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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 2,498 | $122.9K | 0.07% | +100+4.2% | Added |
| Centerpoint Advisors, LLC | 2,430 | $120.0K | 0.04% | +2,430 | New |
| Duncker Streett & Co Inc | 2,435 | $119.8K | 0.02% | +400+19.7% | Added |
| Hall Laurie J Trustee | 2,425 | $119.0K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,369 | $114.9K | 0.02% | +1,800+316.3% | Added |
| Parkside Financial Bank & Trust | 2,303 | $113.3K | 0.02% | −152−6.2% | Reduced |
| Valley National Advisers Inc | 2,306 | $113.0K | 0.02% | −547−19.2% | Reduced |
| Burkett Financial Services, LLC | 2,297 | $113.0K | 0.06% | +31+1.4% | Added |
| Jamison Private Wealth Management, Inc. | 2,263 | $111.3K | 0.02% | +14+0.6% | Added |
| Glen Eagle Advisors, LLC | 2,253 | $110.8K | 0.02% | −327−12.7% | Reduced |
| First Foundation Advisors | 2,218 | $109.1K | 0.00% | −79−3.4% | Reduced |
| Versant Capital Management, Inc | 2,215 | $109.0K | 0.03% | −597−21.2% | Reduced |
| Allianz SE | 2,100 | $103.3K | 0.00% | +2,100 | New |
| Sawyer & Company, Inc | 2,094 | $103.0K | 0.04% | −617−22.8% | Reduced |
| Sachetta, LLC | 2,179 | $102.4K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,051 | $100.9K | 0.11% | −173−7.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,016 | $99.2K | 0.03% | +11+0.5% | Added |
| BKM Wealth Management, LLC | 2,007 | $98.7K | 0.04% | +856+74.4% | Added |
| Alta Advisers Ltd | 2,000 | $98.4K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,000 | $98.4K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,000 | $98.4K | 0.02% | +100+5.3% | Added |
| New Covenant Trust Company, N.A. | 1,977 | $97.2K | 0.10% | +1,977 | New |
| Crewe Advisors LLC | 1,884 | $92.7K | 0.01% | +1,884 | New |
| Deseret Mutual Benefit Administrators | 1,850 | $91.0K | 0.05% | +192+11.6% | Added |
| Evermay Wealth Management LLC | 1,802 | $88.6K | 0.01% | +130+7.8% | Added |
| Tradewinds Capital Management, LLC | 1,786 | $87.8K | 0.02% | +24+1.4% | Added |
| Union Savings Bank | 1,770 | $87.0K | 0.05% | −300−14.5% | Reduced |
| Webster Bank, N. A. | 1,729 | $85.0K | 0.01% | −200−10.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,715 | $84.4K | 0.01% | +28+1.7% | Added |
| SOA Wealth Advisors, LLC. | 1,698 | $83.5K | 0.02% | +11+0.7% | Added |
| Covestor Ltd | 1,650 | $81.0K | 0.05% | +1,019+161.5% | Added |
| Riggs Asset Managment Co. Inc. | 1,612 | $79.3K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,604 | $78.9K | 0.03% | −10−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,573 | $77.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,525 | $75.0K | 0.04% | −500−24.7% | Reduced |
| Piscataqua Savings Bank | 1,517 | $74.6K | 0.07% | −50−3.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,483 | $72.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,451 | $71.4K | 0.00% | −478−24.8% | Reduced |
| Logan Capital Management Inc | 1,448 | $71.2K | 0.00% | −200−12.1% | Reduced |
| Aspect Partners, LLC | 1,419 | $69.8K | 0.06% | −378−21.0% | Reduced |
| FWL Investment Management, LLC | 1,390 | $68.4K | 0.04% | −2,745−66.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,389 | $68.3K | 0.01% | −300−17.8% | Reduced |
| LifeSteps Financial, Inc. | 1,364 | $67.1K | 0.05% | +1,364 | New |
| West Oak Capital, LLC | 1,800 | $67.0K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,349 | $66.3K | 0.02% | +2+0.1% | Added |
| Byrne Asset Management LLC | 1,300 | $63.9K | 0.04% | −300−18.8% | Reduced |
| CKW Financial Group | 1,200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,189 | $58.5K | 0.02% | −25−2.1% | Reduced |
| Gradient Investments LLC | 1,178 | $57.9K | 0.00% | −1,201−50.5% | Reduced |
