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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 19,800 | $970.0K | 0.38% | +19,800 | New |
| Trust Co of Vermont | 19,851 | $972.7K | 0.05% | −152−0.8% | Reduced |
| NBT Bank N A | 19,893 | $974.8K | 0.07% | −914−4.4% | Reduced |
| Wealth Alliance | 20,003 | $980.1K | 0.13% | −2,886−12.6% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $997.4K | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 20,378 | $998.5K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20,433 | $1.00M | 0.00% | +10,618+108.2% | Added |
| Elmwood Wealth Management, Inc. | 20,498 | $1.00M | 0.45% | −904−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 18,991 | $1.02M | 0.07% | +8,974+89.6% | Added |
| Main Street Group, LTD | 21,160 | $1.02M | 0.42% | −4,419−17.3% | Reduced |
| Radnor Capital Management, LLC | 21,062 | $1.03M | 0.31% | −200−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 21,164 | $1.04M | 0.03% | −3,337−13.6% | Reduced |
| City Holding Co | 21,399 | $1.05M | 0.16% | −1,084−4.8% | Reduced |
| SageView Advisory Group, LLC | 21,448 | $1.05M | 0.05% | +944+4.6% | Added |
| Point72 Asset Management, L.P. | 21,591 | $1.06M | 0.00% | −1,971,948−98.9% | Reduced |
| MAI Capital Management | 21,787 | $1.07M | 0.01% | −308−1.4% | Reduced |
| Apollon Wealth Management, LLC | 22,064 | $1.08M | 0.03% | +7,286+49.3% | Added |
| Level Four Advisory Services, LLC | 22,096 | $1.08M | 0.05% | +11,965+118.1% | Added |
| Sigma Planning Corp | 22,131 | $1.08M | 0.03% | −196−0.9% | Reduced |
| Assetmark, Inc | 22,158 | $1.09M | 0.00% | −903−3.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,214 | $1.09M | 0.26% | +5,795+35.3% | Added |
| Engineers Gate Manager LP | 22,435 | $1.10M | 0.02% | +22,435 | New |
| Banque Cantonale Vaudoise | 22,936 | $1.12M | 0.04% | +14,471+171.0% | Added |
| Tradewinds, LLC. | 23,063 | $1.13M | 0.35% | +13,582+143.3% | Added |
| Personal Cfo Solutions, LLC | 23,186 | $1.14M | 0.17% | +169+0.7% | Added |
| Stock Yards Bank & Trust Co | 23,225 | $1.14M | 0.04% | −454−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 23,250 | $1.14M | 0.12% | −2,920−11.2% | Reduced |
| Capstone Investment Advisors, LLC | 23,345 | $1.14M | 0.02% | +9,854+73.0% | Added |
| Citadel Advisors LLC | 23,356 | $1.14M | 0.00% | −2,241,833−99.0% | Reduced |
| Verdence Capital Advisors LLC | 23,377 | $1.15M | 0.10% | −4,371−15.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 23,437 | $1.15M | 0.43% | +23,437 | New |
| United Services Automobile Association | 23,554 | $1.15M | 0.03% | −1,782−7.0% | Reduced |
| Arrow Financial Corp | 23,767 | $1.16M | 0.11% | −429−1.8% | Reduced |
| Inceptionr LLC | 24,066 | $1.18M | 0.33% | +24,066 | New |
| First County Bank | 24,130 | $1.18M | 0.61% | −4,679−16.2% | Reduced |
| Capital Investment Counsel, Inc | 24,464 | $1.20M | 0.18% | +1,967+8.7% | Added |
| Atlantic Union Bankshares Corp | 24,764 | $1.21M | 0.08% | +4,988+25.2% | Added |
| Resources Investment Advisors, LLC. | 24,803 | $1.22M | 0.02% | +14,636+144.0% | Added |
| Ridgewood Investments LLC | 24,813 | $1.22M | 0.61% | +277+1.1% | Added |
| Pensionfund Sabic | 25,000 | $1.23M | 0.36% | 00.0% | Unchanged |
| Gendell Jeffrey L | 25,000 | $1.23M | 0.04% | +25,000 | New |
| IMC-Chicago, LLC | 25,010 | $1.23M | 0.04% | +8,567+52.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,304 | $1.24M | 0.05% | +25,304 | New |
| Integrated Advisors Network LLC | 25,403 | $1.24M | 0.06% | −641−2.5% | Reduced |
| Simplicity Wealth,LLC | 25,481 | $1.25M | 0.03% | −2,754−9.8% | Reduced |
| Bleakley Financial Group, LLC | 25,486 | $1.25M | 0.04% | +1,847+7.8% | Added |
| Lockheed Martin Investment Management Co | 25,500 | $1.25M | 0.07% | −17,700−41.0% | Reduced |
| Bull Street Advisors, LLC | 25,963 | $1.27M | 0.61% | +125+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,059 | $1.28M | 0.01% | −2,289−8.1% | Reduced |
| Johnson Investment Counsel Inc | 26,274 | $1.29M | 0.01% | +41+0.2% | Added |
