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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 8,659 | $425.9K | 0.26% | 00.0% | Unchanged |
| First United Bank Trust | 8,565 | $421.3K | 0.16% | −1,589−15.6% | Reduced |
| Kovack Advisors, Inc. | 8,559 | $421.0K | 0.05% | −6−0.1% | Reduced |
| 1st Source Bank | 8,513 | $418.8K | 0.02% | −100−1.2% | Reduced |
| Perpetual Ltd | 8,600 | $417.3K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,470 | $416.6K | 0.07% | +97+1.2% | Added |
| Banque Cantonale Vaudoise | 8,465 | $416.0K | 0.02% | −26,439−75.7% | Reduced |
| Moneta Group Investment Advisors LLC | 8,446 | $415.5K | 0.01% | −288−3.3% | Reduced |
| Hexagon Capital Partners LLC | 8,429 | $414.6K | 0.09% | +3,330+65.3% | Added |
| Derbend Asset Management | 8,422 | $414.3K | 0.20% | +775+10.1% | Added |
| Boston Private Wealth LLC | 8,383 | $412.4K | 0.01% | −325−3.7% | Reduced |
| Glenview Trust Co | 8,339 | $410.2K | 0.01% | −650−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,327 | $409.6K | 0.05% | −7,317−46.8% | Reduced |
| Marcum Wealth, LLC | 8,277 | $407.1K | 0.04% | +2,612+46.1% | Added |
| Ameritas Advisory Services, LLC | 8,028 | $406.4K | 0.02% | +3,152+64.6% | Added |
| Terry L. Blaker | 8,224 | $404.4K | 0.03% | −1,113−11.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 8,194 | $403.1K | 0.53% | +8,194 | New |
| Cullen Capital Management LLC | 8,066 | $396.8K | 0.00% | +209+2.7% | Added |
| Aptus Capital Advisors, LLC | 8,043 | $395.6K | 0.01% | +1,657+25.9% | Added |
| Mainstay Capital Management LLC | 7,959 | $391.5K | 0.07% | +2,174+37.6% | Added |
| Systematic Portfolios LLC | 7,950 | $391.1K | 1.34% | +7,950 | New |
| NBC Securities, Inc. | 7,891 | $388.0K | 0.04% | −57,380−87.9% | Reduced |
| Centre Asset Management, LLC | 7,883 | $388.0K | 0.09% | −275−3.4% | Reduced |
| Whittier Trust Co | 7,851 | $386.1K | 0.01% | −359−4.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 7,835 | $385.4K | 0.07% | −750−8.7% | Reduced |
| Crestwood Advisors Group LLC | 7,824 | $384.9K | 0.01% | −53−0.7% | Reduced |
| Precedent Wealth Partners, LLC | 7,792 | $383.3K | 0.16% | +1,835+30.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,785 | $382.9K | 0.16% | +974+14.3% | Added |
| Invesco, LLC | 7,750 | $381.2K | 0.16% | 00.0% | Unchanged |
| RVW Wealth, LLC | 7,725 | $380.0K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,723 | $379.9K | 0.01% | −138−1.8% | Reduced |
| Trust Point Inc. | 7,712 | $379.4K | 0.03% | −2,863−27.1% | Reduced |
| Beech Hill Advisors, Inc. | 7,708 | $379.2K | 0.16% | −200−2.5% | Reduced |
| Wrapmanager Inc | 7,700 | $378.8K | 0.11% | −1,116−12.7% | Reduced |
| Fruth Investment Management | 7,675 | $377.0K | 0.10% | −1,000−11.5% | Reduced |
| EP Wealth Advisors, LLC | 7,624 | $375.0K | 0.00% | +739+10.7% | Added |
| Commerzbank Aktiengesellschaft | 7,612 | $375.0K | 0.01% | +1,007+15.2% | Added |
| CoreCap Advisors, LLC | 7,621 | $374.9K | 0.02% | +2,294+43.1% | Added |
| JBR Co Financial Management Inc | 7,616 | $374.6K | 0.30% | −100−1.3% | Reduced |
| Cornerstone Advisory, LLC | 7,613 | $374.5K | 0.05% | +145+1.9% | Added |
| International Assets Investment Management, LLC | 7,613 | $374.3K | 0.04% | +7,613 | New |
| Leavell Investment Management, Inc. | 7,578 | $373.0K | 0.02% | −600−7.3% | Reduced |
| Cobblestone Capital Advisors LLC | 7,565 | $372.1K | 0.02% | +894+13.4% | Added |
| Quadrant Capital Group LLC | 7,544 | $371.1K | 0.03% | −167−2.2% | Reduced |
| Parallel Advisors, LLC | 7,527 | $370.3K | 0.01% | +720+10.6% | Added |
| Colony Group, LLC | 7,522 | $370.0K | 0.00% | +863+13.0% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $368.4K | 0.33% | +13+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,504 | $367.8K | 0.07% | +320+4.5% | Added |
| Wealthspire Advisors, LLC | 7,464 | $367.1K | 0.00% | −1,160−13.5% | Reduced |
