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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 49,490 | $2.43M | 0.01% | −9,004−15.4% | Reduced |
| Metis Global Partners, LLC | 49,489 | $2.43M | 0.09% | +829+1.7% | Added |
| Securian Asset Management, Inc | 49,286 | $2.42M | 0.07% | −3,651−6.9% | Reduced |
| Cornerstone Advisors, LLC | 48,900 | $2.41M | 0.10% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 48,700 | $2.40M | 0.05% | −1,900−3.8% | Reduced |
| Hartford Financial Management Inc. | 46,983 | $2.31M | 0.49% | +848+1.8% | Added |
| Lockheed Martin Investment Management Co | 43,200 | $2.31M | 0.17% | −6,400−12.9% | Reduced |
| BTC Capital Management, Inc. | 46,590 | $2.29M | 0.21% | +46,590 | New |
| Lombard Odier Asset Management (Switzerland) SA | 46,394 | $2.28M | 0.16% | +3,306+7.7% | Added |
| Graham Capital Wealth Management, LLC | 45,658 | $2.25M | 3.83% | +1,320+3.0% | Added |
| Sepio Capital, LP | 45,639 | $2.24M | 0.19% | +17,399+61.6% | Added |
| Carret Asset Management, LLC | 45,456 | $2.24M | 0.26% | −1,999−4.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,627 | $2.19M | 0.22% | −735−1.6% | Reduced |
| Raymond James Trust N.A. | 44,580 | $2.19M | 0.05% | +7,411+19.9% | Added |
| National Asset Management, Inc. | 49,085 | $2.19M | 0.06% | +16,336+49.9% | Added |
| Redwood Investment Management, LLC | 44,132 | $2.17M | 0.21% | −1,533−3.4% | Reduced |
| Alpha Omega Wealth Management LLC | 43,923 | $2.16M | 0.40% | +1,865+4.4% | Added |
| Atria Wealth Solutions, Inc. | 43,739 | $2.15M | 0.02% | +5,491+14.4% | Added |
| Pettyjohn, Wood & White, Inc | 43,104 | $2.12M | 0.42% | −6,661−13.4% | Reduced |
| Gratus Wealth Advisors, LLC | 43,358 | $2.11M | 0.39% | +5,452+14.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,602 | $2.10M | 0.05% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 42,173 | $2.07M | 0.07% | −1,300−3.0% | Reduced |
| Morton Community Bank | 42,003 | $2.07M | 0.59% | +2,560+6.5% | Added |
| GWM Advisors LLC | 41,208 | $2.03M | 0.02% | −32,880−44.4% | Reduced |
| Avantax Advisory Services, Inc. | 41,139 | $2.02M | 0.02% | −12,438−23.2% | Reduced |
| Argent Trust Co | 40,822 | $2.01M | 0.09% | +2,888+7.6% | Added |
| Leelyn Smith, LLC | 40,763 | $2.01M | 0.40% | +2,735+7.2% | Added |
| Prime Capital Investment Advisors, LLC | 40,241 | $1.98M | 0.03% | −2,178−5.1% | Reduced |
| Nordea Investment Management AB | 40,037 | $1.97M | 0.00% | −582−1.4% | Reduced |
| Ally Financial Inc. | 40,000 | $1.97M | 0.27% | 00.0% | Unchanged |
| Stephens Inc | 39,822 | $1.96M | 0.03% | −3,934−9.0% | Reduced |
| Central Pacific Bank - Trust Division | 39,735 | $1.95M | 0.24% | +39,735 | New |
| Integrated Wealth Concepts LLC | 39,583 | $1.95M | 0.03% | +2,143+5.7% | Added |
| IHT Wealth Management, LLC | 39,352 | $1.94M | 0.08% | +7,397+23.1% | Added |
| Ascent Group, LLC | 39,297 | $1.93M | 0.17% | −30.0% | Reduced |
| Resolution Capital Ltd | 39,285 | $1.93M | 0.03% | −12,847−24.6% | Reduced |
| Stoneridge Investment Partners LLC | 39,247 | $1.93M | 0.73% | +27,438+232.3% | Added |
| First Hawaiian Bank | 38,834 | $1.91M | 0.06% | −2,739−6.6% | Reduced |
| NewEdge Wealth, LLC | 36,847 | $1.89M | 0.04% | +6,288+20.6% | Added |
| Tiaa Trust, National Association | 38,111 | $1.87M | 0.01% | +2,924+8.3% | Added |
| Slocum, Gordon & Co LLP | 37,817 | $1.86M | 1.38% | −655−1.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 37,676 | $1.85M | 0.21% | −3,279−8.0% | Reduced |
| Fulton Bank, N.A. | 37,614 | $1.85M | 0.08% | −1,014−2.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 36,838 | $1.81M | 0.17% | −1,370−3.6% | Reduced |
| Group One Trading, L.P. | 36,658 | $1.80M | 0.06% | +36,658 | New |
| United Capital Financial Advisers, LLC | 36,315 | $1.79M | 0.01% | +6,973+23.8% | Added |
| Mutual Advisors, LLC | 36,018 | $1.77M | 0.06% | −1,741−4.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 35,959 | $1.77M | 0.41% | +3,592+11.1% | Added |
