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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 6,360 | $298.9K | 0.05% | −848−11.8% | Reduced |
| Boltwood Capital Management | 6,359 | $298.9K | 0.10% | −686−9.7% | Reduced |
| Premier Path Wealth Partners, LLC | 6,335 | $297.7K | 0.07% | +6,335 | New |
| Hudock, Inc. | 6,317 | $296.9K | 0.06% | +18+0.3% | Added |
| FinTrust Capital Advisors, LLC | 6,311 | $296.6K | 0.06% | +905+16.7% | Added |
| Thrive Capital Management, LLC | 6,308 | $296.5K | 0.16% | −1,855−22.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,305 | $296.3K | 0.15% | −1,249−16.5% | Reduced |
| Fulcrum Equity Management | 6,258 | $294.1K | 0.36% | +87+1.4% | Added |
| FourThought Financial Partners, LLC | 6,243 | $293.4K | 0.04% | +127+2.1% | Added |
| Capital Management Corp | 6,236 | $293.1K | 0.06% | +6,236 | New |
| AlphaStar Capital Management, LLC | 6,208 | $291.8K | 0.03% | +861+16.1% | Added |
| Jones Financial Companies LLLP | 6,193 | $291.1K | 0.00% | +1,148+22.8% | Added |
| Tranquility Partners, LLC | 6,135 | $288.3K | 0.12% | −4,668−43.2% | Reduced |
| Heritage Trust Co | 6,123 | $287.8K | 0.04% | +1,248+25.6% | Added |
| Bartlett & Co. Wealth Management LLC | 6,106 | $287.3K | 0.00% | −500−7.6% | Reduced |
| Bartlett & Co. LLC | 6,106 | $287.0K | 0.00% | −500−7.6% | Reduced |
| MidAtlantic Capital Management, Inc. | 6,100 | $286.7K | 0.28% | +6,100 | New |
| Resources Management Corp | 6,054 | $285.0K | 0.04% | −850−12.3% | Reduced |
| Colonial Trust Advisors | 6,059 | $284.8K | 0.03% | −1,052−14.8% | Reduced |
| Romano Brothers and Company | 6,032 | $284.0K | 0.04% | −18−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 6,028 | $283.3K | 0.06% | −1,675−21.7% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $282.0K | 0.26% | −400−6.2% | Reduced |
| Sawgrass Asset Management LLC | 5,998 | $281.9K | 0.03% | −1,742−22.5% | Reduced |
| IFG Advisory, LLC | 5,962 | $280.2K | 0.02% | −501−7.8% | Reduced |
| Precedent Wealth Partners, LLC | 5,957 | $280.0K | 0.14% | +5,957 | New |
| Summit Trail Advisors, LLC | 5,945 | $279.4K | 0.01% | −130−2.1% | Reduced |
| Philadelphia Trust Co | 5,930 | $279.0K | 0.03% | +25+0.4% | Added |
| Busey Wealth Management | 5,931 | $278.8K | 0.01% | −1,439−19.5% | Reduced |
| Kepos Capital LP | 5,915 | $278.0K | 0.09% | −131−2.2% | Reduced |
| Mystic Asset Management, Inc. | 5,899 | $277.3K | 0.13% | +310+5.5% | Added |
| First Command Advisory Services, Inc. | 5,893 | $277.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 5,872 | $276.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,614 | $275.3K | 0.01% | +88+1.6% | Added |
| Camden National Bank | 5,831 | $274.1K | 0.05% | −2,255−27.9% | Reduced |
| Sunpointe, LLC | 5,793 | $272.3K | 0.35% | +5,793 | New |
| Mainstay Capital Management LLC | 5,785 | $271.9K | 0.05% | −11,490−66.5% | Reduced |
| CWA Asset Management Group, LLC | 5,777 | $271.5K | 0.02% | −1,330−18.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,775 | $271.4K | 0.03% | +631+12.3% | Added |
| Fort Washington Investment Advisors Inc | 5,765 | $270.9K | 0.00% | −10,618−64.8% | Reduced |
| Jeppson Wealth Management, LLC | 5,732 | $269.4K | 0.11% | +5,732 | New |
| Fidelis Capital Partners, LLC | 5,714 | $268.6K | 0.06% | +5,714 | New |
| ZWJ Investment Counsel Inc | 5,690 | $267.4K | 0.01% | −139−2.4% | Reduced |
| Ostrum Asset Management | 5,684 | $267.1K | 0.02% | +24+0.4% | Added |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | −501−8.1% | Reduced |
| Marcum Wealth, LLC | 5,665 | $266.2K | 0.03% | −3,160−35.8% | Reduced |
| ABN AMRO Bank N.V. | 5,630 | $266.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,649 | $265.5K | 0.01% | +5,649 | New |
| Rehmann Capital Advisory Group | 5,640 | $265.1K | 0.02% | −266−4.5% | Reduced |
