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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 14,240 | $697.8K | 0.06% | −288−2.0% | Reduced |
| Mason & Associates, LLC | 14,324 | $701.9K | 0.23% | +14,324 | New |
| Stonegate Investment Group, LLC | 14,351 | $703.2K | 0.02% | +1,288+9.9% | Added |
| Warren Averett Asset Management, LLC | 14,367 | $704.0K | 0.01% | +8,750+155.8% | Added |
| Marco Investment Management LLC | 14,389 | $705.1K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 14,484 | $709.7K | 0.03% | −6,385−30.6% | Reduced |
| Meridian Financial Partners LLC | 13,817 | $713.0K | 0.42% | −103−0.7% | Reduced |
| Asset Dedication, LLC | 14,567 | $713.8K | 0.05% | −472−3.1% | Reduced |
| Founders Financial Alliance, LLC | 14,642 | $717.5K | 0.21% | +61+0.4% | Added |
| Acorn Financial Advisory Services Inc | 14,686 | $719.6K | 0.13% | +64+0.4% | Added |
| Vista Investment Management | 14,806 | $725.5K | 0.29% | 00.0% | Unchanged |
| Bokf, NA | 14,837 | $727.0K | 0.01% | −5,973−28.7% | Reduced |
| Meeder Advisory Services, Inc. | 14,843 | $727.3K | 0.05% | +4,938+49.9% | Added |
| Excalibur Management Corp | 14,936 | $731.9K | 0.30% | +458+3.2% | Added |
| Whitener Capital Management, Inc. | 14,950 | $732.5K | 0.22% | −176−1.2% | Reduced |
| My Legacy Advisors, LLC | 15,054 | $737.6K | 0.24% | +277+1.9% | Added |
| Spirit of America Management Corp | 15,100 | $739.9K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,103 | $740.0K | 0.03% | +668+4.6% | Added |
| MEMBERS Trust Co | 15,125 | $741.1K | 0.02% | +10,000+195.1% | Added |
| Tocqueville Asset Management L.P. | 15,254 | $747.4K | 0.01% | −7,500−33.0% | Reduced |
| John G Ullman & Associates Inc | 15,278 | $748.6K | 0.11% | −22−0.1% | Reduced |
| HBW Advisory Services LLC | 15,409 | $755.1K | 0.13% | +3,052+24.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 15,412 | $755.2K | 0.35% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 15,429 | $756.0K | 0.09% | −1,366−8.1% | Reduced |
| Reuter James Wealth Management, LLC | 15,446 | $756.9K | 0.56% | −2,392−13.4% | Reduced |
| Ancora Advisors, LLC | 15,449 | $757.0K | 0.02% | −500−3.1% | Reduced |
| Chesley Taft & Associates LLC | 15,577 | $763.3K | 0.04% | +350+2.3% | Added |
| Elevated Capital Advisors, LLC | 15,590 | $763.9K | 0.21% | +15,590 | New |
| Heritage Wealth Advisors | 15,592 | $764.0K | 0.03% | −2,878−15.6% | Reduced |
| Principal Securities, Inc. | 15,601 | $764.4K | 0.02% | +1,941+14.2% | Added |
| Liberty One Investment Management, LLC | 15,674 | $768.0K | 0.09% | −977−5.9% | Reduced |
| Blue Edge Capital, LLC | 15,709 | $769.7K | 0.13% | 00.0% | Unchanged |
| Dover Advisors, LLC | 15,758 | $772.1K | 0.48% | +30+0.2% | Added |
| United Asset Strategies, Inc. | 16,049 | $786.4K | 0.08% | −1,985−11.0% | Reduced |
| Sovereign Financial Group, Inc. | 16,069 | $787.4K | 0.20% | −65−0.4% | Reduced |
| Nomura Holdings Inc | 16,149 | $791.3K | 0.01% | +9,468+141.7% | Added |
| Patten & Patten Inc | 16,258 | $796.6K | 0.06% | +4,236+35.2% | Added |
| Teacher Retirement System of Texas | 16,276 | $798.0K | 0.00% | −4,997−23.5% | Reduced |
| Horizon Investments, LLC | 16,312 | $799.3K | 0.02% | +902+5.9% | Added |
| Holocene Advisors, LP | 16,320 | $799.7K | 0.00% | −79,892−83.0% | Reduced |
| Highview Capital Management LLC | 16,348 | $801.1K | 0.33% | +16,348 | New |
| Pinnacle Financial Partners Inc | 16,356 | $802.7K | 0.02% | −931−5.4% | Reduced |
| Greenleaf Trust | 16,432 | $805.2K | 0.01% | −82−0.5% | Reduced |
| Arlington Capital Management, Inc. | 16,439 | $805.5K | 0.70% | −37−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 16,492 | $808.1K | 0.03% | −1,227−6.9% | Reduced |
| Taylor Hoffman Wealth Management | 16,836 | $808.3K | 0.33% | 00.0% | Unchanged |
| Intrua Financial, LLC | 16,561 | $811.5K | 0.13% | +1,663+11.2% | Added |
| Platform Technology Partners | 16,567 | $811.8K | 0.28% | +16,567 | New |
| Cornerstone Wealth Group, LLC | 16,608 | $813.8K | 0.07% | +169+1.0% | Added |
