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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HRT Financial LP | 22,145 | $1.28M | 0.01% | +22,145 | New |
| Radnor Capital Management, LLC | 22,292 | $1.29M | 0.19% | +1,230+5.8% | Added |
| TCG Advisory Services, LLC | 22,348 | $1.29M | 0.06% | −5,135−18.7% | Reduced |
| Ridgewood Investments LLC | 22,544 | $1.30M | 0.65% | −2,269−9.1% | Reduced |
| ABN AMRO Bank N.V. | 22,776 | $1.31M | 0.02% | +17,146+304.5% | Added |
| Haverford Trust Co | 22,783 | $1.32M | 0.01% | +4,098+21.9% | Added |
| Tradewinds, LLC. | 23,064 | $1.33M | 0.41% | +10.0% | Added |
| Sigma Planning Corp | 23,204 | $1.34M | 0.04% | +1,073+4.8% | Added |
| Personal Cfo Solutions, LLC | 23,305 | $1.35M | 0.19% | +119+0.5% | Added |
| Bleakley Financial Group, LLC | 23,704 | $1.37M | 0.04% | −1,782−7.0% | Reduced |
| Pinnacle Associates Ltd | 29,602 | $1.39M | 0.02% | +1,686+6.0% | Added |
| Bryn Mawr Trust Co | 24,277 | $1.40M | 0.03% | +11,006+82.9% | Added |
| Capital Investment Counsel, Inc | 24,371 | $1.41M | 0.20% | −93−0.4% | Reduced |
| Integrated Advisors Network LLC | 24,394 | $1.41M | 0.07% | −1,009−4.0% | Reduced |
| XTX Topco Ltd | 24,428 | $1.41M | 0.10% | +24,428 | New |
| Atlantic Union Bankshares Corp | 24,477 | $1.41M | 0.08% | −287−1.2% | Reduced |
| Trust Co of Toledo NA | 24,801 | $1.43M | 0.19% | −1,816−6.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,839 | $1.44M | 0.10% | −2,197−8.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 24,962 | $1.44M | 0.29% | −7,497−23.1% | Reduced |
| MYDA Advisors LLC | 25,000 | $1.44M | 0.41% | +25,000 | New |
| Moors & Cabot, Inc. | 25,389 | $1.47M | 0.07% | −1,981−7.2% | Reduced |
| Marshall Wace, LLP | 25,449 | $1.47M | 0.00% | −8,243−24.5% | Reduced |
| Park Avenue Securities LLC | 25,699 | $1.49M | 0.02% | −5,070−16.5% | Reduced |
| Bull Street Advisors, LLC | 25,825 | $1.49M | 0.69% | −138−0.5% | Reduced |
| Lee Danner & Bass Inc | 25,946 | $1.50M | 0.11% | −726−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 26,042 | $1.50M | 0.06% | −9,343−26.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,589 | $1.54M | 0.04% | −86−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 26,646 | $1.54M | 0.03% | −999−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,667 | $1.54M | 0.02% | +608+2.3% | Added |
| All Terrain Financial Advisors, LLC | 26,849 | $1.55M | 0.59% | −68−0.3% | Reduced |
| Level Four Advisory Services, LLC | 26,300 | $1.57M | 0.07% | +4,204+19.0% | Added |
| Canandaigua National Bank & Trust Co | 27,381 | $1.58M | 0.15% | +4,131+17.8% | Added |
| D. E. Shaw & Co., Inc. | 27,404 | $1.58M | 0.00% | +13,950+103.7% | Added |
| Palisade Asset Management, LLC | 27,475 | $1.59M | 0.16% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 27,676 | $1.60M | 0.57% | +21+0.1% | Added |
| Investment Management Corp of Ontario | 27,841 | $1.61M | 0.04% | +9,100+48.6% | Added |
| Cassaday & Co Wealth Management LLC | 28,250 | $1.63M | 0.05% | −1,710−5.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 28,464 | $1.64M | 0.11% | +556+2.0% | Added |
| Total Clarity Wealth Management, Inc. | 28,513 | $1.65M | 0.53% | 00.0% | Unchanged |
| Empirical Finance, LLC | 28,787 | $1.66M | 0.10% | +649+2.3% | Added |
| Assetmark, Inc | 28,792 | $1.66M | 0.00% | +6,634+29.9% | Added |
| Walleye Trading LLC | 28,887 | $1.67M | 0.04% | +2,600+9.9% | Added |
| Bay Rivers Group | 29,147 | $1.68M | 0.84% | −100.0% | Reduced |
| Rothschild Investment LLC | 29,160 | $1.69M | 0.11% | −467−1.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 29,178 | $1.69M | 0.34% | +882+3.1% | Added |
| Altman Advisors, Inc. | 29,315 | $1.69M | 0.75% | +284+1.0% | Added |
| Central Trust Co | 29,366 | $1.70M | 0.04% | −1,160−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 29,754 | $1.72M | 0.23% | +2,024+7.3% | Added |
| Taylor Hoffman Capital Management LLC | 29,089 | $1.73M | 0.66% | +29,089 | New |
| Miller Howard Investments Inc | 30,618 | $1.77M | 0.05% | −151,795−83.2% | Reduced |
