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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,726 | $182.6K | 0.02% | −266−6.7% | Reduced |
| Tompkins Financial Corp | 3,720 | $182.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,642 | $178.5K | 0.03% | −544−13.0% | Reduced |
| State of Wyoming | 3,457 | $169.4K | 0.03% | +3,457 | New |
| William B. Walkup & Associates, Inc. | 3,408 | $167.0K | 0.11% | +3,408 | New |
| Ransom Advisory, Ltd | 3,400 | $166.6K | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,337 | $163.5K | 0.01% | +3,337 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,155 | $161.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,195 | $156.6K | 0.04% | +13+0.4% | Added |
| Smartleaf Asset Management LLC | 3,104 | $154.0K | 0.03% | +735+31.0% | Added |
| Richardson Financial Services Inc. | 3,120 | $152.9K | 0.11% | −546−14.9% | Reduced |
| Quent Capital, LLC | 3,071 | $150.5K | 0.02% | −317−9.4% | Reduced |
| Pittenger & Anderson Inc | 3,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,000 | $147.0K | 0.08% | 00.0% | Unchanged |
| Hilltop National Bank | 2,938 | $144.0K | 0.05% | +197+7.2% | Added |
| Sound Income Strategies, LLC | 2,926 | $143.4K | 0.01% | −71−2.4% | Reduced |
| Y.D. More Investments Ltd | 2,889 | $141.6K | 0.01% | +2,889 | New |
| Dynamic Wealth Strategies, LLC | 2,785 | $136.0K | 0.12% | +14+0.5% | Added |
| CVA Family Office, LLC | 2,753 | $134.9K | 0.02% | +31+1.1% | Added |
| Rosenberg Matthew Hamilton | 2,775 | $133.2K | 0.04% | −7−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,683 | $131.5K | 0.02% | +1,200+80.9% | Added |
| Cromwell Holdings LLC | 2,666 | $130.6K | 0.08% | +2,666 | New |
| Dakota Community Bank & Trust NA | 2,611 | $127.9K | 0.69% | −108−4.0% | Reduced |
| Motco | 2,599 | $127.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,552 | $125.0K | 0.03% | +337+15.2% | Added |
| Sittner & Nelson, LLC | 2,548 | $124.9K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,498 | $122.4K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,504 | $122.0K | 0.02% | +198+8.6% | Added |
| Sachetta, LLC | 2,248 | $119.6K | 0.05% | +69+3.2% | Added |
| Duncker Streett & Co Inc | 2,435 | $119.3K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,430 | $119.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 2,425 | $119.0K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,421 | $118.6K | 0.01% | +2,421 | New |
| Parkside Financial Bank & Trust | 2,337 | $114.5K | 0.02% | +34+1.5% | Added |
| Burkett Financial Services, LLC | 2,327 | $114.0K | 0.06% | +30+1.3% | Added |
| First Financial Corp | 2,300 | $112.7K | 0.06% | −306−11.7% | Reduced |
| Alta Advisers Ltd | 2,300 | $112.7K | 0.05% | +300+15.0% | Added |
| Independence Bank of Kentucky | 2,280 | $111.7K | 0.03% | −1,660−42.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,277 | $111.6K | 0.02% | +14+0.6% | Added |
| Bray Capital Advisors | 2,274 | $111.4K | 0.03% | +925+68.6% | Added |
| First Foundation Advisors | 2,258 | $110.6K | 0.00% | +40+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,232 | $109.4K | 0.04% | +1,767+380.0% | Added |
| Allianz SE | 2,100 | $102.9K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,051 | $100.5K | 0.11% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,051 | $100.5K | 0.02% | −1,634−44.3% | Reduced |
| Hobbs Group Advisors, LLC | 2,046 | $100.3K | 0.04% | +2,046 | New |
| Washington Trust Advisors, Inc. | 2,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,957 | $95.0K | 0.05% | −2,053−51.2% | Reduced |
| Sawyer & Company, Inc | 1,944 | $95.0K | 0.04% | −150−7.2% | Reduced |
