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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,511 | $221.9K | 0.00% | +4,511 | New |
| Renasant Bank | 4,587 | $225.6K | 0.16% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,594 | $226.0K | 0.01% | +4,594 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $226.0K | 0.00% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,604 | $226.5K | 0.06% | +4,604 | New |
| Institute for Wealth Management, LLC. | 4,635 | $228.0K | 0.03% | +4,635 | New |
| Spinnaker Trust | 4,657 | $229.1K | 0.01% | +121+2.7% | Added |
| MidAtlantic Capital Management, Inc. | 4,659 | $229.2K | 0.20% | −1,441−23.6% | Reduced |
| Ossiam | 4,673 | $229.9K | 0.00% | +3,776+421.0% | Added |
| Shell Asset Management Co | 4,703 | $230.0K | 0.01% | −2,843−37.7% | Reduced |
| Congress Wealth Management LLC | 4,699 | $231.2K | 0.00% | −3,744−44.3% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,729 | $232.6K | 0.09% | −308−6.1% | Reduced |
| Herold Advisors, Inc. | 4,735 | $232.9K | 0.06% | +4,735 | New |
| Prosperity Consulting Group, LLC | 4,747 | $233.5K | 0.03% | −386−7.5% | Reduced |
| RiverFront Investment Group, LLC | 4,756 | $233.9K | 0.01% | −182−3.7% | Reduced |
| Walker Asset Management, LLC | 4,767 | $234.5K | 0.15% | +62+1.3% | Added |
| Evergreen Capital Management LLC | 4,774 | $234.8K | 0.01% | +4,774 | New |
| Abacus Planning Group, Inc. | 4,774 | $234.8K | 0.05% | −626−11.6% | Reduced |
| Commonwealth Financial Services, LLC | 4,998 | $234.9K | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,787 | $235.5K | 0.13% | +18+0.4% | Added |
| Wolverine Asset Management LLC | 4,799 | $236.1K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,800 | $236.1K | 0.01% | −97−2.0% | Reduced |
| Concord Wealth Partners | 4,828 | $237.5K | 0.04% | −260−5.1% | Reduced |
| Investment Partners Asset Management, Inc. | 4,840 | $238.1K | 0.22% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,847 | $238.3K | 0.16% | +4,847 | New |
| Visionary Wealth Advisors | 4,847 | $238.4K | 0.02% | −711−12.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,850 | $238.6K | 0.03% | −925−16.0% | Reduced |
| Wedmont Private Capital | 4,822 | $238.9K | 0.02% | +596+14.1% | Added |
| Resources Management Corp | 4,874 | $240.0K | 0.04% | −1,180−19.5% | Reduced |
| Symmetry Partners, LLC | 4,905 | $241.0K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,926 | $242.3K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,943 | $243.2K | 0.03% | +8+0.2% | Added |
| Vantage Consulting Group Inc | 4,950 | $243.5K | 0.15% | +22+0.4% | Added |
| North Star Investment Management Corp. | 4,959 | $243.9K | 0.02% | +122+2.5% | Added |
| Lion Street Advisors, LLC | 5,205 | $244.6K | 0.10% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 4,990 | $245.4K | 0.22% | +4,990 | New |
| Summit Trail Advisors, LLC | 4,992 | $245.6K | 0.01% | −953−16.0% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $246.2K | 0.18% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 5,027 | $247.3K | 0.02% | −200−3.8% | Reduced |
| Berger Financial Group, Inc | 5,089 | $250.3K | 0.02% | +5,089 | New |
| MEMBERS Trust Co | 5,125 | $252.1K | 0.01% | −75−1.4% | Reduced |
| Flynn Zito Capital Management, LLC | 5,126 | $252.1K | 0.13% | +686+15.5% | Added |
| Bogart Wealth, LLC | 5,131 | $252.4K | 0.01% | −1,819−26.2% | Reduced |
| Shelton Capital Management | 5,132 | $252.4K | 0.01% | −100−1.9% | Reduced |
| Colonial Trust Advisors | 5,145 | $253.1K | 0.03% | −914−15.1% | Reduced |
| RSM US Wealth Management LLC | 5,157 | $253.7K | 0.01% | +230+4.7% | Added |
| Novare Capital Management LLC | 5,177 | $254.7K | 0.02% | +5,177 | New |
| Sterling Investment Counsel, LLC | 5,208 | $256.2K | 0.12% | +125+2.5% | Added |
| Adirondack Trust Co | 5,248 | $258.1K | 0.11% | −85−1.6% | Reduced |
