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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 15,288 | $883.5K | 0.02% | +8,287+118.4% | Added |
| Walleye Capital LLC | 15,319 | $885.3K | 0.01% | −19,057−55.4% | Reduced |
| Prosperity Consulting Group, LLC | 15,365 | $887.9K | 0.07% | +11,047+255.8% | Added |
| HBW Advisory Services LLC | 15,424 | $891.4K | 0.13% | +15+0.1% | Added |
| Steel Peak Wealth Management LLC | 15,440 | $892.3K | 0.04% | −2,913−15.9% | Reduced |
| Benjamin Edwards Inc | 15,468 | $894.0K | 0.01% | +15,138+4,587.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,481 | $894.6K | 0.18% | +7,473+93.3% | Added |
| Jacobi Capital Management LLC | 15,525 | $897.2K | 0.07% | +1,285+9.0% | Added |
| Horizon Investments, LLC | 15,533 | $897.7K | 0.02% | −779−4.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,640 | $903.8K | 0.01% | −1,328−7.8% | Reduced |
| TownSquare Capital, LLC | 15,683 | $906.3K | 0.01% | +2,899+22.7% | Added |
| Blue Edge Capital, LLC | 15,709 | $907.8K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 15,736 | $909.4K | 0.03% | −2,749−14.9% | Reduced |
| Dover Advisors, LLC | 15,758 | $910.7K | 0.52% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 15,806 | $913.4K | 0.03% | −686−4.2% | Reduced |
| Sovereign Financial Group, Inc. | 15,912 | $919.6K | 0.21% | −157−1.0% | Reduced |
| Chesley Taft & Associates LLC | 15,997 | $924.5K | 0.04% | +420+2.7% | Added |
| Hilltop Holdings Inc. | 16,019 | $925.7K | 0.06% | +3,547+28.4% | Added |
| SageView Advisory Group, LLC | 16,079 | $929.2K | 0.05% | −5,369−25.0% | Reduced |
| Greenleaf Trust | 16,148 | $933.2K | 0.01% | −284−1.7% | Reduced |
| First Horizon Advisors, Inc. | 16,219 | $937.3K | 0.03% | −597−3.6% | Reduced |
| Arrow Financial Corp | 16,292 | $941.5K | 0.09% | −7,475−31.5% | Reduced |
| Donaldson Capital Management, LLC | 16,515 | $954.4K | 0.04% | +3,778+29.7% | Added |
| Snowden Capital Advisors LLC | 16,544 | $956.1K | 0.03% | +2,608+18.7% | Added |
| Highview Capital Management LLC | 16,559 | $956.9K | 0.39% | +211+1.3% | Added |
| Paradigm Financial Partners, LLC | 16,937 | $958.3K | 0.13% | −1,017−5.7% | Reduced |
| Two Sigma Advisers, LP | 16,600 | $959.3K | 0.00% | −85,100−83.7% | Reduced |
| Gsa Capital Partners LLP | 16,616 | $960.0K | 0.07% | +16,616 | New |
| Umb Bank N A | 16,624 | $960.7K | 0.01% | −785−4.5% | Reduced |
| Proequities, Inc. | 16,631 | $961.1K | 0.06% | −689−4.0% | Reduced |
| First National Trust Co | 16,651 | $962.3K | 0.04% | −1,679−9.2% | Reduced |
| Frank, Rimerman Advisors LLC | 16,688 | $964.4K | 0.07% | −11,033−39.8% | Reduced |
| Signaturefd, LLC | 16,696 | $964.8K | 0.02% | −1,925−10.3% | Reduced |
| Arlington Capital Management, Inc. | 16,760 | $968.6K | 0.80% | +321+2.0% | Added |
| Innova Wealth Partners | 16,760 | $968.6K | 0.80% | +16,760 | New |
| United Asset Strategies, Inc. | 16,860 | $974.3K | 0.09% | +811+5.1% | Added |
| Inceptionr LLC | 16,897 | $976.5K | 0.24% | −7,169−29.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,940 | $978.9K | 0.07% | +4,165+32.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $979.5K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 16,950 | $979.5K | 0.01% | +16,950 | New |
| Vinva Investment Management Ltd | 17,268 | $987.0K | 0.04% | −2,183−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 20,372 | $998.2K | 0.01% | +6,621+48.1% | Added |
| Thomasville National Bank | 17,308 | $1.00M | 0.07% | +204+1.2% | Added |
| Platform Technology Partners | 17,425 | $1.01M | 0.32% | +858+5.2% | Added |
| Cornerstone Wealth Group, LLC | 17,455 | $1.01M | 0.08% | +847+5.1% | Added |
| Patten & Patten Inc | 17,463 | $1.01M | 0.07% | +1,205+7.4% | Added |
| Simmons Bank | 17,465 | $1.01M | 0.07% | −160−0.9% | Reduced |
| Dark Forest Capital Management LP | 17,482 | $1.01M | 0.13% | +17,482 | New |
| Waters Parkerson & Co., LLC | 17,626 | $1.02M | 0.05% | −1,100−5.9% | Reduced |
