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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 8,392 | $452.0K | 0.04% | +1,002+13.6% | Added |
| Headinvest, LLC | 8,407 | $452.8K | 0.09% | −517−5.8% | Reduced |
| Premier Path Wealth Partners, LLC | 8,432 | $454.1K | 0.07% | −40−0.5% | Reduced |
| Ontario Teachers Pension Plan Board | 8,461 | $455.7K | 0.01% | −39,085−82.2% | Reduced |
| Edge Capital Group, LLC | 8,496 | $457.6K | 0.02% | +8,496 | New |
| Centennial Wealth Advisory LLC | 8,532 | $459.5K | 0.18% | +893+11.7% | Added |
| Hexagon Capital Partners LLC | 8,549 | $460.4K | 0.08% | −295−3.3% | Reduced |
| Outfitter Financial LLC | 8,555 | $460.8K | 0.37% | −10−0.1% | Reduced |
| Rowland & Co Investment Counsel | 8,560 | $461.1K | 0.10% | −79−0.9% | Reduced |
| Cigna Investments Inc | 8,601 | $463.0K | 0.08% | −81−0.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,619 | $464.0K | 0.20% | −792−8.4% | Reduced |
| Nations Financial Group Inc, | 8,636 | $465.2K | 0.03% | −1,250−12.6% | Reduced |
| Jump Financial, LLC | 8,639 | $465.3K | 0.01% | −26,168−75.2% | Reduced |
| Kentucky Trust Co | 8,645 | $465.6K | 0.27% | +8,645 | New |
| Burney Co | 8,656 | $466.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 8,666 | $466.8K | 0.19% | −173−2.0% | Reduced |
| VeraBank, N.A. | 8,669 | $466.9K | 0.13% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,675 | $467.2K | 0.35% | +273+3.2% | Added |
| Maridea Wealth Management LLC | 8,677 | $467.4K | 0.15% | +8,677 | New |
| Hardin Capital Partners, LLC | 8,684 | $467.7K | 0.28% | +240+2.8% | Added |
| Pointe Capital Management LLC | 8,700 | $468.6K | 0.27% | +257+3.0% | Added |
| Insigneo Advisory Services, LLC | 8,723 | $469.8K | 0.05% | −692−7.3% | Reduced |
| Bessemer Group Inc | 8,778 | $473.0K | 0.00% | +42+0.5% | Added |
| United Advisor Group, LLC | 8,797 | $473.8K | 0.09% | −1,158−11.6% | Reduced |
| HBK Sorce Advisory LLC | 8,839 | $476.1K | 0.01% | +283+3.3% | Added |
| Eastern Bank | 8,902 | $479.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,940 | $481.5K | 0.02% | −710−7.4% | Reduced |
| SS&H Financial Advisors, Inc. | 9,043 | $488.0K | 0.18% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,081 | $489.1K | 0.01% | +3,553+64.3% | Added |
| Mechanics Bank Trust Department | 9,140 | $492.3K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 9,155 | $493.2K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 9,184 | $494.6K | 0.01% | +3,797+70.5% | Added |
| Teamwork Financial Advisors, LLC | 9,250 | $498.2K | 0.06% | +9,250 | New |
| Renaissance Group LLC | 9,307 | $501.3K | 0.02% | −91−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 9,310 | $501.4K | 0.08% | +1,966+26.8% | Added |
| Altfest L J & Co Inc | 9,351 | $503.6K | 0.06% | +9,351 | New |
| Triangle Securities Wealth Management | 9,405 | $506.6K | 0.13% | +410+4.6% | Added |
| NorthRock Partners, LLC | 9,456 | $509.3K | 0.02% | −745−7.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,496 | $511.5K | 0.04% | −7,444−43.9% | Reduced |
| Bearing Point Capital, LLC | 9,500 | $511.7K | 0.11% | +9,500 | New |
| Bryce Point Capital, LLC | 9,525 | $513.0K | 0.15% | +9,525 | New |
| Fidelis Capital Partners, LLC | 9,139 | $514.7K | 0.05% | −127−1.4% | Reduced |
| Chapman Financial Group, LLC | 9,560 | $514.9K | 0.41% | +9,560 | New |
| BancorpSouth Bank | 9,561 | $515.0K | 0.03% | +189+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 9,624 | $518.3K | 0.15% | +939+10.8% | Added |
| TFG Advisers LLC | 9,636 | $519.0K | 0.19% | +516+5.7% | Added |
| Sagespring Wealth Partners, LLC | 9,678 | $521.2K | 0.01% | +9,678 | New |
| Whittier Trust Co of Nevada Inc | 9,695 | $522.2K | 0.01% | +361+3.9% | Added |
| Leavell Investment Management, Inc. | 9,759 | $525.6K | 0.03% | −543−5.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,789 | $527.3K | 0.13% | +9,789 | New |
