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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 10,754 | $529.0K | 0.00% | +1,043+10.7% | Added |
| Grimes & Company, Inc. | 10,864 | $534.4K | 0.02% | +1,488+15.9% | Added |
| Equitable Holdings, Inc. | 10,865 | $534.4K | 0.01% | +929+9.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,959 | $539.1K | 0.02% | +70+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 10,964 | $539.3K | 0.07% | −18,379−62.6% | Reduced |
| Heritage Investors Management Corp | 11,015 | $542.0K | 0.02% | +575+5.5% | Added |
| SS&H Financial Advisors, Inc. | 11,043 | $543.0K | 0.23% | −700−6.0% | Reduced |
| Violich Capital Management, Inc. | 11,055 | $544.0K | 0.08% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,180 | $547.9K | 0.00% | −119−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 11,208 | $551.3K | 0.07% | −1,331−10.6% | Reduced |
| GAMMA Investing LLC | 11,218 | $551.8K | 0.11% | +4,521+67.5% | Added |
| Principle Wealth Partners LLC | 11,234 | $552.6K | 0.04% | +4,854+76.1% | Added |
| Insigneo Advisory Services, LLC | 11,263 | $554.0K | 0.07% | −1,383−10.9% | Reduced |
| Pathway Financial Advisers, LLC | 11,270 | $554.4K | 0.20% | −746−6.2% | Reduced |
| TCW Group Inc | 11,278 | $554.8K | 0.01% | −1,943−14.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,311 | $556.4K | 0.04% | −1,283−10.2% | Reduced |
| Empowered Funds, LLC | 11,313 | $556.5K | 0.01% | +2,406+27.0% | Added |
| Whittier Trust Co of Nevada Inc | 11,346 | $558.0K | 0.02% | −2,202−16.3% | Reduced |
| Stony Point Wealth Management Inc. | 11,355 | $558.6K | 0.24% | +228+2.0% | Added |
| Hall Capital Management Co Inc | 11,356 | $558.6K | 0.28% | −1,280−10.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,420 | $561.8K | 0.03% | +56+0.5% | Added |
| Jeppson Wealth Management, LLC | 11,449 | $563.2K | 0.22% | +5,717+99.7% | Added |
| Wetherby Asset Management Inc | 11,450 | $563.2K | 0.03% | +715+6.7% | Added |
| Plimoth Trust Co LLC | 11,480 | $564.7K | 0.15% | −495−4.1% | Reduced |
| Caldwell Trust Co | 11,522 | $566.8K | 0.07% | −1,773−13.3% | Reduced |
| Bryn Mawr Trust Co | 11,550 | $568.1K | 0.02% | +11,550 | New |
| Cullen/Frost Bankers, Inc. | 11,681 | $574.6K | 0.01% | −425−3.5% | Reduced |
| Midwest Professional Planners, LTD. | 11,712 | $576.1K | 0.20% | +4,533+63.1% | Added |
| United Bank | 11,734 | $577.2K | 0.07% | +326+2.9% | Added |
| HBW Advisory Services LLC | 12,357 | $581.0K | 0.11% | 00.0% | Unchanged |
| Ti-Trust, Inc | 11,929 | $586.8K | 0.43% | 00.0% | Unchanged |
| Patten & Patten Inc | 12,022 | $591.4K | 0.04% | +1,501+14.3% | Added |
| Ballentine Partners, LLC | 12,030 | $591.8K | 0.01% | +762+6.8% | Added |
| Robeco Institutional Asset Management B.V. | 12,073 | $593.9K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 12,079 | $594.2K | 0.03% | +5,261+77.2% | Added |
| Bessemer Group Inc | 12,112 | $596.0K | 0.00% | +375+3.2% | Added |
| Keystone Financial Group | 12,190 | $599.7K | 0.09% | +2,283+23.0% | Added |
| Hayek Kallen Investment Management | 12,191 | $600.0K | 0.23% | −5,877−32.5% | Reduced |
| Global Retirement Partners, LLC | 12,236 | $601.9K | 0.02% | −303−2.4% | Reduced |
| Hilltop Holdings Inc. | 12,293 | $604.6K | 0.07% | −1,152−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 12,300 | $605.1K | 0.01% | +2,500+25.5% | Added |
| Imprint Wealth LLC | 12,332 | $606.2K | 0.15% | +2,503+25.5% | Added |
| TownSquare Capital, LLC | 12,338 | $606.9K | 0.01% | +3,308+36.6% | Added |
| Intrust Bank NA | 12,404 | $610.2K | 0.07% | +1,331+12.0% | Added |
| Buckingham Strategic Wealth, LLC | 12,461 | $612.9K | 0.01% | −2,095−14.4% | Reduced |
| Allworth Financial LP | 12,469 | $613.4K | 0.00% | −855−6.4% | Reduced |
| Csenge Advisory Group | 12,602 | $619.9K | 0.03% | −881−6.5% | Reduced |
| Lincoln National Corp | 12,778 | $628.5K | 0.01% | +1,718+15.5% | Added |
| Donaldson Capital Management, LLC | 12,808 | $630.0K | 0.03% | −240−1.8% | Reduced |
