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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 11,550 | $568.1K | 0.02% | +11,550 | New |
| Caldwell Trust Co | 11,522 | $566.8K | 0.07% | −1,773−13.3% | Reduced |
| Plimoth Trust Co LLC | 11,480 | $564.7K | 0.15% | −495−4.1% | Reduced |
| Wetherby Asset Management Inc | 11,450 | $563.2K | 0.03% | +715+6.7% | Added |
| Jeppson Wealth Management, LLC | 11,449 | $563.2K | 0.22% | +5,717+99.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,420 | $561.8K | 0.03% | +56+0.5% | Added |
| Hall Capital Management Co Inc | 11,356 | $558.6K | 0.28% | −1,280−10.1% | Reduced |
| Stony Point Wealth Management Inc. | 11,355 | $558.6K | 0.24% | +228+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 11,346 | $558.0K | 0.02% | −2,202−16.3% | Reduced |
| Empowered Funds, LLC | 11,313 | $556.5K | 0.01% | +2,406+27.0% | Added |
| Procyon Private Wealth Partners, LLC | 11,311 | $556.4K | 0.04% | −1,283−10.2% | Reduced |
| TCW Group Inc | 11,278 | $554.8K | 0.01% | −1,943−14.7% | Reduced |
| Pathway Financial Advisers, LLC | 11,270 | $554.4K | 0.20% | −746−6.2% | Reduced |
| Insigneo Advisory Services, LLC | 11,263 | $554.0K | 0.07% | −1,383−10.9% | Reduced |
| Principle Wealth Partners LLC | 11,234 | $552.6K | 0.04% | +4,854+76.1% | Added |
| GAMMA Investing LLC | 11,218 | $551.8K | 0.11% | +4,521+67.5% | Added |
| SYSTM Wealth Solutions LLC | 11,208 | $551.3K | 0.07% | −1,331−10.6% | Reduced |
| AQR Capital Management LLC | 11,180 | $547.9K | 0.00% | −119−1.1% | Reduced |
| Violich Capital Management, Inc. | 11,055 | $544.0K | 0.08% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,043 | $543.0K | 0.23% | −700−6.0% | Reduced |
| Heritage Investors Management Corp | 11,015 | $542.0K | 0.02% | +575+5.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 10,964 | $539.3K | 0.07% | −18,379−62.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,959 | $539.1K | 0.02% | +70+0.6% | Added |
| Equitable Holdings, Inc. | 10,865 | $534.4K | 0.01% | +929+9.3% | Added |
| Grimes & Company, Inc. | 10,864 | $534.4K | 0.02% | +1,488+15.9% | Added |
| Lido Advisors, LLC | 10,754 | $529.0K | 0.00% | +1,043+10.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,714 | $527.0K | 0.06% | +320+3.1% | Added |
| Parcion Private Wealth LLC | 10,696 | $526.1K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,614 | $522.1K | 0.05% | −16−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 10,584 | $520.6K | 0.03% | +432+4.3% | Added |
| Key Financial Inc | 10,580 | $520.4K | 0.13% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 10,514 | $517.2K | 0.98% | +10,514 | New |
| Vise Technologies, Inc. | 10,448 | $513.9K | 0.10% | +3,095+42.1% | Added |
| Modera Wealth Management, LLC | 10,440 | $513.5K | 0.01% | −609−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,017 | $510.7K | 0.04% | +7,047+237.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,376 | $510.4K | 0.20% | −2,452−19.1% | Reduced |
| Financial Advocates Investment Management | 10,372 | $510.2K | 0.03% | +615+6.3% | Added |
| Kingswood Wealth Advisors, LLC | 10,342 | $508.7K | 0.06% | +3,387+48.7% | Added |
| Longfellow Investment Management Co LLC | 10,305 | $506.9K | 0.11% | +79+0.8% | Added |
| SPC Financial, Inc. | 10,294 | $506.4K | 0.05% | −354−3.3% | Reduced |
| Eagle Ridge Investment Management | 10,245 | $504.0K | 0.05% | +3,792+58.8% | Added |
| Triangle Securities Wealth Management | 10,194 | $501.5K | 0.14% | −1,710−14.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,167 | $500.1K | 0.01% | +545+5.7% | Added |
| HBK Sorce Advisory LLC | 9,982 | $491.0K | 0.02% | +702+7.6% | Added |
| Meeder Advisory Services, Inc. | 9,905 | $487.2K | 0.05% | +1,567+18.8% | Added |
| Fidelis Capital Partners, LLC | 9,885 | $486.2K | 0.07% | +4,171+73.0% | Added |
| Phoenix Wealth Advisors | 9,844 | $484.2K | 0.29% | +533+5.7% | Added |
| MONECO Advisors, LLC | 9,840 | $484.0K | 0.08% | +9,840 | New |
