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 |
|---|---|---|---|---|---|
| First National Trust Co | 15,342 | $826.3K | 0.03% | −1,309−7.9% | Reduced |
| Valeo Financial Advisors, LLC | 15,410 | $830.0K | 0.02% | −326−2.1% | Reduced |
| Prosperity Consulting Group, LLC | 15,505 | $835.1K | 0.06% | +140+0.9% | Added |
| Arrow Financial Corp | 15,506 | $835.2K | 0.08% | −786−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 15,507 | $835.2K | 0.02% | +7,072+83.8% | Added |
| Exencial Wealth Advisors, LLC | 15,518 | $835.8K | 0.03% | −288−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,581 | $839.2K | 0.05% | −2,619−14.4% | Reduced |
| Culbertson A N & Co Inc | 15,582 | $839.2K | 0.13% | −2,054−11.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,621 | $841.3K | 0.06% | +15,621 | New |
| Haverford Trust Co | 15,637 | $842.2K | 0.01% | −7,146−31.4% | Reduced |
| TownSquare Capital, LLC | 15,671 | $844.0K | 0.01% | −12−0.1% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $845.6K | 0.13% | −9−0.1% | Reduced |
| MAI Capital Management | 15,749 | $848.3K | 0.01% | −5,603−26.2% | Reduced |
| Principal Securities, Inc. | 15,799 | $850.9K | 0.02% | +590+3.9% | Added |
| Verus Financial Partners, Inc. | 15,956 | $851.9K | 0.10% | +848+5.6% | Added |
| Horizon Investments, LLC | 15,827 | $852.4K | 0.02% | +294+1.9% | Added |
| Dover Advisors, LLC | 15,844 | $853.4K | 0.49% | +86+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 15,882 | $855.4K | 0.01% | +242+1.5% | Added |
| EP Wealth Advisors, LLC | 15,975 | $860.4K | 0.01% | +6,654+71.4% | Added |
| Chesley Taft & Associates LLC | 16,020 | $862.8K | 0.04% | +23+0.1% | Added |
| Plan Group Financial, LLC | 16,049 | $864.4K | 0.46% | +1,249+8.4% | Added |
| First Horizon Advisors, Inc. | 16,066 | $865.4K | 0.02% | −153−0.9% | Reduced |
| Innovative Wealth Building LLC | 16,113 | $867.8K | 0.78% | +16,113 | New |
| AlphaStar Capital Management, LLC | 16,128 | $868.7K | 0.09% | +3,120+24.0% | Added |
| Essex Financial Services, Inc. | 16,158 | $870.3K | 0.06% | −1,435−8.2% | Reduced |
| Empowered Funds, LLC | 16,227 | $874.0K | 0.01% | +1,767+12.2% | Added |
| Claris Financial LLC | 16,302 | $878.0K | 0.58% | +16,302 | New |
| Simmons Bank | 16,310 | $878.5K | 0.06% | −1,155−6.6% | Reduced |
| Vident Advisory, LLC | 16,380 | $882.3K | 0.02% | +2,806+20.7% | Added |
| Paradigm Financial Partners, LLC | 16,435 | $885.2K | 0.11% | −502−3.0% | Reduced |
| Greenleaf Trust | 16,497 | $888.5K | 0.01% | +349+2.2% | Added |
| Sovereign Financial Group, Inc. | 16,506 | $889.0K | 0.20% | +594+3.7% | Added |
| Signaturefd, LLC | 16,578 | $892.9K | 0.02% | −118−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 16,602 | $894.2K | 0.01% | −5,519−24.9% | Reduced |
| Mediolanum International Funds Ltd | 16,675 | $896.1K | 0.01% | +3,413+25.7% | Added |
| Donaldson Capital Management, LLC | 16,762 | $902.8K | 0.03% | +247+1.5% | Added |
| United Asset Strategies, Inc. | 16,811 | $905.5K | 0.08% | −49−0.3% | Reduced |
| Spirit of America Management Corp | 16,850 | $907.5K | 0.18% | +1,750+11.6% | Added |
| StoneX Group Inc. | 16,950 | $912.9K | 0.05% | +10,754+173.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $912.9K | 0.01% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 17,009 | $916.1K | 2.05% | +17,009 | New |
| Steel Peak Wealth Management LLC | 17,039 | $917.7K | 0.04% | +1,599+10.4% | Added |
| Trust Co of Vermont | 17,078 | $919.8K | 0.04% | −985−5.5% | Reduced |
| Global Financial Private Client, LLC | 17,093 | $920.7K | 0.35% | +4,672+37.6% | Added |
| Teza Capital Management LLC | 17,108 | $921.4K | 0.14% | +17,108 | New |
| Umb Bank N A | 17,273 | $930.3K | 0.01% | +649+3.9% | Added |
| Elmwood Wealth Management, Inc. | 17,279 | $930.6K | 0.38% | −771−4.3% | Reduced |
| Frank, Rimerman Advisors LLC | 17,289 | $931.2K | 0.07% | +601+3.6% | Added |
| Beck Mack & Oliver LLC | 17,593 | $947.6K | 0.02% | −1,372−7.2% | Reduced |
