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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 2,790 | $150.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,773 | $149.4K | 0.04% | −2−0.1% | Reduced |
| Walleye Capital LLC | 2,770 | $149.2K | 0.00% | −12,549−81.9% | Reduced |
| Versant Capital Management, Inc | 2,726 | $146.8K | 0.03% | +53+2.0% | Added |
| Cromwell Holdings LLC | 2,666 | $143.6K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,650 | $142.7K | 0.05% | −88−3.2% | Reduced |
| Sittner & Nelson, LLC | 2,548 | $137.2K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,498 | $134.5K | 0.07% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,497 | $134.5K | 0.00% | +2,497 | New |
| Crews Bank & Trust | 2,469 | $133.0K | 0.02% | +2,469 | New |
| Hilltop National Bank | 2,448 | $131.8K | 0.04% | −82−3.2% | Reduced |
| Centerpoint Advisors, LLC | 2,430 | $131.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $130.8K | 0.01% | −800−24.8% | Reduced |
| Burkett Financial Services, LLC | 2,383 | $128.3K | 0.05% | +29+1.2% | Added |
| Stonebridge Financial Group, LLC | 2,378 | $128.1K | 0.01% | +2,378 | New |
| First Financial Corp | 2,300 | $123.9K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,277 | $122.7K | 0.03% | +2+0.1% | Added |
| Aventura Private Wealth, LLC | 2,231 | $120.2K | 0.06% | +2,231 | New |
| Independence Bank of Kentucky | 2,176 | $117.2K | 0.02% | −570−20.8% | Reduced |
| Penserra Capital Management LLC | 2,196 | $117.0K | 0.00% | +2,127+3,082.6% | Added |
| Duncker Streett & Co Inc | 2,135 | $115.0K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,030 | $109.3K | 0.08% | +2,030 | New |
| Laurel Wealth Advisors LLC | 2,003 | $107.9K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,000 | $107.7K | 0.05% | −400−16.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,000 | $107.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 1,993 | $107.3K | 0.04% | −52−2.5% | Reduced |
| Evolution Advisers, Inc. | 1,990 | $107.0K | 0.06% | +18+0.9% | Added |
| Union Savings Bank | 1,945 | $104.8K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,853 | $99.8K | 0.03% | +23+1.3% | Added |
| Asset Planning,Inc | 1,839 | $99.0K | 0.08% | +1,839 | New |
| Deseret Mutual Benefit Administrators | 1,827 | $98.4K | 0.05% | −23−1.2% | Reduced |
| City State Bank | 1,806 | $97.3K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,757 | $94.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,753 | $94.5K | 0.02% | +1,284+273.8% | Added |
| Venturi Wealth Management, LLC | 1,742 | $93.8K | 0.00% | +641+58.2% | Added |
| Federated Hermes, Inc. | 1,710 | $92.1K | 0.00% | −2,310,871−99.9% | Reduced |
| Sawyer & Company, Inc | 1,704 | $92.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,676 | $90.3K | 0.00% | −160−8.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,655 | $89.1K | 0.02% | −364−18.0% | Reduced |
| Decker Retirement Planning Inc. | 1,634 | $88.0K | 0.05% | +1,634 | New |
| Riggs Asset Managment Co. Inc. | 1,612 | $86.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,608 | $86.6K | 0.01% | −245−13.2% | Reduced |
| Silvant Capital Management LLC | 1,591 | $85.7K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1,574 | $84.7K | 0.08% | +1,574 | New |
| Hazlett, Burt & Watson, Inc. | 1,525 | $83.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,517 | $81.7K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,504 | $81.0K | 0.05% | +217+16.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,500 | $80.8K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,490 | $80.3K | 0.02% | −2,276−60.4% | Reduced |
| WealthTrak Capital Management LLC | 1,488 | $80.1K | 0.07% | +1,488 | New |
| Harbor Investment Advisory, LLC | 1,430 | $77.0K | 0.01% | +7+0.5% | Added |
| Valley National Advisers Inc | 1,401 | $75.0K | 0.01% | −200−12.5% | Reduced |
| FWL Investment Management, LLC | 1,390 | $74.9K | 0.03% | −750−35.0% | Reduced |
| Eisler Capital Management Ltd. | 1,355 | $73.7K | 0.00% | +1,355 | New |
| Princeton Global Asset Management LLC | 1,325 | $71.4K | 0.01% | +16+1.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,287 | $69.3K | 0.03% | +563+77.8% | Added |
| Coastline Trust Co | 1,272 | $68.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,265 | $68.1K | 0.00% | +1,265 | New |
| Caitong International Asset Management Co., Ltd | 1,263 | $68.0K | 0.07% | +1,263 | New |
| Logan Capital Management Inc | 1,261 | $67.9K | 0.00% | +11+0.9% | Added |
| Grove Bank & Trust | 1,258 | $67.8K | 0.01% | +48+4.0% | Added |
| Bruce G. Allen Investments, LLC | 1,232 | $66.4K | 0.05% | +117+10.5% | Added |
| CKW Financial Group | 1,200 | $65.0K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,200 | $64.6K | 0.07% | +1,200 | New |
| Addison Advisors LLC | 1,179 | $63.5K | 0.02% | −31−2.6% | Reduced |
| SIMA Wealth Partners, LLC | 1,154 | $62.1K | 0.05% | +165+16.7% | Added |
| Millstone Evans Group, LLC | 1,142 | $61.5K | 0.04% | +1,142 | New |
| ORG Partners LLC | 1,140 | $61.4K | 0.01% | +42+3.8% | Added |
| Private Wealth Management Group, LLC | 1,127 | $60.7K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,108 | $59.7K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 1,101 | $59.3K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,099 | $59.2K | 0.01% | +10+0.9% | Added |
| Bank of Jackson Hole Trust | 1,092 | $58.8K | 0.04% | +1,092 | New |
| Pinnacle Bancorp, Inc. | 1,087 | $58.5K | 0.02% | −249−18.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,064 | $57.3K | 0.01% | −48−4.3% | Reduced |
| Beacon Capital Management, LLC | 1,045 | $56.3K | 0.01% | +12+1.2% | Added |
| Financial Management Professionals, Inc. | 1,039 | $56.0K | 0.01% | −24−2.3% | Reduced |
| Oarsman Capital, Inc. | 1,036 | $55.8K | 0.01% | −50−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 1,031 | $55.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,113 | $54.6K | 0.02% | −26−2.3% | Reduced |
| Atwood & Palmer Inc | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,000 | $53.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 979 | $52.7K | 0.01% | −36−3.5% | Reduced |
| Byrne Asset Management LLC | 950 | $51.2K | 0.04% | −150−13.6% | Reduced |
| Gleason Group, Inc. | 937 | $50.5K | 0.01% | +11+1.2% | Added |
| GW&K Investment Management, LLC | 931 | $50.0K | 0.00% | +26+2.9% | Added |
| SWAN Capital LLC | 922 | $49.7K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 916 | $49.3K | 0.00% | +862+1,596.3% | Added |
| MeadowBrook Investment Advisors LLC | 900 | $48.5K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 900 | $48.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 896 | $48.3K | 0.03% | +896 | New |
| Slocum, Gordon & Co LLP | 895 | $48.2K | 0.04% | −39,937−97.8% | Reduced |
| Canton Hathaway, LLC | 900 | $48.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $48.0K | 0.02% | +900 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $46.9K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 857 | $46.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 841 | $45.3K | 0.02% | −47,335−98.3% | Reduced |
| Missouri Trust & Investment Co | 825 | $44.4K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 819 | $44.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 781 | $42.1K | 0.00% | −629−44.6% | Reduced |