| Independent Financial Group, LLC | 5,279 | $259.7K | 0.01% | −1,299−19.7% | Reduced |
| New Hampshire Trust | 5,282 | $259.8K | 0.06% | −311−5.6% | Reduced |
| Continuum Advisory, LLC | 4,919 | $259.9K | 0.04% | −2,727−35.7% | Reduced |
| Philadelphia Trust Co | 5,280 | $260.0K | 0.02% | −650−11.0% | Reduced |
| MKT Advisors LLC | 5,362 | $261.6K | 0.14% | +5,362 | New |
| Dividend Assets Capital, LLC | 5,326 | $262.0K | 0.06% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 5,336 | $262.5K | 0.22% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 5,351 | $263.2K | 0.14% | +669+14.3% | Added |
| Birchcreek Wealth Management, LLC | 5,351 | $263.2K | 0.14% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,366 | $264.0K | 0.20% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,367 | $264.0K | 0.06% | +74+1.4% | Added |
| Ethic Inc. | 5,387 | $265.0K | 0.01% | +16+0.3% | Added |
| Lantern Wealth Advisors, LLC | 5,390 | $265.2K | 0.19% | +11+0.2% | Added |
| Salem Investment Counselors Inc | 5,399 | $265.6K | 0.01% | −53−1.0% | Reduced |
| SFMG, LLC | 5,405 | $265.9K | 0.02% | +5,405 | New |
| Pine Valley Investments Ltd Liability Co | 5,411 | $266.2K | 0.02% | −1,023−15.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,258 | $266.4K | 0.01% | −36−0.7% | Reduced |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,431 | $267.1K | 0.15% | +300+5.8% | Added |
| Gateway Investment Advisers LLC | 5,442 | $267.7K | 0.00% | +1,169+27.4% | Added |
| Rehmann Capital Advisory Group | 5,486 | $269.9K | 0.02% | −154−2.7% | Reduced |
| FDx Advisors, Inc. | 5,485 | $270.0K | 0.04% | −7,303−57.1% | Reduced |
| Compass Ion Advisors, LLC | 5,526 | $271.8K | 0.04% | −834−13.1% | Reduced |
| QRG Capital Management, Inc. | 5,526 | $271.8K | 0.00% | +5,526 | New |
| Hyman Charles D | 5,539 | $272.0K | 0.02% | −333−5.7% | Reduced |
| Chesapeake Wealth Management | 5,554 | $273.2K | 0.10% | −1,389−20.0% | Reduced |
| Cobblestone Asset Management LLC | 5,556 | $273.3K | 0.19% | +600+12.1% | Added |
| Fort Washington Investment Advisors Inc | 5,594 | $275.2K | 0.00% | −171−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $275.5K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 5,611 | $276.0K | 0.30% | +808+16.8% | Added |
| Evercore Wealth Management, LLC | 5,612 | $276.1K | 0.00% | −2,180−28.0% | Reduced |
| Warren Averett Asset Management, LLC | 5,617 | $276.3K | 0.01% | +5,617 | New |
| ABN AMRO Bank N.V. | 5,630 | $277.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,649 | $277.9K | 0.00% | −244−4.1% | Reduced |
| Kepos Capital LP | 5,654 | $278.0K | 0.07% | −261−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 5,661 | $278.5K | 0.01% | +704+14.2% | Added |
| Ostrum Asset Management | 5,684 | $279.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,782 | $284.4K | 0.03% | +848+17.2% | Added |
| Alpha Cubed Investments, LLC | 5,787 | $284.7K | 0.01% | +600+11.6% | Added |
| Lantz Financial LLC | 5,823 | $286.4K | 0.09% | +222+4.0% | Added |
| Busey Wealth Management | 5,835 | $287.0K | 0.01% | −96−1.6% | Reduced |
| Washington Trust Co | 5,840 | $287.3K | 0.01% | −13,091−69.2% | Reduced |
| Camden National Bank | 5,854 | $288.0K | 0.05% | +23+0.4% | Added |
| Cedrus LLC | 5,918 | $291.1K | 0.16% | −1,128−16.0% | Reduced |
| Morningstar Investment Services LLC | 6,021 | $292.0K | 0.00% | −7,683−56.1% | Reduced |
| Dynamic Advisor Solutions LLC | 5,937 | $292.0K | 0.01% | +323+5.8% | Added |
| Mystic Asset Management, Inc. | 5,939 | $292.1K | 0.12% | +40+0.7% | Added |
| Confluence Wealth Services, Inc. | 5,950 | $292.7K | 0.03% | −2,242−27.4% | Reduced |
| Smithfield Trust Co | 6,050 | $293.0K | 0.02% | −5,962−49.6% | Reduced |
| Sunpointe, LLC | 5,964 | $293.4K | 0.33% | +171+3.0% | Added |
| ZWJ Investment Counsel Inc | 5,970 | $293.7K | 0.01% | +280+4.9% | Added |