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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 1,272 | $73.5K | 0.01% | +1,272 | New |
| Covestor Ltd | 1,287 | $74.0K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,309 | $75.7K | 0.01% | +14+1.1% | Added |
| Pinnacle Bancorp, Inc. | 1,336 | $77.2K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,410 | $81.5K | 0.01% | +460+48.4% | Added |
| Harbor Investment Advisory, LLC | 1,423 | $82.2K | 0.01% | −3−0.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,500 | $86.7K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $87.7K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,519 | $87.8K | 0.03% | +1,519 | New |
| Hazlett, Burt & Watson, Inc. | 1,525 | $88.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,575 | $91.0K | 0.03% | +1,150+270.6% | Added |
| Silvant Capital Management LLC | 1,591 | $91.9K | 0.00% | +520+48.6% | Added |
| Valley National Advisers Inc | 1,601 | $92.0K | 0.02% | −903−36.1% | Reduced |
| Global Trust Asset Management, LLC | 1,594 | $92.1K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,602 | $92.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,612 | $93.2K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,704 | $98.0K | 0.04% | −240−12.3% | Reduced |
| Financial Gravity Companies, Inc. | 1,757 | $101.5K | 0.03% | +1,757 | New |
| City State Bank | 1,806 | $104.4K | 0.04% | +870+92.9% | Added |
| Tradewinds Capital Management, LLC | 1,830 | $105.8K | 0.03% | +21+1.2% | Added |
| Catalyst Capital Advisors LLC | 1,836 | $106.1K | 0.00% | +1,189+183.8% | Added |
| Deseret Mutual Benefit Administrators | 1,850 | $106.9K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,853 | $107.1K | 0.01% | −31−1.6% | Reduced |
| Union Savings Bank | 1,945 | $112.4K | 0.06% | +175+9.9% | Added |
| Evolution Advisers, Inc. | 1,972 | $114.0K | 0.06% | +15+0.8% | Added |
| Washington Trust Advisors, Inc. | 2,000 | $115.6K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,003 | $115.8K | 0.02% | +288+16.8% | Added |
| Carolinas Wealth Consulting LLC | 2,019 | $116.7K | 0.02% | −32−1.6% | Reduced |
| Sachetta, LLC | 2,045 | $118.2K | 0.05% | −203−9.0% | Reduced |
| Hobbs Group Advisors, LLC | 2,049 | $118.4K | 0.04% | +3+0.1% | Added |
| Macroview Investment Management LLC | 2,051 | $118.5K | 0.12% | 00.0% | Unchanged |
| Allianz SE | 2,100 | $121.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,135 | $123.4K | 0.02% | −300−12.3% | Reduced |
| FWL Investment Management, LLC | 2,140 | $123.7K | 0.05% | +750+54.0% | Added |
| Parkside Financial Bank & Trust | 2,244 | $129.7K | 0.02% | −93−4.0% | Reduced |
| Bray Capital Advisors | 2,275 | $131.5K | 0.03% | +10.0% | Added |
| Jamison Private Wealth Management, Inc. | 2,287 | $132.2K | 0.02% | +10+0.4% | Added |
| First Financial Corp | 2,300 | $132.9K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,300 | $132.9K | 0.06% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,354 | $136.0K | 0.06% | +27+1.2% | Added |
| Ransom Advisory, Ltd | 2,400 | $138.7K | 0.06% | −1,000−29.4% | Reduced |
| Centerpoint Advisors, LLC | 2,430 | $140.0K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,434 | $140.7K | 0.00% | +2,434 | New |
| S.A. Mason LLC | 2,498 | $144.4K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,515 | $145.3K | 0.01% | +2,515 | New |
| Hilltop National Bank | 2,530 | $146.2K | 0.04% | −408−13.9% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $147.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 2,562 | $148.0K | 0.01% | −1,332−34.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,630 | $152.0K | 0.12% | −155−5.6% | Reduced |
