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 |
|---|---|---|---|---|---|
| Blair William & Co | 29,552 | $1.45M | 0.00% | −5,949−16.8% | Reduced |
| Vectors Research Management, LLC | 29,517 | $1.45M | 0.44% | −1,729−5.5% | Reduced |
| Bay Rivers Group | 29,157 | $1.43M | 0.74% | −556−1.9% | Reduced |
| Berkshire Bank | 29,135 | $1.43M | 0.36% | −629−2.1% | Reduced |
| Altman Advisors, Inc. | 29,031 | $1.42M | 0.81% | +198+0.7% | Added |
| Raleigh Capital Management Inc. | 28,772 | $1.41M | 0.60% | −3,141−9.8% | Reduced |
| iA Global Asset Management Inc. | 28,743 | $1.41M | 0.03% | +28,743 | New |
| Total Clarity Wealth Management, Inc. | 28,513 | $1.40M | 0.48% | +28,513 | New |
| B.O.S.S. Retirement Advisors, LLC | 28,296 | $1.39M | 0.35% | −771−2.7% | Reduced |
| Empirical Finance, LLC | 28,138 | $1.38M | 0.09% | −1,720−5.8% | Reduced |
| Pinnacle Associates Ltd | 27,916 | $1.37M | 0.02% | +558+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 27,908 | $1.37M | 0.09% | −310−1.1% | Reduced |
| Resolution Capital Ltd | 27,891 | $1.37M | 0.03% | −11,394−29.0% | Reduced |
| Moloney Securities Asset Management, LLC | 27,730 | $1.36M | 0.20% | −38−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 27,721 | $1.36M | 0.10% | +27,659+44,611.3% | Added |
| 3Chopt Investment Partners, LLC | 27,655 | $1.36M | 0.41% | +6,887+33.2% | Added |
| Kingsview Wealth Management, LLC | 27,645 | $1.35M | 0.03% | +622+2.3% | Added |
| TCG Advisory Services, LLC | 27,483 | $1.35M | 0.06% | −3,435−11.1% | Reduced |
| Palisade Asset Management, LLC | 27,475 | $1.35M | 0.14% | −166−0.6% | Reduced |
| Moors & Cabot, Inc. | 27,370 | $1.34M | 0.07% | +3,071+12.6% | Added |
| Acadian Asset Management LLC | 27,145 | $1.33M | 0.00% | +27,145 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 27,036 | $1.32M | 0.09% | −579−2.1% | Reduced |
| All Terrain Financial Advisors, LLC | 26,917 | $1.32M | 0.55% | +553+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,675 | $1.31M | 0.03% | +122+0.5% | Added |
| Lee Danner & Bass Inc | 26,672 | $1.31M | 0.10% | +26,672 | New |
| Trust Co of Toledo NA | 26,617 | $1.30M | 0.19% | −684−2.5% | Reduced |
| Courier Capital LLC | 26,563 | $1.30M | 0.10% | −2,634−9.0% | Reduced |
| Walleye Trading LLC | 26,287 | $1.29M | 0.03% | +26,287 | New |
| Johnson Investment Counsel Inc | 26,274 | $1.29M | 0.01% | +41+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,059 | $1.28M | 0.01% | −2,289−8.1% | Reduced |
| Bull Street Advisors, LLC | 25,963 | $1.27M | 0.61% | +125+0.5% | Added |
| Lockheed Martin Investment Management Co | 25,500 | $1.25M | 0.07% | −17,700−41.0% | Reduced |
| Bleakley Financial Group, LLC | 25,486 | $1.25M | 0.04% | +1,847+7.8% | Added |
| Simplicity Wealth,LLC | 25,481 | $1.25M | 0.03% | −2,754−9.8% | Reduced |
| Integrated Advisors Network LLC | 25,403 | $1.24M | 0.06% | −641−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,304 | $1.24M | 0.05% | +25,304 | New |
| IMC-Chicago, LLC | 25,010 | $1.23M | 0.04% | +8,567+52.1% | Added |
| Pensionfund Sabic | 25,000 | $1.23M | 0.36% | 00.0% | Unchanged |
| Gendell Jeffrey L | 25,000 | $1.23M | 0.04% | +25,000 | New |
| Ridgewood Investments LLC | 24,813 | $1.22M | 0.61% | +277+1.1% | Added |
| Resources Investment Advisors, LLC. | 24,803 | $1.22M | 0.02% | +14,636+144.0% | Added |
| Atlantic Union Bankshares Corp | 24,764 | $1.21M | 0.08% | +4,988+25.2% | Added |
| Capital Investment Counsel, Inc | 24,464 | $1.20M | 0.18% | +1,967+8.7% | Added |
| First County Bank | 24,130 | $1.18M | 0.61% | −4,679−16.2% | Reduced |
| Inceptionr LLC | 24,066 | $1.18M | 0.33% | +24,066 | New |
| Arrow Financial Corp | 23,767 | $1.16M | 0.11% | −429−1.8% | Reduced |
| United Services Automobile Association | 23,554 | $1.15M | 0.03% | −1,782−7.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 23,437 | $1.15M | 0.43% | +23,437 | New |
| Verdence Capital Advisors LLC | 23,377 | $1.15M | 0.10% | −4,371−15.8% | Reduced |
| Citadel Advisors LLC | 23,356 | $1.14M | 0.00% | −2,241,833−99.0% | Reduced |
