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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 13,965 | $752.0K | 0.04% | +13,965 | New |
| Global Retirement Partners, LLC | 13,931 | $750.3K | 0.02% | −492−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 13,901 | $748.7K | 0.05% | −1,070−7.1% | Reduced |
| TCTC Holdings, LLC | 13,781 | $742.2K | 0.03% | +123+0.9% | Added |
| Shelton Wealth Management, LLC | 13,770 | $741.7K | 0.41% | +2,034+17.3% | Added |
| Aviva PLC | 13,768 | $741.5K | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 13,760 | $741.1K | 0.16% | +13,760 | New |
| Dominguez Wealth Management Solutions, Inc. | 13,719 | $738.9K | 0.54% | −5,449−28.4% | Reduced |
| South State Corp. | 13,439 | $723.8K | 0.05% | −689−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,431 | $723.4K | 0.03% | −20−0.1% | Reduced |
| Brown Brothers Harriman & Co | 13,429 | $723.3K | 0.01% | −5,710−29.8% | Reduced |
| Nilsine Partners, LLC | 13,405 | $722.0K | 0.08% | +13,405 | New |
| Wealthspire Advisors, LLC | 13,384 | $720.9K | 0.01% | −1,649−11.0% | Reduced |
| Archford Capital Strategies, LLC | 13,382 | $720.8K | 0.11% | +40.0% | Added |
| Bay Capital Advisors, LLC | 13,339 | $718.4K | 0.58% | +13,339 | New |
| Ballentine Partners, LLC | 13,216 | $711.8K | 0.01% | −721−5.2% | Reduced |
| MEMBERS Trust Co | 13,135 | $707.5K | 0.02% | +10.0% | Added |
| Vista Investment Partners LLC | 13,130 | $707.2K | 0.22% | −90−0.7% | Reduced |
| HBW Advisory Services LLC | 12,961 | $698.1K | 0.10% | −2,463−16.0% | Reduced |
| First County Bank | 12,938 | $696.8K | 0.39% | −6,061−31.9% | Reduced |
| Hilltop Holdings Inc. | 12,856 | $692.4K | 0.04% | −3,163−19.7% | Reduced |
| Charter Trust Co | 12,855 | $692.4K | 0.05% | −403−3.0% | Reduced |
| Jeppson Wealth Management, LLC | 12,826 | $690.8K | 0.25% | +359+2.9% | Added |
| Navalign, LLC | 12,807 | $689.8K | 0.20% | +12,807 | New |
| Danske Bank A/S | 12,800 | $689.4K | 0.00% | +5,500+75.3% | Added |
| Liberty One Investment Management, LLC | 12,799 | $689.3K | 0.07% | −2,164−14.5% | Reduced |
| PFG Investments, LLC | 12,757 | $687.1K | 0.04% | −140−1.1% | Reduced |
| Keystone Financial Group | 12,734 | $686.5K | 0.07% | +366+3.0% | Added |
| Savant Capital, LLC | 12,736 | $686.0K | 0.01% | +515+4.2% | Added |
| CoreCap Advisors, LLC | 12,587 | $677.9K | 0.03% | +1,430+12.8% | Added |
| Aptus Capital Advisors, LLC | 12,570 | $677.0K | 0.01% | +3,251+34.9% | Added |
| Main Street Group, LTD | 12,552 | $676.0K | 0.25% | −1,641−11.6% | Reduced |
| Chickasaw Capital Management LLC | 12,544 | $676.0K | 0.03% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 12,477 | $672.0K | 0.04% | +12,477 | New |
| Miller Financial Services LLC | 12,476 | $672.0K | 0.57% | +12,476 | New |
| MUFG Securities Americas Inc. | 12,400 | $667.9K | 0.08% | +12,400 | New |
| Marex Group plc | 12,366 | $666.0K | 0.01% | +1,866+17.8% | Added |
| My Legacy Advisors, LLC | 12,400 | $665.2K | 0.26% | +276+2.3% | Added |
| Sciencast Management LP | 12,336 | $664.4K | 0.18% | +12,336 | New |
| Equitable Holdings, Inc. | 12,237 | $659.1K | 0.01% | +352+3.0% | Added |
| Merit Financial Group, LLC | 12,216 | $658.0K | 0.01% | +2,175+21.7% | Added |
| Saturna Capital CORP | 12,200 | $657.1K | 0.01% | +1,800+17.3% | Added |
| V-Square Quantitative Management LLC | 12,191 | $656.6K | 0.09% | +655+5.7% | Added |
| Adams Wealth Management | 12,166 | $654.9K | 0.13% | +2,353+24.0% | Added |
| CacheTech Inc. | 12,166 | $654.9K | 0.12% | +2,353+24.0% | Added |
| Harbour Investments, Inc. | 12,156 | $654.7K | 0.02% | −645−5.0% | Reduced |
| Linscomb & Williams, Inc. | 12,133 | $653.5K | 0.03% | −18−0.1% | Reduced |
| Campbell Wealth Management | 12,111 | $652.0K | 0.06% | +1,204+11.0% | Added |
| Holderness Investments Co | 12,044 | $648.7K | 0.14% | −313−2.5% | Reduced |
| Csenge Advisory Group | 12,043 | $648.7K | 0.04% | −932−7.2% | Reduced |
