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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 23,017 | $1.13M | 0.18% | +13,575+143.8% | Added |
| Assetmark, Inc | 23,061 | $1.13M | 0.00% | −2,235−8.8% | Reduced |
| Bleakley Financial Group, LLC | 23,639 | $1.16M | 0.03% | +1,425+6.4% | Added |
| Stock Yards Bank & Trust Co | 23,679 | $1.16M | 0.04% | +1,339+6.0% | Added |
| Arrow Financial Corp | 24,196 | $1.19M | 0.12% | +1,341+5.9% | Added |
| Moors & Cabot, Inc. | 24,299 | $1.20M | 0.06% | −1,778−6.8% | Reduced |
| Farmers & Merchants Investments Inc | 24,501 | $1.21M | 0.04% | −13,590−35.7% | Reduced |
| Ridgewood Investments LLC | 24,536 | $1.21M | 0.64% | +210+0.9% | Added |
| Kestra Private Wealth Services, LLC | 24,681 | $1.21M | 0.03% | +1,339+5.7% | Added |
| GTS Securities LLC | 24,850 | $1.22M | 0.03% | +16,529+198.6% | Added |
| Pensionfund Sabic | 25,000 | $1.23M | 0.36% | 00.0% | Unchanged |
| Veriti Management LLC | 25,131 | $1.24M | 0.09% | +5,812+30.1% | Added |
| Beacon Pointe Advisors, LLC | 25,160 | $1.24M | 0.01% | −12,305−32.8% | Reduced |
| HB Wealth Management, LLC | 25,161 | $1.24M | 0.02% | +3,721+17.4% | Added |
| United Services Automobile Association | 25,336 | $1.25M | 0.03% | +1,760+7.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $1.25M | 0.02% | +25,500 | New |
| Main Street Group, LTD | 25,579 | $1.26M | 0.55% | +1,165+4.8% | Added |
| Bull Street Advisors, LLC | 25,838 | $1.27M | 0.61% | +6,567+34.1% | Added |
| Integrated Advisors Network LLC | 26,044 | $1.28M | 0.07% | +343+1.3% | Added |
| Canandaigua National Bank & Trust Co | 26,170 | $1.29M | 0.19% | −1,331−4.8% | Reduced |
| Johnson Investment Counsel Inc | 26,233 | $1.29M | 0.01% | −403−1.5% | Reduced |
| Strategic Planning Group, LLC | 26,322 | $1.29M | 0.32% | +4,424+20.2% | Added |
| All Terrain Financial Advisors, LLC | 26,364 | $1.30M | 0.56% | +303+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,553 | $1.31M | 0.03% | +65+0.2% | Added |
| Kingsview Wealth Management, LLC | 27,023 | $1.33M | 0.03% | +2,058+8.2% | Added |
| Trust Co of Toledo NA | 27,301 | $1.34M | 0.21% | −2,203−7.5% | Reduced |
| Pinnacle Associates Ltd | 27,358 | $1.35M | 0.02% | −2,244−7.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,615 | $1.36M | 0.09% | −2,197−7.4% | Reduced |
| Palisade Asset Management, LLC | 27,641 | $1.36M | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 27,677 | $1.36M | 0.04% | −1,058−3.7% | Reduced |
| Verdence Capital Advisors LLC | 27,748 | $1.36M | 0.12% | +16,256+141.5% | Added |
| Moloney Securities Asset Management, LLC | 27,768 | $1.37M | 0.21% | +2,522+10.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 29,067 | $1.37M | 0.52% | −3,666−11.2% | Reduced |
| Ategra Capital Management, LLC | 28,095 | $1.38M | 0.64% | +796+2.9% | Added |
| Lowe Brockenbrough & Co Inc | 28,218 | $1.39M | 0.09% | −3,938−12.2% | Reduced |
| Simplicity Wealth,LLC | 28,235 | $1.39M | 0.03% | +28,235 | New |
| Ieq Capital, LLC | 28,316 | $1.39M | 0.02% | −337−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,348 | $1.39M | 0.02% | +3,057+12.1% | Added |
| D. E. Shaw & Co., Inc. | 28,350 | $1.39M | 0.00% | −90,662−76.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,748 | $1.41M | 0.04% | −518−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,797 | $1.42M | 0.22% | +3,940+15.9% | Added |
| First County Bank | 28,809 | $1.42M | 0.69% | +3,817+15.3% | Added |
| Altman Advisors, Inc. | 28,833 | $1.42M | 0.69% | +17,380+151.8% | Added |
| Chiron Capital Management, LLC | 28,998 | $1.43M | 1.30% | +7,900+37.4% | Added |
| Courier Capital LLC | 29,197 | $1.44M | 0.10% | −7,784−21.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 29,636 | $1.46M | 0.05% | −137−0.5% | Reduced |
| Norinchukin Bank, The | 29,655 | $1.46M | 0.04% | −424−1.4% | Reduced |
| Bay Rivers Group | 29,713 | $1.46M | 0.80% | −713−2.3% | Reduced |
| Berkshire Bank | 29,764 | $1.46M | 0.36% | −1,465−4.7% | Reduced |
| Empirical Finance, LLC | 29,858 | $1.47M | 0.09% | +1,015+3.5% | Added |
