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Livermore
ZHEN

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, Q2 2024

Institutional positions in Dominion Energy, Inc as of Jun 30, 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
1,278
+67 vs. Q1 2024
Shares held
634.4M
+902.4K (+0.1%) vs. Q1 2024
Total value
$31.1B
−$81.5M (−0.3%) vs. Q1 2024
New holders
142
438 more added
Sold out
75
506 more reduced

15 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,278 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ2 2024: $31.1B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2024.

Institutions holding D in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
McClarren Financial Advisors, Inc.49$360.03%+49New
Quest Partners LLC1$490.00%−26−96.3%Reduced
Creative Capital Management Investments LLC1$490.00%+1New
Valued Wealth Advisors LLC2$980.00%00.0%Unchanged
WestEnd Advisors, LLC11$5390.00%−2−15.4%Reduced
ClariVest Asset Management LLC11$5460.00%00.0%Unchanged
Fortis Group Advisors, LLC13$6370.00%−18,927−99.9%Reduced
True Wealth Design, LLC13$6370.00%00.0%Unchanged
TFC Financial Management13$6370.00%+13New
Ruedi Wealth Management, Inc.13$6370.00%+13New
Iron Horse Wealth Management, LLC15$7350.00%00.0%Unchanged
Great Lakes Retirement, Inc.16$7840.00%+16New
Stone House Investment Management, LLC20$9800.00%+20New
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.9$1.00K0.00%00.0%Unchanged
NVWM, LLC21$1.03K0.00%+5+31.3%Added
Redmont Wealth Advisors LLC22$1.08K0.00%00.0%Unchanged
SJS Investment Consulting Inc.24$1.18K0.00%+5+26.3%Added
Atlas Capital Advisors LLC28$1.37K0.00%00.0%Unchanged
Qube Research & Technologies Ltd29$1.42K0.00%−9,694−99.7%Reduced
Tidemark, LLC33$1.62K0.00%00.0%Unchanged
Coston, McIsaac & Partners56$2.00K0.00%+21+60.0%Added
Healthcare of Ontario Pension Plan Trust Fund41$2.01K0.00%+41New
Financial Network Wealth Advisors LLC41$2.01K0.00%+41New
Planning Capital Management Corp44$2.16K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.16K0.00%00.0%Unchanged
Scarborough Advisors, LLC50$2.45K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC50$2.45K0.00%00.0%Unchanged
WealthCollab, LLC54$2.65K0.00%00.0%Unchanged
Thompson Investment Management, Inc.56$2.74K0.00%−240−81.1%Reduced
Bellevue Asset Management, LLC58$2.87K0.00%00.0%Unchanged
Penserra Capital Management LLC66$3.00K0.00%−3−4.3%Reduced
Ritter Daniher Financial Advisory LLC62$3.04K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.63$3.09K0.00%−13−17.1%Reduced
Quarry LP65$3.19K0.00%−225−77.6%Reduced
Centennial Bank71$3.48K0.00%+71New
Morton Brown Family Wealth, LLC72$3.71K0.00%−77−51.7%Reduced
Rogco, LP80$3.92K0.00%−19−19.2%Reduced
Dunhill Financial, LLC81$3.97K0.00%+16+24.6%Added
Rakuten Securities, Inc.82$4.02K0.00%−710−89.6%Reduced
Signature Resources Capital Management, LLC86$4.21K0.00%00.0%Unchanged
Kozak & Associates, Inc.88$4.31K0.00%+2+2.3%Added
Tucker Asset Management LLC91$4.46K0.00%−293−76.3%Reduced
Mascoma Wealth Management LLC100$4.90K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC104$5.10K0.00%+20+23.8%Added
Eagle Bay Advisors LLC107$5.24K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$5.34K0.00%00.0%Unchanged
Fortitude Family Office, LLC111$5.44K0.00%00.0%Unchanged
Highline Wealth Partners LLC112$5.49K0.00%+83+286.2%Added
Prestige Wealth Management Group LLC114$5.59K0.00%−102−47.2%Reduced
Clear Point Advisors Inc.119$5.83K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC120$5.88K0.00%+120New
AlphaMark Advisors, LLC125$6.00K0.00%00.0%Unchanged
Fairscale Capital, LLC127$6.51K0.01%+127New
MB, Levis & Associates, LLC133$6.54K0.00%+1+0.8%Added
DiNuzzo Private Wealth, Inc.140$6.86K0.00%+7+5.3%Added
Wetzel Investment Advisors, Inc.140$6.89K0.00%00.0%Unchanged
Accordant Advisory Group Inc141$6.91K0.01%00.0%Unchanged
Newton One Investments LLC141$6.92K0.00%+2+1.4%Added
Anfield Capital Management, LLC147$7.20K0.00%+147New
Core Alternative Capital149$7.30K0.00%00.0%Unchanged
Trust Co150$7.35K0.00%−500−76.9%Reduced
Barrett & Company, Inc.150$7.35K0.00%00.0%Unchanged
Pacifica Partners Inc.152$7.48K0.00%+77+102.7%Added
Nemes Rush Group LLC154$7.55K0.00%00.0%Unchanged
Larson Financial Group LLC159$7.79K0.00%+86+117.8%Added
Security National Bank159$7.79K0.00%00.0%Unchanged
PSI Advisors, LLC162$7.94K0.00%+102+170.0%Added
Baldwin Brothers Inc166$8.13K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.166$8.13K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.171$8.38K0.00%+21+14.0%Added
WR Wealth Planners, LLC178$8.72K0.00%−39−18.0%Reduced
CarsonAllaria Wealth Management, Ltd.183$9.00K0.01%−3,579−95.1%Reduced
SYSTM Wealth Solutions LLC192$9.41K0.00%−11,016−98.3%Reduced
Albion Financial Group200$9.80K0.00%−600−75.0%Reduced
RE Dickinson Investment Advisors, LLC200$9.80K0.01%00.0%Unchanged
GoalVest Advisory LLC200$9.80K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$9.80K0.01%00.0%Unchanged
Bollard Group LLC198$10.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$10.0K0.01%00.0%Unchanged
Avion Wealth208$10.0K0.00%+30+16.9%Added
Westside Investment Management, Inc.210$10.3K0.00%00.0%Unchanged
Perritt Capital Management Inc210$10.3K0.01%+3+1.4%Added
Winch Advisory Services, LLC212$10.4K0.00%+2+1.0%Added
West Paces Advisors Inc.213$10.4K0.00%00.0%Unchanged
Stephens Consulting, LLC217$10.6K0.00%+217New
Cornerstone Planning Group LLC208$11.2K0.00%+30+16.9%Added
McIlrath & Eck, LLC230$11.3K0.00%00.0%Unchanged
Pingora Partners LLC235$11.5K0.01%+150+176.5%Added
Kelly Financial Services LLC236$11.6K0.00%+3+1.3%Added
Vermillion & White Wealth Management Group, LLC243$11.9K0.01%00.0%Unchanged
Legacy Bridge, LLC245$12.0K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC250$12.3K0.00%00.0%Unchanged
Pineridge Advisors LLC251$12.3K0.00%00.0%Unchanged
Raffa Wealth Management, LLC257$12.6K0.00%+190+283.6%Added
Abound Wealth Management272$13.3K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC280$13.7K0.01%00.0%Unchanged
Johnson Financial Group, Inc.282$13.8K0.00%+27+10.6%Added
Field & Main Bank290$14.2K0.01%−321−52.5%Reduced