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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 6,865 | $336.4K | 0.01% | +259+3.9% | Added |
| International Private Wealth Advisors LLC | 6,784 | $332.4K | 0.56% | +90+1.3% | Added |
| Trust Point Inc. | 6,769 | $331.7K | 0.03% | −943−12.2% | Reduced |
| RiverFront Investment Group, LLC | 6,735 | $330.0K | 0.01% | +1,979+41.6% | Added |
| CNB Bank | 6,720 | $329.3K | 0.16% | −8,905−57.0% | Reduced |
| Colonial Trust Co | 6,690 | $327.8K | 0.06% | −151−2.2% | Reduced |
| Arden Trust Co | 6,681 | $327.4K | 0.05% | +6,681 | New |
| Signature Estate & Investment Advisors LLC | 6,681 | $327.4K | 0.01% | −124−1.8% | Reduced |
| Blue Fin Capital, Inc. | 6,664 | $326.6K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6,659 | $326.3K | 0.16% | +66+1.0% | Added |
| Jarislowsky, Fraser Ltd | 6,651 | $325.9K | 0.00% | −13,917−67.7% | Reduced |
| Montag A & Associates Inc | 6,611 | $323.9K | 0.02% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 6,564 | $322.0K | 0.14% | −562−7.9% | Reduced |
| Boston Private Wealth LLC | 6,545 | $320.7K | 0.01% | −1,838−21.9% | Reduced |
| Alpha Family Trust | 6,540 | $320.5K | 0.19% | 00.0% | Unchanged |
| Syon Capital LLC | 6,506 | $318.8K | 0.03% | −67−1.0% | Reduced |
| Adalta Capital Management LLC | 6,500 | $318.5K | 0.17% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,485 | $317.8K | 0.02% | −3,887−37.5% | Reduced |
| Diligent Investors, LLC | 6,455 | $316.3K | 0.08% | +200+3.2% | Added |
| Fulcrum Equity Management | 6,429 | $315.0K | 0.28% | +85+1.3% | Added |
| Morningstar Investment Services LLC | 6,348 | $315.0K | 0.00% | +327+5.4% | Added |
| Dynamic Advisor Solutions LLC | 6,428 | $315.0K | 0.01% | +491+8.3% | Added |
| Hudock, Inc. | 6,422 | $314.7K | 0.06% | +311+5.1% | Added |
| Abacus Planning Group, Inc. | 6,407 | $313.9K | 0.06% | +1,633+34.2% | Added |
| Summit Trail Advisors, LLC | 6,404 | $313.8K | 0.01% | +1,412+28.3% | Added |
| Sunbelt Securities, Inc. | 6,385 | $312.9K | 0.03% | −289−4.3% | Reduced |
| Tranquility Partners, LLC | 6,344 | $310.9K | 0.12% | +72+1.1% | Added |
| Farmers Trust Co | 6,293 | $308.4K | 0.06% | −260−4.0% | Reduced |
| Northwest Bancshares, Inc. | 6,271 | $307.3K | 0.05% | −104−1.6% | Reduced |
| Capital Management Corp | 6,236 | $305.6K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,201 | $303.8K | 0.02% | +6,201 | New |
| Paloma Partners Management Co | 6,180 | $302.8K | 0.03% | +6,180 | New |
| Park National Corp | 6,163 | $302.0K | 0.01% | −587−8.7% | Reduced |
| Clarius Group, LLC | 6,154 | $301.5K | 0.02% | −950−13.4% | Reduced |
| Luts & Greenleigh Group, Inc | 6,108 | $299.3K | 0.31% | +6,108 | New |
| Ethic Inc. | 6,071 | $297.5K | 0.01% | +684+12.7% | Added |
| Morningstar Investment Management LLC | 6,051 | $296.0K | 0.03% | −999−14.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $294.0K | 0.25% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,986 | $293.3K | 0.00% | −74−1.2% | Reduced |
| ZWJ Investment Counsel Inc | 5,970 | $292.5K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 5,968 | $292.4K | 0.03% | −300−4.8% | Reduced |
| Kinloch Capital, LLC | 5,950 | $291.5K | 0.15% | +599+11.2% | Added |
| Brown Miller Wealth Management, LLC | 5,948 | $291.5K | 0.12% | −186−3.0% | Reduced |
| Mystic Asset Management, Inc. | 5,939 | $291.0K | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 5,931 | $290.6K | 0.01% | +96+1.6% | Added |
| Centre Asset Management, LLC | 5,909 | $290.0K | 0.07% | −1,974−25.0% | Reduced |
| GTS Securities LLC | 5,918 | $290.0K | 0.01% | −18,932−76.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,911 | $289.6K | 0.01% | +124+2.1% | Added |
| Marex Group plc | 5,902 | $289.2K | 0.01% | +5,902 | New |
