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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 57,105 | $3.30M | 0.69% | +5,056+9.7% | Added |
| Bill Few Associates, Inc. | 56,875 | $3.29M | 1.17% | +1,722+3.1% | Added |
| Two Sigma Investments, LP | 56,820 | $3.28M | 0.01% | −11,090−16.3% | Reduced |
| D.A. Davidson & Co. | 55,626 | $3.21M | 0.03% | +898+1.6% | Added |
| Atria Investments LLC | 55,369 | $3.20M | 0.04% | −26,915−32.7% | Reduced |
| Mizuho Securities USA LLC | 54,401 | $3.14M | 0.07% | −10,226−15.8% | Reduced |
| MONECO Advisors, LLC | 54,395 | $3.14M | 0.39% | +43,559+402.0% | Added |
| Dakota Wealth Management | 53,539 | $3.09M | 0.07% | −291−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 53,442 | $3.09M | 0.05% | +8,962+20.1% | Added |
| Hartford Investment Management Co | 52,674 | $3.04M | 0.10% | −945−1.8% | Reduced |
| XML Financial, LLC | 52,430 | $3.03M | 0.28% | −5,374−9.3% | Reduced |
| UniSuper Management Pty Ltd | 52,367 | $3.03M | 0.02% | −2,069,609−97.5% | Reduced |
| Prospera Financial Services Inc | 52,219 | $3.02M | 0.08% | +132+0.3% | Added |
| Advisors Management Group Inc | 51,844 | $3.00M | 0.71% | +155+0.3% | Added |
| Brevan Howard Capital Management LP | 51,321 | $2.97M | 0.14% | +45,120+727.6% | Added |
| Profund Advisors LLC | 50,611 | $2.92M | 0.11% | +4,327+9.3% | Added |
| First Bank & Trust | 50,068 | $2.89M | 0.55% | −3,038−5.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 49,958 | $2.89M | 0.06% | +24,654+97.4% | Added |
| Ieq Capital, LLC | 49,632 | $2.87M | 0.04% | +14,053+39.5% | Added |
| Thrivent Financial for Lutherans | 49,481 | $2.86M | 0.01% | −4,537−8.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 49,064 | $2.84M | 1.78% | +13,859+39.4% | Added |
| Maryland State Retirement & Pension System | 47,893 | $2.77M | 0.06% | −17,167−26.4% | Reduced |
| Sandy Spring Bank | 47,763 | $2.76M | 0.11% | +15,395+47.6% | Added |
| Graham Capital Wealth Management, LLC | 47,735 | $2.76M | 2.82% | +1,268+2.7% | Added |
| Bradley Foster & Sargent Inc | 47,569 | $2.75M | 0.05% | −1,015−2.1% | Reduced |
| Ontario Teachers Pension Plan Board | 47,546 | $2.75M | 0.02% | −85,982−64.4% | Reduced |
| Jones Financial Companies LLLP | 47,784 | $2.73M | 0.00% | +27,351+133.9% | Added |
| Louisiana State Employees Retirement System | 47,200 | $2.73M | 0.05% | −200−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 47,103 | $2.72M | 0.03% | +2,164+4.8% | Added |
| Rakuten Investment Management, Inc. | 47,523 | $2.72M | 0.02% | +11,844+33.2% | Added |
| Morton Community Bank | 46,605 | $2.69M | 0.70% | +2,427+5.5% | Added |
| Securian Asset Management, Inc | 46,399 | $2.68M | 0.08% | −1,798−3.7% | Reduced |
| VCI Wealth Management LLC | 46,316 | $2.68M | 1.19% | +46,316 | New |
| Financial Counselors Inc | 46,111 | $2.66M | 0.04% | −6,160−11.8% | Reduced |
| Kestra Private Wealth Services, LLC | 45,684 | $2.64M | 0.05% | +13,152+40.4% | Added |
| Zions Bancorporation, N.A. | 45,483 | $2.63M | 0.19% | −63,239−58.2% | Reduced |
| Tower Research Capital LLC (TRC) | 44,978 | $2.60M | 0.07% | −85,501−65.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,823 | $2.59M | 0.01% | −54,580−54.9% | Reduced |
| Beck Capital Management, LLC | 44,462 | $2.57M | 0.69% | +728+1.7% | Added |
| Employees Retirement System of Texas | 44,216 | $2.56M | 0.02% | +44,216 | New |
| Raymond James Trust N.A. | 44,150 | $2.55M | 0.06% | +2,315+5.5% | Added |
| Leelyn Smith, LLC | 44,101 | $2.55M | 0.46% | +1,488+3.5% | Added |
| Carret Asset Management, LLC | 43,301 | $2.50M | 0.27% | −2,270−5.0% | Reduced |
| RSM US Wealth Management LLC | 42,958 | $2.50M | 0.04% | +5,091+13.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 42,655 | $2.47M | 0.24% | −1,443−3.3% | Reduced |
| Gratus Wealth Advisors, LLC | 42,556 | $2.43M | 0.40% | +770+1.8% | Added |
| Edgestream Partners, L.P. | 41,871 | $2.42M | 0.11% | +37,497+857.3% | Added |
| Colonial River Wealth Management, LLC | 41,774 | $2.41M | 1.20% | −13,031−23.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 41,765 | $2.41M | 0.06% | +36,253+657.7% | Added |
