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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 14,898 | $732.8K | 0.11% | +646+4.5% | Added |
| Hendershot Investments Inc. | 14,898 | $732.8K | 0.10% | −871−5.5% | Reduced |
| Signaturefd, LLC | 14,912 | $733.5K | 0.02% | +1,180+8.6% | Added |
| Sequoia Financial Advisors, LLC | 15,065 | $741.1K | 0.01% | −3,871−20.4% | Reduced |
| Asset Dedication, LLC | 15,039 | $742.0K | 0.06% | −11,743−43.8% | Reduced |
| Spirit of America Management Corp | 15,100 | $742.8K | 0.15% | −1,500−9.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,115 | $744.0K | 0.00% | +15,115 | New |
| Whitener Capital Management, Inc. | 15,126 | $744.0K | 0.24% | −419−2.7% | Reduced |
| Charter Trust Co | 15,177 | $746.6K | 0.05% | −3,233−17.6% | Reduced |
| Chesley Taft & Associates LLC | 15,227 | $749.0K | 0.04% | +4,550+42.6% | Added |
| Essex Financial Services, Inc. | 15,284 | $751.8K | 0.07% | +15,284 | New |
| John G Ullman & Associates Inc | 15,300 | $752.6K | 0.12% | +15,300 | New |
| Horizon Investments, LLC | 15,410 | $758.0K | 0.02% | +38+0.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 15,412 | $758.1K | 0.33% | +15,412 | New |
| Garner Asset Management Corp | 15,582 | $767.0K | 0.39% | +11,514+283.0% | Added |
| CNB Bank | 15,625 | $768.6K | 0.37% | +1,403+9.9% | Added |
| Bank of New Hampshire | 15,647 | $769.7K | 0.20% | −2,121−11.9% | Reduced |
| Blue Edge Capital, LLC | 15,709 | $772.7K | 0.13% | +9+0.1% | Added |
| Dover Advisors, LLC | 15,728 | $773.7K | 0.53% | −3,263−17.2% | Reduced |
| Woodstock Corp | 15,944 | $784.3K | 0.08% | −500−3.0% | Reduced |
| Ancora Advisors, LLC | 15,949 | $784.5K | 0.02% | −900−5.3% | Reduced |
| Sovereign Financial Group, Inc. | 16,134 | $793.7K | 0.21% | +631+4.1% | Added |
| Steel Peak Wealth Management LLC | 16,233 | $798.5K | 0.04% | +16,233 | New |
| Burke & Herbert Bank & Trust Co | 16,419 | $807.6K | 0.61% | −40−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 16,439 | $808.6K | 0.07% | +2,902+21.4% | Added |
| IMC-Chicago, LLC | 16,443 | $808.8K | 0.03% | +16,443 | New |
| Arlington Capital Management, Inc. | 16,476 | $810.5K | 0.67% | +197+1.2% | Added |
| Greenleaf Trust | 16,514 | $812.3K | 0.01% | +3,469+26.6% | Added |
| Liberty One Investment Management, LLC | 16,651 | $819.1K | 0.09% | +3,753+29.1% | Added |
| Paradigm Financial Partners, LLC | 16,754 | $824.1K | 0.18% | −1,656−9.0% | Reduced |
| Verus Financial Partners, Inc. | 16,795 | $826.2K | 0.10% | −320−1.9% | Reduced |
| Patten Group, Inc. | 16,806 | $826.7K | 0.20% | −3,966−19.1% | Reduced |
| Taylor Hoffman Wealth Management | 16,836 | $828.2K | 0.35% | −1,160−6.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $833.8K | 0.01% | +1,249+8.0% | Added |
| Beacon Financial Advisory LLC | 17,116 | $841.9K | 0.41% | +6,454+60.5% | Added |
| First Horizon Advisors, Inc. | 17,120 | $842.1K | 0.03% | −47−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 17,287 | $850.3K | 0.02% | −288−1.6% | Reduced |
| Community Bank, N.A. | 17,562 | $863.7K | 0.11% | −3,070−14.9% | Reduced |
| Miracle Mile Advisors, LLC | 17,665 | $868.9K | 0.02% | +358+2.1% | Added |
| Exencial Wealth Advisors, LLC | 17,719 | $871.6K | 0.03% | −409−2.3% | Reduced |
| Reuter James Wealth Management, LLC | 17,838 | $877.5K | 0.61% | −391−2.1% | Reduced |
| Groupama Asset Managment | 2,106 | $878.1K | 0.02% | −18,511−89.8% | Reduced |
| United Asset Strategies, Inc. | 18,034 | $887.1K | 0.09% | +9,353+107.7% | Added |
| Lazard Asset Management LLC | 18,179 | $893.0K | 0.00% | +16,815+1,232.8% | Added |
| Chickasaw Capital Management LLC | 18,216 | $896.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 18,259 | $898.2K | 0.02% | +3,507+23.8% | Added |
| Simmons Bank | 18,433 | $906.7K | 0.07% | −800−4.2% | Reduced |
| Heritage Wealth Advisors | 18,470 | $908.5K | 0.04% | +359+2.0% | Added |
| South State Corp. | 18,643 | $917.0K | 0.07% | −3,559−16.0% | Reduced |
| Waterfront Wealth Inc. | 17,992 | $918.8K | 0.26% | +698+4.0% | Added |