| ISAM Funds (UK) Ltd | 16,745 | $820.5K | 0.61% | +16,745 | New |
| First Horizon Advisors, Inc. | 16,816 | $824.0K | 0.03% | −304−1.8% | Reduced |
| Patten Group, Inc. | 16,819 | $824.1K | 0.19% | +13+0.1% | Added |
| Sequoia Financial Advisors, LLC | 16,827 | $824.5K | 0.01% | +1,762+11.7% | Added |
| Global Retirement Partners, LLC | 16,835 | $824.9K | 0.03% | +4,599+37.6% | Added |
| Lido Advisors, LLC | 16,872 | $826.7K | 0.01% | +6,118+56.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $830.5K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 16,968 | $831.4K | 0.01% | −23,273−57.8% | Reduced |
| South State Corp. | 17,093 | $837.6K | 0.06% | −1,550−8.3% | Reduced |
| Thomasville National Bank | 17,104 | $838.1K | 0.07% | −2,445−12.5% | Reduced |
| GAMMA Investing LLC | 17,155 | $840.6K | 0.11% | +5,937+52.9% | Added |
| Proequities, Inc. | 17,320 | $848.7K | 0.05% | −1,784−9.3% | Reduced |
| Umb Bank N A | 17,409 | $853.0K | 0.01% | −4,142−19.2% | Reduced |
| Miracle Mile Advisors, LLC | 17,416 | $853.4K | 0.02% | −249−1.4% | Reduced |
| Simmons Bank | 17,625 | $863.6K | 0.07% | −808−4.4% | Reduced |
| Garner Asset Management Corp | 17,796 | $872.0K | 0.42% | +2,214+14.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,820 | $873.0K | 0.02% | −2,999−14.4% | Reduced |
| Paradigm Financial Partners, LLC | 17,954 | $879.8K | 0.13% | +1,200+7.2% | Added |
| Rbo & Co LLC | 17,976 | $880.8K | 0.16% | −48,809−73.1% | Reduced |
| Beacon Pointe Advisors, LLC | 18,120 | $887.9K | 0.01% | −7,040−28.0% | Reduced |
| Woodstock Corp | 18,169 | $890.3K | 0.09% | +2,225+14.0% | Added |
| Schonfeld Strategic Advisors LLC | 18,289 | $896.2K | 0.01% | +18,289 | New |
| Chiron Capital Management, LLC | 18,298 | $896.6K | 0.86% | −10,700−36.9% | Reduced |
| First National Trust Co | 18,330 | $898.2K | 0.04% | −4,562−19.9% | Reduced |
| Steel Peak Wealth Management LLC | 18,353 | $899.3K | 0.04% | +2,120+13.1% | Added |
| Waterfront Wealth Inc. | 18,419 | $902.6K | 0.24% | +427+2.4% | Added |
| Inspire Trust Co, N.A. | 18,470 | $905.0K | 0.30% | +8,670+88.5% | Added |
| Valeo Financial Advisors, LLC | 18,485 | $905.8K | 0.03% | −344−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 18,491 | $906.1K | 0.04% | −1,023−5.2% | Reduced |
| Signaturefd, LLC | 18,621 | $912.4K | 0.02% | +3,709+24.9% | Added |
| Landscape Capital Management, L.L.C. | 18,625 | $912.6K | 0.08% | +18,625 | New |
| Haverford Trust Co | 18,685 | $915.6K | 0.01% | +4,389+30.7% | Added |
| Cohen Klingenstein LLC | 18,700 | $916.3K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 18,726 | $918.0K | 0.05% | −350−1.8% | Reduced |
| Investment Management Corp of Ontario | 18,741 | $918.3K | 0.02% | +5,200+38.4% | Added |
| Allworth Financial LP | 17,962 | $923.4K | 0.01% | +5,493+44.1% | Added |
| Marietta Investment Partners LLC | 18,884 | $925.3K | 0.20% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,886 | $925.4K | 0.01% | +5,044+36.4% | Added |
| Beck Mack & Oliver LLC | 18,965 | $929.3K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 19,035 | $932.7K | 1.00% | +98+0.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,122 | $937.0K | 0.71% | +53+0.3% | Added |
| Coldstream Capital Management Inc | 19,140 | $937.9K | 0.02% | +881+4.8% | Added |
| PBMares Wealth Management LLC | 19,224 | $942.0K | 0.23% | −700−3.5% | Reduced |
| Point72 Hong Kong Ltd | 19,309 | $946.1K | 0.06% | +19,309 | New |
| Essex Financial Services, Inc. | 17,496 | $948.1K | 0.07% | +2,212+14.5% | Added |
| Anchor Investment Management, LLC | 19,477 | $954.4K | 0.10% | −966−4.7% | Reduced |
| Peoples Financial Services Corp. | 19,515 | $956.2K | 0.43% | −113−0.6% | Reduced |
| Culbertson A N & Co Inc | 19,632 | $962.0K | 0.17% | −841−4.1% | Reduced |
| International Assets Investment Management, LLC | 19,680 | $964.3K | 0.09% | +12,067+158.5% | Added |
| Vinva Investment Management Ltd | 19,451 | $965.0K | 0.05% | +7,372+61.0% | Added |
| Pullen Investment Management, LLC | 19,720 | $966.3K | 0.80% | +6,586+50.1% | Added |