| Toroso Investments, LLC | 35,938 | $1.77M | 0.03% | +3,138+9.6% | Added |
| Two Sigma Investments, LP | 35,920 | $1.77M | 0.00% | −318,813−89.9% | Reduced |
| South Dakota Investment Council | 35,724 | $1.76M | 0.04% | +4,000+12.6% | Added |
| Virginia Wealth Management Group, Inc. | 35,629 | $1.75M | 1.43% | +11,397+47.0% | Added |
| Stratos Wealth Partners, LTD. | 35,514 | $1.75M | 0.03% | +852+2.5% | Added |
| Blair William & Co | 35,501 | $1.75M | 0.01% | −277−0.8% | Reduced |
| First Citizens Bank & Trust Co | 35,438 | $1.74M | 0.03% | +1,521+4.5% | Added |
| Park Avenue Securities LLC | 35,328 | $1.74M | 0.02% | −131−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 29,710 | $1.71M | 1.22% | +29,710 | New |
| Massmutual Trust Co FSB | 34,357 | $1.69M | 0.05% | +5,960+21.0% | Added |
| Conning Inc. | 34,252 | $1.68M | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 34,211 | $1.68M | 0.03% | −1,357−3.8% | Reduced |
| Boston Financial Mangement LLC | 33,785 | $1.66M | 0.05% | +19,560+137.5% | Added |
| Metropolitan Life Insurance Co | 33,750 | $1.66M | 0.07% | −311−0.9% | Reduced |
| Financial Security Advisor, Inc. | 33,396 | $1.64M | 0.57% | −1,170−3.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 33,301 | $1.64M | 0.38% | +13,544+68.6% | Added |
| Vestmark Advisory Solutions, Inc. | 32,821 | $1.61M | 0.07% | +4,014+13.9% | Added |
| Money Concepts Capital Corp | 32,595 | $1.60M | 0.15% | +539+1.7% | Added |
| Sandy Spring Bank | 32,385 | $1.59M | 0.07% | +2,485+8.3% | Added |
| Raleigh Capital Management Inc. | 31,913 | $1.57M | 0.68% | −5,143−13.9% | Reduced |
| Vectors Research Management, LLC | 31,246 | $1.54M | 0.43% | −10,300−24.8% | Reduced |
| Profund Advisors LLC | 31,228 | $1.54M | 0.06% | −2,601−7.7% | Reduced |
| 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 30,957 | $1.52M | 0.03% | +3,304+11.9% | Added |
| TCG Advisory Services, LLC | 30,918 | $1.52M | 0.08% | +2,101+7.3% | Added |
| D.A. Davidson & Co. | 30,667 | $1.51M | 0.01% | −6,932−18.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 30,496 | $1.50M | 0.05% | −2,080−6.4% | Reduced |
| Empirical Finance, LLC | 29,858 | $1.47M | 0.09% | +1,015+3.5% | Added |
| Berkshire Bank | 29,764 | $1.46M | 0.36% | −1,465−4.7% | Reduced |
| Bay Rivers Group | 29,713 | $1.46M | 0.80% | −713−2.3% | Reduced |
| Norinchukin Bank, The | 29,655 | $1.46M | 0.04% | −424−1.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 29,636 | $1.46M | 0.05% | −137−0.5% | Reduced |
| Courier Capital LLC | 29,197 | $1.44M | 0.10% | −7,784−21.0% | Reduced |
| Chiron Capital Management, LLC | 28,998 | $1.43M | 1.30% | +7,900+37.4% | Added |
| Altman Advisors, Inc. | 28,833 | $1.42M | 0.69% | +17,380+151.8% | Added |
| First County Bank | 28,809 | $1.42M | 0.69% | +3,817+15.3% | Added |
| Fifth Third Wealth Advisors LLC | 28,797 | $1.42M | 0.22% | +3,940+15.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,748 | $1.41M | 0.04% | −518−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 28,350 | $1.39M | 0.00% | −90,662−76.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,348 | $1.39M | 0.02% | +3,057+12.1% | Added |
| Ieq Capital, LLC | 28,316 | $1.39M | 0.02% | −337−1.2% | Reduced |
| Simplicity Wealth,LLC | 28,235 | $1.39M | 0.03% | +28,235 | New |
| Lowe Brockenbrough & Co Inc | 28,218 | $1.39M | 0.09% | −3,938−12.2% | Reduced |
| Ategra Capital Management, LLC | 28,095 | $1.38M | 0.64% | +796+2.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 29,067 | $1.37M | 0.52% | −3,666−11.2% | Reduced |
| Moloney Securities Asset Management, LLC | 27,768 | $1.37M | 0.21% | +2,522+10.0% | Added |
| Verdence Capital Advisors LLC | 27,748 | $1.36M | 0.12% | +16,256+141.5% | Added |
| Axxcess Wealth Management, LLC | 27,677 | $1.36M | 0.04% | −1,058−3.7% | Reduced |
| Palisade Asset Management, LLC | 27,641 | $1.36M | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 27,615 | $1.36M | 0.09% | −2,197−7.4% | Reduced |
| Pinnacle Associates Ltd | 27,358 | $1.35M | 0.02% | −2,244−7.6% | Reduced |