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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 27,301 | $1.34M | 0.21% | −2,203−7.5% | Reduced |
| Kingsview Wealth Management, LLC | 27,023 | $1.33M | 0.03% | +2,058+8.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,553 | $1.31M | 0.03% | +65+0.2% | Added |
| All Terrain Financial Advisors, LLC | 26,364 | $1.30M | 0.56% | +303+1.2% | Added |
| Strategic Planning Group, LLC | 26,322 | $1.29M | 0.32% | +4,424+20.2% | Added |
| Johnson Investment Counsel Inc | 26,233 | $1.29M | 0.01% | −403−1.5% | Reduced |
| Canandaigua National Bank & Trust Co | 26,170 | $1.29M | 0.19% | −1,331−4.8% | Reduced |
| Integrated Advisors Network LLC | 26,044 | $1.28M | 0.07% | +343+1.3% | Added |
| Bull Street Advisors, LLC | 25,838 | $1.27M | 0.61% | +6,567+34.1% | Added |
| Main Street Group, LTD | 25,579 | $1.26M | 0.55% | +1,165+4.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $1.25M | 0.02% | +25,500 | New |
| United Services Automobile Association | 25,336 | $1.25M | 0.03% | +1,760+7.5% | Added |
| HB Wealth Management, LLC | 25,161 | $1.24M | 0.02% | +3,721+17.4% | Added |
| Beacon Pointe Advisors, LLC | 25,160 | $1.24M | 0.01% | −12,305−32.8% | Reduced |
| Veriti Management LLC | 25,131 | $1.24M | 0.09% | +5,812+30.1% | Added |
| Pensionfund Sabic | 25,000 | $1.23M | 0.36% | 00.0% | Unchanged |
| GTS Securities LLC | 24,850 | $1.22M | 0.03% | +16,529+198.6% | Added |
| Kestra Private Wealth Services, LLC | 24,681 | $1.21M | 0.03% | +1,339+5.7% | Added |
| Ridgewood Investments LLC | 24,536 | $1.21M | 0.64% | +210+0.9% | Added |
| Farmers & Merchants Investments Inc | 24,501 | $1.21M | 0.04% | −13,590−35.7% | Reduced |
| Moors & Cabot, Inc. | 24,299 | $1.20M | 0.06% | −1,778−6.8% | Reduced |
| Arrow Financial Corp | 24,196 | $1.19M | 0.12% | +1,341+5.9% | Added |
| Stock Yards Bank & Trust Co | 23,679 | $1.16M | 0.04% | +1,339+6.0% | Added |
| Bleakley Financial Group, LLC | 23,639 | $1.16M | 0.03% | +1,425+6.4% | Added |
| Assetmark, Inc | 23,061 | $1.13M | 0.00% | −2,235−8.8% | Reduced |
| Personal Cfo Solutions, LLC | 23,017 | $1.13M | 0.18% | +13,575+143.8% | Added |
| First National Trust Co | 22,892 | $1.13M | 0.05% | −8,246−26.5% | Reduced |
| Wealth Alliance | 22,889 | $1.13M | 0.15% | +3,006+15.1% | Added |
| Tocqueville Asset Management L.P. | 22,754 | $1.12M | 0.02% | −1,050−4.4% | Reduced |
| Squarepoint Ops LLC | 22,694 | $1.12M | 0.00% | +20+0.1% | Added |
| Rakuten Investment Management, Inc. | 22,501 | $1.11M | 0.01% | +20,432+987.5% | Added |
| Capital Investment Counsel, Inc | 22,497 | $1.11M | 0.19% | +640+2.9% | Added |
| City Holding Co | 22,483 | $1.11M | 0.17% | −917−3.9% | Reduced |
| Ontario Teachers Pension Plan Board | 22,400 | $1.10M | 0.01% | +9,891+79.1% | Added |
| Sigma Planning Corp | 22,327 | $1.10M | 0.03% | +13,397+150.0% | Added |
| Concurrent Investment Advisors, LLC | 22,307 | $1.10M | 0.04% | −1,205−5.1% | Reduced |
| Advisory Services Network, LLC | 22,211 | $1.09M | 0.02% | −649−2.8% | Reduced |
| MAI Capital Management | 22,095 | $1.09M | 0.01% | +6,797+44.4% | Added |
| Umb Bank N A | 21,551 | $1.06M | 0.02% | −7,119−24.8% | Reduced |
| Rothschild Investment LLC | 21,412 | $1.05M | 0.08% | +1,707+8.7% | Added |
| Elmwood Wealth Management, Inc. | 21,402 | $1.05M | 0.45% | +8,905+71.3% | Added |
| Teacher Retirement System of Texas | 21,273 | $1.05M | 0.01% | −17,150−44.6% | Reduced |
| Radnor Capital Management, LLC | 21,262 | $1.05M | 0.18% | −140−0.7% | Reduced |
| NEOS Investment Management LLC | 21,102 | $1.04M | 0.06% | +9,198+77.3% | Added |
| Alberta Investment Management Corp | 20,900 | $1.03M | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 20,869 | $1.03M | 0.03% | +621+3.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 20,819 | $1.02M | 0.02% | −663−3.1% | Reduced |
| NBT Bank N A | 20,807 | $1.02M | 0.07% | −1,952−8.6% | Reduced |
| Bokf, NA | 20,810 | $1.02M | 0.02% | −1,905−8.4% | Reduced |
| 3Chopt Investment Partners, LLC | 20,768 | $1.02M | 0.42% | −59−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 20,675 | $1.02M | 0.02% | −77,568−79.0% | Reduced |
