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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 13,378 | $761.6K | 0.11% | −707−5.0% | Reduced |
| MEMBERS Trust Co | 13,134 | $759.0K | 0.02% | −1,991−13.2% | Reduced |
| Mediolanum International Funds Ltd | 13,262 | $756.8K | 0.01% | +13,262 | New |
| Precedent Wealth Partners, LLC | 13,087 | $756.3K | 0.25% | +2,345+21.8% | Added |
| Good Life Advisors, LLC | 13,024 | $752.7K | 0.05% | +1,412+12.2% | Added |
| AlphaStar Capital Management, LLC | 13,008 | $751.8K | 0.06% | +4,615+55.0% | Added |
| Verdence Capital Advisors LLC | 12,950 | $748.4K | 0.06% | −10,427−44.6% | Reduced |
| Peoples Bank | 12,934 | $747.4K | 0.50% | −100−0.8% | Reduced |
| PFG Investments, LLC | 12,897 | $745.3K | 0.05% | −552−4.1% | Reduced |
| Harbour Investments, Inc. | 12,801 | $739.8K | 0.02% | −179−1.4% | Reduced |
| Morse Asset Management, Inc | 12,704 | $734.2K | 0.16% | +12,704 | New |
| Csenge Advisory Group | 12,975 | $729.5K | 0.04% | −226−1.7% | Reduced |
| Anchor Investment Management, LLC | 12,607 | $728.6K | 0.07% | −6,870−35.3% | Reduced |
| Chickasaw Capital Management LLC | 12,544 | $725.0K | 0.03% | −1,000−7.4% | Reduced |
| Jeppson Wealth Management, LLC | 12,467 | $720.5K | 0.26% | −10−0.1% | Reduced |
| San Luis Wealth Advisors LLC | 12,438 | $719.0K | 0.15% | +6,629+114.1% | Added |
| Global Financial Private Client, LLC | 12,421 | $717.9K | 0.28% | +12,421 | New |
| Keystone Financial Group | 12,368 | $714.8K | 0.09% | +93+0.8% | Added |
| Johnson Investment Counsel Inc | 12,358 | $714.2K | 0.01% | −13,916−53.0% | Reduced |
| Holderness Investments Co | 12,357 | $714.1K | 0.16% | −17−0.1% | Reduced |
| Ingalls & Snyder LLC | 12,347 | $714.0K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,221 | $706.3K | 0.01% | +418+3.5% | Added |
| Canal Capital Management, LLC | 12,201 | $705.1K | 0.11% | +91+0.8% | Added |
| Linscomb & Williams, Inc. | 12,151 | $702.2K | 0.03% | −920−7.0% | Reduced |
| Geneos Wealth Management Inc. | 12,135 | $701.3K | 0.03% | −46,789−79.4% | Reduced |
| 44 Wealth Management LLC | 11,508 | $701.2K | 0.25% | +11,508 | New |
| My Legacy Advisors, LLC | 12,124 | $700.7K | 0.28% | −2,930−19.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,073 | $697.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12,063 | $697.1K | 0.11% | +5,373+80.3% | Added |
| Sumitomo Life Insurance Co | 12,042 | $695.9K | 0.01% | +94+0.8% | Added |
| Hayek Kallen Investment Management | 11,994 | $693.0K | 0.25% | +101+0.8% | Added |
| Ti-Trust, Inc | 11,929 | $689.4K | 0.49% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,885 | $686.8K | 0.01% | +2,323+24.3% | Added |
| Daymark Wealth Partners, LLC | 11,878 | $686.4K | 0.03% | −268−2.2% | Reduced |
| Chemung Canal Trust Co | 11,834 | $683.9K | 0.14% | +2,323+24.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 11,777 | $680.6K | 0.17% | +11,777 | New |
| Shelton Wealth Management, LLC | 11,736 | $678.2K | 0.39% | +4,102+53.7% | Added |
| BCGM Wealth Management, LLC | 11,728 | $677.8K | 0.22% | +119+1.0% | Added |
| Hendershot Investments Inc. | 11,708 | $676.6K | 0.09% | −1,682−12.6% | Reduced |
| SPC Financial, Inc. | 11,694 | $675.8K | 0.06% | +1,600+15.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,584 | $669.4K | 0.04% | +35+0.3% | Added |
| V-Square Quantitative Management LLC | 11,536 | $666.7K | 0.10% | +1,885+19.5% | Added |
| Caldwell Trust Co | 11,522 | $665.9K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 11,517 | $665.6K | 0.02% | −3,932−25.5% | Reduced |
| NTV Asset Management LLC | 11,510 | $665.2K | 0.09% | −1,657−12.6% | Reduced |
| Parcion Private Wealth LLC | 11,484 | $663.7K | 0.06% | +1,316+12.9% | Added |
| TCW Group Inc | 11,454 | $661.9K | 0.01% | −272−2.3% | Reduced |
| Stratos Wealth Advisors, LLC | 11,431 | $660.6K | 0.03% | +204+1.8% | Added |
| Wetherby Asset Management Inc | 11,424 | $660.2K | 0.03% | −163−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 11,398 | $658.7K | 0.01% | +1,262+12.5% | Added |
