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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,786 | $87.8K | 0.02% | +24+1.4% | Added |
| Evermay Wealth Management LLC | 1,802 | $88.6K | 0.01% | +130+7.8% | Added |
| Deseret Mutual Benefit Administrators | 1,850 | $91.0K | 0.05% | +192+11.6% | Added |
| Crewe Advisors LLC | 1,884 | $92.7K | 0.01% | +1,884 | New |
| New Covenant Trust Company, N.A. | 1,977 | $97.2K | 0.10% | +1,977 | New |
| Institutional & Family Asset Management, LLC | 2,000 | $98.4K | 0.02% | +100+5.3% | Added |
| Alta Advisers Ltd | 2,000 | $98.4K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,000 | $98.4K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,007 | $98.7K | 0.04% | +856+74.4% | Added |
| Pinnacle Bancorp, Inc. | 2,016 | $99.2K | 0.03% | +11+0.5% | Added |
| Macroview Investment Management LLC | 2,051 | $100.9K | 0.11% | −173−7.8% | Reduced |
| Sachetta, LLC | 2,179 | $102.4K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,094 | $103.0K | 0.04% | −617−22.8% | Reduced |
| Allianz SE | 2,100 | $103.3K | 0.00% | +2,100 | New |
| Versant Capital Management, Inc | 2,215 | $109.0K | 0.03% | −597−21.2% | Reduced |
| First Foundation Advisors | 2,218 | $109.1K | 0.00% | −79−3.4% | Reduced |
| Glen Eagle Advisors, LLC | 2,253 | $110.8K | 0.02% | −327−12.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,263 | $111.3K | 0.02% | +14+0.6% | Added |
| Burkett Financial Services, LLC | 2,297 | $113.0K | 0.06% | +31+1.4% | Added |
| Valley National Advisers Inc | 2,306 | $113.0K | 0.02% | −547−19.2% | Reduced |
| Parkside Financial Bank & Trust | 2,303 | $113.3K | 0.02% | −152−6.2% | Reduced |
| Smartleaf Asset Management LLC | 2,369 | $114.9K | 0.02% | +1,800+316.3% | Added |
| Hall Laurie J Trustee | 2,425 | $119.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,435 | $119.8K | 0.02% | +400+19.7% | Added |
| Centerpoint Advisors, LLC | 2,430 | $120.0K | 0.04% | +2,430 | New |
| S.A. Mason LLC | 2,498 | $122.9K | 0.07% | +100+4.2% | Added |
| Sittner & Nelson, LLC | 2,548 | $125.3K | 0.06% | 00.0% | Unchanged |
| Motco | 2,599 | $127.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 2,606 | $128.2K | 0.07% | −1,160−30.8% | Reduced |
| Truvestments Capital LLC | 2,620 | $128.9K | 0.05% | −1,002−27.7% | Reduced |
| Dakota Community Bank & Trust NA | 2,719 | $133.7K | 0.72% | +98+3.7% | Added |
| CVA Family Office, LLC | 2,722 | $133.9K | 0.02% | +1,190+77.7% | Added |
| Hilltop National Bank | 2,741 | $134.8K | 0.05% | +2,741 | New |
| Dynamic Wealth Strategies, LLC | 2,771 | $136.0K | 0.12% | +154+5.9% | Added |
| Brown, Lisle/Cummings, Inc. | 2,776 | $136.6K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,782 | $136.8K | 0.04% | +196+7.6% | Added |
| Operose Advisors LLC | 2,810 | $138.2K | 0.05% | +2,385+561.2% | Added |
| Sound Income Strategies, LLC | 2,997 | $147.4K | 0.01% | −224−7.0% | Reduced |
| Pittenger & Anderson Inc | 3,000 | $147.6K | 0.01% | −150−4.8% | Reduced |
| Mechanics Financial Corp | 3,000 | $147.6K | 0.08% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,182 | $156.5K | 0.06% | +2,970+1,400.9% | Added |
| Hanson & Doremus Investment Management | 3,229 | $159.0K | 0.03% | −1,159−26.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $159.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,388 | $166.7K | 0.02% | −239−6.6% | Reduced |
| Ransom Advisory, Ltd | 3,400 | $167.2K | 0.09% | +3,400 | New |
| Gen-Wealth Partners Inc | 3,534 | $173.8K | 0.09% | +3,534 | New |
| Richardson Financial Services Inc. | 3,666 | $180.3K | 0.13% | +271+8.0% | Added |
| Carolinas Wealth Consulting LLC | 3,685 | $181.2K | 0.04% | −47,511−92.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,713 | $182.6K | 0.17% | +1,273+52.2% | Added |
| Sofos Investments, Inc. | 3,803 | $183.0K | 0.02% | +1,930+103.0% | Added |
