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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.

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
GeoWealth Management, LLC0$00.00%−3,808−100.0%Sold out
American State Bank (Iowa)0$00.00%−2,597−100.0%Sold out
Glassman Wealth Services0$00.00%−2,294−100.0%Sold out
NSI Retail Advisors, LLC0$00.00%−2,211−100.0%Sold out
New Millennium Group LLC0$00.00%−2,127−100.0%Sold out
EdgeRock Capital LLC0$00.00%−1,779−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−1,715−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,533−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−1,450−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−1,376−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−1,349−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,302−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−1,294−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−1,275−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,183−100.0%Sold out
Vestor Capital, LLC0$00.00%−1,028−100.0%Sold out
Horizon Bancorp Inc0$00.00%−900−100.0%Sold out
Bramshill Investments, LLC0$00.00%−810−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−646−100.0%Sold out
Planned Solutions, Inc.0$00.00%−333−100.0%Sold out
Team Financial Group, LLC0$00.00%−307−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−302−100.0%Sold out
JNBA Financial Advisors0$00.00%−300−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−305−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−246−100.0%Sold out
First Pacific Financial0$00.00%−233−100.0%Sold out
Chelsea Counsel Co0$00.00%−213−100.0%Sold out
LM Advisors LLC0$00.00%−200−100.0%Sold out
First PREMIER Bank0$00.00%−200−100.0%Sold out
Arcadia Investment Advisors LLC0$00.00%−190−100.0%Sold out
Maryland Capital Advisors Inc.0$00.00%−100−100.0%Sold out
Laffer Tengler Investments0$00.00%−92−100.0%Sold out
Clear Street Markets LLC0$00.00%−88−100.0%Sold out
United Community Bank0$00.00%−76−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−58−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−62−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−44−100.0%Sold out
Eukles Asset Management0$00.00%−40−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−12−100.0%Sold out
TFC Financial Management0$00.00%−11−100.0%Sold out
American National Bank0$00.00%−8−100.0%Sold out
Silicon Valley Capital Partners0$00.00%0Sold out
Putnam Investments LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
Platform Technology Partners––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Bartlett & Co. LLC––––Not filed
Alterity Financial Group, LLC––––Not filed
Luts & Greenleigh Group, Inc––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Baystate Wealth Management LLC––––Not filed
Live Oak Investment Partners––––Not filed