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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 6,485 | $319.0K | 0.04% | +242+3.9% | Added |
| Prio Wealth Limited Partnership | 6,472 | $318.4K | 0.01% | +1,998+44.7% | Added |
| Northwest Bancshares, Inc. | 6,375 | $313.6K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,344 | $312.1K | 0.37% | +86+1.4% | Added |
| Armor Investment Advisors, LLC | 6,309 | $310.3K | 0.15% | −6,853−52.1% | Reduced |
| Citizens National Bank Trust Department | 6,273 | $308.6K | 0.07% | −4,745−43.1% | Reduced |
| Tranquility Partners, LLC | 6,272 | $308.5K | 0.12% | +137+2.2% | Added |
| Tower Bridge Advisors | 6,268 | $308.3K | 0.03% | −650−9.4% | Reduced |
| Diligent Investors, LLC | 6,255 | $307.7K | 0.08% | −350−5.3% | Reduced |
| Summit Financial Group Inc | 6,252 | $307.5K | 0.11% | −216−3.3% | Reduced |
| Capital Management Corp | 6,236 | $306.7K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,156 | $302.8K | 0.03% | +6,156 | New |
| Brown Miller Wealth Management, LLC | 6,134 | $301.8K | 0.13% | +1,118+22.3% | Added |
| Hudock, Inc. | 6,111 | $300.6K | 0.07% | −206−3.3% | Reduced |
| Meyer Handelman Co | 6,093 | $299.7K | 0.01% | −3,640−37.4% | Reduced |
| Heritage Trust Co | 6,090 | $299.6K | 0.04% | −33−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,061 | $298.1K | 0.01% | −5,311−46.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,060 | $298.1K | 0.00% | −46−0.8% | Reduced |
| Atomi Financial Group, Inc. | 6,053 | $297.7K | 0.03% | +1,445+31.4% | Added |
| First National Bank & Trust Co of Newtown | 6,028 | $296.5K | 0.06% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,009 | $295.6K | 0.09% | −350−5.5% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $295.2K | 0.24% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 6,001 | $295.2K | 0.19% | +6,001 | New |
| Clearstead Advisors, LLC | 5,564 | $295.1K | 0.01% | +1,814+48.4% | Added |
| American National Bank & Trust Co | 5,985 | $294.3K | 0.07% | +5,985 | New |
| Banco BTG Pactual S.A. | 5,971 | $293.7K | 0.09% | +5,971 | New |
| ZWJ Investment Counsel Inc | 5,970 | $293.7K | 0.01% | +280+4.9% | Added |
| Sunpointe, LLC | 5,964 | $293.4K | 0.33% | +171+3.0% | Added |
| Smithfield Trust Co | 6,050 | $293.0K | 0.02% | −5,962−49.6% | Reduced |
| Confluence Wealth Services, Inc. | 5,950 | $292.7K | 0.03% | −2,242−27.4% | Reduced |
| Mystic Asset Management, Inc. | 5,939 | $292.1K | 0.12% | +40+0.7% | Added |
| Dynamic Advisor Solutions LLC | 5,937 | $292.0K | 0.01% | +323+5.8% | Added |
| Morningstar Investment Services LLC | 6,021 | $292.0K | 0.00% | −7,683−56.1% | Reduced |
| Cedrus LLC | 5,918 | $291.1K | 0.16% | −1,128−16.0% | Reduced |
| Camden National Bank | 5,854 | $288.0K | 0.05% | +23+0.4% | Added |
| Washington Trust Co | 5,840 | $287.3K | 0.01% | −13,091−69.2% | Reduced |
| Busey Wealth Management | 5,835 | $287.0K | 0.01% | −96−1.6% | Reduced |
| Lantz Financial LLC | 5,823 | $286.4K | 0.09% | +222+4.0% | Added |
| Alpha Cubed Investments, LLC | 5,787 | $284.7K | 0.01% | +600+11.6% | Added |
| Private Trust Co NA | 5,782 | $284.4K | 0.03% | +848+17.2% | Added |
| Ostrum Asset Management | 5,684 | $279.6K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 5,661 | $278.5K | 0.01% | +704+14.2% | Added |
| Kepos Capital LP | 5,654 | $278.0K | 0.07% | −261−4.4% | Reduced |
| First Command Advisory Services, Inc. | 5,649 | $277.9K | 0.00% | −244−4.1% | Reduced |
| ABN AMRO Bank N.V. | 5,630 | $277.4K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,617 | $276.3K | 0.01% | +5,617 | New |
| Evercore Wealth Management, LLC | 5,612 | $276.1K | 0.00% | −2,180−28.0% | Reduced |
| Northwest Financial Advisors | 5,611 | $276.0K | 0.30% | +808+16.8% | Added |
| Moody Lynn & Lieberson, LLC | 5,600 | $275.5K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,594 | $275.2K | 0.00% | −171−3.0% | Reduced |
