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 |
|---|---|---|---|---|---|
| City State Bank | 936 | $45.9K | 0.02% | −28−2.9% | Reduced |
| Western Pacific Wealth Management, LP | 932 | $45.7K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $45.2K | 0.02% | +922 | New |
| Compass Wealth Management LLC | 900 | $44.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $44.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 870 | $43.0K | 0.00% | +84+10.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $42.6K | 0.02% | −150−14.7% | Reduced |
| Bank & Trust Co | 834 | $40.9K | 0.03% | +834 | New |
| Missouri Trust & Investment Co | 825 | $40.4K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $40.0K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 782 | $38.3K | 0.03% | +100+14.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 777 | $38.1K | 0.00% | −8,204−91.3% | Reduced |
| MV Capital Management, Inc. | 772 | $37.8K | 0.00% | +127+19.7% | Added |
| Lynx Investment Advisory | 760 | $37.2K | 0.03% | +760 | New |
| American Capital Advisory, LLC | 790 | $37.1K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 752 | $37.0K | 0.01% | −2,477−76.7% | Reduced |
| JJJ Advisors Inc. | 734 | $36.0K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 733 | $35.9K | 0.03% | +733 | New |
| Kimelman & Baird, LLC | 730 | $35.8K | 0.00% | +730 | New |
| Opal Wealth Advisors, LLC | 723 | $35.4K | 0.01% | +723 | New |
| Aspire Private Capital, LLC | 716 | $35.1K | 0.01% | −59−7.6% | Reduced |
| Viking Fund Management LLC | 700 | $34.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 670 | $33.0K | 0.00% | +8+1.2% | Added |
| Triad Wealth Partners, LLC | 664 | $32.5K | 0.02% | +664 | New |
| Carmichael Hill & Associates, Inc. | 661 | $32.4K | 0.01% | +9+1.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 653 | $32.0K | 0.01% | −100−13.3% | Reduced |
| Rise Advisors, LLC | 649 | $31.8K | 0.02% | +39+6.4% | Added |
| Millburn Ridgefield Corp | 647 | $31.7K | 0.00% | −100−13.4% | Reduced |
| Catalyst Capital Advisors LLC | 647 | $31.7K | 0.00% | −100−13.4% | Reduced |
| Center for Financial Planning, Inc. | 641 | $31.4K | 0.00% | −375−36.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 628 | $30.8K | 0.00% | −391−38.4% | Reduced |
| Atticus Wealth Management, LLC | 593 | $29.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 590 | $28.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 587 | $28.8K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 579 | $28.4K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 577 | $28.3K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 504 | $27.8K | 0.01% | −519−50.7% | Reduced |
| Optimum Investment Advisors | 563 | $27.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $27.3K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $27.3K | 0.02% | – | New |
| Family Firm, Inc. | 557 | $27.3K | 0.01% | +557 | New |
| Atlantic Trust, LLC | 538 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 503 | $24.6K | 0.00% | −3−0.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 491 | $24.0K | 0.01% | +3+0.6% | Added |
| Cyrus J. Lawrence, LLC | 500 | $24.0K | 0.00% | +500 | New |
| Riverview Trust Co | 484 | $23.7K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 468 | $23.0K | 0.01% | +468 | New |
| Providence Capital Advisors, LLC | 458 | $22.4K | 0.00% | +216+89.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $21.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 425 | $20.8K | 0.01% | −2,385−84.9% | Reduced |
| First Personal Financial Services | 410 | $20.1K | 0.00% | −100−19.6% | Reduced |
| MCF Advisors LLC | 407 | $19.9K | 0.00% | −270−39.9% | Reduced |
| Annapolis Financial Services, LLC | 400 | $19.6K | 0.01% | −89−18.2% | Reduced |
| Monetary Management Group Inc | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 383 | $18.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 382 | $18.7K | 0.00% | +382 | New |
| Wolff Wiese Magana LLC | 373 | $18.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 360 | $18.0K | 0.01% | +66+22.4% | Added |
| Creative Financial Designs Inc | 361 | $17.7K | 0.00% | −29−7.4% | Reduced |
| Bell Investment Advisors, Inc | 352 | $17.2K | 0.00% | +10+2.9% | Added |
| Sit Investment Associates Inc | 349 | $17.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 344 | $16.9K | 0.01% | −18−5.0% | Reduced |
| CGC Financial Services, LLC | 339 | $16.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 339 | $16.6K | 0.00% | +203+149.3% | Added |
| Benjamin Edwards Inc | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 326 | $16.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 324 | $15.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 320 | $15.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 318 | $15.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 309 | $15.1K | 0.00% | +12+4.0% | Added |
| Bare Financial Services, Inc | 282 | $15.1K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 294 | $14.4K | 0.01% | +294 | New |
| JFS Wealth Advisors, LLC | 291 | $14.3K | 0.00% | +7+2.5% | Added |
| Field & Main Bank | 290 | $14.2K | 0.01% | −321−52.5% | Reduced |
| Johnson Financial Group, Inc. | 282 | $13.8K | 0.00% | +27+10.6% | Added |
| Miller Wealth Advisors, LLC | 280 | $13.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 272 | $13.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 257 | $12.6K | 0.00% | +190+283.6% | Added |
| Pineridge Advisors LLC | 251 | $12.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $12.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 243 | $11.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 236 | $11.6K | 0.00% | +3+1.3% | Added |
| Pingora Partners LLC | 235 | $11.5K | 0.01% | +150+176.5% | Added |
| McIlrath & Eck, LLC | 230 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 208 | $11.2K | 0.00% | +30+16.9% | Added |
| Stephens Consulting, LLC | 217 | $10.6K | 0.00% | +217 | New |
| West Paces Advisors Inc. | 213 | $10.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 212 | $10.4K | 0.00% | +2+1.0% | Added |
| Perritt Capital Management Inc | 210 | $10.3K | 0.01% | +3+1.4% | Added |
| Westside Investment Management, Inc. | 210 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 208 | $10.0K | 0.00% | +30+16.9% | Added |
| Albion Financial Group | 200 | $9.80K | 0.00% | −600−75.0% | Reduced |