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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 9,179 | $449.8K | 0.05% | −10−0.1% | Reduced |
| We Are One Seven, LLC | 9,144 | $448.0K | 0.02% | +94+1.0% | Added |
| Man Group plc | 9,100 | $445.9K | 0.00% | +9,100 | New |
| Carnegie Capital Asset Management, LLC | 9,054 | $443.6K | 0.01% | −4,880−35.0% | Reduced |
| SS&H Financial Advisors, Inc. | 9,043 | $443.0K | 0.17% | −2,000−18.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,038 | $442.8K | 0.13% | +9,038 | New |
| Outfitter Financial LLC | 9,030 | $442.5K | 0.37% | −10−0.1% | Reduced |
| VeraBank, N.A. | 9,029 | $442.4K | 0.14% | −266−2.9% | Reduced |
| Hexagon Capital Partners LLC | 9,018 | $441.9K | 0.10% | +589+7.0% | Added |
| Oak Harbor Wealth Partners, LLC | 9,012 | $441.6K | 0.14% | −495−5.2% | Reduced |
| CoreCap Advisors, LLC | 8,940 | $438.1K | 0.05% | +1,319+17.3% | Added |
| Headinvest, LLC | 8,869 | $434.6K | 0.09% | +40+0.5% | Added |
| Cigna Investments Inc | 8,826 | $433.0K | 0.08% | −90−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,821 | $432.2K | 0.01% | −478−5.1% | Reduced |
| Valmark Advisers, Inc. | 8,812 | $431.8K | 0.01% | −81−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 8,789 | $430.6K | 0.07% | +1,541+21.3% | Added |
| Welch Group, LLC | 8,778 | $430.1K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8,772 | $430.0K | 0.01% | −109−1.2% | Reduced |
| Rowland & Co Investment Counsel | 8,636 | $423.2K | 0.09% | −80−0.9% | Reduced |
| ICW Investment Advisors LLC | 8,631 | $422.9K | 0.19% | −54−0.6% | Reduced |
| Searle & Co. | 8,611 | $421.9K | 0.10% | +1,574+22.4% | Added |
| Atomi Financial Group, Inc. | 8,600 | $421.4K | 0.03% | +2,547+42.1% | Added |
| Hardin Capital Partners, LLC | 8,599 | $421.4K | 0.27% | +8,599 | New |
| Schmidt P J Investment Management Inc | 8,564 | $419.6K | 0.08% | −492−5.4% | Reduced |
| Sharp Financial Services, LLC | 8,550 | $418.9K | 0.36% | +8,550 | New |
| Alan B. Lancz & Associates, Inc. | 8,542 | $418.6K | 0.41% | +8,542 | New |
| AlphaStar Capital Management, LLC | 8,393 | $418.4K | 0.04% | +8,393 | New |
| EP Wealth Advisors, LLC | 8,538 | $418.4K | 0.00% | +914+12.0% | Added |
| Readystate Asset Management LP | 8,477 | $415.4K | 0.02% | +8,477 | New |
| Pointe Capital Management LLC | 8,443 | $413.7K | 0.26% | −216−2.5% | Reduced |
| Leavell Investment Management, Inc. | 8,423 | $413.0K | 0.02% | +845+11.2% | Added |
| Wealthcare Advisory Partners LLC | 8,403 | $411.7K | 0.01% | −6,079−42.0% | Reduced |
| Glenview Trust Co | 8,339 | $408.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8,327 | $408.0K | 0.08% | −340−3.9% | Reduced |
| 1620 Investment Advisors, Inc. | 8,307 | $407.0K | 0.31% | +8,307 | New |
| BKD Wealth Advisors, LLC | 8,235 | $403.5K | 0.01% | +512+6.6% | Added |
| Cullen Capital Management LLC | 8,217 | $402.6K | 0.00% | +151+1.9% | Added |
| First United Bank Trust | 8,202 | $401.9K | 0.15% | −363−4.2% | Reduced |
| Commonwealth Retirement Investments LLC | 8,159 | $399.8K | 0.18% | −1,259−13.4% | Reduced |
| SeaCrest Wealth Management, LLC | 8,065 | $395.2K | 0.04% | −262−3.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,008 | $392.4K | 0.09% | −21,628−73.0% | Reduced |
| Quadrant Capital Group LLC | 7,998 | $391.9K | 0.03% | +454+6.0% | Added |
| Marcum Wealth, LLC | 7,989 | $391.4K | 0.04% | −288−3.5% | Reduced |
| Wealthspire Advisors, LLC | 7,961 | $390.1K | 0.00% | +497+6.7% | Added |
| Mainstay Capital Management LLC | 7,959 | $390.0K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 7,946 | $389.4K | 0.13% | −6,198−43.8% | Reduced |
| 1st Source Bank | 7,936 | $388.9K | 0.02% | −577−6.8% | Reduced |
| Apella Capital, LLC | 7,782 | $385.1K | 0.02% | +7,782 | New |
| Whittier Trust Co | 7,851 | $384.7K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,834 | $384.0K | 0.01% | +222+2.9% | Added |
