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 |
|---|---|---|---|---|---|
| Plan Group Financial, LLC | 13,117 | $642.8K | 0.39% | +7,116+118.6% | Added |
| Linscomb & Williams, Inc. | 13,071 | $640.5K | 0.03% | −1,184−8.3% | Reduced |
| Peoples Bank | 13,034 | $638.7K | 0.50% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 13,000 | $637.0K | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,991 | $636.6K | 0.02% | +3,256+33.4% | Added |
| Harbour Investments, Inc. | 12,980 | $636.0K | 0.02% | −418−3.1% | Reduced |
| Cypress Capital Group | 12,938 | $634.0K | 0.08% | −1,015−7.3% | Reduced |
| TownSquare Capital, LLC | 12,784 | $626.4K | 0.01% | +446+3.6% | Added |
| HighPoint Advisor Group LLC | 11,767 | $626.0K | 0.04% | −270−2.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,775 | $626.0K | 0.06% | +2,433+23.5% | Added |
| Donaldson Capital Management, LLC | 12,737 | $624.1K | 0.03% | −71−0.6% | Reduced |
| Ballentine Partners, LLC | 12,666 | $620.6K | 0.01% | +636+5.3% | Added |
| Wedbush Securities Inc | 12,541 | $615.0K | 0.02% | +3,837+44.1% | Added |
| Buckingham Strategic Wealth, LLC | 12,510 | $613.0K | 0.01% | +49+0.4% | Added |
| Campbell Wealth Management | 12,494 | $612.0K | 0.20% | −607−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 12,477 | $611.4K | 0.23% | +1,028+9.0% | Added |
| Hilltop Holdings Inc. | 12,472 | $611.1K | 0.07% | +179+1.5% | Added |
| Empire Financial Management Company, LLC | 12,454 | $610.3K | 0.20% | +12,454 | New |
| Holderness Investments Co | 12,374 | $606.3K | 0.14% | −544−4.2% | Reduced |
| Ingalls & Snyder LLC | 12,347 | $605.0K | 0.03% | −897−6.8% | Reduced |
| Keystone Financial Group | 12,275 | $601.5K | 0.22% | +85+0.7% | Added |
| Nebula Research & Development LLC | 12,238 | $599.7K | 0.10% | +12,238 | New |
| Daymark Wealth Partners, LLC | 12,146 | $595.2K | 0.03% | +1,562+14.8% | Added |
| Canal Capital Management, LLC | 12,110 | $593.4K | 0.10% | +2,467+25.6% | Added |
| Robeco Institutional Asset Management B.V. | 12,073 | $591.6K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,008 | $588.4K | 0.04% | −955−7.4% | Reduced |
| Sumitomo Life Insurance Co | 11,948 | $585.5K | 0.01% | −1,630−12.0% | Reduced |
| Ti-Trust, Inc | 11,929 | $584.5K | 0.45% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 11,922 | $584.2K | 0.20% | +210+1.8% | Added |
| Hayek Kallen Investment Management | 11,893 | $583.0K | 0.22% | −298−2.4% | Reduced |
| Plimoth Trust Co LLC | 11,850 | $580.6K | 0.15% | +370+3.2% | Added |
| Buckingham Strategic Partners | 11,838 | $580.1K | 0.02% | −1,519−11.4% | Reduced |
| Savant Capital, LLC | 11,803 | $578.4K | 0.01% | +2,207+23.0% | Added |
| TCW Group Inc | 11,726 | $574.6K | 0.01% | +448+4.0% | Added |
| Intrust Bank NA | 11,650 | $570.9K | 0.06% | −754−6.1% | Reduced |
| Good Life Advisors, LLC | 11,612 | $569.0K | 0.05% | +998+9.4% | Added |
| BCGM Wealth Management, LLC | 11,609 | $568.8K | 0.20% | −1,610−12.2% | Reduced |
| Wetherby Asset Management Inc | 11,587 | $567.8K | 0.03% | +137+1.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,549 | $565.9K | 0.03% | +129+1.1% | Added |
| Caldwell Trust Co | 11,522 | $564.6K | 0.06% | 00.0% | Unchanged |
| United Bank | 11,354 | $556.3K | 0.07% | −380−3.2% | Reduced |
| Wolverine Trading, LLC | 11,254 | $551.4K | 0.01% | +11,254 | New |
| Insigneo Advisory Services, LLC | 10,201 | $551.3K | 0.06% | −1,062−9.4% | Reduced |
| Principle Wealth Partners LLC | 11,236 | $550.6K | 0.04% | +20.0% | Added |
| Stratos Wealth Advisors, LLC | 11,227 | $550.2K | 0.03% | +11,227 | New |
| U.S. Capital Wealth Advisors, LLC | 11,110 | $544.4K | 0.02% | +151+1.4% | Added |
| Vise Technologies, Inc. | 11,048 | $541.4K | 0.09% | +600+5.7% | Added |
| Cullen/Frost Bankers, Inc. | 11,010 | $539.5K | 0.01% | −671−5.7% | Reduced |
| Hall Capital Management Co Inc | 10,981 | $538.0K | 0.26% | −375−3.3% | Reduced |
