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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 3,725 | $215.3K | 0.02% | +3,725 | New |
| Private Management Group Inc | 3,731 | $215.6K | 0.01% | +3,731 | New |
| Equitable Trust Co | 3,740 | $216.1K | 0.01% | +3,740 | New |
| First City Capital Management, Inc. | 3,752 | $216.8K | 0.11% | +3,752 | New |
| Strategic Blueprint, LLC | 3,759 | $217.2K | 0.01% | +3,759 | New |
| Chicago Capital, LLC | 3,759 | $217.2K | 0.01% | +3,759 | New |
| Brown, Lisle/Cummings, Inc. | 3,766 | $217.6K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,774 | $218.1K | 0.04% | +3,774 | New |
| Park Place Capital Corp | 3,785 | $218.8K | 0.06% | −5,785−60.4% | Reduced |
| Prio Wealth Limited Partnership | 3,799 | $219.5K | 0.01% | +3,799 | New |
| Independent Financial Group, LLC | 3,799 | $219.6K | 0.01% | −1,262−24.9% | Reduced |
| nVerses Capital, LLC | 3,800 | $219.6K | 0.10% | +3,800 | New |
| Tompkins Financial Corp | 3,810 | $220.2K | 0.02% | +90+2.4% | Added |
| Sapient Capital LLC | 3,838 | $221.8K | 0.00% | +3,838 | New |
| Trueblood Wealth Management, LLC | 3,840 | $221.9K | 0.11% | +3,840 | New |
| Boston Family Office LLC | 3,850 | $222.0K | 0.02% | +3,850 | New |
| Massmutual Trust Co FSB | 3,842 | $222.0K | 0.01% | −146−3.7% | Reduced |
| David J Yvars Group | 3,843 | $222.1K | 0.14% | −298−7.2% | Reduced |
| Forum Financial Management, LP | 3,845 | $222.2K | 0.00% | +3,845 | New |
| North Point Portfolio Managers Corp | 3,850 | $222.5K | 0.04% | +3,850 | New |
| North Star Investment Management Corp. | 3,873 | $223.8K | 0.02% | +36+0.9% | Added |
| Harbour Trust & Investment Management Co | 3,874 | $223.9K | 0.03% | −722−15.7% | Reduced |
| Avestar Capital, LLC | 3,875 | $223.9K | 0.02% | +3,875 | New |
| Stiles Financial Services Inc | 3,876 | $224.0K | 0.08% | +3,876 | New |
| Perigon Wealth Management, LLC | 3,880 | $224.3K | 0.01% | +3,880 | New |
| Wealth Quarterback LLC | 3,894 | $225.0K | 0.12% | −236−5.7% | Reduced |
| UMA Financial Services, Inc. | 3,960 | $228.1K | 0.04% | +3,960 | New |
| Hollow Brook Wealth Management LLC | 3,950 | $228.3K | 0.07% | +3,950 | New |
| Cedrus LLC | 3,952 | $228.4K | 0.08% | −1,804−31.3% | Reduced |
| Welch & Forbes LLC | 3,970 | $229.4K | 0.00% | +3,970 | New |
| Simplicity Wealth,LLC | 3,973 | $229.6K | 0.02% | −21,508−84.4% | Reduced |
| Ballast, Inc. | 4,003 | $231.3K | 0.07% | +4,003 | New |
| Sentry Investment Management LLC | 4,027 | $233.0K | 0.10% | +4,027 | New |
| Aaron Wealth Advisors | 4,039 | $233.4K | 0.03% | +4,039 | New |
| Gateway Investment Advisers LLC | 4,045 | $233.8K | 0.00% | −125−3.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,056 | $234.4K | 0.08% | −130−3.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $234.6K | 0.15% | +4,060 | New |
| Simon Quick Advisors, LLC | 4,066 | $235.0K | 0.01% | +4,066 | New |
| Nadler Financial Group, Inc. | 4,067 | $235.0K | 0.03% | +4,067 | New |
| Kestra Investment Management, LLC | 4,075 | $235.5K | 0.01% | +4,075 | New |
| Register Financial Advisors LLC | 4,079 | $235.7K | 0.12% | +31+0.8% | Added |
| Old North State Trust, LLC | 4,081 | $236.0K | 0.19% | +4,081 | New |
| Chapin Davis, Inc. | 4,092 | $236.5K | 0.08% | −200−4.7% | Reduced |
| Sterling Investment Counsel, LLC | 4,101 | $237.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,120 | $238.0K | 0.17% | +4,120 | New |
| Concord Asset Management, LLC | 4,124 | $238.3K | 0.05% | +4,124 | New |
| Epoch Investment Partners, Inc. | 4,125 | $238.4K | 0.00% | −320−7.2% | Reduced |
| Cahaba Wealth Management, Inc. | 4,129 | $238.6K | 0.02% | +43+1.1% | Added |
| Institute for Wealth Management, LLC. | 4,130 | $238.7K | 0.03% | −49−1.2% | Reduced |