| Cassaday & Co Wealth Management LLC | 30,496 | $1.50M | 0.05% | −2,080−6.4% | Reduced |
| D.A. Davidson & Co. | 30,667 | $1.51M | 0.01% | −6,932−18.4% | Reduced |
| TCG Advisory Services, LLC | 30,918 | $1.52M | 0.08% | +2,101+7.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,957 | $1.52M | 0.03% | +3,304+11.9% | Added |
| Central Trust Co | 31,162 | $1.53M | 0.04% | −2,855−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 31,162 | $1.53M | 0.08% | +3,085+11.0% | Added |
| Profund Advisors LLC | 31,228 | $1.54M | 0.06% | −2,601−7.7% | Reduced |
| Vectors Research Management, LLC | 31,246 | $1.54M | 0.43% | −10,300−24.8% | Reduced |
| Raleigh Capital Management Inc. | 31,913 | $1.57M | 0.68% | −5,143−13.9% | Reduced |
| Sandy Spring Bank | 32,385 | $1.59M | 0.07% | +2,485+8.3% | Added |
| Money Concepts Capital Corp | 32,595 | $1.60M | 0.15% | +539+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 32,821 | $1.61M | 0.07% | +4,014+13.9% | Added |
| Beverly Hills Private Wealth, LLC | 33,301 | $1.64M | 0.38% | +13,544+68.6% | Added |
| Financial Security Advisor, Inc. | 33,396 | $1.64M | 0.57% | −1,170−3.4% | Reduced |
| Metropolitan Life Insurance Co | 33,750 | $1.66M | 0.07% | −311−0.9% | Reduced |
| Boston Financial Mangement LLC | 33,785 | $1.66M | 0.05% | +19,560+137.5% | Added |
| Crossmark Global Holdings, Inc. | 34,211 | $1.68M | 0.03% | −1,357−3.8% | Reduced |
| Conning Inc. | 34,252 | $1.68M | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34,357 | $1.69M | 0.05% | +5,960+21.0% | Added |
| Legacy Capital Wealth Partners, LLC | 29,710 | $1.71M | 1.22% | +29,710 | New |
| Park Avenue Securities LLC | 35,328 | $1.74M | 0.02% | −131−0.4% | Reduced |
| First Citizens Bank & Trust Co | 35,438 | $1.74M | 0.03% | +1,521+4.5% | Added |
| Blair William & Co | 35,501 | $1.75M | 0.01% | −277−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 35,514 | $1.75M | 0.03% | +852+2.5% | Added |
| Virginia Wealth Management Group, Inc. | 35,629 | $1.75M | 1.43% | +11,397+47.0% | Added |
| South Dakota Investment Council | 35,724 | $1.76M | 0.04% | +4,000+12.6% | Added |
| Two Sigma Investments, LP | 35,920 | $1.77M | 0.00% | −318,813−89.9% | Reduced |
| Toroso Investments, LLC | 35,938 | $1.77M | 0.03% | +3,138+9.6% | Added |
| Jackson Hole Capital Partners, LLC | 35,959 | $1.77M | 0.41% | +3,592+11.1% | Added |
| Mutual Advisors, LLC | 36,018 | $1.77M | 0.06% | −1,741−4.6% | Reduced |
| United Capital Financial Advisers, LLC | 36,315 | $1.79M | 0.01% | +6,973+23.8% | Added |
| Group One Trading, L.P. | 36,658 | $1.80M | 0.06% | +36,658 | New |
| Beese Fulmer Investment Management, Inc. | 36,838 | $1.81M | 0.17% | −1,370−3.6% | Reduced |
| Fulton Bank, N.A. | 37,614 | $1.85M | 0.08% | −1,014−2.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 37,676 | $1.85M | 0.21% | −3,279−8.0% | Reduced |
| Slocum, Gordon & Co LLP | 37,817 | $1.86M | 1.38% | −655−1.7% | Reduced |
| Tiaa Trust, National Association | 38,111 | $1.87M | 0.01% | +2,924+8.3% | Added |
| NewEdge Wealth, LLC | 36,847 | $1.89M | 0.04% | +6,288+20.6% | Added |
| First Hawaiian Bank | 38,834 | $1.91M | 0.06% | −2,739−6.6% | Reduced |
| Stoneridge Investment Partners LLC | 39,247 | $1.93M | 0.73% | +27,438+232.3% | Added |
| Resolution Capital Ltd | 39,285 | $1.93M | 0.03% | −12,847−24.6% | Reduced |
| Ascent Group, LLC | 39,297 | $1.93M | 0.17% | −30.0% | Reduced |
| IHT Wealth Management, LLC | 39,352 | $1.94M | 0.08% | +7,397+23.1% | Added |
| Integrated Wealth Concepts LLC | 39,583 | $1.95M | 0.03% | +2,143+5.7% | Added |
| Central Pacific Bank - Trust Division | 39,735 | $1.95M | 0.24% | +39,735 | New |
| Stephens Inc | 39,822 | $1.96M | 0.03% | −3,934−9.0% | Reduced |
| Ally Financial Inc. | 40,000 | $1.97M | 0.27% | 00.0% | Unchanged |
| Nordea Investment Management AB | 40,037 | $1.97M | 0.00% | −582−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,241 | $1.98M | 0.03% | −2,178−5.1% | Reduced |
| Leelyn Smith, LLC | 40,763 | $2.01M | 0.40% | +2,735+7.2% | Added |