| Smithfield Trust Co | 5,900 | $289.0K | 0.02% | −150−2.5% | Reduced |
| Violich Capital Management, Inc. | 5,855 | $287.0K | 0.04% | −5,200−47.0% | Reduced |
| Camden National Bank | 5,831 | $285.7K | 0.04% | −23−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 5,828 | $285.6K | 0.06% | −200−3.3% | Reduced |
| LCNB Corp | 5,828 | $285.6K | 0.11% | +1,502+34.7% | Added |
| Old Port Advisors | 5,819 | $285.1K | 0.09% | −1,601−21.6% | Reduced |
| San Luis Wealth Advisors LLC | 5,809 | $285.0K | 0.07% | +5,809 | New |
| Rehmann Capital Advisory Group | 5,799 | $284.2K | 0.02% | +313+5.7% | Added |
| Prossimo Advisors, LLC | 5,775 | $283.0K | 0.26% | −1,208−17.3% | Reduced |
| Cedrus LLC | 5,756 | $282.0K | 0.14% | −162−2.7% | Reduced |
| Aspiriant, LLC | 5,745 | $281.5K | 0.01% | −870−13.2% | Reduced |
| River Wealth Advisors LLC | 5,736 | $281.1K | 0.04% | −1,609−21.9% | Reduced |
| Summit Asset Management, LLC | 5,730 | $280.8K | 0.06% | +804+16.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,720 | $280.3K | 0.05% | +5,720 | New |
| Citizens Financial Group Inc | 5,684 | $278.5K | 0.01% | +1,259+28.5% | Added |
| ABN AMRO Bank N.V. | 5,630 | $278.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5,682 | $278.4K | 0.01% | +283+5.2% | Added |
| Wedmont Private Capital | 5,326 | $276.8K | 0.02% | +504+10.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,623 | $275.5K | 0.01% | +5,623 | New |
| Evercore Wealth Management, LLC | 5,612 | $275.0K | 0.00% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,600 | $274.4K | 0.02% | 00.0% | Unchanged |
| RK Capital Management, LLC | 5,600 | $274.4K | 0.29% | +5,600 | New |
| Fort Washington Investment Advisors Inc | 5,593 | $274.1K | 0.00% | −10.0% | Reduced |
| Terry L. Blaker | 5,579 | $273.4K | 0.01% | −2,645−32.2% | Reduced |
| Northstar Advisory Group, LLC | 5,560 | $272.4K | 0.16% | +5,560 | New |
| Cobblestone Asset Management LLC | 5,557 | $272.3K | 0.18% | +10.0% | Added |
| Elequin Capital LP | 5,578 | $271.9K | 0.07% | +5,578 | New |
| Compass Ion Advisors, LLC | 5,526 | $271.8K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,543 | $271.6K | 0.02% | +5,543 | New |
| Wrapmanager Inc | 5,536 | $271.3K | 0.07% | −2,164−28.1% | Reduced |
| Hyman Charles D | 5,539 | $271.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,512 | $270.1K | 0.01% | −549−9.1% | Reduced |
| Private Trust Co NA | 5,479 | $268.5K | 0.03% | −303−5.2% | Reduced |
| HF Advisory Group, LLC | 5,464 | $267.7K | 0.14% | +33+0.6% | Added |
| Lake Street Advisors Group, LLC | 5,463 | $267.7K | 0.01% | −198−3.5% | Reduced |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,387 | $266.5K | 0.13% | +25+0.5% | Added |
| Capital Analysts, LLC | 5,428 | $266.0K | 0.01% | +990+22.3% | Added |
| IFP Advisors, Inc | 5,418 | $265.5K | 0.01% | −1,181−17.9% | Reduced |
| SFMG, LLC | 5,405 | $264.9K | 0.02% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 5,401 | $264.7K | 0.19% | +11+0.2% | Added |
| Meridian Wealth Management, LLC | 5,389 | $264.1K | 0.03% | +5,389 | New |
| Birchcreek Wealth Management, LLC | 5,351 | $262.2K | 0.15% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 5,336 | $261.5K | 0.21% | 00.0% | Unchanged |
| Keel Point, LLC | 4,741 | $261.2K | 0.02% | +4,741 | New |
| Dividend Assets Capital, LLC | 5,326 | $261.0K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 5,311 | $260.2K | 0.08% | +5,311 | New |
| Boltwood Capital Management | 5,304 | $259.9K | 0.08% | −705−11.7% | Reduced |
| Flputnam Investment Management Co | 5,303 | $259.8K | 0.00% | +503+10.5% | Added |
| Stokes Family Office, LLC | 5,293 | $259.4K | 0.03% | +350+7.1% | Added |
| Siemens Fonds Invest GmbH | 5,286 | $259.0K | 0.02% | −3,527−40.0% | Reduced |