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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.

Q1 2024 vs. Q4 2023

How the institutions holding Dominion Energy, Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of D: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,239151,226+2
Shares611.3M236.1K634.6M+23.5M (+3.8%)
Value$28.7B$11.1M$31.2B+$2.50B (+8.7%)

15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Dominion Energy, Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 118 by value.

Institutions new to D in Q1 2024
InstitutionSharesValue% of portfolio
1832 Asset Management L.P.798,095$39.3M0.07%
Yaupon Capital Management LP504,437$24.8M2.14%
Resona Asset Management Co.,Ltd.315,380$15.5M0.09%
General American Investors Co Inc260,000$12.8M0.95%
Seven Grand Managers, LLC250,000$12.3M6.02%
Energy Income Partners, LLC177,125$8.71M0.18%
Gilman Hill Asset Management, LLC172,894$8.50M1.52%
Adage Capital Partners GP, L.L.C.170,811$8.40M0.02%
Aventail Capital Group, LP145,180$7.14M0.55%
Madison Asset Management, LLC141,516$6.96M0.09%
Caas Capital Management LP100,000$4.92M2.09%
CIBC World Markets Inc.71,227$3.50M0.01%
Simplex Trading, LLC66,105$3.25M0.09%
Quadrature Capital Ltd57,931$2.85M0.05%
BTC Capital Management, Inc.46,590$2.29M0.21%
Central Pacific Bank - Trust Division39,735$1.95M0.24%
Group One Trading, L.P.36,658$1.80M0.06%
Legacy Capital Wealth Partners, LLC29,710$1.71M1.22%
Simplicity Wealth,LLC28,235$1.39M0.03%
Ilmarinen Mutual Pension Insurance Co25,500$1.25M0.02%
IMC-Chicago, LLC16,443$808.8K0.03%
Steel Peak Wealth Management LLC16,233$798.5K0.04%
Spectrum Asset Management, Inc. (NB/CA)15,412$758.1K0.33%
John G Ullman & Associates Inc15,300$752.6K0.12%
Essex Financial Services, Inc.15,284$751.8K0.07%
Arrowstreet Capital, Limited Partnership15,115$744.0K0.00%
Vista Investment Management14,806$728.3K0.30%
Agf Management Ltd14,690$722.6K0.00%
Intech Investment Management LLC14,383$707.5K0.01%
Walleye Capital LLC14,200$698.5K0.01%
PFG Investments, LLC13,818$679.7K0.04%
Pullen Investment Management, LLC13,134$646.1K0.55%
Bryn Mawr Trust Co11,550$568.1K0.02%
Advanced Portfolio Management, LLC10,514$517.2K0.98%
MONECO Advisors, LLC9,840$484.0K0.08%
Inspire Trust Co, N.A.9,800$482.1K0.27%
Tradewinds, LLC.9,481$466.4K0.41%
Cognios Beta Neutral Large Cap Fund, LP8,194$403.1K0.53%
Systematic Portfolios LLC7,950$391.1K1.34%
International Assets Investment Management, LLC7,613$374.3K0.04%
First Trust Investment Solutions L.P.7,359$362.0K0.06%
