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 |
|---|---|---|---|---|---|
| Renaissance Group LLC | 9,791 | $479.8K | 0.02% | +80+0.8% | Added |
| Phoenix Wealth Advisors | 9,895 | $484.9K | 0.24% | +51+0.5% | Added |
| Armstrong Advisory Group, Inc | 9,910 | $485.6K | 0.04% | −74−0.7% | Reduced |
| NorthRock Partners, LLC | 9,925 | $486.3K | 0.02% | +127+1.3% | Added |
| SPC Financial, Inc. | 10,094 | $494.6K | 0.05% | −200−1.9% | Reduced |
| Fidelis Capital Partners, LLC | 8,986 | $495.0K | 0.07% | −899−9.1% | Reduced |
| Camelot Portfolios, LLC | 10,115 | $495.6K | 0.28% | +10,115 | New |
| Foundations Investment Advisors, LLC | 10,136 | $496.6K | 0.01% | +1,024+11.2% | Added |
| Parcion Private Wealth LLC | 10,168 | $498.2K | 0.05% | −528−4.9% | Reduced |
| HM Payson & Co | 10,168 | $498.2K | 0.01% | +366+3.7% | Added |
| NovaPoint Capital, LLC | 10,218 | $500.7K | 0.17% | +10,218 | New |
| Bank of New Hampshire | 10,224 | $501.0K | 0.13% | −5,423−34.7% | Reduced |
| St Germain D J Co Inc | 10,236 | $501.6K | 0.02% | +3,294+47.5% | Added |
| HBK Sorce Advisory LLC | 10,258 | $502.6K | 0.02% | +276+2.8% | Added |
| Modera Wealth Management, LLC | 10,374 | $508.3K | 0.01% | −66−0.6% | Reduced |
| Longfellow Investment Management Co LLC | 10,377 | $508.5K | 0.13% | +72+0.7% | Added |
| Advanced Portfolio Management, LLC | 10,514 | $515.2K | 0.36% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,530 | $516.0K | 0.06% | +10,530 | New |
| Key Financial Inc | 10,580 | $518.4K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 10,662 | $521.3K | 0.19% | −608−5.4% | Reduced |
| Stony Point Wealth Management Inc. | 10,709 | $524.8K | 0.23% | −646−5.7% | Reduced |
| Precedent Wealth Partners, LLC | 10,742 | $526.4K | 0.21% | +2,950+37.9% | Added |
| Federation des caisses Desjardins du Quebec | 10,761 | $527.3K | 0.00% | +10,561+5,280.5% | Added |
| MONECO Advisors, LLC | 10,836 | $530.9K | 0.08% | +996+10.1% | Added |
| Grimes & Company, Inc. | 10,843 | $531.3K | 0.02% | −21−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,909 | $534.5K | 0.06% | +195+1.8% | Added |
| Adams Wealth Management | 10,938 | $536.0K | 0.12% | −3,785−25.7% | Reduced |
| CacheTech Inc. | 10,938 | $536.0K | 0.12% | +10,938 | New |
| Heritage Investors Management Corp | 10,978 | $538.0K | 0.02% | −37−0.3% | Reduced |
| Hall Capital Management Co Inc | 10,981 | $538.0K | 0.26% | −375−3.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,010 | $539.5K | 0.01% | −671−5.7% | Reduced |
| Vise Technologies, Inc. | 11,048 | $541.4K | 0.09% | +600+5.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,110 | $544.4K | 0.02% | +151+1.4% | Added |
| Stratos Wealth Advisors, LLC | 11,227 | $550.2K | 0.03% | +11,227 | New |
| Principle Wealth Partners LLC | 11,236 | $550.6K | 0.04% | +20.0% | Added |
| Insigneo Advisory Services, LLC | 10,201 | $551.3K | 0.06% | −1,062−9.4% | Reduced |
| Wolverine Trading, LLC | 11,254 | $551.4K | 0.01% | +11,254 | New |
| United Bank | 11,354 | $556.3K | 0.07% | −380−3.2% | Reduced |
| Caldwell Trust Co | 11,522 | $564.6K | 0.06% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 11,549 | $565.9K | 0.03% | +129+1.1% | Added |
| Wetherby Asset Management Inc | 11,587 | $567.8K | 0.03% | +137+1.2% | Added |
| BCGM Wealth Management, LLC | 11,609 | $568.8K | 0.20% | −1,610−12.2% | Reduced |
| Good Life Advisors, LLC | 11,612 | $569.0K | 0.05% | +998+9.4% | Added |
| Intrust Bank NA | 11,650 | $570.9K | 0.06% | −754−6.1% | Reduced |
| TCW Group Inc | 11,726 | $574.6K | 0.01% | +448+4.0% | Added |
| Savant Capital, LLC | 11,803 | $578.4K | 0.01% | +2,207+23.0% | Added |
| Buckingham Strategic Partners | 11,838 | $580.1K | 0.02% | −1,519−11.4% | Reduced |
| Plimoth Trust Co LLC | 11,850 | $580.6K | 0.15% | +370+3.2% | Added |
| Hayek Kallen Investment Management | 11,893 | $583.0K | 0.22% | −298−2.4% | Reduced |
| Midwest Professional Planners, LTD. | 11,922 | $584.2K | 0.20% | +210+1.8% | Added |
