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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 4,847 | $238.4K | 0.02% | −711−12.8% | Reduced |
| Bullock Wealth Management Group | 4,847 | $238.3K | 0.16% | +4,847 | New |
| Investment Partners Asset Management, Inc. | 4,840 | $238.1K | 0.22% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,828 | $237.5K | 0.04% | −260−5.1% | Reduced |
| Flputnam Investment Management Co | 4,800 | $236.1K | 0.01% | −97−2.0% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $236.1K | 0.00% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,787 | $235.5K | 0.13% | +18+0.4% | Added |
| Commonwealth Financial Services, LLC | 4,998 | $234.9K | 0.06% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,774 | $234.8K | 0.05% | −626−11.6% | Reduced |
| Evergreen Capital Management LLC | 4,774 | $234.8K | 0.01% | +4,774 | New |
| Walker Asset Management, LLC | 4,767 | $234.5K | 0.15% | +62+1.3% | Added |
| RiverFront Investment Group, LLC | 4,756 | $233.9K | 0.01% | −182−3.7% | Reduced |
| Prosperity Consulting Group, LLC | 4,747 | $233.5K | 0.03% | −386−7.5% | Reduced |
| Herold Advisors, Inc. | 4,735 | $232.9K | 0.06% | +4,735 | New |
| CJM Wealth Advisers, Ltd. | 4,729 | $232.6K | 0.09% | −308−6.1% | Reduced |
| Congress Wealth Management LLC | 4,699 | $231.2K | 0.00% | −3,744−44.3% | Reduced |
| Shell Asset Management Co | 4,703 | $230.0K | 0.01% | −2,843−37.7% | Reduced |
| Ossiam | 4,673 | $229.9K | 0.00% | +3,776+421.0% | Added |
| MidAtlantic Capital Management, Inc. | 4,659 | $229.2K | 0.20% | −1,441−23.6% | Reduced |
| Spinnaker Trust | 4,657 | $229.1K | 0.01% | +121+2.7% | Added |
| Institute for Wealth Management, LLC. | 4,635 | $228.0K | 0.03% | +4,635 | New |
| ASB Consultores, LLC | 4,604 | $226.5K | 0.06% | +4,604 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $226.0K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,594 | $226.0K | 0.01% | +4,594 | New |
| Renasant Bank | 4,587 | $225.6K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,511 | $221.9K | 0.00% | +4,511 | New |
| KC Investment Advisors, LLC | 4,503 | $221.5K | 0.11% | −740−14.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,501 | $221.4K | 0.00% | +4,501 | New |
| Farther Finance Advisors, LLC | 4,489 | $220.7K | 0.01% | +365+8.9% | Added |
| Clearbridge Investments, LLC | 4,475 | $220.1K | 0.00% | −141−3.1% | Reduced |
| Athena Investment Management | 4,475 | $220.1K | 0.13% | +4,475 | New |
| CM Wealth Advisors LLC | 4,199 | $218.9K | 0.06% | +4,199 | New |
| Epoch Investment Partners, Inc. | 4,445 | $218.7K | 0.00% | −320−6.7% | Reduced |
| Register Financial Advisors LLC | 4,435 | $218.1K | 0.11% | +4,435 | New |
| Capital Analysts, LLC | 4,438 | $218.0K | 0.01% | −20−0.4% | Reduced |
| Klingenstein Fields & Co LP | 4,428 | $217.8K | 0.01% | −1,000−18.4% | Reduced |
| Citizens Financial Group Inc | 4,425 | $217.7K | 0.01% | +4,425 | New |
| Glass Jacobson Investment Advisors llc | 4,411 | $217.0K | 0.08% | −300−6.4% | Reduced |
| Meridian Financial, LLC | 4,405 | $216.7K | 0.16% | −169−3.7% | Reduced |
| Regal Investment Advisors LLC | 4,395 | $216.2K | 0.01% | +14+0.3% | Added |
| Wealth Quarterback LLC | 4,389 | $215.9K | 0.12% | −41−0.9% | Reduced |
| First City Capital Management, Inc. | 4,386 | $215.7K | 0.12% | 00.0% | Unchanged |
| LCNB Corp | 4,326 | $212.8K | 0.08% | +4,326 | New |
| Cornerstone Wealth Management, LLC | 4,323 | $212.6K | 0.02% | −37−0.8% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $212.3K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $211.5K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,295 | $211.3K | 0.02% | +4,295 | New |
| CX Institutional | 4,293 | $211.2K | 0.01% | +380+9.7% | Added |
| Gsa Capital Partners LLP | 4,291 | $211.0K | 0.02% | +4,291 | New |
