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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 7,364 | $425.6K | 0.01% | +148+2.1% | Added |
| Legacy Financial Advisors, Inc. | 7,344 | $424.4K | 0.07% | +202+2.8% | Added |
| Signature Estate & Investment Advisors LLC | 7,312 | $422.6K | 0.01% | +631+9.4% | Added |
| Danske Bank A/S | 7,300 | $421.9K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,290 | $421.3K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 7,282 | $420.8K | 0.09% | +34+0.5% | Added |
| Pittenger & Anderson Inc | 7,250 | $419.0K | 0.02% | +4,250+141.7% | Added |
| Fragasso Group Inc. | 7,236 | $418.2K | 0.03% | −26−0.4% | Reduced |
| BLB&B Advisors, LLC | 7,223 | $417.4K | 0.02% | +173+2.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,222 | $417.4K | 0.07% | −102−1.4% | Reduced |
| Private Wealth Partners, LLC | 7,195 | $415.8K | 0.03% | −5−0.1% | Reduced |
| First United Bank Trust | 7,177 | $414.8K | 0.15% | −1,025−12.5% | Reduced |
| Thrive Capital Management, LLC | 7,148 | $413.0K | 0.19% | +7,148 | New |
| Catalyst Financial Partners LLC | 6,982 | $403.5K | 0.08% | −198−2.8% | Reduced |
| Parsons Capital Management Inc | 6,939 | $401.0K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,932 | $400.6K | 0.05% | +6,932 | New |
| St Germain D J Co Inc | 6,927 | $400.3K | 0.02% | −3,309−32.3% | Reduced |
| Adirondack Trust Co | 6,917 | $399.7K | 0.15% | +1,669+31.8% | Added |
| LRI Investments, LLC | 7,113 | $399.7K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,903 | $398.9K | 0.04% | −628−8.3% | Reduced |
| Koshinski Asset Management, Inc. | 6,871 | $397.1K | 0.03% | +12+0.2% | Added |
| Delta Financial Group, Inc. | 6,859 | $396.0K | 0.15% | +295+4.5% | Added |
| Graypoint LLC | 6,822 | $394.2K | 0.03% | −107−1.5% | Reduced |
| Vontobel Holding Ltd. | 6,734 | $389.2K | 0.00% | +6,734 | New |
| Abacus Planning Group, Inc. | 6,709 | $387.7K | 0.07% | +302+4.7% | Added |
| Capula Management Ltd | 6,679 | $386.0K | 0.00% | +6,679 | New |
| Jarislowsky, Fraser Ltd | 6,651 | $384.4K | 0.00% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,625 | $382.9K | 0.07% | −39−0.6% | Reduced |
| Montag A & Associates Inc | 6,611 | $382.1K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,550 | $378.5K | 0.03% | +1,425+27.8% | Added |
| Alpha Family Trust | 6,540 | $377.9K | 0.21% | 00.0% | Unchanged |
| Trust Point Inc. | 6,538 | $377.8K | 0.03% | −231−3.4% | Reduced |
| Fulcrum Equity Management | 6,504 | $375.9K | 0.32% | +75+1.2% | Added |
| Adalta Capital Management LLC | 6,500 | $375.6K | 0.19% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,455 | $373.0K | 0.09% | 00.0% | Unchanged |
| Terry L. Blaker | 6,439 | $372.1K | 0.01% | +860+15.4% | Added |
| International Private Wealth Advisors LLC | 6,427 | $371.4K | 0.54% | −357−5.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,396 | $369.6K | 0.17% | −263−3.9% | Reduced |
| Farmers Trust Co | 6,368 | $368.0K | 0.07% | +75+1.2% | Added |
| Sunbelt Securities, Inc. | 6,349 | $366.9K | 0.04% | −36−0.6% | Reduced |
| Hudock, Inc. | 6,327 | $365.7K | 0.06% | −95−1.5% | Reduced |
| Syon Capital LLC | 6,314 | $364.9K | 0.03% | −192−3.0% | Reduced |
| Tranquility Partners, LLC | 6,286 | $363.3K | 0.13% | −58−0.9% | Reduced |
| Fruth Investment Management | 6,275 | $362.0K | 0.09% | −1,150−15.5% | Reduced |
| Morningstar Investment Services LLC | 6,329 | $362.0K | 0.00% | −19−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,935 | $361.6K | 0.01% | +1,678+39.4% | Added |
| Capital Management Corp | 6,236 | $360.4K | 0.06% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,214 | $359.1K | 0.04% | −937−13.1% | Reduced |
| StoneX Group Inc. | 6,196 | $358.1K | 0.03% | +6,196 | New |
| Meridian Wealth Management, LLC | 6,173 | $356.8K | 0.02% | +784+14.5% | Added |
