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 |
|---|---|---|---|---|---|
| United Bank | 11,354 | $656.1K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,355 | $656.2K | 0.07% | +1,621+16.7% | Added |
| Joel Isaacson & Co., LLC | 11,362 | $656.6K | 0.03% | −2,538−18.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,373 | $657.3K | 0.03% | −3,730−24.7% | Reduced |
| Foundations Investment Advisors, LLC | 11,398 | $658.7K | 0.01% | +1,262+12.5% | Added |
| Wetherby Asset Management Inc | 11,424 | $660.2K | 0.03% | −163−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 11,431 | $660.6K | 0.03% | +204+1.8% | Added |
| TCW Group Inc | 11,454 | $661.9K | 0.01% | −272−2.3% | Reduced |
| Parcion Private Wealth LLC | 11,484 | $663.7K | 0.06% | +1,316+12.9% | Added |
| NTV Asset Management LLC | 11,510 | $665.2K | 0.09% | −1,657−12.6% | Reduced |
| Ancora Advisors, LLC | 11,517 | $665.6K | 0.02% | −3,932−25.5% | Reduced |
| Caldwell Trust Co | 11,522 | $665.9K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,536 | $666.7K | 0.10% | +1,885+19.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,584 | $669.4K | 0.04% | +35+0.3% | Added |
| SPC Financial, Inc. | 11,694 | $675.8K | 0.06% | +1,600+15.9% | Added |
| Hendershot Investments Inc. | 11,708 | $676.6K | 0.09% | −1,682−12.6% | Reduced |
| BCGM Wealth Management, LLC | 11,728 | $677.8K | 0.22% | +119+1.0% | Added |
| Shelton Wealth Management, LLC | 11,736 | $678.2K | 0.39% | +4,102+53.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 11,777 | $680.6K | 0.17% | +11,777 | New |
| Chemung Canal Trust Co | 11,834 | $683.9K | 0.14% | +2,323+24.4% | Added |
| Daymark Wealth Partners, LLC | 11,878 | $686.4K | 0.03% | −268−2.2% | Reduced |
| Equitable Holdings, Inc. | 11,885 | $686.8K | 0.01% | +2,323+24.3% | Added |
| Ti-Trust, Inc | 11,929 | $689.4K | 0.49% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 11,994 | $693.0K | 0.25% | +101+0.8% | Added |
| Sumitomo Life Insurance Co | 12,042 | $695.9K | 0.01% | +94+0.8% | Added |
| Colonial Trust Co | 12,063 | $697.1K | 0.11% | +5,373+80.3% | Added |
| Robeco Institutional Asset Management B.V. | 12,073 | $697.7K | 0.00% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 12,124 | $700.7K | 0.28% | −2,930−19.5% | Reduced |
| 44 Wealth Management LLC | 11,508 | $701.2K | 0.25% | +11,508 | New |
| Geneos Wealth Management Inc. | 12,135 | $701.3K | 0.03% | −46,789−79.4% | Reduced |
| Linscomb & Williams, Inc. | 12,151 | $702.2K | 0.03% | −920−7.0% | Reduced |
| Canal Capital Management, LLC | 12,201 | $705.1K | 0.11% | +91+0.8% | Added |
| Savant Capital, LLC | 12,221 | $706.3K | 0.01% | +418+3.5% | Added |
| Ingalls & Snyder LLC | 12,347 | $714.0K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 12,357 | $714.1K | 0.16% | −17−0.1% | Reduced |
| Johnson Investment Counsel Inc | 12,358 | $714.2K | 0.01% | −13,916−53.0% | Reduced |
| Keystone Financial Group | 12,368 | $714.8K | 0.09% | +93+0.8% | Added |
| Global Financial Private Client, LLC | 12,421 | $717.9K | 0.28% | +12,421 | New |
| San Luis Wealth Advisors LLC | 12,438 | $719.0K | 0.15% | +6,629+114.1% | Added |
| Jeppson Wealth Management, LLC | 12,467 | $720.5K | 0.26% | −10−0.1% | Reduced |
| Chickasaw Capital Management LLC | 12,544 | $725.0K | 0.03% | −1,000−7.4% | Reduced |
| Anchor Investment Management, LLC | 12,607 | $728.6K | 0.07% | −6,870−35.3% | Reduced |
| Csenge Advisory Group | 12,975 | $729.5K | 0.04% | −226−1.7% | Reduced |
| Morse Asset Management, Inc | 12,704 | $734.2K | 0.16% | +12,704 | New |
| Harbour Investments, Inc. | 12,801 | $739.8K | 0.02% | −179−1.4% | Reduced |
| PFG Investments, LLC | 12,897 | $745.3K | 0.05% | −552−4.1% | Reduced |
| Peoples Bank | 12,934 | $747.4K | 0.50% | −100−0.8% | Reduced |
| Verdence Capital Advisors LLC | 12,950 | $748.4K | 0.06% | −10,427−44.6% | Reduced |
| AlphaStar Capital Management, LLC | 13,008 | $751.8K | 0.06% | +4,615+55.0% | Added |
