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 |
|---|---|---|---|---|---|
| Meridian Financial, LLC | 4,670 | $269.9K | 0.18% | +135+3.0% | Added |
| Lion Street Advisors, LLC | 4,680 | $270.4K | 0.09% | −510−9.8% | Reduced |
| Ifrah Financial Services, Inc. | 4,702 | $271.8K | 0.07% | +4,702 | New |
| CJM Wealth Advisers, Ltd. | 4,704 | $271.9K | 0.09% | +271+6.1% | Added |
| Essex Savings Bank | 4,705 | $271.9K | 0.07% | +500+11.9% | Added |
| Shell Asset Management Co | 4,703 | $272.0K | 0.01% | +4,703 | New |
| Coppell Advisory Solutions LLC | 4,772 | $272.8K | 0.04% | +3,519+280.8% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $273.3K | 0.22% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,816 | $274.0K | 0.03% | −1,235−20.4% | Reduced |
| Herold Advisors, Inc. | 4,760 | $275.1K | 0.06% | +4,760 | New |
| CX Institutional | 4,770 | $275.6K | 0.01% | +220+4.8% | Added |
| Flynn Zito Capital Management, LLC | 4,796 | $277.1K | 0.13% | −383−7.4% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $277.3K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,828 | $279.0K | 0.01% | −302−5.9% | Reduced |
| Kingfisher Capital LLC | 4,897 | $283.0K | 0.06% | +56+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,919 | $284.3K | 0.02% | +79+1.6% | Added |
| Walker Asset Management, LLC | 4,922 | $284.4K | 0.18% | +94+1.9% | Added |
| Concord Wealth Partners | 4,924 | $284.5K | 0.05% | +17+0.3% | Added |
| Northwest Financial Advisors | 4,945 | $285.8K | 0.23% | +5+0.1% | Added |
| Ardsley Advisory Partners LP | 4,950 | $286.1K | 0.05% | +4,950 | New |
| Evergreen Capital Management LLC | 4,952 | $286.2K | 0.01% | −162−3.2% | Reduced |
| First Command Advisory Services, Inc. | 4,955 | $286.3K | 0.00% | +428+9.5% | Added |
| Banco Santander, S.A. | 4,963 | $286.8K | 0.00% | +4,963 | New |
| Citizens National Bank Trust Department | 4,973 | $287.4K | 0.06% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,000 | $288.0K | 0.23% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,996 | $288.7K | 0.21% | −10−0.2% | Reduced |
| Titleist Asset Management, LLC | 5,027 | $290.5K | 0.04% | +5,027 | New |
| Flputnam Investment Management Co | 5,045 | $291.6K | 0.01% | −258−4.9% | Reduced |
| Interchange Capital Partners, LLC | 5,054 | $292.1K | 0.10% | +116+2.3% | Added |
| Smartleaf Asset Management LLC | 5,155 | $294.7K | 0.04% | +2,051+66.1% | Added |
| Stoneridge Investment Partners LLC | 5,109 | $295.0K | 0.11% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,105 | $295.0K | 0.02% | +16+0.3% | Added |
| Clearbridge Investments, LLC | 5,134 | $296.7K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 5,148 | $297.5K | 0.02% | +5,148 | New |
| Evercore Wealth Management, LLC | 5,163 | $298.4K | 0.00% | −449−8.0% | Reduced |
| Bullock Wealth Management Group | 5,126 | $298.5K | 0.18% | +219+4.5% | Added |
| Private Trust Co NA | 5,167 | $298.6K | 0.03% | −312−5.7% | Reduced |
| Corton Capital Inc. | 5,172 | $298.9K | 0.15% | +5,172 | New |
| Kinloch Capital, LLC | 5,184 | $299.6K | 0.15% | −766−12.9% | Reduced |
| Alpha Cubed Investments, LLC | 5,187 | $299.8K | 0.01% | −724−12.2% | Reduced |
| Compass Ion Advisors, LLC | 5,253 | $303.6K | 0.04% | −273−4.9% | Reduced |
| Commonwealth Financial Services, LLC | 5,225 | $304.3K | 0.06% | +416+8.7% | Added |
| Ossiam | 5,272 | $304.7K | 0.01% | +3,659+226.8% | Added |
| MKT Advisors LLC | 5,221 | $304.7K | 0.14% | −166−3.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,288 | $305.6K | 0.01% | −682−11.4% | Reduced |
| HF Advisory Group, LLC | 5,324 | $307.7K | 0.14% | −140−2.6% | Reduced |
| Dividend Assets Capital, LLC | 5,326 | $307.8K | 0.06% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 5,336 | $308.4K | 0.24% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,339 | $308.5K | 0.03% | +65+1.2% | Added |
