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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 31,132 | $1.80M | 0.02% | +705+2.3% | Added |
| Vectors Research Management, LLC | 30,853 | $1.78M | 0.54% | +1,336+4.5% | Added |
| Veriti Management LLC | 30,814 | $1.78M | 0.10% | +1,201+4.1% | Added |
| Spire Wealth Management | 30,724 | $1.78M | 0.06% | +16,240+112.1% | Added |
| Miller Howard Investments Inc | 30,618 | $1.77M | 0.05% | −151,795−83.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 29,089 | $1.73M | 0.66% | +29,089 | New |
| Moloney Securities Asset Management, LLC | 29,754 | $1.72M | 0.23% | +2,024+7.3% | Added |
| Central Trust Co | 29,366 | $1.70M | 0.04% | −1,160−3.8% | Reduced |
| Altman Advisors, Inc. | 29,315 | $1.69M | 0.75% | +284+1.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 29,178 | $1.69M | 0.34% | +882+3.1% | Added |
| Rothschild Investment LLC | 29,160 | $1.69M | 0.11% | −467−1.6% | Reduced |
| Bay Rivers Group | 29,147 | $1.68M | 0.84% | −100.0% | Reduced |
| Walleye Trading LLC | 28,887 | $1.67M | 0.04% | +2,600+9.9% | Added |
| Assetmark, Inc | 28,792 | $1.66M | 0.00% | +6,634+29.9% | Added |
| Empirical Finance, LLC | 28,787 | $1.66M | 0.10% | +649+2.3% | Added |
| Total Clarity Wealth Management, Inc. | 28,513 | $1.65M | 0.53% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 28,464 | $1.64M | 0.11% | +556+2.0% | Added |
| Cassaday & Co Wealth Management LLC | 28,250 | $1.63M | 0.05% | −1,710−5.7% | Reduced |
| Investment Management Corp of Ontario | 27,841 | $1.61M | 0.04% | +9,100+48.6% | Added |
| 3Chopt Investment Partners, LLC | 27,676 | $1.60M | 0.57% | +21+0.1% | Added |
| Palisade Asset Management, LLC | 27,475 | $1.59M | 0.16% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,404 | $1.58M | 0.00% | +13,950+103.7% | Added |
| Canandaigua National Bank & Trust Co | 27,381 | $1.58M | 0.15% | +4,131+17.8% | Added |
| Level Four Advisory Services, LLC | 26,300 | $1.57M | 0.07% | +4,204+19.0% | Added |
| All Terrain Financial Advisors, LLC | 26,849 | $1.55M | 0.59% | −68−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,667 | $1.54M | 0.02% | +608+2.3% | Added |
| Kingsview Wealth Management, LLC | 26,646 | $1.54M | 0.03% | −999−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,589 | $1.54M | 0.04% | −86−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 26,042 | $1.50M | 0.06% | −9,343−26.4% | Reduced |
| Lee Danner & Bass Inc | 25,946 | $1.50M | 0.11% | −726−2.7% | Reduced |
| Bull Street Advisors, LLC | 25,825 | $1.49M | 0.69% | −138−0.5% | Reduced |
| Park Avenue Securities LLC | 25,699 | $1.49M | 0.02% | −5,070−16.5% | Reduced |
| Marshall Wace, LLP | 25,449 | $1.47M | 0.00% | −8,243−24.5% | Reduced |
| Moors & Cabot, Inc. | 25,389 | $1.47M | 0.07% | −1,981−7.2% | Reduced |
| MYDA Advisors LLC | 25,000 | $1.44M | 0.41% | +25,000 | New |
| Beverly Hills Private Wealth, LLC | 24,962 | $1.44M | 0.29% | −7,497−23.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,839 | $1.44M | 0.10% | −2,197−8.1% | Reduced |
| Trust Co of Toledo NA | 24,801 | $1.43M | 0.19% | −1,816−6.8% | Reduced |
| Atlantic Union Bankshares Corp | 24,477 | $1.41M | 0.08% | −287−1.2% | Reduced |
| XTX Topco Ltd | 24,428 | $1.41M | 0.10% | +24,428 | New |
| Integrated Advisors Network LLC | 24,394 | $1.41M | 0.07% | −1,009−4.0% | Reduced |
| Capital Investment Counsel, Inc | 24,371 | $1.41M | 0.20% | −93−0.4% | Reduced |
| Bryn Mawr Trust Co | 24,277 | $1.40M | 0.03% | +11,006+82.9% | Added |
| Pinnacle Associates Ltd | 29,602 | $1.39M | 0.02% | +1,686+6.0% | Added |
| Bleakley Financial Group, LLC | 23,704 | $1.37M | 0.04% | −1,782−7.0% | Reduced |
| Personal Cfo Solutions, LLC | 23,305 | $1.35M | 0.19% | +119+0.5% | Added |
| Sigma Planning Corp | 23,204 | $1.34M | 0.04% | +1,073+4.8% | Added |
| Tradewinds, LLC. | 23,064 | $1.33M | 0.41% | +10.0% | Added |
| Haverford Trust Co | 22,783 | $1.32M | 0.01% | +4,098+21.9% | Added |
