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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 3,747 | $201.8K | 0.06% | −647−14.7% | Reduced |
| Titleist Asset Management, LLC | 3,752 | $202.1K | 0.02% | −1,275−25.4% | Reduced |
| First City Capital Management, Inc. | 3,752 | $202.1K | 0.11% | 00.0% | Unchanged |
| Eagle Strategies LLC | 3,759 | $202.5K | 0.04% | +212+6.0% | Added |
| Evercore Wealth Management, LLC | 3,762 | $202.6K | 0.00% | −1,401−27.1% | Reduced |
| GTS Securities LLC | 3,768 | $202.9K | 0.01% | −29,161−88.6% | Reduced |
| Probity Advisors, Inc. | 3,774 | $203.3K | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,781 | $203.6K | 0.00% | −1,182−23.8% | Reduced |
| Stiles Financial Services Inc | 3,816 | $205.6K | 0.07% | −60−1.5% | Reduced |
| North Star Investment Management Corp. | 3,837 | $206.7K | 0.01% | −36−0.9% | Reduced |
| Boston Family Office LLC | 3,850 | $207.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,858 | $207.8K | 0.01% | −689−15.2% | Reduced |
| Choate Investment Advisors | 3,880 | $209.0K | 0.01% | +198+5.4% | Added |
| Continuum Advisory, LLC | 3,888 | $209.4K | 0.03% | −400−9.3% | Reduced |
| Hall Laurie J Trustee | 3,925 | $212.0K | 0.07% | −500−11.3% | Reduced |
| Archetype Wealth Partners | 3,934 | $212.0K | 0.03% | +3,934 | New |
| Searle & Co. | 3,937 | $212.0K | 0.06% | +3,937 | New |
| Ballast, Inc. | 3,938 | $212.1K | 0.06% | −65−1.6% | Reduced |
| Hollow Brook Wealth Management LLC | 3,950 | $212.7K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,963 | $213.5K | 0.04% | +3+0.1% | Added |
| Forum Financial Management, LP | 3,964 | $213.5K | 0.00% | +119+3.1% | Added |
| Welch & Forbes LLC | 3,970 | $213.8K | 0.00% | 00.0% | Unchanged |
| Rockport Wealth LLC | 3,978 | $214.3K | 0.10% | +3,978 | New |
| Sapient Capital LLC | 3,982 | $214.5K | 0.00% | +144+3.8% | Added |
| Chicago Capital, LLC | 3,999 | $215.4K | 0.01% | +240+6.4% | Added |
| Tranquility Partners, LLC | 4,024 | $216.7K | 0.08% | −2,262−36.0% | Reduced |
| Legacy Advisors, LLC | 4,050 | $218.1K | 0.02% | +480+13.4% | Added |
| Glass Jacobson Investment Advisors llc | 4,056 | $218.5K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,057 | $218.5K | 0.00% | −1,077−21.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 4,060 | $218.6K | 0.14% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,100 | $220.8K | 0.03% | −5,900−59.0% | Reduced |
| Massmutual Trust Co FSB | 4,100 | $220.8K | 0.01% | +258+6.7% | Added |
| Sterling Investment Counsel, LLC | 4,101 | $220.9K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,130 | $222.4K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,155 | $223.8K | 0.01% | −56−1.3% | Reduced |
| Cahaba Wealth Management, Inc. | 4,175 | $224.9K | 0.02% | +46+1.1% | Added |
| Provenance Wealth Advisors, LLC | 4,176 | $224.9K | 0.03% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,185 | $225.4K | 0.07% | −75−1.8% | Reduced |
| Howard Bailey Securities, LLC | 4,187 | $225.5K | 0.08% | −10−0.2% | Reduced |
| David Loasby | 4,228 | $225.7K | 0.02% | +4,228 | New |
| Pure Financial Advisors, Inc. | 4,197 | $226.1K | 0.01% | +4,197 | New |
| Alliance Wealth Advisors, LLC | 4,198 | $226.1K | 0.13% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,210 | $226.8K | 0.04% | −1,015−19.4% | Reduced |
| Old North State Trust, LLC | 4,206 | $227.0K | 0.14% | +125+3.1% | Added |
| Novak & Powell Financial Services, Inc. | 4,220 | $227.3K | 0.14% | +33+0.8% | Added |
| Heritage Wealth Management, Inc. | 4,235 | $228.1K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,243 | $228.5K | 0.02% | −120−2.8% | Reduced |
| Greatmark Investment Partners, Inc. | 4,250 | $228.9K | 0.03% | −100−2.3% | Reduced |
| Simon Quick Advisors, LLC | 4,250 | $228.9K | 0.01% | +184+4.5% | Added |
