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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 5,300 | $259.0K | 0.17% | +5,300 | New |
| Ostrum Asset Management | 5,274 | $258.4K | 0.02% | −410−7.2% | Reduced |
| Adirondack Trust Co | 5,248 | $257.2K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,244 | $257.0K | 0.02% | +921+21.3% | Added |
| M Holdings Securities, Inc. | 5,198 | $255.0K | 0.03% | +5,198 | New |
| Lion Street Advisors, LLC | 5,190 | $254.2K | 0.09% | −15−0.3% | Reduced |
| Flynn Zito Capital Management, LLC | 5,179 | $253.8K | 0.13% | +53+1.0% | Added |
| Campion Asset Management LLC | 5,166 | $253.1K | 0.20% | −200−3.7% | Reduced |
| ASB Consultores, LLC | 5,161 | $252.9K | 0.09% | +557+12.1% | Added |
| Clearbridge Investments, LLC | 5,134 | $251.6K | 0.00% | +659+14.7% | Added |
| Shelton Capital Management | 5,130 | $251.4K | 0.01% | −20.0% | Reduced |
| Colonial Trust Advisors | 5,126 | $251.2K | 0.02% | −19−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 5,125 | $251.1K | 0.02% | −825−13.9% | Reduced |
| Evergreen Capital Management LLC | 5,114 | $250.6K | 0.01% | +340+7.1% | Added |
| Stoneridge Investment Partners LLC | 5,109 | $250.0K | 0.09% | −34,138−87.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,100 | $249.9K | 0.14% | +5,100 | New |
| Berger Financial Group, Inc | 5,089 | $249.4K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,067 | $248.3K | 0.00% | −459−8.3% | Reduced |
| Independent Financial Group, LLC | 5,061 | $248.0K | 0.01% | −218−4.1% | Reduced |
| Farther Finance Advisors, LLC | 5,154 | $247.4K | 0.01% | +665+14.8% | Added |
| Pine Valley Investments Ltd Liability Co | 5,036 | $246.8K | 0.02% | −375−6.9% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $245.3K | 0.19% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,000 | $245.0K | 0.20% | +5,000 | New |
| Citizens National Bank Trust Department | 4,973 | $243.7K | 0.05% | −1,300−20.7% | Reduced |
| Northwest Financial Advisors | 4,940 | $242.1K | 0.25% | −671−12.0% | Reduced |
| Interchange Capital Partners, LLC | 4,938 | $242.0K | 0.09% | +4,938 | New |
| Apexium Financial, LP | 4,925 | $241.3K | 0.02% | +4,925 | New |
| Fulton Breakefield Broenniman LLC | 4,911 | $240.7K | 0.02% | −116−2.3% | Reduced |
| Concord Wealth Partners | 4,907 | $240.4K | 0.04% | +79+1.6% | Added |
| Symmetry Partners, LLC | 4,905 | $240.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,886 | $239.4K | 0.09% | −668−12.0% | Reduced |
| Bogart Wealth, LLC | 4,849 | $237.6K | 0.01% | −282−5.5% | Reduced |
| Commonwealth Financial Services, LLC | 4,809 | $237.2K | 0.05% | −189−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,840 | $237.2K | 0.02% | −10−0.2% | Reduced |
| Kingfisher Capital LLC | 4,841 | $237.0K | 0.06% | −526−9.8% | Reduced |
| Walker Asset Management, LLC | 4,828 | $236.6K | 0.16% | +61+1.3% | Added |
| Bullock Wealth Management Group | 4,907 | $235.6K | 0.15% | +60+1.2% | Added |
| Wolverine Asset Management LLC | 4,799 | $235.2K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,757 | $233.1K | 0.01% | +537+12.7% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $231.7K | 0.21% | −111−2.3% | Reduced |
| Spinnaker Trust | 4,657 | $228.2K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,647 | $227.7K | 0.00% | +495+11.9% | Added |
| Continuum Advisory, LLC | 4,641 | $227.4K | 0.03% | −278−5.7% | Reduced |
| LifePlan Financial, LLC | 4,632 | $227.0K | 0.21% | −358−7.2% | Reduced |
| Vantage Consulting Group Inc | 4,626 | $226.7K | 0.17% | −324−6.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,257 | $226.5K | 0.01% | −1,001−19.0% | Reduced |
| Harbour Trust & Investment Management Co | 4,596 | $225.2K | 0.03% | −2,565−35.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $225.0K | 0.00% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,588 | $224.8K | 0.07% | −1,235−21.2% | Reduced |