| Heritage Investors Management Corp | 10,978 | $538.0K | 0.02% | −37−0.3% | Reduced |
| Adams Wealth Management | 10,938 | $536.0K | 0.12% | −3,785−25.7% | Reduced |
| CacheTech Inc. | 10,938 | $536.0K | 0.12% | +10,938 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,909 | $534.5K | 0.06% | +195+1.8% | Added |
| Grimes & Company, Inc. | 10,843 | $531.3K | 0.02% | −21−0.2% | Reduced |
| MONECO Advisors, LLC | 10,836 | $530.9K | 0.08% | +996+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 10,761 | $527.3K | 0.00% | +10,561+5,280.5% | Added |
| Precedent Wealth Partners, LLC | 10,742 | $526.4K | 0.21% | +2,950+37.9% | Added |
| Stony Point Wealth Management Inc. | 10,709 | $524.8K | 0.23% | −646−5.7% | Reduced |
| Pathway Financial Advisers, LLC | 10,662 | $521.3K | 0.19% | −608−5.4% | Reduced |
| Key Financial Inc | 10,580 | $518.4K | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,530 | $516.0K | 0.06% | +10,530 | New |
| Advanced Portfolio Management, LLC | 10,514 | $515.2K | 0.36% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,377 | $508.5K | 0.13% | +72+0.7% | Added |
| Modera Wealth Management, LLC | 10,374 | $508.3K | 0.01% | −66−0.6% | Reduced |
| HBK Sorce Advisory LLC | 10,258 | $502.6K | 0.02% | +276+2.8% | Added |
| St Germain D J Co Inc | 10,236 | $501.6K | 0.02% | +3,294+47.5% | Added |
| Bank of New Hampshire | 10,224 | $501.0K | 0.13% | −5,423−34.7% | Reduced |
| NovaPoint Capital, LLC | 10,218 | $500.7K | 0.17% | +10,218 | New |
| Parcion Private Wealth LLC | 10,168 | $498.2K | 0.05% | −528−4.9% | Reduced |
| HM Payson & Co | 10,168 | $498.2K | 0.01% | +366+3.7% | Added |
| Foundations Investment Advisors, LLC | 10,136 | $496.6K | 0.01% | +1,024+11.2% | Added |
| Camelot Portfolios, LLC | 10,115 | $495.6K | 0.28% | +10,115 | New |
| Fidelis Capital Partners, LLC | 8,986 | $495.0K | 0.07% | −899−9.1% | Reduced |
| SPC Financial, Inc. | 10,094 | $494.6K | 0.05% | −200−1.9% | Reduced |
| NorthRock Partners, LLC | 9,925 | $486.3K | 0.02% | +127+1.3% | Added |
| Armstrong Advisory Group, Inc | 9,910 | $485.6K | 0.04% | −74−0.7% | Reduced |
| Phoenix Wealth Advisors | 9,895 | $484.9K | 0.24% | +51+0.5% | Added |
| Renaissance Group LLC | 9,791 | $479.8K | 0.02% | +80+0.8% | Added |
| Eagle Ridge Investment Management | 9,771 | $478.8K | 0.04% | −474−4.6% | Reduced |
| Triangle Securities Wealth Management | 9,754 | $478.0K | 0.13% | −440−4.3% | Reduced |
| Kovack Advisors, Inc. | 9,734 | $477.0K | 0.05% | +1,175+13.7% | Added |
| Belpointe Asset Management LLC | 9,723 | $476.4K | 0.03% | +464+5.0% | Added |
| CAPROCK Group, Inc. | 9,679 | $474.3K | 0.02% | +5,525+133.0% | Added |
| V-Square Quantitative Management LLC | 9,651 | $472.9K | 0.08% | +557+6.1% | Added |
| Aptus Capital Advisors, LLC | 9,638 | $472.3K | 0.01% | +1,595+19.8% | Added |
| Nations Financial Group Inc, | 9,633 | $472.0K | 0.04% | +502+5.5% | Added |
| Infrastructure Capital Advisors, LLC | 9,592 | $470.0K | 0.07% | −114−1.2% | Reduced |
| Park Place Capital Corp | 9,570 | $468.9K | 0.15% | −3,436−26.4% | Reduced |
| Equitable Holdings, Inc. | 9,562 | $468.5K | 0.00% | −1,303−12.0% | Reduced |
| Chemung Canal Trust Co | 9,511 | $466.0K | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,444 | $462.8K | 0.02% | −276−2.8% | Reduced |
| Kidder Stephen W | 9,439 | $462.5K | 0.14% | 00.0% | Unchanged |
| TFG Advisers LLC | 9,427 | $461.9K | 0.18% | +226+2.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 9,403 | $461.0K | 0.31% | +8+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 9,386 | $459.9K | 0.03% | −1,925−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,340 | $457.7K | 0.01% | −2,006−17.7% | Reduced |
| Burney Co | 9,304 | $455.9K | 0.02% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 9,277 | $454.6K | 0.31% | −34−0.4% | Reduced |
| Mutual Advisors, LLC | 8,526 | $451.1K | 0.01% | −27,492−76.3% | Reduced |
| Mechanics Bank Trust Department | 9,203 | $450.9K | 0.06% | −600−6.1% | Reduced |