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 |
|---|---|---|---|---|---|
| Hardin Capital Partners, LLC | 8,444 | $479.7K | 0.27% | −155−1.8% | Reduced |
| Natixis | 8,382 | $484.4K | 0.00% | +8,382 | New |
| 1620 Investment Advisors, Inc. | 8,402 | $485.6K | 0.35% | +95+1.1% | Added |
| Asset Dedication, LLC | 8,428 | $487.0K | 0.03% | −6,139−42.1% | Reduced |
| Wealthcare Advisory Partners LLC | 8,435 | $487.4K | 0.01% | +32+0.4% | Added |
| Pointe Capital Management LLC | 8,443 | $487.9K | 0.28% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,454 | $488.6K | 0.15% | −4,000−32.1% | Reduced |
| Premier Path Wealth Partners, LLC | 8,472 | $489.6K | 0.08% | −317−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,498 | $491.1K | 0.02% | −323−3.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,542 | $493.6K | 0.45% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,556 | $494.4K | 0.02% | −1,702−16.6% | Reduced |
| Outfitter Financial LLC | 8,565 | $495.0K | 0.41% | −465−5.1% | Reduced |
| Rowland & Co Investment Counsel | 8,639 | $499.3K | 0.10% | +30.0% | Added |
| Burney Co | 8,656 | $500.2K | 0.02% | −648−7.0% | Reduced |
| VeraBank, N.A. | 8,669 | $501.0K | 0.15% | −360−4.0% | Reduced |
| We Are One Seven, LLC | 8,678 | $501.5K | 0.02% | −466−5.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,685 | $501.9K | 0.15% | −327−3.6% | Reduced |
| Cigna Investments Inc | 8,682 | $502.0K | 0.09% | −144−1.6% | Reduced |
| Bessemer Group Inc | 8,736 | $504.0K | 0.00% | −4,969−36.3% | Reduced |
| Fiduciary Group LLC | 8,726 | $504.3K | 0.05% | −453−4.9% | Reduced |
| RiverFront Investment Group, LLC | 8,744 | $505.3K | 0.01% | +2,009+29.8% | Added |
| Hantz Financial Services, Inc. | 8,772 | $507.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 8,839 | $510.8K | 0.21% | +680+8.3% | Added |
| Hexagon Capital Partners LLC | 8,844 | $511.1K | 0.10% | −174−1.9% | Reduced |
| Scotia Capital Inc. | 8,897 | $514.2K | 0.00% | +8,897 | New |
| Eastern Bank | 8,902 | $514.4K | 0.01% | +8,902 | New |
| Headinvest, LLC | 8,924 | $515.7K | 0.10% | +55+0.6% | Added |
| ICW Investment Advisors LLC | 8,987 | $519.4K | 0.22% | +356+4.1% | Added |
| Triangle Securities Wealth Management | 8,995 | $519.8K | 0.13% | −759−7.8% | Reduced |
| FinTrust Capital Advisors, LLC | 9,045 | $522.7K | 0.09% | +718+8.6% | Added |
| SS&H Financial Advisors, Inc. | 9,043 | $523.0K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,062 | $523.7K | 0.13% | −1,162−11.4% | Reduced |
| TFG Advisers LLC | 9,120 | $527.0K | 0.19% | −307−3.3% | Reduced |
| Mechanics Bank Trust Department | 9,140 | $528.2K | 0.07% | −63−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 9,155 | $529.1K | 0.04% | +3,869+73.2% | Added |
| Capital Asset Advisory Services LLC | 9,327 | $529.9K | 0.03% | +2,274+32.2% | Added |
| Parallel Advisors, LLC | 9,169 | $529.9K | 0.01% | +1,470+19.1% | Added |
| Commerzbank Aktiengesellschaft | 9,178 | $531.0K | 0.01% | +1,344+17.2% | Added |
| Salvus Wealth Management, LLC | 9,316 | $538.4K | 0.33% | +39+0.4% | Added |
| Aptus Capital Advisors, LLC | 9,319 | $538.5K | 0.01% | −319−3.3% | Reduced |
| EP Wealth Advisors, LLC | 9,321 | $538.7K | 0.00% | +783+9.2% | Added |
| Whittier Trust Co of Nevada Inc | 9,334 | $539.4K | 0.01% | −6−0.1% | Reduced |
| BancorpSouth Bank | 9,372 | $541.6K | 0.04% | −61,698−86.8% | Reduced |
| Renaissance Group LLC | 9,398 | $543.1K | 0.02% | −393−4.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,411 | $544.0K | 0.22% | +8+0.1% | Added |
| Insigneo Advisory Services, LLC | 9,415 | $544.1K | 0.05% | −786−7.7% | Reduced |
| CWA Asset Management Group, LLC | 9,423 | $544.6K | 0.03% | +9,423 | New |
| HM Payson & Co | 9,437 | $545.4K | 0.01% | −731−7.2% | Reduced |
| Valmark Advisers, Inc. | 9,451 | $546.2K | 0.01% | +639+7.3% | Added |
