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 |
|---|---|---|---|---|---|
| Banco BTG Pactual S.A. | 5,971 | $293.7K | 0.09% | +5,971 | New |
| American National Bank & Trust Co | 5,985 | $294.3K | 0.07% | +5,985 | New |
| Clearstead Advisors, LLC | 5,564 | $295.1K | 0.01% | +1,814+48.4% | Added |
| Plan Group Financial, LLC | 6,001 | $295.2K | 0.19% | +6,001 | New |
| Hummer Financial Advisory Services Inc | 6,001 | $295.2K | 0.24% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,009 | $295.6K | 0.09% | −350−5.5% | Reduced |
| First National Bank & Trust Co of Newtown | 6,028 | $296.5K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,053 | $297.7K | 0.03% | +1,445+31.4% | Added |
| Bartlett & Co. Wealth Management LLC | 6,060 | $298.1K | 0.00% | −46−0.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,061 | $298.1K | 0.01% | −5,311−46.7% | Reduced |
| Heritage Trust Co | 6,090 | $299.6K | 0.04% | −33−0.5% | Reduced |
| Meyer Handelman Co | 6,093 | $299.7K | 0.01% | −3,640−37.4% | Reduced |
| Hudock, Inc. | 6,111 | $300.6K | 0.07% | −206−3.3% | Reduced |
| Brown Miller Wealth Management, LLC | 6,134 | $301.8K | 0.13% | +1,118+22.3% | Added |
| Koshinski Asset Management, Inc. | 6,156 | $302.8K | 0.03% | +6,156 | New |
| Capital Management Corp | 6,236 | $306.7K | 0.06% | 00.0% | Unchanged |
| Summit Financial Group Inc | 6,252 | $307.5K | 0.11% | −216−3.3% | Reduced |
| Diligent Investors, LLC | 6,255 | $307.7K | 0.08% | −350−5.3% | Reduced |
| Tower Bridge Advisors | 6,268 | $308.3K | 0.03% | −650−9.4% | Reduced |
| Tranquility Partners, LLC | 6,272 | $308.5K | 0.12% | +137+2.2% | Added |
| Citizens National Bank Trust Department | 6,273 | $308.6K | 0.07% | −4,745−43.1% | Reduced |
| Armor Investment Advisors, LLC | 6,309 | $310.3K | 0.15% | −6,853−52.1% | Reduced |
| Fulcrum Equity Management | 6,344 | $312.1K | 0.37% | +86+1.4% | Added |
| Northwest Bancshares, Inc. | 6,375 | $313.6K | 0.05% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,472 | $318.4K | 0.01% | +1,998+44.7% | Added |
| FourThought Financial Partners, LLC | 6,485 | $319.0K | 0.04% | +242+3.9% | Added |
| Groesbeck Investment Management Corp | 6,489 | $319.0K | 0.34% | +6,489 | New |
| Adalta Capital Management LLC | 6,500 | $319.7K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 6,540 | $321.7K | 0.19% | +6,540 | New |
| Cambridge Trust Co | 6,547 | $322.0K | 0.01% | −1,000−13.3% | Reduced |
| Farmers Trust Co | 6,553 | $322.3K | 0.06% | +31+0.5% | Added |
| Ci Investments Inc. | 6,571 | $323.0K | 0.00% | +1,988+43.4% | Added |
| Syon Capital LLC | 6,573 | $323.3K | 0.03% | −2,175−24.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,593 | $324.3K | 0.16% | +288+4.6% | Added |
| IFP Advisors, Inc | 6,599 | $324.6K | 0.01% | −632−8.7% | Reduced |
| Brighton Jones LLC | 6,606 | $325.0K | 0.01% | −416−5.9% | Reduced |
| Montag A & Associates Inc | 6,611 | $325.2K | 0.02% | −1,428−17.8% | Reduced |
| Aspiriant, LLC | 6,615 | $325.4K | 0.01% | +127+2.0% | Added |
| Blue Fin Capital, Inc. | 6,664 | $327.8K | 0.07% | −152−2.2% | Reduced |
| Sunbelt Securities, Inc. | 6,674 | $328.3K | 0.04% | +46+0.7% | Added |
| Nomura Holdings Inc | 6,681 | $328.6K | 0.00% | −36,209−84.4% | Reduced |
| International Private Wealth Advisors LLC | 6,694 | $329.3K | 0.64% | +6,694 | New |
| Park National Corp | 6,750 | $332.0K | 0.01% | +73+1.1% | Added |
| Saturna Capital CORP | 6,750 | $332.0K | 0.00% | +6,750 | New |
| Signature Estate & Investment Advisors LLC | 6,805 | $334.7K | 0.01% | +1,468+27.5% | Added |
| Colonial Trust Co | 6,841 | $336.5K | 0.06% | +3,444+101.4% | Added |
| Passumpsic Savings Bank | 6,842 | $336.6K | 0.22% | +6,842 | New |
| Quotient Wealth Partners, LLC | 6,846 | $336.8K | 0.01% | −2,722−28.4% | Reduced |
| Bluefin Capital Management, LLC | 6,900 | $339.4K | 0.05% | +6,900 | New |
| Lakeview Capital Partners, LLC | 6,921 | $340.4K | 0.06% | +283+4.3% | Added |
