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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 4,200 | $205.8K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,195 | $206.0K | 0.07% | +4,195 | New |
| Essex Savings Bank | 4,205 | $206.0K | 0.06% | +4,205 | New |
| Meyer Handelman Co | 4,233 | $207.4K | 0.01% | −1,860−30.5% | Reduced |
| Hunter Associates Investment Management LLC | 4,222 | $208.0K | 0.03% | −93−2.2% | Reduced |
| Visionary Wealth Advisors | 4,274 | $209.4K | 0.01% | −573−11.8% | Reduced |
| Chapin Davis, Inc. | 4,292 | $210.3K | 0.07% | +125+3.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,300 | $210.7K | 0.05% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 4,315 | $211.4K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,318 | $211.6K | 0.03% | −429−9.0% | Reduced |
| KC Investment Advisors, LLC | 4,321 | $211.7K | 0.11% | −182−4.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,433 | $212.8K | 0.08% | −296−6.3% | Reduced |
| Edgestream Partners, L.P. | 4,374 | $214.3K | 0.01% | +4,374 | New |
| Kepos Capital LP | 4,403 | $216.0K | 0.08% | −1,251−22.1% | Reduced |
| NorthStar Asset Management LLC | 4,410 | $216.1K | 0.15% | +4,410 | New |
| Regal Investment Advisors LLC | 4,416 | $216.4K | 0.01% | +21+0.5% | Added |
| Mather Group, LLC. | 4,399 | $216.4K | 0.00% | +443+11.2% | Added |
| King Luther Capital Management Corp | 4,420 | $216.6K | 0.00% | +4,420 | New |
| Athena Investment Management | 4,426 | $216.9K | 0.13% | −49−1.1% | Reduced |
| Aspect Partners, LLC | 4,438 | $217.5K | 0.13% | +3,019+212.8% | Added |
| Epoch Investment Partners, Inc. | 4,445 | $217.8K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 4,449 | $218.0K | 0.02% | +305+7.4% | Added |
| Sunpointe, LLC | 4,492 | $220.1K | 0.14% | −1,472−24.7% | Reduced |
| Congress Wealth Management LLC | 4,515 | $221.3K | 0.00% | −184−3.9% | Reduced |
| Sage Mountain Advisors LLC | 4,525 | $221.7K | 0.02% | +4,525 | New |
| First Command Advisory Services, Inc. | 4,527 | $221.8K | 0.00% | −1,122−19.9% | Reduced |
| Meridian Financial, LLC | 4,535 | $222.2K | 0.16% | +130+3.0% | Added |
| CX Institutional | 4,550 | $223.0K | 0.01% | +257+6.0% | Added |
| Resources Management Corp | 4,549 | $223.0K | 0.03% | −325−6.7% | Reduced |
| Lantz Financial LLC | 4,588 | $224.8K | 0.07% | −1,235−21.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $225.0K | 0.00% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,596 | $225.2K | 0.03% | −2,565−35.8% | Reduced |
| Chicago Partners Investment Group LLC | 4,257 | $226.5K | 0.01% | −1,001−19.0% | Reduced |
| Vantage Consulting Group Inc | 4,626 | $226.7K | 0.17% | −324−6.5% | Reduced |
| LifePlan Financial, LLC | 4,632 | $227.0K | 0.21% | −358−7.2% | Reduced |
| Continuum Advisory, LLC | 4,641 | $227.4K | 0.03% | −278−5.7% | Reduced |
| Fisher Asset Management, LLC | 4,647 | $227.7K | 0.00% | +495+11.9% | Added |
| Spinnaker Trust | 4,657 | $228.2K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,729 | $231.7K | 0.21% | −111−2.3% | Reduced |
| Waldron Private Wealth LLC | 4,757 | $233.1K | 0.01% | +537+12.7% | Added |
| Wolverine Asset Management LLC | 4,799 | $235.2K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,907 | $235.6K | 0.15% | +60+1.2% | Added |
| Walker Asset Management, LLC | 4,828 | $236.6K | 0.16% | +61+1.3% | Added |
| Kingfisher Capital LLC | 4,841 | $237.0K | 0.06% | −526−9.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,840 | $237.2K | 0.02% | −10−0.2% | Reduced |
| Commonwealth Financial Services, LLC | 4,809 | $237.2K | 0.05% | −189−3.8% | Reduced |
| Bogart Wealth, LLC | 4,849 | $237.6K | 0.01% | −282−5.5% | Reduced |
| Chesapeake Wealth Management | 4,886 | $239.4K | 0.09% | −668−12.0% | Reduced |
