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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 19,005 | $1.02M | 0.03% | +5,217+37.8% | Added |
| Marietta Investment Partners LLC | 18,884 | $1.02M | 0.22% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 18,865 | $1.02M | 0.66% | −842−4.3% | Reduced |
| Cohen Klingenstein LLC | 18,700 | $1.01M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 18,671 | $1.01M | 0.07% | +71+0.4% | Added |
| Farmers & Merchants Investments Inc | 18,639 | $1.00M | 0.03% | −212−1.1% | Reduced |
| PBMares Wealth Management LLC | 18,631 | $1.00M | 0.21% | +116+0.6% | Added |
| Ronald Blue Trust, Inc. | 18,588 | $1.00M | 0.01% | −1,784−8.8% | Reduced |
| Vise Technologies, Inc. | 18,479 | $995.3K | 0.08% | +4,588+33.0% | Added |
| Platform Technology Partners | 18,330 | $987.3K | 0.30% | +905+5.2% | Added |
| Thomasville National Bank | 18,308 | $986.1K | 0.07% | +1,000+5.8% | Added |
| Kovitz Investment Group Partners, LLC | 18,216 | $981.2K | 0.00% | +1,263+7.5% | Added |
| NovaPoint Capital, LLC | 18,100 | $974.9K | 0.30% | +2,872+18.9% | Added |
| Mason & Associates, LLC | 18,072 | $973.4K | 0.29% | +4,008+28.5% | Added |
| EverSource Wealth Advisors, LLC | 18,060 | $972.7K | 0.05% | −1,014−5.3% | Reduced |
| Cornerstone Wealth Group, LLC | 18,027 | $971.0K | 0.08% | +572+3.3% | Added |
| TCG Advisory Services, LLC | 18,027 | $971.0K | 0.04% | −4,321−19.3% | Reduced |
| Highview Capital Management LLC | 18,015 | $970.3K | 0.37% | +1,456+8.8% | Added |
| Rbo & Co LLC | 17,976 | $968.2K | 0.16% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 17,951 | $966.8K | 0.67% | +1,191+7.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,951 | $966.8K | 0.03% | +4,103+29.6% | Added |
| Intech Investment Management LLC | 17,797 | $958.5K | 0.01% | −13,905−43.9% | Reduced |
| Woodstock Corp | 17,769 | $957.0K | 0.09% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 17,634 | $949.8K | 0.26% | +2,466+16.3% | Added |
| Waters Parkerson & Co., LLC | 17,626 | $949.4K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 17,593 | $947.6K | 0.02% | −1,372−7.2% | Reduced |
| Frank, Rimerman Advisors LLC | 17,289 | $931.2K | 0.07% | +601+3.6% | Added |
| Elmwood Wealth Management, Inc. | 17,279 | $930.6K | 0.38% | −771−4.3% | Reduced |
| Umb Bank N A | 17,273 | $930.3K | 0.01% | +649+3.9% | Added |
| Teza Capital Management LLC | 17,108 | $921.4K | 0.14% | +17,108 | New |
| Global Financial Private Client, LLC | 17,093 | $920.7K | 0.35% | +4,672+37.6% | Added |
| Trust Co of Vermont | 17,078 | $919.8K | 0.04% | −985−5.5% | Reduced |
| Steel Peak Wealth Management LLC | 17,039 | $917.7K | 0.04% | +1,599+10.4% | Added |
| Meketa Investment Group Inc | 17,009 | $916.1K | 2.05% | +17,009 | New |
| B. Metzler seel. Sohn & Co. AG | 16,950 | $912.9K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,950 | $912.9K | 0.05% | +10,754+173.6% | Added |
| Spirit of America Management Corp | 16,850 | $907.5K | 0.18% | +1,750+11.6% | Added |
| United Asset Strategies, Inc. | 16,811 | $905.5K | 0.08% | −49−0.3% | Reduced |
| Donaldson Capital Management, LLC | 16,762 | $902.8K | 0.03% | +247+1.5% | Added |
| Mediolanum International Funds Ltd | 16,675 | $896.1K | 0.01% | +3,413+25.7% | Added |
| Beacon Pointe Advisors, LLC | 16,602 | $894.2K | 0.01% | −5,519−24.9% | Reduced |
| Signaturefd, LLC | 16,578 | $892.9K | 0.02% | −118−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 16,506 | $889.0K | 0.20% | +594+3.7% | Added |
| Greenleaf Trust | 16,497 | $888.5K | 0.01% | +349+2.2% | Added |
| Paradigm Financial Partners, LLC | 16,435 | $885.2K | 0.11% | −502−3.0% | Reduced |
| Vident Advisory, LLC | 16,380 | $882.3K | 0.02% | +2,806+20.7% | Added |
| Simmons Bank | 16,310 | $878.5K | 0.06% | −1,155−6.6% | Reduced |
| Claris Financial LLC | 16,302 | $878.0K | 0.58% | +16,302 | New |
| Empowered Funds, LLC | 16,227 | $874.0K | 0.01% | +1,767+12.2% | Added |
| Essex Financial Services, Inc. | 16,158 | $870.3K | 0.06% | −1,435−8.2% | Reduced |
