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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 1,087 | $58.5K | 0.02% | −249−18.6% | Reduced |
| Bank of Jackson Hole Trust | 1,092 | $58.8K | 0.04% | +1,092 | New |
| SOA Wealth Advisors, LLC. | 1,099 | $59.2K | 0.01% | +10+0.9% | Added |
| Bank & Trust Co | 1,101 | $59.3K | 0.05% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,108 | $59.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,127 | $60.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,140 | $61.4K | 0.01% | +42+3.8% | Added |
| Millstone Evans Group, LLC | 1,142 | $61.5K | 0.04% | +1,142 | New |
| SIMA Wealth Partners, LLC | 1,154 | $62.1K | 0.05% | +165+16.7% | Added |
| Addison Advisors LLC | 1,179 | $63.5K | 0.02% | −31−2.6% | Reduced |
| Parvin Asset Management, LLC | 1,200 | $64.6K | 0.07% | +1,200 | New |
| CKW Financial Group | 1,200 | $65.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,232 | $66.4K | 0.05% | +117+10.5% | Added |
| Grove Bank & Trust | 1,258 | $67.8K | 0.01% | +48+4.0% | Added |
| Logan Capital Management Inc | 1,261 | $67.9K | 0.00% | +11+0.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,263 | $68.0K | 0.07% | +1,263 | New |
| New Age Alpha Advisors, LLC | 1,265 | $68.1K | 0.00% | +1,265 | New |
| Coastline Trust Co | 1,272 | $68.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,287 | $69.3K | 0.03% | +563+77.8% | Added |
| Princeton Global Asset Management LLC | 1,325 | $71.4K | 0.01% | +16+1.2% | Added |
| Eisler Capital Management Ltd. | 1,355 | $73.7K | 0.00% | +1,355 | New |
| FWL Investment Management, LLC | 1,390 | $74.9K | 0.03% | −750−35.0% | Reduced |
| Valley National Advisers Inc | 1,401 | $75.0K | 0.01% | −200−12.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,430 | $77.0K | 0.01% | +7+0.5% | Added |
| WealthTrak Capital Management LLC | 1,488 | $80.1K | 0.07% | +1,488 | New |
| Brown, Lisle/Cummings, Inc. | 1,490 | $80.3K | 0.02% | −2,276−60.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,500 | $80.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,504 | $81.0K | 0.05% | +217+16.9% | Added |
| Piscataqua Savings Bank | 1,517 | $81.7K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,525 | $83.0K | 0.04% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1,574 | $84.7K | 0.08% | +1,574 | New |
| Silvant Capital Management LLC | 1,591 | $85.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,608 | $86.6K | 0.01% | −245−13.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,612 | $86.8K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1,634 | $88.0K | 0.05% | +1,634 | New |
| Carolinas Wealth Consulting LLC | 1,655 | $89.1K | 0.02% | −364−18.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,676 | $90.3K | 0.00% | −160−8.7% | Reduced |
| Sawyer & Company, Inc | 1,704 | $92.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,710 | $92.1K | 0.00% | −2,310,871−99.9% | Reduced |
| Venturi Wealth Management, LLC | 1,742 | $93.8K | 0.00% | +641+58.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,753 | $94.5K | 0.02% | +1,284+273.8% | Added |
| Financial Gravity Companies, Inc. | 1,757 | $94.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,806 | $97.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,827 | $98.4K | 0.05% | −23−1.2% | Reduced |
| Asset Planning,Inc | 1,839 | $99.0K | 0.08% | +1,839 | New |
| Tradewinds Capital Management, LLC | 1,853 | $99.8K | 0.03% | +23+1.3% | Added |
| Union Savings Bank | 1,945 | $104.8K | 0.05% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,990 | $107.0K | 0.06% | +18+0.9% | Added |
| Sachetta, LLC | 1,993 | $107.3K | 0.04% | −52−2.5% | Reduced |
