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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 5,543 | $271.6K | 0.02% | +5,543 | New |
| Compass Ion Advisors, LLC | 5,526 | $271.8K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 5,578 | $271.9K | 0.07% | +5,578 | New |
| Cobblestone Asset Management LLC | 5,557 | $272.3K | 0.18% | +10.0% | Added |
| Northstar Advisory Group, LLC | 5,560 | $272.4K | 0.16% | +5,560 | New |
| Terry L. Blaker | 5,579 | $273.4K | 0.01% | −2,645−32.2% | Reduced |
| Fort Washington Investment Advisors Inc | 5,593 | $274.1K | 0.00% | −10.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $274.4K | 0.02% | 00.0% | Unchanged |
| RK Capital Management, LLC | 5,600 | $274.4K | 0.29% | +5,600 | New |
| Evercore Wealth Management, LLC | 5,612 | $275.0K | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 5,623 | $275.5K | 0.01% | +5,623 | New |
| Wedmont Private Capital | 5,326 | $276.8K | 0.02% | +504+10.5% | Added |
| Salem Investment Counselors Inc | 5,682 | $278.4K | 0.01% | +283+5.2% | Added |
| ABN AMRO Bank N.V. | 5,630 | $278.5K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,684 | $278.5K | 0.01% | +1,259+28.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,720 | $280.3K | 0.05% | +5,720 | New |
| Summit Asset Management, LLC | 5,730 | $280.8K | 0.06% | +804+16.3% | Added |
| River Wealth Advisors LLC | 5,736 | $281.1K | 0.04% | −1,609−21.9% | Reduced |
| Aspiriant, LLC | 5,745 | $281.5K | 0.01% | −870−13.2% | Reduced |
| Cedrus LLC | 5,756 | $282.0K | 0.14% | −162−2.7% | Reduced |
| Prossimo Advisors, LLC | 5,775 | $283.0K | 0.26% | −1,208−17.3% | Reduced |
| Rehmann Capital Advisory Group | 5,799 | $284.2K | 0.02% | +313+5.7% | Added |
| San Luis Wealth Advisors LLC | 5,809 | $285.0K | 0.07% | +5,809 | New |
| Old Port Advisors | 5,819 | $285.1K | 0.09% | −1,601−21.6% | Reduced |
| First National Bank & Trust Co of Newtown | 5,828 | $285.6K | 0.06% | −200−3.3% | Reduced |
| LCNB Corp | 5,828 | $285.6K | 0.11% | +1,502+34.7% | Added |
| Camden National Bank | 5,831 | $285.7K | 0.04% | −23−0.4% | Reduced |
| Violich Capital Management, Inc. | 5,855 | $287.0K | 0.04% | −5,200−47.0% | Reduced |
| Smithfield Trust Co | 5,900 | $289.0K | 0.02% | −150−2.5% | Reduced |
| Marex Group plc | 5,902 | $289.2K | 0.01% | +5,902 | New |
| Alpha Cubed Investments, LLC | 5,911 | $289.6K | 0.01% | +124+2.1% | Added |
| GTS Securities LLC | 5,918 | $290.0K | 0.01% | −18,932−76.2% | Reduced |
| Centre Asset Management, LLC | 5,909 | $290.0K | 0.07% | −1,974−25.0% | Reduced |
| Busey Wealth Management | 5,931 | $290.6K | 0.01% | +96+1.6% | Added |
| Mystic Asset Management, Inc. | 5,939 | $291.0K | 0.12% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,948 | $291.5K | 0.12% | −186−3.0% | Reduced |
| Kinloch Capital, LLC | 5,950 | $291.5K | 0.15% | +599+11.2% | Added |
| Tower Bridge Advisors | 5,968 | $292.4K | 0.03% | −300−4.8% | Reduced |
| ZWJ Investment Counsel Inc | 5,970 | $292.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,986 | $293.3K | 0.00% | −74−1.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $294.0K | 0.25% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,051 | $296.0K | 0.03% | −999−14.2% | Reduced |
| Ethic Inc. | 6,071 | $297.5K | 0.01% | +684+12.7% | Added |
| Luts & Greenleigh Group, Inc | 6,108 | $299.3K | 0.31% | +6,108 | New |
| Clarius Group, LLC | 6,154 | $301.5K | 0.02% | −950−13.4% | Reduced |
| Park National Corp | 6,163 | $302.0K | 0.01% | −587−8.7% | Reduced |
| Paloma Partners Management Co | 6,180 | $302.8K | 0.03% | +6,180 | New |
| Brevan Howard Capital Management LP | 6,201 | $303.8K | 0.02% | +6,201 | New |
| Capital Management Corp | 6,236 | $305.6K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,271 | $307.3K | 0.05% | −104−1.6% | Reduced |
