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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 4,502 | $242.5K | 0.01% | +1,377+44.1% | Added |
| Great Valley Advisor Group, Inc. | 4,491 | $242.3K | 0.01% | −113−2.5% | Reduced |
| Lion Street Advisors, LLC | 4,489 | $241.7K | 0.08% | −191−4.1% | Reduced |
| Verdence Capital Advisors LLC | 4,480 | $241.3K | 0.02% | −8,470−65.4% | Reduced |
| Ifrah Financial Services, Inc. | 4,467 | $240.6K | 0.07% | −235−5.0% | Reduced |
| Dudley Capital Management, LLC | 4,461 | $240.3K | 0.12% | +100+2.3% | Added |
| Aspect Partners, LLC | 4,441 | $239.2K | 0.14% | +3+0.1% | Added |
| ICONIQ Capital, LLC | 4,424 | $238.3K | 0.00% | +4,424 | New |
| Strategic Blueprint, LLC | 4,396 | $236.8K | 0.01% | +637+16.9% | Added |
| Chapin Davis, Inc. | 4,092 | $236.5K | 0.08% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 4,379 | $235.9K | 0.09% | +4,379 | New |
| Tompkins Financial Corp | 4,370 | $235.4K | 0.02% | +560+14.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,367 | $235.2K | 0.02% | −552−11.2% | Reduced |
| Register Financial Advisors LLC | 4,316 | $232.4K | 0.12% | +237+5.8% | Added |
| Pier 88 Investment Partners LLC | 4,315 | $232.4K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 4,299 | $232.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,300 | $231.6K | 0.06% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,297 | $231.5K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 4,295 | $231.4K | 0.14% | +452+11.8% | Added |
| CJM Wealth Advisers, Ltd. | 4,294 | $231.3K | 0.08% | −410−8.7% | Reduced |
| Reliant Investment Partners, LLC | 4,283 | $230.7K | 0.20% | +4,283 | New |
| Adviser Investments LLC | 4,256 | $229.2K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 4,253 | $229.1K | 0.01% | −1,910−31.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,245 | $229.0K | 0.16% | +125+3.0% | Added |
| NorthStar Asset Management LLC | 4,252 | $229.0K | 0.15% | −181−4.1% | Reduced |
| Simon Quick Advisors, LLC | 4,250 | $228.9K | 0.01% | +184+4.5% | Added |
| Greatmark Investment Partners, Inc. | 4,250 | $228.9K | 0.03% | −100−2.3% | Reduced |
| AdvisorNet Financial, Inc | 4,243 | $228.5K | 0.02% | −120−2.8% | Reduced |
| Heritage Wealth Management, Inc. | 4,235 | $228.1K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 4,220 | $227.3K | 0.14% | +33+0.8% | Added |
| Old North State Trust, LLC | 4,206 | $227.0K | 0.14% | +125+3.1% | Added |
| Commonwealth Financial Services, LLC | 4,210 | $226.8K | 0.04% | −1,015−19.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,198 | $226.1K | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,197 | $226.1K | 0.01% | +4,197 | New |
| David Loasby | 4,228 | $225.7K | 0.02% | +4,228 | New |
| Howard Bailey Securities, LLC | 4,187 | $225.5K | 0.08% | −10−0.2% | Reduced |
| Boltwood Capital Management | 4,185 | $225.4K | 0.07% | −75−1.8% | Reduced |
| Provenance Wealth Advisors, LLC | 4,176 | $224.9K | 0.03% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,175 | $224.9K | 0.02% | +46+1.1% | Added |
| Waldron Private Wealth LLC | 4,155 | $223.8K | 0.01% | −56−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 4,130 | $222.4K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,101 | $220.9K | 0.15% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,100 | $220.8K | 0.03% | −5,900−59.0% | Reduced |
| Massmutual Trust Co FSB | 4,100 | $220.8K | 0.01% | +258+6.7% | Added |
| Fee-Only Financial Planning, L.C. | 4,060 | $218.6K | 0.14% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,057 | $218.5K | 0.00% | −1,077−21.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,056 | $218.5K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,050 | $218.1K | 0.02% | +480+13.4% | Added |
| Tranquility Partners, LLC | 4,024 | $216.7K | 0.08% | −2,262−36.0% | Reduced |