Danske Bank A/S7,300$359.1K0.00%
Bluefin Capital Management, LLC6,900$339.4K0.05%
Passumpsic Savings Bank6,842$336.6K0.22%
Saturna Capital CORP6,750$332.0K0.00%
International Private Wealth Advisors LLC6,694$329.3K0.64%
Alpha Family Trust6,540$321.7K0.19%
Groesbeck Investment Management Corp6,489$319.0K0.34%
Koshinski Asset Management, Inc.6,156$302.8K0.03%
Plan Group Financial, LLC6,001$295.2K0.19%
American National Bank & Trust Co5,985$294.3K0.07%
Banco BTG Pactual S.A.5,971$293.7K0.09%
Warren Averett Asset Management, LLC5,617$276.3K0.01%
QRG Capital Management, Inc.5,526$271.8K0.00%
SFMG, LLC5,405$265.9K0.02%
MKT Advisors LLC5,362$261.6K0.14%
Novare Capital Management LLC5,177$254.7K0.02%
Berger Financial Group, Inc5,089$250.3K0.02%
LifePlan Financial, LLC4,990$245.4K0.22%
Bullock Wealth Management Group4,847$238.3K0.16%
Evergreen Capital Management LLC4,774$234.8K0.01%
Herold Advisors, Inc.4,735$232.9K0.06%
Institute for Wealth Management, LLC.4,635$228.0K0.03%
ASB Consultores, LLC4,604$226.5K0.06%
Pure Financial Advisors, Inc.4,594$226.0K0.01%
Forum Financial Management, LP4,511$221.9K0.00%
Horizon Kinetics Asset Management LLC4,501$221.4K0.00%
Athena Investment Management4,475$220.1K0.13%
CM Wealth Advisors LLC4,199$218.9K0.06%
Register Financial Advisors LLC4,435$218.1K0.11%
Citizens Financial Group Inc4,425$217.7K0.01%
LCNB Corp4,326$212.8K0.08%
StoneX Group Inc.4,295$211.3K0.02%
Gsa Capital Partners LLP4,291$211.0K0.02%
Checchi Capital Advisers, LLC4,264$209.7K0.02%
Old North State Wealth Management, LLC4,251$209.3K0.14%
Aveo Capital Partners, LLC4,044$207.9K0.02%
MTM Investment Management, LLC4,200$206.6K0.09%
Alliance Wealth Advisors, LLC4,198$206.5K0.13%
Nadler Financial Group, Inc.4,167$205.0K0.03%
Chapin Davis, Inc.4,167$205.0K0.07%
CAPROCK Group, Inc.4,154$204.3K0.01%
Fisher Asset Management, LLC4,152$204.2K0.00%
Novak & Powell Financial Services, Inc.4,120$202.7K0.15%
Ballast, Inc.4,084$200.9K0.06%
Mather Group, LLC.3,956$185.9K0.00%
Gen-Wealth Partners Inc3,534$173.8K0.09%
Ransom Advisory, Ltd3,400$167.2K0.09%
Hilltop National Bank2,741$134.8K0.05%
Centerpoint Advisors, LLC2,430$120.0K0.04%
Allianz SE2,100$103.3K0.00%
New Covenant Trust Company, N.A.1,977$97.2K0.10%
Crewe Advisors LLC1,884$92.7K0.01%
LifeSteps Financial, Inc.1,364$67.1K0.05%
Western Pacific Wealth Management, LP932$45.8K0.03%
Briaud Financial Planning, Inc819$41.0K0.02%
LRI Investments, LLC612$30.1K0.01%
Rise Advisors, LLC610$30.0K0.02%
Riverview Trust Co484$23.8K0.02%
ESL Trust Services, LLC300$14.8K0.00%