| Jarislowsky, Fraser Ltd | 20,568 | $1.01M | 0.01% | −5,000−19.6% | Reduced |
| SageView Advisory Group, LLC | 20,504 | $1.01M | 0.06% | −9,927−32.6% | Reduced |
| Culbertson A N & Co Inc | 20,473 | $1.01M | 0.17% | −2,200−9.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 20,449 | $1.01M | 0.47% | +1,857+10.0% | Added |
| Anchor Investment Management, LLC | 20,443 | $1.01M | 0.11% | −1,733−7.8% | Reduced |
| Cullinan Associates Inc | 20,378 | $1.00M | 0.06% | −1,700−7.7% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.00M | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 20,003 | $983.9K | 0.05% | +3,127+18.5% | Added |
| PBMares Wealth Management LLC | 19,924 | $980.1K | 0.26% | +3,556+21.7% | Added |
| Schnieders Capital Management LLC | 19,808 | $974.4K | 0.20% | −5,375−21.3% | Reduced |
| Atlantic Union Bankshares Corp | 19,776 | $972.8K | 0.08% | −1,922−8.9% | Reduced |
| Lloyd Advisory Services, LLC. | 19,640 | $966.3K | 0.21% | +15,278+350.3% | Added |
| Peoples Financial Services Corp. | 19,628 | $965.3K | 0.42% | −742−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 18,829 | $964.6K | 0.03% | +7,818+71.0% | Added |
| Thomasville National Bank | 19,549 | $961.6K | 0.08% | −8,088−29.3% | Reduced |
| Azimuth Capital Investment Management LLC | 19,514 | $959.9K | 0.04% | +106+0.5% | Added |
| Degroof Petercam Asset Management | 19,500 | $959.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 19,104 | $939.7K | 0.06% | −446−2.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,069 | $938.0K | 0.74% | +53+0.3% | Added |
| Waters Parkerson & Co., LLC | 19,076 | $938.0K | 0.05% | −184−1.0% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $932.9K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 18,940 | $931.7K | 0.17% | +18,914+72,746.2% | Added |
| Eagle Harbor Asset Management Inc | 18,937 | $931.5K | 0.99% | +46+0.2% | Added |
| Marietta Investment Partners LLC | 18,884 | $928.9K | 0.20% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 18,700 | $919.9K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 17,992 | $918.8K | 0.26% | +698+4.0% | Added |
| South State Corp. | 18,643 | $917.0K | 0.07% | −3,559−16.0% | Reduced |
| Heritage Wealth Advisors | 18,470 | $908.5K | 0.04% | +359+2.0% | Added |
| Simmons Bank | 18,433 | $906.7K | 0.07% | −800−4.2% | Reduced |
| Coldstream Capital Management Inc | 18,259 | $898.2K | 0.02% | +3,507+23.8% | Added |
| Chickasaw Capital Management LLC | 18,216 | $896.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18,179 | $893.0K | 0.00% | +16,815+1,232.8% | Added |
| United Asset Strategies, Inc. | 18,034 | $887.1K | 0.09% | +9,353+107.7% | Added |
| Groupama Asset Managment | 2,106 | $878.1K | 0.02% | −18,511−89.8% | Reduced |
| Reuter James Wealth Management, LLC | 17,838 | $877.5K | 0.61% | −391−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 17,719 | $871.6K | 0.03% | −409−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 17,665 | $868.9K | 0.02% | +358+2.1% | Added |
| Community Bank, N.A. | 17,562 | $863.7K | 0.11% | −3,070−14.9% | Reduced |
| Pinnacle Financial Partners Inc | 17,287 | $850.3K | 0.02% | −288−1.6% | Reduced |
| First Horizon Advisors, Inc. | 17,120 | $842.1K | 0.03% | −47−0.3% | Reduced |
| Beacon Financial Advisory LLC | 17,116 | $841.9K | 0.41% | +6,454+60.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $833.8K | 0.01% | +1,249+8.0% | Added |
| Taylor Hoffman Wealth Management | 16,836 | $828.2K | 0.35% | −1,160−6.4% | Reduced |
| Patten Group, Inc. | 16,806 | $826.7K | 0.20% | −3,966−19.1% | Reduced |
| Verus Financial Partners, Inc. | 16,795 | $826.2K | 0.10% | −320−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 16,754 | $824.1K | 0.18% | −1,656−9.0% | Reduced |
| Liberty One Investment Management, LLC | 16,651 | $819.1K | 0.09% | +3,753+29.1% | Added |
| Greenleaf Trust | 16,514 | $812.3K | 0.01% | +3,469+26.6% | Added |
| Arlington Capital Management, Inc. | 16,476 | $810.5K | 0.67% | +197+1.2% | Added |