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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 5,929 | $349.7K | 0.01% | +5,929 | New |
| Busey Wealth Management | 6,134 | $354.5K | 0.01% | +203+3.4% | Added |
| Private Client Services, LLC | 6,134 | $354.5K | 0.19% | +6,134 | New |
| Park National Corp | 6,163 | $356.2K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,173 | $356.8K | 0.02% | +784+14.5% | Added |
| StoneX Group Inc. | 6,196 | $358.1K | 0.03% | +6,196 | New |
| Sheets Smith Wealth Management | 6,214 | $359.1K | 0.04% | −937−13.1% | Reduced |
| Capital Management Corp | 6,236 | $360.4K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,935 | $361.6K | 0.01% | +1,678+39.4% | Added |
| Fruth Investment Management | 6,275 | $362.0K | 0.09% | −1,150−15.5% | Reduced |
| Morningstar Investment Services LLC | 6,329 | $362.0K | 0.00% | −19−0.3% | Reduced |
| Tranquility Partners, LLC | 6,286 | $363.3K | 0.13% | −58−0.9% | Reduced |
| Syon Capital LLC | 6,314 | $364.9K | 0.03% | −192−3.0% | Reduced |
| Hudock, Inc. | 6,327 | $365.7K | 0.06% | −95−1.5% | Reduced |
| Sunbelt Securities, Inc. | 6,349 | $366.9K | 0.04% | −36−0.6% | Reduced |
| Farmers Trust Co | 6,368 | $368.0K | 0.07% | +75+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 6,396 | $369.6K | 0.17% | −263−3.9% | Reduced |
| International Private Wealth Advisors LLC | 6,427 | $371.4K | 0.54% | −357−5.3% | Reduced |
| Terry L. Blaker | 6,439 | $372.1K | 0.01% | +860+15.4% | Added |
| Diligent Investors, LLC | 6,455 | $373.0K | 0.09% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 6,500 | $375.6K | 0.19% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,504 | $375.9K | 0.32% | +75+1.2% | Added |
| Trust Point Inc. | 6,538 | $377.8K | 0.03% | −231−3.4% | Reduced |
| Alpha Family Trust | 6,540 | $377.9K | 0.21% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,550 | $378.5K | 0.03% | +1,425+27.8% | Added |
| Montag A & Associates Inc | 6,611 | $382.1K | 0.02% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,625 | $382.9K | 0.07% | −39−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 6,651 | $384.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 6,679 | $386.0K | 0.00% | +6,679 | New |
| Abacus Planning Group, Inc. | 6,709 | $387.7K | 0.07% | +302+4.7% | Added |
| Vontobel Holding Ltd. | 6,734 | $389.2K | 0.00% | +6,734 | New |
| Graypoint LLC | 6,822 | $394.2K | 0.03% | −107−1.5% | Reduced |
| Delta Financial Group, Inc. | 6,859 | $396.0K | 0.15% | +295+4.5% | Added |
| Koshinski Asset Management, Inc. | 6,871 | $397.1K | 0.03% | +12+0.2% | Added |
| Lindbrook Capital, LLC | 6,903 | $398.9K | 0.04% | −628−8.3% | Reduced |
| LRI Investments, LLC | 7,113 | $399.7K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 6,917 | $399.7K | 0.15% | +1,669+31.8% | Added |
| St Germain D J Co Inc | 6,927 | $400.3K | 0.02% | −3,309−32.3% | Reduced |
| Romano Brothers and Company | 6,932 | $400.6K | 0.05% | +6,932 | New |
| Parsons Capital Management Inc | 6,939 | $401.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,982 | $403.5K | 0.08% | −198−2.8% | Reduced |
| Thrive Capital Management, LLC | 7,148 | $413.0K | 0.19% | +7,148 | New |
| First United Bank Trust | 7,177 | $414.8K | 0.15% | −1,025−12.5% | Reduced |
| Private Wealth Partners, LLC | 7,195 | $415.8K | 0.03% | −5−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,222 | $417.4K | 0.07% | −102−1.4% | Reduced |
| BLB&B Advisors, LLC | 7,223 | $417.4K | 0.02% | +173+2.5% | Added |
| Fragasso Group Inc. | 7,236 | $418.2K | 0.03% | −26−0.4% | Reduced |
| Pittenger & Anderson Inc | 7,250 | $419.0K | 0.02% | +4,250+141.7% | Added |
| Investors Research Corp | 7,282 | $420.8K | 0.09% | +34+0.5% | Added |
| MidWestOne Financial Group, Inc. | 7,290 | $421.3K | 0.06% | 00.0% | Unchanged |
