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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 6,396 | $344.6K | 0.04% | +1,241+24.1% | Added |
| Capital Analysts, LLC | 6,397 | $345.0K | 0.01% | +1,004+18.6% | Added |
| Campbell Deegan Wealth Management, LLC | 6,424 | $346.0K | 0.42% | +6,424 | New |
| Centurion Wealth Management LLC | 6,433 | $346.5K | 0.11% | −1,555−19.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,440 | $346.8K | 0.09% | +3,128+94.4% | Added |
| Diligent Investors, LLC | 6,455 | $347.7K | 0.08% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 6,497 | $349.9K | 0.08% | +2,373+57.5% | Added |
| Centiva Capital, LP | 6,503 | $350.3K | 0.01% | +3,988+158.6% | Added |
| Alpha Family Trust | 6,540 | $352.2K | 0.20% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 6,572 | $354.0K | 0.35% | +145+2.3% | Added |
| Hudock, Inc. | 6,598 | $355.4K | 0.06% | +271+4.3% | Added |
| Montag A & Associates Inc | 6,611 | $356.1K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,613 | $356.2K | 0.06% | −96−1.4% | Reduced |
| St Germain D J Co Inc | 6,622 | $356.7K | 0.02% | −305−4.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,625 | $356.8K | 0.07% | −8,856−57.2% | Reduced |
| Jarislowsky, Fraser Ltd | 6,651 | $358.2K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,678 | $359.7K | 0.01% | −10,590−61.3% | Reduced |
| FourThought Financial Partners, LLC | 6,711 | $361.5K | 0.04% | +6,711 | New |
| Wolverine Trading, LLC | 6,717 | $361.8K | 0.01% | +6,717 | New |
| United Bank | 6,728 | $362.4K | 0.04% | −4,626−40.7% | Reduced |
| Delta Financial Group, Inc. | 6,795 | $366.0K | 0.09% | −64−0.9% | Reduced |
| Smith Group Asset Management, LLC | 6,800 | $366.2K | 0.03% | +6,800 | New |
| Fragasso Group Inc. | 6,839 | $368.4K | 0.03% | −397−5.5% | Reduced |
| Howard Capital Management Inc. | 6,922 | $372.8K | 0.01% | +1,007+17.0% | Added |
| Romano Brothers and Company | 6,932 | $373.4K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,939 | $373.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 6,945 | $374.1K | 0.03% | −250−3.5% | Reduced |
| Stokes Family Office, LLC | 6,982 | $376.1K | 0.04% | −704−9.2% | Reduced |
| Chiron Capital Management, LLC | 6,998 | $376.9K | 0.36% | −3,300−32.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,000 | $377.0K | 0.31% | +2,000+40.0% | Added |
| Terry L. Blaker | 7,014 | $377.8K | 0.01% | +575+8.9% | Added |
| Landscape Capital Management, L.L.C. | 7,042 | $379.3K | 0.04% | +7,042 | New |
| Sunbelt Securities, Inc. | 7,110 | $383.0K | 0.03% | +761+12.0% | Added |
| Koshinski Asset Management, Inc. | 7,134 | $384.2K | 0.03% | +263+3.8% | Added |
| Busey Wealth Management | 7,160 | $385.6K | 0.01% | +1,026+16.7% | Added |
| Marcum Wealth, LLC | 7,190 | $387.2K | 0.03% | −273−3.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,199 | $387.8K | 0.06% | +1,279+21.6% | Added |
| Crestwood Advisors Group LLC | 7,248 | $390.4K | 0.01% | −116−1.6% | Reduced |
| Pittenger & Anderson Inc | 7,250 | $390.5K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 7,279 | $392.0K | 0.02% | +457+6.7% | Added |
| Investors Research Corp | 7,282 | $392.2K | 0.09% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,290 | $392.6K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,079 | $393.5K | 0.04% | −394−5.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,327 | $394.6K | 0.03% | +1,930+35.8% | Added |
| ICW Investment Advisors LLC | 7,348 | $395.8K | 0.17% | −1,639−18.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,348 | $395.8K | 0.39% | +7,348 | New |
| Financial Network Wealth Management LLC | 7,417 | $399.0K | 0.14% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,413 | $399.3K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,417 | $399.5K | 0.07% | +2,493+50.6% | Added |
| Evermay Wealth Management LLC | 7,433 | $400.3K | 0.06% | +5,831+364.0% | Added |
