Dominion Energy, Inc

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000715957

SEC filings (opens in a new tab)

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, Q4 2024

Institutional positions in Dominion Energy, Inc as of Dec 31, 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: 1,375; +40 vs. Q3 2024
Shares held: 649.3M; +8.84M (+1.4%) vs. Q3 2024
Total value: $35.0B; −$2.15B (−5.8%) vs. Q3 2024
New holders: 172; 490 more added
Sold out: 132; 511 more reduced

20 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,375 institutions

Value heldQ4 2024: $35.0B

Institutions holding D and their total value by quarter
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, Q4 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2024.

Institutions holding D in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Life Planners	0	$11	0.00%	0	New
REAP Financial Group, LLC	1	$27	0.00%	+1	New
Putney Financial Group LLC	1	$36	0.00%	+1	New
NBC Securities, Inc.	1	$87	0.01%	−3,133−100.0%	Reduced
High Note Wealth, LLC	3	$162	0.00%	+3	New
West Branch Capital LLC	6	$324	0.00%	00.0%	Unchanged
Activest Wealth Management	8	$431	0.00%	+8	New
Capital A Wealth Management, LLC	8	$431	0.00%	+8	New
Parkworth Wealth Management, Inc.	9	$485	0.00%	+9	New
Whipplewood Advisors, LLC	9	$485	0.00%	+9	New
Chesapeake Asset Management LLC	10	$538	0.00%	+5+100.0%	Added
Fortis Group Advisors, LLC	13	$700	0.00%	00.0%	Unchanged
TFC Financial Management	13	$701	0.00%	−22−62.9%	Reduced
WPG Advisers, LLC	14	$754	0.00%	+14	New
Principia Wealth Advisory, LLC	18	$969	0.00%	+18	New
NVWM, LLC	21	$1.13K	0.00%	00.0%	Unchanged
Graney & King, LLC	22	$1.19K	0.00%	+22	New
NewSquare Capital LLC	29	$1.56K	0.00%	+29	New
MPWM Advisory Solutions, LLC	29	$1.56K	0.00%	+29	New
Tidemark, LLC	33	$1.78K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	34	$1.83K	0.00%	−1,560−97.9%	Reduced
Wood Tarver Financial Group, LLC	40	$2.00K	0.00%	+40	New
Morton Brown Family Wealth, LLC	39	$2.10K	0.00%	−233−85.7%	Reduced
Transce3nd, LLC	40	$2.15K	0.00%	+40	New
Cassady Schiller Wealth Management, LLC	41	$2.21K	0.00%	+41	New
Atlas Capital Advisors LLC	42	$2.26K	0.00%	+14+50.0%	Added
Bradley & Co. Private Wealth Management, LLC	44	$2.37K	0.00%	+44	New
Iron Horse Wealth Management, LLC	45	$2.42K	0.00%	+15+50.0%	Added
Jackson, Grant Investment Advisers, Inc.	46	$2.48K	0.00%	−63−57.8%	Reduced
Eagle Bay Advisors LLC	46	$2.48K	0.00%	−50−52.1%	Reduced
Conquis Financial LLC	52	$2.80K	0.00%	+52	New
AlphaMark Advisors, LLC	50	$3.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	57	$3.00K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	56	$3.02K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	59	$3.18K	0.00%	+24+68.6%	Added
Legend Financial Advisors, Inc.	63	$3.39K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	67	$3.61K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	69	$3.72K	0.00%	+67+3,350.0%	Added
True Wealth Design, LLC	70	$3.76K	0.00%	−1,001−93.5%	Reduced
Arlington Trust Co LLC	70	$3.77K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	71	$3.82K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	86	$4.63K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	88	$4.74K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	87	$4.84K	0.00%	+87	New
Kozak & Associates, Inc.	90	$4.91K	0.00%	+1+1.1%	Added
