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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Argent Trust Co | 40,822 | $2.01M | 0.09% | +2,888+7.6% | Added |
| Avantax Advisory Services, Inc. | 41,139 | $2.02M | 0.02% | −12,438−23.2% | Reduced |
| GWM Advisors LLC | 41,208 | $2.03M | 0.02% | −32,880−44.4% | Reduced |
| Morton Community Bank | 42,003 | $2.07M | 0.59% | +2,560+6.5% | Added |
| New Mexico Educational Retirement Board | 42,173 | $2.07M | 0.07% | −1,300−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.10M | 0.05% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 43,358 | $2.11M | 0.39% | +5,452+14.4% | Added |
| Pettyjohn, Wood & White, Inc | 43,104 | $2.12M | 0.42% | −6,661−13.4% | Reduced |
| Atria Wealth Solutions, Inc. | 43,739 | $2.15M | 0.02% | +5,491+14.4% | Added |
| Alpha Omega Wealth Management LLC | 43,923 | $2.16M | 0.40% | +1,865+4.4% | Added |
| Redwood Investment Management, LLC | 44,132 | $2.17M | 0.21% | −1,533−3.4% | Reduced |
| National Asset Management, Inc. | 49,085 | $2.19M | 0.06% | +16,336+49.9% | Added |
| Raymond James Trust N.A. | 44,580 | $2.19M | 0.05% | +7,411+19.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,627 | $2.19M | 0.22% | −735−1.6% | Reduced |
| Carret Asset Management, LLC | 45,456 | $2.24M | 0.26% | −1,999−4.2% | Reduced |
| Sepio Capital, LP | 45,639 | $2.24M | 0.19% | +17,399+61.6% | Added |
| Graham Capital Wealth Management, LLC | 45,658 | $2.25M | 3.83% | +1,320+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 46,394 | $2.28M | 0.16% | +3,306+7.7% | Added |
| BTC Capital Management, Inc. | 46,590 | $2.29M | 0.21% | +46,590 | New |
| Lockheed Martin Investment Management Co | 43,200 | $2.31M | 0.17% | −6,400−12.9% | Reduced |
| Hartford Financial Management Inc. | 46,983 | $2.31M | 0.49% | +848+1.8% | Added |
| Louisiana State Employees Retirement System | 48,700 | $2.40M | 0.05% | −1,900−3.8% | Reduced |
| Cornerstone Advisors, LLC | 48,900 | $2.41M | 0.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 49,286 | $2.42M | 0.07% | −3,651−6.9% | Reduced |
| Metis Global Partners, LLC | 49,489 | $2.43M | 0.09% | +829+1.7% | Added |
| Baird Financial Group, Inc. | 49,490 | $2.43M | 0.01% | −9,004−15.4% | Reduced |
| Credit Agricole S A | 50,833 | $2.47M | 0.04% | +27,157+114.7% | Added |
| Oppenheimer & Co Inc | 51,431 | $2.53M | 0.04% | −1,128−2.1% | Reduced |
| Bill Few Associates, Inc. | 51,496 | $2.53M | 1.03% | +4,184+8.8% | Added |
| Bradley Foster & Sargent Inc | 51,506 | $2.53M | 0.05% | −927−1.8% | Reduced |
| First Bank & Trust | 51,513 | $2.53M | 0.52% | +11,686+29.3% | Added |
| Advisors Management Group Inc | 52,074 | $2.56M | 0.64% | −243−0.5% | Reduced |
| Thrivent Financial for Lutherans | 52,855 | $2.60M | 0.01% | −3,953−7.0% | Reduced |
| Richard Bernstein Advisors LLC | 53,011 | $2.61M | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 53,056 | $2.61M | 0.33% | +12,594+31.1% | Added |
| Hartford Investment Management Co | 54,028 | $2.66M | 0.09% | −2,279−4.0% | Reduced |
| Prospera Financial Services Inc | 55,182 | $2.71M | 0.08% | −3,141−5.4% | Reduced |
| Dakota Wealth Management | 55,353 | $2.72M | 0.07% | +16,137+41.1% | Added |
| Capital Investment Advisory Services, LLC | 55,613 | $2.74M | 0.29% | −1,459−2.6% | Reduced |
| Everett Harris & Co | 55,669 | $2.74M | 0.04% | +10,690+23.8% | Added |
| Redmond Asset Management, LLC | 55,831 | $2.75M | 0.87% | +15,807+39.5% | Added |
| O'Shaughnessy Asset Management, LLC | 56,319 | $2.77M | 0.03% | +24,862+79.0% | Added |
| Pacer Advisors, Inc. | 56,700 | $2.79M | 0.01% | +1,517+2.7% | Added |
| TD Private Client Wealth LLC | 56,704 | $2.79M | 0.09% | −8,711−13.3% | Reduced |
| Gotham Asset Management, LLC | 56,840 | $2.80M | 0.04% | −99,778−63.7% | Reduced |
| Vestcor Inc | 57,039 | $2.81M | 0.10% | −7,243−11.3% | Reduced |
| Colonial River Wealth Management, LLC | 57,488 | $2.83M | 1.60% | +10,947+23.5% | Added |
| Quadrature Capital Ltd | 57,931 | $2.85M | 0.05% | +57,931 | New |
| Mercer Global Advisors Inc | 58,653 | $2.88M | 0.01% | +17,369+42.1% | Added |