| Chicago Capital, LLC | 3,999 | $215.4K | 0.01% | +240+6.4% | Added |
| Sapient Capital LLC | 3,982 | $214.5K | 0.00% | +144+3.8% | Added |
| Rockport Wealth LLC | 3,978 | $214.3K | 0.10% | +3,978 | New |
| Welch & Forbes LLC | 3,970 | $213.8K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,964 | $213.5K | 0.00% | +119+3.1% | Added |
| UMA Financial Services, Inc. | 3,963 | $213.5K | 0.04% | +3+0.1% | Added |
| Hollow Brook Wealth Management LLC | 3,950 | $212.7K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 3,938 | $212.1K | 0.06% | −65−1.6% | Reduced |
| Searle & Co. | 3,937 | $212.0K | 0.06% | +3,937 | New |
| Hall Laurie J Trustee | 3,925 | $212.0K | 0.07% | −500−11.3% | Reduced |
| Archetype Wealth Partners | 3,934 | $212.0K | 0.03% | +3,934 | New |
| Continuum Advisory, LLC | 3,888 | $209.4K | 0.03% | −400−9.3% | Reduced |
| Choate Investment Advisors | 3,880 | $209.0K | 0.01% | +198+5.4% | Added |
| Bogart Wealth, LLC | 3,858 | $207.8K | 0.01% | −689−15.2% | Reduced |
| Boston Family Office LLC | 3,850 | $207.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,837 | $206.7K | 0.01% | −36−0.9% | Reduced |
| Stiles Financial Services Inc | 3,816 | $205.6K | 0.07% | −60−1.5% | Reduced |
| Banco Santander, S.A. | 3,781 | $203.6K | 0.00% | −1,182−23.8% | Reduced |
| Probity Advisors, Inc. | 3,774 | $203.3K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 3,768 | $202.9K | 0.01% | −29,161−88.6% | Reduced |
| Evercore Wealth Management, LLC | 3,762 | $202.6K | 0.00% | −1,401−27.1% | Reduced |
| Eagle Strategies LLC | 3,759 | $202.5K | 0.04% | +212+6.0% | Added |
| First City Capital Management, Inc. | 3,752 | $202.1K | 0.11% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 3,752 | $202.1K | 0.02% | −1,275−25.4% | Reduced |
| D.B. Root & Company, LLC | 3,747 | $201.8K | 0.06% | −647−14.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,725 | $200.6K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 3,721 | $200.4K | 0.02% | −6,761−64.5% | Reduced |
| Optimum Investment Advisors | 3,700 | $199.3K | 0.09% | +3,137+557.2% | Added |
| Kestra Investment Management, LLC | 3,545 | $190.9K | 0.01% | −530−13.0% | Reduced |
| Viking Fund Management LLC | 3,500 | $188.5K | 0.03% | +2,800+400.0% | Added |
| Sentry Investment Management LLC | 3,463 | $186.0K | 0.09% | −564−14.0% | Reduced |
| William B. Walkup & Associates, Inc. | 3,408 | $183.6K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,165 | $176.4K | 0.00% | −10−0.3% | Reduced |
| Truvestments Capital LLC | 3,271 | $176.2K | 0.05% | +111+3.5% | Added |
| Front Row Advisors LLC | 3,266 | $175.9K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,266 | $175.9K | 0.01% | +3,266 | New |
| Bartlett & Co. Wealth Management LLC | 3,264 | $175.8K | 0.00% | −2,722−45.5% | Reduced |
| Optiver Holding B.V. | 3,253 | $175.2K | 0.01% | +819+33.6% | Added |
| Parkside Financial Bank & Trust | 3,237 | $174.3K | 0.02% | +993+44.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,124 | $168.3K | 0.05% | −58−1.8% | Reduced |
| Quent Capital, LLC | 3,110 | $167.5K | 0.02% | −32−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 3,002 | $161.7K | 0.01% | +2,577+606.4% | Added |
| Mechanics Financial Corp | 3,000 | $161.6K | 0.07% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,939 | $158.3K | 0.01% | +84+2.9% | Added |
| CVA Family Office, LLC | 2,929 | $157.8K | 0.02% | +80+2.8% | Added |
| HHM Wealth Advisors, LLC | 2,923 | $157.4K | 0.02% | +30+1.0% | Added |
| Motco | 2,869 | $154.5K | 0.02% | −12−0.4% | Reduced |
| MidAtlantic Capital Management, Inc. | 2,863 | $154.2K | 0.11% | −1,332−31.8% | Reduced |
| Washington Trust Co | 2,861 | $154.1K | 0.01% | +299+11.7% | Added |
| Richardson Financial Services Inc. | 2,855 | $153.8K | 0.11% | −265−8.5% | Reduced |
| Y.D. More Investments Ltd | 2,802 | $150.9K | 0.01% | −175−5.9% | Reduced |