| Walleye Trading LLC | 26,287 | $1.29M | 0.03% | +26,287 | New |
| Courier Capital LLC | 26,563 | $1.30M | 0.10% | −2,634−9.0% | Reduced |
| Trust Co of Toledo NA | 26,617 | $1.30M | 0.19% | −684−2.5% | Reduced |
| Lee Danner & Bass Inc | 26,672 | $1.31M | 0.10% | +26,672 | New |
| Northwestern Mutual Investment Management Company, LLC | 26,675 | $1.31M | 0.03% | +122+0.5% | Added |
| All Terrain Financial Advisors, LLC | 26,917 | $1.32M | 0.55% | +553+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,036 | $1.32M | 0.09% | −579−2.1% | Reduced |
| Acadian Asset Management LLC | 27,145 | $1.33M | 0.00% | +27,145 | New |
| Moors & Cabot, Inc. | 27,370 | $1.34M | 0.07% | +3,071+12.6% | Added |
| Palisade Asset Management, LLC | 27,475 | $1.35M | 0.14% | −166−0.6% | Reduced |
| TCG Advisory Services, LLC | 27,483 | $1.35M | 0.06% | −3,435−11.1% | Reduced |
| Kingsview Wealth Management, LLC | 27,645 | $1.35M | 0.03% | +622+2.3% | Added |
| 3Chopt Investment Partners, LLC | 27,655 | $1.36M | 0.41% | +6,887+33.2% | Added |
| Frank, Rimerman Advisors LLC | 27,721 | $1.36M | 0.10% | +27,659+44,611.3% | Added |
| Moloney Securities Asset Management, LLC | 27,730 | $1.36M | 0.20% | −38−0.1% | Reduced |
| Resolution Capital Ltd | 27,891 | $1.37M | 0.03% | −11,394−29.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,908 | $1.37M | 0.09% | −310−1.1% | Reduced |
| Pinnacle Associates Ltd | 27,916 | $1.37M | 0.02% | +558+2.0% | Added |
| Empirical Finance, LLC | 28,138 | $1.38M | 0.09% | −1,720−5.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 28,296 | $1.39M | 0.35% | −771−2.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 28,513 | $1.40M | 0.48% | +28,513 | New |
| iA Global Asset Management Inc. | 28,743 | $1.41M | 0.03% | +28,743 | New |
| Raleigh Capital Management Inc. | 28,772 | $1.41M | 0.60% | −3,141−9.8% | Reduced |
| Altman Advisors, Inc. | 29,031 | $1.42M | 0.81% | +198+0.7% | Added |
| Berkshire Bank | 29,135 | $1.43M | 0.36% | −629−2.1% | Reduced |
| Bay Rivers Group | 29,157 | $1.43M | 0.74% | −556−1.9% | Reduced |
| Vectors Research Management, LLC | 29,517 | $1.45M | 0.44% | −1,729−5.5% | Reduced |
| Blair William & Co | 29,552 | $1.45M | 0.00% | −5,949−16.8% | Reduced |
| Veriti Management LLC | 29,613 | $1.45M | 0.09% | +4,482+17.8% | Added |
| Rothschild Investment LLC | 29,627 | $1.45M | 0.10% | +8,215+38.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,631 | $1.45M | 0.00% | −71,455−70.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 29,960 | $1.47M | 0.05% | −536−1.8% | Reduced |
| Norinchukin Bank, The | 30,090 | $1.47M | 0.04% | +435+1.5% | Added |
| HB Wealth Management, LLC | 30,427 | $1.49M | 0.02% | +5,266+20.9% | Added |
| Central Trust Co | 30,526 | $1.50M | 0.04% | −636−2.0% | Reduced |
| Park Avenue Securities LLC | 30,769 | $1.51M | 0.02% | −4,559−12.9% | Reduced |
| Virtu Financial LLC | 30,780 | $1.51M | 0.11% | +30,780 | New |
| NEOS Investment Management LLC | 31,062 | $1.52M | 0.06% | +9,960+47.2% | Added |
| Tokio Marine Asset Management Co Ltd | 31,153 | $1.53M | 0.07% | −90.0% | Reduced |
| Money Concepts Capital Corp | 31,199 | $1.53M | 0.13% | −1,396−4.3% | Reduced |
| Sandy Spring Bank | 32,368 | $1.59M | 0.07% | −17−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 32,459 | $1.59M | 0.35% | −842−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 32,532 | $1.59M | 0.03% | +7,851+31.8% | Added |
| Financial Security Advisor, Inc. | 32,820 | $1.61M | 0.54% | −576−1.7% | Reduced |
| Los Angeles Capital Management LLC | 32,973 | $1.62M | 0.01% | −66,760−66.9% | Reduced |
| Crossmark Global Holdings, Inc. | 33,462 | $1.64M | 0.03% | −749−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,676 | $1.65M | 0.07% | +855+2.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 34,371 | $1.65M | 0.19% | −3,305−8.8% | Reduced |
| Marshall Wace, LLP | 33,692 | $1.65M | 0.00% | +33,692 | New |
| AQR Capital Management LLC | 33,747 | $1.65M | 0.00% | +22,567+201.9% | Added |