| Park National Corp | 6,163 | $356.2K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 6,134 | $354.5K | 0.19% | +6,134 | New |
| Busey Wealth Management | 6,134 | $354.5K | 0.01% | +203+3.4% | Added |
| Facet Wealth, Inc. | 5,929 | $349.7K | 0.01% | +5,929 | New |
| Thompson Davis & Co., Inc. | 6,006 | $347.1K | 0.26% | +6,006 | New |
| Hummer Financial Advisory Services Inc | 6,001 | $346.8K | 0.27% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 6,000 | $346.7K | 0.39% | +6,000 | New |
| Farther Finance Advisors, LLC | 5,995 | $346.4K | 0.01% | +841+16.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,986 | $345.9K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,982 | $344.8K | 0.02% | −172−2.8% | Reduced |
| Brown Miller Wealth Management, LLC | 5,960 | $344.5K | 0.13% | +12+0.2% | Added |
| ASB Consultores, LLC | 5,956 | $344.2K | 0.14% | +795+15.4% | Added |
| Dynamic Advisor Solutions LLC | 5,937 | $343.1K | 0.01% | −491−7.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,920 | $342.1K | 0.05% | +200+3.5% | Added |
| Howard Capital Management Inc. | 5,915 | $341.8K | 0.01% | +5,915 | New |
| Smithfield Trust Co | 5,900 | $341.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,870 | $339.2K | 0.06% | −401−6.4% | Reduced |
| Mystic Asset Management, Inc. | 5,854 | $338.3K | 0.13% | −85−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,953 | $338.2K | 0.00% | +16,953 | New |
| MBB Public Markets I LLC | 5,850 | $338.1K | 0.03% | −54,485−90.3% | Reduced |
| Violich Capital Management, Inc. | 5,855 | $338.0K | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 5,828 | $336.8K | 0.12% | 00.0% | Unchanged |
| CNB Bank | 5,800 | $335.2K | 0.16% | −920−13.7% | Reduced |
| Luts & Greenleigh Group, Inc | 5,776 | $333.8K | 0.32% | −332−5.4% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $333.0K | 0.06% | −65−1.1% | Reduced |
| Rehmann Capital Advisory Group | 5,758 | $332.8K | 0.02% | −41−0.7% | Reduced |
| Aspiriant, LLC | 5,749 | $332.2K | 0.01% | +4+0.1% | Added |
| Old Port Advisors | 5,732 | $331.3K | 0.09% | −87−1.5% | Reduced |
| Salem Investment Counselors Inc | 5,722 | $330.7K | 0.01% | +40+0.7% | Added |
| PDT Partners, LLC | 5,700 | $329.4K | 0.03% | +5,700 | New |
| Procyon Private Wealth Partners, LLC | 5,688 | $328.2K | 0.02% | −3,698−39.4% | Reduced |
| Wedmont Private Capital | 5,746 | $328.0K | 0.02% | +420+7.9% | Added |
| Advanced Portfolio Management, LLC | 5,632 | $325.5K | 0.33% | −4,882−46.4% | Reduced |
| Centre Asset Management, LLC | 5,621 | $325.0K | 0.07% | −288−4.9% | Reduced |
| Lantern Wealth Advisors, LLC | 5,610 | $324.3K | 0.22% | +209+3.9% | Added |
| Teacher Retirement System of Texas | 5,612 | $324.0K | 0.00% | −10,664−65.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,600 | $323.6K | 0.02% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 5,589 | $323.0K | 0.17% | +29+0.5% | Added |
| Summit Trail Advisors, LLC | 5,568 | $321.8K | 0.01% | −836−13.1% | Reduced |
| Cobblestone Asset Management LLC | 5,564 | $321.6K | 0.19% | +7+0.1% | Added |
| IFP Advisors, Inc | 5,560 | $321.3K | 0.01% | +142+2.6% | Added |
| Colonial Trust Advisors | 5,529 | $319.5K | 0.03% | +403+7.9% | Added |
| Brighton Jones LLC | 5,528 | $319.4K | 0.01% | −1,337−19.5% | Reduced |
| Pallas Capital Advisors LLC | 5,241 | $318.5K | 0.01% | +5,241 | New |
| Chesapeake Wealth Management | 5,498 | $317.8K | 0.11% | +612+12.5% | Added |
| Fort Washington Investment Advisors Inc | 5,493 | $317.4K | 0.00% | −100−1.8% | Reduced |
| Lake Street Advisors Group, LLC | 5,461 | $315.6K | 0.01% | −20.0% | Reduced |
| Citizens Financial Group Inc | 5,456 | $315.3K | 0.01% | −228−4.0% | Reduced |
| Campion Asset Management LLC | 5,441 | $314.4K | 0.23% | +275+5.3% | Added |
| Summit Asset Management, LLC | 5,430 | $313.8K | 0.06% | −300−5.2% | Reduced |