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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 4,855 | $261.0K | 0.02% | +39+0.8% | Added |
| Evergreen Capital Management LLC | 4,857 | $261.6K | 0.01% | −95−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,875 | $262.6K | 0.02% | +337+7.4% | Added |
| Interchange Capital Partners, LLC | 4,881 | $262.9K | 0.10% | −173−3.4% | Reduced |
| Callan Family Office, LLC | 4,882 | $262.9K | 0.02% | +4,882 | New |
| Mather Group, LLC. | 4,891 | $263.4K | 0.00% | +579+13.4% | Added |
| Flynn Zito Capital Management, LLC | 4,900 | $263.9K | 0.12% | +104+2.2% | Added |
| Jane Street Group, LLC | 4,907 | $264.3K | 0.00% | −91,671−94.9% | Reduced |
| Herold Advisors, Inc. | 4,913 | $264.6K | 0.06% | +153+3.2% | Added |
| Arkadios Wealth Advisors | 4,930 | $265.5K | 0.01% | +569+13.0% | Added |
| Northwest Financial Advisors | 4,949 | $266.6K | 0.22% | +4+0.1% | Added |
| Citizens National Bank Trust Department | 4,973 | $267.8K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,982 | $268.3K | 0.11% | −974−16.4% | Reduced |
| Chesapeake Wealth Management | 4,989 | $268.8K | 0.09% | −509−9.3% | Reduced |
| Longview Financial Advisors, Inc. | 5,006 | $269.6K | 0.21% | +10+0.2% | Added |
| Crowley Wealth Management, Inc. | 5,010 | $269.8K | 0.24% | +5,010 | New |
| LifeWealth Investments, LLC | 5,021 | $270.4K | 0.18% | +5,021 | New |
| Summit Asset Management, LLC | 5,044 | $271.7K | 0.05% | −386−7.1% | Reduced |
| Whittier Trust Co | 5,047 | $271.8K | 0.00% | −2,804−35.7% | Reduced |
| HF Advisory Group, LLC | 5,064 | $272.8K | 0.13% | −260−4.9% | Reduced |
| Rehmann Capital Advisory Group | 5,070 | $273.1K | 0.02% | −688−11.9% | Reduced |
| R Squared Ltd | 5,100 | $274.7K | 0.27% | +5,100 | New |
| Manske Wealth Management | 5,117 | $275.6K | 0.11% | +5,117 | New |
| Ostrum Asset Management | 5,127 | $276.1K | 0.02% | −212−4.0% | Reduced |
| CX Institutional | 5,142 | $277.0K | 0.01% | +372+7.8% | Added |
| Bullock Wealth Management Group | 5,157 | $277.7K | 0.16% | +31+0.6% | Added |
| Violich Capital Management, Inc. | 5,155 | $278.0K | 0.04% | −700−12.0% | Reduced |
| Colonial Trust Advisors | 5,164 | $278.1K | 0.02% | −365−6.6% | Reduced |
| Alpha Cubed Investments, LLC | 5,189 | $279.5K | 0.01% | +20.0% | Added |
| Allegheny Financial Group LTD | 5,212 | $280.7K | 0.07% | +5,212 | New |
| Fiduciary Alliance LLC | 5,230 | $281.7K | 0.03% | +5,230 | New |
| Berger Financial Group, Inc | 5,244 | $282.4K | 0.02% | +139+2.7% | Added |
| Compass Ion Advisors, LLC | 5,263 | $283.4K | 0.03% | +10+0.2% | Added |
| Facet Wealth, Inc. | 5,207 | $284.5K | 0.01% | −722−12.2% | Reduced |
| Blue Fin Capital, Inc. | 5,317 | $286.4K | 0.05% | −1,308−19.7% | Reduced |
| First Command Advisory Services, Inc. | 5,330 | $287.1K | 0.00% | +375+7.6% | Added |
| Nabity-Jensen Investment Management Inc | 5,336 | $287.4K | 0.22% | 00.0% | Unchanged |
| Camden National Bank | 5,339 | $287.6K | 0.04% | −49−0.9% | Reduced |
| Thompson Davis & Co., Inc. | 5,346 | $288.0K | 0.19% | −660−11.0% | Reduced |
| SFMG, LLC | 5,348 | $288.1K | 0.02% | −57−1.1% | Reduced |
| SBI Securities Co., Ltd. | 5,421 | $292.0K | 0.01% | +5,421 | New |
| Groesbeck Investment Management Corp | 5,439 | $293.0K | 0.38% | +5,439 | New |
| Campion Asset Management LLC | 5,441 | $293.1K | 0.22% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,448 | $293.4K | 0.01% | −2,606−32.4% | Reduced |
| Sherbrooke Park Advisers LLC | 5,467 | $294.5K | 0.09% | +916+20.1% | Added |
| IFG Advisory, LLC | 5,477 | $295.0K | 0.02% | +5,477 | New |
| Aaron Wealth Advisors | 5,479 | $295.1K | 0.03% | +1,440+35.7% | Added |
| Fort Washington Investment Advisors Inc | 5,493 | $295.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,544 | $298.6K | 0.01% | −16−0.3% | Reduced |
