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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 16,443 | $808.8K | 0.03% | +16,443 | New |
| Cornerstone Wealth Group, LLC | 16,439 | $808.6K | 0.07% | +2,902+21.4% | Added |
| Burke & Herbert Bank & Trust Co | 16,419 | $807.6K | 0.61% | −40−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 16,233 | $798.5K | 0.04% | +16,233 | New |
| Sovereign Financial Group, Inc. | 16,134 | $793.7K | 0.21% | +631+4.1% | Added |
| Ancora Advisors, LLC | 15,949 | $784.5K | 0.02% | −900−5.3% | Reduced |
| Woodstock Corp | 15,944 | $784.3K | 0.08% | −500−3.0% | Reduced |
| Dover Advisors, LLC | 15,728 | $773.7K | 0.53% | −3,263−17.2% | Reduced |
| Blue Edge Capital, LLC | 15,709 | $772.7K | 0.13% | +9+0.1% | Added |
| Bank of New Hampshire | 15,647 | $769.7K | 0.20% | −2,121−11.9% | Reduced |
| CNB Bank | 15,625 | $768.6K | 0.37% | +1,403+9.9% | Added |
| Garner Asset Management Corp | 15,582 | $767.0K | 0.39% | +11,514+283.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 15,412 | $758.1K | 0.33% | +15,412 | New |
| Horizon Investments, LLC | 15,410 | $758.0K | 0.02% | +38+0.2% | Added |
| John G Ullman & Associates Inc | 15,300 | $752.6K | 0.12% | +15,300 | New |
| Essex Financial Services, Inc. | 15,284 | $751.8K | 0.07% | +15,284 | New |
| Chesley Taft & Associates LLC | 15,227 | $749.0K | 0.04% | +4,550+42.6% | Added |
| Charter Trust Co | 15,177 | $746.6K | 0.05% | −3,233−17.6% | Reduced |
| Whitener Capital Management, Inc. | 15,126 | $744.0K | 0.24% | −419−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,115 | $744.0K | 0.00% | +15,115 | New |
| Spirit of America Management Corp | 15,100 | $742.8K | 0.15% | −1,500−9.0% | Reduced |
| Asset Dedication, LLC | 15,039 | $742.0K | 0.06% | −11,743−43.8% | Reduced |
| Sequoia Financial Advisors, LLC | 15,065 | $741.1K | 0.01% | −3,871−20.4% | Reduced |
| Signaturefd, LLC | 14,912 | $733.5K | 0.02% | +1,180+8.6% | Added |
| Hendershot Investments Inc. | 14,898 | $732.8K | 0.10% | −871−5.5% | Reduced |
| Intrua Financial, LLC | 14,898 | $732.8K | 0.11% | +646+4.5% | Added |
| Vista Investment Management | 14,806 | $728.3K | 0.30% | +14,806 | New |
| Apollon Wealth Management, LLC | 14,778 | $726.9K | 0.02% | −21,594−59.4% | Reduced |
| My Legacy Advisors, LLC | 14,777 | $726.9K | 0.24% | +293+2.0% | Added |
| Adams Wealth Management | 14,723 | $724.2K | 0.18% | −300−2.0% | Reduced |
| Agf Management Ltd | 14,690 | $722.6K | 0.00% | +14,690 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,626 | $719.5K | 0.00% | −25,688−63.7% | Reduced |
| Acorn Financial Advisory Services Inc | 14,622 | $719.2K | 0.14% | −1,783−10.9% | Reduced |
| Founders Financial Alliance, LLC | 14,581 | $717.2K | 0.22% | +17+0.1% | Added |
| Jacobi Capital Management LLC | 14,528 | $714.6K | 0.07% | +538+3.8% | Added |
| Snowden Capital Advisors LLC | 14,516 | $714.0K | 0.02% | +815+5.9% | Added |
| Archford Capital Strategies, LLC | 14,487 | $712.6K | 0.12% | −422−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 14,482 | $712.4K | 0.02% | +55+0.4% | Added |
| Excalibur Management Corp | 14,478 | $712.2K | 0.30% | +1,508+11.6% | Added |
| J.W. Cole Advisors, Inc. | 14,435 | $710.1K | 0.04% | +1,003+7.5% | Added |
| Marco Investment Management LLC | 14,389 | $707.8K | 0.07% | −150−1.0% | Reduced |
| Intech Investment Management LLC | 14,383 | $707.5K | 0.01% | +14,383 | New |
| Venture Visionary Partners LLC | 14,367 | $706.7K | 0.03% | −2,229−13.4% | Reduced |
| Haverford Trust Co | 14,296 | $703.2K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 14,255 | $701.2K | 0.04% | −348−2.4% | Reduced |
| Walleye Capital LLC | 14,200 | $698.5K | 0.01% | +14,200 | New |
| D.B. Root & Company, LLC | 14,144 | $695.7K | 0.24% | −840−5.6% | Reduced |
| TCTC Holdings, LLC | 14,089 | $693.0K | 0.02% | −500−3.4% | Reduced |