| CWA Asset Management Group, LLC | 7,443 | $366.1K | 0.02% | +1,666+28.8% | Added |
| Old Port Advisors | 7,420 | $365.0K | 0.11% | −1,597−17.7% | Reduced |
| Smith, Moore & Co. | 7,419 | $364.9K | 0.04% | −136−1.8% | Reduced |
| Cidel Asset Management Inc | 7,413 | $364.6K | 0.03% | +486+7.0% | Added |
| BLB&B Advisors, LLC | 7,390 | $363.5K | 0.02% | −658−8.2% | Reduced |
| First Trust Investment Solutions L.P. | 7,359 | $362.0K | 0.06% | +7,359 | New |
| River Wealth Advisors LLC | 7,345 | $361.3K | 0.05% | −2,769−27.4% | Reduced |
| Danske Bank A/S | 7,300 | $359.1K | 0.00% | +7,300 | New |
| Investors Research Corp | 7,248 | $356.5K | 0.08% | +631+9.5% | Added |
| Premier Path Wealth Partners, LLC | 7,248 | $356.5K | 0.07% | +913+14.4% | Added |
| Romano Brothers and Company | 7,232 | $355.7K | 0.05% | +1,200+19.9% | Added |
| Legacy Wealth Asset Management, LLC | 7,203 | $354.3K | 0.10% | +359+5.2% | Added |
| Manchester Capital Management LLC | 7,202 | $354.3K | 0.04% | +16+0.2% | Added |
| Private Wealth Partners, LLC | 7,200 | $354.2K | 0.03% | −2,000−21.7% | Reduced |
| Centennial Wealth Advisory LLC | 7,182 | $353.3K | 0.16% | +184+2.6% | Added |
| Harbour Trust & Investment Management Co | 7,161 | $352.3K | 0.04% | −1,700−19.2% | Reduced |
| Fragasso Group Inc. | 7,148 | $351.6K | 0.03% | +96+1.4% | Added |
| Delta Financial Group, Inc. | 7,126 | $351.0K | 0.10% | +474+7.1% | Added |
| Graypoint LLC | 7,125 | $350.5K | 0.03% | +1,679+30.8% | Added |
| Clarius Group, LLC | 7,104 | $349.4K | 0.02% | +2,307+48.1% | Added |
| Catalyst Financial Partners LLC | 7,200 | $347.9K | 0.09% | −339−4.5% | Reduced |
| Morningstar Investment Management LLC | 7,050 | $347.0K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 7,037 | $346.1K | 0.09% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,033 | $345.9K | 0.04% | +19+0.3% | Added |
| Prossimo Advisors, LLC | 6,983 | $343.0K | 0.66% | −1,860−21.0% | Reduced |
| St Germain D J Co Inc | 6,942 | $341.5K | 0.02% | +387+5.9% | Added |
| Parsons Capital Management Inc | 6,939 | $341.3K | 0.02% | −92−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,921 | $340.4K | 0.06% | +283+4.3% | Added |
| Bluefin Capital Management, LLC | 6,900 | $339.4K | 0.05% | +6,900 | New |
| Quotient Wealth Partners, LLC | 6,846 | $336.8K | 0.01% | −2,722−28.4% | Reduced |
| Passumpsic Savings Bank | 6,842 | $336.6K | 0.22% | +6,842 | New |
| Colonial Trust Co | 6,841 | $336.5K | 0.06% | +3,444+101.4% | Added |
| Signature Estate & Investment Advisors LLC | 6,805 | $334.7K | 0.01% | +1,468+27.5% | Added |
| Park National Corp | 6,750 | $332.0K | 0.01% | +73+1.1% | Added |
| Saturna Capital CORP | 6,750 | $332.0K | 0.00% | +6,750 | New |
| International Private Wealth Advisors LLC | 6,694 | $329.3K | 0.64% | +6,694 | New |
| Nomura Holdings Inc | 6,681 | $328.6K | 0.00% | −36,209−84.4% | Reduced |
| Sunbelt Securities, Inc. | 6,674 | $328.3K | 0.04% | +46+0.7% | Added |
| Blue Fin Capital, Inc. | 6,664 | $327.8K | 0.07% | −152−2.2% | Reduced |
| Aspiriant, LLC | 6,615 | $325.4K | 0.01% | +127+2.0% | Added |
| Montag A & Associates Inc | 6,611 | $325.2K | 0.02% | −1,428−17.8% | Reduced |
| Brighton Jones LLC | 6,606 | $325.0K | 0.01% | −416−5.9% | Reduced |
| IFP Advisors, Inc | 6,599 | $324.6K | 0.01% | −632−8.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,593 | $324.3K | 0.16% | +288+4.6% | Added |
| Syon Capital LLC | 6,573 | $323.3K | 0.03% | −2,175−24.9% | Reduced |
| Ci Investments Inc. | 6,571 | $323.0K | 0.00% | +1,988+43.4% | Added |
| Farmers Trust Co | 6,553 | $322.3K | 0.06% | +31+0.5% | Added |
| Cambridge Trust Co | 6,547 | $322.0K | 0.01% | −1,000−13.3% | Reduced |
| Alpha Family Trust | 6,540 | $321.7K | 0.19% | +6,540 | New |
| Adalta Capital Management LLC | 6,500 | $319.7K | 0.18% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 6,489 | $319.0K | 0.34% | +6,489 | New |