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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.

Institutional holdersQ2 2024: 1,278 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ2 2024: $31.1B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q1 2024.

Institutions holding D in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
RE Dickinson Investment Advisors, LLC200$9.80K0.01%00.0%Unchanged
GoalVest Advisory LLC200$9.80K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$9.80K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC192$9.41K0.00%−11,016−98.3%Reduced
CarsonAllaria Wealth Management, Ltd.183$9.00K0.01%−3,579−95.1%Reduced
WR Wealth Planners, LLC178$8.72K0.00%−39−18.0%Reduced
Cape Investment Advisory, Inc.171$8.38K0.00%+21+14.0%Added
Baldwin Brothers Inc166$8.13K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.166$8.13K0.00%00.0%Unchanged
PSI Advisors, LLC162$7.94K0.00%+102+170.0%Added
Security National Bank159$7.79K0.00%00.0%Unchanged
Larson Financial Group LLC159$7.79K0.00%+86+117.8%Added
Nemes Rush Group LLC154$7.55K0.00%00.0%Unchanged
Pacifica Partners Inc.152$7.48K0.00%+77+102.7%Added
Trust Co150$7.35K0.00%−500−76.9%Reduced
Barrett & Company, Inc.150$7.35K0.00%00.0%Unchanged
Core Alternative Capital149$7.30K0.00%00.0%Unchanged
Anfield Capital Management, LLC147$7.20K0.00%+147New
Newton One Investments LLC141$6.92K0.00%+2+1.4%Added
Accordant Advisory Group Inc141$6.91K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.140$6.89K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.140$6.86K0.00%+7+5.3%Added
MB, Levis & Associates, LLC133$6.54K0.00%+1+0.8%Added
Fairscale Capital, LLC127$6.51K0.01%+127New
AlphaMark Advisors, LLC125$6.00K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC120$5.88K0.00%+120New
Clear Point Advisors Inc.119$5.83K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC114$5.59K0.00%−102−47.2%Reduced
Highline Wealth Partners LLC112$5.49K0.00%+83+286.2%Added
Fortitude Family Office, LLC111$5.44K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$5.34K0.00%00.0%Unchanged
Eagle Bay Advisors LLC107$5.24K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC104$5.10K0.00%+20+23.8%Added
Mascoma Wealth Management LLC100$4.90K0.00%00.0%Unchanged
Tucker Asset Management LLC91$4.46K0.00%−293−76.3%Reduced
Kozak & Associates, Inc.88$4.31K0.00%+2+2.3%Added
Signature Resources Capital Management, LLC86$4.21K0.00%00.0%Unchanged
Rakuten Securities, Inc.82$4.02K0.00%−710−89.6%Reduced
Dunhill Financial, LLC81$3.97K0.00%+16+24.6%Added
Rogco, LP80$3.92K0.00%−19−19.2%Reduced
Morton Brown Family Wealth, LLC72$3.71K0.00%−77−51.7%Reduced
Centennial Bank71$3.48K0.00%+71New
Quarry LP65$3.19K0.00%−225−77.6%Reduced
Legend Financial Advisors, Inc.63$3.09K0.00%−13−17.1%Reduced
Ritter Daniher Financial Advisory LLC62$3.04K0.00%00.0%Unchanged
Penserra Capital Management LLC66$3.00K0.00%−3−4.3%Reduced
Bellevue Asset Management, LLC58$2.87K0.00%00.0%Unchanged
Thompson Investment Management, Inc.56$2.74K0.00%−240−81.1%Reduced
WealthCollab, LLC54$2.65K0.00%00.0%Unchanged
Scarborough Advisors, LLC50$2.45K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC50$2.45K0.00%00.0%Unchanged
Planning Capital Management Corp44$2.16K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$2.16K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund41$2.01K0.00%+41New
Financial Network Wealth Advisors LLC41$2.01K0.00%+41New
Coston, McIsaac & Partners56$2.00K0.00%+21+60.0%Added
Tidemark, LLC33$1.62K0.00%00.0%Unchanged
Qube Research & Technologies Ltd29$1.42K0.00%−9,694−99.7%Reduced
Atlas Capital Advisors LLC28$1.37K0.00%00.0%Unchanged
SJS Investment Consulting Inc.24$1.18K0.00%+5+26.3%Added
Redmont Wealth Advisors LLC22$1.08K0.00%00.0%Unchanged
NVWM, LLC21$1.03K0.00%+5+31.3%Added
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.9$1.00K0.00%00.0%Unchanged
Stone House Investment Management, LLC20$9800.00%+20New
Great Lakes Retirement, Inc.16$7840.00%+16New
Iron Horse Wealth Management, LLC15$7350.00%00.0%Unchanged
Fortis Group Advisors, LLC13$6370.00%−18,927−99.9%Reduced
True Wealth Design, LLC13$6370.00%00.0%Unchanged
TFC Financial Management13$6370.00%+13New
Ruedi Wealth Management, Inc.13$6370.00%+13New
ClariVest Asset Management LLC11$5460.00%00.0%Unchanged
WestEnd Advisors, LLC11$5390.00%−2−15.4%Reduced
Valued Wealth Advisors LLC2$980.00%00.0%Unchanged
Quest Partners LLC1$490.00%−26−96.3%Reduced
Creative Capital Management Investments LLC1$490.00%+1New
McClarren Financial Advisors, Inc.49$360.03%+49New
Dogwood Wealth Management LLC0$50.00%0Unchanged
Solstein Capital, LLC0$00.00%−185−100.0%Sold out
American International Group, Inc.0$00.00%−211,945−100.0%Sold out
Renaissance Technologies LLC0$00.00%−178,536−100.0%Sold out
Texas Permanent School Fund0$00.00%−172,851−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−170,811−100.0%Sold out
Caas Capital Management LP0$00.00%−100,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−83,518−100.0%Sold out
Simplex Trading, LLC0$00.00%−66,105−100.0%Sold out
Quadrature Capital Ltd0$00.00%−57,931−100.0%Sold out
Group One Trading, L.P.0$00.00%−36,658−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−29,710−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−33,750−100.0%Sold out
Ategra Capital Management, LLC0$00.00%−28,095−100.0%Sold out
Strategic Planning Group, LLC0$00.00%−26,322−100.0%Sold out
Alberta Investment Management Corp0$00.00%−20,900−100.0%Sold out
Buttonwood Financial Advisors Inc.0$00.00%−20,449−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−19,640−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−17,116−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−15,115−100.0%Sold out
Agf Management Ltd0$00.00%−14,690−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−13,249−100.0%Sold out
Lincoln National Corp0$00.00%−12,778−100.0%Sold out