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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 2,738 | $158.2K | 0.06% | +2,627+2,366.7% | Added |
| Catalyst Funds Management Pty Ltd | 2,700 | $156.0K | 0.03% | +2,700 | New |
| Versant Capital Management, Inc | 2,673 | $154.5K | 0.04% | +121+4.7% | Added |
| Cromwell Holdings LLC | 2,666 | $154.1K | 0.10% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,120 | $152.9K | 0.10% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,630 | $152.0K | 0.12% | −155−5.6% | Reduced |
| Washington Trust Co | 2,562 | $148.0K | 0.01% | −1,332−34.2% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $147.2K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 2,530 | $146.2K | 0.04% | −408−13.9% | Reduced |
| Centiva Capital, LP | 2,515 | $145.3K | 0.01% | +2,515 | New |
| S.A. Mason LLC | 2,498 | $144.4K | 0.08% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,434 | $140.7K | 0.00% | +2,434 | New |
| Centerpoint Advisors, LLC | 2,430 | $140.0K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,400 | $138.7K | 0.06% | −1,000−29.4% | Reduced |
| Burkett Financial Services, LLC | 2,354 | $136.0K | 0.06% | +27+1.2% | Added |
| First Financial Corp | 2,300 | $132.9K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,300 | $132.9K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,287 | $132.2K | 0.02% | +10+0.4% | Added |
| Bray Capital Advisors | 2,275 | $131.5K | 0.03% | +10.0% | Added |
| Parkside Financial Bank & Trust | 2,244 | $129.7K | 0.02% | −93−4.0% | Reduced |
| FWL Investment Management, LLC | 2,140 | $123.7K | 0.05% | +750+54.0% | Added |
| Duncker Streett & Co Inc | 2,135 | $123.4K | 0.02% | −300−12.3% | Reduced |
| Allianz SE | 2,100 | $121.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,051 | $118.5K | 0.12% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,049 | $118.4K | 0.04% | +3+0.1% | Added |
| Sachetta, LLC | 2,045 | $118.2K | 0.05% | −203−9.0% | Reduced |
| Carolinas Wealth Consulting LLC | 2,019 | $116.7K | 0.02% | −32−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 2,003 | $115.8K | 0.02% | +288+16.8% | Added |
| Washington Trust Advisors, Inc. | 2,000 | $115.6K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,972 | $114.0K | 0.06% | +15+0.8% | Added |
| Union Savings Bank | 1,945 | $112.4K | 0.06% | +175+9.9% | Added |
| Crewe Advisors LLC | 1,853 | $107.1K | 0.01% | −31−1.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,850 | $106.9K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,836 | $106.1K | 0.00% | +1,189+183.8% | Added |
| Tradewinds Capital Management, LLC | 1,830 | $105.8K | 0.03% | +21+1.2% | Added |
| City State Bank | 1,806 | $104.4K | 0.04% | +870+92.9% | Added |
| Financial Gravity Companies, Inc. | 1,757 | $101.5K | 0.03% | +1,757 | New |
| Sawyer & Company, Inc | 1,704 | $98.0K | 0.04% | −240−12.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $93.2K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,602 | $92.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,594 | $92.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,601 | $92.0K | 0.02% | −903−36.1% | Reduced |
| Silvant Capital Management LLC | 1,591 | $91.9K | 0.00% | +520+48.6% | Added |
| Operose Advisors LLC | 1,575 | $91.0K | 0.03% | +1,150+270.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,525 | $88.0K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,519 | $87.8K | 0.03% | +1,519 | New |
| Piscataqua Savings Bank | 1,517 | $87.7K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,500 | $86.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,423 | $82.2K | 0.01% | −3−0.2% | Reduced |
| Oakworth Capital, Inc. | 1,410 | $81.5K | 0.01% | +460+48.4% | Added |
| Pinnacle Bancorp, Inc. | 1,336 | $77.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,309 | $75.7K | 0.01% | +14+1.1% | Added |
| Covestor Ltd | 1,287 | $74.0K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 1,272 | $73.5K | 0.01% | +1,272 | New |
| Logan Capital Management Inc | 1,250 | $72.2K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,210 | $69.9K | 0.02% | +26+2.2% | Added |
| Grove Bank & Trust | 1,210 | $69.9K | 0.01% | −2,432−66.8% | Reduced |
| Ashton Thomas Securities, LLC | 1,155 | $66.8K | 0.01% | +1,155 | New |
| Strategic Investment Solutions, Inc. | 1,139 | $65.8K | 0.02% | +67+6.3% | Added |
| Private Wealth Management Group, LLC | 1,127 | $65.1K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,115 | $64.4K | 0.05% | +16+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,112 | $64.2K | 0.01% | +28+2.6% | Added |
| American Capital Advisory, LLC | 1,108 | $64.0K | 0.04% | +318+40.3% | Added |
| Venturi Wealth Management, LLC | 1,101 | $63.6K | 0.00% | −241−18.0% | Reduced |
| Bank & Trust Co | 1,101 | $63.6K | 0.05% | +267+32.0% | Added |
| Byrne Asset Management LLC | 1,100 | $63.6K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 1,098 | $63.5K | 0.01% | −320−22.6% | Reduced |
| Gen-Wealth Partners Inc | 1,080 | $63.1K | 0.03% | −266−19.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,089 | $63.0K | 0.01% | −619−36.2% | Reduced |
| Oarsman Capital, Inc. | 1,086 | $62.8K | 0.01% | +1,086 | New |
| Alpine Bank Wealth Management | 1,076 | $62.2K | 0.01% | +1,076 | New |
| True Wealth Design, LLC | 1,071 | $61.9K | 0.02% | +1,058+8,138.5% | Added |
| Financial Management Professionals, Inc. | 1,063 | $61.0K | 0.01% | −34−3.1% | Reduced |
| Beacon Capital Management, LLC | 1,033 | $59.7K | 0.01% | +38+3.8% | Added |
| Glen Eagle Advisors, LLC | 1,031 | $59.6K | 0.01% | +6+0.6% | Added |
| Webster Bank, N. A. | 1,015 | $58.7K | 0.01% | +36+3.7% | Added |
| Atwood & Palmer Inc | 1,000 | $57.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $57.8K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 989 | $57.1K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 932 | $53.9K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 926 | $53.5K | 0.01% | −61−6.2% | Reduced |
| SWAN Capital LLC | 922 | $53.3K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 900 | $52.0K | 0.05% | −820−47.7% | Reduced |
| Compass Wealth Management LLC | 900 | $52.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $52.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 905 | $52.0K | 0.00% | +35+4.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $50.3K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 857 | $49.5K | 0.01% | −198−18.8% | Reduced |
| Missouri Trust & Investment Co | 825 | $47.7K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $47.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 794 | $45.9K | 0.01% | +794 | New |
| FSC Wealth Advisors, LLC | 787 | $45.5K | 0.03% | +5+0.6% | Added |
| MV Capital Management, Inc. | 780 | $45.1K | 0.00% | +8+1.0% | Added |
| CoreFirst Bank & Trust | 776 | $44.8K | 0.03% | +776 | New |
| McClarren Financial Advisors, Inc. | 57 | $43.0K | 0.05% | +8+16.3% | Added |
| Kimelman & Baird, LLC | 730 | $42.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 724 | $41.8K | 0.01% | +724 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 713 | $41.2K | 0.00% | −64−8.2% | Reduced |
| Viking Fund Management LLC | 700 | $40.5K | 0.01% | 00.0% | Unchanged |