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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 7,824 | $384.9K | 0.01% | −53−0.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,835 | $385.4K | 0.07% | −750−8.7% | Reduced |
| Whittier Trust Co | 7,851 | $386.1K | 0.01% | −359−4.4% | Reduced |
| NBC Securities, Inc. | 7,891 | $388.0K | 0.04% | −57,380−87.9% | Reduced |
| Centre Asset Management, LLC | 7,883 | $388.0K | 0.09% | −275−3.4% | Reduced |
| Systematic Portfolios LLC | 7,950 | $391.1K | 1.34% | +7,950 | New |
| Mainstay Capital Management LLC | 7,959 | $391.5K | 0.07% | +2,174+37.6% | Added |
| Aptus Capital Advisors, LLC | 8,043 | $395.6K | 0.01% | +1,657+25.9% | Added |
| Cullen Capital Management LLC | 8,066 | $396.8K | 0.00% | +209+2.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 8,194 | $403.1K | 0.53% | +8,194 | New |
| Terry L. Blaker | 8,224 | $404.4K | 0.03% | −1,113−11.9% | Reduced |
| Ameritas Advisory Services, LLC | 8,028 | $406.4K | 0.02% | +3,152+64.6% | Added |
| Marcum Wealth, LLC | 8,277 | $407.1K | 0.04% | +2,612+46.1% | Added |
| SeaCrest Wealth Management, LLC | 8,327 | $409.6K | 0.05% | −7,317−46.8% | Reduced |
| Glenview Trust Co | 8,339 | $410.2K | 0.01% | −650−7.2% | Reduced |
| Boston Private Wealth LLC | 8,383 | $412.4K | 0.01% | −325−3.7% | Reduced |
| Derbend Asset Management | 8,422 | $414.3K | 0.20% | +775+10.1% | Added |
| Hexagon Capital Partners LLC | 8,429 | $414.6K | 0.09% | +3,330+65.3% | Added |
| Moneta Group Investment Advisors LLC | 8,446 | $415.5K | 0.01% | −288−3.3% | Reduced |
| Banque Cantonale Vaudoise | 8,465 | $416.0K | 0.02% | −26,439−75.7% | Reduced |
| MidWestOne Financial Group, Inc. | 8,470 | $416.6K | 0.07% | +97+1.2% | Added |
| Perpetual Ltd | 8,600 | $417.3K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 8,513 | $418.8K | 0.02% | −100−1.2% | Reduced |
| Kovack Advisors, Inc. | 8,559 | $421.0K | 0.05% | −6−0.1% | Reduced |
| First United Bank Trust | 8,565 | $421.3K | 0.16% | −1,589−15.6% | Reduced |
| Pointe Capital Management LLC | 8,659 | $425.9K | 0.26% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8,667 | $426.3K | 0.08% | +2,356+37.3% | Added |
| ICW Investment Advisors LLC | 8,685 | $427.2K | 0.19% | −602−6.5% | Reduced |
| Wedbush Securities Inc | 8,704 | $428.0K | 0.02% | +114+1.3% | Added |
| Rowland & Co Investment Counsel | 8,716 | $428.8K | 0.09% | +30.0% | Added |
| Welch Group, LLC | 8,778 | $431.8K | 0.02% | −136−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 8,813 | $433.5K | 0.03% | −16,077−64.6% | Reduced |
| Headinvest, LLC | 8,829 | $434.3K | 0.08% | −145−1.6% | Reduced |
| Keudell/Morrison Wealth Management | 8,830 | $434.3K | 0.13% | +1,014+13.0% | Added |
| Hantz Financial Services, Inc. | 8,881 | $437.0K | 0.01% | −97−1.1% | Reduced |
| Valmark Advisers, Inc. | 8,893 | $437.4K | 0.01% | −624−6.6% | Reduced |
| Cigna Investments Inc | 8,916 | $439.0K | 0.08% | −96−1.1% | Reduced |
| Central Bank & Trust Co | 8,949 | $440.1K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,981 | $441.8K | 0.02% | +7,931+755.3% | Added |
| Outfitter Financial LLC | 9,040 | $444.7K | 0.37% | −175−1.9% | Reduced |
| We Are One Seven, LLC | 9,050 | $445.2K | 0.02% | +58+0.6% | Added |
| Schmidt P J Investment Management Inc | 9,056 | $445.5K | 0.08% | −2,539−21.9% | Reduced |
| Capital Asset Advisory Services LLC | 9,185 | $446.1K | 0.03% | −331−3.5% | Reduced |
| V-Square Quantitative Management LLC | 9,094 | $447.3K | 0.07% | +3,454+61.2% | Added |
| Balentine LLC | 9,111 | $448.2K | 0.01% | −1,885−17.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,112 | $448.2K | 0.01% | −565−5.8% | Reduced |
| Nations Financial Group Inc, | 9,131 | $449.2K | 0.04% | −425−4.4% | Reduced |
| Fiduciary Group LLC | 9,189 | $452.0K | 0.05% | +681+8.0% | Added |
| TFG Advisers LLC | 9,201 | $452.6K | 0.18% | −475−4.9% | Reduced |
| Belpointe Asset Management LLC | 9,259 | $455.5K | 0.03% | −19−0.2% | Reduced |
