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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
Hanson & Doremus Investment Management696$40.0K0.01%−56−7.4%Reduced
Capital Advisors, Ltd. LLC670$39.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC675$39.0K0.01%+175+35.0%Added
Carmichael Hill & Associates, Inc.669$38.6K0.01%+8+1.2%Added
Householder Group Estate & Retirement Specialist, LLC661$38.0K0.01%+8+1.2%Added
Center for Financial Planning, Inc.641$37.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group639$36.9K0.01%−503−44.0%Reduced
Blue Bell Private Wealth Management, LLC632$36.5K0.01%+55+9.5%Added
Foster Dykema Cabot & Partners, LLC628$36.3K0.00%00.0%Unchanged
Rise Advisors, LLC626$36.2K0.02%−23−3.5%Reduced
Reston Wealth Management LLC622$35.9K0.01%+622New
Larson Financial Group LLC608$35.1K0.00%+449+282.4%Added
Atticus Wealth Management, LLC593$34.3K0.01%00.0%Unchanged
Old Second National Bank of Aurora587$33.9K0.01%00.0%Unchanged
Aspire Private Capital, LLC586$33.9K0.01%−130−18.2%Reduced
Millburn Ridgefield Corp581$33.6K0.00%−66−10.2%Reduced
Dunhill Financial, LLC568$32.8K0.02%+487+601.2%Added
Optimum Investment Advisors563$32.6K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC561$32.4K0.03%+561New
Boyd Watterson Asset Management LLC557$32.2K0.01%00.0%Unchanged
Live Oak Investment Partners–$32.2K0.03%––
Atlantic Trust, LLC538$31.1K0.01%00.0%Unchanged
Hemington Wealth Management507$30.0K0.01%+507New
DAGCO, Inc.503$29.1K0.01%+12+2.4%Added
Riverview Trust Co501$29.0K0.03%+17+3.5%Added
Hussman Strategic Advisors, Inc.500$28.9K0.01%00.0%Unchanged
Pacific Center for Financial Services500$28.9K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC579$28.4K0.02%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.480$27.7K0.02%+480New
Monetary Management Group Inc479$27.7K0.01%+79+19.8%Added
Thurston, Springer, Miller, Herd & Titak, Inc.469$27.2K0.01%+1+0.2%Added
Chilton Capital Management LLC464$26.8K0.00%+464New
Providence Capital Advisors, LLC458$26.5K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.451$25.7K0.01%−53−10.5%Reduced
SRS Capital Advisors, Inc.425$24.6K0.00%+116+37.5%Added
MCF Advisors LLC408$23.6K0.00%+1+0.2%Added
Annapolis Financial Services, LLC400$23.1K0.01%00.0%Unchanged
Kennebec Savings Bank385$22.2K0.02%+385New
American National Bank382$22.1K0.00%00.0%Unchanged
Rakuten Securities, Inc.380$22.0K0.01%+298+363.4%Added
Wolff Wiese Magana LLC373$21.6K0.01%00.0%Unchanged
Creative Financial Designs Inc364$21.1K0.00%+3+0.8%Added
Bangor Savings Bank363$21.0K0.00%−140−27.8%Reduced
DecisionPoint Financial, LLC355$20.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC350$20.2K0.00%+59+20.3%Added
Sit Investment Associates Inc349$20.0K0.00%00.0%Unchanged
Archer Investment Corp341$19.7K0.01%+2+0.6%Added
Avalon Trust Co340$19.6K0.00%−250−42.4%Reduced
CGC Financial Services, LLC339$19.6K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC328$19.0K0.00%+10+3.1%Added
West Financial Advisors, LLC326$18.8K0.00%00.0%Unchanged
M&R Capital Management Inc324$18.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc320$18.5K0.00%−32−9.1%Reduced
Gables Capital Management Inc.320$18.5K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC321$18.2K0.01%+321New
Legacy Wealth Managment, LLC321$18.2K0.01%+321New
First Personal Financial Services301$17.4K0.00%−109−26.6%Reduced
ESL Trust Services, LLC300$17.3K0.00%00.0%Unchanged
New Potomac Partners, LLC300$17.3K0.01%+300New
Atlantic Private Wealth, LLC300$17.3K0.01%+300New
Northwest Bank & Trust Co294$17.0K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC280$16.7K0.01%00.0%Unchanged
Bare Financial Services, Inc282$16.3K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC272$15.7K0.01%+200+277.8%Added
Abound Wealth Management272$15.7K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA260$15.0K0.01%−100−27.8%Reduced
CBIZ Investment Advisory Services, LLC259$15.0K0.00%+9+3.6%Added
GHP Investment Advisors, Inc.254$14.7K0.00%+254New
Pineridge Advisors LLC251$14.5K0.01%00.0%Unchanged
Legacy Bridge, LLC245$14.2K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC243$14.0K0.01%00.0%Unchanged
Pingora Partners LLC235$13.6K0.01%00.0%Unchanged
McIlrath & Eck, LLC230$13.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC215$12.6K0.00%+7+3.4%Added
Winch Advisory Services, LLC213$12.3K0.00%+1+0.5%Added
West Paces Advisors Inc.213$12.3K0.00%00.0%Unchanged
Perritt Capital Management Inc213$12.3K0.01%+3+1.4%Added
Avion Wealth216$12.0K0.00%+8+3.8%Added
CarsonAllaria Wealth Management, Ltd.202$11.7K0.01%+19+10.4%Added
Westside Investment Management, Inc.210$11.6K0.00%00.0%Unchanged
Albion Financial Group200$11.6K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$11.6K0.01%00.0%Unchanged
GoalVest Advisory LLC200$11.6K0.00%00.0%Unchanged
Cetera Trust Company, N.A200$11.6K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.200$11.6K0.00%+200New
Baldwin Brothers Inc199$11.5K0.00%+33+19.9%Added
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$11.0K0.01%00.0%Unchanged
FSA Wealth Management LLC187$10.8K0.00%+187New
WR Wealth Planners, LLC178$10.3K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.171$9.88K0.00%00.0%Unchanged
Claris Advisors, LLC169$9.76K0.00%+169New
Ramirez Asset Management, Inc.166$9.59K0.00%00.0%Unchanged
PSI Advisors, LLC162$9.36K0.00%00.0%Unchanged
Security National Bank159$9.19K0.00%00.0%Unchanged
Golden State Equity Partners159$9.19K0.00%+159New
Pacifica Partners Inc.152$8.78K0.00%00.0%Unchanged
Barrett & Company, Inc.150$8.67K0.00%00.0%Unchanged
Trust Co150$8.67K0.00%00.0%Unchanged
Core Alternative Capital149$8.61K0.00%00.0%Unchanged