| Capstone Investment Advisors, LLC | 23,345 | $1.14M | 0.02% | +9,854+73.0% | Added |
| Canandaigua National Bank & Trust Co | 23,250 | $1.14M | 0.12% | −2,920−11.2% | Reduced |
| Stock Yards Bank & Trust Co | 23,225 | $1.14M | 0.04% | −454−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 23,186 | $1.14M | 0.17% | +169+0.7% | Added |
| Tradewinds, LLC. | 23,063 | $1.13M | 0.35% | +13,582+143.3% | Added |
| Banque Cantonale Vaudoise | 22,936 | $1.12M | 0.04% | +14,471+171.0% | Added |
| Engineers Gate Manager LP | 22,435 | $1.10M | 0.02% | +22,435 | New |
| Burke & Herbert Bank & Trust Co | 22,214 | $1.09M | 0.26% | +5,795+35.3% | Added |
| Assetmark, Inc | 22,158 | $1.09M | 0.00% | −903−3.9% | Reduced |
| Sigma Planning Corp | 22,131 | $1.08M | 0.03% | −196−0.9% | Reduced |
| Level Four Advisory Services, LLC | 22,096 | $1.08M | 0.05% | +11,965+118.1% | Added |
| Apollon Wealth Management, LLC | 22,064 | $1.08M | 0.03% | +7,286+49.3% | Added |
| MAI Capital Management | 21,787 | $1.07M | 0.01% | −308−1.4% | Reduced |
| Point72 Asset Management, L.P. | 21,591 | $1.06M | 0.00% | −1,971,948−98.9% | Reduced |
| SageView Advisory Group, LLC | 21,448 | $1.05M | 0.05% | +944+4.6% | Added |
| City Holding Co | 21,399 | $1.05M | 0.16% | −1,084−4.8% | Reduced |
| Farmers & Merchants Investments Inc | 21,164 | $1.04M | 0.03% | −3,337−13.6% | Reduced |
| Radnor Capital Management, LLC | 21,062 | $1.03M | 0.31% | −200−0.9% | Reduced |
| Main Street Group, LTD | 21,160 | $1.02M | 0.42% | −4,419−17.3% | Reduced |
| EverSource Wealth Advisors, LLC | 18,991 | $1.02M | 0.07% | +8,974+89.6% | Added |
| Elmwood Wealth Management, Inc. | 20,498 | $1.00M | 0.45% | −904−4.2% | Reduced |
| Jones Financial Companies LLLP | 20,433 | $1.00M | 0.00% | +10,618+108.2% | Added |
| Cullinan Associates Inc | 20,378 | $998.5K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 20,355 | $997.4K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 20,003 | $980.1K | 0.13% | −2,886−12.6% | Reduced |
| NBT Bank N A | 19,893 | $974.8K | 0.07% | −914−4.4% | Reduced |
| Trust Co of Vermont | 19,851 | $972.7K | 0.05% | −152−0.8% | Reduced |
| Clear Street Markets LLC | 19,800 | $970.0K | 0.38% | +19,800 | New |
| Pullen Investment Management, LLC | 19,720 | $966.3K | 0.80% | +6,586+50.1% | Added |
| Vinva Investment Management Ltd | 19,451 | $965.0K | 0.05% | +7,372+61.0% | Added |
| International Assets Investment Management, LLC | 19,680 | $964.3K | 0.09% | +12,067+158.5% | Added |
| Culbertson A N & Co Inc | 19,632 | $962.0K | 0.17% | −841−4.1% | Reduced |
| Peoples Financial Services Corp. | 19,515 | $956.2K | 0.43% | −113−0.6% | Reduced |
| Anchor Investment Management, LLC | 19,477 | $954.4K | 0.10% | −966−4.7% | Reduced |
| Essex Financial Services, Inc. | 17,496 | $948.1K | 0.07% | +2,212+14.5% | Added |
| Point72 Hong Kong Ltd | 19,309 | $946.1K | 0.06% | +19,309 | New |
| PBMares Wealth Management LLC | 19,224 | $942.0K | 0.23% | −700−3.5% | Reduced |
| Coldstream Capital Management Inc | 19,140 | $937.9K | 0.02% | +881+4.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,122 | $937.0K | 0.71% | +53+0.3% | Added |
| Eagle Harbor Asset Management Inc | 19,035 | $932.7K | 1.00% | +98+0.5% | Added |
| Beck Mack & Oliver LLC | 18,965 | $929.3K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,886 | $925.4K | 0.01% | +5,044+36.4% | Added |
| Marietta Investment Partners LLC | 18,884 | $925.3K | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 17,962 | $923.4K | 0.01% | +5,493+44.1% | Added |
| Investment Management Corp of Ontario | 18,741 | $918.3K | 0.02% | +5,200+38.4% | Added |
| Waters Parkerson & Co., LLC | 18,726 | $918.0K | 0.05% | −350−1.8% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $916.3K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 18,685 | $915.6K | 0.01% | +4,389+30.7% | Added |
| Landscape Capital Management, L.L.C. | 18,625 | $912.6K | 0.08% | +18,625 | New |
| Signaturefd, LLC | 18,621 | $912.4K | 0.02% | +3,709+24.9% | Added |