| Longfellow Investment Management Co LLC | 9,810 | $528.4K | 0.14% | −630−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,818 | $528.8K | 0.00% | +228+2.4% | Added |
| Parallel Advisors, LLC | 9,833 | $529.6K | 0.01% | +664+7.2% | Added |
| HM Payson & Co | 9,841 | $530.0K | 0.01% | +404+4.3% | Added |
| Capital Asset Advisory Services LLC | 9,720 | $532.0K | 0.03% | +393+4.2% | Added |
| RiverFront Investment Group, LLC | 9,881 | $532.2K | 0.01% | +1,137+13.0% | Added |
| Buckingham Strategic Partners | 9,908 | $533.7K | 0.01% | −4,657−32.0% | Reduced |
| Cypress Capital Group | 9,938 | $535.3K | 0.07% | −3,478−25.9% | Reduced |
| Belpointe Asset Management LLC | 9,626 | $538.1K | 0.03% | −18−0.2% | Reduced |
| Glenview Trust Co | 10,006 | $538.9K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,062 | $542.0K | 0.05% | −1,293−11.4% | Reduced |
| Eagle Ridge Investment Management | 10,090 | $543.4K | 0.05% | +319+3.3% | Added |
| Phoenix Wealth Advisors | 10,095 | $543.7K | 0.24% | +120+1.2% | Added |
| HighPoint Advisor Group LLC | 9,773 | $543.9K | 0.03% | −228−2.3% | Reduced |
| Modera Wealth Management, LLC | 10,112 | $544.6K | 0.01% | +563+5.9% | Added |
| Commerzbank Aktiengesellschaft | 10,125 | $546.0K | 0.01% | +947+10.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,187 | $548.7K | 0.05% | −754−6.9% | Reduced |
| Summit Trail Advisors, LLC | 10,194 | $549.1K | 0.02% | +4,626+83.1% | Added |
| Heritage Trust Co | 10,204 | $549.6K | 0.06% | +10,204 | New |
| Skopos Labs, Inc. | 10,230 | $550.9K | 0.16% | +305+3.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,239 | $551.5K | 0.02% | −693−6.3% | Reduced |
| Salvus Wealth Management, LLC | 10,290 | $554.2K | 0.35% | +974+10.5% | Added |
| Garda Capital Partners LP | 10,319 | $555.8K | 0.45% | +10,319 | New |
| Armstrong Advisory Group, Inc | 10,329 | $556.3K | 0.04% | +417+4.2% | Added |
| Ancora Advisors, LLC | 10,454 | $563.1K | 0.01% | −1,063−9.2% | Reduced |
| Geneos Wealth Management Inc. | 10,538 | $567.6K | 0.02% | −1,597−13.2% | Reduced |
| Sharp Financial Services, LLC | 10,550 | $568.2K | 0.43% | +2,450+30.2% | Added |
| Benjamin Edwards Inc | 10,568 | $569.2K | 0.01% | −4,900−31.7% | Reduced |
| Key Financial Inc | 10,593 | $570.5K | 0.13% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,603 | $571.1K | 0.01% | −68−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 10,648 | $573.5K | 0.17% | +168+1.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,658 | $574.0K | 0.19% | +10,658 | New |
| Grimes & Company, Inc. | 10,658 | $574.0K | 0.02% | −252−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,750 | $579.0K | 0.01% | +2,500+30.3% | Added |
| Wedbush Securities Inc | 10,760 | $580.0K | 0.02% | +876+8.9% | Added |
| BCGM Wealth Management, LLC | 10,832 | $583.4K | 0.19% | −896−7.6% | Reduced |
| LongView Wealth Management | 10,866 | $585.2K | 0.18% | +97+0.9% | Added |
| Stratos Wealth Advisors, LLC | 10,866 | $585.3K | 0.03% | −565−4.9% | Reduced |
| Oxford Asset Management LLP | 10,870 | $585.5K | 0.26% | +10,870 | New |
| 44 Wealth Management LLC | 10,892 | $586.6K | 0.23% | −616−5.4% | Reduced |
| Confluence Wealth Services, Inc. | 11,163 | $593.9K | 0.04% | +4,613+70.4% | Added |
| Pinnacle Financial Partners Inc | 10,995 | $597.6K | 0.01% | −130−1.2% | Reduced |
| Precedent Wealth Partners, LLC | 11,102 | $597.9K | 0.20% | −1,985−15.2% | Reduced |
| Scotia Capital Inc. | 11,102 | $598.0K | 0.00% | +2,205+24.8% | Added |
| CWA Asset Management Group, LLC | 11,123 | $599.1K | 0.03% | +1,700+18.0% | Added |
| Mutual Advisors, LLC | 10,923 | $601.4K | 0.02% | +3,330+43.9% | Added |
| Good Life Advisors, LLC | 11,167 | $601.4K | 0.04% | −1,857−14.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $603.2K | 0.06% | +11,200 | New |
| Anchor Investment Management, LLC | 11,204 | $603.4K | 0.06% | −1,403−11.1% | Reduced |
| Plimoth Trust Co LLC | 11,230 | $604.8K | 0.16% | −70−0.6% | Reduced |