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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 5,900 | $317.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 5,865 | $315.9K | 0.01% | +404+7.4% | Added |
| Wealth Quarterback LLC | 5,861 | $315.7K | 0.15% | +1,967+50.5% | Added |
| Clarius Group, LLC | 5,848 | $315.0K | 0.02% | −134−2.2% | Reduced |
| Northwest Bancshares, Inc. | 5,829 | $313.9K | 0.06% | −41−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 5,829 | $313.9K | 0.01% | −108−1.8% | Reduced |
| LCNB Corp | 5,828 | $313.9K | 0.11% | 00.0% | Unchanged |
| OLIO Financial Planning | 5,828 | $313.9K | 0.11% | +152+2.7% | Added |
| Intrust Bank NA | 5,827 | $313.8K | 0.03% | −4,093−41.3% | Reduced |
| Luts & Greenleigh Group, Inc | 5,815 | $313.2K | 0.31% | +39+0.7% | Added |
| Walker Asset Management, LLC | 5,811 | $313.0K | 0.19% | +889+18.1% | Added |
| Lantern Wealth Advisors, LLC | 5,774 | $311.0K | 0.20% | +164+2.9% | Added |
| Chicago Partners Investment Group LLC | 5,689 | $310.6K | 0.01% | −246−4.1% | Reduced |
| First National Bank & Trust Co of Newtown | 5,763 | $310.4K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,743 | $309.3K | 0.01% | −6−0.1% | Reduced |
| Simplicity Wealth,LLC | 5,685 | $306.2K | 0.06% | +1,712+43.1% | Added |
| Boston Private Wealth LLC | 5,683 | $306.1K | 0.01% | +5,683 | New |
| Ci Investments Inc. | 5,637 | $304.0K | 0.00% | +1,052+22.9% | Added |
| Farther Finance Advisors, LLC | 5,627 | $303.0K | 0.01% | −368−6.1% | Reduced |
| Miracle Mile Advisors, LLC | 5,610 | $302.1K | 0.01% | −12,036−68.2% | Reduced |
| Old Port Advisors | 5,603 | $301.8K | 0.09% | −129−2.3% | Reduced |
| 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 |
| Cobblestone Asset Management LLC | 5,572 | $300.1K | 0.20% | +8+0.1% | Added |
| Northstar Advisory Group, LLC | 5,557 | $299.3K | 0.15% | −32−0.6% | Reduced |
| IFP Advisors, Inc | 5,544 | $298.6K | 0.01% | −16−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 5,493 | $295.9K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,479 | $295.1K | 0.03% | +1,440+35.7% | Added |
| IFG Advisory, LLC | 5,477 | $295.0K | 0.02% | +5,477 | New |
| Sherbrooke Park Advisers LLC | 5,467 | $294.5K | 0.09% | +916+20.1% | Added |
| Carnegie Capital Asset Management, LLC | 5,448 | $293.4K | 0.01% | −2,606−32.4% | Reduced |
| Campion Asset Management LLC | 5,441 | $293.1K | 0.22% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 5,439 | $293.0K | 0.38% | +5,439 | New |
| SBI Securities Co., Ltd. | 5,421 | $292.0K | 0.01% | +5,421 | New |
| SFMG, LLC | 5,348 | $288.1K | 0.02% | −57−1.1% | Reduced |
| Thompson Davis & Co., Inc. | 5,346 | $288.0K | 0.19% | −660−11.0% | Reduced |
| Camden National Bank | 5,339 | $287.6K | 0.04% | −49−0.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,336 | $287.4K | 0.22% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,330 | $287.1K | 0.00% | +375+7.6% | Added |
| Blue Fin Capital, Inc. | 5,317 | $286.4K | 0.05% | −1,308−19.7% | Reduced |
| Facet Wealth, Inc. | 5,207 | $284.5K | 0.01% | −722−12.2% | Reduced |
| Compass Ion Advisors, LLC | 5,263 | $283.4K | 0.03% | +10+0.2% | Added |
| Berger Financial Group, Inc | 5,244 | $282.4K | 0.02% | +139+2.7% | Added |
| Fiduciary Alliance LLC | 5,230 | $281.7K | 0.03% | +5,230 | New |
| Allegheny Financial Group LTD | 5,212 | $280.7K | 0.07% | +5,212 | New |
| Alpha Cubed Investments, LLC | 5,189 | $279.5K | 0.01% | +20.0% | Added |
| Colonial Trust Advisors | 5,164 | $278.1K | 0.02% | −365−6.6% | Reduced |
| Violich Capital Management, Inc. | 5,155 | $278.0K | 0.04% | −700−12.0% | Reduced |
| Bullock Wealth Management Group | 5,157 | $277.7K | 0.16% | +31+0.6% | Added |
| CX Institutional | 5,142 | $277.0K | 0.01% | +372+7.8% | Added |
| Ostrum Asset Management | 5,127 | $276.1K | 0.02% | −212−4.0% | Reduced |