| Financial Management Professionals, Inc. | 1,165 | $57.0K | 0.01% | +70+6.4% | Added |
| Exchange Traded Concepts, LLC | 1,151 | $56.6K | 0.00% | −8−0.7% | Reduced |
| Private Wealth Management Group, LLC | 1,127 | $55.4K | 0.03% | +18+1.6% | Added |
| Semmax Financial Advisors Inc. | 1,023 | $54.3K | 0.02% | −582−36.3% | Reduced |
| Silvant Capital Management LLC | 1,071 | $52.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,039 | $51.1K | 0.04% | −8−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,020 | $50.2K | 0.02% | +400+64.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,019 | $50.1K | 0.00% | +469+85.3% | Added |
| Center for Financial Planning, Inc. | 1,016 | $50.0K | 0.01% | +341+50.5% | Added |
| Atwood & Palmer Inc | 1,000 | $49.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $49.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 996 | $49.0K | 0.01% | +101+11.3% | Added |
| City State Bank | 964 | $47.0K | 0.02% | +28+3.0% | Added |
| Oakworth Capital, Inc. | 950 | $46.7K | 0.00% | −425−30.9% | Reduced |
| Beacon Capital Management, LLC | 945 | $46.5K | 0.01% | +909+2,525.0% | Added |
| Western Pacific Wealth Management, LP | 932 | $45.8K | 0.03% | +932 | New |
| Gleason Group, Inc. | 903 | $44.4K | 0.01% | +12+1.3% | Added |
| Compass Wealth Management LLC | 900 | $44.3K | 0.01% | −546−37.8% | Reduced |
| American Capital Advisory, LLC | 790 | $44.2K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $44.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $41.0K | 0.02% | +819 | New |
| Missouri Trust & Investment Co | 825 | $40.6K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 800 | $39.4K | 0.00% | +600+300.0% | Added |
| GW&K Investment Management, LLC | 786 | $39.0K | 0.00% | +469+147.9% | Added |
| Rakuten Securities, Inc. | 792 | $39.0K | 0.02% | +640+421.1% | Added |
| CoreFirst Bank & Trust | 776 | $38.2K | 0.02% | −600−43.6% | Reduced |
| Aspire Private Capital, LLC | 775 | $38.1K | 0.01% | −4−0.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 753 | $37.1K | 0.01% | +10+1.3% | Added |
| Millburn Ridgefield Corp | 747 | $36.7K | 0.00% | +54+7.8% | Added |
| Catalyst Capital Advisors LLC | 747 | $36.7K | 0.00% | +54+7.8% | Added |
| JJJ Advisors Inc. | 734 | $36.1K | 0.01% | −74−9.2% | Reduced |
| Viking Fund Management LLC | 700 | $34.4K | 0.01% | +200+40.0% | Added |
| FSC Wealth Advisors, LLC | 682 | $33.5K | 0.02% | −2−0.3% | Reduced |
| MCF Advisors LLC | 677 | $33.3K | 0.00% | +7+1.0% | Added |
| Capital Advisors, Ltd. LLC | 662 | $33.0K | 0.00% | −259−28.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 652 | $32.1K | 0.01% | +9+1.4% | Added |
| Trust Co | 650 | $32.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 645 | $31.7K | 0.00% | +201+45.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 639 | $31.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 629 | $30.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 612 | $30.1K | 0.01% | +612 | New |
| Field & Main Bank | 611 | $30.0K | 0.01% | +103+20.3% | Added |
| Rise Advisors, LLC | 610 | $30.0K | 0.02% | +610 | New |
| Atticus Wealth Management, LLC | 593 | $29.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $29.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $28.9K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 579 | $28.5K | 0.02% | −29−4.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 577 | $28.4K | 0.01% | +18+3.2% | Added |
| Optimum Investment Advisors | 563 | $27.7K | 0.01% | −148−20.8% | Reduced |
| ORG Partners LLC | 558 | $27.4K | 0.05% | −1,318−70.3% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $27.4K | 0.01% | 00.0% | Unchanged |