| V-Square Quantitative Management LLC | 5,640 | $265.1K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,601 | $263.2K | 0.10% | −207−3.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $263.2K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 5,600 | $263.2K | 0.07% | +5,600 | New |
| New Hampshire Trust | 5,593 | $262.9K | 0.06% | −634−10.2% | Reduced |
| Grayhawk Investment Strategies Inc. | 5,566 | $261.6K | 0.13% | +5,566 | New |
| Visionary Wealth Advisors | 5,558 | $261.2K | 0.02% | −2,703−32.7% | Reduced |
| Ignite Planners, LLC | 5,330 | $258.6K | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,500 | $258.5K | 0.03% | −150−2.7% | Reduced |
| Scissortail Wealth Management, LLC | 5,690 | $258.5K | 0.08% | +5,690 | New |
| Salem Investment Counselors Inc | 5,452 | $256.2K | 0.01% | −1,020−15.8% | Reduced |
| Graypoint LLC | 5,446 | $256.0K | 0.02% | +714+15.1% | Added |
| Wambolt & Associates, LLC | 5,429 | $255.2K | 0.08% | −3,245−37.4% | Reduced |
| Klingenstein Fields & Co LP | 5,428 | $255.1K | 0.01% | −400−6.9% | Reduced |
| Adirondack Trust Co | 5,333 | $255.0K | 0.11% | −312−5.5% | Reduced |
| Abacus Planning Group, Inc. | 5,400 | $253.8K | 0.05% | −9−0.2% | Reduced |
| Lantern Wealth Advisors, LLC | 5,379 | $252.8K | 0.20% | +5,379 | New |
| Jaffetilchin Investment Partners, LLC | 5,372 | $252.5K | 0.02% | −816−13.2% | Reduced |
| Ethic Inc. | 5,371 | $252.4K | 0.01% | +610+12.8% | Added |
| Campion Asset Management LLC | 5,366 | $252.2K | 0.21% | −790−12.8% | Reduced |
| Birchcreek Wealth Management, LLC | 5,351 | $251.5K | 0.15% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,337 | $251.0K | 0.01% | −155−2.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,336 | $250.8K | 0.23% | +5,336 | New |
| CoreCap Advisors, LLC | 5,327 | $250.4K | 0.02% | +5,327 | New |
| Dividend Assets Capital, LLC | 5,326 | $250.0K | 0.05% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,293 | $249.0K | 0.06% | +74+1.4% | Added |
| KC Investment Advisors, LLC | 5,243 | $246.4K | 0.15% | −7,114−57.6% | Reduced |
| Buckingham Strategic Partners | 5,239 | $246.2K | 0.01% | −2,828−35.1% | Reduced |
| Shelton Capital Management | 5,232 | $245.9K | 0.01% | −10,400−66.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,227 | $245.7K | 0.02% | −637−10.9% | Reduced |
| MEMBERS Trust Co | 5,200 | $244.7K | 0.01% | +539+11.6% | Added |
| Lion Street Advisors, LLC | 5,205 | $244.6K | 0.10% | −5,908−53.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,187 | $243.8K | 0.01% | −643−11.0% | Reduced |
| Alterity Financial Group, LLC | 5,166 | $242.8K | 0.35% | −100−1.9% | Reduced |
| Prosperity Consulting Group, LLC | 5,133 | $241.3K | 0.08% | −35−0.7% | Reduced |
| HF Advisory Group, LLC | 5,131 | $241.2K | 0.15% | +328+6.8% | Added |
| RFG Advisory, LLC | 5,122 | $240.8K | 0.01% | −2,768−35.1% | Reduced |
| Hexagon Capital Partners LLC | 5,099 | $239.7K | 0.06% | −1,935−27.5% | Reduced |
| Concord Wealth Partners | 5,088 | $239.1K | 0.05% | −629−11.0% | Reduced |
| Sterling Investment Counsel, LLC | 5,083 | $238.9K | 0.12% | +5,083 | New |
| Oxford Asset Management LLP | 5,052 | $237.4K | 0.36% | +5,052 | New |
| CJM Wealth Advisers, Ltd. | 5,037 | $236.7K | 0.10% | +8+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,023 | $236.1K | 0.01% | −4,739−48.5% | Reduced |
| Brown Miller Wealth Management, LLC | 5,016 | $235.7K | 0.12% | −895−15.1% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $235.3K | 0.19% | +5,006 | New |
| Zimmer Partners, LP | 5,000 | $235.0K | 0.01% | −5,344,196−99.9% | Reduced |
| Commonwealth Financial Services, LLC | 4,998 | $234.9K | 0.06% | −2,912−36.8% | Reduced |
| Waldron Private Wealth LLC | 4,983 | $234.2K | 0.01% | +4,983 | New |
| Chicago Partners Investment Group LLC | 5,294 | $233.7K | 0.01% | −462−8.0% | Reduced |
| Scientech Research LLC | 4,970 | $233.6K | 0.23% | +4,970 | New |
| Lake Street Advisors Group, LLC | 4,957 | $233.0K | 0.01% | +4,957 | New |
| Cobblestone Asset Management LLC | 4,956 | $232.9K | 0.17% | +35+0.7% | Added |