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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 18,050 | $1.04M | 0.43% | −2,448−11.9% | Reduced |
| Rbo & Co LLC | 17,976 | $1.04M | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 17,769 | $1.03M | 0.10% | −400−2.2% | Reduced |
| Miracle Mile Advisors, LLC | 17,646 | $1.02M | 0.02% | +230+1.3% | Added |
| Culbertson A N & Co Inc | 17,636 | $1.02M | 0.16% | −1,996−10.2% | Reduced |
| Waters Parkerson & Co., LLC | 17,626 | $1.02M | 0.05% | −1,100−5.9% | Reduced |
| Dark Forest Capital Management LP | 17,482 | $1.01M | 0.13% | +17,482 | New |
| Simmons Bank | 17,465 | $1.01M | 0.07% | −160−0.9% | Reduced |
| Patten & Patten Inc | 17,463 | $1.01M | 0.07% | +1,205+7.4% | Added |
| Cornerstone Wealth Group, LLC | 17,455 | $1.01M | 0.08% | +847+5.1% | Added |
| Platform Technology Partners | 17,425 | $1.01M | 0.32% | +858+5.2% | Added |
| Thomasville National Bank | 17,308 | $1.00M | 0.07% | +204+1.2% | Added |
| Ronald Blue Trust, Inc. | 20,372 | $998.2K | 0.01% | +6,621+48.1% | Added |
| Vinva Investment Management Ltd | 17,268 | $987.0K | 0.04% | −2,183−11.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $979.5K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 16,950 | $979.5K | 0.01% | +16,950 | New |
| Kingswood Wealth Advisors, LLC | 16,940 | $978.9K | 0.07% | +4,165+32.6% | Added |
| Inceptionr LLC | 16,897 | $976.5K | 0.24% | −7,169−29.8% | Reduced |
| United Asset Strategies, Inc. | 16,860 | $974.3K | 0.09% | +811+5.1% | Added |
| Arlington Capital Management, Inc. | 16,760 | $968.6K | 0.80% | +321+2.0% | Added |
| Innova Wealth Partners | 16,760 | $968.6K | 0.80% | +16,760 | New |
| Signaturefd, LLC | 16,696 | $964.8K | 0.02% | −1,925−10.3% | Reduced |
| Frank, Rimerman Advisors LLC | 16,688 | $964.4K | 0.07% | −11,033−39.8% | Reduced |
| First National Trust Co | 16,651 | $962.3K | 0.04% | −1,679−9.2% | Reduced |
| Proequities, Inc. | 16,631 | $961.1K | 0.06% | −689−4.0% | Reduced |
| Umb Bank N A | 16,624 | $960.7K | 0.01% | −785−4.5% | Reduced |
| Gsa Capital Partners LLP | 16,616 | $960.0K | 0.07% | +16,616 | New |
| Two Sigma Advisers, LP | 16,600 | $959.3K | 0.00% | −85,100−83.7% | Reduced |
| Paradigm Financial Partners, LLC | 16,937 | $958.3K | 0.13% | −1,017−5.7% | Reduced |
| Highview Capital Management LLC | 16,559 | $956.9K | 0.39% | +211+1.3% | Added |
| Snowden Capital Advisors LLC | 16,544 | $956.1K | 0.03% | +2,608+18.7% | Added |
| Donaldson Capital Management, LLC | 16,515 | $954.4K | 0.04% | +3,778+29.7% | Added |
| Arrow Financial Corp | 16,292 | $941.5K | 0.09% | −7,475−31.5% | Reduced |
| First Horizon Advisors, Inc. | 16,219 | $937.3K | 0.03% | −597−3.6% | Reduced |
| Greenleaf Trust | 16,148 | $933.2K | 0.01% | −284−1.7% | Reduced |
| SageView Advisory Group, LLC | 16,079 | $929.2K | 0.05% | −5,369−25.0% | Reduced |
| Hilltop Holdings Inc. | 16,019 | $925.7K | 0.06% | +3,547+28.4% | Added |
| Chesley Taft & Associates LLC | 15,997 | $924.5K | 0.04% | +420+2.7% | Added |
| Sovereign Financial Group, Inc. | 15,912 | $919.6K | 0.21% | −157−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 15,806 | $913.4K | 0.03% | −686−4.2% | Reduced |
| Dover Advisors, LLC | 15,758 | $910.7K | 0.52% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 15,736 | $909.4K | 0.03% | −2,749−14.9% | Reduced |
| Blue Edge Capital, LLC | 15,709 | $907.8K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,683 | $906.3K | 0.01% | +2,899+22.7% | Added |
| Prime Capital Investment Advisors, LLC | 15,640 | $903.8K | 0.01% | −1,328−7.8% | Reduced |
| Horizon Investments, LLC | 15,533 | $897.7K | 0.02% | −779−4.8% | Reduced |
| Jacobi Capital Management LLC | 15,525 | $897.2K | 0.07% | +1,285+9.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 15,481 | $894.6K | 0.18% | +7,473+93.3% | Added |
| Benjamin Edwards Inc | 15,468 | $894.0K | 0.01% | +15,138+4,587.3% | Added |
| Steel Peak Wealth Management LLC | 15,440 | $892.3K | 0.04% | −2,913−15.9% | Reduced |