| Modera Wealth Management, LLC | 9,549 | $551.8K | 0.01% | −825−8.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,590 | $554.2K | 0.00% | −8,699−47.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,620 | $556.0K | 0.01% | +1,385+16.8% | Added |
| CAPROCK Group, Inc. | 9,636 | $556.9K | 0.02% | −43−0.4% | Reduced |
| Belpointe Asset Management LLC | 9,644 | $557.4K | 0.03% | −79−0.8% | Reduced |
| Atomi Financial Group, Inc. | 9,650 | $557.7K | 0.03% | +1,050+12.2% | Added |
| Fidelis Capital Partners, LLC | 9,266 | $564.6K | 0.07% | +280+3.1% | Added |
| Eagle Ridge Investment Management | 9,771 | $564.7K | 0.05% | 00.0% | Unchanged |
| Adams Wealth Management | 9,813 | $567.1K | 0.12% | −1,125−10.3% | Reduced |
| CacheTech Inc. | 9,813 | $567.1K | 0.12% | −1,125−10.3% | Reduced |
| Two Sigma Securities, LLC | 9,832 | $568.2K | 0.04% | +9,832 | New |
| Wedbush Securities Inc | 9,884 | $571.0K | 0.02% | −2,657−21.2% | Reduced |
| Nations Financial Group Inc, | 9,886 | $571.3K | 0.04% | +253+2.6% | Added |
| Armstrong Advisory Group, Inc | 9,912 | $572.8K | 0.05% | +20.0% | Added |
| Intrust Bank NA | 9,920 | $573.3K | 0.06% | −1,730−14.8% | Reduced |
| Skopos Labs, Inc. | 9,925 | $573.6K | 0.19% | +9,925 | New |
| United Advisor Group, LLC | 9,955 | $575.3K | 0.13% | +4,644+87.4% | Added |
| Phoenix Wealth Advisors | 9,975 | $576.5K | 0.27% | +80+0.8% | Added |
| Bard Financial Services, Inc. | 10,000 | $577.9K | 0.07% | −3,000−23.1% | Reduced |
| HighPoint Advisor Group LLC | 10,001 | $577.9K | 0.03% | −1,766−15.0% | Reduced |
| Glenview Trust Co | 10,006 | $578.2K | 0.01% | +1,667+20.0% | Added |
| Merit Financial Group, LLC | 10,041 | $580.2K | 0.01% | +2,401+31.4% | Added |
| Stony Point Wealth Management Inc. | 10,055 | $581.1K | 0.24% | −654−6.1% | Reduced |
| Citadel Advisors LLC | 10,068 | $581.8K | 0.00% | −13,288−56.9% | Reduced |
| NorthRock Partners, LLC | 10,201 | $589.5K | 0.02% | +276+2.8% | Added |
| Chiron Capital Management, LLC | 10,298 | $595.1K | 0.53% | −8,000−43.7% | Reduced |
| Leavell Investment Management, Inc. | 10,302 | $595.4K | 0.03% | +1,879+22.3% | Added |
| Simplex Trading, LLC | 10,399 | $600.0K | 0.02% | +10,399 | New |
| Saturna Capital CORP | 10,400 | $601.0K | 0.01% | +2,650+34.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,411 | $601.7K | 0.23% | +2,700+35.0% | Added |
| Longfellow Investment Management Co LLC | 10,440 | $603.3K | 0.15% | +63+0.6% | Added |
| Midwest Professional Planners, LTD. | 10,480 | $605.6K | 0.19% | −1,442−12.1% | Reduced |
| Wealth Alliance | 10,482 | $605.8K | 0.07% | −9,521−47.6% | Reduced |
| Marex Group plc | 10,500 | $606.8K | 0.01% | +4,598+77.9% | Added |
| Gordian Capital Singapore Pte Ltd | 10,500 | $606.8K | 0.23% | +5,400+105.9% | Added |
| Key Financial Inc | 10,593 | $612.2K | 0.14% | +13+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 10,671 | $616.7K | 0.01% | −339−3.1% | Reduced |
| LongView Wealth Management | 10,769 | $622.3K | 0.20% | +10,769 | New |
| Argent Financial Group, Inc. | 10,808 | $624.6K | 0.07% | +10,808 | New |
| Federation des caisses Desjardins du Quebec | 10,864 | $627.8K | 0.00% | +103+1.0% | Added |
| Campbell Wealth Management | 10,907 | $630.0K | 0.06% | −1,587−12.7% | Reduced |
| Heritage Investors Management Corp | 10,903 | $630.0K | 0.02% | −75−0.7% | Reduced |
| Grimes & Company, Inc. | 10,910 | $630.5K | 0.02% | +67+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,932 | $631.8K | 0.02% | −178−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,941 | $632.3K | 0.06% | +32+0.3% | Added |
| Raleigh Capital Management Inc. | 11,043 | $638.2K | 0.25% | −17,729−61.6% | Reduced |
| Principle Wealth Partners LLC | 11,057 | $639.0K | 0.05% | −179−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 11,125 | $642.9K | 0.01% | −5,231−32.0% | Reduced |
| CoreCap Advisors, LLC | 11,157 | $644.8K | 0.03% | +2,217+24.8% | Added |
| Plimoth Trust Co LLC | 11,300 | $653.0K | 0.16% | −550−4.6% | Reduced |
| Groupama Asset Managment | 14,086 | $653.5K | 0.02% | +235+1.7% | Added |