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 |
|---|---|---|---|---|---|
| Prossimo Advisors, LLC | 8,843 | $416.0K | 0.88% | −245−2.7% | Reduced |
| Wrapmanager Inc | 8,816 | $414.4K | 0.12% | −1,668−15.9% | Reduced |
| Bank of Hawaii | 8,758 | $411.6K | 0.02% | −542−5.8% | Reduced |
| Syon Capital LLC | 8,748 | $411.2K | 0.04% | +8,748 | New |
| Moneta Group Investment Advisors LLC | 8,734 | $410.5K | 0.01% | −68−0.8% | Reduced |
| Rowland & Co Investment Counsel | 8,713 | $409.5K | 0.09% | −1,117−11.4% | Reduced |
| Boston Private Wealth LLC | 8,708 | $409.3K | 0.01% | +1,738+24.9% | Added |
| United Asset Strategies, Inc. | 8,681 | $408.0K | 0.05% | +1,309+17.8% | Added |
| Fruth Investment Management | 8,675 | $407.0K | 0.11% | −100−1.1% | Reduced |
| Pointe Capital Management LLC | 8,659 | $407.0K | 0.28% | +3,967+84.5% | Added |
| Wealthspire Advisors, LLC | 8,624 | $405.3K | 0.01% | −6,238−42.0% | Reduced |
| 1st Source Bank | 8,613 | $404.8K | 0.02% | +784+10.0% | Added |
| Perpetual Ltd | 8,600 | $404.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,590 | $404.0K | 0.02% | −496−5.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 8,585 | $403.5K | 0.08% | −70−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,573 | $402.9K | 0.03% | +3,528+69.9% | Added |
| Kovack Advisors, Inc. | 8,565 | $402.6K | 0.05% | +463+5.7% | Added |
| Fiduciary Group LLC | 8,508 | $399.9K | 0.05% | −6,331−42.7% | Reduced |
| West Family Investments, Inc. | 8,455 | $397.4K | 0.13% | +169+2.0% | Added |
| Congress Wealth Management LLC | 8,443 | $396.9K | 0.01% | +2,280+37.0% | Added |
| MidWestOne Financial Group, Inc. | 8,373 | $393.5K | 0.07% | +160+1.9% | Added |
| Meeder Advisory Services, Inc. | 8,338 | $391.9K | 0.04% | −1,574−15.9% | Reduced |
| GTS Securities LLC | 8,321 | $391.1K | 0.01% | −31,731−79.2% | Reduced |
| Whittier Trust Co | 8,210 | $385.9K | 0.01% | −11−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 8,192 | $385.0K | 0.04% | −419−4.9% | Reduced |
| Leavell Investment Management, Inc. | 8,178 | $384.0K | 0.02% | −250−3.0% | Reduced |
| Centre Asset Management, LLC | 8,158 | $383.0K | 0.09% | −123−1.5% | Reduced |
| BLB&B Advisors, LLC | 8,048 | $378.3K | 0.02% | −1,292−13.8% | Reduced |
| Montag A & Associates Inc | 8,039 | $377.8K | 0.02% | −293−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,912 | $371.9K | 0.07% | +107+1.4% | Added |
| Beech Hill Advisors, Inc. | 7,908 | $371.7K | 0.18% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,877 | $370.2K | 0.01% | −1,895−19.4% | Reduced |
| Vident Advisory, LLC | 7,876 | $370.2K | 0.01% | −1,414−15.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,861 | $369.4K | 0.01% | −4,076−34.1% | Reduced |
| Cullen Capital Management LLC | 7,857 | $369.3K | 0.01% | −661−7.8% | Reduced |
| Keudell/Morrison Wealth Management | 7,816 | $367.3K | 0.12% | −1,735−18.2% | Reduced |
| Evercore Wealth Management, LLC | 7,792 | $366.2K | 0.01% | −2,936−27.4% | Reduced |
| Invesco, LLC | 7,750 | $364.3K | 0.17% | 00.0% | Unchanged |
| RVW Wealth, LLC | 7,725 | $363.1K | 0.04% | +108+1.4% | Added |
| JBR Co Financial Management Inc | 7,716 | $362.7K | 0.34% | +7,716 | New |
| Quadrant Capital Group LLC | 7,711 | $362.4K | 0.03% | +1,112+16.9% | Added |
| Derbend Asset Management | 7,647 | $359.4K | 0.21% | −242−3.1% | Reduced |
| Continuum Advisory, LLC | 7,646 | $359.4K | 0.05% | −2,404−23.9% | Reduced |
| KCM Investment Advisors LLC | 7,574 | $356.0K | 0.01% | −2,405−24.1% | Reduced |
| Smith, Moore & Co. | 7,555 | $355.1K | 0.04% | −18−0.2% | Reduced |
| Shell Asset Management Co | 7,546 | $355.0K | 0.02% | −1,794−19.2% | Reduced |
| Cambridge Trust Co | 7,547 | $354.7K | 0.01% | −100−1.3% | Reduced |
| Catalyst Financial Partners LLC | 7,539 | $354.3K | 0.10% | −1,583−17.4% | Reduced |
| RNC Capital Management LLC | 7,486 | $351.8K | 0.02% | −8,147−52.1% | Reduced |
| Sar Wealth Management Group, LLC | 7,477 | $351.4K | 0.35% | +7,477 | New |