| Symmetry Partners, LLC | 4,905 | $240.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,907 | $240.4K | 0.04% | +79+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,911 | $240.7K | 0.02% | −116−2.3% | Reduced |
| Apexium Financial, LP | 4,925 | $241.3K | 0.02% | +4,925 | New |
| Interchange Capital Partners, LLC | 4,938 | $242.0K | 0.09% | +4,938 | New |
| Northwest Financial Advisors | 4,940 | $242.1K | 0.25% | −671−12.0% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $243.7K | 0.05% | −1,300−20.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,000 | $245.0K | 0.20% | +5,000 | New |
| Longview Financial Advisors, Inc. | 5,006 | $245.3K | 0.19% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,036 | $246.8K | 0.02% | −375−6.9% | Reduced |
| Farther Finance Advisors, LLC | 5,154 | $247.4K | 0.01% | +665+14.8% | Added |
| Independent Financial Group, LLC | 5,061 | $248.0K | 0.01% | −218−4.1% | Reduced |
| QRG Capital Management, Inc. | 5,067 | $248.3K | 0.00% | −459−8.3% | Reduced |
| Berger Financial Group, Inc | 5,089 | $249.4K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,100 | $249.9K | 0.14% | +5,100 | New |
| Stoneridge Investment Partners LLC | 5,109 | $250.0K | 0.09% | −34,138−87.0% | Reduced |
| Evergreen Capital Management LLC | 5,114 | $250.6K | 0.01% | +340+7.1% | Added |
| Confluence Wealth Services, Inc. | 5,125 | $251.1K | 0.02% | −825−13.9% | Reduced |
| Colonial Trust Advisors | 5,126 | $251.2K | 0.02% | −19−0.4% | Reduced |
| Shelton Capital Management | 5,130 | $251.4K | 0.01% | −20.0% | Reduced |
| Clearbridge Investments, LLC | 5,134 | $251.6K | 0.00% | +659+14.7% | Added |
| ASB Consultores, LLC | 5,161 | $252.9K | 0.09% | +557+12.1% | Added |
| Campion Asset Management LLC | 5,166 | $253.1K | 0.20% | −200−3.7% | Reduced |
| Flynn Zito Capital Management, LLC | 5,179 | $253.8K | 0.13% | +53+1.0% | Added |
| Lion Street Advisors, LLC | 5,190 | $254.2K | 0.09% | −15−0.3% | Reduced |
| M Holdings Securities, Inc. | 5,198 | $255.0K | 0.03% | +5,198 | New |
| Cornerstone Wealth Management, LLC | 5,244 | $257.0K | 0.02% | +921+21.3% | Added |
| Adirondack Trust Co | 5,248 | $257.2K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,274 | $258.4K | 0.02% | −410−7.2% | Reduced |
| FNY Investment Advisers, LLC | 5,300 | $259.0K | 0.17% | +5,300 | New |
| Siemens Fonds Invest GmbH | 5,286 | $259.0K | 0.02% | −3,527−40.0% | Reduced |
| Stokes Family Office, LLC | 5,293 | $259.4K | 0.03% | +350+7.1% | Added |
| Flputnam Investment Management Co | 5,303 | $259.8K | 0.00% | +503+10.5% | Added |
| Boltwood Capital Management | 5,304 | $259.9K | 0.08% | −705−11.7% | Reduced |
| United Advisor Group, LLC | 5,311 | $260.2K | 0.08% | +5,311 | New |
| Dividend Assets Capital, LLC | 5,326 | $261.0K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 4,741 | $261.2K | 0.02% | +4,741 | New |
| Nabity-Jensen Investment Management Inc | 5,336 | $261.5K | 0.21% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 5,351 | $262.2K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,389 | $264.1K | 0.03% | +5,389 | New |
| Lantern Wealth Advisors, LLC | 5,401 | $264.7K | 0.19% | +11+0.2% | Added |
| SFMG, LLC | 5,405 | $264.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,418 | $265.5K | 0.01% | −1,181−17.9% | Reduced |
| Capital Analysts, LLC | 5,428 | $266.0K | 0.01% | +990+22.3% | Added |
| MKT Advisors LLC | 5,387 | $266.5K | 0.13% | +25+0.5% | Added |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 5,463 | $267.7K | 0.01% | −198−3.5% | Reduced |
| HF Advisory Group, LLC | 5,464 | $267.7K | 0.14% | +33+0.6% | Added |
| Private Trust Co NA | 5,479 | $268.5K | 0.03% | −303−5.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,512 | $270.1K | 0.01% | −549−9.1% | Reduced |
| Hyman Charles D | 5,539 | $271.0K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,536 | $271.3K | 0.07% | −2,164−28.1% | Reduced |