| Farmers Trust Co | 6,293 | $308.4K | 0.06% | −260−4.0% | Reduced |
| Tranquility Partners, LLC | 6,344 | $310.9K | 0.12% | +72+1.1% | Added |
| Sunbelt Securities, Inc. | 6,385 | $312.9K | 0.03% | −289−4.3% | Reduced |
| Summit Trail Advisors, LLC | 6,404 | $313.8K | 0.01% | +1,412+28.3% | Added |
| Abacus Planning Group, Inc. | 6,407 | $313.9K | 0.06% | +1,633+34.2% | Added |
| Hudock, Inc. | 6,422 | $314.7K | 0.06% | +311+5.1% | Added |
| Dynamic Advisor Solutions LLC | 6,428 | $315.0K | 0.01% | +491+8.3% | Added |
| Morningstar Investment Services LLC | 6,348 | $315.0K | 0.00% | +327+5.4% | Added |
| Fulcrum Equity Management | 6,429 | $315.0K | 0.28% | +85+1.3% | Added |
| Diligent Investors, LLC | 6,455 | $316.3K | 0.08% | +200+3.2% | Added |
| Financial Advocates Investment Management | 6,485 | $317.8K | 0.02% | −3,887−37.5% | Reduced |
| Adalta Capital Management LLC | 6,500 | $318.5K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 6,506 | $318.8K | 0.03% | −67−1.0% | Reduced |
| Alpha Family Trust | 6,540 | $320.5K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,545 | $320.7K | 0.01% | −1,838−21.9% | Reduced |
| Delta Financial Group, Inc. | 6,564 | $322.0K | 0.14% | −562−7.9% | Reduced |
| Montag A & Associates Inc | 6,611 | $323.9K | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 6,651 | $325.9K | 0.00% | −13,917−67.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,659 | $326.3K | 0.16% | +66+1.0% | Added |
| Blue Fin Capital, Inc. | 6,664 | $326.6K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 6,681 | $327.4K | 0.01% | −124−1.8% | Reduced |
| Arden Trust Co | 6,681 | $327.4K | 0.05% | +6,681 | New |
| Colonial Trust Co | 6,690 | $327.8K | 0.06% | −151−2.2% | Reduced |
| CNB Bank | 6,720 | $329.3K | 0.16% | −8,905−57.0% | Reduced |
| RiverFront Investment Group, LLC | 6,735 | $330.0K | 0.01% | +1,979+41.6% | Added |
| Trust Point Inc. | 6,769 | $331.7K | 0.03% | −943−12.2% | Reduced |
| International Private Wealth Advisors LLC | 6,784 | $332.4K | 0.56% | +90+1.3% | Added |
| Brighton Jones LLC | 6,865 | $336.4K | 0.01% | +259+3.9% | Added |
| Heritage Trust Co | 6,922 | $339.2K | 0.04% | +832+13.7% | Added |
| Koshinski Asset Management, Inc. | 6,859 | $339.4K | 0.03% | +703+11.4% | Added |
| Graypoint LLC | 6,929 | $339.5K | 0.02% | −196−2.8% | Reduced |
| Parsons Capital Management Inc | 6,939 | $340.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,921 | $340.4K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,001 | $343.0K | 0.01% | +5,850+508.3% | Added |
| Ci Investments Inc. | 7,043 | $345.0K | 0.00% | +472+7.2% | Added |
| BLB&B Advisors, LLC | 7,050 | $345.4K | 0.02% | −340−4.6% | Reduced |
| Shay Capital LLC | 7,050 | $345.4K | 0.10% | +7,050 | New |
| Machina Capital S.A.S. | 7,104 | $348.1K | 0.16% | +7,104 | New |
| LRI Investments, LLC | 7,113 | $348.5K | 0.04% | +6,501+1,062.3% | Added |
| Capital Asset Advisory Services LLC | 7,053 | $349.0K | 0.02% | −2,132−23.2% | Reduced |
| Legacy Financial Advisors, Inc. | 7,142 | $350.0K | 0.06% | +7,142 | New |
| Sheets Smith Wealth Management | 7,151 | $350.4K | 0.04% | +118+1.7% | Added |
| Catalyst Financial Partners LLC | 7,180 | $351.8K | 0.08% | −20−0.3% | Reduced |
| Pensionmark Financial Group, LLC | 7,185 | $352.1K | 0.02% | +7,185 | New |
| Private Wealth Partners, LLC | 7,200 | $352.8K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,216 | $353.6K | 0.01% | −608−7.8% | Reduced |
| Moneta Group Investment Advisors LLC | 7,221 | $353.8K | 0.01% | −1,225−14.5% | Reduced |
| Investors Research Corp | 7,248 | $355.2K | 0.08% | 00.0% | Unchanged |
| Fragasso Group Inc. | 7,262 | $355.9K | 0.03% | +114+1.6% | Added |
| MidWestOne Financial Group, Inc. | 7,290 | $357.2K | 0.06% | −1,180−13.9% | Reduced |