| Ransom Advisory, Ltd | 2,000 | $107.7K | 0.05% | −400−16.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,000 | $107.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,003 | $107.9K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,030 | $109.3K | 0.08% | +2,030 | New |
| Duncker Streett & Co Inc | 2,135 | $115.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,196 | $117.0K | 0.00% | +2,127+3,082.6% | Added |
| Independence Bank of Kentucky | 2,176 | $117.2K | 0.02% | −570−20.8% | Reduced |
| Aventura Private Wealth, LLC | 2,231 | $120.2K | 0.06% | +2,231 | New |
| Bray Capital Advisors | 2,277 | $122.7K | 0.03% | +2+0.1% | Added |
| First Financial Corp | 2,300 | $123.9K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2,378 | $128.1K | 0.01% | +2,378 | New |
| Burkett Financial Services, LLC | 2,383 | $128.3K | 0.05% | +29+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $130.8K | 0.01% | −800−24.8% | Reduced |
| Centerpoint Advisors, LLC | 2,430 | $131.0K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 2,448 | $131.8K | 0.04% | −82−3.2% | Reduced |
| Crews Bank & Trust | 2,469 | $133.0K | 0.02% | +2,469 | New |
| First Eagle Investment Management, LLC | 2,497 | $134.5K | 0.00% | +2,497 | New |
| S.A. Mason LLC | 2,498 | $134.5K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,548 | $137.2K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,650 | $142.7K | 0.05% | −88−3.2% | Reduced |
| Cromwell Holdings LLC | 2,666 | $143.6K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,726 | $146.8K | 0.03% | +53+2.0% | Added |
| Walleye Capital LLC | 2,770 | $149.2K | 0.00% | −12,549−81.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,773 | $149.4K | 0.04% | −2−0.1% | Reduced |
| Delta Asset Management LLC | 2,790 | $150.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,802 | $150.9K | 0.01% | −175−5.9% | Reduced |
| Richardson Financial Services Inc. | 2,855 | $153.8K | 0.11% | −265−8.5% | Reduced |
| Washington Trust Co | 2,861 | $154.1K | 0.01% | +299+11.7% | Added |
| MidAtlantic Capital Management, Inc. | 2,863 | $154.2K | 0.11% | −1,332−31.8% | Reduced |
| Motco | 2,869 | $154.5K | 0.02% | −12−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 2,923 | $157.4K | 0.02% | +30+1.0% | Added |
| CVA Family Office, LLC | 2,929 | $157.8K | 0.02% | +80+2.8% | Added |
| Sound Income Strategies, LLC | 2,939 | $158.3K | 0.01% | +84+2.9% | Added |
| Mechanics Financial Corp | 3,000 | $161.6K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,002 | $161.7K | 0.01% | +2,577+606.4% | Added |
| Quent Capital, LLC | 3,110 | $167.5K | 0.02% | −32−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,124 | $168.3K | 0.05% | −58−1.8% | Reduced |
| Parkside Financial Bank & Trust | 3,237 | $174.3K | 0.02% | +993+44.3% | Added |
| Optiver Holding B.V. | 3,253 | $175.2K | 0.01% | +819+33.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,264 | $175.8K | 0.00% | −2,722−45.5% | Reduced |
| Front Row Advisors LLC | 3,266 | $175.9K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,266 | $175.9K | 0.01% | +3,266 | New |
| Truvestments Capital LLC | 3,271 | $176.2K | 0.05% | +111+3.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,165 | $176.4K | 0.00% | −10−0.3% | Reduced |
| William B. Walkup & Associates, Inc. | 3,408 | $183.6K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,463 | $186.0K | 0.09% | −564−14.0% | Reduced |
| Viking Fund Management LLC | 3,500 | $188.5K | 0.03% | +2,800+400.0% | Added |
| Kestra Investment Management, LLC | 3,545 | $190.9K | 0.01% | −530−13.0% | Reduced |
| Optimum Investment Advisors | 3,700 | $199.3K | 0.09% | +3,137+557.2% | Added |
| Wealth Alliance | 3,721 | $200.4K | 0.02% | −6,761−64.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,725 | $200.6K | 0.02% | 00.0% | Unchanged |