| Richardson Financial Services Inc. | 3,120 | $152.9K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,666 | $154.1K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,673 | $154.5K | 0.04% | +121+4.7% | Added |
| Catalyst Funds Management Pty Ltd | 2,700 | $156.0K | 0.03% | +2,700 | New |
| Fortitude Family Office, LLC | 2,738 | $158.2K | 0.06% | +2,627+2,366.7% | Added |
| Independence Bank of Kentucky | 2,746 | $158.7K | 0.03% | +466+20.4% | Added |
| Rosenberg Matthew Hamilton | 2,775 | $160.4K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,790 | $161.2K | 0.01% | −975−25.9% | Reduced |
| CVA Family Office, LLC | 2,849 | $164.6K | 0.03% | +96+3.5% | Added |
| Sound Income Strategies, LLC | 2,855 | $165.0K | 0.01% | −71−2.4% | Reduced |
| Motco | 2,881 | $166.5K | 0.02% | +282+10.9% | Added |
| HHM Wealth Advisors, LLC | 2,893 | $167.2K | 0.02% | +210+7.8% | Added |
| Y.D. More Investments Ltd | 2,977 | $172.0K | 0.02% | +88+3.0% | Added |
| Mechanics Financial Corp | 3,000 | $173.4K | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,125 | $180.6K | 0.01% | −212−6.4% | Reduced |
| NBC Securities, Inc. | 3,134 | $181.0K | 0.02% | −666−17.5% | Reduced |
| Quent Capital, LLC | 3,142 | $181.2K | 0.02% | +71+2.3% | Added |
| Truvestments Capital LLC | 3,160 | $182.6K | 0.05% | +3,160 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,182 | $183.9K | 0.05% | −13−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,230 | $186.6K | 0.01% | +2,800+651.2% | Added |
| Front Row Advisors LLC | 3,266 | $188.7K | 0.07% | −469−12.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,312 | $191.4K | 0.07% | +1,080+48.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,175 | $192.9K | 0.00% | +20+0.6% | Added |
| William B. Walkup & Associates, Inc. | 3,408 | $196.9K | 0.12% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,468 | $200.4K | 0.09% | +3,468 | New |
| CIC Wealth, LLC | 3,471 | $200.6K | 0.05% | +3,471 | New |
| Oxford Financial Group Ltd | 3,495 | $202.0K | 0.01% | +3,495 | New |
| Kepos Capital LP | 3,493 | $202.0K | 0.09% | −910−20.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,501 | $202.3K | 0.07% | +3,501 | New |
| Visionary Wealth Advisors | 3,515 | $203.1K | 0.01% | −759−17.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,524 | $203.7K | 0.05% | +3,524 | New |
| West Family Investments, Inc. | 3,528 | $203.9K | 0.07% | +3,528 | New |
| LifePlan Financial, LLC | 3,533 | $204.2K | 0.18% | −1,099−23.7% | Reduced |
| Evoke Wealth, LLC | 3,535 | $204.3K | 0.01% | +3,535 | New |
| Birmingham Capital Management Co Inc | 3,545 | $204.9K | 0.07% | +3,545 | New |
| Eagle Strategies LLC | 3,547 | $205.0K | 0.04% | +3,547 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,551 | $205.2K | 0.07% | +3,551 | New |
| State of Wyoming | 3,560 | $205.7K | 0.03% | +103+3.0% | Added |
| Legacy Advisors, LLC | 3,570 | $206.3K | 0.02% | +3,570 | New |
| Hunter Associates Investment Management LLC | 3,627 | $209.0K | 0.03% | −595−14.1% | Reduced |
| Howard Capital Management Group, LLC | 3,635 | $210.1K | 0.01% | +3,635 | New |
| MBA Advisors LLC | 3,644 | $210.6K | 0.10% | +3,644 | New |
| Schechter Investment Advisors, LLC | 3,660 | $211.5K | 0.02% | +3,660 | New |
| RFG Advisory, LLC | 3,668 | $211.9K | 0.01% | +3,668 | New |
| Journey Strategic Wealth LLC | 3,675 | $212.4K | 0.01% | +3,675 | New |
| First Citizens Bank & Trust Co | 3,676 | $212.4K | 0.00% | −35,734−90.7% | Reduced |
| Choate Investment Advisors | 3,682 | $212.8K | 0.01% | +3,682 | New |
| Abel Hall, LLC | 3,685 | $213.0K | 0.14% | +3,685 | New |
| Bridges Investment Management Inc | 3,690 | $213.2K | 0.00% | +3,690 | New |
| Widmann Financial Services, Inc. | 3,691 | $213.3K | 0.16% | −89−2.4% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $213.8K | 0.04% | +3,700 | New |