| Manchester Capital Management LLC | 7,822 | $383.3K | 0.05% | +620+8.6% | Added |
| Keudell/Morrison Wealth Management | 7,799 | $382.1K | 0.11% | −1,031−11.7% | Reduced |
| Central Bank & Trust Co | 7,762 | $380.3K | 0.05% | −1,187−13.3% | Reduced |
| Invesco, LLC | 7,750 | $379.8K | 0.16% | 00.0% | Unchanged |
| Saturna Capital CORP | 7,750 | $379.8K | 0.01% | +1,000+14.8% | Added |
| Quotient Wealth Partners, LLC | 7,739 | $379.2K | 0.01% | +893+13.0% | Added |
| RVW Wealth, LLC | 7,725 | $378.5K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,722 | $378.4K | 0.11% | +519+7.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,711 | $377.8K | 0.16% | −74−1.0% | Reduced |
| Beech Hill Advisors, Inc. | 7,708 | $377.7K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,699 | $377.3K | 0.01% | +172+2.3% | Added |
| Merit Financial Group, LLC | 7,640 | $374.4K | 0.01% | −1,610−17.4% | Reduced |
| Shelton Wealth Management, LLC | 7,634 | $374.1K | 0.22% | +7,634 | New |
| JBR Co Financial Management Inc | 7,616 | $373.2K | 0.26% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,591 | $372.0K | 0.02% | +26+0.3% | Added |
| Lindbrook Capital, LLC | 7,531 | $369.0K | 0.03% | −2,252−23.0% | Reduced |
| Sar Wealth Management Group, LLC | 7,490 | $367.0K | 0.26% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 7,440 | $364.6K | 0.26% | +598+8.7% | Added |
| Smith, Moore & Co. | 7,422 | $363.7K | 0.04% | +30.0% | Added |
| Cidel Asset Management Inc | 7,413 | $363.2K | 0.03% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 7,410 | $363.1K | 0.07% | −425−5.4% | Reduced |
| Fruth Investment Management | 7,425 | $363.0K | 0.10% | −250−3.3% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $363.0K | 0.14% | +7,417 | New |
| Ameritas Advisory Services, LLC | 7,404 | $362.8K | 0.01% | −624−7.8% | Reduced |
| Cornerstone Advisory, LLC | 7,402 | $362.7K | 0.05% | −211−2.8% | Reduced |
| Centennial Wealth Advisory LLC | 7,381 | $361.7K | 0.16% | +199+2.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,324 | $358.9K | 0.06% | −180−2.4% | Reduced |
| Danske Bank A/S | 7,300 | $357.7K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,290 | $357.2K | 0.06% | −1,180−13.9% | Reduced |
| Fragasso Group Inc. | 7,262 | $355.9K | 0.03% | +114+1.6% | Added |
| Investors Research Corp | 7,248 | $355.2K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,221 | $353.8K | 0.01% | −1,225−14.5% | Reduced |
| Crestwood Advisors Group LLC | 7,216 | $353.6K | 0.01% | −608−7.8% | Reduced |
| Private Wealth Partners, LLC | 7,200 | $352.8K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,185 | $352.1K | 0.02% | +7,185 | New |
| Catalyst Financial Partners LLC | 7,180 | $351.8K | 0.08% | −20−0.3% | Reduced |
| Sheets Smith Wealth Management | 7,151 | $350.4K | 0.04% | +118+1.7% | Added |
| Legacy Financial Advisors, Inc. | 7,142 | $350.0K | 0.06% | +7,142 | New |
| Capital Asset Advisory Services LLC | 7,053 | $349.0K | 0.02% | −2,132−23.2% | Reduced |
| LRI Investments, LLC | 7,113 | $348.5K | 0.04% | +6,501+1,062.3% | Added |
| Machina Capital S.A.S. | 7,104 | $348.1K | 0.16% | +7,104 | New |
| BLB&B Advisors, LLC | 7,050 | $345.4K | 0.02% | −340−4.6% | Reduced |
| Shay Capital LLC | 7,050 | $345.4K | 0.10% | +7,050 | New |
| Ci Investments Inc. | 7,043 | $345.0K | 0.00% | +472+7.2% | Added |
| Exchange Traded Concepts, LLC | 7,001 | $343.0K | 0.01% | +5,850+508.3% | Added |
| Lakeview Capital Partners, LLC | 6,921 | $340.4K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,939 | $340.0K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 6,929 | $339.5K | 0.02% | −196−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 6,859 | $339.4K | 0.03% | +703+11.4% | Added |
| Heritage Trust Co | 6,922 | $339.2K | 0.04% | +832+13.7% | Added |