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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 40,832 | $2.36M | 0.95% | +3,005+7.9% | Added |
| New Mexico Educational Retirement Board | 40,973 | $2.37M | 0.08% | −1,200−2.8% | Reduced |
| NewEdge Wealth, LLC | 41,299 | $2.39M | 0.04% | +5,006+13.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,603 | $2.40M | 0.01% | +11,972+40.4% | Added |
| Vestcor Inc | 41,718 | $2.41M | 0.08% | −7,065−14.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 41,765 | $2.41M | 0.06% | +36,253+657.7% | Added |
| Colonial River Wealth Management, LLC | 41,774 | $2.41M | 1.20% | −13,031−23.8% | Reduced |
| Edgestream Partners, L.P. | 41,871 | $2.42M | 0.11% | +37,497+857.3% | Added |
| Gratus Wealth Advisors, LLC | 42,556 | $2.43M | 0.40% | +770+1.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 42,655 | $2.47M | 0.24% | −1,443−3.3% | Reduced |
| RSM US Wealth Management LLC | 42,958 | $2.50M | 0.04% | +5,091+13.4% | Added |
| Carret Asset Management, LLC | 43,301 | $2.50M | 0.27% | −2,270−5.0% | Reduced |
| Leelyn Smith, LLC | 44,101 | $2.55M | 0.46% | +1,488+3.5% | Added |
| Raymond James Trust N.A. | 44,150 | $2.55M | 0.06% | +2,315+5.5% | Added |
| Employees Retirement System of Texas | 44,216 | $2.56M | 0.02% | +44,216 | New |
| Beck Capital Management, LLC | 44,462 | $2.57M | 0.69% | +728+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,823 | $2.59M | 0.01% | −54,580−54.9% | Reduced |
| Tower Research Capital LLC (TRC) | 44,978 | $2.60M | 0.07% | −85,501−65.5% | Reduced |
| Zions Bancorporation, N.A. | 45,483 | $2.63M | 0.19% | −63,239−58.2% | Reduced |
| Kestra Private Wealth Services, LLC | 45,684 | $2.64M | 0.05% | +13,152+40.4% | Added |
| Financial Counselors Inc | 46,111 | $2.66M | 0.04% | −6,160−11.8% | Reduced |
| VCI Wealth Management LLC | 46,316 | $2.68M | 1.19% | +46,316 | New |
| Securian Asset Management, Inc | 46,399 | $2.68M | 0.08% | −1,798−3.7% | Reduced |
| Morton Community Bank | 46,605 | $2.69M | 0.70% | +2,427+5.5% | Added |
| Rakuten Investment Management, Inc. | 47,523 | $2.72M | 0.02% | +11,844+33.2% | Added |
| Atria Wealth Solutions, Inc. | 47,103 | $2.72M | 0.03% | +2,164+4.8% | Added |
| Louisiana State Employees Retirement System | 47,200 | $2.73M | 0.05% | −200−0.4% | Reduced |
| Jones Financial Companies LLLP | 47,784 | $2.73M | 0.00% | +27,351+133.9% | Added |
| Ontario Teachers Pension Plan Board | 47,546 | $2.75M | 0.02% | −85,982−64.4% | Reduced |
| Bradley Foster & Sargent Inc | 47,569 | $2.75M | 0.05% | −1,015−2.1% | Reduced |
| Graham Capital Wealth Management, LLC | 47,735 | $2.76M | 2.82% | +1,268+2.7% | Added |
| Sandy Spring Bank | 47,763 | $2.76M | 0.11% | +15,395+47.6% | Added |
| Maryland State Retirement & Pension System | 47,893 | $2.77M | 0.06% | −17,167−26.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 49,064 | $2.84M | 1.78% | +13,859+39.4% | Added |
| Thrivent Financial for Lutherans | 49,481 | $2.86M | 0.01% | −4,537−8.4% | Reduced |
| Ieq Capital, LLC | 49,632 | $2.87M | 0.04% | +14,053+39.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 49,958 | $2.89M | 0.06% | +24,654+97.4% | Added |
| First Bank & Trust | 50,068 | $2.89M | 0.55% | −3,038−5.7% | Reduced |
| Profund Advisors LLC | 50,611 | $2.92M | 0.11% | +4,327+9.3% | Added |
| Brevan Howard Capital Management LP | 51,321 | $2.97M | 0.14% | +45,120+727.6% | Added |
| Advisors Management Group Inc | 51,844 | $3.00M | 0.71% | +155+0.3% | Added |
| Prospera Financial Services Inc | 52,219 | $3.02M | 0.08% | +132+0.3% | Added |
| UniSuper Management Pty Ltd | 52,367 | $3.03M | 0.02% | −2,069,609−97.5% | Reduced |
| XML Financial, LLC | 52,430 | $3.03M | 0.28% | −5,374−9.3% | Reduced |
| Hartford Investment Management Co | 52,674 | $3.04M | 0.10% | −945−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 53,442 | $3.09M | 0.05% | +8,962+20.1% | Added |
| Dakota Wealth Management | 53,539 | $3.09M | 0.07% | −291−0.5% | Reduced |
| MONECO Advisors, LLC | 54,395 | $3.14M | 0.39% | +43,559+402.0% | Added |
| Mizuho Securities USA LLC | 54,401 | $3.14M | 0.07% | −10,226−15.8% | Reduced |