| VeraBank, N.A. | 9,295 | $457.2K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,299 | $457.4K | 0.02% | 00.0% | Unchanged |
| Burney Co | 9,304 | $457.7K | 0.02% | −1,500−13.9% | Reduced |
| Salvus Wealth Management, LLC | 9,311 | $458.0K | 0.31% | −9−0.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,395 | $462.0K | 0.21% | +9+0.1% | Added |
| Commonwealth Retirement Investments LLC | 9,418 | $463.3K | 0.22% | −40−0.4% | Reduced |
| Kidder Stephen W | 9,439 | $464.3K | 0.15% | 00.0% | Unchanged |
| Tradewinds, LLC. | 9,481 | $466.4K | 0.41% | +9,481 | New |
| Oak Harbor Wealth Partners, LLC | 9,507 | $467.7K | 0.15% | +400+4.4% | Added |
| Chemung Canal Trust Co | 9,511 | $467.8K | 0.09% | −892−8.6% | Reduced |
| Armstrong Advisory Group, Inc | 9,984 | $469.3K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,596 | $472.0K | 0.01% | −236−2.4% | Reduced |
| Canal Capital Management, LLC | 9,643 | $474.4K | 0.08% | −3,928−28.9% | Reduced |
| GYL Financial Synergies, LLC | 9,660 | $475.2K | 0.04% | −3,406−26.1% | Reduced |
| Merit Financial Group, LLC | 9,250 | $475.4K | 0.01% | −4,217−31.3% | Reduced |
| Level Four Advisory Services, LLC | 10,131 | $476.1K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 9,706 | $477.4K | 0.06% | −228−2.3% | Reduced |
| Renaissance Group LLC | 9,711 | $477.7K | 0.02% | −114−1.2% | Reduced |
| FineMark National Bank & Trust | 9,720 | $478.1K | 0.02% | −191−1.9% | Reduced |
| Qube Research & Technologies Ltd | 9,723 | $478.3K | 0.00% | +5,555+133.3% | Added |
| Vident Advisory, LLC | 9,735 | $478.9K | 0.01% | +1,859+23.6% | Added |
| Lindbrook Capital, LLC | 9,783 | $481.2K | 0.05% | −1,384−12.4% | Reduced |
| NorthRock Partners, LLC | 9,798 | $482.0K | 0.02% | −699−6.7% | Reduced |
| Inspire Trust Co, N.A. | 9,800 | $482.1K | 0.27% | +9,800 | New |
| HM Payson & Co | 9,802 | $482.2K | 0.01% | −7,358−42.9% | Reduced |
| Mechanics Bank Trust Department | 9,803 | $482.2K | 0.07% | −75−0.8% | Reduced |
| Jones Financial Companies LLLP | 9,815 | $482.8K | 0.00% | +3,622+58.5% | Added |
| Centurion Wealth Management LLC | 9,839 | $484.0K | 0.19% | +390+4.1% | Added |
| MONECO Advisors, LLC | 9,840 | $484.0K | 0.08% | +9,840 | New |
| Phoenix Wealth Advisors | 9,844 | $484.2K | 0.29% | +533+5.7% | Added |
| Fidelis Capital Partners, LLC | 9,885 | $486.2K | 0.07% | +4,171+73.0% | Added |
| Meeder Advisory Services, Inc. | 9,905 | $487.2K | 0.05% | +1,567+18.8% | Added |
| HBK Sorce Advisory LLC | 9,982 | $491.0K | 0.02% | +702+7.6% | Added |
| Resources Investment Advisors, LLC. | 10,167 | $500.1K | 0.01% | +545+5.7% | Added |
| Triangle Securities Wealth Management | 10,194 | $501.5K | 0.14% | −1,710−14.4% | Reduced |
| Eagle Ridge Investment Management | 10,245 | $504.0K | 0.05% | +3,792+58.8% | Added |
| SPC Financial, Inc. | 10,294 | $506.4K | 0.05% | −354−3.3% | Reduced |
| Longfellow Investment Management Co LLC | 10,305 | $506.9K | 0.11% | +79+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 10,342 | $508.7K | 0.06% | +3,387+48.7% | Added |
| Financial Advocates Investment Management | 10,372 | $510.2K | 0.03% | +615+6.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,376 | $510.4K | 0.20% | −2,452−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 10,017 | $510.7K | 0.04% | +7,047+237.3% | Added |
| Modera Wealth Management, LLC | 10,440 | $513.5K | 0.01% | −609−5.5% | Reduced |
| Vise Technologies, Inc. | 10,448 | $513.9K | 0.10% | +3,095+42.1% | Added |
| Advanced Portfolio Management, LLC | 10,514 | $517.2K | 0.98% | +10,514 | New |
| Key Financial Inc | 10,580 | $520.4K | 0.13% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,584 | $520.6K | 0.03% | +432+4.3% | Added |
| Good Life Advisors, LLC | 10,614 | $522.1K | 0.05% | −16−0.2% | Reduced |
| Parcion Private Wealth LLC | 10,696 | $526.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 10,714 | $527.0K | 0.06% | +320+3.1% | Added |