| Spire Wealth Management | 30,724 | $1.78M | 0.06% | +16,240+112.1% | Added |
| Veriti Management LLC | 30,814 | $1.78M | 0.10% | +1,201+4.1% | Added |
| Vectors Research Management, LLC | 30,853 | $1.78M | 0.54% | +1,336+4.5% | Added |
| HB Wealth Management, LLC | 31,132 | $1.80M | 0.02% | +705+2.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 31,165 | $1.80M | 0.67% | +7,728+33.0% | Added |
| TD Private Client Wealth LLC | 31,192 | $1.80M | 0.05% | −20,000−39.1% | Reduced |
| Courier Capital LLC | 31,346 | $1.81M | 0.12% | +4,783+18.0% | Added |
| Hartford Financial Management Inc. | 31,524 | $1.82M | 0.37% | −17,084−35.1% | Reduced |
| Intech Investment Management LLC | 31,702 | $1.83M | 0.02% | −7,854−19.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 31,943 | $1.85M | 0.08% | +790+2.5% | Added |
| GTS Securities LLC | 32,929 | $1.90M | 0.04% | +27,011+456.4% | Added |
| Crossmark Global Holdings, Inc. | 33,670 | $1.95M | 0.03% | +208+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 33,676 | $1.95M | 0.24% | −695−2.0% | Reduced |
| Argent Trust Co | 33,982 | $1.96M | 0.08% | −5,429−13.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 34,031 | $1.97M | 0.17% | −2,581−7.0% | Reduced |
| Quantbot Technologies LP | 34,072 | $1.97M | 0.08% | +283+0.8% | Added |
| E. Ohman J:or Asset Management AB | 34,100 | $1.97M | 0.05% | +34,100 | New |
| Conning Inc. | 34,430 | $1.99M | 0.07% | −80−0.2% | Reduced |
| Boston Financial Mangement LLC | 34,473 | $1.99M | 0.06% | −637−1.8% | Reduced |
| Tiaa Trust, National Association | 34,650 | $2.00M | 0.01% | −1,225−3.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 34,710 | $2.01M | 0.14% | −9,841−22.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,780 | $2.01M | 0.07% | +1,104+3.3% | Added |
| Jump Financial, LLC | 34,807 | $2.01M | 0.04% | −18,552−34.8% | Reduced |
| Redwood Investment Management, LLC | 35,161 | $2.01M | 0.18% | −3,084−8.1% | Reduced |
| Blair William & Co | 34,990 | $2.02M | 0.01% | +5,438+18.4% | Added |
| Berkshire Bank | 35,068 | $2.03M | 0.48% | +5,933+20.4% | Added |
| Ascent Group, LLC | 35,182 | $2.03M | 0.15% | −1,211−3.3% | Reduced |
| Concurrent Investment Advisors, LLC | 35,385 | $2.04M | 0.06% | +603+1.7% | Added |
| United Capital Financial Advisers, LLC | 35,426 | $2.05M | 0.02% | −680−1.9% | Reduced |
| Norinchukin Bank, The | 35,623 | $2.06M | 0.05% | +5,533+18.4% | Added |
| South Dakota Investment Council | 35,684 | $2.06M | 0.04% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 35,709 | $2.06M | 0.51% | +2,889+8.8% | Added |
| Stamos Capital Partners, L.P. | 35,720 | $2.06M | 0.49% | −19,750−35.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 35,832 | $2.07M | 0.38% | −5,820−14.0% | Reduced |
| Clearstead Advisors, LLC | 35,833 | $2.07M | 0.03% | +335+0.9% | Added |
| Alpha Omega Wealth Management LLC | 36,102 | $2.09M | 0.38% | −2,968−7.6% | Reduced |
| BTC Capital Management, Inc. | 36,528 | $2.11M | 0.19% | −1,426−3.8% | Reduced |
| First Hawaiian Bank | 37,219 | $2.15M | 0.07% | −1,615−4.2% | Reduced |
| Integrated Wealth Concepts LLC | 37,294 | $2.16M | 0.03% | −2,632−6.6% | Reduced |
| Sepio Capital, LP | 37,466 | $2.17M | 0.17% | −2,134−5.4% | Reduced |
| Cornerstone Advisors, LLC | 37,700 | $2.18M | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 38,046 | $2.20M | 0.28% | −200−0.5% | Reduced |
| Toroso Investments, LLC | 38,339 | $2.22M | 0.02% | +2,891+8.2% | Added |
| Westpac Banking Corp | 39,045 | $2.26M | 0.15% | −5,336−12.0% | Reduced |
| NEOS Investment Management LLC | 39,182 | $2.26M | 0.07% | +8,120+26.1% | Added |
| Advisory Services Network, LLC | 46,392 | $2.27M | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 39,491 | $2.28M | 0.03% | +4,608+13.2% | Added |
| Fifth Third Wealth Advisors LLC | 39,886 | $2.31M | 0.14% | +3,053+8.3% | Added |
| National Asset Management, Inc. | 39,848 | $2.31M | 0.06% | +2,177+5.8% | Added |
| Ally Financial Inc. | 40,000 | $2.31M | 0.28% | 00.0% | Unchanged |