| Atria Investments LLC | 55,369 | $3.20M | 0.04% | −26,915−32.7% | Reduced |
| D.A. Davidson & Co. | 55,626 | $3.21M | 0.03% | +898+1.6% | Added |
| Two Sigma Investments, LP | 56,820 | $3.28M | 0.01% | −11,090−16.3% | Reduced |
| Bill Few Associates, Inc. | 56,875 | $3.29M | 1.17% | +1,722+3.1% | Added |
| Jackson Hole Capital Partners, LLC | 57,105 | $3.30M | 0.69% | +5,056+9.7% | Added |
| GWM Advisors LLC | 57,115 | $3.30M | 0.02% | +2,908+5.4% | Added |
| Capital Investment Advisory Services, LLC | 57,358 | $3.31M | 0.31% | +1,513+2.7% | Added |
| Redmond Asset Management, LLC | 57,368 | $3.32M | 1.04% | +1,081+1.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 57,735 | $3.34M | 0.08% | +15,133+35.5% | Added |
| AMG National Trust Bank | 57,879 | $3.34M | 0.09% | +1,052+1.9% | Added |
| Schnieders Capital Management LLC | 58,178 | $3.36M | 0.64% | +7,935+15.8% | Added |
| Baird Financial Group, Inc. | 58,275 | $3.37M | 0.01% | −6,909−10.6% | Reduced |
| Kentucky Retirement Systems | 58,445 | $3.38M | 0.10% | −4,720−7.5% | Reduced |
| WBI Investments | 58,504 | $3.38M | 0.81% | +52+0.1% | Added |
| Sterling Capital Management LLC | 59,287 | $3.43M | 0.04% | +59,287 | New |
| Holocene Advisors, LP | 59,497 | $3.44M | 0.01% | +43,177+264.6% | Added |
| Synovus Financial Corp | 60,142 | $3.48M | 0.04% | −8,934−12.9% | Reduced |
| Trust Co of Virginia | 61,339 | $3.54M | 0.32% | −937−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 61,343 | $3.55M | 0.02% | +4,021+7.0% | Added |
| Old Point Trust & Financial Services N A | 61,430 | $3.55M | 1.28% | +100+0.2% | Added |
| Avantax Advisory Services, Inc. | 61,657 | $3.56M | 0.02% | −4,977−7.5% | Reduced |
| IHT Wealth Management, LLC | 61,761 | $3.57M | 0.10% | +20,281+48.9% | Added |
| Nordea Investment Management AB | 62,222 | $3.59M | 0.00% | +21,699+53.5% | Added |
| Teachers Retirement System of the State of Kentucky | 62,235 | $3.60M | 0.03% | −3,739−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 75,436 | $3.61M | 0.02% | +21,916+40.9% | Added |
| Pacer Advisors, Inc. | 62,581 | $3.62M | 0.01% | +3,201+5.4% | Added |
| Cubist Systematic Strategies, LLC | 63,632 | $3.68M | 0.06% | +17,863+39.0% | Added |
| Hennessy Advisors Inc | 64,477 | $3.73M | 0.12% | −2,800−4.2% | Reduced |
| KBC Group NV | 65,413 | $3.78M | 0.01% | +1,895+3.0% | Added |
| TrueMark Investments, LLC | 65,591 | $3.79M | 1.22% | +65,591 | New |
| Gulf International Bank (UK) Ltd | 66,049 | $3.82M | 0.10% | −2,825−4.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 66,349 | $3.83M | 0.32% | +20,201+43.8% | Added |
| WSFS Capital Management, LLC | 66,898 | $3.87M | 0.21% | −5,709−7.9% | Reduced |
| Independent Advisor Alliance | 67,464 | $3.90M | 0.14% | +6,078+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 67,532 | $3.90M | 0.00% | +4,272+6.8% | Added |
| Manhattan West Asset Management, LLC | 67,831 | $3.92M | 1.01% | +4,157+6.5% | Added |
| Mercer Global Advisors Inc | 67,859 | $3.95M | 0.01% | +8,706+14.7% | Added |
| Resolution Capital Ltd | 68,461 | $3.96M | 0.07% | +40,570+145.5% | Added |
| Metis Global Partners, LLC | 68,696 | $3.97M | 0.12% | +16,695+32.1% | Added |
| Carson Advisory Inc. | 68,737 | $3.97M | 2.49% | +898+1.3% | Added |
| Stablepoint Partners, LLC | 69,281 | $4.00M | 0.73% | +734+1.1% | Added |
| Oppenheimer & Co Inc | 69,343 | $4.01M | 0.06% | +12,890+22.8% | Added |
| Peapack Gladstone Financial Corp | 69,397 | $4.01M | 0.06% | −1,758−2.5% | Reduced |
| Axxcess Wealth Management, LLC | 69,429 | $4.01M | 0.10% | −11,904−14.6% | Reduced |
| Occidental Asset Management, LLC | 69,976 | $4.04M | 0.65% | +69,976 | New |
| Salomon & Ludwin, LLC | 71,555 | $4.14M | 0.42% | −1,416−1.9% | Reduced |
| Robinson Value Management, Ltd. | 71,626 | $4.14M | 2.69% | +327+0.5% | Added |
| Oregon Public Employees Retirement Fund | 71,852 | $4.15M | 0.08% | −170−0.2% | Reduced |
| Cresset Asset Management, LLC | 71,861 | $4.15M | 0.02% | +1,562+2.2% | Added |
| CIBC World Markets Inc. | 72,227 | $4.17M | 0.01% | +1,000+1.4% | Added |
| MML Investors Services, LLC | 72,666 | $4.20M | 0.02% | −25,651−26.1% | Reduced |