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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 9,644 | $557.4K | 0.03% | −79−0.8% | Reduced |
| CAPROCK Group, Inc. | 9,636 | $556.9K | 0.02% | −43−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 9,620 | $556.0K | 0.01% | +1,385+16.8% | Added |
| Schonfeld Strategic Advisors LLC | 9,590 | $554.2K | 0.00% | −8,699−47.6% | Reduced |
| Modera Wealth Management, LLC | 9,549 | $551.8K | 0.01% | −825−8.0% | Reduced |
| Valmark Advisers, Inc. | 9,451 | $546.2K | 0.01% | +639+7.3% | Added |
| HM Payson & Co | 9,437 | $545.4K | 0.01% | −731−7.2% | Reduced |
| CWA Asset Management Group, LLC | 9,423 | $544.6K | 0.03% | +9,423 | New |
| Insigneo Advisory Services, LLC | 9,415 | $544.1K | 0.05% | −786−7.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,411 | $544.0K | 0.22% | +8+0.1% | Added |
| Renaissance Group LLC | 9,398 | $543.1K | 0.02% | −393−4.0% | Reduced |
| BancorpSouth Bank | 9,372 | $541.6K | 0.04% | −61,698−86.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,334 | $539.4K | 0.01% | −6−0.1% | Reduced |
| EP Wealth Advisors, LLC | 9,321 | $538.7K | 0.00% | +783+9.2% | Added |
| Aptus Capital Advisors, LLC | 9,319 | $538.5K | 0.01% | −319−3.3% | Reduced |
| Salvus Wealth Management, LLC | 9,316 | $538.4K | 0.33% | +39+0.4% | Added |
| Commerzbank Aktiengesellschaft | 9,178 | $531.0K | 0.01% | +1,344+17.2% | Added |
| Parallel Advisors, LLC | 9,169 | $529.9K | 0.01% | +1,470+19.1% | Added |
| Capital Asset Advisory Services LLC | 9,327 | $529.9K | 0.03% | +2,274+32.2% | Added |
| Siemens Fonds Invest GmbH | 9,155 | $529.1K | 0.04% | +3,869+73.2% | Added |
| Mechanics Bank Trust Department | 9,140 | $528.2K | 0.07% | −63−0.7% | Reduced |
| TFG Advisers LLC | 9,120 | $527.0K | 0.19% | −307−3.3% | Reduced |
| Bank of New Hampshire | 9,062 | $523.7K | 0.13% | −1,162−11.4% | Reduced |
| SS&H Financial Advisors, Inc. | 9,043 | $523.0K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9,045 | $522.7K | 0.09% | +718+8.6% | Added |
| Triangle Securities Wealth Management | 8,995 | $519.8K | 0.13% | −759−7.8% | Reduced |
| ICW Investment Advisors LLC | 8,987 | $519.4K | 0.22% | +356+4.1% | Added |
| Headinvest, LLC | 8,924 | $515.7K | 0.10% | +55+0.6% | Added |
| Eastern Bank | 8,902 | $514.4K | 0.01% | +8,902 | New |
| Scotia Capital Inc. | 8,897 | $514.2K | 0.00% | +8,897 | New |
| Hexagon Capital Partners LLC | 8,844 | $511.1K | 0.10% | −174−1.9% | Reduced |
| Commonwealth Retirement Investments LLC | 8,839 | $510.8K | 0.21% | +680+8.3% | Added |
| Hantz Financial Services, Inc. | 8,772 | $507.0K | 0.01% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 8,744 | $505.3K | 0.01% | +2,009+29.8% | Added |
| Fiduciary Group LLC | 8,726 | $504.3K | 0.05% | −453−4.9% | Reduced |
| Bessemer Group Inc | 8,736 | $504.0K | 0.00% | −4,969−36.3% | Reduced |
| Cigna Investments Inc | 8,682 | $502.0K | 0.09% | −144−1.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,685 | $501.9K | 0.15% | −327−3.6% | Reduced |
| We Are One Seven, LLC | 8,678 | $501.5K | 0.02% | −466−5.1% | Reduced |
| VeraBank, N.A. | 8,669 | $501.0K | 0.15% | −360−4.0% | Reduced |
| Burney Co | 8,656 | $500.2K | 0.02% | −648−7.0% | Reduced |
| Rowland & Co Investment Counsel | 8,639 | $499.3K | 0.10% | +30.0% | Added |
| Outfitter Financial LLC | 8,565 | $495.0K | 0.41% | −465−5.1% | Reduced |
| HBK Sorce Advisory LLC | 8,556 | $494.4K | 0.02% | −1,702−16.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,542 | $493.6K | 0.45% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,498 | $491.1K | 0.02% | −323−3.7% | Reduced |
| Premier Path Wealth Partners, LLC | 8,472 | $489.6K | 0.08% | −317−3.6% | Reduced |
| Empire Financial Management Company, LLC | 8,454 | $488.6K | 0.15% | −4,000−32.1% | Reduced |
| Pointe Capital Management LLC | 8,443 | $487.9K | 0.28% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,435 | $487.4K | 0.01% | +32+0.4% | Added |