| Centurion Wealth Management LLC | 9,839 | $484.0K | 0.19% | +390+4.1% | Added |
| Jones Financial Companies LLLP | 9,815 | $482.8K | 0.00% | +3,622+58.5% | Added |
| Mechanics Bank Trust Department | 9,803 | $482.2K | 0.07% | −75−0.8% | Reduced |
| HM Payson & Co | 9,802 | $482.2K | 0.01% | −7,358−42.9% | Reduced |
| Inspire Trust Co, N.A. | 9,800 | $482.1K | 0.27% | +9,800 | New |
| NorthRock Partners, LLC | 9,798 | $482.0K | 0.02% | −699−6.7% | Reduced |
| Lindbrook Capital, LLC | 9,783 | $481.2K | 0.05% | −1,384−12.4% | Reduced |
| Vident Advisory, LLC | 9,735 | $478.9K | 0.01% | +1,859+23.6% | Added |
| Qube Research & Technologies Ltd | 9,723 | $478.3K | 0.00% | +5,555+133.3% | Added |
| FineMark National Bank & Trust | 9,720 | $478.1K | 0.02% | −191−1.9% | Reduced |
| Renaissance Group LLC | 9,711 | $477.7K | 0.02% | −114−1.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,706 | $477.4K | 0.06% | −228−2.3% | Reduced |
| Level Four Advisory Services, LLC | 10,131 | $476.1K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,250 | $475.4K | 0.01% | −4,217−31.3% | Reduced |
| GYL Financial Synergies, LLC | 9,660 | $475.2K | 0.04% | −3,406−26.1% | Reduced |
| Canal Capital Management, LLC | 9,643 | $474.4K | 0.08% | −3,928−28.9% | Reduced |
| Savant Capital, LLC | 9,596 | $472.0K | 0.01% | −236−2.4% | Reduced |
| Armstrong Advisory Group, Inc | 9,984 | $469.3K | 0.05% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 9,511 | $467.8K | 0.09% | −892−8.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,507 | $467.7K | 0.15% | +400+4.4% | Added |
| Tradewinds, LLC. | 9,481 | $466.4K | 0.41% | +9,481 | New |
| Kidder Stephen W | 9,439 | $464.3K | 0.15% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 9,418 | $463.3K | 0.22% | −40−0.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,395 | $462.0K | 0.21% | +9+0.1% | Added |
| Salvus Wealth Management, LLC | 9,311 | $458.0K | 0.31% | −9−0.1% | Reduced |
| Burney Co | 9,304 | $457.7K | 0.02% | −1,500−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,299 | $457.4K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 9,295 | $457.2K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,259 | $455.5K | 0.03% | −19−0.2% | Reduced |
| TFG Advisers LLC | 9,201 | $452.6K | 0.18% | −475−4.9% | Reduced |
| Fiduciary Group LLC | 9,189 | $452.0K | 0.05% | +681+8.0% | Added |
| Nations Financial Group Inc, | 9,131 | $449.2K | 0.04% | −425−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,112 | $448.2K | 0.01% | −565−5.8% | Reduced |
| Balentine LLC | 9,111 | $448.2K | 0.01% | −1,885−17.1% | Reduced |
| V-Square Quantitative Management LLC | 9,094 | $447.3K | 0.07% | +3,454+61.2% | Added |
| Capital Asset Advisory Services LLC | 9,185 | $446.1K | 0.03% | −331−3.5% | Reduced |
| Schmidt P J Investment Management Inc | 9,056 | $445.5K | 0.08% | −2,539−21.9% | Reduced |
| We Are One Seven, LLC | 9,050 | $445.2K | 0.02% | +58+0.6% | Added |
| Outfitter Financial LLC | 9,040 | $444.7K | 0.37% | −175−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,981 | $441.8K | 0.02% | +7,931+755.3% | Added |
| Central Bank & Trust Co | 8,949 | $440.1K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,916 | $439.0K | 0.08% | −96−1.1% | Reduced |
| Valmark Advisers, Inc. | 8,893 | $437.4K | 0.01% | −624−6.6% | Reduced |
| Hantz Financial Services, Inc. | 8,881 | $437.0K | 0.01% | −97−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 8,830 | $434.3K | 0.13% | +1,014+13.0% | Added |
| Headinvest, LLC | 8,829 | $434.3K | 0.08% | −145−1.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,813 | $433.5K | 0.03% | −16,077−64.6% | Reduced |
| Welch Group, LLC | 8,778 | $431.8K | 0.02% | −136−1.5% | Reduced |
| Rowland & Co Investment Counsel | 8,716 | $428.8K | 0.09% | +30.0% | Added |
| Wedbush Securities Inc | 8,704 | $428.0K | 0.02% | +114+1.3% | Added |
| ICW Investment Advisors LLC | 8,685 | $427.2K | 0.19% | −602−6.5% | Reduced |
| FinTrust Capital Advisors, LLC | 8,667 | $426.3K | 0.08% | +2,356+37.3% | Added |