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Livermore
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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.

Institutional holdersQ1 2024: 1,226 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ1 2024: $31.2B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q4 2023.

Institutions holding D in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Atlantic Trust, LLC538$26.5K0.01%−145−21.2%Reduced
Venturi Wealth Management, LLC520$25.6K0.00%−157−23.2%Reduced
First Personal Financial Services510$25.1K0.01%00.0%Unchanged
Bangor Savings Bank506$24.9K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.500$24.6K0.01%00.0%Unchanged
Pacific Center for Financial Services500$24.6K0.01%00.0%Unchanged
Orion Capital Management LLC500$24.6K0.01%00.0%Unchanged
Annapolis Financial Services, LLC489$24.1K0.01%00.0%Unchanged
DAGCO, Inc.488$24.0K0.01%−2,129−81.4%Reduced
Riverview Trust Co484$23.8K0.02%+484New
Newbridge Financial Services Group, Inc.465$22.9K0.01%−148−24.1%Reduced
Livforsakringsbolaget Skandia, Omsesidigt430$21.1K0.00%00.0%Unchanged
Monetary Management Group Inc400$19.7K0.01%00.0%Unchanged
Creative Financial Designs Inc390$19.2K0.00%−7−1.8%Reduced
Tucker Asset Management LLC384$18.9K0.00%−56−12.7%Reduced
Tyler-Stone Wealth Management383$18.8K0.01%−66−14.7%Reduced
Wolff Wiese Magana LLC373$18.3K0.02%00.0%Unchanged
DecisionPoint Financial, LLC355$17.9K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC362$17.8K0.01%−3−0.8%Reduced
Sit Investment Associates Inc349$17.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc342$16.8K0.00%+34+11.0%Added
CGC Financial Services, LLC339$16.7K0.01%00.0%Unchanged
West Financial Advisors, LLC326$16.0K0.00%00.0%Unchanged
Benjamin Edwards Inc330$16.0K0.00%−91−21.6%Reduced
M&R Capital Management Inc324$15.9K0.00%00.0%Unchanged
Gables Capital Management Inc.320$15.7K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC318$15.6K0.00%00.0%Unchanged
ESL Trust Services, LLC300$14.8K0.00%+300New
SRS Capital Advisors, Inc.297$14.6K0.00%−170−36.4%Reduced
Thompson Investment Management, Inc.296$14.6K0.00%+37+14.3%Added
Bare Financial Services, Inc282$14.4K0.01%00.0%Unchanged
Quarry LP290$14.3K0.01%+51+21.3%Added
Farmers & Merchants Trust Co of Chambersburg PA294$14.0K0.01%−2,000−87.2%Reduced
JFS Wealth Advisors, LLC284$14.0K0.00%+100+54.3%Added
Miller Wealth Advisors, LLC280$13.8K0.01%00.0%Unchanged
Abound Wealth Management272$13.4K0.01%−9−3.2%Reduced
Highlander Capital Management, LLC267$13.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.255$12.5K0.00%−22−7.9%Reduced
Pineridge Advisors LLC251$12.3K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC250$12.3K0.00%+250New
Legacy Bridge, LLC245$12.1K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC243$12.0K0.01%00.0%Unchanged
Providence Capital Advisors, LLC242$11.9K0.00%+242New
Kelly Financial Services LLC233$11.5K0.00%+3+1.3%Added
McIlrath & Eck, LLC230$11.3K0.00%00.0%Unchanged
WR Wealth Planners, LLC217$10.7K0.00%+217New
Prestige Wealth Management Group LLC216$10.6K0.00%+53+32.5%Added
West Paces Advisors Inc.213$10.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.210$10.3K0.00%00.0%Unchanged
Winch Advisory Services, LLC210$10.3K0.00%+2+1.0%Added
Perritt Capital Management Inc207$10.2K0.01%+3+1.5%Added
Bollard Group LLC198$10.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$10.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC200$10.0K0.01%00.0%Unchanged
Cetera Trust Company, N.A200$9.84K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec200$9.84K0.00%00.0%Unchanged
GoalVest Advisory LLC200$9.84K0.00%+18+9.9%Added
Cornerstone Planning Group LLC178$9.15K0.00%−10−5.3%Reduced
Solstein Capital, LLC185$9.10K0.01%00.0%Unchanged
Avion Wealth178$9.00K0.00%+42+30.9%Added
Baldwin Brothers Inc166$8.17K0.00%−66−28.4%Reduced
Ramirez Asset Management, Inc.166$8.17K0.00%00.0%Unchanged
Security National Bank159$7.82K0.00%00.0%Unchanged
Nemes Rush Group LLC154$7.58K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.150$7.38K0.00%−63−29.6%Reduced
Barrett & Company, Inc.150$7.38K0.00%+150New
Core Alternative Capital149$7.33K0.00%−284−65.6%Reduced
Morton Brown Family Wealth, LLC149$7.33K0.00%+77+106.9%Added
Accordant Advisory Group Inc141$6.94K0.01%+141New
Newton One Investments LLC139$6.86K0.00%+2+1.5%Added
Wetzel Investment Advisors, Inc.140$6.80K0.00%00.0%Unchanged
Archer Investment Corp136$6.69K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.133$6.54K0.00%−1−0.7%Reduced
MB, Levis & Associates, LLC132$6.48K0.00%+2+1.5%Added
AlphaMark Advisors, LLC125$6.00K0.00%00.0%Unchanged
Clear Point Advisors Inc.119$5.85K0.00%00.0%Unchanged
Private Ocean, LLC116$5.71K0.00%+116New
Fortitude Family Office, LLC111$5.46K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$5.36K0.00%00.0%Unchanged
Eagle Bay Advisors LLC107$5.26K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$4.92K0.00%00.0%Unchanged
Rogco, LP99$4.87K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc97$4.77K0.00%+97New
Kozak & Associates, Inc.86$4.60K0.00%−66−43.4%Reduced
Clarity Asset Management, Inc.85$4.19K0.00%+1+1.2%Added
Pingora Partners LLC85$4.18K0.00%+85New
Kayne Anderson Rudnick Investment Management LLC84$4.13K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC86$4.04K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.76$3.74K0.00%+50+192.3%Added
Cedar Wealth Management, LLC74$3.64K0.00%+74New
Pacifica Partners Inc.75$3.62K0.00%00.0%Unchanged
Larson Financial Group LLC73$3.59K0.00%−1,199−94.3%Reduced
Raffa Wealth Management, LLC67$3.30K0.00%00.0%Unchanged
Dunhill Financial, LLC65$3.18K0.00%+10+18.2%Added
University of Texas/Texas Am Investment Managment Co66$3.10K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC62$3.05K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC62$3.05K0.00%00.0%Unchanged
Penserra Capital Management LLC69$3.00K0.00%−3,804−98.2%Reduced
PSI Advisors, LLC60$2.95K0.00%−13−17.8%Reduced
Bellevue Asset Management, LLC58$2.84K0.00%+2+3.6%Added