| Cobblestone Asset Management LLC | 5,556 | $273.3K | 0.19% | +600+12.1% | Added |
| Chesapeake Wealth Management | 5,554 | $273.2K | 0.10% | −1,389−20.0% | Reduced |
| Hyman Charles D | 5,539 | $272.0K | 0.02% | −333−5.7% | Reduced |
| QRG Capital Management, Inc. | 5,526 | $271.8K | 0.00% | +5,526 | New |
| Compass Ion Advisors, LLC | 5,526 | $271.8K | 0.04% | −834−13.1% | Reduced |
| FDx Advisors, Inc. | 5,485 | $270.0K | 0.04% | −7,303−57.1% | Reduced |
| Rehmann Capital Advisory Group | 5,486 | $269.9K | 0.02% | −154−2.7% | Reduced |
| Gateway Investment Advisers LLC | 5,442 | $267.7K | 0.00% | +1,169+27.4% | Added |
| HF Advisory Group, LLC | 5,431 | $267.1K | 0.15% | +300+5.8% | Added |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,258 | $266.4K | 0.01% | −36−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,411 | $266.2K | 0.02% | −1,023−15.9% | Reduced |
| SFMG, LLC | 5,405 | $265.9K | 0.02% | +5,405 | New |
| Salem Investment Counselors Inc | 5,399 | $265.6K | 0.01% | −53−1.0% | Reduced |
| Lantern Wealth Advisors, LLC | 5,390 | $265.2K | 0.19% | +11+0.2% | Added |
| Ethic Inc. | 5,387 | $265.0K | 0.01% | +16+0.3% | Added |
| Kingfisher Capital LLC | 5,367 | $264.0K | 0.06% | +74+1.4% | Added |
| Campion Asset Management LLC | 5,366 | $264.0K | 0.20% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 5,351 | $263.2K | 0.14% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 5,351 | $263.2K | 0.14% | +669+14.3% | Added |
| Nabity-Jensen Investment Management Inc | 5,336 | $262.5K | 0.22% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,326 | $262.0K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,362 | $261.6K | 0.14% | +5,362 | New |
| Philadelphia Trust Co | 5,280 | $260.0K | 0.02% | −650−11.0% | Reduced |
| Continuum Advisory, LLC | 4,919 | $259.9K | 0.04% | −2,727−35.7% | Reduced |
| New Hampshire Trust | 5,282 | $259.8K | 0.06% | −311−5.6% | Reduced |
| Independent Financial Group, LLC | 5,279 | $259.7K | 0.01% | −1,299−19.7% | Reduced |
| Adirondack Trust Co | 5,248 | $258.1K | 0.11% | −85−1.6% | Reduced |
| Sterling Investment Counsel, LLC | 5,208 | $256.2K | 0.12% | +125+2.5% | Added |
| Novare Capital Management LLC | 5,177 | $254.7K | 0.02% | +5,177 | New |
| RSM US Wealth Management LLC | 5,157 | $253.7K | 0.01% | +230+4.7% | Added |
| Colonial Trust Advisors | 5,145 | $253.1K | 0.03% | −914−15.1% | Reduced |
| Shelton Capital Management | 5,132 | $252.4K | 0.01% | −100−1.9% | Reduced |
| Bogart Wealth, LLC | 5,131 | $252.4K | 0.01% | −1,819−26.2% | Reduced |
| Flynn Zito Capital Management, LLC | 5,126 | $252.1K | 0.13% | +686+15.5% | Added |
| MEMBERS Trust Co | 5,125 | $252.1K | 0.01% | −75−1.4% | Reduced |
| Berger Financial Group, Inc | 5,089 | $250.3K | 0.02% | +5,089 | New |
| Fulton Breakefield Broenniman LLC | 5,027 | $247.3K | 0.02% | −200−3.8% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $246.2K | 0.18% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,992 | $245.6K | 0.01% | −953−16.0% | Reduced |
| LifePlan Financial, LLC | 4,990 | $245.4K | 0.22% | +4,990 | New |
| Lion Street Advisors, LLC | 5,205 | $244.6K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,959 | $243.9K | 0.02% | +122+2.5% | Added |
| Vantage Consulting Group Inc | 4,950 | $243.5K | 0.15% | +22+0.4% | Added |
| Stokes Family Office, LLC | 4,943 | $243.2K | 0.03% | +8+0.2% | Added |
| Summit Asset Management, LLC | 4,926 | $242.3K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,905 | $241.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 4,874 | $240.0K | 0.04% | −1,180−19.5% | Reduced |
| Wedmont Private Capital | 4,822 | $238.9K | 0.02% | +596+14.1% | Added |
| Sound View Wealth Advisors Group, LLC | 4,850 | $238.6K | 0.03% | −925−16.0% | Reduced |