| Pinebridge Investments, L.P. | 5,378 | $310.8K | 0.00% | +5,378 | New |
| Camden National Bank | 5,388 | $311.4K | 0.04% | −443−7.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,397 | $311.9K | 0.02% | +361+7.2% | Added |
| Capital Analysts, LLC | 5,393 | $312.0K | 0.01% | −35−0.6% | Reduced |
| SFMG, LLC | 5,405 | $312.4K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,430 | $313.8K | 0.06% | −300−5.2% | Reduced |
| Campion Asset Management LLC | 5,441 | $314.4K | 0.23% | +275+5.3% | Added |
| Citizens Financial Group Inc | 5,456 | $315.3K | 0.01% | −228−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 5,461 | $315.6K | 0.01% | −20.0% | Reduced |
| Fort Washington Investment Advisors Inc | 5,493 | $317.4K | 0.00% | −100−1.8% | Reduced |
| Chesapeake Wealth Management | 5,498 | $317.8K | 0.11% | +612+12.5% | Added |
| Pallas Capital Advisors LLC | 5,241 | $318.5K | 0.01% | +5,241 | New |
| Brighton Jones LLC | 5,528 | $319.4K | 0.01% | −1,337−19.5% | Reduced |
| Colonial Trust Advisors | 5,529 | $319.5K | 0.03% | +403+7.9% | Added |
| IFP Advisors, Inc | 5,560 | $321.3K | 0.01% | +142+2.6% | Added |
| Cobblestone Asset Management LLC | 5,564 | $321.6K | 0.19% | +7+0.1% | Added |
| Summit Trail Advisors, LLC | 5,568 | $321.8K | 0.01% | −836−13.1% | Reduced |
| Northstar Advisory Group, LLC | 5,589 | $323.0K | 0.17% | +29+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 5,600 | $323.6K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,612 | $324.0K | 0.00% | −10,664−65.5% | Reduced |
| Lantern Wealth Advisors, LLC | 5,610 | $324.3K | 0.22% | +209+3.9% | Added |
| Centre Asset Management, LLC | 5,621 | $325.0K | 0.07% | −288−4.9% | Reduced |
| Advanced Portfolio Management, LLC | 5,632 | $325.5K | 0.33% | −4,882−46.4% | Reduced |
| Wedmont Private Capital | 5,746 | $328.0K | 0.02% | +420+7.9% | Added |
| Procyon Private Wealth Partners, LLC | 5,688 | $328.2K | 0.02% | −3,698−39.4% | Reduced |
| PDT Partners, LLC | 5,700 | $329.4K | 0.03% | +5,700 | New |
| Salem Investment Counselors Inc | 5,722 | $330.7K | 0.01% | +40+0.7% | Added |
| Old Port Advisors | 5,732 | $331.3K | 0.09% | −87−1.5% | Reduced |
| Aspiriant, LLC | 5,749 | $332.2K | 0.01% | +4+0.1% | Added |
| Rehmann Capital Advisory Group | 5,758 | $332.8K | 0.02% | −41−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $333.0K | 0.06% | −65−1.1% | Reduced |
| Luts & Greenleigh Group, Inc | 5,776 | $333.8K | 0.32% | −332−5.4% | Reduced |
| CNB Bank | 5,800 | $335.2K | 0.16% | −920−13.7% | Reduced |
| LCNB Corp | 5,828 | $336.8K | 0.12% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 5,855 | $338.0K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,850 | $338.1K | 0.03% | −54,485−90.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,953 | $338.2K | 0.00% | +16,953 | New |
| Mystic Asset Management, Inc. | 5,854 | $338.3K | 0.13% | −85−1.4% | Reduced |
| Northwest Bancshares, Inc. | 5,870 | $339.2K | 0.06% | −401−6.4% | Reduced |
| Smithfield Trust Co | 5,900 | $341.0K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 5,915 | $341.8K | 0.01% | +5,915 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,920 | $342.1K | 0.05% | +200+3.5% | Added |
| Dynamic Advisor Solutions LLC | 5,937 | $343.1K | 0.01% | −491−7.6% | Reduced |
| ASB Consultores, LLC | 5,956 | $344.2K | 0.14% | +795+15.4% | Added |
| Brown Miller Wealth Management, LLC | 5,960 | $344.5K | 0.13% | +12+0.2% | Added |
| Clarius Group, LLC | 5,982 | $344.8K | 0.02% | −172−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,986 | $345.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,995 | $346.4K | 0.01% | +841+16.3% | Added |
| Aquila Investment Management LLC | 6,000 | $346.7K | 0.39% | +6,000 | New |
| Hummer Financial Advisory Services Inc | 6,001 | $346.8K | 0.27% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 6,006 | $347.1K | 0.26% | +6,006 | New |