| Danske Bank A/S | 7,300 | $421.9K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,312 | $422.6K | 0.01% | +631+9.4% | Added |
| Legacy Financial Advisors, Inc. | 7,344 | $424.4K | 0.07% | +202+2.8% | Added |
| Crestwood Advisors Group LLC | 7,364 | $425.6K | 0.01% | +148+2.1% | Added |
| Smith, Moore & Co. | 7,390 | $427.1K | 0.04% | −32−0.4% | Reduced |
| Financial Network Wealth Management LLC | 7,417 | $428.0K | 0.15% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 7,410 | $428.2K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,413 | $428.4K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,420 | $428.8K | 0.01% | −15,925−68.2% | Reduced |
| Marcum Wealth, LLC | 7,463 | $431.3K | 0.04% | −526−6.6% | Reduced |
| Cornerstone Advisory, LLC | 7,473 | $431.9K | 0.06% | +71+1.0% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $432.8K | 0.29% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,559 | $436.8K | 0.03% | +2,315+44.1% | Added |
| Lakeview Capital Partners, LLC | 7,559 | $436.8K | 0.07% | +638+9.2% | Added |
| Centennial Wealth Advisory LLC | 7,639 | $441.4K | 0.17% | +258+3.5% | Added |
| Passumpsic Savings Bank | 7,639 | $441.5K | 0.29% | +199+2.7% | Added |
| Quotient Wealth Partners, LLC | 7,670 | $443.2K | 0.01% | −69−0.9% | Reduced |
| JBR Co Financial Management Inc | 7,675 | $443.5K | 0.29% | +59+0.8% | Added |
| Stokes Family Office, LLC | 7,686 | $444.2K | 0.05% | +2,393+45.2% | Added |
| Beech Hill Advisors, Inc. | 7,708 | $445.4K | 0.17% | 00.0% | Unchanged |
| Quest Partners LLC | 7,711 | $445.6K | 0.04% | +7,710+771,000.0% | Added |
| RVW Wealth, LLC | 7,725 | $446.4K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,673 | $447.8K | 0.02% | −109−1.4% | Reduced |
| Central Bank & Trust Co | 7,762 | $448.6K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,786 | $449.9K | 0.03% | +195+2.6% | Added |
| Legacy Wealth Asset Management, LLC | 7,807 | $451.2K | 0.12% | +85+1.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,810 | $451.3K | 0.27% | +7,810 | New |
| Manchester Capital Management LLC | 7,825 | $452.2K | 0.05% | +30.0% | Added |
| Whittier Trust Co | 7,851 | $453.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,852 | $453.8K | 0.02% | +448+6.1% | Added |
| Moneta Group Investment Advisors LLC | 7,869 | $454.7K | 0.01% | +648+9.0% | Added |
| Welch Group, LLC | 7,899 | $456.5K | 0.02% | −879−10.0% | Reduced |
| Bridgefront Capital, LLC | 7,928 | $458.2K | 0.18% | +7,928 | New |
| 1st Source Bank | 7,936 | $458.6K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,946 | $459.2K | 0.07% | −8,615−52.0% | Reduced |
| Mainstay Capital Management LLC | 7,959 | $460.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,593 | $461.4K | 0.01% | −933−10.9% | Reduced |
| Centurion Wealth Management LLC | 7,988 | $461.6K | 0.15% | +7,988 | New |
| QRG Capital Management, Inc. | 7,989 | $461.7K | 0.00% | +2,922+57.7% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $465.3K | 0.30% | +2,700+50.5% | Added |
| Carnegie Capital Asset Management, LLC | 8,054 | $465.4K | 0.01% | −1,000−11.0% | Reduced |
| Reuter James Wealth Management, LLC | 8,083 | $467.1K | 0.09% | −7,363−47.7% | Reduced |
| Sharp Financial Services, LLC | 8,100 | $468.1K | 0.36% | −450−5.3% | Reduced |
| Tocqueville Asset Management L.P. | 8,114 | $468.9K | 0.01% | −7,140−46.8% | Reduced |
| Kidder Stephen W | 8,157 | $471.4K | 0.14% | −1,282−13.6% | Reduced |
| Cullen Capital Management LLC | 8,217 | $474.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,231 | $475.7K | 0.03% | +233+2.9% | Added |
| DiNuzzo Private Wealth, Inc. | 8,234 | $475.9K | 0.06% | +8,094+5,781.4% | Added |
| SeaCrest Wealth Management, LLC | 8,237 | $476.0K | 0.05% | +172+2.1% | Added |
| Horizon Kinetics Asset Management LLC | 8,250 | $476.8K | 0.01% | +8,250 | New |