| Culbertson A N & Co Inc | 17,636 | $1.02M | 0.16% | −1,996−10.2% | Reduced |
| Miracle Mile Advisors, LLC | 17,646 | $1.02M | 0.02% | +230+1.3% | Added |
| Woodstock Corp | 17,769 | $1.03M | 0.10% | −400−2.2% | Reduced |
| Rbo & Co LLC | 17,976 | $1.04M | 0.16% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 18,050 | $1.04M | 0.43% | −2,448−11.9% | Reduced |
| Trust Co of Vermont | 18,063 | $1.04M | 0.05% | −1,788−9.0% | Reduced |
| Eagle Harbor Asset Management Inc | 18,192 | $1.05M | 1.04% | −843−4.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,200 | $1.05M | 0.06% | +6,192+51.6% | Added |
| Essex Financial Services, Inc. | 17,593 | $1.06M | 0.08% | +97+0.6% | Added |
| Sequoia Financial Advisors, LLC | 18,285 | $1.06M | 0.01% | +1,458+8.7% | Added |
| Garner Asset Management Corp | 18,454 | $1.07M | 0.49% | +658+3.7% | Added |
| Azimuth Capital Investment Management LLC | 18,491 | $1.07M | 0.04% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 18,515 | $1.07M | 0.22% | −709−3.7% | Reduced |
| NBT Bank N A | 18,600 | $1.07M | 0.07% | −1,293−6.5% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.08M | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 18,835 | $1.09M | 0.24% | +2,016+12.0% | Added |
| Farmers & Merchants Investments Inc | 18,851 | $1.09M | 0.03% | −2,313−10.9% | Reduced |
| Ninepoint Partners LP | 18,876 | $1.09M | 0.14% | +18,876 | New |
| Marietta Investment Partners LLC | 18,884 | $1.09M | 0.23% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 18,965 | $1.10M | 0.02% | 00.0% | Unchanged |
| First County Bank | 18,999 | $1.10M | 0.54% | −5,131−21.3% | Reduced |
| Allworth Financial LP | 19,003 | $1.10M | 0.01% | +1,041+5.8% | Added |
| Seven Eight Capital, LP | 19,048 | $1.10M | 0.10% | +19,048 | New |
| EverSource Wealth Advisors, LLC | 19,074 | $1.10M | 0.07% | +83+0.4% | Added |
| Brown Brothers Harriman & Co | 19,139 | $1.11M | 0.01% | +253+1.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,168 | $1.11M | 0.80% | +46+0.2% | Added |
| United Services Automobile Association | 19,240 | $1.11M | 0.03% | −4,314−18.3% | Reduced |
| Waterfront Wealth Inc. | 18,871 | $1.12M | 0.27% | +452+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 19,329 | $1.12M | 0.12% | +8,799+83.6% | Added |
| Axq Capital, LP | 19,334 | $1.12M | 0.34% | +19,334 | New |
| Fulton Bank, N.A. | 19,460 | $1.12M | 0.04% | −18,061−48.1% | Reduced |
| Peoples Financial Services Corp. | 19,615 | $1.13M | 0.51% | +100+0.5% | Added |
| Pullen Investment Management, LLC | 19,707 | $1.14M | 0.83% | −13−0.1% | Reduced |
| Neo Ivy Capital Management | 19,790 | $1.14M | 0.37% | +19,790 | New |
| Birch Hill Investment Advisors LLC | 20,355 | $1.18M | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,395 | $1.18M | 0.03% | −1,669−7.6% | Reduced |
| Inspire Trust Co, N.A. | 20,470 | $1.18M | 0.33% | +2,000+10.8% | Added |
| Twinbeech Capital LP | 20,556 | $1.19M | 0.02% | −82,252−80.0% | Reduced |
| GAMMA Investing LLC | 20,581 | $1.19M | 0.12% | +3,426+20.0% | Added |
| City Holding Co | 20,732 | $1.20M | 0.17% | −667−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 21,112 | $1.22M | 0.04% | −2,113−9.1% | Reduced |
| Ascent Wealth Partners, LLC | 21,158 | $1.22M | 0.17% | +21,158 | New |
| Lido Advisors, LLC | 21,296 | $1.23M | 0.01% | +4,424+26.2% | Added |
| MAI Capital Management | 21,352 | $1.23M | 0.01% | −435−2.0% | Reduced |
| Coldstream Capital Management Inc | 21,439 | $1.24M | 0.03% | +2,299+12.0% | Added |
| Burke & Herbert Bank & Trust Co | 21,481 | $1.24M | 0.29% | −733−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 21,528 | $1.24M | 0.01% | −3,275−13.2% | Reduced |
| Cullinan Associates Inc | 21,078 | $1.27M | 0.07% | +700+3.4% | Added |
| Pensionfund Sabic | 22,000 | $1.27M | 0.40% | −3,000−12.0% | Reduced |
| Clough Capital Partners L P | 21,995 | $1.27M | 0.13% | +21,995 | New |
| Beacon Pointe Advisors, LLC | 22,121 | $1.28M | 0.01% | +4,001+22.1% | Added |