| Parsons Capital Management Inc | 6,939 | $341.3K | 0.02% | −92−1.3% | Reduced |
| St Germain D J Co Inc | 6,942 | $341.5K | 0.02% | +387+5.9% | Added |
| Prossimo Advisors, LLC | 6,983 | $343.0K | 0.66% | −1,860−21.0% | Reduced |
| Sheets Smith Wealth Management | 7,033 | $345.9K | 0.04% | +19+0.3% | Added |
| Searle & Co. | 7,037 | $346.1K | 0.09% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 7,050 | $347.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,200 | $347.9K | 0.09% | −339−4.5% | Reduced |
| Clarius Group, LLC | 7,104 | $349.4K | 0.02% | +2,307+48.1% | Added |
| Graypoint LLC | 7,125 | $350.5K | 0.03% | +1,679+30.8% | Added |
| Delta Financial Group, Inc. | 7,126 | $351.0K | 0.10% | +474+7.1% | Added |
| Fragasso Group Inc. | 7,148 | $351.6K | 0.03% | +96+1.4% | Added |
| Harbour Trust & Investment Management Co | 7,161 | $352.3K | 0.04% | −1,700−19.2% | Reduced |
| Centennial Wealth Advisory LLC | 7,182 | $353.3K | 0.16% | +184+2.6% | Added |
| Private Wealth Partners, LLC | 7,200 | $354.2K | 0.03% | −2,000−21.7% | Reduced |
| Manchester Capital Management LLC | 7,202 | $354.3K | 0.04% | +16+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 7,203 | $354.3K | 0.10% | +359+5.2% | Added |
| Romano Brothers and Company | 7,232 | $355.7K | 0.05% | +1,200+19.9% | Added |
| Premier Path Wealth Partners, LLC | 7,248 | $356.5K | 0.07% | +913+14.4% | Added |
| Investors Research Corp | 7,248 | $356.5K | 0.08% | +631+9.5% | Added |
| Danske Bank A/S | 7,300 | $359.1K | 0.00% | +7,300 | New |
| River Wealth Advisors LLC | 7,345 | $361.3K | 0.05% | −2,769−27.4% | Reduced |
| First Trust Investment Solutions L.P. | 7,359 | $362.0K | 0.06% | +7,359 | New |
| BLB&B Advisors, LLC | 7,390 | $363.5K | 0.02% | −658−8.2% | Reduced |
| Cidel Asset Management Inc | 7,413 | $364.6K | 0.03% | +486+7.0% | Added |
| Smith, Moore & Co. | 7,419 | $364.9K | 0.04% | −136−1.8% | Reduced |
| Old Port Advisors | 7,420 | $365.0K | 0.11% | −1,597−17.7% | Reduced |
| CWA Asset Management Group, LLC | 7,443 | $366.1K | 0.02% | +1,666+28.8% | Added |
| Wealthspire Advisors, LLC | 7,464 | $367.1K | 0.00% | −1,160−13.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,504 | $367.8K | 0.07% | +320+4.5% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $368.4K | 0.33% | +13+0.2% | Added |
| Colony Group, LLC | 7,522 | $370.0K | 0.00% | +863+13.0% | Added |
| Parallel Advisors, LLC | 7,527 | $370.3K | 0.01% | +720+10.6% | Added |
| Quadrant Capital Group LLC | 7,544 | $371.1K | 0.03% | −167−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 7,565 | $372.1K | 0.02% | +894+13.4% | Added |
| Leavell Investment Management, Inc. | 7,578 | $373.0K | 0.02% | −600−7.3% | Reduced |
| International Assets Investment Management, LLC | 7,613 | $374.3K | 0.04% | +7,613 | New |
| Cornerstone Advisory, LLC | 7,613 | $374.5K | 0.05% | +145+1.9% | Added |
| JBR Co Financial Management Inc | 7,616 | $374.6K | 0.30% | −100−1.3% | Reduced |
| CoreCap Advisors, LLC | 7,621 | $374.9K | 0.02% | +2,294+43.1% | Added |
| Commerzbank Aktiengesellschaft | 7,612 | $375.0K | 0.01% | +1,007+15.2% | Added |
| EP Wealth Advisors, LLC | 7,624 | $375.0K | 0.00% | +739+10.7% | Added |
| Fruth Investment Management | 7,675 | $377.0K | 0.10% | −1,000−11.5% | Reduced |
| Wrapmanager Inc | 7,700 | $378.8K | 0.11% | −1,116−12.7% | Reduced |
| Beech Hill Advisors, Inc. | 7,708 | $379.2K | 0.16% | −200−2.5% | Reduced |
| Trust Point Inc. | 7,712 | $379.4K | 0.03% | −2,863−27.1% | Reduced |
| BKD Wealth Advisors, LLC | 7,723 | $379.9K | 0.01% | −138−1.8% | Reduced |
| RVW Wealth, LLC | 7,725 | $380.0K | 0.04% | 00.0% | Unchanged |
| Invesco, LLC | 7,750 | $381.2K | 0.16% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,785 | $382.9K | 0.16% | +974+14.3% | Added |
| Precedent Wealth Partners, LLC | 7,792 | $383.3K | 0.16% | +1,835+30.8% | Added |