Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Dominion Energy, Inc as of Mar 31, 2024. 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
1,226
+2 vs. Q4 2023
Shares held
634.6M
+23.5M (+3.8%) vs. Q4 2023
Total value
$31.2B
+$2.50B (+8.7%) vs. Q4 2023
New holders
118
478 more added
Sold out
116
477 more reduced

15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,226 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2024: $31.2B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2023.

Institutions holding D in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
Impact Partnership Wealth, LLC1$310.00%−310−99.7%Reduced
Valued Wealth Advisors LLC2$990.00%−1−33.3%Reduced
Mma Asset Management LLC8$4150.00%+8New
ClariVest Asset Management LLC11$5340.00%+11New
WestEnd Advisors, LLC13$6390.00%+1+8.3%Added
True Wealth Design, LLC13$6400.00%−995−98.7%Reduced
Iron Horse Wealth Management, LLC15$7380.00%+15New
NVWM, LLC16$7870.00%+16New
Chilton Capital Management LLC19$9350.00%00.0%Unchanged
SJS Investment Consulting Inc.19$9350.00%+1+5.6%Added
Transamerica Financial Advisors, Inc.9$1.00K0.00%−1−10.0%Reduced
Coston, McIsaac & Partners35$1.00K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC22$1.08K0.00%+22New
Financial Synergies Wealth Advisors, Inc.25$1.23K0.00%+25New
Quest Partners LLC27$1.33K0.00%+27New
Atlas Capital Advisors LLC28$1.38K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$1.43K0.00%00.0%Unchanged
Tidemark, LLC33$1.62K0.00%+33New
PrairieView Partners, LLC24$2.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.16K0.00%00.0%Unchanged
Planning Capital Management Corp44$2.17K0.00%−465−91.4%Reduced
Beaird Harris Wealth Management, LLC50$2.46K0.00%00.0%Unchanged
Scarborough Advisors, LLC50$2.46K0.00%+50New
WealthCollab, LLC54$2.66K0.00%00.0%Unchanged
Princeton Global Asset Management LLC55$2.72K0.00%00.0%Unchanged
Bellevue Asset Management, LLC58$2.84K0.00%+2+3.6%Added
PSI Advisors, LLC60$2.95K0.00%−13−17.8%Reduced
Penserra Capital Management LLC69$3.00K0.00%−3,804−98.2%Reduced
Ritter Daniher Financial Advisory LLC62$3.05K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC62$3.05K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co66$3.10K0.00%00.0%Unchanged
Dunhill Financial, LLC65$3.18K0.00%+10+18.2%Added
Raffa Wealth Management, LLC67$3.30K0.00%00.0%Unchanged
Larson Financial Group LLC73$3.59K0.00%−1,199−94.3%Reduced
Pacifica Partners Inc.75$3.62K0.00%00.0%Unchanged
Cedar Wealth Management, LLC74$3.64K0.00%+74New
Legend Financial Advisors, Inc.76$3.74K0.00%+50+192.3%Added
Signature Resources Capital Management, LLC86$4.04K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC84$4.13K0.00%00.0%Unchanged
Pingora Partners LLC85$4.18K0.00%+85New
Clarity Asset Management, Inc.85$4.19K0.00%+1+1.2%Added
Kozak & Associates, Inc.86$4.60K0.00%−66−43.4%Reduced
Pacific Capital Wealth Advisors, Inc97$4.77K0.00%+97New
Rogco, LP99$4.87K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$4.92K0.00%00.0%Unchanged
Eagle Bay Advisors LLC107$5.26K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$5.36K0.00%00.0%Unchanged
Fortitude Family Office, LLC111$5.46K0.00%00.0%Unchanged
Private Ocean, LLC116$5.71K0.00%+116New
Clear Point Advisors Inc.119$5.85K0.00%00.0%Unchanged
AlphaMark Advisors, LLC125$6.00K0.00%00.0%Unchanged
MB, Levis & Associates, LLC132$6.48K0.00%+2+1.5%Added
DiNuzzo Private Wealth, Inc.133$6.54K0.00%−1−0.7%Reduced
Archer Investment Corp136$6.69K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.140$6.80K0.00%00.0%Unchanged
Newton One Investments LLC139$6.86K0.00%+2+1.5%Added
Accordant Advisory Group Inc141$6.94K0.01%+141New
Core Alternative Capital149$7.33K0.00%−284−65.6%Reduced
Morton Brown Family Wealth, LLC149$7.33K0.00%+77+106.9%Added
Barrett & Company, Inc.150$7.38K0.00%+150New
Cape Investment Advisory, Inc.150$7.38K0.00%−63−29.6%Reduced
Nemes Rush Group LLC154$7.58K0.00%00.0%Unchanged
Security National Bank159$7.82K0.00%00.0%Unchanged
Baldwin Brothers Inc166$8.17K0.00%−66−28.4%Reduced
Ramirez Asset Management, Inc.166$8.17K0.00%00.0%Unchanged
Avion Wealth178$9.00K0.00%+42+30.9%Added
Solstein Capital, LLC185$9.10K0.01%00.0%Unchanged
Cornerstone Planning Group LLC178$9.15K0.00%−10−5.3%Reduced
Cetera Trust Company, N.A200$9.84K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec200$9.84K0.00%00.0%Unchanged
GoalVest Advisory LLC200$9.84K0.00%+18+9.9%Added
Bollard Group LLC198$10.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$10.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC200$10.0K0.01%00.0%Unchanged
Perritt Capital Management Inc207$10.2K0.01%+3+1.5%Added
Winch Advisory Services, LLC210$10.3K0.00%+2+1.0%Added
Westside Investment Management, Inc.210$10.3K0.00%00.0%Unchanged
West Paces Advisors Inc.213$10.5K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC216$10.6K0.00%+53+32.5%Added
WR Wealth Planners, LLC217$10.7K0.00%+217New
McIlrath & Eck, LLC230$11.3K0.00%00.0%Unchanged
Kelly Financial Services LLC233$11.5K0.00%+3+1.3%Added
Providence Capital Advisors, LLC242$11.9K0.00%+242New
Vermillion & White Wealth Management Group, LLC243$12.0K0.01%00.0%Unchanged
Legacy Bridge, LLC245$12.1K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC250$12.3K0.00%+250New
Pineridge Advisors LLC251$12.3K0.00%00.0%Unchanged
Johnson Financial Group, Inc.255$12.5K0.00%−22−7.9%Reduced
Highlander Capital Management, LLC267$13.1K0.00%00.0%Unchanged
Abound Wealth Management272$13.4K0.01%−9−3.2%Reduced
Miller Wealth Advisors, LLC280$13.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC284$14.0K0.00%+100+54.3%Added
Farmers & Merchants Trust Co of Chambersburg PA294$14.0K0.01%−2,000−87.2%Reduced
Quarry LP290$14.3K0.01%+51+21.3%Added
Bare Financial Services, Inc282$14.4K0.01%00.0%Unchanged
Thompson Investment Management, Inc.296$14.6K0.00%+37+14.3%Added
SRS Capital Advisors, Inc.297$14.6K0.00%−170−36.4%Reduced
ESL Trust Services, LLC300$14.8K0.00%+300New
Plante Moran Financial Advisors, LLC318$15.6K0.00%00.0%Unchanged