| Resources Management Corp | 4,549 | $223.0K | 0.03% | −325−6.7% | Reduced |
| CX Institutional | 4,550 | $223.0K | 0.01% | +257+6.0% | Added |
| Meridian Financial, LLC | 4,535 | $222.2K | 0.16% | +130+3.0% | Added |
| First Command Advisory Services, Inc. | 4,527 | $221.8K | 0.00% | −1,122−19.9% | Reduced |
| Sage Mountain Advisors LLC | 4,525 | $221.7K | 0.02% | +4,525 | New |
| Congress Wealth Management LLC | 4,515 | $221.3K | 0.00% | −184−3.9% | Reduced |
| Sunpointe, LLC | 4,492 | $220.1K | 0.14% | −1,472−24.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,449 | $218.0K | 0.02% | +305+7.4% | Added |
| Epoch Investment Partners, Inc. | 4,445 | $217.8K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,438 | $217.5K | 0.13% | +3,019+212.8% | Added |
| Athena Investment Management | 4,426 | $216.9K | 0.13% | −49−1.1% | Reduced |
| King Luther Capital Management Corp | 4,420 | $216.6K | 0.00% | +4,420 | New |
| Mather Group, LLC. | 4,399 | $216.4K | 0.00% | +443+11.2% | Added |
| Regal Investment Advisors LLC | 4,416 | $216.4K | 0.01% | +21+0.5% | Added |
| NorthStar Asset Management LLC | 4,410 | $216.1K | 0.15% | +4,410 | New |
| Kepos Capital LP | 4,403 | $216.0K | 0.08% | −1,251−22.1% | Reduced |
| Edgestream Partners, L.P. | 4,374 | $214.3K | 0.01% | +4,374 | New |
| CJM Wealth Advisers, Ltd. | 4,433 | $212.8K | 0.08% | −296−6.3% | Reduced |
| KC Investment Advisors, LLC | 4,321 | $211.7K | 0.11% | −182−4.0% | Reduced |
| Prosperity Consulting Group, LLC | 4,318 | $211.6K | 0.03% | −429−9.0% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $211.4K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $210.7K | 0.05% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,292 | $210.3K | 0.07% | +125+3.0% | Added |
| Visionary Wealth Advisors | 4,274 | $209.4K | 0.01% | −573−11.8% | Reduced |
| Hunter Associates Investment Management LLC | 4,222 | $208.0K | 0.03% | −93−2.2% | Reduced |
| Meyer Handelman Co | 4,233 | $207.4K | 0.01% | −1,860−30.5% | Reduced |
| Essex Savings Bank | 4,205 | $206.0K | 0.06% | +4,205 | New |
| Heritage Wealth Management, Inc. | 4,195 | $206.0K | 0.07% | +4,195 | New |
| MTM Investment Management, LLC | 4,200 | $205.8K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,198 | $205.7K | 0.13% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 4,195 | $205.6K | 0.17% | −464−10.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,186 | $205.1K | 0.07% | −225−5.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,179 | $204.8K | 0.03% | −456−9.8% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $204.6K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,170 | $204.3K | 0.00% | −1,272−23.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,156 | $203.6K | 0.13% | +36+0.9% | Added |
| David J Yvars Group | 4,141 | $202.9K | 0.13% | +4,141 | New |
| Arkadios Wealth Advisors | 4,141 | $202.9K | 0.01% | +4,141 | New |
| Wealth Quarterback LLC | 4,130 | $202.4K | 0.11% | −259−5.9% | Reduced |
| Sterling Investment Counsel, LLC | 4,101 | $200.9K | 0.08% | −1,107−21.3% | Reduced |
| Cahaba Wealth Management, Inc. | 4,086 | $200.2K | 0.02% | +4,086 | New |
| Register Financial Advisors LLC | 4,048 | $198.3K | 0.10% | −387−8.7% | Reduced |
| Massmutual Trust Co FSB | 3,988 | $195.4K | 0.01% | −30,369−88.4% | Reduced |
| Gradient Investments LLC | 3,915 | $191.9K | 0.00% | +2,737+232.3% | Added |
| Washington Trust Co | 3,894 | $190.8K | 0.01% | −1,946−33.3% | Reduced |
| North Star Investment Management Corp. | 3,837 | $188.0K | 0.01% | −1,122−22.6% | Reduced |
| NBC Securities, Inc. | 3,800 | $186.0K | 0.02% | −4,091−51.8% | Reduced |
| Widmann Financial Services, Inc. | 3,780 | $185.2K | 0.15% | +3,780 | New |
| Brown, Lisle/Cummings, Inc. | 3,766 | $184.5K | 0.06% | +990+35.7% | Added |
| Delta Asset Management LLC | 3,765 | $184.5K | 0.02% | −500−11.7% | Reduced |
| Front Row Advisors LLC | 3,735 | $183.0K | 0.06% | −300−7.4% | Reduced |