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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 18,491 | $906.1K | 0.04% | −1,023−5.2% | Reduced |
| Valeo Financial Advisors, LLC | 18,485 | $905.8K | 0.03% | −344−1.8% | Reduced |
| Inspire Trust Co, N.A. | 18,470 | $905.0K | 0.30% | +8,670+88.5% | Added |
| Waterfront Wealth Inc. | 18,419 | $902.6K | 0.24% | +427+2.4% | Added |
| Steel Peak Wealth Management LLC | 18,353 | $899.3K | 0.04% | +2,120+13.1% | Added |
| First National Trust Co | 18,330 | $898.2K | 0.04% | −4,562−19.9% | Reduced |
| Chiron Capital Management, LLC | 18,298 | $896.6K | 0.86% | −10,700−36.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,289 | $896.2K | 0.01% | +18,289 | New |
| Woodstock Corp | 18,169 | $890.3K | 0.09% | +2,225+14.0% | Added |
| Beacon Pointe Advisors, LLC | 18,120 | $887.9K | 0.01% | −7,040−28.0% | Reduced |
| Rbo & Co LLC | 17,976 | $880.8K | 0.16% | −48,809−73.1% | Reduced |
| Paradigm Financial Partners, LLC | 17,954 | $879.8K | 0.13% | +1,200+7.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,820 | $873.0K | 0.02% | −2,999−14.4% | Reduced |
| Garner Asset Management Corp | 17,796 | $872.0K | 0.42% | +2,214+14.2% | Added |
| Simmons Bank | 17,625 | $863.6K | 0.07% | −808−4.4% | Reduced |
| Miracle Mile Advisors, LLC | 17,416 | $853.4K | 0.02% | −249−1.4% | Reduced |
| Umb Bank N A | 17,409 | $853.0K | 0.01% | −4,142−19.2% | Reduced |
| Proequities, Inc. | 17,320 | $848.7K | 0.05% | −1,784−9.3% | Reduced |
| GAMMA Investing LLC | 17,155 | $840.6K | 0.11% | +5,937+52.9% | Added |
| Thomasville National Bank | 17,104 | $838.1K | 0.07% | −2,445−12.5% | Reduced |
| South State Corp. | 17,093 | $837.6K | 0.06% | −1,550−8.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,968 | $831.4K | 0.01% | −23,273−57.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $830.5K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 16,872 | $826.7K | 0.01% | +6,118+56.9% | Added |
| Global Retirement Partners, LLC | 16,835 | $824.9K | 0.03% | +4,599+37.6% | Added |
| Sequoia Financial Advisors, LLC | 16,827 | $824.5K | 0.01% | +1,762+11.7% | Added |
| Patten Group, Inc. | 16,819 | $824.1K | 0.19% | +13+0.1% | Added |
| First Horizon Advisors, Inc. | 16,816 | $824.0K | 0.03% | −304−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 16,745 | $820.5K | 0.61% | +16,745 | New |
| Cornerstone Wealth Group, LLC | 16,608 | $813.8K | 0.07% | +169+1.0% | Added |
| Platform Technology Partners | 16,567 | $811.8K | 0.28% | +16,567 | New |
| Intrua Financial, LLC | 16,561 | $811.5K | 0.13% | +1,663+11.2% | Added |
| Taylor Hoffman Wealth Management | 16,836 | $808.3K | 0.33% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 16,492 | $808.1K | 0.03% | −1,227−6.9% | Reduced |
| Arlington Capital Management, Inc. | 16,439 | $805.5K | 0.70% | −37−0.2% | Reduced |
| Greenleaf Trust | 16,432 | $805.2K | 0.01% | −82−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 16,356 | $802.7K | 0.02% | −931−5.4% | Reduced |
| Highview Capital Management LLC | 16,348 | $801.1K | 0.33% | +16,348 | New |
| Holocene Advisors, LP | 16,320 | $799.7K | 0.00% | −79,892−83.0% | Reduced |
| Horizon Investments, LLC | 16,312 | $799.3K | 0.02% | +902+5.9% | Added |
| Teacher Retirement System of Texas | 16,276 | $798.0K | 0.00% | −4,997−23.5% | Reduced |
| Patten & Patten Inc | 16,258 | $796.6K | 0.06% | +4,236+35.2% | Added |
| Nomura Holdings Inc | 16,149 | $791.3K | 0.01% | +9,468+141.7% | Added |
| Sovereign Financial Group, Inc. | 16,069 | $787.4K | 0.20% | −65−0.4% | Reduced |
| United Asset Strategies, Inc. | 16,049 | $786.4K | 0.08% | −1,985−11.0% | Reduced |
| Dover Advisors, LLC | 15,758 | $772.1K | 0.48% | +30+0.2% | Added |
| Blue Edge Capital, LLC | 15,709 | $769.7K | 0.13% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 15,674 | $768.0K | 0.09% | −977−5.9% | Reduced |
| Principal Securities, Inc. | 15,601 | $764.4K | 0.02% | +1,941+14.2% | Added |
| Heritage Wealth Advisors | 15,592 | $764.0K | 0.03% | −2,878−15.6% | Reduced |
