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 |
|---|---|---|---|---|---|
| SFMG, LLC | 5,405 | $312.4K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,393 | $312.0K | 0.01% | −35−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,397 | $311.9K | 0.02% | +361+7.2% | Added |
| Camden National Bank | 5,388 | $311.4K | 0.04% | −443−7.6% | Reduced |
| Pinebridge Investments, L.P. | 5,378 | $310.8K | 0.00% | +5,378 | New |
| Ostrum Asset Management | 5,339 | $308.5K | 0.03% | +65+1.2% | Added |
| Nabity-Jensen Investment Management Inc | 5,336 | $308.4K | 0.24% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,326 | $307.8K | 0.06% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 5,324 | $307.7K | 0.14% | −140−2.6% | Reduced |
| ZWJ Investment Counsel Inc | 5,288 | $305.6K | 0.01% | −682−11.4% | Reduced |
| MKT Advisors LLC | 5,221 | $304.7K | 0.14% | −166−3.1% | Reduced |
| Ossiam | 5,272 | $304.7K | 0.01% | +3,659+226.8% | Added |
| Commonwealth Financial Services, LLC | 5,225 | $304.3K | 0.06% | +416+8.7% | Added |
| Compass Ion Advisors, LLC | 5,253 | $303.6K | 0.04% | −273−4.9% | Reduced |
| Alpha Cubed Investments, LLC | 5,187 | $299.8K | 0.01% | −724−12.2% | Reduced |
| Kinloch Capital, LLC | 5,184 | $299.6K | 0.15% | −766−12.9% | Reduced |
| Corton Capital Inc. | 5,172 | $298.9K | 0.15% | +5,172 | New |
| Private Trust Co NA | 5,167 | $298.6K | 0.03% | −312−5.7% | Reduced |
| Bullock Wealth Management Group | 5,126 | $298.5K | 0.18% | +219+4.5% | Added |
| Evercore Wealth Management, LLC | 5,163 | $298.4K | 0.00% | −449−8.0% | Reduced |
| Winton Group Ltd | 5,148 | $297.5K | 0.02% | +5,148 | New |
| Clearbridge Investments, LLC | 5,134 | $296.7K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,105 | $295.0K | 0.02% | +16+0.3% | Added |
| Stoneridge Investment Partners LLC | 5,109 | $295.0K | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,155 | $294.7K | 0.04% | +2,051+66.1% | Added |
| Interchange Capital Partners, LLC | 5,054 | $292.1K | 0.10% | +116+2.3% | Added |
| Flputnam Investment Management Co | 5,045 | $291.6K | 0.01% | −258−4.9% | Reduced |
| Titleist Asset Management, LLC | 5,027 | $290.5K | 0.04% | +5,027 | New |
| Longview Financial Advisors, Inc. | 4,996 | $288.7K | 0.21% | −10−0.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,000 | $288.0K | 0.23% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,973 | $287.4K | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,963 | $286.8K | 0.00% | +4,963 | New |
| First Command Advisory Services, Inc. | 4,955 | $286.3K | 0.00% | +428+9.5% | Added |
| Evergreen Capital Management LLC | 4,952 | $286.2K | 0.01% | −162−3.2% | Reduced |
| Ardsley Advisory Partners LP | 4,950 | $286.1K | 0.05% | +4,950 | New |
| Northwest Financial Advisors | 4,945 | $285.8K | 0.23% | +5+0.1% | Added |
| Concord Wealth Partners | 4,924 | $284.5K | 0.05% | +17+0.3% | Added |
| Walker Asset Management, LLC | 4,922 | $284.4K | 0.18% | +94+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 4,919 | $284.3K | 0.02% | +79+1.6% | Added |
| Kingfisher Capital LLC | 4,897 | $283.0K | 0.06% | +56+1.2% | Added |
| Shelton Capital Management | 4,828 | $279.0K | 0.01% | −302−5.9% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $277.3K | 0.00% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,796 | $277.1K | 0.13% | −383−7.4% | Reduced |
| CX Institutional | 4,770 | $275.6K | 0.01% | +220+4.8% | Added |
| Herold Advisors, Inc. | 4,760 | $275.1K | 0.06% | +4,760 | New |
| Morningstar Investment Management LLC | 4,816 | $274.0K | 0.03% | −1,235−20.4% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $273.3K | 0.22% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,772 | $272.8K | 0.04% | +3,519+280.8% | Added |
| Shell Asset Management Co | 4,703 | $272.0K | 0.01% | +4,703 | New |
| Essex Savings Bank | 4,705 | $271.9K | 0.07% | +500+11.9% | Added |
