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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $10.6K | 0.00% | −16−7.5% | Reduced |
| FSA Wealth Management LLC | 187 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 185 | $10.1K | 0.00% | +33+21.7% | Added |
| HBC Financial Services, PLLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 185 | $9.96K | 0.00% | +7+3.9% | Added |
| Ramirez Asset Management, Inc. | 166 | $8.94K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 162 | $8.73K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 159 | $8.56K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 160 | $8.55K | 0.01% | −225−58.4% | Reduced |
| Nemes Rush Group LLC | 154 | $8.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 153 | $8.24K | 0.00% | −8,275−98.2% | Reduced |
| Barrett & Company, Inc. | 150 | $8.08K | 0.00% | 00.0% | Unchanged |
| Trust Co | 150 | $8.08K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 149 | $8.03K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 147 | $7.92K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 145 | $7.79K | 0.00% | +145 | New |
| Highline Wealth Partners LLC | 142 | $7.63K | 0.00% | +11+8.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 136 | $7.33K | 0.01% | +136 | New |
| Fairscale Capital, LLC | 127 | $6.84K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $6.14K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 113 | $6.11K | 0.00% | −89−44.1% | Reduced |
| Stephens Consulting, LLC | 107 | $5.76K | 0.00% | +14+15.1% | Added |
| Mascoma Wealth Management LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 100 | $5.39K | 0.00% | +100 | New |
| Investment Management Corp | 100 | $5.38K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 98 | $5.28K | 0.00% | +65+197.0% | Added |
| Kozak & Associates, Inc. | 90 | $4.91K | 0.00% | +1+1.1% | Added |
| Ameriflex Group, Inc. | 87 | $4.84K | 0.00% | +87 | New |
| Carolina Wealth Advisors, LLC | 88 | $4.74K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 86 | $4.63K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 71 | $3.82K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 70 | $3.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $3.76K | 0.00% | −1,001−93.5% | Reduced |
| Valued Wealth Advisors LLC | 69 | $3.72K | 0.00% | +67+3,350.0% | Added |
| Raffa Wealth Management, LLC | 67 | $3.61K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 63 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 59 | $3.18K | 0.00% | +24+68.6% | Added |
| Thompson Investment Management, Inc. | 56 | $3.02K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 52 | $2.80K | 0.00% | +52 | New |
| Jackson, Grant Investment Advisers, Inc. | 46 | $2.48K | 0.00% | −63−57.8% | Reduced |
| Eagle Bay Advisors LLC | 46 | $2.48K | 0.00% | −50−52.1% | Reduced |
| Iron Horse Wealth Management, LLC | 45 | $2.42K | 0.00% | +15+50.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.37K | 0.00% | +44 | New |
| Atlas Capital Advisors LLC | 42 | $2.26K | 0.00% | +14+50.0% | Added |
| Cassady Schiller Wealth Management, LLC | 41 | $2.21K | 0.00% | +41 | New |
| Transce3nd, LLC | 40 | $2.15K | 0.00% | +40 | New |
| Morton Brown Family Wealth, LLC | 39 | $2.10K | 0.00% | −233−85.7% | Reduced |
| Wood Tarver Financial Group, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Global Trust Asset Management, LLC | 34 | $1.83K | 0.00% | −1,560−97.9% | Reduced |
| Tidemark, LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 29 | $1.56K | 0.00% | +29 | New |
| MPWM Advisory Solutions, LLC | 29 | $1.56K | 0.00% | +29 | New |
| Graney & King, LLC | 22 | $1.19K | 0.00% | +22 | New |
| NVWM, LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $969 | 0.00% | +18 | New |
| WPG Advisers, LLC | 14 | $754 | 0.00% | +14 | New |
| TFC Financial Management | 13 | $701 | 0.00% | −22−62.9% | Reduced |
| Fortis Group Advisors, LLC | 13 | $700 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $538 | 0.00% | +5+100.0% | Added |
| Parkworth Wealth Management, Inc. | 9 | $485 | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 9 | $485 | 0.00% | +9 | New |
| Activest Wealth Management | 8 | $431 | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 8 | $431 | 0.00% | +8 | New |
| West Branch Capital LLC | 6 | $324 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $162 | 0.00% | +3 | New |
| NBC Securities, Inc. | 1 | $87 | 0.01% | −3,133−100.0% | Reduced |
| Putney Financial Group LLC | 1 | $36 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 1 | $27 | 0.00% | +1 | New |
| Financial Life Planners | 0 | $11 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 5 | – | – | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −454,387−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −265,811−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −87,820−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −81,373−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −68,461−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −59,497−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −44,216−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −41,765−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,072−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −30,814−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −29,178−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,887−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −27,404−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,145−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −21,995−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −19,790−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −19,460−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −19,334−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,329−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −18,871−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,048−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −18,876−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,897−100.0% | Sold out |
| Innova Wealth Partners | 0 | $0 | 0.00% | −16,760−100.0% | Sold out |