| Elevated Capital Advisors, LLC | 15,590 | $763.9K | 0.21% | +15,590 | New |
| Chesley Taft & Associates LLC | 15,577 | $763.3K | 0.04% | +350+2.3% | Added |
| Ancora Advisors, LLC | 15,449 | $757.0K | 0.02% | −500−3.1% | Reduced |
| Reuter James Wealth Management, LLC | 15,446 | $756.9K | 0.56% | −2,392−13.4% | Reduced |
| Verus Financial Partners, Inc. | 15,429 | $756.0K | 0.09% | −1,366−8.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 15,412 | $755.2K | 0.35% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 15,409 | $755.1K | 0.13% | +3,052+24.7% | Added |
| John G Ullman & Associates Inc | 15,278 | $748.6K | 0.11% | −22−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 15,254 | $747.4K | 0.01% | −7,500−33.0% | Reduced |
| MEMBERS Trust Co | 15,125 | $741.1K | 0.02% | +10,000+195.1% | Added |
| J.W. Cole Advisors, Inc. | 15,103 | $740.0K | 0.03% | +668+4.6% | Added |
| Spirit of America Management Corp | 15,100 | $739.9K | 0.15% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 15,054 | $737.6K | 0.24% | +277+1.9% | Added |
| Whitener Capital Management, Inc. | 14,950 | $732.5K | 0.22% | −176−1.2% | Reduced |
| Excalibur Management Corp | 14,936 | $731.9K | 0.30% | +458+3.2% | Added |
| Meeder Advisory Services, Inc. | 14,843 | $727.3K | 0.05% | +4,938+49.9% | Added |
| Bokf, NA | 14,837 | $727.0K | 0.01% | −5,973−28.7% | Reduced |
| Vista Investment Management | 14,806 | $725.5K | 0.29% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 14,686 | $719.6K | 0.13% | +64+0.4% | Added |
| Founders Financial Alliance, LLC | 14,642 | $717.5K | 0.21% | +61+0.4% | Added |
| Asset Dedication, LLC | 14,567 | $713.8K | 0.05% | −472−3.1% | Reduced |
| Meridian Financial Partners LLC | 13,817 | $713.0K | 0.42% | −103−0.7% | Reduced |
| Spire Wealth Management | 14,484 | $709.7K | 0.03% | −6,385−30.6% | Reduced |
| Marco Investment Management LLC | 14,389 | $705.1K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,367 | $704.0K | 0.01% | +8,750+155.8% | Added |
| Stonegate Investment Group, LLC | 14,351 | $703.2K | 0.02% | +1,288+9.9% | Added |
| Mason & Associates, LLC | 14,324 | $701.9K | 0.23% | +14,324 | New |
| Jacobi Capital Management LLC | 14,240 | $697.8K | 0.06% | −288−2.0% | Reduced |
| Archford Capital Strategies, LLC | 14,085 | $690.2K | 0.11% | −402−2.8% | Reduced |
| Snowden Capital Advisors LLC | 13,936 | $682.8K | 0.02% | −580−4.0% | Reduced |
| Joel Isaacson & Co., LLC | 13,900 | $681.1K | 0.04% | +70+0.5% | Added |
| Groupama Asset Managment | 13,851 | $678.7K | 0.01% | +11,745+557.7% | Added |
| TCI Wealth Advisors, Inc. | 13,821 | $677.2K | 0.06% | +44+0.3% | Added |
| Ronald Blue Trust, Inc. | 13,751 | $676.4K | 0.01% | +1,451+11.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 13,735 | $673.0K | 0.45% | −180−1.3% | Reduced |
| Bessemer Group Inc | 13,705 | $672.0K | 0.00% | +1,593+13.2% | Added |
| Venture Visionary Partners LLC | 13,692 | $671.0K | 0.03% | −675−4.7% | Reduced |
| TCTC Holdings, LLC | 13,658 | $669.2K | 0.02% | −431−3.1% | Reduced |
| Chickasaw Capital Management LLC | 13,544 | $664.0K | 0.03% | −4,672−25.6% | Reduced |
| Charter Trust Co | 13,497 | $661.4K | 0.04% | −1,680−11.1% | Reduced |
| D. E. Shaw & Co., Inc. | 13,454 | $659.2K | 0.00% | −14,896−52.5% | Reduced |
| PFG Investments, LLC | 13,449 | $659.0K | 0.05% | −369−2.7% | Reduced |
| Hendershot Investments Inc. | 13,390 | $656.1K | 0.09% | −1,508−10.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,381 | $655.7K | 0.03% | −297−2.2% | Reduced |
| Vista Investment Partners LLC | 13,275 | $650.5K | 0.22% | +13,275 | New |
| Aviva PLC | 13,272 | $650.3K | 0.00% | +416+3.2% | Added |
| Bryn Mawr Trust Co | 13,271 | $650.3K | 0.02% | +1,721+14.9% | Added |
| Csenge Advisory Group | 13,201 | $646.9K | 0.04% | +599+4.8% | Added |
| NTV Asset Management LLC | 13,167 | $645.2K | 0.09% | −274−2.0% | Reduced |
| Empowered Funds, LLC | 13,137 | $643.7K | 0.01% | +1,824+16.1% | Added |