| Institutional & Family Asset Management, LLC | 1,900 | $93.1K | 0.01% | −100−5.0% | Reduced |
| Crewe Advisors LLC | 1,884 | $92.3K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,873 | $91.8K | 0.02% | −1,930−50.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,850 | $90.7K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,809 | $88.7K | 0.03% | +23+1.3% | Added |
| EdgeRock Capital LLC | 1,779 | $87.2K | 0.07% | +1,779 | New |
| Union Savings Bank | 1,770 | $86.7K | 0.05% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,720 | $84.3K | 0.08% | −1,993−53.7% | Reduced |
| Laurel Wealth Advisors LLC | 1,715 | $84.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,708 | $83.7K | 0.02% | +10+0.6% | Added |
| Leonteq Securities AG | 1,708 | $83.7K | 0.01% | +1,708 | New |
| Unique Wealth Strategies, LLC | 1,629 | $80.1K | 0.04% | +1,629 | New |
| Ossiam | 1,613 | $79.0K | 0.00% | −3,060−65.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $79.0K | 0.02% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 1,603 | $78.5K | 0.07% | +1,603 | New |
| Evermay Wealth Management LLC | 1,602 | $78.5K | 0.01% | −200−11.1% | Reduced |
| Global Trust Asset Management, LLC | 1,594 | $78.1K | 0.03% | −10−0.6% | Reduced |
| Chris Bulman Inc | 1,581 | $77.4K | 0.05% | +1,581 | New |
| Hazlett, Burt & Watson, Inc. | 1,525 | $75.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $74.3K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,500 | $73.5K | 0.01% | +1,500 | New |
| Harbor Investment Advisory, LLC | 1,426 | $69.9K | 0.01% | −147−9.3% | Reduced |
| FWL Investment Management, LLC | 1,390 | $68.1K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,418 | $68.1K | 0.01% | +860+154.1% | Added |
| Gen-Wealth Partners Inc | 1,346 | $66.0K | 0.03% | −2,188−61.9% | Reduced |
| Venturi Wealth Management, LLC | 1,342 | $65.8K | 0.00% | +822+158.1% | Added |
| Pinnacle Bancorp, Inc. | 1,336 | $65.5K | 0.02% | −680−33.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,072 | $63.7K | 0.02% | +1,072 | New |
| Princeton Global Asset Management LLC | 1,295 | $63.5K | 0.01% | +1,240+2,254.5% | Added |
| Covestor Ltd | 1,287 | $63.0K | 0.04% | −363−22.0% | Reduced |
| Coppell Advisory Solutions LLC | 1,253 | $61.4K | 0.01% | +1,253 | New |
| Logan Capital Management Inc | 1,250 | $61.3K | 0.00% | −198−13.7% | Reduced |
| Addison Advisors LLC | 1,184 | $58.0K | 0.02% | −5−0.4% | Reduced |
| CKW Financial Group | 1,200 | $58.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,142 | $56.0K | 0.02% | +503+78.7% | Added |
| Private Wealth Management Group, LLC | 1,127 | $55.2K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $54.6K | 0.04% | −200−15.4% | Reduced |
| Financial Management Professionals, Inc. | 1,097 | $54.0K | 0.01% | −68−5.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,099 | $53.9K | 0.05% | +60+5.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,084 | $53.1K | 0.01% | −305−22.0% | Reduced |
| Silvant Capital Management LLC | 1,071 | $52.5K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,055 | $51.7K | 0.01% | −16,507−94.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,025 | $50.2K | 0.01% | −1,228−54.5% | Reduced |
| Friedenthal Financial | 1,006 | $49.3K | 0.03% | +1,006 | New |
| Atwood & Palmer Inc | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 995 | $48.8K | 0.01% | +50+5.3% | Added |
| SIMA Wealth Partners, LLC | 989 | $48.4K | 0.05% | +989 | New |
| Gleason Group, Inc. | 987 | $48.4K | 0.01% | +84+9.3% | Added |
| Webster Bank, N. A. | 979 | $48.0K | 0.01% | −750−43.4% | Reduced |
| Oakworth Capital, Inc. | 950 | $46.5K | 0.00% | 00.0% | Unchanged |