| Asset Dedication, LLC | 8,428 | $487.0K | 0.03% | −6,139−42.1% | Reduced |
| 1620 Investment Advisors, Inc. | 8,402 | $485.6K | 0.35% | +95+1.1% | Added |
| Natixis | 8,382 | $484.4K | 0.00% | +8,382 | New |
| Hardin Capital Partners, LLC | 8,444 | $479.7K | 0.27% | −155−1.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,250 | $476.8K | 0.01% | +8,250 | New |
| SeaCrest Wealth Management, LLC | 8,237 | $476.0K | 0.05% | +172+2.1% | Added |
| DiNuzzo Private Wealth, Inc. | 8,234 | $475.9K | 0.06% | +8,094+5,781.4% | Added |
| Quadrant Capital Group LLC | 8,231 | $475.7K | 0.03% | +233+2.9% | Added |
| Cullen Capital Management LLC | 8,217 | $474.9K | 0.01% | 00.0% | Unchanged |
| Kidder Stephen W | 8,157 | $471.4K | 0.14% | −1,282−13.6% | Reduced |
| Tocqueville Asset Management L.P. | 8,114 | $468.9K | 0.01% | −7,140−46.8% | Reduced |
| Sharp Financial Services, LLC | 8,100 | $468.1K | 0.36% | −450−5.3% | Reduced |
| Reuter James Wealth Management, LLC | 8,083 | $467.1K | 0.09% | −7,363−47.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,054 | $465.4K | 0.01% | −1,000−11.0% | Reduced |
| Birchcreek Wealth Management, LLC | 8,051 | $465.3K | 0.30% | +2,700+50.5% | Added |
| QRG Capital Management, Inc. | 7,989 | $461.7K | 0.00% | +2,922+57.7% | Added |
| Centurion Wealth Management LLC | 7,988 | $461.6K | 0.15% | +7,988 | New |
| Mutual Advisors, LLC | 7,593 | $461.4K | 0.01% | −933−10.9% | Reduced |
| Mainstay Capital Management LLC | 7,959 | $460.0K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,946 | $459.2K | 0.07% | −8,615−52.0% | Reduced |
| 1st Source Bank | 7,936 | $458.6K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,928 | $458.2K | 0.18% | +7,928 | New |
| Welch Group, LLC | 7,899 | $456.5K | 0.02% | −879−10.0% | Reduced |
| Moneta Group Investment Advisors LLC | 7,869 | $454.7K | 0.01% | +648+9.0% | Added |
| Ameritas Advisory Services, LLC | 7,852 | $453.8K | 0.02% | +448+6.1% | Added |
| Whittier Trust Co | 7,851 | $453.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,825 | $452.2K | 0.05% | +30.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,810 | $451.3K | 0.27% | +7,810 | New |
| Legacy Wealth Asset Management, LLC | 7,807 | $451.2K | 0.12% | +85+1.1% | Added |
| Cobblestone Capital Advisors LLC | 7,786 | $449.9K | 0.03% | +195+2.6% | Added |
| Central Bank & Trust Co | 7,762 | $448.6K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,673 | $447.8K | 0.02% | −109−1.4% | Reduced |
| RVW Wealth, LLC | 7,725 | $446.4K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 7,711 | $445.6K | 0.04% | +7,710+771,000.0% | Added |
| Beech Hill Advisors, Inc. | 7,708 | $445.4K | 0.17% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,686 | $444.2K | 0.05% | +2,393+45.2% | Added |
| JBR Co Financial Management Inc | 7,675 | $443.5K | 0.29% | +59+0.8% | Added |
| Quotient Wealth Partners, LLC | 7,670 | $443.2K | 0.01% | −69−0.9% | Reduced |
| Passumpsic Savings Bank | 7,639 | $441.5K | 0.29% | +199+2.7% | Added |
| Centennial Wealth Advisory LLC | 7,639 | $441.4K | 0.17% | +258+3.5% | Added |
| Lakeview Capital Partners, LLC | 7,559 | $436.8K | 0.07% | +638+9.2% | Added |
| Cornerstone Wealth Management, LLC | 7,559 | $436.8K | 0.03% | +2,315+44.1% | Added |
| Sar Wealth Management Group, LLC | 7,490 | $432.8K | 0.29% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,473 | $431.9K | 0.06% | +71+1.0% | Added |
| Marcum Wealth, LLC | 7,463 | $431.3K | 0.04% | −526−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,420 | $428.8K | 0.01% | −15,925−68.2% | Reduced |
| Cidel Asset Management Inc | 7,413 | $428.4K | 0.03% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 7,410 | $428.2K | 0.08% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $428.0K | 0.15% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,390 | $427.1K | 0.04% | −32−0.4% | Reduced |