| J.W. Cole Advisors, Inc. | 11,373 | $657.3K | 0.03% | −3,730−24.7% | Reduced |
| Joel Isaacson & Co., LLC | 11,362 | $656.6K | 0.03% | −2,538−18.3% | Reduced |
| Kovack Advisors, Inc. | 11,355 | $656.2K | 0.07% | +1,621+16.7% | Added |
| United Bank | 11,354 | $656.1K | 0.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 14,086 | $653.5K | 0.02% | +235+1.7% | Added |
| Plimoth Trust Co LLC | 11,300 | $653.0K | 0.16% | −550−4.6% | Reduced |
| CoreCap Advisors, LLC | 11,157 | $644.8K | 0.03% | +2,217+24.8% | Added |
| Pinnacle Financial Partners Inc | 11,125 | $642.9K | 0.01% | −5,231−32.0% | Reduced |
| Principle Wealth Partners LLC | 11,057 | $639.0K | 0.05% | −179−1.6% | Reduced |
| Raleigh Capital Management Inc. | 11,043 | $638.2K | 0.25% | −17,729−61.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,941 | $632.3K | 0.06% | +32+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,932 | $631.8K | 0.02% | −178−1.6% | Reduced |
| Grimes & Company, Inc. | 10,910 | $630.5K | 0.02% | +67+0.6% | Added |
| Campbell Wealth Management | 10,907 | $630.0K | 0.06% | −1,587−12.7% | Reduced |
| Heritage Investors Management Corp | 10,903 | $630.0K | 0.02% | −75−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,864 | $627.8K | 0.00% | +103+1.0% | Added |
| Argent Financial Group, Inc. | 10,808 | $624.6K | 0.07% | +10,808 | New |
| LongView Wealth Management | 10,769 | $622.3K | 0.20% | +10,769 | New |
| Cullen/Frost Bankers, Inc. | 10,671 | $616.7K | 0.01% | −339−3.1% | Reduced |
| Key Financial Inc | 10,593 | $612.2K | 0.14% | +13+0.1% | Added |
| Marex Group plc | 10,500 | $606.8K | 0.01% | +4,598+77.9% | Added |
| Gordian Capital Singapore Pte Ltd | 10,500 | $606.8K | 0.23% | +5,400+105.9% | Added |
| Wealth Alliance | 10,482 | $605.8K | 0.07% | −9,521−47.6% | Reduced |
| Midwest Professional Planners, LTD. | 10,480 | $605.6K | 0.19% | −1,442−12.1% | Reduced |
| Longfellow Investment Management Co LLC | 10,440 | $603.3K | 0.15% | +63+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,411 | $601.7K | 0.23% | +2,700+35.0% | Added |
| Saturna Capital CORP | 10,400 | $601.0K | 0.01% | +2,650+34.2% | Added |
| Simplex Trading, LLC | 10,399 | $600.0K | 0.02% | +10,399 | New |
| Leavell Investment Management, Inc. | 10,302 | $595.4K | 0.03% | +1,879+22.3% | Added |
| Chiron Capital Management, LLC | 10,298 | $595.1K | 0.53% | −8,000−43.7% | Reduced |
| NorthRock Partners, LLC | 10,201 | $589.5K | 0.02% | +276+2.8% | Added |
| Citadel Advisors LLC | 10,068 | $581.8K | 0.00% | −13,288−56.9% | Reduced |
| Stony Point Wealth Management Inc. | 10,055 | $581.1K | 0.24% | −654−6.1% | Reduced |
| Merit Financial Group, LLC | 10,041 | $580.2K | 0.01% | +2,401+31.4% | Added |
| Glenview Trust Co | 10,006 | $578.2K | 0.01% | +1,667+20.0% | Added |
| HighPoint Advisor Group LLC | 10,001 | $577.9K | 0.03% | −1,766−15.0% | Reduced |
| Bard Financial Services, Inc. | 10,000 | $577.9K | 0.07% | −3,000−23.1% | Reduced |
| Phoenix Wealth Advisors | 9,975 | $576.5K | 0.27% | +80+0.8% | Added |
| United Advisor Group, LLC | 9,955 | $575.3K | 0.13% | +4,644+87.4% | Added |
| Skopos Labs, Inc. | 9,925 | $573.6K | 0.19% | +9,925 | New |
| Intrust Bank NA | 9,920 | $573.3K | 0.06% | −1,730−14.8% | Reduced |
| Armstrong Advisory Group, Inc | 9,912 | $572.8K | 0.05% | +20.0% | Added |
| Nations Financial Group Inc, | 9,886 | $571.3K | 0.04% | +253+2.6% | Added |
| Wedbush Securities Inc | 9,884 | $571.0K | 0.02% | −2,657−21.2% | Reduced |
| Two Sigma Securities, LLC | 9,832 | $568.2K | 0.04% | +9,832 | New |
| Adams Wealth Management | 9,813 | $567.1K | 0.12% | −1,125−10.3% | Reduced |
| CacheTech Inc. | 9,813 | $567.1K | 0.12% | −1,125−10.3% | Reduced |
| Eagle Ridge Investment Management | 9,771 | $564.7K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,266 | $564.6K | 0.07% | +280+3.1% | Added |
| Atomi Financial Group, Inc. | 9,650 | $557.7K | 0.03% | +1,050+12.2% | Added |