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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 7,300 | $357.7K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 7,324 | $358.9K | 0.06% | −180−2.4% | Reduced |
| Centennial Wealth Advisory LLC | 7,381 | $361.7K | 0.16% | +199+2.8% | Added |
| Cornerstone Advisory, LLC | 7,402 | $362.7K | 0.05% | −211−2.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,404 | $362.8K | 0.01% | −624−7.8% | Reduced |
| Fruth Investment Management | 7,425 | $363.0K | 0.10% | −250−3.3% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $363.0K | 0.14% | +7,417 | New |
| Lawson Kroeker Investment Management Inc | 7,410 | $363.1K | 0.07% | −425−5.4% | Reduced |
| Cidel Asset Management Inc | 7,413 | $363.2K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,422 | $363.7K | 0.04% | +30.0% | Added |
| Passumpsic Savings Bank | 7,440 | $364.6K | 0.26% | +598+8.7% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $367.0K | 0.26% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,531 | $369.0K | 0.03% | −2,252−23.0% | Reduced |
| Cobblestone Capital Advisors LLC | 7,591 | $372.0K | 0.02% | +26+0.3% | Added |
| JBR Co Financial Management Inc | 7,616 | $373.2K | 0.26% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 7,634 | $374.1K | 0.22% | +7,634 | New |
| Merit Financial Group, LLC | 7,640 | $374.4K | 0.01% | −1,610−17.4% | Reduced |
| Parallel Advisors, LLC | 7,699 | $377.3K | 0.01% | +172+2.3% | Added |
| Beech Hill Advisors, Inc. | 7,708 | $377.7K | 0.16% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,711 | $377.8K | 0.16% | −74−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,722 | $378.4K | 0.11% | +519+7.2% | Added |
| RVW Wealth, LLC | 7,725 | $378.5K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,739 | $379.2K | 0.01% | +893+13.0% | Added |
| Invesco, LLC | 7,750 | $379.8K | 0.16% | 00.0% | Unchanged |
| Saturna Capital CORP | 7,750 | $379.8K | 0.01% | +1,000+14.8% | Added |
| Central Bank & Trust Co | 7,762 | $380.3K | 0.05% | −1,187−13.3% | Reduced |
| Keudell/Morrison Wealth Management | 7,799 | $382.1K | 0.11% | −1,031−11.7% | Reduced |
| Manchester Capital Management LLC | 7,822 | $383.3K | 0.05% | +620+8.6% | Added |
| Commerzbank Aktiengesellschaft | 7,834 | $384.0K | 0.01% | +222+2.9% | Added |
| Whittier Trust Co | 7,851 | $384.7K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,782 | $385.1K | 0.02% | +7,782 | New |
| 1st Source Bank | 7,936 | $388.9K | 0.02% | −577−6.8% | Reduced |
| D.B. Root & Company, LLC | 7,946 | $389.4K | 0.13% | −6,198−43.8% | Reduced |
| Mainstay Capital Management LLC | 7,959 | $390.0K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,961 | $390.1K | 0.00% | +497+6.7% | Added |
| Marcum Wealth, LLC | 7,989 | $391.4K | 0.04% | −288−3.5% | Reduced |
| Quadrant Capital Group LLC | 7,998 | $391.9K | 0.03% | +454+6.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,008 | $392.4K | 0.09% | −21,628−73.0% | Reduced |
| SeaCrest Wealth Management, LLC | 8,065 | $395.2K | 0.04% | −262−3.1% | Reduced |
| Commonwealth Retirement Investments LLC | 8,159 | $399.8K | 0.18% | −1,259−13.4% | Reduced |
| First United Bank Trust | 8,202 | $401.9K | 0.15% | −363−4.2% | Reduced |
| Cullen Capital Management LLC | 8,217 | $402.6K | 0.00% | +151+1.9% | Added |
| BKD Wealth Advisors, LLC | 8,235 | $403.5K | 0.01% | +512+6.6% | Added |
| 1620 Investment Advisors, Inc. | 8,307 | $407.0K | 0.31% | +8,307 | New |
| FinTrust Capital Advisors, LLC | 8,327 | $408.0K | 0.08% | −340−3.9% | Reduced |
| Glenview Trust Co | 8,339 | $408.6K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,403 | $411.7K | 0.01% | −6,079−42.0% | Reduced |
| Leavell Investment Management, Inc. | 8,423 | $413.0K | 0.02% | +845+11.2% | Added |
| Pointe Capital Management LLC | 8,443 | $413.7K | 0.26% | −216−2.5% | Reduced |