| Ti-Trust, Inc | 11,929 | $584.5K | 0.45% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 11,948 | $585.5K | 0.01% | −1,630−12.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,008 | $588.4K | 0.04% | −955−7.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,073 | $591.6K | 0.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 12,110 | $593.4K | 0.10% | +2,467+25.6% | Added |
| Daymark Wealth Partners, LLC | 12,146 | $595.2K | 0.03% | +1,562+14.8% | Added |
| Nebula Research & Development LLC | 12,238 | $599.7K | 0.10% | +12,238 | New |
| Keystone Financial Group | 12,275 | $601.5K | 0.22% | +85+0.7% | Added |
| Ingalls & Snyder LLC | 12,347 | $605.0K | 0.03% | −897−6.8% | Reduced |
| Holderness Investments Co | 12,374 | $606.3K | 0.14% | −544−4.2% | Reduced |
| Empire Financial Management Company, LLC | 12,454 | $610.3K | 0.20% | +12,454 | New |
| Hilltop Holdings Inc. | 12,472 | $611.1K | 0.07% | +179+1.5% | Added |
| Jeppson Wealth Management, LLC | 12,477 | $611.4K | 0.23% | +1,028+9.0% | Added |
| Campbell Wealth Management | 12,494 | $612.0K | 0.20% | −607−4.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,510 | $613.0K | 0.01% | +49+0.4% | Added |
| Wedbush Securities Inc | 12,541 | $615.0K | 0.02% | +3,837+44.1% | Added |
| Ballentine Partners, LLC | 12,666 | $620.6K | 0.01% | +636+5.3% | Added |
| Donaldson Capital Management, LLC | 12,737 | $624.1K | 0.03% | −71−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,775 | $626.0K | 0.06% | +2,433+23.5% | Added |
| HighPoint Advisor Group LLC | 11,767 | $626.0K | 0.04% | −270−2.2% | Reduced |
| TownSquare Capital, LLC | 12,784 | $626.4K | 0.01% | +446+3.6% | Added |
| Cypress Capital Group | 12,938 | $634.0K | 0.08% | −1,015−7.3% | Reduced |
| Harbour Investments, Inc. | 12,980 | $636.0K | 0.02% | −418−3.1% | Reduced |
| Vident Advisory, LLC | 12,991 | $636.6K | 0.02% | +3,256+33.4% | Added |
| Bard Financial Services, Inc. | 13,000 | $637.0K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 13,034 | $638.7K | 0.50% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 13,071 | $640.5K | 0.03% | −1,184−8.3% | Reduced |
| Plan Group Financial, LLC | 13,117 | $642.8K | 0.39% | +7,116+118.6% | Added |
| Empowered Funds, LLC | 13,137 | $643.7K | 0.01% | +1,824+16.1% | Added |
| NTV Asset Management LLC | 13,167 | $645.2K | 0.09% | −274−2.0% | Reduced |
| Csenge Advisory Group | 13,201 | $646.9K | 0.04% | +599+4.8% | Added |
| Bryn Mawr Trust Co | 13,271 | $650.3K | 0.02% | +1,721+14.9% | Added |
| Aviva PLC | 13,272 | $650.3K | 0.00% | +416+3.2% | Added |
| Vista Investment Partners LLC | 13,275 | $650.5K | 0.22% | +13,275 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,381 | $655.7K | 0.03% | −297−2.2% | Reduced |
| Hendershot Investments Inc. | 13,390 | $656.1K | 0.09% | −1,508−10.1% | Reduced |
| PFG Investments, LLC | 13,449 | $659.0K | 0.05% | −369−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 13,454 | $659.2K | 0.00% | −14,896−52.5% | Reduced |
| Charter Trust Co | 13,497 | $661.4K | 0.04% | −1,680−11.1% | Reduced |
| Chickasaw Capital Management LLC | 13,544 | $664.0K | 0.03% | −4,672−25.6% | Reduced |
| TCTC Holdings, LLC | 13,658 | $669.2K | 0.02% | −431−3.1% | Reduced |
| Venture Visionary Partners LLC | 13,692 | $671.0K | 0.03% | −675−4.7% | Reduced |
| Bessemer Group Inc | 13,705 | $672.0K | 0.00% | +1,593+13.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 13,735 | $673.0K | 0.45% | −180−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 13,751 | $676.4K | 0.01% | +1,451+11.8% | Added |
| TCI Wealth Advisors, Inc. | 13,821 | $677.2K | 0.06% | +44+0.3% | Added |
| Groupama Asset Managment | 13,851 | $678.7K | 0.01% | +11,745+557.7% | Added |
| Joel Isaacson & Co., LLC | 13,900 | $681.1K | 0.04% | +70+0.5% | Added |
| Snowden Capital Advisors LLC | 13,936 | $682.8K | 0.02% | −580−4.0% | Reduced |
| Archford Capital Strategies, LLC | 14,085 | $690.2K | 0.11% | −402−2.8% | Reduced |