| Boston Family Office LLC | 4,275 | $210.0K | 0.02% | −41−0.9% | Reduced |
| Hunter Associates Investment Management LLC | 4,315 | $210.0K | 0.04% | +7+0.2% | Added |
| Delta Asset Management LLC | 4,265 | $209.8K | 0.02% | −3,170−42.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,264 | $209.7K | 0.02% | +4,264 | New |
| Old North State Wealth Management, LLC | 4,251 | $209.3K | 0.14% | +4,251 | New |
| Aveo Capital Partners, LLC | 4,044 | $207.9K | 0.02% | +4,044 | New |
| Welch & Forbes LLC | 4,223 | $207.7K | 0.00% | −50−1.2% | Reduced |
| Waldron Private Wealth LLC | 4,220 | $207.6K | 0.01% | −763−15.3% | Reduced |
| Eudaimonia Partners, LLC | 4,215 | $207.4K | 0.05% | −179−4.1% | Reduced |
| MTM Investment Management, LLC | 4,200 | $206.6K | 0.09% | +4,200 | New |
| Alliance Wealth Advisors, LLC | 4,198 | $206.5K | 0.13% | +4,198 | New |
| Grove Bank & Trust | 4,186 | $205.9K | 0.03% | −11,900−74.0% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $205.4K | 0.03% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,167 | $205.0K | 0.03% | +4,167 | New |
| Chapin Davis, Inc. | 4,167 | $205.0K | 0.07% | +4,167 | New |
| CAPROCK Group, Inc. | 4,154 | $204.3K | 0.01% | +4,154 | New |
| Fisher Asset Management, LLC | 4,152 | $204.2K | 0.00% | +4,152 | New |
| Jaffetilchin Investment Partners, LLC | 4,144 | $203.9K | 0.02% | −1,228−22.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,120 | $202.7K | 0.15% | +4,120 | New |
| Ballast, Inc. | 4,084 | $200.9K | 0.06% | +4,084 | New |
| Front Row Advisors LLC | 4,035 | $198.5K | 0.07% | +469+13.2% | Added |
| Evolution Advisers, Inc. | 4,010 | $198.0K | 0.12% | −631−13.6% | Reduced |
| AdvisorNet Financial, Inc | 3,992 | $196.4K | 0.02% | +819+25.8% | Added |
| Independence Bank of Kentucky | 3,940 | $193.8K | 0.06% | +1,025+35.2% | Added |
| Mather Group, LLC. | 3,956 | $185.9K | 0.00% | +3,956 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $185.1K | 0.12% | −759−16.8% | Reduced |
| Tompkins Financial Corp | 3,720 | $183.0K | 0.02% | +100+2.8% | Added |
| Sofos Investments, Inc. | 3,803 | $183.0K | 0.02% | +1,930+103.0% | Added |
| MeadowBrook Investment Advisors LLC | 3,713 | $182.6K | 0.17% | +1,273+52.2% | Added |
| Carolinas Wealth Consulting LLC | 3,685 | $181.2K | 0.04% | −47,511−92.8% | Reduced |
| Richardson Financial Services Inc. | 3,666 | $180.3K | 0.13% | +271+8.0% | Added |
| Gen-Wealth Partners Inc | 3,534 | $173.8K | 0.09% | +3,534 | New |
| Ransom Advisory, Ltd | 3,400 | $167.2K | 0.09% | +3,400 | New |
| Quent Capital, LLC | 3,388 | $166.7K | 0.02% | −239−6.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $159.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,229 | $159.0K | 0.03% | −1,159−26.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,182 | $156.5K | 0.06% | +2,970+1,400.9% | Added |
| Pittenger & Anderson Inc | 3,000 | $147.6K | 0.01% | −150−4.8% | Reduced |
| Mechanics Financial Corp | 3,000 | $147.6K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,997 | $147.4K | 0.01% | −224−7.0% | Reduced |
| Operose Advisors LLC | 2,810 | $138.2K | 0.05% | +2,385+561.2% | Added |
| Rosenberg Matthew Hamilton | 2,782 | $136.8K | 0.04% | +196+7.6% | Added |
| Brown, Lisle/Cummings, Inc. | 2,776 | $136.6K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,771 | $136.0K | 0.12% | +154+5.9% | Added |
| Hilltop National Bank | 2,741 | $134.8K | 0.05% | +2,741 | New |
| CVA Family Office, LLC | 2,722 | $133.9K | 0.02% | +1,190+77.7% | Added |
| Dakota Community Bank & Trust NA | 2,719 | $133.7K | 0.72% | +98+3.7% | Added |
| Truvestments Capital LLC | 2,620 | $128.9K | 0.05% | −1,002−27.7% | Reduced |
| First Financial Corp | 2,606 | $128.2K | 0.07% | −1,160−30.8% | Reduced |
| Motco | 2,599 | $127.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $125.3K | 0.06% | 00.0% | Unchanged |