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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.

Institutional holdersQ4 2024: 1,375 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2024: $35.0B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2024.

Institutions holding D in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MV Capital Management, Inc.780$42.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust776$41.8K0.02%00.0%Unchanged
McClarren Financial Advisors, Inc.768$41.0K0.12%+711+1,247.4%Added
Albion Financial Group758$40.8K0.00%+558+279.0%Added
Park Place Capital Corp751$40.5K0.01%−3,034−80.2%Reduced
Hoey Investments, Inc750$40.4K0.01%+750New
Raleigh Capital Management Inc.731$39.4K0.02%−10,312−93.4%Reduced
Kimelman & Baird, LLC730$39.3K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC705$38.0K0.00%−8−1.1%Reduced
Murphy & Mullick Capital Management Corp693$37.3K0.03%+693New
Capital Advisors, Ltd. LLC670$36.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC675$36.0K0.01%00.0%Unchanged
Larson Financial Group LLC656$35.3K0.00%+48+7.9%Added
FSC Wealth Advisors, LLC642$34.6K0.02%−145−18.4%Reduced
Center for Financial Planning, Inc.641$34.5K0.00%00.0%Unchanged
Peoples Bank640$34.5K0.02%−12,294−95.1%Reduced
Oliver Lagore Vanvalin Investment Group639$34.4K0.01%00.0%Unchanged
Rise Advisors, LLC634$34.1K0.02%+8+1.3%Added
Foster Dykema Cabot & Partners, LLC628$33.8K0.00%00.0%Unchanged
Old Second National Bank of Aurora604$32.5K0.01%+17+2.9%Added
Gen-Wealth Partners Inc601$32.4K0.01%−479−44.4%Reduced
Pillar Financial Advisors, LLC600$32.3K0.02%+600New
Atticus Wealth Management, LLC593$31.9K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC585$31.5K0.01%−47−7.4%Reduced
Frazier Financial Advisors, LLC563$30.3K0.02%+2+0.4%Added
Boyd Watterson Asset Management LLC557$30.0K0.01%00.0%Unchanged
Live Oak Investment Partners–$30.0K0.02%––
Johnson Financial Group, Inc.537$29.9K0.00%−3,878−87.8%Reduced
Morse Asset Management, Inc554$29.8K0.01%−12,150−95.6%Reduced
Navigoe, LLC550$29.0K0.03%+550New
Atlantic Trust, LLC538$29.0K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC579$28.4K0.02%00.0%Unchanged
Cary Street Partner Investment Advisory LLC520$28.0K0.02%−177,126−99.7%Reduced
Hemington Wealth Management536$28.0K0.01%+29+5.7%Added
CBIZ Investment Advisory Services, LLC519$28.0K0.00%+260+100.4%Added
Semmax Financial Advisors Inc.489$27.7K0.01%+38+8.4%Added
Zions Bancorporation, N.A.507$27.3K0.00%−44,976−98.9%Reduced
Roble, Belko & Company, Inc500$27.0K0.00%+500New
Riverview Trust Co501$27.0K0.02%00.0%Unchanged
Park Square Financial Group, LLC501$27.0K0.02%+501New
Hussman Strategic Advisors, Inc.500$26.9K0.01%00.0%Unchanged
Pacific Center for Financial Services500$26.9K0.01%00.0%Unchanged
Orion Capital Management LLC500$26.9K0.01%+500New
Fairway Wealth LLC500$26.9K0.01%+500New
Birchbrook, Inc.500$26.9K0.02%+500New
Van Hulzen Asset Management, LLC485$26.1K0.00%+485New
American National Bank482$26.0K0.00%+100+26.2%Added
Monetary Management Group Inc479$25.8K0.01%00.0%Unchanged
BankPlus Trust Department475$25.6K0.01%+475New
Cape Investment Advisory, Inc.471$25.4K0.01%+300+175.4%Added
Kayne Anderson Rudnick Investment Management LLC462$24.9K0.00%+378+450.0%Added
MCF Advisors LLC401$21.6K0.00%−7−1.7%Reduced
Synergy Financial Management, LLC373$21.6K0.00%+373New
Wingate Wealth Advisors, Inc.400$21.5K0.02%+400New
Wolff Wiese Magana LLC373$20.1K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC360$19.4K0.01%+360New
Roxbury Financial LLC329$19.4K0.02%+329New
Rakuten Securities, Inc.358$19.3K0.01%−22−5.8%Reduced
DecisionPoint Financial, LLC355$19.1K0.01%00.0%Unchanged
Sit Investment Associates Inc349$19.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc352$19.0K0.00%+32+10.0%Added
Archer Investment Corp344$18.5K0.00%+3+0.9%Added
Avalon Trust Co340$18.3K0.00%00.0%Unchanged
CGC Financial Services, LLC339$18.3K0.01%00.0%Unchanged
Hanson & Doremus Investment Management327$18.0K0.00%−369−53.0%Reduced
Plante Moran Financial Advisors, LLC328$17.7K0.00%00.0%Unchanged
West Financial Advisors, LLC326$17.6K0.00%00.0%Unchanged
Northwest Bank & Trust Co294$17.3K0.01%00.0%Unchanged
Gables Capital Management Inc.320$17.2K0.01%00.0%Unchanged
Sierra Ocean, LLC314$16.9K0.01%+314New
Operose Advisors LLC310$16.7K0.01%−1,265−80.3%Reduced
Bangor Savings Bank310$16.7K0.00%−53−14.6%Reduced
ESL Trust Services, LLC300$16.2K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC300$16.2K0.01%00.0%Unchanged
South Plains Financial, Inc.295$15.9K0.01%+295New
Quest 10 Wealth Builders, Inc.289$15.6K0.02%+289New
Golden State Wealth Management, LLC282$15.2K0.00%+282New
JFS Wealth Advisors, LLC282$15.2K0.00%−68−19.4%Reduced
Bare Financial Services, Inc282$15.2K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC280$15.1K0.01%00.0%Unchanged
Abound Wealth Management276$14.9K0.00%+4+1.5%Added
Hurley Capital, LLC263$14.7K0.01%+263New
S&T Bank262$14.1K0.00%+262New
Farmers & Merchants Trust Co of Chambersburg PA260$14.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.251$13.5K0.00%−3−1.2%Reduced
Pineridge Advisors LLC251$13.5K0.01%00.0%Unchanged
Legacy Bridge, LLC245$13.2K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC243$13.1K0.01%00.0%Unchanged
Cornerstone Planning Group LLC233$13.0K0.00%+18+8.4%Added
Pingora Partners LLC235$12.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC230$12.4K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC232$12.0K0.01%−429−64.9%Reduced
Perritt Capital Management Inc215$11.6K0.01%+2+0.9%Added
Winch Advisory Services, LLC215$11.6K0.00%+2+0.9%Added
Dunhill Financial, LLC213$11.5K0.01%−355−62.5%Reduced
Creative Financial Designs Inc211$11.3K0.00%−153−42.0%Reduced
Westside Investment Management, Inc.210$11.3K0.00%00.0%Unchanged
Avion Wealth213$11.0K0.00%−3−1.4%Reduced
Bollard Group LLC198$11.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC200$10.8K0.01%00.0%Unchanged