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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 11,904 | $559.5K | 0.17% | +10.0% | Added |
| NEOS Investment Management LLC | 11,904 | $559.5K | 0.05% | +3,697+45.0% | Added |
| Stoneridge Investment Partners LLC | 11,809 | $555.0K | 0.23% | −25,354−68.2% | Reduced |
| Bessemer Group Inc | 11,737 | $552.0K | 0.00% | −1,425−10.8% | Reduced |
| SS&H Financial Advisors, Inc. | 11,743 | $552.0K | 0.23% | −150−1.3% | Reduced |
| Verdence Capital Advisors LLC | 11,492 | $540.1K | 0.05% | −14,523−55.8% | Reduced |
| Altman Advisors, Inc. | 11,453 | $538.3K | 0.28% | −14,746−56.3% | Reduced |
| United Bank | 11,408 | $536.2K | 0.07% | −58−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 11,372 | $534.5K | 0.01% | +11,372 | New |
| Baltimore-Washington Financial Advisors, Inc. | 11,364 | $534.1K | 0.04% | +5,563+95.9% | Added |
| Ballentine Partners, LLC | 11,268 | $529.6K | 0.01% | +11,268 | New |
| AQR Capital Management LLC | 11,299 | $528.9K | 0.00% | −173,412−93.9% | Reduced |
| Schmidt P J Investment Management Inc | 11,595 | $528.3K | 0.10% | −1,763−13.2% | Reduced |
| Lindbrook Capital, LLC | 11,167 | $524.8K | 0.05% | −996−8.2% | Reduced |
| Stony Point Wealth Management Inc. | 11,127 | $523.0K | 0.24% | +270+2.5% | Added |
| Intrust Bank NA | 11,073 | $520.4K | 0.06% | +3,488+46.0% | Added |
| Violich Capital Management, Inc. | 11,055 | $520.0K | 0.08% | −6,041−35.3% | Reduced |
| Lincoln National Corp | 11,060 | $519.8K | 0.01% | +902+8.9% | Added |
| Modera Wealth Management, LLC | 11,049 | $519.3K | 0.01% | −343−3.0% | Reduced |
| Citizens National Bank Trust Department | 11,018 | $517.8K | 0.13% | −1,715−13.5% | Reduced |
| Valeo Financial Advisors, LLC | 11,011 | $517.5K | 0.02% | −10,570−49.0% | Reduced |
| Balentine LLC | 10,996 | $516.8K | 0.02% | +215+2.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,995 | $516.8K | 0.01% | +10,995 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,965 | $515.4K | 0.06% | −8,227−42.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,889 | $511.8K | 0.02% | +553+5.4% | Added |
| Burney Co | 10,804 | $507.8K | 0.02% | −941−8.0% | Reduced |
| Wetherby Asset Management Inc | 10,735 | $504.5K | 0.03% | +265+2.5% | Added |
| Parcion Private Wealth LLC | 10,696 | $502.7K | 0.05% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 10,677 | $501.8K | 0.03% | −1,197−10.1% | Reduced |
| Beacon Financial Advisory LLC | 10,662 | $501.1K | 0.24% | −757−6.6% | Reduced |
| SPC Financial, Inc. | 10,648 | $500.5K | 0.05% | +370+3.6% | Added |
| Good Life Advisors, LLC | 10,630 | $499.7K | 0.05% | −825−7.2% | Reduced |
| Camelot Portfolios, LLC | 10,628 | $499.5K | 0.30% | +4,225+66.0% | Added |
| Key Financial Inc | 10,580 | $497.3K | 0.14% | 00.0% | Unchanged |
| Trust Point Inc. | 10,575 | $497.0K | 0.04% | +10,575 | New |
| Patten & Patten Inc | 10,521 | $494.5K | 0.04% | −450−4.1% | Reduced |
| NorthRock Partners, LLC | 10,497 | $493.4K | 0.02% | +5,972+132.0% | Added |
| Machina Capital S.A.S. | 10,459 | $491.6K | 0.32% | +10,459 | New |
| Heritage Investors Management Corp | 10,440 | $491.0K | 0.02% | −337−3.1% | Reduced |
| Chemung Canal Trust Co | 10,403 | $488.9K | 0.10% | −36−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,394 | $488.5K | 0.06% | +747+7.7% | Added |
| Longfellow Investment Management Co LLC | 10,226 | $480.6K | 0.12% | 00.0% | Unchanged |
| First United Bank Trust | 10,154 | $477.2K | 0.19% | −4,461−30.5% | Reduced |
| Daymark Wealth Partners, LLC | 10,152 | $477.1K | 0.03% | −292−2.8% | Reduced |
| Level Four Advisory Services, LLC | 10,131 | $476.1K | 0.03% | −1,263−11.1% | Reduced |
| River Wealth Advisors LLC | 10,114 | $475.4K | 0.08% | −1,526−13.1% | Reduced |
| Stratos Wealth Advisors, LLC | 10,007 | $470.3K | 0.03% | +486+5.1% | Added |
| Armstrong Advisory Group, Inc | 9,984 | $469.3K | 0.05% | +427+4.5% | Added |