| Venture Visionary Partners LLC | 11,998 | $646.3K | 0.03% | −1,685−12.3% | Reduced |
| Ingalls & Snyder LLC | 11,967 | $645.0K | 0.03% | −380−3.1% | Reduced |
| Stony Point Wealth Management Inc. | 11,970 | $644.7K | 0.26% | +1,915+19.0% | Added |
| Ti-Trust, Inc | 11,929 | $642.5K | 0.43% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,860 | $638.8K | 0.03% | +5,687+92.1% | Added |
| CAPROCK Group, Inc. | 11,793 | $635.2K | 0.02% | +2,157+22.4% | Added |
| Bokf, NA | 11,880 | $634.3K | 0.01% | −1,978−14.3% | Reduced |
| Foundations Investment Advisors, LLC | 11,763 | $633.6K | 0.01% | +365+3.2% | Added |
| TCW Group Inc | 11,748 | $632.7K | 0.01% | +294+2.6% | Added |
| Heritage Investors Management Corp | 11,710 | $631.0K | 0.02% | +807+7.4% | Added |
| Adalta Capital Management LLC | 11,700 | $630.2K | 0.33% | +5,200+80.0% | Added |
| Chemung Canal Trust Co | 11,644 | $627.1K | 0.13% | −190−1.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 11,638 | $626.8K | 0.03% | +54+0.5% | Added |
| J.W. Cole Advisors, Inc. | 11,630 | $626.4K | 0.03% | +257+2.3% | Added |
| Sumitomo Life Insurance Co | 11,617 | $625.7K | 0.01% | −425−3.5% | Reduced |
| SPC Financial, Inc. | 11,605 | $625.0K | 0.05% | −89−0.8% | Reduced |
| Caldwell Trust Co | 11,522 | $620.6K | 0.06% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 11,504 | $620.0K | 0.23% | −490−4.1% | Reduced |
| Parcion Private Wealth LLC | 11,484 | $618.5K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,429 | $615.6K | 0.03% | +67+0.6% | Added |
| Hendershot Investments Inc. | 11,408 | $614.5K | 0.08% | −300−2.6% | Reduced |
| Johnson Investment Counsel Inc | 11,393 | $613.6K | 0.01% | −965−7.8% | Reduced |
| Strive Asset Management, LLC | 11,373 | $612.5K | 0.46% | +11,373 | New |
| NTV Asset Management LLC | 11,278 | $607.4K | 0.08% | −232−2.0% | Reduced |
| Plimoth Trust Co LLC | 11,230 | $604.8K | 0.16% | −70−0.6% | Reduced |
| Anchor Investment Management, LLC | 11,204 | $603.4K | 0.06% | −1,403−11.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,200 | $603.2K | 0.06% | +11,200 | New |
| Good Life Advisors, LLC | 11,167 | $601.4K | 0.04% | −1,857−14.3% | Reduced |
| Mutual Advisors, LLC | 10,923 | $601.4K | 0.02% | +3,330+43.9% | Added |
| CWA Asset Management Group, LLC | 11,123 | $599.1K | 0.03% | +1,700+18.0% | Added |
| Scotia Capital Inc. | 11,102 | $598.0K | 0.00% | +2,205+24.8% | Added |
| Precedent Wealth Partners, LLC | 11,102 | $597.9K | 0.20% | −1,985−15.2% | Reduced |
| Pinnacle Financial Partners Inc | 10,995 | $597.6K | 0.01% | −130−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 11,163 | $593.9K | 0.04% | +4,613+70.4% | Added |
| 44 Wealth Management LLC | 10,892 | $586.6K | 0.23% | −616−5.4% | Reduced |
| Oxford Asset Management LLP | 10,870 | $585.5K | 0.26% | +10,870 | New |
| Stratos Wealth Advisors, LLC | 10,866 | $585.3K | 0.03% | −565−4.9% | Reduced |
| LongView Wealth Management | 10,866 | $585.2K | 0.18% | +97+0.9% | Added |
| BCGM Wealth Management, LLC | 10,832 | $583.4K | 0.19% | −896−7.6% | Reduced |
| Wedbush Securities Inc | 10,760 | $580.0K | 0.02% | +876+8.9% | Added |
| Horizon Kinetics Asset Management LLC | 10,750 | $579.0K | 0.01% | +2,500+30.3% | Added |
| Grimes & Company, Inc. | 10,658 | $574.0K | 0.02% | −252−2.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,658 | $574.0K | 0.19% | +10,658 | New |
| Midwest Professional Planners, LTD. | 10,648 | $573.5K | 0.17% | +168+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 10,603 | $571.1K | 0.01% | −68−0.6% | Reduced |
| Key Financial Inc | 10,593 | $570.5K | 0.13% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,568 | $569.2K | 0.01% | −4,900−31.7% | Reduced |
| Sharp Financial Services, LLC | 10,550 | $568.2K | 0.43% | +2,450+30.2% | Added |
| Geneos Wealth Management Inc. | 10,538 | $567.6K | 0.02% | −1,597−13.2% | Reduced |
| Ancora Advisors, LLC | 10,454 | $563.1K | 0.01% | −1,063−9.2% | Reduced |