| CJM Wealth Advisers, Ltd. | 4,704 | $271.9K | 0.09% | +271+6.1% | Added |
| Ifrah Financial Services, Inc. | 4,702 | $271.8K | 0.07% | +4,702 | New |
| Lion Street Advisors, LLC | 4,680 | $270.4K | 0.09% | −510−9.8% | Reduced |
| Meridian Financial, LLC | 4,670 | $269.9K | 0.18% | +135+3.0% | Added |
| Sage Mountain Advisors LLC | 4,661 | $269.3K | 0.02% | +136+3.0% | Added |
| Spinnaker Trust | 4,657 | $269.1K | 0.02% | 00.0% | Unchanged |
| OLIO Financial Planning | 5,676 | $267.1K | 0.11% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $266.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,604 | $265.8K | 0.01% | +4,604 | New |
| Keudell/Morrison Wealth Management | 4,597 | $265.6K | 0.07% | −3,202−41.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,596 | $265.6K | 0.04% | −4,996−52.1% | Reduced |
| Ci Investments Inc. | 4,585 | $265.0K | 0.00% | −2,458−34.9% | Reduced |
| Ethic Inc. | 5,387 | $265.0K | 0.01% | −684−11.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,586 | $265.0K | 0.02% | +137+3.1% | Added |
| Schmidt P J Investment Management Inc | 4,564 | $263.8K | 0.05% | −4,000−46.7% | Reduced |
| Keel Point, LLC | 4,559 | $263.5K | 0.02% | −182−3.8% | Reduced |
| Sherbrooke Park Advisers LLC | 4,551 | $263.0K | 0.06% | +4,551 | New |
| Bogart Wealth, LLC | 4,547 | $262.8K | 0.01% | −302−6.2% | Reduced |
| Checchi Capital Advisers, LLC | 4,538 | $262.3K | 0.02% | +4,538 | New |
| King Luther Capital Management Corp | 4,516 | $261.0K | 0.00% | +96+2.2% | Added |
| Tower Bridge Advisors | 4,512 | $260.8K | 0.03% | −1,456−24.4% | Reduced |
| Second Half Financial Partners, LLC | 4,506 | $260.4K | 0.14% | +4,506 | New |
| Sageworth Trust Co | 4,500 | $260.1K | 0.02% | +4,500 | New |
| Newman Dignan & Sheerar, Inc. | 4,300 | $258.5K | 0.06% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,438 | $256.5K | 0.14% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 4,433 | $256.2K | 0.17% | +23+0.5% | Added |
| Hall Laurie J Trustee | 4,425 | $256.0K | 0.08% | +2,000+82.5% | Added |
| Johnson Financial Group, Inc. | 4,415 | $255.1K | 0.01% | +4,133+1,465.6% | Added |
| D.B. Root & Company, LLC | 4,394 | $254.0K | 0.08% | −3,552−44.7% | Reduced |
| AdvisorNet Financial, Inc | 4,363 | $252.1K | 0.02% | +637+17.1% | Added |
| Dudley Capital Management, LLC | 4,361 | $252.0K | 0.13% | +4,361 | New |
| Arkadios Wealth Advisors | 4,361 | $252.0K | 0.01% | +220+5.3% | Added |
| Greatmark Investment Partners, Inc. | 4,350 | $251.4K | 0.03% | +4,350 | New |
| TD Waterhouse Canada Inc. | 4,315 | $251.3K | 0.00% | +4,315 | New |
| Financial Advocates Investment Management | 4,316 | $249.4K | 0.01% | −2,169−33.4% | Reduced |
| Pier 88 Investment Partners LLC | 4,315 | $249.4K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,312 | $249.2K | 0.00% | −87−2.0% | Reduced |
| Engineers Gate Manager LP | 4,308 | $249.0K | 0.00% | −18,127−80.8% | Reduced |
| Versor Investments LP | 4,300 | $248.5K | 0.04% | +4,300 | New |
| Fulton Breakefield Broenniman LLC | 4,297 | $248.3K | 0.02% | −614−12.5% | Reduced |
| Resources Management Corp | 4,299 | $248.0K | 0.03% | −250−5.5% | Reduced |
| Athena Investment Management | 4,288 | $247.8K | 0.14% | −138−3.1% | Reduced |
| River Wealth Advisors LLC | 4,268 | $246.7K | 0.03% | −1,468−25.6% | Reduced |
| Boltwood Capital Management | 4,260 | $246.2K | 0.07% | −1,044−19.7% | Reduced |
| Adviser Investments LLC | 4,256 | $246.0K | 0.00% | +4,256 | New |
| Schrum Private Wealth Management LLC | 4,246 | $245.4K | 0.13% | +4,246 | New |
| Heritage Wealth Management, Inc. | 4,235 | $244.7K | 0.08% | +40+1.0% | Added |
| MTM Investment Management, LLC | 4,200 | $244.6K | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,211 | $243.4K | 0.01% | −546−11.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,198 | $242.6K | 0.14% | 00.0% | Unchanged |