| Continuum Advisory, LLC | 4,288 | $240.9K | 0.03% | −353−7.6% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $241.3K | 0.03% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 4,187 | $242.0K | 0.14% | +31+0.7% | Added |
| MidAtlantic Capital Management, Inc. | 4,195 | $242.4K | 0.18% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 4,197 | $242.6K | 0.09% | +4,197 | New |
| Alliance Wealth Advisors, LLC | 4,198 | $242.6K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,211 | $243.4K | 0.01% | −546−11.5% | Reduced |
| MTM Investment Management, LLC | 4,200 | $244.6K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,235 | $244.7K | 0.08% | +40+1.0% | Added |
| Schrum Private Wealth Management LLC | 4,246 | $245.4K | 0.13% | +4,246 | New |
| Adviser Investments LLC | 4,256 | $246.0K | 0.00% | +4,256 | New |
| Boltwood Capital Management | 4,260 | $246.2K | 0.07% | −1,044−19.7% | Reduced |
| River Wealth Advisors LLC | 4,268 | $246.7K | 0.03% | −1,468−25.6% | Reduced |
| Athena Investment Management | 4,288 | $247.8K | 0.14% | −138−3.1% | Reduced |
| Resources Management Corp | 4,299 | $248.0K | 0.03% | −250−5.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,297 | $248.3K | 0.02% | −614−12.5% | Reduced |
| Versor Investments LP | 4,300 | $248.5K | 0.04% | +4,300 | New |
| Engineers Gate Manager LP | 4,308 | $249.0K | 0.00% | −18,127−80.8% | Reduced |
| Mather Group, LLC. | 4,312 | $249.2K | 0.00% | −87−2.0% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $249.4K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,316 | $249.4K | 0.01% | −2,169−33.4% | Reduced |
| TD Waterhouse Canada Inc. | 4,315 | $251.3K | 0.00% | +4,315 | New |
| Greatmark Investment Partners, Inc. | 4,350 | $251.4K | 0.03% | +4,350 | New |
| Arkadios Wealth Advisors | 4,361 | $252.0K | 0.01% | +220+5.3% | Added |
| Dudley Capital Management, LLC | 4,361 | $252.0K | 0.13% | +4,361 | New |
| AdvisorNet Financial, Inc | 4,363 | $252.1K | 0.02% | +637+17.1% | Added |
| D.B. Root & Company, LLC | 4,394 | $254.0K | 0.08% | −3,552−44.7% | Reduced |
| Johnson Financial Group, Inc. | 4,415 | $255.1K | 0.01% | +4,133+1,465.6% | Added |
| Hall Laurie J Trustee | 4,425 | $256.0K | 0.08% | +2,000+82.5% | Added |
| NorthStar Asset Management LLC | 4,433 | $256.2K | 0.17% | +23+0.5% | Added |
| Aspect Partners, LLC | 4,438 | $256.5K | 0.14% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $258.5K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,500 | $260.1K | 0.02% | +4,500 | New |
| Second Half Financial Partners, LLC | 4,506 | $260.4K | 0.14% | +4,506 | New |
| Tower Bridge Advisors | 4,512 | $260.8K | 0.03% | −1,456−24.4% | Reduced |
| King Luther Capital Management Corp | 4,516 | $261.0K | 0.00% | +96+2.2% | Added |
| Checchi Capital Advisers, LLC | 4,538 | $262.3K | 0.02% | +4,538 | New |
| Bogart Wealth, LLC | 4,547 | $262.8K | 0.01% | −302−6.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,551 | $263.0K | 0.06% | +4,551 | New |
| Keel Point, LLC | 4,559 | $263.5K | 0.02% | −182−3.8% | Reduced |
| Schmidt P J Investment Management Inc | 4,564 | $263.8K | 0.05% | −4,000−46.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,586 | $265.0K | 0.02% | +137+3.1% | Added |
| Ci Investments Inc. | 4,585 | $265.0K | 0.00% | −2,458−34.9% | Reduced |
| Ethic Inc. | 5,387 | $265.0K | 0.01% | −684−11.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,596 | $265.6K | 0.04% | −4,996−52.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,597 | $265.6K | 0.07% | −3,202−41.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,604 | $265.8K | 0.01% | +4,604 | New |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $266.0K | 0.00% | 00.0% | Unchanged |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| Spinnaker Trust | 4,657 | $269.1K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,661 | $269.3K | 0.02% | +136+3.0% | Added |