Sold out (116)

Institutions that held Dominion Energy, Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 116 by value.

Institutions that sold out of D in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Balyasny Asset Management LLC1,198,507$56.3M
Reaves W H & Co Inc547,434$25.7M
Twin Tree Management, LP272,106$12.8M
Capital Fund Management S.A.214,371$10.1M
Two Sigma Advisers, LP167,700$7.88M
Governors Lane LP159,550$7.50M
ING Groep NV154,960$7.28M
Cetera Advisor Networks LLC140,968$6.63M
Magnetar Financial LLC90,486$4.25M
Dynamic Technology Lab Private Ltd68,801$3.23M
Virtu Financial LLC61,989$2.91M
Cubist Systematic Strategies, LLC44,613$2.10M
NovaPoint Capital, LLC43,329$2.04M
Cetera Advisors LLC43,005$2.02M
Maxi Investments CY Ltd42,500$2.00M
Crestline Management, LP39,645$1.86M
Sciencast Management LP33,097$1.56M
Man Group plc29,040$1.36M
Argent Advisors, Inc.28,681$1.35M
Creegan & Nassoura Financial Group, LLC28,237$1.33M
Slow Capital, Inc.26,299$1.24M
Tredje AP-fonden25,954$1.22M
Prudential PLC24,429$1.15M
FJ Investments, LLC21,800$1.02M
FIL Ltd20,942$984.3K
CSM Advisors, LLC19,699$926.0K
Econ Financial Services Corp18,500$869.5K
Y-Intercept (Hong Kong) Ltd17,425$819.0K
Point72 Hong Kong Ltd16,694$784.6K
Diversified Trust Co14,339$673.9K
Smith, Salley & Associates14,335$673.7K
Oak Thistle LLC13,366$628.2K
Acadian Asset Management LLC12,947$608.0K
Oak Hill Wealth Advisors, LLC12,903$606.4K
Penn Mutual Asset Management, LLC12,426$584.0K
Maverick Capital LtdSuperinvestorMaverick Capital10,995$516.8K
Texas Capital Bank Wealth Management Services Inc10,965$515.4K
Camelot Portfolios, LLC10,628$499.5K
Machina Capital S.A.S.10,459$491.6K
Stratos Wealth Advisors, LLC10,007$470.3K
Meridian Wealth Management, LLC9,749$458.2K
Bank of Hawaii8,758$411.6K
West Family Investments, Inc.8,455$397.4K
Patriot Financial Group Insurance Agency, LLC7,912$371.9K
KCM Investment Advisors LLC7,574$356.0K
RNC Capital Management LLC7,486$351.8K
Financial Network Wealth Management LLC7,417$348.0K
Westwood Holdings Group Inc.7,338$345.0K
Schonfeld Strategic Advisors LLC6,700$314.9K
Thrive Capital Management, LLC6,308$296.5K
AlphaStar Capital Management, LLC6,208$291.8K
Sawgrass Asset Management LLC5,998$281.9K
IFG Advisory, LLC5,962$280.2K
Axq Capital, LP5,600$263.2K
Grayhawk Investment Strategies Inc.5,566$261.6K
Ignite Planners, LLC5,330$258.6K
Penobscot Investment Management Company, Inc.5,500$258.5K
Scissortail Wealth Management, LLC5,690$258.5K
Wambolt & Associates, LLC5,429$255.2K
RFG Advisory, LLC5,122$240.8K
Oxford Asset Management LLP5,052$237.4K
Hennion & Walsh Asset Management, Inc.5,023$236.1K
Zimmer Partners, LP5,000$235.0K
Scientech Research LLC4,970$233.6K
Investment Partners, Ltd.4,905$230.5K
Aull & Monroe Investment Management Corp4,759$223.7K
Marex Group plc4,754$223.4K
Deerfield Management Company, L.P. (Series C)4,495$211.3K
Concord Asset Management, LLC4,483$210.7K
Financial Planning & Information Services, Inc.4,428$208.1K
R.H. Dinel Investment Counsel, Inc.4,400$206.8K
Sapient Capital LLC4,377$205.7K
Monument Group Wealth Advisors, LLC4,354$204.6K
GeoWealth Management, LLC3,808$179.0K
American State Bank (Iowa)2,597$122.1K
Glassman Wealth Services2,294$107.8K
NSI Retail Advisors, LLC2,211$104.0K
New Millennium Group LLC2,127$100.0K
EdgeRock Capital LLC1,779$81.2K
Focused Wealth Management, Inc1,715$80.6K
Headlands Technologies LLC1,533$72.1K
Global Wealth Management Investment Advisory, Inc.1,450$68.2K
Turtle Creek Wealth Advisors, LLC1,376$64.7K
Rockbridge Investment Management, LCC1,349$63.4K
EntryPoint Capital, LLC1,302$61.2K
Resurgent Financial Advisors LLC1,294$60.8K
Proffitt & Goodson Inc1,275$59.9K
Paloma Partners Management Co1,183$55.6K
Vestor Capital, LLC1,028$48.0K
Horizon Bancorp Inc900$42.0K
Bramshill Investments, LLC810$38.7K
Moisand Fitzgerald Tamayo, LLC646$30.4K
Planned Solutions, Inc.333$15.7K
Team Financial Group, LLC307$14.4K
Ruedi Wealth Management, Inc.302$14.2K
JNBA Financial Advisors300$14.1K
Tradition Wealth Management, LLC305$14.0K
Long Island Wealth Management, Inc.246$12.0K
First Pacific Financial233$11.0K
Chelsea Counsel Co213$10.0K

Not filed for Q1 2024 yet (15)

Institutions that held Dominion Energy, Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding D in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC134,087$6.30M
Sawtooth Solutions, LLC26,809$1.26M
Lee Danner & Bass Inc25,462$1.20M
Platform Technology Partners13,569$613.6K
Alan B. Lancz & Associates, Inc.9,611$451.7K
Bartlett & Co. LLC6,106$287.0K
Alterity Financial Group, LLC5,166$242.8K
Luts & Greenleigh Group, Inc4,850$227.9K
Nalls Sherbakoff Group, LLC3,875$182.1K
Neo Ivy Capital Management1,706$80.0K
Hobbs Group Advisors, LLC1,583$74.4K
Coppell Advisory Solutions LLC1,526$71.7K
Strategic Investment Solutions, Inc.1,095$51.5K
Baystate Wealth Management LLC676$31.8K
Live Oak Investment Partners–$26.2K