| Vestcor Inc | 41,718 | $2.41M | 0.08% | −7,065−14.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,603 | $2.40M | 0.01% | +11,972+40.4% | Added |
| NewEdge Wealth, LLC | 41,299 | $2.39M | 0.04% | +5,006+13.8% | Added |
| New Mexico Educational Retirement Board | 40,973 | $2.37M | 0.08% | −1,200−2.8% | Reduced |
| Slocum, Gordon & Co LLP | 40,832 | $2.36M | 0.95% | +3,005+7.9% | Added |
| Ally Financial Inc. | 40,000 | $2.31M | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 39,848 | $2.31M | 0.06% | +2,177+5.8% | Added |
| Fifth Third Wealth Advisors LLC | 39,886 | $2.31M | 0.14% | +3,053+8.3% | Added |
| Stratos Wealth Partners, LTD. | 39,491 | $2.28M | 0.03% | +4,608+13.2% | Added |
| Advisory Services Network, LLC | 46,392 | $2.27M | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 39,182 | $2.26M | 0.07% | +8,120+26.1% | Added |
| Westpac Banking Corp | 39,045 | $2.26M | 0.15% | −5,336−12.0% | Reduced |
| Toroso Investments, LLC | 38,339 | $2.22M | 0.02% | +2,891+8.2% | Added |
| Central Pacific Bank - Trust Division | 38,046 | $2.20M | 0.28% | −200−0.5% | Reduced |
| Cornerstone Advisors, LLC | 37,700 | $2.18M | 0.09% | 00.0% | Unchanged |
| Sepio Capital, LP | 37,466 | $2.17M | 0.17% | −2,134−5.4% | Reduced |
| Integrated Wealth Concepts LLC | 37,294 | $2.16M | 0.03% | −2,632−6.6% | Reduced |
| First Hawaiian Bank | 37,219 | $2.15M | 0.07% | −1,615−4.2% | Reduced |
| BTC Capital Management, Inc. | 36,528 | $2.11M | 0.19% | −1,426−3.8% | Reduced |
| Alpha Omega Wealth Management LLC | 36,102 | $2.09M | 0.38% | −2,968−7.6% | Reduced |
| Clearstead Advisors, LLC | 35,833 | $2.07M | 0.03% | +335+0.9% | Added |
| Pettyjohn, Wood & White, Inc | 35,832 | $2.07M | 0.38% | −5,820−14.0% | Reduced |
| Stamos Capital Partners, L.P. | 35,720 | $2.06M | 0.49% | −19,750−35.6% | Reduced |
| Financial Security Advisor, Inc. | 35,709 | $2.06M | 0.51% | +2,889+8.8% | Added |
| South Dakota Investment Council | 35,684 | $2.06M | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 35,623 | $2.06M | 0.05% | +5,533+18.4% | Added |
| United Capital Financial Advisers, LLC | 35,426 | $2.05M | 0.02% | −680−1.9% | Reduced |
| Concurrent Investment Advisors, LLC | 35,385 | $2.04M | 0.06% | +603+1.7% | Added |
| Ascent Group, LLC | 35,182 | $2.03M | 0.15% | −1,211−3.3% | Reduced |
| Berkshire Bank | 35,068 | $2.03M | 0.48% | +5,933+20.4% | Added |
| Blair William & Co | 34,990 | $2.02M | 0.01% | +5,438+18.4% | Added |
| Redwood Investment Management, LLC | 35,161 | $2.01M | 0.18% | −3,084−8.1% | Reduced |
| Jump Financial, LLC | 34,807 | $2.01M | 0.04% | −18,552−34.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,780 | $2.01M | 0.07% | +1,104+3.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 34,710 | $2.01M | 0.14% | −9,841−22.1% | Reduced |
| Tiaa Trust, National Association | 34,650 | $2.00M | 0.01% | −1,225−3.4% | Reduced |
| Boston Financial Mangement LLC | 34,473 | $1.99M | 0.06% | −637−1.8% | Reduced |
| Conning Inc. | 34,430 | $1.99M | 0.07% | −80−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 34,100 | $1.97M | 0.05% | +34,100 | New |
| Quantbot Technologies LP | 34,072 | $1.97M | 0.08% | +283+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 34,031 | $1.97M | 0.17% | −2,581−7.0% | Reduced |
| Argent Trust Co | 33,982 | $1.96M | 0.08% | −5,429−13.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 33,676 | $1.95M | 0.24% | −695−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 33,670 | $1.95M | 0.03% | +208+0.6% | Added |
| GTS Securities LLC | 32,929 | $1.90M | 0.04% | +27,011+456.4% | Added |
| Tokio Marine Asset Management Co Ltd | 31,943 | $1.85M | 0.08% | +790+2.5% | Added |
| Intech Investment Management LLC | 31,702 | $1.83M | 0.02% | −7,854−19.9% | Reduced |
| Hartford Financial Management Inc. | 31,524 | $1.82M | 0.37% | −17,084−35.1% | Reduced |
| Courier Capital LLC | 31,346 | $1.81M | 0.12% | +4,783+18.0% | Added |
| TD Private Client Wealth LLC | 31,192 | $1.80M | 0.05% | −20,000−39.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 31,165 | $1.80M | 0.67% | +7,728+33.0% | Added |