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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 320 | $15.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 324 | $15.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 330 | $16.0K | 0.00% | −91−21.6% | Reduced |
| West Financial Advisors, LLC | 326 | $16.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 339 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 342 | $16.8K | 0.00% | +34+11.0% | Added |
| Sit Investment Associates Inc | 349 | $17.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 362 | $17.8K | 0.01% | −3−0.8% | Reduced |
| DecisionPoint Financial, LLC | 355 | $17.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 373 | $18.3K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 383 | $18.8K | 0.01% | −66−14.7% | Reduced |
| Tucker Asset Management LLC | 384 | $18.9K | 0.00% | −56−12.7% | Reduced |
| Creative Financial Designs Inc | 390 | $19.2K | 0.00% | −7−1.8% | Reduced |
| Monetary Management Group Inc | 400 | $19.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $21.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 465 | $22.9K | 0.01% | −148−24.1% | Reduced |
| Riverview Trust Co | 484 | $23.8K | 0.02% | +484 | New |
| DAGCO, Inc. | 488 | $24.0K | 0.01% | −2,129−81.4% | Reduced |
| Annapolis Financial Services, LLC | 489 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 506 | $24.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 510 | $25.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 520 | $25.6K | 0.00% | −157−23.2% | Reduced |
| Atlantic Trust, LLC | 538 | $26.5K | 0.01% | −145−21.2% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $27.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 558 | $27.4K | 0.05% | −1,318−70.3% | Reduced |
| Optimum Investment Advisors | 563 | $27.7K | 0.01% | −148−20.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 577 | $28.4K | 0.01% | +18+3.2% | Added |
| Criterion Capital Advisors, LLC | 579 | $28.5K | 0.02% | −29−4.8% | Reduced |
| Old Second National Bank of Aurora | 587 | $28.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $29.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $29.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 610 | $30.0K | 0.02% | +610 | New |
| Field & Main Bank | 611 | $30.0K | 0.01% | +103+20.3% | Added |
| LRI Investments, LLC | 612 | $30.1K | 0.01% | +612 | New |
| FSA Wealth Management LLC | 629 | $30.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 639 | $31.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 645 | $31.7K | 0.00% | +201+45.3% | Added |
| Trust Co | 650 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 652 | $32.1K | 0.01% | +9+1.4% | Added |
| Capital Advisors, Ltd. LLC | 662 | $33.0K | 0.00% | −259−28.1% | Reduced |
| MCF Advisors LLC | 677 | $33.3K | 0.00% | +7+1.0% | Added |
| FSC Wealth Advisors, LLC | 682 | $33.5K | 0.02% | −2−0.3% | Reduced |
| Viking Fund Management LLC | 700 | $34.4K | 0.01% | +200+40.0% | Added |
| JJJ Advisors Inc. | 734 | $36.1K | 0.01% | −74−9.2% | Reduced |
| Millburn Ridgefield Corp | 747 | $36.7K | 0.00% | +54+7.8% | Added |
| Catalyst Capital Advisors LLC | 747 | $36.7K | 0.00% | +54+7.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 753 | $37.1K | 0.01% | +10+1.3% | Added |
| Aspire Private Capital, LLC | 775 | $38.1K | 0.01% | −4−0.5% | Reduced |
| CoreFirst Bank & Trust | 776 | $38.2K | 0.02% | −600−43.6% | Reduced |
| Rakuten Securities, Inc. | 792 | $39.0K | 0.02% | +640+421.1% | Added |
| GW&K Investment Management, LLC | 786 | $39.0K | 0.00% | +469+147.9% | Added |
| Albion Financial Group | 800 | $39.4K | 0.00% | +600+300.0% | Added |
| Missouri Trust & Investment Co | 825 | $40.6K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $41.0K | 0.02% | +819 | New |
| Canton Hathaway, LLC | 900 | $44.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 790 | $44.2K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $44.3K | 0.01% | −546−37.8% | Reduced |
| Gleason Group, Inc. | 903 | $44.4K | 0.01% | +12+1.3% | Added |
| Western Pacific Wealth Management, LP | 932 | $45.8K | 0.03% | +932 | New |
| Beacon Capital Management, LLC | 945 | $46.5K | 0.01% | +909+2,525.0% | Added |
| Oakworth Capital, Inc. | 950 | $46.7K | 0.00% | −425−30.9% | Reduced |
| City State Bank | 964 | $47.0K | 0.02% | +28+3.0% | Added |
| ICA Group Wealth Management, LLC | 996 | $49.0K | 0.01% | +101+11.3% | Added |
| Atwood & Palmer Inc | 1,000 | $49.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $49.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,016 | $50.0K | 0.01% | +341+50.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,019 | $50.1K | 0.00% | +469+85.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,020 | $50.2K | 0.02% | +400+64.5% | Added |
| Bruce G. Allen Investments, LLC | 1,039 | $51.1K | 0.04% | −8−0.8% | Reduced |
| Silvant Capital Management LLC | 1,071 | $52.7K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,023 | $54.3K | 0.02% | −582−36.3% | Reduced |
| Private Wealth Management Group, LLC | 1,127 | $55.4K | 0.03% | +18+1.6% | Added |
| Exchange Traded Concepts, LLC | 1,151 | $56.6K | 0.00% | −8−0.7% | Reduced |
| Financial Management Professionals, Inc. | 1,165 | $57.0K | 0.01% | +70+6.4% | Added |
| Gradient Investments LLC | 1,178 | $57.9K | 0.00% | −1,201−50.5% | Reduced |
| Addison Advisors LLC | 1,189 | $58.5K | 0.02% | −25−2.1% | Reduced |
| CKW Financial Group | 1,200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,300 | $63.9K | 0.04% | −300−18.8% | Reduced |
| Bray Capital Advisors | 1,349 | $66.3K | 0.02% | +2+0.1% | Added |
| West Oak Capital, LLC | 1,800 | $67.0K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,364 | $67.1K | 0.05% | +1,364 | New |
| GPS Wealth Strategies Group, LLC | 1,389 | $68.3K | 0.01% | −300−17.8% | Reduced |
| FWL Investment Management, LLC | 1,390 | $68.4K | 0.04% | −2,745−66.4% | Reduced |
| Aspect Partners, LLC | 1,419 | $69.8K | 0.06% | −378−21.0% | Reduced |
| Logan Capital Management Inc | 1,448 | $71.2K | 0.00% | −200−12.1% | Reduced |
| First Manhattan Co | 1,451 | $71.4K | 0.00% | −478−24.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,483 | $72.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $74.6K | 0.07% | −50−3.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,525 | $75.0K | 0.04% | −500−24.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,573 | $77.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,604 | $78.9K | 0.03% | −10−0.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $79.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,650 | $81.0K | 0.05% | +1,019+161.5% | Added |
| SOA Wealth Advisors, LLC. | 1,698 | $83.5K | 0.02% | +11+0.7% | Added |
| Laurel Wealth Advisors LLC | 1,715 | $84.4K | 0.01% | +28+1.7% | Added |
| Webster Bank, N. A. | 1,729 | $85.0K | 0.01% | −200−10.4% | Reduced |
| Union Savings Bank | 1,770 | $87.0K | 0.05% | −300−14.5% | Reduced |