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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 291 | $14.3K | 0.00% | +7+2.5% | Added |
| Northwest Bank & Trust Co | 294 | $14.4K | 0.01% | +294 | New |
| ESL Trust Services, LLC | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 282 | $15.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 309 | $15.1K | 0.00% | +12+4.0% | Added |
| Plante Moran Financial Advisors, LLC | 318 | $15.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 320 | $15.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 324 | $15.9K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 326 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 339 | $16.6K | 0.00% | +203+149.3% | Added |
| CGC Financial Services, LLC | 339 | $16.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 344 | $16.9K | 0.01% | −18−5.0% | Reduced |
| Sit Investment Associates Inc | 349 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 352 | $17.2K | 0.00% | +10+2.9% | Added |
| Creative Financial Designs Inc | 361 | $17.7K | 0.00% | −29−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 360 | $18.0K | 0.01% | +66+22.4% | Added |
| Wolff Wiese Magana LLC | 373 | $18.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 382 | $18.7K | 0.00% | +382 | New |
| Tyler-Stone Wealth Management | 383 | $18.8K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $19.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 400 | $19.6K | 0.01% | −89−18.2% | Reduced |
| Monetary Management Group Inc | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 407 | $19.9K | 0.00% | −270−39.9% | Reduced |
| First Personal Financial Services | 410 | $20.1K | 0.00% | −100−19.6% | Reduced |
| Operose Advisors LLC | 425 | $20.8K | 0.01% | −2,385−84.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $21.1K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 458 | $22.4K | 0.00% | +216+89.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 468 | $23.0K | 0.01% | +468 | New |
| Riverview Trust Co | 484 | $23.7K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 500 | $24.0K | 0.00% | +500 | New |
| DAGCO, Inc. | 491 | $24.0K | 0.01% | +3+0.6% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 503 | $24.6K | 0.00% | −3−0.6% | Reduced |
| Atlantic Trust, LLC | 538 | $26.4K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 557 | $27.3K | 0.01% | +557 | New |
| Boyd Watterson Asset Management LLC | 557 | $27.3K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $27.3K | 0.02% | – | New |
| Optimum Investment Advisors | 563 | $27.6K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 504 | $27.8K | 0.01% | −519−50.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 577 | $28.3K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 579 | $28.4K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $28.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $28.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $29.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 628 | $30.8K | 0.00% | −391−38.4% | Reduced |
| Center for Financial Planning, Inc. | 641 | $31.4K | 0.00% | −375−36.9% | Reduced |
| Millburn Ridgefield Corp | 647 | $31.7K | 0.00% | −100−13.4% | Reduced |
| Catalyst Capital Advisors LLC | 647 | $31.7K | 0.00% | −100−13.4% | Reduced |
| Rise Advisors, LLC | 649 | $31.8K | 0.02% | +39+6.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 653 | $32.0K | 0.01% | −100−13.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 661 | $32.4K | 0.01% | +9+1.4% | Added |
| Triad Wealth Partners, LLC | 664 | $32.5K | 0.02% | +664 | New |
| Capital Advisors, Ltd. LLC | 670 | $33.0K | 0.00% | +8+1.2% | Added |
| Viking Fund Management LLC | 700 | $34.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 716 | $35.1K | 0.01% | −59−7.6% | Reduced |
| Opal Wealth Advisors, LLC | 723 | $35.4K | 0.01% | +723 | New |
| Kimelman & Baird, LLC | 730 | $35.8K | 0.00% | +730 | New |
| Redwood Wealth Management Group, LLC | 733 | $35.9K | 0.03% | +733 | New |
| JJJ Advisors Inc. | 734 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 752 | $37.0K | 0.01% | −2,477−76.7% | Reduced |
| American Capital Advisory, LLC | 790 | $37.1K | 0.03% | 00.0% | Unchanged |
| Lynx Investment Advisory | 760 | $37.2K | 0.03% | +760 | New |
| MV Capital Management, Inc. | 772 | $37.8K | 0.00% | +127+19.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 777 | $38.1K | 0.00% | −8,204−91.3% | Reduced |
| FSC Wealth Advisors, LLC | 782 | $38.3K | 0.03% | +100+14.7% | Added |
| Briaud Financial Planning, Inc | 819 | $40.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 825 | $40.4K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 834 | $40.9K | 0.03% | +834 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $42.6K | 0.02% | −150−14.7% | Reduced |
| GW&K Investment Management, LLC | 870 | $43.0K | 0.00% | +84+10.7% | Added |
| Canton Hathaway, LLC | 900 | $44.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $44.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $45.2K | 0.02% | +922 | New |
| Western Pacific Wealth Management, LP | 932 | $45.7K | 0.03% | 00.0% | Unchanged |
| City State Bank | 936 | $45.9K | 0.02% | −28−2.9% | Reduced |
| Oakworth Capital, Inc. | 950 | $46.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 979 | $48.0K | 0.01% | −750−43.4% | Reduced |
| Gleason Group, Inc. | 987 | $48.4K | 0.01% | +84+9.3% | Added |
| SIMA Wealth Partners, LLC | 989 | $48.4K | 0.05% | +989 | New |
| Beacon Capital Management, LLC | 995 | $48.8K | 0.01% | +50+5.3% | Added |
| Atwood & Palmer Inc | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 1,006 | $49.3K | 0.03% | +1,006 | New |
| Glen Eagle Advisors, LLC | 1,025 | $50.2K | 0.01% | −1,228−54.5% | Reduced |
| Community Bank, N.A. | 1,055 | $51.7K | 0.01% | −16,507−94.0% | Reduced |
| Silvant Capital Management LLC | 1,071 | $52.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,084 | $53.1K | 0.01% | −305−22.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,099 | $53.9K | 0.05% | +60+5.8% | Added |
| Financial Management Professionals, Inc. | 1,097 | $54.0K | 0.01% | −68−5.8% | Reduced |
| Byrne Asset Management LLC | 1,100 | $54.6K | 0.04% | −200−15.4% | Reduced |
| Private Wealth Management Group, LLC | 1,127 | $55.2K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,142 | $56.0K | 0.02% | +503+78.7% | Added |
| CKW Financial Group | 1,200 | $58.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,184 | $58.0K | 0.02% | −5−0.4% | Reduced |
| Logan Capital Management Inc | 1,250 | $61.3K | 0.00% | −198−13.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,253 | $61.4K | 0.01% | +1,253 | New |
| Covestor Ltd | 1,287 | $63.0K | 0.04% | −363−22.0% | Reduced |