SJS Investment Consulting Inc.	98	$5.28K	0.00%	+65+197.0%	Added
Investment Management Corp	100	$5.38K	0.00%	+100	New
Mascoma Wealth Management LLC	100	$5.39K	0.00%	00.0%	Unchanged
Richards, Merrill & Peterson, Inc.	100	$5.39K	0.00%	+100	New
Stephens Consulting, LLC	107	$5.76K	0.00%	+14+15.1%	Added
CarsonAllaria Wealth Management, Ltd.	113	$6.11K	0.00%	−89−44.1%	Reduced
Prestige Wealth Management Group LLC	114	$6.14K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	127	$6.84K	0.01%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	136	$7.33K	0.01%	+136	New
Highline Wealth Partners LLC	142	$7.63K	0.00%	+11+8.4%	Added
Newton One Investments LLC	145	$7.79K	0.00%	+145	New
Anfield Capital Management, LLC	147	$7.92K	0.00%	00.0%	Unchanged
Core Alternative Capital	149	$8.03K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	150	$8.08K	0.00%	00.0%	Unchanged
Trust Co	150	$8.08K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	153	$8.24K	0.00%	−8,275−98.2%	Reduced
Nemes Rush Group LLC	154	$8.29K	0.00%	00.0%	Unchanged
Kennebec Savings Bank	160	$8.55K	0.01%	−225−58.4%	Reduced
Security National Bank	159	$8.56K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	162	$8.73K	0.00%	00.0%	Unchanged
Ramirez Asset Management, Inc.	166	$8.94K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	185	$9.96K	0.00%	+7+3.9%	Added
HBC Financial Services, PLLC	200	$10.0K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	185	$10.1K	0.00%	+33+21.7%	Added
FSA Wealth Management LLC	187	$10.1K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	197	$10.6K	0.00%	−16−7.5%	Reduced
BOK Financial Private Wealth, Inc.	200	$10.8K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	200	$10.8K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	200	$10.8K	0.01%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	200	$10.8K	0.01%	00.0%	Unchanged
Avion Wealth	213	$11.0K	0.00%	−3−1.4%	Reduced
Bollard Group LLC	198	$11.0K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	210	$11.3K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	211	$11.3K	0.00%	−153−42.0%	Reduced
Dunhill Financial, LLC	213	$11.5K	0.01%	−355−62.5%	Reduced
Winch Advisory Services, LLC	215	$11.6K	0.00%	+2+0.9%	Added
Perritt Capital Management Inc	215	$11.6K	0.01%	+2+0.9%	Added
Householder Group Estate & Retirement Specialist, LLC	232	$12.0K	0.01%	−429−64.9%	Reduced
McIlrath & Eck, LLC	230	$12.4K	0.00%	00.0%	Unchanged
Pingora Partners LLC	235	$12.7K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	233	$13.0K	0.00%	+18+8.4%	Added
Vermillion & White Wealth Management Group, LLC	243	$13.1K	0.01%	00.0%	Unchanged
Legacy Bridge, LLC	245	$13.2K	0.01%	00.0%	Unchanged
GHP Investment Advisors, Inc.	251	$13.5K	0.00%	−3−1.2%	Reduced
Pineridge Advisors LLC	251	$13.5K	0.01%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	260	$14.0K	0.01%	00.0%	Unchanged
S&T Bank	262	$14.1K	0.00%	+262	New
Hurley Capital, LLC	263	$14.7K	0.01%	+263	New
Abound Wealth Management	276	$14.9K	0.00%	+4+1.5%	Added
Miller Wealth Advisors, LLC	280	$15.1K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	282	$15.2K	0.00%	−68−19.4%	Reduced
Bare Financial Services, Inc	282	$15.2K	0.01%	00.0%	Unchanged
Golden State Wealth Management, LLC	282	$15.2K	0.00%	+282	New
Quest 10 Wealth Builders, Inc.	289	$15.6K	0.02%	+289	New
South Plains Financial, Inc.	295	$15.9K	0.01%	+295	New