| Equitable Holdings, Inc. | 9,936 | $467.0K | 0.01% | −2,230−18.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,934 | $466.9K | 0.07% | +342+3.6% | Added |
| FineMark National Bank & Trust | 9,911 | $465.8K | 0.02% | −616−5.9% | Reduced |
| Keystone Financial Group | 9,907 | $465.6K | 0.08% | −1,205−10.8% | Reduced |
| Mechanics Bank Trust Department | 9,878 | $464.3K | 0.07% | −1,510−13.3% | Reduced |
| Savant Capital, LLC | 9,832 | $462.1K | 0.01% | +868+9.7% | Added |
| Imprint Wealth LLC | 9,829 | $462.0K | 0.37% | −330−3.2% | Reduced |
| Renaissance Group LLC | 9,825 | $461.5K | 0.02% | +16+0.2% | Added |
| Financial Advocates Investment Management | 9,757 | $458.6K | 0.03% | −209−2.1% | Reduced |
| Meridian Wealth Management, LLC | 9,749 | $458.2K | 0.03% | −987−9.2% | Reduced |
| Meyer Handelman Co | 9,733 | $457.5K | 0.02% | −3,232−24.9% | Reduced |
| Lido Advisors, LLC | 9,711 | $456.4K | 0.00% | −387−3.8% | Reduced |
| TFG Advisers LLC | 9,676 | $454.8K | 0.19% | −1,025−9.6% | Reduced |
| Resources Investment Advisors, LLC. | 9,622 | $452.2K | 0.01% | +4,239+78.7% | Added |
| Alan B. Lancz & Associates, Inc. | 9,611 | $451.7K | 0.47% | −802−7.7% | Reduced |
| Foundations Investment Advisors, LLC | 9,677 | $451.7K | 0.01% | +936+10.7% | Added |
| Phoenix Wealth Advisors | 9,311 | $451.7K | 0.31% | −396−4.1% | Reduced |
| Quotient Wealth Partners, LLC | 9,568 | $449.7K | 0.02% | +9,568 | New |
| Nations Financial Group Inc, | 9,556 | $449.1K | 0.04% | −30−0.3% | Reduced |
| Valmark Advisers, Inc. | 9,517 | $447.3K | 0.01% | +2,843+42.6% | Added |
| Capital Asset Advisory Services LLC | 9,516 | $447.2K | 0.03% | −2,972−23.8% | Reduced |
| Commonwealth Retirement Investments LLC | 9,458 | $444.5K | 0.24% | −435−4.4% | Reduced |
| Centurion Wealth Management LLC | 9,449 | $444.1K | 0.19% | +61+0.6% | Added |
| Personal Cfo Solutions, LLC | 9,442 | $443.8K | 0.08% | +2,937+45.1% | Added |
| Kidder Stephen W | 9,439 | $443.6K | 0.14% | 00.0% | Unchanged |
| Campbell Wealth Management | 9,388 | $441.0K | 0.05% | −1,868−16.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,386 | $441.0K | 0.21% | +9+0.1% | Added |
| Grimes & Company, Inc. | 9,376 | $440.7K | 0.01% | +453+5.1% | Added |
| Terry L. Blaker | 9,337 | $438.8K | 0.04% | −6,026−39.2% | Reduced |
| Salvus Wealth Management, LLC | 9,320 | $438.0K | 0.31% | −81−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,299 | $437.1K | 0.02% | −358−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 9,800 | $437.0K | 0.01% | +973+11.0% | Added |
| VeraBank, N.A. | 9,295 | $436.9K | 0.15% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 9,287 | $436.5K | 0.21% | −383−4.0% | Reduced |
| HBK Sorce Advisory LLC | 9,280 | $436.1K | 0.02% | −3,169−25.5% | Reduced |
| Belpointe Asset Management LLC | 9,278 | $436.1K | 0.04% | +3,077+49.6% | Added |
| Outfitter Financial LLC | 9,215 | $433.1K | 0.38% | −5,630−37.9% | Reduced |
| Private Wealth Partners, LLC | 9,200 | $432.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,116 | $428.5K | 0.02% | −4,028−30.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,107 | $428.0K | 0.14% | −150−1.6% | Reduced |
| TownSquare Capital, LLC | 9,030 | $424.4K | 0.01% | +161+1.8% | Added |
| Cigna Investments Inc | 9,012 | $424.0K | 0.09% | +84+0.9% | Added |
| Old Port Advisors | 9,017 | $423.8K | 0.14% | −1,344−13.0% | Reduced |
| We Are One Seven, LLC | 8,992 | $422.6K | 0.02% | +91+1.0% | Added |
| Glenview Trust Co | 8,989 | $422.5K | 0.01% | −5,988−40.0% | Reduced |
| Hantz Financial Services, Inc. | 8,978 | $422.0K | 0.01% | +126+1.4% | Added |
| Headinvest, LLC | 8,974 | $421.8K | 0.09% | −2,130−19.2% | Reduced |
| Central Bank & Trust Co | 8,949 | $420.6K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,930 | $419.7K | 0.03% | −23,861−72.8% | Reduced |
| Welch Group, LLC | 8,914 | $419.0K | 0.02% | +133+1.5% | Added |
| Empowered Funds, LLC | 8,907 | $418.6K | 0.01% | +1,640+22.6% | Added |
| Harbour Trust & Investment Management Co | 8,861 | $416.5K | 0.06% | +8,861 | New |