| Cornerstone Advisory, LLC | 7,468 | $351.0K | 0.05% | −4,068−35.3% | Reduced |
| Delta Asset Management LLC | 7,435 | $349.4K | 0.03% | −1,423−16.1% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $348.0K | 0.15% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,353 | $345.6K | 0.07% | −7,625−50.9% | Reduced |
| Westwood Holdings Group Inc. | 7,338 | $345.0K | 0.00% | +70+1.0% | Added |
| IFP Advisors, Inc | 7,231 | $339.8K | 0.02% | −288−3.8% | Reduced |
| Manchester Capital Management LLC | 7,186 | $337.7K | 0.05% | +186+2.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,184 | $337.6K | 0.06% | +1,192+19.9% | Added |
| Midwest Professional Planners, LTD. | 7,179 | $337.4K | 0.13% | +696+10.7% | Added |
| Fragasso Group Inc. | 7,052 | $331.4K | 0.03% | +72+1.0% | Added |
| Cedrus LLC | 7,046 | $331.2K | 0.21% | −1,445−17.0% | Reduced |
| Morningstar Investment Management LLC | 7,050 | $331.0K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 7,037 | $330.7K | 0.09% | +7,037 | New |
| Parsons Capital Management Inc | 7,031 | $330.5K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,022 | $330.1K | 0.01% | +625+9.8% | Added |
| Sheets Smith Wealth Management | 7,014 | $329.7K | 0.05% | −397−5.4% | Reduced |
| Centennial Wealth Advisory LLC | 6,998 | $328.9K | 0.17% | −680−8.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,955 | $326.9K | 0.04% | −1,343−16.2% | Reduced |
| Bogart Wealth, LLC | 6,950 | $326.6K | 0.02% | +60+0.9% | Added |
| Chesapeake Wealth Management | 6,943 | $326.4K | 0.13% | −2,021−22.5% | Reduced |
| Cidel Asset Management Inc | 6,927 | $325.6K | 0.01% | +6,927 | New |
| Tower Bridge Advisors | 6,918 | $325.2K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,885 | $323.6K | 0.00% | −1,365−16.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,844 | $321.7K | 0.11% | +602+9.6% | Added |
| Vinva Investment Management Ltd | 6,818 | $320.9K | 0.02% | +1,451+27.0% | Added |
| Blue Fin Capital, Inc. | 6,816 | $320.4K | 0.08% | −1,036−13.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,811 | $320.1K | 0.15% | −2,162−24.1% | Reduced |
| Parallel Advisors, LLC | 6,807 | $319.9K | 0.01% | +1,194+21.3% | Added |
| Schonfeld Strategic Advisors LLC | 6,700 | $314.9K | 0.00% | −50,478−88.3% | Reduced |
| Park National Corp | 6,677 | $313.8K | 0.01% | −1,295−16.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,671 | $313.6K | 0.02% | −1,592−19.3% | Reduced |
| Delta Financial Group, Inc. | 6,652 | $313.0K | 0.10% | +54+0.8% | Added |
| Colony Group, LLC | 6,659 | $313.0K | 0.00% | +6,659 | New |
| Lakeview Capital Partners, LLC | 6,638 | $312.0K | 0.06% | −369−5.3% | Reduced |
| Sunbelt Securities, Inc. | 6,628 | $311.5K | 0.04% | +239+3.7% | Added |
| Commerzbank Aktiengesellschaft | 6,605 | $311.0K | 0.01% | +6,605 | New |
| Investors Research Corp | 6,617 | $311.0K | 0.08% | −896−11.9% | Reduced |
| Diligent Investors, LLC | 6,605 | $310.4K | 0.09% | +1,000+17.8% | Added |
| Independent Financial Group, LLC | 6,578 | $309.2K | 0.02% | −1,007−13.3% | Reduced |
| St Germain D J Co Inc | 6,555 | $308.1K | 0.02% | −9,638−59.5% | Reduced |
| Farmers Trust Co | 6,522 | $306.5K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,697 | $306.2K | 0.08% | +6,697 | New |
| Adalta Capital Management LLC | 6,500 | $305.5K | 0.18% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,488 | $304.9K | 0.01% | +183+2.9% | Added |
| Summit Financial Group Inc | 6,468 | $304.0K | 0.12% | −78−1.2% | Reduced |
| Eagle Ridge Investment Management | 6,453 | $303.3K | 0.03% | −2,336−26.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,434 | $302.4K | 0.03% | −1,394−17.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,386 | $300.1K | 0.01% | −10,405−62.0% | Reduced |
| Principle Wealth Partners LLC | 6,380 | $299.9K | 0.03% | +30.0% | Added |
| Northwest Bancshares, Inc. | 6,375 | $299.6K | 0.05% | −380−5.6% | Reduced |