| Silvercrest Asset Management Group LLC | 59,050 | $2.90M | 0.02% | −3,758−6.0% | Reduced |
| Stablepoint Partners, LLC | 60,026 | $2.95M | 0.60% | +4,373+7.9% | Added |
| Westpac Banking Corp | 60,612 | $2.98M | 0.23% | +9,119+17.7% | Added |
| AMG National Trust Bank | 61,777 | $3.04M | 0.09% | +17,021+38.0% | Added |
| Sagefield Capital LP | 61,932 | $3.05M | 0.37% | +25,592+70.4% | Added |
| WSFS Capital Management, LLC | 62,094 | $3.05M | 0.17% | +3,894+6.7% | Added |
| Maryland State Retirement & Pension System | 65,060 | $3.09M | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 63,025 | $3.10M | 0.02% | +14,676+30.4% | Added |
| Independent Advisor Alliance | 63,435 | $3.12M | 0.11% | +931+1.5% | Added |
| KBC Group NV | 63,518 | $3.12M | 0.01% | +8,241+14.9% | Added |
| Kentucky Retirement Systems | 63,549 | $3.13M | 0.09% | −3,404−5.1% | Reduced |
| Quantinno Capital Management LP | 64,101 | $3.15M | 0.07% | +36,517+132.4% | Added |
| Carson Advisory Inc. | 64,162 | $3.16M | 2.22% | +5,674+9.7% | Added |
| XML Financial, LLC | 64,163 | $3.16M | 0.32% | −10,488−14.0% | Reduced |
| Trust Co of Virginia | 64,760 | $3.19M | 0.31% | −6,856−9.6% | Reduced |
| Simplex Trading, LLC | 66,105 | $3.25M | 0.09% | +66,105 | New |
| Rbo & Co LLC | 66,785 | $3.29M | 0.55% | −18,181−21.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 67,920 | $3.34M | 0.03% | −3,585−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 69,324 | $3.41M | 0.09% | +386+0.6% | Added |
| Manhattan West Asset Management, LLC | 71,010 | $3.49M | 0.84% | +8,175+13.0% | Added |
| CIBC World Markets Inc. | 71,227 | $3.50M | 0.01% | +71,227 | New |
| Oregon Public Employees Retirement Fund | 71,512 | $3.52M | 0.07% | −32,557−31.3% | Reduced |
| Robinson Value Management, Ltd. | 71,586 | $3.52M | 2.36% | −19,339−21.3% | Reduced |
| Jump Financial, LLC | 71,796 | $3.53M | 0.10% | +66,147+1,171.0% | Added |
| Peapack Gladstone Financial Corp | 72,303 | $3.56M | 0.06% | −1,709−2.3% | Reduced |
| Bridge Creek Capital Management LLC | 73,275 | $3.60M | 1.15% | +4,292+6.2% | Added |
| Northwestern Mutual Wealth Management Co | 74,096 | $3.64M | 0.00% | −9,246−11.1% | Reduced |
| Old Point Trust & Financial Services N A | 74,595 | $3.67M | 1.33% | −1,784−2.3% | Reduced |
| Capital Investment Advisors, LLC | 75,560 | $3.72M | 0.09% | −3,865−4.9% | Reduced |
| Synovus Financial Corp | 75,727 | $3.73M | 0.05% | −1,789−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 76,460 | $3.76M | 0.09% | +3,404+4.7% | Added |
| Hoylecohen, LLC | 76,544 | $3.77M | 0.29% | −4,140−5.1% | Reduced |
| Salomon & Ludwin, LLC | 78,796 | $3.83M | 0.33% | −5,817−6.9% | Reduced |
| Geneos Wealth Management Inc. | 78,889 | $3.88M | 0.18% | +4,136+5.5% | Added |
| JustInvest LLC | 79,116 | $3.89M | 0.08% | +5,722+7.8% | Added |
| Strategic Advisors LLC | 81,355 | $4.00M | 0.79% | +100.0% | Added |
| Daiwa Securities Group Inc. | 82,809 | $4.07M | 0.02% | +8,571+11.5% | Added |
| Bragg Financial Advisors, Inc | 83,064 | $4.09M | 0.18% | −11,723−12.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,518 | $4.11M | 0.02% | −79,877−48.9% | Reduced |
| CIBC World Markets Corp | 83,930 | $4.13M | 0.03% | −24,258−22.4% | Reduced |
| Fifth Third Bancorp | 86,623 | $4.26M | 0.02% | +2,694+3.2% | Added |
| State of Alaska, Department of Revenue | 90,781 | $4.46M | 0.05% | +435+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 90,810 | $4.47M | 0.73% | +15,200+20.1% | Added |
| AXA S.A. | 92,884 | $4.57M | 0.01% | −50,848−35.4% | Reduced |
| Schroder Investment Management Group | 93,164 | $4.58M | 0.01% | −1,744−1.8% | Reduced |
| Regions Financial Corp | 93,643 | $4.61M | 0.03% | −19,969−17.6% | Reduced |
| Private Advisor Group, LLC | 94,583 | $4.65M | 0.03% | −4,410−4.5% | Reduced |
| Holocene Advisors, LP | 96,212 | $4.73M | 0.02% | −50,903−34.6% | Reduced |
| Rafferty Asset Management, LLC | 96,295 | $4.74M | 0.02% | +2,935+3.1% | Added |
| Nissay Asset Management Corp | 96,755 | $4.76M | 0.03% | −918−0.9% | Reduced |
| Harvest Portfolios Group Inc. | 96,784 | $4.76M | 0.19% | +5,510+6.0% | Added |