| Northstar Advisory Group, LLC | 5,557 | $299.3K | 0.15% | −32−0.6% | Reduced |
| Cobblestone Asset Management LLC | 5,572 | $300.1K | 0.20% | +8+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 5,600 | $301.6K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,600 | $301.6K | 0.11% | +5,500+5,500.0% | Added |
| Old Port Advisors | 5,603 | $301.8K | 0.09% | −129−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 5,610 | $302.1K | 0.01% | −12,036−68.2% | Reduced |
| Farther Finance Advisors, LLC | 5,627 | $303.0K | 0.01% | −368−6.1% | Reduced |
| Ci Investments Inc. | 5,637 | $304.0K | 0.00% | +1,052+22.9% | Added |
| Boston Private Wealth LLC | 5,683 | $306.1K | 0.01% | +5,683 | New |
| Simplicity Wealth,LLC | 5,685 | $306.2K | 0.06% | +1,712+43.1% | Added |
| Aspiriant, LLC | 5,743 | $309.3K | 0.01% | −6−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $310.4K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,689 | $310.6K | 0.01% | −246−4.1% | Reduced |
| Lantern Wealth Advisors, LLC | 5,774 | $311.0K | 0.20% | +164+2.9% | Added |
| Walker Asset Management, LLC | 5,811 | $313.0K | 0.19% | +889+18.1% | Added |
| Luts & Greenleigh Group, Inc | 5,815 | $313.2K | 0.31% | +39+0.7% | Added |
| Intrust Bank NA | 5,827 | $313.8K | 0.03% | −4,093−41.3% | Reduced |
| OLIO Financial Planning | 5,828 | $313.9K | 0.11% | +152+2.7% | Added |
| LCNB Corp | 5,828 | $313.9K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,829 | $313.9K | 0.01% | −108−1.8% | Reduced |
| Northwest Bancshares, Inc. | 5,829 | $313.9K | 0.06% | −41−0.7% | Reduced |
| Clarius Group, LLC | 5,848 | $315.0K | 0.02% | −134−2.2% | Reduced |
| Wealth Quarterback LLC | 5,861 | $315.7K | 0.15% | +1,967+50.5% | Added |
| Lake Street Advisors Group, LLC | 5,865 | $315.9K | 0.01% | +404+7.4% | Added |
| Smithfield Trust Co | 5,900 | $317.0K | 0.02% | 00.0% | Unchanged |
| IFC Advisors LLC | 5,901 | $317.8K | 0.07% | +5,901 | New |
| Edgestream Partners, L.P. | 5,920 | $318.9K | 0.01% | −35,951−85.9% | Reduced |
| Sheets Smith Wealth Management | 5,954 | $320.7K | 0.04% | −260−4.2% | Reduced |
| Trust Point Inc. | 5,973 | $321.7K | 0.02% | −565−8.6% | Reduced |
| Brown Miller Wealth Management, LLC | 5,973 | $321.7K | 0.12% | +13+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $321.8K | 0.05% | −1,247−17.3% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $323.2K | 0.26% | 00.0% | Unchanged |
| Fruth Investment Management | 6,025 | $324.0K | 0.09% | −250−4.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,039 | $325.3K | 0.02% | +1,453+31.7% | Added |
| Centre Asset Management, LLC | 6,053 | $326.0K | 0.07% | +432+7.7% | Added |
| XTX Topco Ltd | 6,070 | $326.9K | 0.03% | −18,358−75.2% | Reduced |
| Blueprint Investment Partners LLC | 6,092 | $328.1K | 0.05% | +6,092 | New |
| Private Client Services, LLC | 6,094 | $328.2K | 0.18% | −40−0.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,106 | $328.9K | 0.15% | −290−4.5% | Reduced |
| Wedmont Private Capital | 6,207 | $331.4K | 0.02% | +461+8.0% | Added |
| MWA Asset Management | 6,155 | $331.5K | 0.22% | +6,155 | New |
| First United Bank Trust | 6,198 | $333.8K | 0.12% | −979−13.6% | Reduced |
| Salem Investment Counselors Inc | 6,222 | $335.1K | 0.01% | +500+8.7% | Added |
| Capital Management Corp | 6,236 | $335.9K | 0.06% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,252 | $336.7K | 0.09% | +398+6.8% | Added |
| Farmers Trust Co | 6,293 | $338.9K | 0.06% | −75−1.2% | Reduced |
| ZWJ Investment Counsel Inc | 6,300 | $339.3K | 0.01% | +1,012+19.1% | Added |
| Perigon Wealth Management, LLC | 6,176 | $340.1K | 0.01% | +2,296+59.2% | Added |
| Hantz Financial Services, Inc. | 6,360 | $343.0K | 0.01% | −2,412−27.5% | Reduced |
| Adirondack Trust Co | 6,391 | $344.2K | 0.13% | −526−7.6% | Reduced |
| BLB&B Advisors, LLC | 6,393 | $344.3K | 0.02% | −830−11.5% | Reduced |