| Readystate Asset Management LP | 8,477 | $415.4K | 0.02% | +8,477 | New |
| EP Wealth Advisors, LLC | 8,538 | $418.4K | 0.00% | +914+12.0% | Added |
| AlphaStar Capital Management, LLC | 8,393 | $418.4K | 0.04% | +8,393 | New |
| Alan B. Lancz & Associates, Inc. | 8,542 | $418.6K | 0.41% | +8,542 | New |
| Sharp Financial Services, LLC | 8,550 | $418.9K | 0.36% | +8,550 | New |
| Schmidt P J Investment Management Inc | 8,564 | $419.6K | 0.08% | −492−5.4% | Reduced |
| Hardin Capital Partners, LLC | 8,599 | $421.4K | 0.27% | +8,599 | New |
| Atomi Financial Group, Inc. | 8,600 | $421.4K | 0.03% | +2,547+42.1% | Added |
| Searle & Co. | 8,611 | $421.9K | 0.10% | +1,574+22.4% | Added |
| ICW Investment Advisors LLC | 8,631 | $422.9K | 0.19% | −54−0.6% | Reduced |
| Rowland & Co Investment Counsel | 8,636 | $423.2K | 0.09% | −80−0.9% | Reduced |
| Hantz Financial Services, Inc. | 8,772 | $430.0K | 0.01% | −109−1.2% | Reduced |
| Welch Group, LLC | 8,778 | $430.1K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 8,789 | $430.6K | 0.07% | +1,541+21.3% | Added |
| Valmark Advisers, Inc. | 8,812 | $431.8K | 0.01% | −81−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,821 | $432.2K | 0.01% | −478−5.1% | Reduced |
| Cigna Investments Inc | 8,826 | $433.0K | 0.08% | −90−1.0% | Reduced |
| Headinvest, LLC | 8,869 | $434.6K | 0.09% | +40+0.5% | Added |
| CoreCap Advisors, LLC | 8,940 | $438.1K | 0.05% | +1,319+17.3% | Added |
| Oak Harbor Wealth Partners, LLC | 9,012 | $441.6K | 0.14% | −495−5.2% | Reduced |
| Hexagon Capital Partners LLC | 9,018 | $441.9K | 0.10% | +589+7.0% | Added |
| VeraBank, N.A. | 9,029 | $442.4K | 0.14% | −266−2.9% | Reduced |
| Outfitter Financial LLC | 9,030 | $442.5K | 0.37% | −10−0.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,038 | $442.8K | 0.13% | +9,038 | New |
| SS&H Financial Advisors, Inc. | 9,043 | $443.0K | 0.17% | −2,000−18.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,054 | $443.6K | 0.01% | −4,880−35.0% | Reduced |
| Man Group plc | 9,100 | $445.9K | 0.00% | +9,100 | New |
| We Are One Seven, LLC | 9,144 | $448.0K | 0.02% | +94+1.0% | Added |
| Fiduciary Group LLC | 9,179 | $449.8K | 0.05% | −10−0.1% | Reduced |
| Mechanics Bank Trust Department | 9,203 | $450.9K | 0.06% | −600−6.1% | Reduced |
| Mutual Advisors, LLC | 8,526 | $451.1K | 0.01% | −27,492−76.3% | Reduced |
| Salvus Wealth Management, LLC | 9,277 | $454.6K | 0.31% | −34−0.4% | Reduced |
| Burney Co | 9,304 | $455.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9,340 | $457.7K | 0.01% | −2,006−17.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,386 | $459.9K | 0.03% | −1,925−17.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,403 | $461.0K | 0.31% | +8+0.1% | Added |
| TFG Advisers LLC | 9,427 | $461.9K | 0.18% | +226+2.5% | Added |
| Kidder Stephen W | 9,439 | $462.5K | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,444 | $462.8K | 0.02% | −276−2.8% | Reduced |
| Chemung Canal Trust Co | 9,511 | $466.0K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,562 | $468.5K | 0.00% | −1,303−12.0% | Reduced |
| Park Place Capital Corp | 9,570 | $468.9K | 0.15% | −3,436−26.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,592 | $470.0K | 0.07% | −114−1.2% | Reduced |
| Nations Financial Group Inc, | 9,633 | $472.0K | 0.04% | +502+5.5% | Added |
| Aptus Capital Advisors, LLC | 9,638 | $472.3K | 0.01% | +1,595+19.8% | Added |
| V-Square Quantitative Management LLC | 9,651 | $472.9K | 0.08% | +557+6.1% | Added |
| CAPROCK Group, Inc. | 9,679 | $474.3K | 0.02% | +5,525+133.0% | Added |
| Belpointe Asset Management LLC | 9,723 | $476.4K | 0.03% | +464+5.0% | Added |
| Kovack Advisors, Inc. | 9,734 | $477.0K | 0.05% | +1,175+13.7% | Added |
| Triangle Securities Wealth Management | 9,754 | $478.0K | 0.13% | −440−4.3% | Reduced |
| Eagle Ridge Investment Management | 9,771 | $478.8K | 0.04% | −474−4.6% | Reduced |