| Tompkins Financial Corp | 3,720 | $183.0K | 0.02% | +100+2.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $185.1K | 0.12% | −759−16.8% | Reduced |
| Mather Group, LLC. | 3,956 | $185.9K | 0.00% | +3,956 | New |
| Independence Bank of Kentucky | 3,940 | $193.8K | 0.06% | +1,025+35.2% | Added |
| AdvisorNet Financial, Inc | 3,992 | $196.4K | 0.02% | +819+25.8% | Added |
| Evolution Advisers, Inc. | 4,010 | $198.0K | 0.12% | −631−13.6% | Reduced |
| Front Row Advisors LLC | 4,035 | $198.5K | 0.07% | +469+13.2% | Added |
| Ballast, Inc. | 4,084 | $200.9K | 0.06% | +4,084 | New |
| Novak & Powell Financial Services, Inc. | 4,120 | $202.7K | 0.15% | +4,120 | New |
| Jaffetilchin Investment Partners, LLC | 4,144 | $203.9K | 0.02% | −1,228−22.9% | Reduced |
| Fisher Asset Management, LLC | 4,152 | $204.2K | 0.00% | +4,152 | New |
| CAPROCK Group, Inc. | 4,154 | $204.3K | 0.01% | +4,154 | New |
| Chapin Davis, Inc. | 4,167 | $205.0K | 0.07% | +4,167 | New |
| Nadler Financial Group, Inc. | 4,167 | $205.0K | 0.03% | +4,167 | New |
| Provenance Wealth Advisors, LLC | 4,176 | $205.4K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,186 | $205.9K | 0.03% | −11,900−74.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,198 | $206.5K | 0.13% | +4,198 | New |
| MTM Investment Management, LLC | 4,200 | $206.6K | 0.09% | +4,200 | New |
| Eudaimonia Partners, LLC | 4,215 | $207.4K | 0.05% | −179−4.1% | Reduced |
| Waldron Private Wealth LLC | 4,220 | $207.6K | 0.01% | −763−15.3% | Reduced |
| Welch & Forbes LLC | 4,223 | $207.7K | 0.00% | −50−1.2% | Reduced |
| Aveo Capital Partners, LLC | 4,044 | $207.9K | 0.02% | +4,044 | New |
| Old North State Wealth Management, LLC | 4,251 | $209.3K | 0.14% | +4,251 | New |
| Checchi Capital Advisers, LLC | 4,264 | $209.7K | 0.02% | +4,264 | New |
| Delta Asset Management LLC | 4,265 | $209.8K | 0.02% | −3,170−42.6% | Reduced |
| Boston Family Office LLC | 4,275 | $210.0K | 0.02% | −41−0.9% | Reduced |
| Hunter Associates Investment Management LLC | 4,315 | $210.0K | 0.04% | +7+0.2% | Added |
| Gsa Capital Partners LLP | 4,291 | $211.0K | 0.02% | +4,291 | New |
| CX Institutional | 4,293 | $211.2K | 0.01% | +380+9.7% | Added |
| StoneX Group Inc. | 4,295 | $211.3K | 0.02% | +4,295 | New |
| Newman Dignan & Sheerar, Inc. | 4,300 | $211.5K | 0.06% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 4,315 | $212.3K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,323 | $212.6K | 0.02% | −37−0.8% | Reduced |
| LCNB Corp | 4,326 | $212.8K | 0.08% | +4,326 | New |
| First City Capital Management, Inc. | 4,386 | $215.7K | 0.12% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,389 | $215.9K | 0.12% | −41−0.9% | Reduced |
| Regal Investment Advisors LLC | 4,395 | $216.2K | 0.01% | +14+0.3% | Added |
| Meridian Financial, LLC | 4,405 | $216.7K | 0.16% | −169−3.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,411 | $217.0K | 0.08% | −300−6.4% | Reduced |
| Citizens Financial Group Inc | 4,425 | $217.7K | 0.01% | +4,425 | New |
| Klingenstein Fields & Co LP | 4,428 | $217.8K | 0.01% | −1,000−18.4% | Reduced |
| Capital Analysts, LLC | 4,438 | $218.0K | 0.01% | −20−0.4% | Reduced |
| Register Financial Advisors LLC | 4,435 | $218.1K | 0.11% | +4,435 | New |
| Epoch Investment Partners, Inc. | 4,445 | $218.7K | 0.00% | −320−6.7% | Reduced |
| CM Wealth Advisors LLC | 4,199 | $218.9K | 0.06% | +4,199 | New |
| Athena Investment Management | 4,475 | $220.1K | 0.13% | +4,475 | New |
| Clearbridge Investments, LLC | 4,475 | $220.1K | 0.00% | −141−3.1% | Reduced |
| Farther Finance Advisors, LLC | 4,489 | $220.7K | 0.01% | +365+8.9% | Added |
| Horizon Kinetics Asset Management LLC | 4,501 | $221.4K | 0.00% | +4,501 | New |
| KC Investment Advisors, LLC | 4,503 | $221.5K | 0.11% | −740−14.1% | Reduced |