| Apella Capital, LLC | 7,466 | $402.1K | 0.02% | −207−2.7% | Reduced |
| Sar Wealth Management Group, LLC | 7,490 | $403.4K | 0.27% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,545 | $406.4K | 0.14% | −383−4.8% | Reduced |
| Quadrant Capital Group LLC | 7,551 | $406.7K | 0.03% | −680−8.3% | Reduced |
| Quotient Wealth Partners, LLC | 7,572 | $407.8K | 0.01% | −98−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 7,574 | $407.9K | 0.01% | −295−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,610 | $409.9K | 0.25% | −200−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 7,619 | $410.4K | 0.03% | +60+0.8% | Added |
| Welch Group, LLC | 7,666 | $413.0K | 0.02% | −233−2.9% | Reduced |
| Trexquant Investment LP | 7,669 | $413.1K | 0.00% | −5,841−43.2% | Reduced |
| JBR Co Financial Management Inc | 7,675 | $413.4K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,691 | $414.2K | 0.08% | +709+10.2% | Added |
| Beech Hill Advisors, Inc. | 7,700 | $414.7K | 0.16% | −8−0.1% | Reduced |
| RVW Wealth, LLC | 7,725 | $416.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 7,745 | $417.1K | 0.11% | −1,317−14.5% | Reduced |
| Central Bank & Trust Co | 7,762 | $418.1K | 0.06% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 7,775 | $418.8K | 0.26% | +136+1.8% | Added |
| Ameritas Advisory Services, LLC | 7,820 | $421.2K | 0.01% | −32−0.4% | Reduced |
| Manchester Capital Management LLC | 7,829 | $421.7K | 0.05% | +4+0.1% | Added |
| Tocqueville Asset Management L.P. | 7,864 | $423.6K | 0.01% | −250−3.1% | Reduced |
| QRG Capital Management, Inc. | 7,884 | $424.6K | 0.00% | −105−1.3% | Reduced |
| LRI Investments, LLC | 7,887 | $424.8K | 0.04% | +774+10.9% | Added |
| Legacy Wealth Asset Management, LLC | 7,893 | $425.1K | 0.12% | +86+1.1% | Added |
| 1st Source Bank | 7,936 | $427.4K | 0.02% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 7,959 | $428.7K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,961 | $428.8K | 0.02% | +175+2.2% | Added |
| Vontobel Holding Ltd. | 7,969 | $429.2K | 0.00% | +1,235+18.3% | Added |
| Signature Estate & Investment Advisors LLC | 7,977 | $429.6K | 0.01% | +665+9.1% | Added |
| Cullen Capital Management LLC | 7,985 | $430.1K | 0.01% | −232−2.8% | Reduced |
| Graver Capital Management, LLC | 8,000 | $430.9K | 0.45% | +8,000 | New |
| Lawson Kroeker Investment Management Inc | 8,007 | $431.3K | 0.08% | +597+8.1% | Added |
| Birchcreek Wealth Management, LLC | 8,051 | $433.6K | 0.27% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,054 | $433.8K | 0.14% | −400−4.7% | Reduced |
| Flow Traders U.S. LLC | 8,051 | $434.0K | 0.02% | +8,051 | New |
| Allianz SE | 8,120 | $437.4K | 0.01% | +6,020+286.7% | Added |
| We Are One Seven, LLC | 8,128 | $437.8K | 0.02% | −550−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 8,132 | $438.0K | 0.05% | −105−1.3% | Reduced |
| Kidder Stephen W | 8,157 | $439.3K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,158 | $439.4K | 0.01% | −23,034−73.8% | Reduced |
| BKD Wealth Advisors, LLC | 8,160 | $439.5K | 0.01% | −1,460−15.2% | Reduced |
| Ameritas Investment Partners, Inc. | 8,185 | $440.8K | 0.01% | −313−3.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8,234 | $443.5K | 0.06% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8,240 | $443.8K | 0.09% | +8,240 | New |
| Fiduciary Group LLC | 8,285 | $446.2K | 0.04% | −441−5.1% | Reduced |
| Lindbrook Capital, LLC | 8,305 | $447.3K | 0.04% | +1,402+20.3% | Added |
| Colonial Trust Co | 8,323 | $448.3K | 0.07% | −3,740−31.0% | Reduced |
| Wetherby Asset Management Inc | 8,343 | $449.4K | 0.02% | −3,081−27.0% | Reduced |
| Hall Capital Management Co Inc | 8,361 | $450.3K | 0.21% | +8,361 | New |
| Richard W. Paul & Associates, LLC | 8,387 | $451.7K | 0.16% | +8,260+6,503.9% | Added |
| Alan B. Lancz & Associates, Inc. | 8,392 | $452.0K | 0.46% | −150−1.8% | Reduced |