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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 147 | $8.49K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 135 | $7.80K | 0.00% | +2+1.5% | Added |
| Highline Wealth Partners LLC | 131 | $7.59K | 0.00% | +19+17.0% | Added |
| Nemes Rush Group LLC | 154 | $7.58K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 127 | $7.34K | 0.00% | −217−63.1% | Reduced |
| Fairscale Capital, LLC | 127 | $7.34K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 120 | $6.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $6.59K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $6.30K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $6.00K | 0.00% | −19,700−99.5% | Reduced |
| Mascoma Wealth Management LLC | 100 | $5.78K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $5.78K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 96 | $5.55K | 0.00% | −11−10.3% | Reduced |
| Stephens Consulting, LLC | 93 | $5.38K | 0.00% | −124−57.1% | Reduced |
| Kozak & Associates, Inc. | 89 | $5.36K | 0.00% | +1+1.1% | Added |
| Carolina Wealth Advisors, LLC | 88 | $5.09K | 0.00% | +88 | New |
| Signature Resources Capital Management, LLC | 86 | $4.97K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $4.85K | 0.00% | −20−19.2% | Reduced |
| Accordant Advisory Group Inc | 71 | $4.10K | 0.00% | −70−49.6% | Reduced |
| Arlington Trust Co LLC | 70 | $4.04K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 67 | $3.87K | 0.00% | −190−73.9% | Reduced |
| Legend Financial Advisors, Inc. | 63 | $3.64K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 62 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 59 | $3.42K | 0.00% | +1+1.7% | Added |
| Clear Point Advisors Inc. | 59 | $3.41K | 0.00% | −60−50.4% | Reduced |
| Thompson Investment Management, Inc. | 56 | $3.24K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 54 | $3.12K | 0.00% | −1,654−96.8% | Reduced |
| AlphaMark Advisors, LLC | 50 | $3.00K | 0.00% | −75−60.0% | Reduced |
| Penserra Capital Management LLC | 69 | $3.00K | 0.00% | +3+4.5% | Added |
| Coston, McIsaac & Partners | 57 | $3.00K | 0.00% | +1+1.8% | Added |
| Rogco, LP | 46 | $2.66K | 0.00% | −34−42.5% | Reduced |
| Peterson Financial Group, Inc. | 43 | $2.48K | 0.01% | +43 | New |
| JNBA Financial Advisors | 40 | $2.31K | 0.00% | +40 | New |
| Financial Network Wealth Advisors LLC | 37 | $2.14K | 0.00% | −4−9.8% | Reduced |
| Tucker Asset Management LLC | 35 | $2.02K | 0.00% | −56−61.5% | Reduced |
| TFC Financial Management | 35 | $2.02K | 0.00% | +22+169.2% | Added |
| SJS Investment Consulting Inc. | 33 | $1.91K | 0.00% | +9+37.5% | Added |
| Tidemark, LLC | 33 | $1.91K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $1.73K | 0.00% | +15+100.0% | Added |
| Atlas Capital Advisors LLC | 28 | $1.62K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 22 | $1.27K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 48,176 | $834 | 0.00% | +37,514+351.8% | Added |
| Fortis Group Advisors, LLC | 13 | $751 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $636 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $546 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 6 | $347 | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 5 | $288 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $116 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | – | – | −4−44.4% | Reduced |
| Peconic Partners LLC | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −442,143−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −420,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −169,408−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −53,011−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −51,992−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −34,452−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −31,199−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,780−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −27,145−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −25,010−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −22,936−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,309−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,625−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −16,745−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,149−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −15,412−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,238−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,254−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,038−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −8,611−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −8,477−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −5,775−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −5,578−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −5,536−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,905−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −4,626−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |