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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 11,278 | $607.4K | 0.08% | −232−2.0% | Reduced |
| Strive Asset Management, LLC | 11,373 | $612.5K | 0.46% | +11,373 | New |
| Johnson Investment Counsel Inc | 11,393 | $613.6K | 0.01% | −965−7.8% | Reduced |
| Hendershot Investments Inc. | 11,408 | $614.5K | 0.08% | −300−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 11,429 | $615.6K | 0.03% | +67+0.6% | Added |
| Parcion Private Wealth LLC | 11,484 | $618.5K | 0.05% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 11,504 | $620.0K | 0.23% | −490−4.1% | Reduced |
| Caldwell Trust Co | 11,522 | $620.6K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 11,605 | $625.0K | 0.05% | −89−0.8% | Reduced |
| Sumitomo Life Insurance Co | 11,617 | $625.7K | 0.01% | −425−3.5% | Reduced |
| J.W. Cole Advisors, Inc. | 11,630 | $626.4K | 0.03% | +257+2.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 11,638 | $626.8K | 0.03% | +54+0.5% | Added |
| Chemung Canal Trust Co | 11,644 | $627.1K | 0.13% | −190−1.6% | Reduced |
| Adalta Capital Management LLC | 11,700 | $630.2K | 0.33% | +5,200+80.0% | Added |
| Heritage Investors Management Corp | 11,710 | $631.0K | 0.02% | +807+7.4% | Added |
| TCW Group Inc | 11,748 | $632.7K | 0.01% | +294+2.6% | Added |
| Foundations Investment Advisors, LLC | 11,763 | $633.6K | 0.01% | +365+3.2% | Added |
| Bokf, NA | 11,880 | $634.3K | 0.01% | −1,978−14.3% | Reduced |
| CAPROCK Group, Inc. | 11,793 | $635.2K | 0.02% | +2,157+22.4% | Added |
| Meridian Wealth Management, LLC | 11,860 | $638.8K | 0.03% | +5,687+92.1% | Added |
| Ti-Trust, Inc | 11,929 | $642.5K | 0.43% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 11,970 | $644.7K | 0.26% | +1,915+19.0% | Added |
| Ingalls & Snyder LLC | 11,967 | $645.0K | 0.03% | −380−3.1% | Reduced |
| Venture Visionary Partners LLC | 11,998 | $646.3K | 0.03% | −1,685−12.3% | Reduced |
| Csenge Advisory Group | 12,043 | $648.7K | 0.04% | −932−7.2% | Reduced |
| Holderness Investments Co | 12,044 | $648.7K | 0.14% | −313−2.5% | Reduced |
| Campbell Wealth Management | 12,111 | $652.0K | 0.06% | +1,204+11.0% | Added |
| Linscomb & Williams, Inc. | 12,133 | $653.5K | 0.03% | −18−0.1% | Reduced |
| Harbour Investments, Inc. | 12,156 | $654.7K | 0.02% | −645−5.0% | Reduced |
| Adams Wealth Management | 12,166 | $654.9K | 0.13% | +2,353+24.0% | Added |
| CacheTech Inc. | 12,166 | $654.9K | 0.12% | +2,353+24.0% | Added |
| V-Square Quantitative Management LLC | 12,191 | $656.6K | 0.09% | +655+5.7% | Added |
| Saturna Capital CORP | 12,200 | $657.1K | 0.01% | +1,800+17.3% | Added |
| Merit Financial Group, LLC | 12,216 | $658.0K | 0.01% | +2,175+21.7% | Added |
| Equitable Holdings, Inc. | 12,237 | $659.1K | 0.01% | +352+3.0% | Added |
| Sciencast Management LP | 12,336 | $664.4K | 0.18% | +12,336 | New |
| My Legacy Advisors, LLC | 12,400 | $665.2K | 0.26% | +276+2.3% | Added |
| Marex Group plc | 12,366 | $666.0K | 0.01% | +1,866+17.8% | Added |
| MUFG Securities Americas Inc. | 12,400 | $667.9K | 0.08% | +12,400 | New |
| Miller Financial Services LLC | 12,476 | $672.0K | 0.57% | +12,476 | New |
| Canada Post Corp Registered Pension Plan | 12,477 | $672.0K | 0.04% | +12,477 | New |
| Chickasaw Capital Management LLC | 12,544 | $676.0K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 12,552 | $676.0K | 0.25% | −1,641−11.6% | Reduced |
| Aptus Capital Advisors, LLC | 12,570 | $677.0K | 0.01% | +3,251+34.9% | Added |
| CoreCap Advisors, LLC | 12,587 | $677.9K | 0.03% | +1,430+12.8% | Added |
| Savant Capital, LLC | 12,736 | $686.0K | 0.01% | +515+4.2% | Added |
| Keystone Financial Group | 12,734 | $686.5K | 0.07% | +366+3.0% | Added |
| PFG Investments, LLC | 12,757 | $687.1K | 0.04% | −140−1.1% | Reduced |
| Liberty One Investment Management, LLC | 12,799 | $689.3K | 0.07% | −2,164−14.5% | Reduced |