| Cohen Klingenstein LLC | 18,700 | $919.9K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 18,884 | $928.9K | 0.20% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 18,937 | $931.5K | 0.99% | +46+0.2% | Added |
| Fortis Group Advisors, LLC | 18,940 | $931.7K | 0.17% | +18,914+72,746.2% | Added |
| Beck Mack & Oliver LLC | 18,965 | $932.9K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 19,076 | $938.0K | 0.05% | −184−1.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,069 | $938.0K | 0.74% | +53+0.3% | Added |
| Proequities, Inc. | 19,104 | $939.7K | 0.06% | −446−2.3% | Reduced |
| Degroof Petercam Asset Management | 19,500 | $959.2K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 19,514 | $959.9K | 0.04% | +106+0.5% | Added |
| Thomasville National Bank | 19,549 | $961.6K | 0.08% | −8,088−29.3% | Reduced |
| Valeo Financial Advisors, LLC | 18,829 | $964.6K | 0.03% | +7,818+71.0% | Added |
| Peoples Financial Services Corp. | 19,628 | $965.3K | 0.42% | −742−3.6% | Reduced |
| Lloyd Advisory Services, LLC. | 19,640 | $966.3K | 0.21% | +15,278+350.3% | Added |
| Atlantic Union Bankshares Corp | 19,776 | $972.8K | 0.08% | −1,922−8.9% | Reduced |
| Schnieders Capital Management LLC | 19,808 | $974.4K | 0.20% | −5,375−21.3% | Reduced |
| PBMares Wealth Management LLC | 19,924 | $980.1K | 0.26% | +3,556+21.7% | Added |
| Trust Co of Vermont | 20,003 | $983.9K | 0.05% | +3,127+18.5% | Added |
| Birch Hill Investment Advisors LLC | 20,355 | $1.00M | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 20,378 | $1.00M | 0.06% | −1,700−7.7% | Reduced |
| Anchor Investment Management, LLC | 20,443 | $1.01M | 0.11% | −1,733−7.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 20,449 | $1.01M | 0.47% | +1,857+10.0% | Added |
| Culbertson A N & Co Inc | 20,473 | $1.01M | 0.17% | −2,200−9.7% | Reduced |
| SageView Advisory Group, LLC | 20,504 | $1.01M | 0.06% | −9,927−32.6% | Reduced |
| Jarislowsky, Fraser Ltd | 20,568 | $1.01M | 0.01% | −5,000−19.6% | Reduced |
| Tower Research Capital LLC (TRC) | 20,675 | $1.02M | 0.02% | −77,568−79.0% | Reduced |
| 3Chopt Investment Partners, LLC | 20,768 | $1.02M | 0.42% | −59−0.3% | Reduced |
| Bokf, NA | 20,810 | $1.02M | 0.02% | −1,905−8.4% | Reduced |
| NBT Bank N A | 20,807 | $1.02M | 0.07% | −1,952−8.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20,819 | $1.02M | 0.02% | −663−3.1% | Reduced |
| Spire Wealth Management | 20,869 | $1.03M | 0.03% | +621+3.1% | Added |
| Alberta Investment Management Corp | 20,900 | $1.03M | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 21,102 | $1.04M | 0.06% | +9,198+77.3% | Added |
| Teacher Retirement System of Texas | 21,273 | $1.05M | 0.01% | −17,150−44.6% | Reduced |
| Radnor Capital Management, LLC | 21,262 | $1.05M | 0.18% | −140−0.7% | Reduced |
| Elmwood Wealth Management, Inc. | 21,402 | $1.05M | 0.45% | +8,905+71.3% | Added |
| Rothschild Investment LLC | 21,412 | $1.05M | 0.08% | +1,707+8.7% | Added |
| Umb Bank N A | 21,551 | $1.06M | 0.02% | −7,119−24.8% | Reduced |
| MAI Capital Management | 22,095 | $1.09M | 0.01% | +6,797+44.4% | Added |
| Advisory Services Network, LLC | 22,211 | $1.09M | 0.02% | −649−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 22,307 | $1.10M | 0.04% | −1,205−5.1% | Reduced |
| Sigma Planning Corp | 22,327 | $1.10M | 0.03% | +13,397+150.0% | Added |
| Ontario Teachers Pension Plan Board | 22,400 | $1.10M | 0.01% | +9,891+79.1% | Added |
| City Holding Co | 22,483 | $1.11M | 0.17% | −917−3.9% | Reduced |
| Capital Investment Counsel, Inc | 22,497 | $1.11M | 0.19% | +640+2.9% | Added |
| Rakuten Investment Management, Inc. | 22,501 | $1.11M | 0.01% | +20,432+987.5% | Added |
| Squarepoint Ops LLC | 22,694 | $1.12M | 0.00% | +20+0.1% | Added |
| Tocqueville Asset Management L.P. | 22,754 | $1.12M | 0.02% | −1,050−4.4% | Reduced |
| Wealth Alliance | 22,889 | $1.13M | 0.15% | +3,006+15.1% | Added |
| First National Trust Co | 22,892 | $1.13M | 0.05% | −8,246−26.5% | Reduced |