| ABN AMRO Bank N.V. | 22,776 | $1.31M | 0.02% | +17,146+304.5% | Added |
| Ridgewood Investments LLC | 22,544 | $1.30M | 0.65% | −2,269−9.1% | Reduced |
| TCG Advisory Services, LLC | 22,348 | $1.29M | 0.06% | −5,135−18.7% | Reduced |
| Radnor Capital Management, LLC | 22,292 | $1.29M | 0.19% | +1,230+5.8% | Added |
| HRT Financial LP | 22,145 | $1.28M | 0.01% | +22,145 | New |
| Beacon Pointe Advisors, LLC | 22,121 | $1.28M | 0.01% | +4,001+22.1% | Added |
| Clough Capital Partners L P | 21,995 | $1.27M | 0.13% | +21,995 | New |
| Pensionfund Sabic | 22,000 | $1.27M | 0.40% | −3,000−12.0% | Reduced |
| Cullinan Associates Inc | 21,078 | $1.27M | 0.07% | +700+3.4% | Added |
| Resources Investment Advisors, LLC. | 21,528 | $1.24M | 0.01% | −3,275−13.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,481 | $1.24M | 0.29% | −733−3.3% | Reduced |
| Coldstream Capital Management Inc | 21,439 | $1.24M | 0.03% | +2,299+12.0% | Added |
| MAI Capital Management | 21,352 | $1.23M | 0.01% | −435−2.0% | Reduced |
| Lido Advisors, LLC | 21,296 | $1.23M | 0.01% | +4,424+26.2% | Added |
| Ascent Wealth Partners, LLC | 21,158 | $1.22M | 0.17% | +21,158 | New |
| Stock Yards Bank & Trust Co | 21,112 | $1.22M | 0.04% | −2,113−9.1% | Reduced |
| City Holding Co | 20,732 | $1.20M | 0.17% | −667−3.1% | Reduced |
| GAMMA Investing LLC | 20,581 | $1.19M | 0.12% | +3,426+20.0% | Added |
| Twinbeech Capital LP | 20,556 | $1.19M | 0.02% | −82,252−80.0% | Reduced |
| Inspire Trust Co, N.A. | 20,470 | $1.18M | 0.33% | +2,000+10.8% | Added |
| Apollon Wealth Management, LLC | 20,395 | $1.18M | 0.03% | −1,669−7.6% | Reduced |
| Birch Hill Investment Advisors LLC | 20,355 | $1.18M | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 19,790 | $1.14M | 0.37% | +19,790 | New |
| Pullen Investment Management, LLC | 19,707 | $1.14M | 0.83% | −13−0.1% | Reduced |
| Peoples Financial Services Corp. | 19,615 | $1.13M | 0.51% | +100+0.5% | Added |
| Fulton Bank, N.A. | 19,460 | $1.12M | 0.04% | −18,061−48.1% | Reduced |
| Axq Capital, LP | 19,334 | $1.12M | 0.34% | +19,334 | New |
| Dynamic Technology Lab Private Ltd | 19,329 | $1.12M | 0.12% | +8,799+83.6% | Added |
| Waterfront Wealth Inc. | 18,871 | $1.12M | 0.27% | +452+2.5% | Added |
| United Services Automobile Association | 19,240 | $1.11M | 0.03% | −4,314−18.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 19,168 | $1.11M | 0.80% | +46+0.2% | Added |
| Brown Brothers Harriman & Co | 19,139 | $1.11M | 0.01% | +253+1.3% | Added |
| EverSource Wealth Advisors, LLC | 19,074 | $1.10M | 0.07% | +83+0.4% | Added |
| Seven Eight Capital, LP | 19,048 | $1.10M | 0.10% | +19,048 | New |
| Allworth Financial LP | 19,003 | $1.10M | 0.01% | +1,041+5.8% | Added |
| First County Bank | 18,999 | $1.10M | 0.54% | −5,131−21.3% | Reduced |
| Beck Mack & Oliver LLC | 18,965 | $1.10M | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 18,884 | $1.09M | 0.23% | 00.0% | Unchanged |
| Ninepoint Partners LP | 18,876 | $1.09M | 0.14% | +18,876 | New |
| Farmers & Merchants Investments Inc | 18,851 | $1.09M | 0.03% | −2,313−10.9% | Reduced |
| Patten Group, Inc. | 18,835 | $1.09M | 0.24% | +2,016+12.0% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.08M | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 18,600 | $1.07M | 0.07% | −1,293−6.5% | Reduced |
| PBMares Wealth Management LLC | 18,515 | $1.07M | 0.22% | −709−3.7% | Reduced |
| Azimuth Capital Investment Management LLC | 18,491 | $1.07M | 0.04% | 00.0% | Unchanged |
| Garner Asset Management Corp | 18,454 | $1.07M | 0.49% | +658+3.7% | Added |
| Sequoia Financial Advisors, LLC | 18,285 | $1.06M | 0.01% | +1,458+8.7% | Added |
| Essex Financial Services, Inc. | 17,593 | $1.06M | 0.08% | +97+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 18,200 | $1.05M | 0.06% | +6,192+51.6% | Added |
| Eagle Harbor Asset Management Inc | 18,192 | $1.05M | 1.04% | −843−4.4% | Reduced |
| Trust Co of Vermont | 18,063 | $1.04M | 0.05% | −1,788−9.0% | Reduced |