| NorthStar Asset Management LLC | 4,252 | $229.0K | 0.15% | −181−4.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,245 | $229.0K | 0.16% | +125+3.0% | Added |
| Park National Corp | 4,253 | $229.1K | 0.01% | −1,910−31.0% | Reduced |
| Adviser Investments LLC | 4,256 | $229.2K | 0.00% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 4,283 | $230.7K | 0.20% | +4,283 | New |
| CJM Wealth Advisers, Ltd. | 4,294 | $231.3K | 0.08% | −410−8.7% | Reduced |
| David J Yvars Group | 4,295 | $231.4K | 0.14% | +452+11.8% | Added |
| Fulton Breakefield Broenniman LLC | 4,297 | $231.5K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $231.6K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 4,299 | $232.0K | 0.03% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 4,315 | $232.4K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,316 | $232.4K | 0.12% | +237+5.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,367 | $235.2K | 0.02% | −552−11.2% | Reduced |
| Tompkins Financial Corp | 4,370 | $235.4K | 0.02% | +560+14.7% | Added |
| Harmony Asset Management LLC | 4,379 | $235.9K | 0.09% | +4,379 | New |
| Chapin Davis, Inc. | 4,092 | $236.5K | 0.08% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,396 | $236.8K | 0.01% | +637+16.9% | Added |
| ICONIQ Capital, LLC | 4,424 | $238.3K | 0.00% | +4,424 | New |
| Aspect Partners, LLC | 4,441 | $239.2K | 0.14% | +3+0.1% | Added |
| Dudley Capital Management, LLC | 4,461 | $240.3K | 0.12% | +100+2.3% | Added |
| Ifrah Financial Services, Inc. | 4,467 | $240.6K | 0.07% | −235−5.0% | Reduced |
| Verdence Capital Advisors LLC | 4,480 | $241.3K | 0.02% | −8,470−65.4% | Reduced |
| Lion Street Advisors, LLC | 4,489 | $241.7K | 0.08% | −191−4.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,491 | $242.3K | 0.01% | −113−2.5% | Reduced |
| GeoWealth Management, LLC | 4,502 | $242.5K | 0.01% | +1,377+44.1% | Added |
| Avestar Capital, LLC | 4,503 | $242.5K | 0.02% | +628+16.2% | Added |
| Tower Bridge Advisors | 4,512 | $243.0K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,516 | $243.2K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,424 | $244.6K | 0.11% | −797−15.3% | Reduced |
| Flputnam Investment Management Co | 4,545 | $244.8K | 0.00% | −500−9.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,548 | $245.0K | 0.12% | +4,548 | New |
| Schmidt P J Investment Management Inc | 4,564 | $245.8K | 0.04% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 4,570 | $246.1K | 0.12% | +64+1.4% | Added |
| Citizens Financial Group Inc | 4,574 | $246.3K | 0.00% | −882−16.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $248.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4,609 | $248.2K | 0.12% | −1,191−20.5% | Reduced |
| Sage Mountain Advisors LLC | 4,630 | $249.4K | 0.02% | −31−0.7% | Reduced |
| Intrua Financial, LLC | 4,645 | $250.2K | 0.04% | −3,301−41.5% | Reduced |
| Blue Rock Wealth Management LLC | 4,629 | $250.6K | 0.26% | +4,629 | New |
| Shell Asset Management Co | 4,703 | $253.0K | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,708 | $253.6K | 0.18% | +38+0.8% | Added |
| Aviance Capital Partners, LLC | 4,711 | $253.7K | 0.04% | +4,711 | New |
| Essex Savings Bank | 4,716 | $254.0K | 0.06% | +11+0.2% | Added |
| Investment Partners Asset Management, Inc. | 4,729 | $254.7K | 0.20% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,770 | $256.9K | 0.13% | −414−8.0% | Reduced |
| Private Trust Co NA | 4,790 | $258.0K | 0.03% | −377−7.3% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $258.5K | 0.00% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,819 | $259.6K | 0.10% | −5,592−53.7% | Reduced |
| Shelton Capital Management | 4,828 | $260.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,838 | $260.6K | 0.04% | +66+1.4% | Added |
| Dividend Assets Capital, LLC | 4,842 | $260.8K | 0.05% | −484−9.1% | Reduced |