Allworth Financial LP | 13,324 | $626.2K | 0.00% | +4,957+59.2% | Added |
| Caldwell Trust Co | 13,295 | $624.9K | 0.08% | −1,320−9.0% | Reduced |
| Principal Securities, Inc. | 13,277 | $624.0K | 0.02% | +13,277 | New |
| TCW Group Inc | 13,221 | $622.2K | 0.01% | +13,221 | New |
| Stonegate Investment Group, LLC | 13,221 | $621.4K | 0.02% | +383+3.0% | Added |
| Armor Investment Advisors, LLC | 13,162 | $618.6K | 0.33% | −2,782−17.4% | Reduced |
| GYL Financial Synergies, LLC | 13,066 | $614.1K | 0.05% | −7,651−36.9% | Reduced |
| Platform Technology Partners | 13,569 | $613.6K | 0.24% | +3,921+40.6% | Added |
| Donaldson Capital Management, LLC | 13,048 | $613.3K | 0.03% | −1,526−10.5% | Reduced |
| Greenleaf Trust | 13,045 | $613.1K | 0.01% | −3,390−20.6% | Reduced |
| Excalibur Management Corp | 12,970 | $609.6K | 0.29% | +675+5.5% | Added |
| Acadian Asset Management LLC | 12,947 | $608.0K | 0.00% | +5,820+81.7% | Added |
| Oak Hill Wealth Advisors, LLC | 12,903 | $606.4K | 0.21% | −688−5.1% | Reduced |
| Liberty One Investment Management, LLC | 12,898 | $606.2K | 0.07% | −778−5.7% | Reduced |
| Holderness Investments Co | 12,879 | $605.3K | 0.17% | +4,922+61.9% | Added |
| Aviva PLC | 12,856 | $604.2K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,828 | $603.0K | 0.25% | −1,135−8.1% | Reduced |
| FDx Advisors, Inc. | 12,788 | $601.0K | 0.05% | −6,003−31.9% | Reduced |
| Ingalls & Snyder LLC | 12,758 | $600.0K | 0.03% | −1,425−10.0% | Reduced |
| Insigneo Advisory Services, LLC | 12,646 | $594.4K | 0.08% | +904+7.7% | Added |
| Hall Capital Management Co Inc | 12,636 | $593.9K | 0.35% | −2,896−18.6% | Reduced |
| Brown Brothers Harriman & Co | 12,603 | $592.3K | 0.00% | −2,784−18.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,594 | $591.9K | 0.05% | −2,443−16.2% | Reduced |
| SYSTM Wealth Solutions LLC | 12,539 | $589.3K | 0.08% | +6,317+101.5% | Added |
| Ontario Teachers Pension Plan Board | 12,509 | $587.9K | 0.01% | +12,509 | New |
| Elmwood Wealth Management, Inc. | 12,497 | $587.4K | 0.41% | +1,259+11.2% | Added |
| Global Retirement Partners, LLC | 12,539 | $586.3K | 0.02% | −9,051−41.9% | Reduced |
| Penn Mutual Asset Management, LLC | 12,426 | $584.0K | 0.45% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 12,405 | $583.0K | 0.44% | +12,405 | New |
| HBW Advisory Services LLC | 12,357 | $581.0K | 0.11% | +66+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 12,106 | $569.0K | 0.01% | −8,165−40.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,090 | $568.2K | 0.02% | −1,854−13.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,073 | $567.4K | 0.00% | −2,317−16.1% | Reduced |
| Smithfield Trust Co | 12,012 | $566.0K | 0.03% | +2,400+25.0% | Added |
| Pathway Financial Advisers, LLC | 12,016 | $564.8K | 0.22% | −1,547−11.4% | Reduced |
| Plimoth Trust Co LLC | 11,975 | $562.8K | 0.16% | −240−2.0% | Reduced |
| Ti-Trust, Inc | 11,929 | $560.7K | 0.49% | 00.0% | Unchanged |