| Waters Parkerson & Co., LLC | 17,626 | $949.4K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 17,634 | $949.8K | 0.26% | +2,466+16.3% | Added |
| Woodstock Corp | 17,769 | $957.0K | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,797 | $958.5K | 0.01% | −13,905−43.9% | Reduced |
| Arlington Capital Management, Inc. | 17,951 | $966.8K | 0.67% | +1,191+7.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,951 | $966.8K | 0.03% | +4,103+29.6% | Added |
| Rbo & Co LLC | 17,976 | $968.2K | 0.16% | 00.0% | Unchanged |
| Highview Capital Management LLC | 18,015 | $970.3K | 0.37% | +1,456+8.8% | Added |
| TCG Advisory Services, LLC | 18,027 | $971.0K | 0.04% | −4,321−19.3% | Reduced |
| Cornerstone Wealth Group, LLC | 18,027 | $971.0K | 0.08% | +572+3.3% | Added |
| EverSource Wealth Advisors, LLC | 18,060 | $972.7K | 0.05% | −1,014−5.3% | Reduced |
| Mason & Associates, LLC | 18,072 | $973.4K | 0.29% | +4,008+28.5% | Added |
| NovaPoint Capital, LLC | 18,100 | $974.9K | 0.30% | +2,872+18.9% | Added |
| Kovitz Investment Group Partners, LLC | 18,216 | $981.2K | 0.00% | +1,263+7.5% | Added |
| Thomasville National Bank | 18,308 | $986.1K | 0.07% | +1,000+5.8% | Added |
| Platform Technology Partners | 18,330 | $987.3K | 0.30% | +905+5.2% | Added |
| Vise Technologies, Inc. | 18,479 | $995.3K | 0.08% | +4,588+33.0% | Added |
| Ronald Blue Trust, Inc. | 18,588 | $1.00M | 0.01% | −1,784−8.8% | Reduced |
| PBMares Wealth Management LLC | 18,631 | $1.00M | 0.21% | +116+0.6% | Added |
| Farmers & Merchants Investments Inc | 18,639 | $1.00M | 0.03% | −212−1.1% | Reduced |
| NBT Bank N A | 18,671 | $1.01M | 0.07% | +71+0.4% | Added |
| Cohen Klingenstein LLC | 18,700 | $1.01M | 0.03% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 18,865 | $1.02M | 0.66% | −842−4.3% | Reduced |
| Marietta Investment Partners LLC | 18,884 | $1.02M | 0.22% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,005 | $1.02M | 0.03% | +5,217+37.8% | Added |
| Greenwood Capital Associates LLC | 19,074 | $1.03M | 0.13% | +19,074 | New |
| Snowden Capital Advisors LLC | 19,183 | $1.03M | 0.03% | +2,639+16.0% | Added |
| Cresset Asset Management, LLC | 19,208 | $1.03M | 0.00% | −52,653−73.3% | Reduced |
| United Services Automobile Association | 19,240 | $1.04M | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 19,245 | $1.04M | 0.03% | −4,459−18.8% | Reduced |
| Rossby Financial, LCC | 19,297 | $1.04M | 0.66% | +19,297 | New |
| Sequoia Financial Advisors, LLC | 19,429 | $1.05M | 0.01% | +1,144+6.3% | Added |
| Peoples Financial Services Corp. | 19,582 | $1.05M | 0.49% | −33−0.2% | Reduced |
| Madison Asset Management, LLC | 19,684 | $1.06M | 0.01% | −104,786−84.2% | Reduced |
| Madison Investment Advisors, LLC | 19,684 | $1.06M | 0.01% | +19,684 | New |
| City Holding Co | 19,954 | $1.07M | 0.15% | −778−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 19,987 | $1.08M | 0.05% | +8,109+68.3% | Added |
| Birch Hill Investment Advisors LLC | 20,085 | $1.08M | 0.05% | −270−1.3% | Reduced |
| GAMMA Investing LLC | 20,098 | $1.08M | 0.09% | −483−2.3% | Reduced |
| Leo Wealth, LLC | 20,333 | $1.10M | 0.10% | +20,333 | New |
| Burke & Herbert Bank & Trust Co | 20,375 | $1.10M | 0.26% | −1,106−5.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,437 | $1.10M | 0.01% | −6,230−23.4% | Reduced |
| Assetmark, Inc | 20,661 | $1.11M | 0.00% | −8,131−28.2% | Reduced |
| Millennium Management LLC | 20,686 | $1.11M | 0.00% | −58,475−73.9% | Reduced |
| Radnor Capital Management, LLC | 20,812 | $1.12M | 0.19% | −1,480−6.6% | Reduced |
| Allworth Financial LP | 21,229 | $1.12M | 0.01% | +2,226+11.7% | Added |
| Stock Yards Bank & Trust Co | 21,032 | $1.13M | 0.04% | −80−0.4% | Reduced |
| ISAM Funds (UK) Ltd | 21,041 | $1.13M | 0.84% | +21,041 | New |
| Cullinan Associates Inc | 21,078 | $1.14M | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,555 | $1.16M | 0.08% | +4,092+23.4% | Added |
| Ascent Wealth Partners, LLC | 21,683 | $1.17M | 0.16% | +525+2.5% | Added |