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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 300 | $16.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 310 | $16.7K | 0.01% | −1,265−80.3% | Reduced |
| Bangor Savings Bank | 310 | $16.7K | 0.00% | −53−14.6% | Reduced |
| Sierra Ocean, LLC | 314 | $16.9K | 0.01% | +314 | New |
| Gables Capital Management Inc. | 320 | $17.2K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 294 | $17.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 326 | $17.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 328 | $17.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 327 | $18.0K | 0.00% | −369−53.0% | Reduced |
| CGC Financial Services, LLC | 339 | $18.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 340 | $18.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 344 | $18.5K | 0.00% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 352 | $19.0K | 0.00% | +32+10.0% | Added |
| Sit Investment Associates Inc | 349 | $19.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 355 | $19.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 358 | $19.3K | 0.01% | −22−5.8% | Reduced |
| Roxbury Financial LLC | 329 | $19.4K | 0.02% | +329 | New |
| Flagship Wealth Advisors, LLC | 360 | $19.4K | 0.01% | +360 | New |
| Wolff Wiese Magana LLC | 373 | $20.1K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 400 | $21.5K | 0.02% | +400 | New |
| Synergy Financial Management, LLC | 373 | $21.6K | 0.00% | +373 | New |
| MCF Advisors LLC | 401 | $21.6K | 0.00% | −7−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 462 | $24.9K | 0.00% | +378+450.0% | Added |
| Cape Investment Advisory, Inc. | 471 | $25.4K | 0.01% | +300+175.4% | Added |
| BankPlus Trust Department | 475 | $25.6K | 0.01% | +475 | New |
| Monetary Management Group Inc | 479 | $25.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 482 | $26.0K | 0.00% | +100+26.2% | Added |
| Van Hulzen Asset Management, LLC | 485 | $26.1K | 0.00% | +485 | New |
| Hussman Strategic Advisors, Inc. | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $26.9K | 0.01% | +500 | New |
| Fairway Wealth LLC | 500 | $26.9K | 0.01% | +500 | New |
| Birchbrook, Inc. | 500 | $26.9K | 0.02% | +500 | New |
| Riverview Trust Co | 501 | $27.0K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 501 | $27.0K | 0.02% | +501 | New |
| Roble, Belko & Company, Inc | 500 | $27.0K | 0.00% | +500 | New |
| Zions Bancorporation, N.A. | 507 | $27.3K | 0.00% | −44,976−98.9% | Reduced |
| Semmax Financial Advisors Inc. | 489 | $27.7K | 0.01% | +38+8.4% | Added |
| CBIZ Investment Advisory Services, LLC | 519 | $28.0K | 0.00% | +260+100.4% | Added |
| Hemington Wealth Management | 536 | $28.0K | 0.01% | +29+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 520 | $28.0K | 0.02% | −177,126−99.7% | Reduced |
| Criterion Capital Advisors, LLC | 579 | $28.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 538 | $29.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 550 | $29.0K | 0.03% | +550 | New |
| Morse Asset Management, Inc | 554 | $29.8K | 0.01% | −12,150−95.6% | Reduced |
| Johnson Financial Group, Inc. | 537 | $29.9K | 0.00% | −3,878−87.8% | Reduced |
| Boyd Watterson Asset Management LLC | 557 | $30.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $30.0K | 0.02% | – | – |
| Frazier Financial Advisors, LLC | 563 | $30.3K | 0.02% | +2+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 585 | $31.5K | 0.01% | −47−7.4% | Reduced |
| Atticus Wealth Management, LLC | 593 | $31.9K | 0.01% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 600 | $32.3K | 0.02% | +600 | New |
| Gen-Wealth Partners Inc | 601 | $32.4K | 0.01% | −479−44.4% | Reduced |
| Old Second National Bank of Aurora | 604 | $32.5K | 0.01% | +17+2.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 628 | $33.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 634 | $34.1K | 0.02% | +8+1.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 639 | $34.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 640 | $34.5K | 0.02% | −12,294−95.1% | Reduced |
| Center for Financial Planning, Inc. | 641 | $34.5K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 642 | $34.6K | 0.02% | −145−18.4% | Reduced |
| Larson Financial Group LLC | 656 | $35.3K | 0.00% | +48+7.9% | Added |
| Capital Advisors, Ltd. LLC | 670 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 675 | $36.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 693 | $37.3K | 0.03% | +693 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 705 | $38.0K | 0.00% | −8−1.1% | Reduced |
| Kimelman & Baird, LLC | 730 | $39.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 731 | $39.4K | 0.02% | −10,312−93.4% | Reduced |
| Hoey Investments, Inc | 750 | $40.4K | 0.01% | +750 | New |
| Park Place Capital Corp | 751 | $40.5K | 0.01% | −3,034−80.2% | Reduced |
| Albion Financial Group | 758 | $40.8K | 0.00% | +558+279.0% | Added |
| McClarren Financial Advisors, Inc. | 768 | $41.0K | 0.12% | +711+1,247.4% | Added |
| CoreFirst Bank & Trust | 776 | $41.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 780 | $42.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 781 | $42.1K | 0.00% | −629−44.6% | Reduced |
| Briaud Financial Planning, Inc | 819 | $44.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 825 | $44.4K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 841 | $45.3K | 0.02% | −47,335−98.3% | Reduced |
| Community Bank, N.A. | 857 | $46.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $46.9K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 900 | $48.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $48.0K | 0.02% | +900 | New |
| Slocum, Gordon & Co LLP | 895 | $48.2K | 0.04% | −39,937−97.8% | Reduced |
| Fourth Dimension Wealth, LLC | 896 | $48.3K | 0.03% | +896 | New |
| MeadowBrook Investment Advisors LLC | 900 | $48.5K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $48.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 916 | $49.3K | 0.00% | +862+1,596.3% | Added |
| SWAN Capital LLC | 922 | $49.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 931 | $50.0K | 0.00% | +26+2.9% | Added |
| Gleason Group, Inc. | 937 | $50.5K | 0.01% | +11+1.2% | Added |
| Byrne Asset Management LLC | 950 | $51.2K | 0.04% | −150−13.6% | Reduced |
| Webster Bank, N. A. | 979 | $52.7K | 0.01% | −36−3.5% | Reduced |
| Atwood & Palmer Inc | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $53.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,113 | $54.6K | 0.02% | −26−2.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,031 | $55.5K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,036 | $55.8K | 0.01% | −50−4.6% | Reduced |
| Financial Management Professionals, Inc. | 1,039 | $56.0K | 0.01% | −24−2.3% | Reduced |
| Beacon Capital Management, LLC | 1,045 | $56.3K | 0.01% | +12+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,064 | $57.3K | 0.01% | −48−4.3% | Reduced |