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Livermore
ZHEN

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, Q3 2024

Institutional positions in Dominion Energy, Inc as of Sep 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
1,355
+90 vs. Q2 2024
Shares held
642.2M
+69.2M (+12.1%) vs. Q2 2024
Total value
$37.2B
+$9.16B (+32.6%) vs. Q2 2024
New holders
167
502 more added
Sold out
77
490 more reduced

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,355 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ3 2024: $37.2B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2024.

Institutions holding D in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$60.00%0Unchanged
Creative Capital Management Investments LLC1$580.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1160.00%00.0%Unchanged
Mendota Financial Group, LLC2$1160.00%+2New
Chesapeake Asset Management LLC5$2880.00%+5New
West Branch Capital LLC6$3470.00%+6New
ClariVest Asset Management LLC11$5460.00%00.0%Unchanged
WestEnd Advisors, LLC11$6360.00%00.0%Unchanged
Fortis Group Advisors, LLC13$7510.00%00.0%Unchanged
Pathway Financial Advisers, LLC48,176$8340.00%+37,514+351.8%Added
PrairieView Partners, LLC24$1.00K0.00%00.0%Unchanged
Stone House Investment Management, LLC20$1.16K0.00%00.0%Unchanged
NVWM, LLC21$1.21K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC22$1.27K0.00%00.0%Unchanged
Atlas Capital Advisors LLC28$1.62K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC30$1.73K0.00%+15+100.0%Added
Tidemark, LLC33$1.91K0.00%00.0%Unchanged
SJS Investment Consulting Inc.33$1.91K0.00%+9+37.5%Added
Tucker Asset Management LLC35$2.02K0.00%−56−61.5%Reduced
TFC Financial Management35$2.02K0.00%+22+169.2%Added
Financial Network Wealth Advisors LLC37$2.14K0.00%−4−9.8%Reduced
JNBA Financial Advisors40$2.31K0.00%+40New
Peterson Financial Group, Inc.43$2.48K0.01%+43New
Rogco, LP46$2.66K0.00%−34−42.5%Reduced
AlphaMark Advisors, LLC50$3.00K0.00%−75−60.0%Reduced
Penserra Capital Management LLC69$3.00K0.00%+3+4.5%Added
Coston, McIsaac & Partners57$3.00K0.00%+1+1.8%Added
Leonteq Securities AG54$3.12K0.00%−1,654−96.8%Reduced
Thompson Investment Management, Inc.56$3.24K0.00%00.0%Unchanged
Clear Point Advisors Inc.59$3.41K0.00%−60−50.4%Reduced
Bellevue Asset Management, LLC59$3.42K0.00%+1+1.7%Added
Ritter Daniher Financial Advisory LLC62$3.58K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.63$3.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$3.87K0.00%−190−73.9%Reduced
Arlington Trust Co LLC70$4.04K0.00%+70New
Accordant Advisory Group Inc71$4.10K0.00%−70−49.6%Reduced
Kayne Anderson Rudnick Investment Management LLC84$4.85K0.00%−20−19.2%Reduced
Signature Resources Capital Management, LLC86$4.97K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC88$5.09K0.00%+88New
Kozak & Associates, Inc.89$5.36K0.00%+1+1.1%Added
Stephens Consulting, LLC93$5.38K0.00%−124−57.1%Reduced
Eagle Bay Advisors LLC96$5.55K0.00%−11−10.3%Reduced
Mascoma Wealth Management LLC100$5.78K0.00%00.0%Unchanged
Flaharty Asset Management, LLC100$5.78K0.00%+100New
Clear Street Markets LLC100$6.00K0.00%−19,700−99.5%Reduced
Jackson, Grant Investment Advisers, Inc.109$6.30K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC114$6.59K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC120$6.93K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC127$7.34K0.00%−217−63.1%Reduced
Fairscale Capital, LLC127$7.34K0.01%00.0%Unchanged
Nemes Rush Group LLC154$7.58K0.00%00.0%Unchanged
Highline Wealth Partners LLC131$7.59K0.00%+19+17.0%Added
MB, Levis & Associates, LLC135$7.80K0.00%+2+1.5%Added
Anfield Capital Management, LLC147$8.49K0.00%00.0%Unchanged
Core Alternative Capital149$8.61K0.00%00.0%Unchanged
Barrett & Company, Inc.150$8.67K0.00%00.0%Unchanged
Trust Co150$8.67K0.00%00.0%Unchanged
Pacifica Partners Inc.152$8.78K0.00%00.0%Unchanged
Golden State Equity Partners159$9.19K0.00%+159New
Security National Bank159$9.19K0.00%00.0%Unchanged
PSI Advisors, LLC162$9.36K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.166$9.59K0.00%00.0%Unchanged
Claris Advisors, LLC169$9.76K0.00%+169New
Cape Investment Advisory, Inc.171$9.88K0.00%00.0%Unchanged
WR Wealth Planners, LLC178$10.3K0.00%00.0%Unchanged
FSA Wealth Management LLC187$10.8K0.00%+187New
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$11.0K0.01%00.0%Unchanged
Baldwin Brothers Inc199$11.5K0.00%+33+19.9%Added
Albion Financial Group200$11.6K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$11.6K0.01%00.0%Unchanged
GoalVest Advisory LLC200$11.6K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$11.6K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.200$11.6K0.00%+200New
Westside Investment Management, Inc.210$11.6K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.202$11.7K0.01%+19+10.4%Added
Avion Wealth216$12.0K0.00%+8+3.8%Added
Perritt Capital Management Inc213$12.3K0.01%+3+1.4%Added
West Paces Advisors Inc.213$12.3K0.00%00.0%Unchanged
Winch Advisory Services, LLC213$12.3K0.00%+1+0.5%Added
Cornerstone Planning Group LLC215$12.6K0.00%+7+3.4%Added
McIlrath & Eck, LLC230$13.3K0.00%00.0%Unchanged
Pingora Partners LLC235$13.6K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC243$14.0K0.01%00.0%Unchanged
Legacy Bridge, LLC245$14.2K0.01%00.0%Unchanged
Pineridge Advisors LLC251$14.5K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.254$14.7K0.00%+254New
CBIZ Investment Advisory Services, LLC259$15.0K0.00%+9+3.6%Added
Farmers & Merchants Trust Co of Chambersburg PA260$15.0K0.01%−100−27.8%Reduced
Abound Wealth Management272$15.7K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC272$15.7K0.01%+200+277.8%Added
Bare Financial Services, Inc282$16.3K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC280$16.7K0.01%00.0%Unchanged
Northwest Bank & Trust Co294$17.0K0.01%00.0%Unchanged
ESL Trust Services, LLC300$17.3K0.00%00.0%Unchanged
New Potomac Partners, LLC300$17.3K0.01%+300New
Atlantic Private Wealth, LLC300$17.3K0.01%+300New
First Personal Financial Services301$17.4K0.00%−109−26.6%Reduced
Legacy Investment Solutions, LLC321$18.2K0.01%+321New
Legacy Wealth Managment, LLC321$18.2K0.01%+321New