| Good Life Advisors, LLC | 13,024 | $752.7K | 0.05% | +1,412+12.2% | Added |
| Precedent Wealth Partners, LLC | 13,087 | $756.3K | 0.25% | +2,345+21.8% | Added |
| Mediolanum International Funds Ltd | 13,262 | $756.8K | 0.01% | +13,262 | New |
| MEMBERS Trust Co | 13,134 | $759.0K | 0.02% | −1,991−13.2% | Reduced |
| Archford Capital Strategies, LLC | 13,378 | $761.6K | 0.11% | −707−5.0% | Reduced |
| Vista Investment Partners LLC | 13,220 | $764.0K | 0.24% | −55−0.4% | Reduced |
| Charter Trust Co | 13,258 | $766.2K | 0.05% | −239−1.8% | Reduced |
| Cypress Capital Group | 13,416 | $775.3K | 0.09% | +478+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,451 | $777.3K | 0.03% | +70+0.5% | Added |
| Trexquant Investment LP | 13,510 | $780.7K | 0.01% | +13,510 | New |
| Vident Advisory, LLC | 13,574 | $784.6K | 0.02% | +583+4.5% | Added |
| TCTC Holdings, LLC | 13,658 | $789.3K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 13,683 | $790.7K | 0.03% | −9−0.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,711 | $792.4K | 0.51% | −24−0.2% | Reduced |
| Meridian Financial Partners LLC | 13,751 | $795.0K | 0.40% | −66−0.5% | Reduced |
| Aviva PLC | 13,768 | $795.7K | 0.00% | +496+3.7% | Added |
| Pensionmark Financial Group, LLC | 13,788 | $796.8K | 0.03% | +6,603+91.9% | Added |
| TCI Wealth Advisors, Inc. | 13,833 | $799.4K | 0.07% | +12+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,848 | $800.3K | 0.03% | +8,225+146.3% | Added |
| Vise Technologies, Inc. | 13,891 | $802.8K | 0.10% | +2,843+25.7% | Added |
| Bokf, NA | 13,858 | $804.9K | 0.01% | −979−6.6% | Reduced |
| Ballentine Partners, LLC | 13,937 | $805.4K | 0.01% | +1,271+10.0% | Added |
| Mason & Associates, LLC | 14,064 | $812.8K | 0.25% | −260−1.8% | Reduced |
| South State Corp. | 14,128 | $816.5K | 0.06% | −2,965−17.3% | Reduced |
| Main Street Group, LTD | 14,193 | $820.1K | 0.32% | −6,967−32.9% | Reduced |
| FineMark National Bank & Trust | 14,322 | $827.7K | 0.03% | +4,878+51.7% | Added |
| Marco Investment Management LLC | 14,389 | $831.5K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,392 | $831.7K | 0.02% | +25+0.2% | Added |
| Global Retirement Partners, LLC | 14,423 | $833.5K | 0.03% | −2,412−14.3% | Reduced |
| Empowered Funds, LLC | 14,460 | $835.6K | 0.01% | +1,323+10.1% | Added |
| Buckingham Strategic Partners | 14,565 | $841.8K | 0.02% | +2,727+23.0% | Added |
| John G Ullman & Associates Inc | 14,578 | $842.5K | 0.12% | −700−4.6% | Reduced |
| Machina Capital S.A.S. | 14,610 | $844.3K | 0.34% | +7,506+105.7% | Added |
| Whitener Capital Management, Inc. | 14,620 | $844.9K | 0.24% | −330−2.2% | Reduced |
| Heritage Wealth Advisors | 14,634 | $845.7K | 0.04% | −958−6.1% | Reduced |
| Acorn Financial Advisory Services Inc | 14,666 | $847.6K | 0.15% | −20−0.1% | Reduced |
| iA Global Asset Management Inc. | 14,694 | $849.0K | 0.01% | −14,049−48.9% | Reduced |
| Plan Group Financial, LLC | 14,800 | $855.3K | 0.45% | +1,683+12.8% | Added |
| Vista Investment Management | 14,806 | $855.6K | 0.32% | 00.0% | Unchanged |
| Excalibur Management Corp | 14,862 | $858.9K | 0.33% | −74−0.5% | Reduced |
| Liberty One Investment Management, LLC | 14,963 | $864.7K | 0.09% | −711−4.5% | Reduced |
| Meeder Advisory Services, Inc. | 14,971 | $865.2K | 0.06% | +128+0.9% | Added |
| Wealthspire Advisors, LLC | 15,033 | $868.8K | 0.01% | +7,072+88.8% | Added |
| Prudential PLC | 15,050 | $869.7K | 0.00% | +15,050 | New |
| Stonegate Investment Group, LLC | 15,078 | $871.4K | 0.02% | +727+5.1% | Added |
| Spirit of America Management Corp | 15,100 | $872.6K | 0.17% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,101 | $872.7K | 0.24% | +459+3.1% | Added |
| Elevated Capital Advisors, LLC | 15,168 | $876.6K | 0.23% | −422−2.7% | Reduced |
| Principal Securities, Inc. | 15,209 | $879.0K | 0.02% | −392−2.5% | Reduced |
| Verus Financial Partners, Inc. | 15,108 | $879.9K | 0.10% | −321−2.1% | Reduced |
| NovaPoint Capital, LLC | 15,228 | $880.0K | 0.27% | +5,010+49.0% | Added |