| Manske Wealth Management | 5,117 | $275.6K | 0.11% | +5,117 | New |
| R Squared Ltd | 5,100 | $274.7K | 0.27% | +5,100 | New |
| Rehmann Capital Advisory Group | 5,070 | $273.1K | 0.02% | −688−11.9% | Reduced |
| HF Advisory Group, LLC | 5,064 | $272.8K | 0.13% | −260−4.9% | Reduced |
| Whittier Trust Co | 5,047 | $271.8K | 0.00% | −2,804−35.7% | Reduced |
| Summit Asset Management, LLC | 5,044 | $271.7K | 0.05% | −386−7.1% | Reduced |
| LifeWealth Investments, LLC | 5,021 | $270.4K | 0.18% | +5,021 | New |
| Crowley Wealth Management, Inc. | 5,010 | $269.8K | 0.24% | +5,010 | New |
| Longview Financial Advisors, Inc. | 5,006 | $269.6K | 0.21% | +10+0.2% | Added |
| Chesapeake Wealth Management | 4,989 | $268.8K | 0.09% | −509−9.3% | Reduced |
| ASB Consultores, LLC | 4,982 | $268.3K | 0.11% | −974−16.4% | Reduced |
| Citizens National Bank Trust Department | 4,973 | $267.8K | 0.06% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,949 | $266.6K | 0.22% | +4+0.1% | Added |
| Arkadios Wealth Advisors | 4,930 | $265.5K | 0.01% | +569+13.0% | Added |
| Herold Advisors, Inc. | 4,913 | $264.6K | 0.06% | +153+3.2% | Added |
| Jane Street Group, LLC | 4,907 | $264.3K | 0.00% | −91,671−94.9% | Reduced |
| Flynn Zito Capital Management, LLC | 4,900 | $263.9K | 0.12% | +104+2.2% | Added |
| Mather Group, LLC. | 4,891 | $263.4K | 0.00% | +579+13.4% | Added |
| Callan Family Office, LLC | 4,882 | $262.9K | 0.02% | +4,882 | New |
| Interchange Capital Partners, LLC | 4,881 | $262.9K | 0.10% | −173−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,875 | $262.6K | 0.02% | +337+7.4% | Added |
| Evergreen Capital Management LLC | 4,857 | $261.6K | 0.01% | −95−1.9% | Reduced |
| Morningstar Investment Management LLC | 4,855 | $261.0K | 0.02% | +39+0.8% | Added |
| Dividend Assets Capital, LLC | 4,842 | $260.8K | 0.05% | −484−9.1% | Reduced |
| Coppell Advisory Solutions LLC | 4,838 | $260.6K | 0.04% | +66+1.4% | Added |
| Shelton Capital Management | 4,828 | $260.0K | 0.01% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,819 | $259.6K | 0.10% | −5,592−53.7% | Reduced |
| Wolverine Asset Management LLC | 4,799 | $258.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,790 | $258.0K | 0.03% | −377−7.3% | Reduced |
| Kinloch Capital, LLC | 4,770 | $256.9K | 0.13% | −414−8.0% | Reduced |
| Investment Partners Asset Management, Inc. | 4,729 | $254.7K | 0.20% | 00.0% | Unchanged |
| Essex Savings Bank | 4,716 | $254.0K | 0.06% | +11+0.2% | Added |
| Aviance Capital Partners, LLC | 4,711 | $253.7K | 0.04% | +4,711 | New |
| Meridian Financial, LLC | 4,708 | $253.6K | 0.18% | +38+0.8% | Added |
| Shell Asset Management Co | 4,703 | $253.0K | 0.01% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 4,629 | $250.6K | 0.26% | +4,629 | New |
| Intrua Financial, LLC | 4,645 | $250.2K | 0.04% | −3,301−41.5% | Reduced |
| Sage Mountain Advisors LLC | 4,630 | $249.4K | 0.02% | −31−0.7% | Reduced |
| CNB Bank | 4,609 | $248.2K | 0.12% | −1,191−20.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,600 | $248.0K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,574 | $246.3K | 0.00% | −882−16.2% | Reduced |
| Second Half Financial Partners, LLC | 4,570 | $246.1K | 0.12% | +64+1.4% | Added |
| Schmidt P J Investment Management Inc | 4,564 | $245.8K | 0.04% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,548 | $245.0K | 0.12% | +4,548 | New |
| Flputnam Investment Management Co | 4,545 | $244.8K | 0.00% | −500−9.9% | Reduced |
| MKT Advisors LLC | 4,424 | $244.6K | 0.11% | −797−15.3% | Reduced |
| King Luther Capital Management Corp | 4,516 | $243.2K | 0.00% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,512 | $243.0K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,503 | $242.5K | 0.02% | +628+16.2% | Added |