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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 1,295 | $63.5K | 0.01% | +1,240+2,254.5% | Added |
| Strategic Investment Solutions, Inc. | 1,072 | $63.7K | 0.02% | +1,072 | New |
| Pinnacle Bancorp, Inc. | 1,336 | $65.5K | 0.02% | −680−33.7% | Reduced |
| Venturi Wealth Management, LLC | 1,342 | $65.8K | 0.00% | +822+158.1% | Added |
| Gen-Wealth Partners Inc | 1,346 | $66.0K | 0.03% | −2,188−61.9% | Reduced |
| ORG Partners LLC | 1,418 | $68.1K | 0.01% | +860+154.1% | Added |
| FWL Investment Management, LLC | 1,390 | $68.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,426 | $69.9K | 0.01% | −147−9.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,500 | $73.5K | 0.01% | +1,500 | New |
| Piscataqua Savings Bank | 1,517 | $74.3K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,525 | $75.0K | 0.04% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,581 | $77.4K | 0.05% | +1,581 | New |
| Global Trust Asset Management, LLC | 1,594 | $78.1K | 0.03% | −10−0.6% | Reduced |
| Evermay Wealth Management LLC | 1,602 | $78.5K | 0.01% | −200−11.1% | Reduced |
| Cultivar Capital, Inc. | 1,603 | $78.5K | 0.07% | +1,603 | New |
| Riggs Asset Managment Co. Inc. | 1,612 | $79.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,613 | $79.0K | 0.00% | −3,060−65.5% | Reduced |
| Unique Wealth Strategies, LLC | 1,629 | $80.1K | 0.04% | +1,629 | New |
| Leonteq Securities AG | 1,708 | $83.7K | 0.01% | +1,708 | New |
| SOA Wealth Advisors, LLC. | 1,708 | $83.7K | 0.02% | +10+0.6% | Added |
| Laurel Wealth Advisors LLC | 1,715 | $84.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,720 | $84.3K | 0.08% | −1,993−53.7% | Reduced |
| Union Savings Bank | 1,770 | $86.7K | 0.05% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,779 | $87.2K | 0.07% | +1,779 | New |
| Tradewinds Capital Management, LLC | 1,809 | $88.7K | 0.03% | +23+1.3% | Added |
| Deseret Mutual Benefit Administrators | 1,850 | $90.7K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,873 | $91.8K | 0.02% | −1,930−50.7% | Reduced |
| Crewe Advisors LLC | 1,884 | $92.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,900 | $93.1K | 0.01% | −100−5.0% | Reduced |
| Evolution Advisers, Inc. | 1,957 | $95.0K | 0.05% | −2,053−51.2% | Reduced |
| Sawyer & Company, Inc | 1,944 | $95.0K | 0.04% | −150−7.2% | Reduced |
| Washington Trust Advisors, Inc. | 2,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,046 | $100.3K | 0.04% | +2,046 | New |
| Carolinas Wealth Consulting LLC | 2,051 | $100.5K | 0.02% | −1,634−44.3% | Reduced |
| Macroview Investment Management LLC | 2,051 | $100.5K | 0.11% | 00.0% | Unchanged |
| Allianz SE | 2,100 | $102.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,232 | $109.4K | 0.04% | +1,767+380.0% | Added |
| First Foundation Advisors | 2,258 | $110.6K | 0.00% | +40+1.8% | Added |
| Bray Capital Advisors | 2,274 | $111.4K | 0.03% | +925+68.6% | Added |
| Jamison Private Wealth Management, Inc. | 2,277 | $111.6K | 0.02% | +14+0.6% | Added |
| Independence Bank of Kentucky | 2,280 | $111.7K | 0.03% | −1,660−42.1% | Reduced |
| First Financial Corp | 2,300 | $112.7K | 0.06% | −306−11.7% | Reduced |
| Alta Advisers Ltd | 2,300 | $112.7K | 0.05% | +300+15.0% | Added |
| Burkett Financial Services, LLC | 2,327 | $114.0K | 0.06% | +30+1.3% | Added |
| Parkside Financial Bank & Trust | 2,337 | $114.5K | 0.02% | +34+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 2,421 | $118.6K | 0.01% | +2,421 | New |
| Centerpoint Advisors, LLC | 2,430 | $119.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,425 | $119.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,435 | $119.3K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 2,248 | $119.6K | 0.05% | +69+3.2% | Added |