| AlphaStar Capital Management, LLC | 16,128 | $868.7K | 0.09% | +3,120+24.0% | Added |
| Innovative Wealth Building LLC | 16,113 | $867.8K | 0.78% | +16,113 | New |
| First Horizon Advisors, Inc. | 16,066 | $865.4K | 0.02% | −153−0.9% | Reduced |
| Plan Group Financial, LLC | 16,049 | $864.4K | 0.46% | +1,249+8.4% | Added |
| Chesley Taft & Associates LLC | 16,020 | $862.8K | 0.04% | +23+0.1% | Added |
| EP Wealth Advisors, LLC | 15,975 | $860.4K | 0.01% | +6,654+71.4% | Added |
| Prime Capital Investment Advisors, LLC | 15,882 | $855.4K | 0.01% | +242+1.5% | Added |
| Dover Advisors, LLC | 15,844 | $853.4K | 0.49% | +86+0.5% | Added |
| Horizon Investments, LLC | 15,827 | $852.4K | 0.02% | +294+1.9% | Added |
| Verus Financial Partners, Inc. | 15,956 | $851.9K | 0.10% | +848+5.6% | Added |
| Principal Securities, Inc. | 15,799 | $850.9K | 0.02% | +590+3.9% | Added |
| MAI Capital Management | 15,749 | $848.3K | 0.01% | −5,603−26.2% | Reduced |
| Blue Edge Capital, LLC | 15,700 | $845.6K | 0.13% | −9−0.1% | Reduced |
| TownSquare Capital, LLC | 15,671 | $844.0K | 0.01% | −12−0.1% | Reduced |
| Haverford Trust Co | 15,637 | $842.2K | 0.01% | −7,146−31.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,621 | $841.3K | 0.06% | +15,621 | New |
| Culbertson A N & Co Inc | 15,582 | $839.2K | 0.13% | −2,054−11.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,581 | $839.2K | 0.05% | −2,619−14.4% | Reduced |
| Exencial Wealth Advisors, LLC | 15,518 | $835.8K | 0.03% | −288−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 15,507 | $835.2K | 0.02% | +7,072+83.8% | Added |
| Arrow Financial Corp | 15,506 | $835.2K | 0.08% | −786−4.8% | Reduced |
| Prosperity Consulting Group, LLC | 15,505 | $835.1K | 0.06% | +140+0.9% | Added |
| Valeo Financial Advisors, LLC | 15,410 | $830.0K | 0.02% | −326−2.1% | Reduced |
| First National Trust Co | 15,342 | $826.3K | 0.03% | −1,309−7.9% | Reduced |
| Stonegate Investment Group, LLC | 15,321 | $825.2K | 0.02% | +243+1.6% | Added |
| Proequities, Inc. | 15,539 | $822.5K | 0.05% | −1,092−6.6% | Reduced |
| Founders Financial Alliance, LLC | 15,170 | $817.1K | 0.22% | +69+0.5% | Added |
| Patten Group, Inc. | 15,100 | $813.3K | 0.18% | −3,735−19.8% | Reduced |
| Acorn Financial Advisory Services Inc | 15,055 | $810.9K | 0.13% | +389+2.7% | Added |
| Prudential PLC | 15,050 | $810.6K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 15,013 | $808.6K | 0.06% | −512−3.3% | Reduced |
| Cito Capital Group, LLC | 15,000 | $808.0K | 0.30% | +15,000 | New |
| Excalibur Management Corp | 14,864 | $800.6K | 0.32% | +20.0% | Added |
| Eagle Harbor Asset Management Inc | 14,846 | $799.6K | 0.80% | −3,346−18.4% | Reduced |
| Vista Investment Management | 14,806 | $797.5K | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,784 | $796.2K | 0.01% | +392+2.7% | Added |
| Heritage Wealth Advisors | 14,748 | $794.3K | 0.04% | +114+0.8% | Added |
| San Luis Wealth Advisors LLC | 14,644 | $789.0K | 0.15% | +2,206+17.7% | Added |
| Whitener Capital Management, Inc. | 14,623 | $787.6K | 0.22% | +30.0% | Added |
| Azimuth Capital Investment Management LLC | 14,441 | $777.8K | 0.03% | −4,050−21.9% | Reduced |
| FineMark National Bank & Trust | 14,412 | $776.2K | 0.03% | +90+0.6% | Added |
| Marco Investment Management LLC | 14,389 | $775.0K | 0.07% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,309 | $770.7K | 0.25% | +14,309 | New |
| Balyasny Asset Management LLC | 14,264 | $768.3K | 0.00% | −626,989−97.8% | Reduced |
| Cornerstone Planning, LLC | 14,090 | $758.9K | 0.29% | +14,090 | New |
| 111 Capital | 14,084 | $758.6K | 0.16% | +14,084 | New |
| TCI Wealth Advisors, Inc. | 14,076 | $758.1K | 0.06% | +243+1.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 14,014 | $754.8K | 0.47% | +303+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 13,965 | $752.2K | 0.00% | +3,101+28.5% | Added |
| Meridian Financial Partners LLC | 13,970 | $752.0K | 0.40% | +219+1.6% | Added |