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Livermore
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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.

Institutional holdersQ3 2024: 1,355 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ3 2024: $37.2B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q2 2024.

Institutions holding D in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Howard Bailey Securities, LLC4,197$242.6K0.09%+4,197New
MidAtlantic Capital Management, Inc.4,195$242.4K0.18%00.0%Unchanged
Novak & Powell Financial Services, Inc.4,187$242.0K0.14%+31+0.7%Added
Provenance Wealth Advisors, LLC4,176$241.3K0.03%00.0%Unchanged
Continuum Advisory, LLC4,288$240.9K0.03%−353−7.6%Reduced
Institute for Wealth Management, LLC.4,130$238.7K0.03%−49−1.2%Reduced
Cahaba Wealth Management, Inc.4,129$238.6K0.02%+43+1.1%Added
Epoch Investment Partners, Inc.4,125$238.4K0.00%−320−7.2%Reduced
Concord Asset Management, LLC4,124$238.3K0.05%+4,124New
Pinnacle West Asset Management, Inc.4,120$238.0K0.17%+4,120New
Sterling Investment Counsel, LLC4,101$237.0K0.08%00.0%Unchanged
Chapin Davis, Inc.4,092$236.5K0.08%−200−4.7%Reduced
Old North State Trust, LLC4,081$236.0K0.19%+4,081New
Register Financial Advisors LLC4,079$235.7K0.12%+31+0.8%Added
Kestra Investment Management, LLC4,075$235.5K0.01%+4,075New
Nadler Financial Group, Inc.4,067$235.0K0.03%+4,067New
Simon Quick Advisors, LLC4,066$235.0K0.01%+4,066New
Fee-Only Financial Planning, L.C.4,060$234.6K0.15%+4,060New
Glass Jacobson Investment Advisors llc4,056$234.4K0.08%−130−3.1%Reduced
Gateway Investment Advisers LLC4,045$233.8K0.00%−125−3.0%Reduced
Aaron Wealth Advisors4,039$233.4K0.03%+4,039New
Sentry Investment Management LLC4,027$233.0K0.10%+4,027New
Ballast, Inc.4,003$231.3K0.07%+4,003New
Simplicity Wealth,LLC3,973$229.6K0.02%−21,508−84.4%Reduced
Welch & Forbes LLC3,970$229.4K0.00%+3,970New
Cedrus LLC3,952$228.4K0.08%−1,804−31.3%Reduced
Hollow Brook Wealth Management LLC3,950$228.3K0.07%+3,950New
UMA Financial Services, Inc.3,960$228.1K0.04%+3,960New
Wealth Quarterback LLC3,894$225.0K0.12%−236−5.7%Reduced
Perigon Wealth Management, LLC3,880$224.3K0.01%+3,880New
Stiles Financial Services Inc3,876$224.0K0.08%+3,876New
Avestar Capital, LLC3,875$223.9K0.02%+3,875New
Harbour Trust & Investment Management Co3,874$223.9K0.03%−722−15.7%Reduced
North Star Investment Management Corp.3,873$223.8K0.02%+36+0.9%Added
North Point Portfolio Managers Corp3,850$222.5K0.04%+3,850New
Forum Financial Management, LP3,845$222.2K0.00%+3,845New
David J Yvars Group3,843$222.1K0.14%−298−7.2%Reduced
Massmutual Trust Co FSB3,842$222.0K0.01%−146−3.7%Reduced
Boston Family Office LLC3,850$222.0K0.02%+3,850New
Trueblood Wealth Management, LLC3,840$221.9K0.11%+3,840New
Sapient Capital LLC3,838$221.8K0.00%+3,838New
Tompkins Financial Corp3,810$220.2K0.02%+90+2.4%Added
nVerses Capital, LLC3,800$219.6K0.10%+3,800New
Independent Financial Group, LLC3,799$219.6K0.01%−1,262−24.9%Reduced
Prio Wealth Limited Partnership3,799$219.5K0.01%+3,799New
Park Place Capital Corp3,785$218.8K0.06%−5,785−60.4%Reduced
