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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 320 | $18.5K | 0.00% | −32−9.1% | Reduced |
| Gables Capital Management Inc. | 320 | $18.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 324 | $18.7K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 326 | $18.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 328 | $19.0K | 0.00% | +10+3.1% | Added |
| CGC Financial Services, LLC | 339 | $19.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 340 | $19.6K | 0.00% | −250−42.4% | Reduced |
| Archer Investment Corp | 341 | $19.7K | 0.01% | +2+0.6% | Added |
| Sit Investment Associates Inc | 349 | $20.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 350 | $20.2K | 0.00% | +59+20.3% | Added |
| DecisionPoint Financial, LLC | 355 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 363 | $21.0K | 0.00% | −140−27.8% | Reduced |
| Creative Financial Designs Inc | 364 | $21.1K | 0.00% | +3+0.8% | Added |
| Wolff Wiese Magana LLC | 373 | $21.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 380 | $22.0K | 0.01% | +298+363.4% | Added |
| American National Bank | 382 | $22.1K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 385 | $22.2K | 0.02% | +385 | New |
| Annapolis Financial Services, LLC | 400 | $23.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 408 | $23.6K | 0.00% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 425 | $24.6K | 0.00% | +116+37.5% | Added |
| Semmax Financial Advisors Inc. | 451 | $25.7K | 0.01% | −53−10.5% | Reduced |
| Providence Capital Advisors, LLC | 458 | $26.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 464 | $26.8K | 0.00% | +464 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 469 | $27.2K | 0.01% | +1+0.2% | Added |
| Monetary Management Group Inc | 479 | $27.7K | 0.01% | +79+19.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 480 | $27.7K | 0.02% | +480 | New |
| Criterion Capital Advisors, LLC | 579 | $28.4K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $28.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $28.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 501 | $29.0K | 0.03% | +17+3.5% | Added |
| DAGCO, Inc. | 503 | $29.1K | 0.01% | +12+2.4% | Added |
| Hemington Wealth Management | 507 | $30.0K | 0.01% | +507 | New |
| Atlantic Trust, LLC | 538 | $31.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 557 | $32.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $32.2K | 0.03% | – | – |
| Frazier Financial Advisors, LLC | 561 | $32.4K | 0.03% | +561 | New |
| Optimum Investment Advisors | 563 | $32.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 568 | $32.8K | 0.02% | +487+601.2% | Added |
| Millburn Ridgefield Corp | 581 | $33.6K | 0.00% | −66−10.2% | Reduced |
| Aspire Private Capital, LLC | 586 | $33.9K | 0.01% | −130−18.2% | Reduced |
| Old Second National Bank of Aurora | 587 | $33.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 593 | $34.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 608 | $35.1K | 0.00% | +449+282.4% | Added |
| Reston Wealth Management LLC | 622 | $35.9K | 0.01% | +622 | New |
| Rise Advisors, LLC | 626 | $36.2K | 0.02% | −23−3.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 628 | $36.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 632 | $36.5K | 0.01% | +55+9.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 639 | $36.9K | 0.01% | −503−44.0% | Reduced |
| Center for Financial Planning, Inc. | 641 | $37.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 661 | $38.0K | 0.01% | +8+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 669 | $38.6K | 0.01% | +8+1.2% | Added |
| Capital Advisors, Ltd. LLC | 670 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 675 | $39.0K | 0.01% | +175+35.0% | Added |
| Hanson & Doremus Investment Management | 696 | $40.0K | 0.01% | −56−7.4% | Reduced |
| Viking Fund Management LLC | 700 | $40.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 713 | $41.2K | 0.00% | −64−8.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 724 | $41.8K | 0.01% | +724 | New |
| Kimelman & Baird, LLC | 730 | $42.2K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 57 | $43.0K | 0.05% | +8+16.3% | Added |
| CoreFirst Bank & Trust | 776 | $44.8K | 0.03% | +776 | New |
| MV Capital Management, Inc. | 780 | $45.1K | 0.00% | +8+1.0% | Added |
| FSC Wealth Advisors, LLC | 787 | $45.5K | 0.03% | +5+0.6% | Added |
| Headlands Technologies LLC | 794 | $45.9K | 0.01% | +794 | New |
| Briaud Financial Planning, Inc | 819 | $47.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 825 | $47.7K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 857 | $49.5K | 0.01% | −198−18.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $50.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $52.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 905 | $52.0K | 0.00% | +35+4.0% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $52.0K | 0.05% | −820−47.7% | Reduced |
| Compass Wealth Management LLC | 900 | $52.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 922 | $53.3K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 926 | $53.5K | 0.01% | −61−6.2% | Reduced |
| Western Pacific Wealth Management, LP | 932 | $53.9K | 0.04% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 989 | $57.1K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $57.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $57.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,015 | $58.7K | 0.01% | +36+3.7% | Added |
| Glen Eagle Advisors, LLC | 1,031 | $59.6K | 0.01% | +6+0.6% | Added |
| Beacon Capital Management, LLC | 1,033 | $59.7K | 0.01% | +38+3.8% | Added |
| Financial Management Professionals, Inc. | 1,063 | $61.0K | 0.01% | −34−3.1% | Reduced |
| True Wealth Design, LLC | 1,071 | $61.9K | 0.02% | +1,058+8,138.5% | Added |
| Alpine Bank Wealth Management | 1,076 | $62.2K | 0.01% | +1,076 | New |
| Oarsman Capital, Inc. | 1,086 | $62.8K | 0.01% | +1,086 | New |
| SOA Wealth Advisors, LLC. | 1,089 | $63.0K | 0.01% | −619−36.2% | Reduced |
| Gen-Wealth Partners Inc | 1,080 | $63.1K | 0.03% | −266−19.8% | Reduced |
| ORG Partners LLC | 1,098 | $63.5K | 0.01% | −320−22.6% | Reduced |
| Byrne Asset Management LLC | 1,100 | $63.6K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 1,101 | $63.6K | 0.05% | +267+32.0% | Added |
| Venturi Wealth Management, LLC | 1,101 | $63.6K | 0.00% | −241−18.0% | Reduced |
| American Capital Advisory, LLC | 1,108 | $64.0K | 0.04% | +318+40.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,112 | $64.2K | 0.01% | +28+2.6% | Added |
| Bruce G. Allen Investments, LLC | 1,115 | $64.4K | 0.05% | +16+1.5% | Added |
| Private Wealth Management Group, LLC | 1,127 | $65.1K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,139 | $65.8K | 0.02% | +67+6.3% | Added |
| Ashton Thomas Securities, LLC | 1,155 | $66.8K | 0.01% | +1,155 | New |
| Grove Bank & Trust | 1,210 | $69.9K | 0.01% | −2,432−66.8% | Reduced |
| Addison Advisors LLC | 1,210 | $69.9K | 0.02% | +26+2.2% | Added |
| CKW Financial Group | 1,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,250 | $72.2K | 0.00% | 00.0% | Unchanged |