| Danske Bank A/S | 12,800 | $689.4K | 0.00% | +5,500+75.3% | Added |
| Navalign, LLC | 12,807 | $689.8K | 0.20% | +12,807 | New |
| Jeppson Wealth Management, LLC | 12,826 | $690.8K | 0.25% | +359+2.9% | Added |
| Charter Trust Co | 12,855 | $692.4K | 0.05% | −403−3.0% | Reduced |
| Hilltop Holdings Inc. | 12,856 | $692.4K | 0.04% | −3,163−19.7% | Reduced |
| First County Bank | 12,938 | $696.8K | 0.39% | −6,061−31.9% | Reduced |
| HBW Advisory Services LLC | 12,961 | $698.1K | 0.10% | −2,463−16.0% | Reduced |
| Vista Investment Partners LLC | 13,130 | $707.2K | 0.22% | −90−0.7% | Reduced |
| MEMBERS Trust Co | 13,135 | $707.5K | 0.02% | +10.0% | Added |
| Ballentine Partners, LLC | 13,216 | $711.8K | 0.01% | −721−5.2% | Reduced |
| Bay Capital Advisors, LLC | 13,339 | $718.4K | 0.58% | +13,339 | New |
| Archford Capital Strategies, LLC | 13,382 | $720.8K | 0.11% | +40.0% | Added |
| Wealthspire Advisors, LLC | 13,384 | $720.9K | 0.01% | −1,649−11.0% | Reduced |
| Nilsine Partners, LLC | 13,405 | $722.0K | 0.08% | +13,405 | New |
| Brown Brothers Harriman & Co | 13,429 | $723.3K | 0.01% | −5,710−29.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,431 | $723.4K | 0.03% | −20−0.1% | Reduced |
| South State Corp. | 13,439 | $723.8K | 0.05% | −689−4.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 13,719 | $738.9K | 0.54% | −5,449−28.4% | Reduced |
| one8zero8, LLC | 13,760 | $741.1K | 0.16% | +13,760 | New |
| Aviva PLC | 13,768 | $741.5K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 13,770 | $741.7K | 0.41% | +2,034+17.3% | Added |
| TCTC Holdings, LLC | 13,781 | $742.2K | 0.03% | +123+0.9% | Added |
| Meeder Advisory Services, Inc. | 13,901 | $748.7K | 0.05% | −1,070−7.1% | Reduced |
| Global Retirement Partners, LLC | 13,931 | $750.3K | 0.02% | −492−3.4% | Reduced |
| Meridian Financial Partners LLC | 13,970 | $752.0K | 0.40% | +219+1.6% | Added |
| Virtu Financial LLC | 13,965 | $752.0K | 0.04% | +13,965 | New |
| Federation des caisses Desjardins du Quebec | 13,965 | $752.2K | 0.00% | +3,101+28.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 14,014 | $754.8K | 0.47% | +303+2.2% | Added |
| TCI Wealth Advisors, Inc. | 14,076 | $758.1K | 0.06% | +243+1.8% | Added |
| 111 Capital | 14,084 | $758.6K | 0.16% | +14,084 | New |
| Cornerstone Planning, LLC | 14,090 | $758.9K | 0.29% | +14,090 | New |
| Balyasny Asset Management LLC | 14,264 | $768.3K | 0.00% | −626,989−97.8% | Reduced |
| Cornercap Investment Counsel Inc | 14,309 | $770.7K | 0.25% | +14,309 | New |
| Marco Investment Management LLC | 14,389 | $775.0K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 14,412 | $776.2K | 0.03% | +90+0.6% | Added |
| Azimuth Capital Investment Management LLC | 14,441 | $777.8K | 0.03% | −4,050−21.9% | Reduced |
| Whitener Capital Management, Inc. | 14,623 | $787.6K | 0.22% | +30.0% | Added |
| San Luis Wealth Advisors LLC | 14,644 | $789.0K | 0.15% | +2,206+17.7% | Added |
| Heritage Wealth Advisors | 14,748 | $794.3K | 0.04% | +114+0.8% | Added |
| Warren Averett Asset Management, LLC | 14,784 | $796.2K | 0.01% | +392+2.7% | Added |
| Vista Investment Management | 14,806 | $797.5K | 0.30% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,846 | $799.6K | 0.80% | −3,346−18.4% | Reduced |
| Excalibur Management Corp | 14,864 | $800.6K | 0.32% | +20.0% | Added |
| Cito Capital Group, LLC | 15,000 | $808.0K | 0.30% | +15,000 | New |
| Jacobi Capital Management LLC | 15,013 | $808.6K | 0.06% | −512−3.3% | Reduced |
| Prudential PLC | 15,050 | $810.6K | 0.00% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 15,055 | $810.9K | 0.13% | +389+2.7% | Added |
| Patten Group, Inc. | 15,100 | $813.3K | 0.18% | −3,735−19.8% | Reduced |
| Founders Financial Alliance, LLC | 15,170 | $817.1K | 0.22% | +69+0.5% | Added |
| Proequities, Inc. | 15,539 | $822.5K | 0.05% | −1,092−6.6% | Reduced |
| Stonegate Investment Group, LLC | 15,321 | $825.2K | 0.02% | +243+1.6% | Added |