Probity Advisors, Inc.3,774$218.1K0.04%+3,774New
Brown, Lisle/Cummings, Inc.3,766$217.6K0.07%00.0%Unchanged
Chicago Capital, LLC3,759$217.2K0.01%+3,759New
Strategic Blueprint, LLC3,759$217.2K0.01%+3,759New
First City Capital Management, Inc.3,752$216.8K0.11%+3,752New
Equitable Trust Co3,740$216.1K0.01%+3,740New
Private Management Group Inc3,731$215.6K0.01%+3,731New
Penobscot Investment Management Company, Inc.3,725$215.3K0.02%+3,725New
Westover Capital Advisors, LLC3,700$213.8K0.04%+3,700New
Widmann Financial Services, Inc.3,691$213.3K0.16%−89−2.4%Reduced
Bridges Investment Management Inc3,690$213.2K0.00%+3,690New
Abel Hall, LLC3,685$213.0K0.14%+3,685New
Choate Investment Advisors3,682$212.8K0.01%+3,682New
First Citizens Bank & Trust Co3,676$212.4K0.00%−35,734−90.7%Reduced
Journey Strategic Wealth LLC3,675$212.4K0.01%+3,675New
RFG Advisory, LLC3,668$211.9K0.01%+3,668New
Schechter Investment Advisors, LLC3,660$211.5K0.02%+3,660New
MBA Advisors LLC3,644$210.6K0.10%+3,644New
Howard Capital Management Group, LLC3,635$210.1K0.01%+3,635New
Hunter Associates Investment Management LLC3,627$209.0K0.03%−595−14.1%Reduced
Legacy Advisors, LLC3,570$206.3K0.02%+3,570New
State of Wyoming3,560$205.7K0.03%+103+3.0%Added
Cornell Pochily Investment Advisors, Inc.3,551$205.2K0.07%+3,551New
Eagle Strategies LLC3,547$205.0K0.04%+3,547New
Birmingham Capital Management Co Inc3,545$204.9K0.07%+3,545New
Evoke Wealth, LLC3,535$204.3K0.01%+3,535New
LifePlan Financial, LLC3,533$204.2K0.18%−1,099−23.7%Reduced
West Family Investments, Inc.3,528$203.9K0.07%+3,528New
Ipswich Investment Management Co., Inc.3,524$203.7K0.05%+3,524New
Visionary Wealth Advisors3,515$203.1K0.01%−759−17.8%Reduced
Sandbox Financial Partners, LLC3,501$202.3K0.07%+3,501New
Kepos Capital LP3,493$202.0K0.09%−910−20.7%Reduced
Oxford Financial Group Ltd3,495$202.0K0.01%+3,495New
CIC Wealth, LLC3,471$200.6K0.05%+3,471New
Aull & Monroe Investment Management Corp3,468$200.4K0.09%+3,468New
William B. Walkup & Associates, Inc.3,408$196.9K0.12%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,175$192.9K0.00%+20+0.6%Added
Newbridge Financial Services Group, Inc.3,312$191.4K0.07%+1,080+48.4%Added
Front Row Advisors LLC3,266$188.7K0.07%−469−12.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt3,230$186.6K0.01%+2,800+651.2%Added
Annis Gardner Whiting Capital Advisors, LLC3,182$183.9K0.05%−13−0.4%Reduced
Truvestments Capital LLC3,160$182.6K0.05%+3,160New
Quent Capital, LLC3,142$181.2K0.02%+71+2.3%Added
NBC Securities, Inc.3,134$181.0K0.02%−666−17.5%Reduced
GeoWealth Management, LLC3,125$180.6K0.01%−212−6.4%Reduced
Mechanics Financial Corp3,000$173.4K0.08%00.0%Unchanged
Y.D. More Investments Ltd2,977$172.0K0.02%+88+3.0%Added
HHM Wealth Advisors, LLC2,893$167.2K0.02%+210+7.8%Added
Motco2,881$166.5K0.02%+282+10.9%Added
Sound Income Strategies, LLC2,855$165.0K0.01%−71−2.4%Reduced
CVA Family Office, LLC2,849$164.6K0.03%+96+3.5%Added
Delta Asset Management LLC2,790$161.2K0.01%−975−25.9%Reduced
Rosenberg Matthew Hamilton2,775$160.4K0.04%00.0%Unchanged
Independence Bank of Kentucky2,746$158.7K0.03%+466+20.4%Added