| Cypress Capital Group | 13,953 | $686.3K | 0.08% | −544−3.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,934 | $685.4K | 0.02% | +1,844+15.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 13,915 | $684.5K | 0.49% | +1,510+12.2% | Added |
| Brown Brothers Harriman & Co | 13,842 | $680.9K | 0.01% | +1,239+9.8% | Added |
| Joel Isaacson & Co., LLC | 13,830 | $680.3K | 0.04% | −528−3.7% | Reduced |
| PFG Investments, LLC | 13,818 | $679.7K | 0.04% | +13,818 | New |
| TCI Wealth Advisors, Inc. | 13,777 | $677.7K | 0.07% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,678 | $672.8K | 0.03% | −7,592−35.7% | Reduced |
| Principal Securities, Inc. | 13,660 | $671.9K | 0.02% | +383+2.9% | Added |
| Sumitomo Life Insurance Co | 13,578 | $667.9K | 0.02% | −759−5.3% | Reduced |
| Investment Management Corp of Ontario | 13,541 | $666.1K | 0.02% | −6,000−30.7% | Reduced |
| Capstone Investment Advisors, LLC | 13,491 | $663.6K | 0.01% | −7,568−35.9% | Reduced |
| NTV Asset Management LLC | 13,441 | $661.2K | 0.10% | −68−0.5% | Reduced |
| Harbour Investments, Inc. | 13,398 | $659.0K | 0.02% | −603−4.3% | Reduced |
| Buckingham Strategic Partners | 13,357 | $657.1K | 0.02% | +8,118+155.0% | Added |
| Meridian Financial Partners LLC | 13,920 | $652.0K | 0.84% | +71+0.5% | Added |
| Two Sigma Securities, LLC | 13,249 | $651.7K | 0.03% | +4,133+45.3% | Added |
| Ingalls & Snyder LLC | 13,244 | $651.0K | 0.03% | +486+3.8% | Added |
| BCGM Wealth Management, LLC | 13,219 | $650.3K | 0.23% | −621−4.5% | Reduced |
| Pullen Investment Management, LLC | 13,134 | $646.1K | 0.55% | +13,134 | New |
| Campbell Wealth Management | 13,101 | $644.0K | 0.06% | +3,713+39.6% | Added |
| Stonegate Investment Group, LLC | 13,063 | $642.6K | 0.02% | −158−1.2% | Reduced |
| Peoples Bank | 13,034 | $641.0K | 0.50% | −825−6.0% | Reduced |
| Park Place Capital Corp | 13,006 | $639.8K | 0.23% | −1,700−11.6% | Reduced |
| Bard Financial Services, Inc. | 13,000 | $639.5K | 0.07% | −10,000−43.5% | Reduced |
| HighPoint Advisor Group LLC | 12,037 | $638.0K | 0.05% | −1,515−11.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,963 | $637.6K | 0.04% | +4,390+51.2% | Added |
| Holderness Investments Co | 12,918 | $635.4K | 0.16% | +39+0.3% | Added |
| Aviva PLC | 12,856 | $632.4K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 12,808 | $630.0K | 0.03% | −240−1.8% | Reduced |
| Lincoln National Corp | 12,778 | $628.5K | 0.01% | +1,718+15.5% | Added |
| Csenge Advisory Group | 12,602 | $619.9K | 0.03% | −881−6.5% | Reduced |
| Allworth Financial LP | 12,469 | $613.4K | 0.00% | −855−6.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,461 | $612.9K | 0.01% | −2,095−14.4% | Reduced |
| Intrust Bank NA | 12,404 | $610.2K | 0.07% | +1,331+12.0% | Added |
| TownSquare Capital, LLC | 12,338 | $606.9K | 0.01% | +3,308+36.6% | Added |
| Imprint Wealth LLC | 12,332 | $606.2K | 0.15% | +2,503+25.5% | Added |
| Ronald Blue Trust, Inc. | 12,300 | $605.1K | 0.01% | +2,500+25.5% | Added |
| Hilltop Holdings Inc. | 12,293 | $604.6K | 0.07% | −1,152−8.6% | Reduced |
| Global Retirement Partners, LLC | 12,236 | $601.9K | 0.02% | −303−2.4% | Reduced |
| Hayek Kallen Investment Management | 12,191 | $600.0K | 0.23% | −5,877−32.5% | Reduced |
| Keystone Financial Group | 12,190 | $599.7K | 0.09% | +2,283+23.0% | Added |
| Bessemer Group Inc | 12,112 | $596.0K | 0.00% | +375+3.2% | Added |
| Vinva Investment Management Ltd | 12,079 | $594.2K | 0.03% | +5,261+77.2% | Added |
| Robeco Institutional Asset Management B.V. | 12,073 | $593.9K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,030 | $591.8K | 0.01% | +762+6.8% | Added |
| Patten & Patten Inc | 12,022 | $591.4K | 0.04% | +1,501+14.3% | Added |
| Ti-Trust, Inc | 11,929 | $586.8K | 0.43% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 12,357 | $581.0K | 0.11% | 00.0% | Unchanged |
| United Bank | 11,734 | $577.2K | 0.07% | +326+2.9% | Added |
| Midwest Professional Planners, LTD. | 11,712 | $576.1K | 0.20% | +4,533+63.1% | Added |
| Cullen/Frost Bankers, Inc. | 11,681 | $574.6K | 0.01% | −425−3.5% | Reduced |