| Valley National Advisers Inc | 2,504 | $122.0K | 0.02% | +198+8.6% | Added |
| S.A. Mason LLC | 2,498 | $122.4K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $124.9K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,552 | $125.0K | 0.03% | +337+15.2% | Added |
| Motco | 2,599 | $127.4K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,611 | $127.9K | 0.69% | −108−4.0% | Reduced |
| Cromwell Holdings LLC | 2,666 | $130.6K | 0.08% | +2,666 | New |
| HHM Wealth Advisors, LLC | 2,683 | $131.5K | 0.02% | +1,200+80.9% | Added |
| Rosenberg Matthew Hamilton | 2,775 | $133.2K | 0.04% | −7−0.3% | Reduced |
| CVA Family Office, LLC | 2,753 | $134.9K | 0.02% | +31+1.1% | Added |
| Dynamic Wealth Strategies, LLC | 2,785 | $136.0K | 0.12% | +14+0.5% | Added |
| Y.D. More Investments Ltd | 2,889 | $141.6K | 0.01% | +2,889 | New |
| Sound Income Strategies, LLC | 2,926 | $143.4K | 0.01% | −71−2.4% | Reduced |
| Hilltop National Bank | 2,938 | $144.0K | 0.05% | +197+7.2% | Added |
| Pittenger & Anderson Inc | 3,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,000 | $147.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,071 | $150.5K | 0.02% | −317−9.4% | Reduced |
| Richardson Financial Services Inc. | 3,120 | $152.9K | 0.11% | −546−14.9% | Reduced |
| Smartleaf Asset Management LLC | 3,104 | $154.0K | 0.03% | +735+31.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,195 | $156.6K | 0.04% | +13+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $161.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,337 | $163.5K | 0.01% | +3,337 | New |
| Ransom Advisory, Ltd | 3,400 | $166.6K | 0.08% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 3,408 | $167.0K | 0.11% | +3,408 | New |
| State of Wyoming | 3,457 | $169.4K | 0.03% | +3,457 | New |
| Grove Bank & Trust | 3,642 | $178.5K | 0.03% | −544−13.0% | Reduced |
| Tompkins Financial Corp | 3,720 | $182.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,726 | $182.6K | 0.02% | −266−6.7% | Reduced |
| Front Row Advisors LLC | 3,735 | $183.0K | 0.06% | −300−7.4% | Reduced |
| Delta Asset Management LLC | 3,765 | $184.5K | 0.02% | −500−11.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,766 | $184.5K | 0.06% | +990+35.7% | Added |
| Widmann Financial Services, Inc. | 3,780 | $185.2K | 0.15% | +3,780 | New |
| NBC Securities, Inc. | 3,800 | $186.0K | 0.02% | −4,091−51.8% | Reduced |
| North Star Investment Management Corp. | 3,837 | $188.0K | 0.01% | −1,122−22.6% | Reduced |
| Washington Trust Co | 3,894 | $190.8K | 0.01% | −1,946−33.3% | Reduced |
| Gradient Investments LLC | 3,915 | $191.9K | 0.00% | +2,737+232.3% | Added |
| Massmutual Trust Co FSB | 3,988 | $195.4K | 0.01% | −30,369−88.4% | Reduced |
| Register Financial Advisors LLC | 4,048 | $198.3K | 0.10% | −387−8.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,086 | $200.2K | 0.02% | +4,086 | New |
| Sterling Investment Counsel, LLC | 4,101 | $200.9K | 0.08% | −1,107−21.3% | Reduced |
| Wealth Quarterback LLC | 4,130 | $202.4K | 0.11% | −259−5.9% | Reduced |
| Arkadios Wealth Advisors | 4,141 | $202.9K | 0.01% | +4,141 | New |
| David J Yvars Group | 4,141 | $202.9K | 0.13% | +4,141 | New |
| Novak & Powell Financial Services, Inc. | 4,156 | $203.6K | 0.13% | +36+0.9% | Added |
| Gateway Investment Advisers LLC | 4,170 | $204.3K | 0.00% | −1,272−23.4% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $204.6K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,179 | $204.8K | 0.03% | −456−9.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,186 | $205.1K | 0.07% | −225−5.1% | Reduced |
| MidAtlantic Capital Management, Inc. | 4,195 | $205.6K | 0.17% | −464−10.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,198 | $205.7K | 0.13% | 00.0% | Unchanged |