| HBW Advisory Services LLC | 15,424 | $891.4K | 0.13% | +15+0.1% | Added |
| Prosperity Consulting Group, LLC | 15,365 | $887.9K | 0.07% | +11,047+255.8% | Added |
| Walleye Capital LLC | 15,319 | $885.3K | 0.01% | −19,057−55.4% | Reduced |
| Exchange Traded Concepts, LLC | 15,288 | $883.5K | 0.02% | +8,287+118.4% | Added |
| NovaPoint Capital, LLC | 15,228 | $880.0K | 0.27% | +5,010+49.0% | Added |
| Verus Financial Partners, Inc. | 15,108 | $879.9K | 0.10% | −321−2.1% | Reduced |
| Principal Securities, Inc. | 15,209 | $879.0K | 0.02% | −392−2.5% | Reduced |
| Elevated Capital Advisors, LLC | 15,168 | $876.6K | 0.23% | −422−2.7% | Reduced |
| Founders Financial Alliance, LLC | 15,101 | $872.7K | 0.24% | +459+3.1% | Added |
| Spirit of America Management Corp | 15,100 | $872.6K | 0.17% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,078 | $871.4K | 0.02% | +727+5.1% | Added |
| Prudential PLC | 15,050 | $869.7K | 0.00% | +15,050 | New |
| Wealthspire Advisors, LLC | 15,033 | $868.8K | 0.01% | +7,072+88.8% | Added |
| Meeder Advisory Services, Inc. | 14,971 | $865.2K | 0.06% | +128+0.9% | Added |
| Liberty One Investment Management, LLC | 14,963 | $864.7K | 0.09% | −711−4.5% | Reduced |
| Excalibur Management Corp | 14,862 | $858.9K | 0.33% | −74−0.5% | Reduced |
| Vista Investment Management | 14,806 | $855.6K | 0.32% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 14,800 | $855.3K | 0.45% | +1,683+12.8% | Added |
| iA Global Asset Management Inc. | 14,694 | $849.0K | 0.01% | −14,049−48.9% | Reduced |
| Acorn Financial Advisory Services Inc | 14,666 | $847.6K | 0.15% | −20−0.1% | Reduced |
| Heritage Wealth Advisors | 14,634 | $845.7K | 0.04% | −958−6.1% | Reduced |
| Whitener Capital Management, Inc. | 14,620 | $844.9K | 0.24% | −330−2.2% | Reduced |
| Machina Capital S.A.S. | 14,610 | $844.3K | 0.34% | +7,506+105.7% | Added |
| John G Ullman & Associates Inc | 14,578 | $842.5K | 0.12% | −700−4.6% | Reduced |
| Buckingham Strategic Partners | 14,565 | $841.8K | 0.02% | +2,727+23.0% | Added |
| Empowered Funds, LLC | 14,460 | $835.6K | 0.01% | +1,323+10.1% | Added |
| Global Retirement Partners, LLC | 14,423 | $833.5K | 0.03% | −2,412−14.3% | Reduced |
| Warren Averett Asset Management, LLC | 14,392 | $831.7K | 0.02% | +25+0.2% | Added |
| Marco Investment Management LLC | 14,389 | $831.5K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 14,322 | $827.7K | 0.03% | +4,878+51.7% | Added |
| Main Street Group, LTD | 14,193 | $820.1K | 0.32% | −6,967−32.9% | Reduced |
| South State Corp. | 14,128 | $816.5K | 0.06% | −2,965−17.3% | Reduced |
| Mason & Associates, LLC | 14,064 | $812.8K | 0.25% | −260−1.8% | Reduced |
| Ballentine Partners, LLC | 13,937 | $805.4K | 0.01% | +1,271+10.0% | Added |
| Bokf, NA | 13,858 | $804.9K | 0.01% | −979−6.6% | Reduced |
| Vise Technologies, Inc. | 13,891 | $802.8K | 0.10% | +2,843+25.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,848 | $800.3K | 0.03% | +8,225+146.3% | Added |
| TCI Wealth Advisors, Inc. | 13,833 | $799.4K | 0.07% | +12+0.1% | Added |
| Pensionmark Financial Group, LLC | 13,788 | $796.8K | 0.03% | +6,603+91.9% | Added |
| Aviva PLC | 13,768 | $795.7K | 0.00% | +496+3.7% | Added |
| Meridian Financial Partners LLC | 13,751 | $795.0K | 0.40% | −66−0.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,711 | $792.4K | 0.51% | −24−0.2% | Reduced |
| Venture Visionary Partners LLC | 13,683 | $790.7K | 0.03% | −9−0.1% | Reduced |
| TCTC Holdings, LLC | 13,658 | $789.3K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,574 | $784.6K | 0.02% | +583+4.5% | Added |
| Trexquant Investment LP | 13,510 | $780.7K | 0.01% | +13,510 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,451 | $777.3K | 0.03% | +70+0.5% | Added |
| Cypress Capital Group | 13,416 | $775.3K | 0.09% | +478+3.7% | Added |
| Charter Trust Co | 13,258 | $766.2K | 0.05% | −239−1.8% | Reduced |
| Vista Investment Partners LLC | 13,220 | $764.0K | 0.24% | −55−0.4% | Reduced |