| Aviva PLC | 12,856 | $632.4K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 12,918 | $635.4K | 0.16% | +39+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 12,963 | $637.6K | 0.04% | +4,390+51.2% | Added |
| HighPoint Advisor Group LLC | 12,037 | $638.0K | 0.05% | −1,515−11.2% | Reduced |
| Bard Financial Services, Inc. | 13,000 | $639.5K | 0.07% | −10,000−43.5% | Reduced |
| Park Place Capital Corp | 13,006 | $639.8K | 0.23% | −1,700−11.6% | Reduced |
| Peoples Bank | 13,034 | $641.0K | 0.50% | −825−6.0% | Reduced |
| Stonegate Investment Group, LLC | 13,063 | $642.6K | 0.02% | −158−1.2% | Reduced |
| Campbell Wealth Management | 13,101 | $644.0K | 0.06% | +3,713+39.6% | Added |
| Pullen Investment Management, LLC | 13,134 | $646.1K | 0.55% | +13,134 | New |
| BCGM Wealth Management, LLC | 13,219 | $650.3K | 0.23% | −621−4.5% | Reduced |
| Ingalls & Snyder LLC | 13,244 | $651.0K | 0.03% | +486+3.8% | Added |
| Two Sigma Securities, LLC | 13,249 | $651.7K | 0.03% | +4,133+45.3% | Added |
| Meridian Financial Partners LLC | 13,920 | $652.0K | 0.84% | +71+0.5% | Added |
| Buckingham Strategic Partners | 13,357 | $657.1K | 0.02% | +8,118+155.0% | Added |
| Harbour Investments, Inc. | 13,398 | $659.0K | 0.02% | −603−4.3% | Reduced |
| NTV Asset Management LLC | 13,441 | $661.2K | 0.10% | −68−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 13,491 | $663.6K | 0.01% | −7,568−35.9% | Reduced |
| Investment Management Corp of Ontario | 13,541 | $666.1K | 0.02% | −6,000−30.7% | Reduced |
| Sumitomo Life Insurance Co | 13,578 | $667.9K | 0.02% | −759−5.3% | Reduced |
| Principal Securities, Inc. | 13,660 | $671.9K | 0.02% | +383+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,678 | $672.8K | 0.03% | −7,592−35.7% | Reduced |
| TCI Wealth Advisors, Inc. | 13,777 | $677.7K | 0.07% | +10.0% | Added |
| PFG Investments, LLC | 13,818 | $679.7K | 0.04% | +13,818 | New |
| Joel Isaacson & Co., LLC | 13,830 | $680.3K | 0.04% | −528−3.7% | Reduced |
| Brown Brothers Harriman & Co | 13,842 | $680.9K | 0.01% | +1,239+9.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 13,915 | $684.5K | 0.49% | +1,510+12.2% | Added |
| Carnegie Capital Asset Management, LLC | 13,934 | $685.4K | 0.02% | +1,844+15.3% | Added |
| Cypress Capital Group | 13,953 | $686.3K | 0.08% | −544−3.8% | Reduced |
| TCTC Holdings, LLC | 14,089 | $693.0K | 0.02% | −500−3.4% | Reduced |
| D.B. Root & Company, LLC | 14,144 | $695.7K | 0.24% | −840−5.6% | Reduced |
| Walleye Capital LLC | 14,200 | $698.5K | 0.01% | +14,200 | New |
| Linscomb & Williams, Inc. | 14,255 | $701.2K | 0.04% | −348−2.4% | Reduced |
| Haverford Trust Co | 14,296 | $703.2K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14,367 | $706.7K | 0.03% | −2,229−13.4% | Reduced |
| Intech Investment Management LLC | 14,383 | $707.5K | 0.01% | +14,383 | New |
| Marco Investment Management LLC | 14,389 | $707.8K | 0.07% | −150−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 14,435 | $710.1K | 0.04% | +1,003+7.5% | Added |
| Excalibur Management Corp | 14,478 | $712.2K | 0.30% | +1,508+11.6% | Added |
| Wealthcare Advisory Partners LLC | 14,482 | $712.4K | 0.02% | +55+0.4% | Added |
| Archford Capital Strategies, LLC | 14,487 | $712.6K | 0.12% | −422−2.8% | Reduced |
| Snowden Capital Advisors LLC | 14,516 | $714.0K | 0.02% | +815+5.9% | Added |
| Jacobi Capital Management LLC | 14,528 | $714.6K | 0.07% | +538+3.8% | Added |
| Founders Financial Alliance, LLC | 14,581 | $717.2K | 0.22% | +17+0.1% | Added |
| Acorn Financial Advisory Services Inc | 14,622 | $719.2K | 0.14% | −1,783−10.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,626 | $719.5K | 0.00% | −25,688−63.7% | Reduced |
| Agf Management Ltd | 14,690 | $722.6K | 0.00% | +14,690 | New |
| Adams Wealth Management | 14,723 | $724.2K | 0.18% | −300−2.0% | Reduced |
| My Legacy Advisors, LLC | 14,777 | $726.9K | 0.24% | +293+2.0% | Added |
| Apollon Wealth Management, LLC | 14,778 | $726.9K | 0.02% | −21,594−59.4% | Reduced |
| Vista Investment Management | 14,806 | $728.3K | 0.30% | +14,806 | New |