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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 10,329 | $556.3K | 0.04% | +417+4.2% | Added |
| Garda Capital Partners LP | 10,319 | $555.8K | 0.45% | +10,319 | New |
| Salvus Wealth Management, LLC | 10,290 | $554.2K | 0.35% | +974+10.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,239 | $551.5K | 0.02% | −693−6.3% | Reduced |
| Skopos Labs, Inc. | 10,230 | $550.9K | 0.16% | +305+3.1% | Added |
| Heritage Trust Co | 10,204 | $549.6K | 0.06% | +10,204 | New |
| Summit Trail Advisors, LLC | 10,194 | $549.1K | 0.02% | +4,626+83.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,187 | $548.7K | 0.05% | −754−6.9% | Reduced |
| Commerzbank Aktiengesellschaft | 10,125 | $546.0K | 0.01% | +947+10.3% | Added |
| Modera Wealth Management, LLC | 10,112 | $544.6K | 0.01% | +563+5.9% | Added |
| HighPoint Advisor Group LLC | 9,773 | $543.9K | 0.03% | −228−2.3% | Reduced |
| Phoenix Wealth Advisors | 10,095 | $543.7K | 0.24% | +120+1.2% | Added |
| Eagle Ridge Investment Management | 10,090 | $543.4K | 0.05% | +319+3.3% | Added |
| Kovack Advisors, Inc. | 10,062 | $542.0K | 0.05% | −1,293−11.4% | Reduced |
| Glenview Trust Co | 10,006 | $538.9K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,626 | $538.1K | 0.03% | −18−0.2% | Reduced |
| Cypress Capital Group | 9,938 | $535.3K | 0.07% | −3,478−25.9% | Reduced |
| Buckingham Strategic Partners | 9,908 | $533.7K | 0.01% | −4,657−32.0% | Reduced |
| RiverFront Investment Group, LLC | 9,881 | $532.2K | 0.01% | +1,137+13.0% | Added |
| Capital Asset Advisory Services LLC | 9,720 | $532.0K | 0.03% | +393+4.2% | Added |
| HM Payson & Co | 9,841 | $530.0K | 0.01% | +404+4.3% | Added |
| Parallel Advisors, LLC | 9,833 | $529.6K | 0.01% | +664+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 9,818 | $528.8K | 0.00% | +228+2.4% | Added |
| Longfellow Investment Management Co LLC | 9,810 | $528.4K | 0.14% | −630−6.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,789 | $527.3K | 0.13% | +9,789 | New |
| Leavell Investment Management, Inc. | 9,759 | $525.6K | 0.03% | −543−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,695 | $522.2K | 0.01% | +361+3.9% | Added |
| Sagespring Wealth Partners, LLC | 9,678 | $521.2K | 0.01% | +9,678 | New |
| TFG Advisers LLC | 9,636 | $519.0K | 0.19% | +516+5.7% | Added |
| Oak Harbor Wealth Partners, LLC | 9,624 | $518.3K | 0.15% | +939+10.8% | Added |
| BancorpSouth Bank | 9,561 | $515.0K | 0.03% | +189+2.0% | Added |
| Chapman Financial Group, LLC | 9,560 | $514.9K | 0.41% | +9,560 | New |
| Fidelis Capital Partners, LLC | 9,139 | $514.7K | 0.05% | −127−1.4% | Reduced |
| Bryce Point Capital, LLC | 9,525 | $513.0K | 0.15% | +9,525 | New |
| Bearing Point Capital, LLC | 9,500 | $511.7K | 0.11% | +9,500 | New |
| Kingswood Wealth Advisors, LLC | 9,496 | $511.5K | 0.04% | −7,444−43.9% | Reduced |
| NorthRock Partners, LLC | 9,456 | $509.3K | 0.02% | −745−7.3% | Reduced |
| Triangle Securities Wealth Management | 9,405 | $506.6K | 0.13% | +410+4.6% | Added |
| Altfest L J & Co Inc | 9,351 | $503.6K | 0.06% | +9,351 | New |
| Legacy Financial Advisors, Inc. | 9,310 | $501.4K | 0.08% | +1,966+26.8% | Added |
| Renaissance Group LLC | 9,307 | $501.3K | 0.02% | −91−1.0% | Reduced |
| Teamwork Financial Advisors, LLC | 9,250 | $498.2K | 0.06% | +9,250 | New |
| Ethic Inc. | 9,184 | $494.6K | 0.01% | +3,797+70.5% | Added |
| Siemens Fonds Invest GmbH | 9,155 | $493.2K | 0.05% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 9,140 | $492.3K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,081 | $489.1K | 0.01% | +3,553+64.3% | Added |
| SS&H Financial Advisors, Inc. | 9,043 | $488.0K | 0.18% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,940 | $481.5K | 0.02% | −710−7.4% | Reduced |
| Eastern Bank | 8,902 | $479.5K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,839 | $476.1K | 0.01% | +283+3.3% | Added |
| United Advisor Group, LLC | 8,797 | $473.8K | 0.09% | −1,158−11.6% | Reduced |
| Bessemer Group Inc | 8,778 | $473.0K | 0.00% | +42+0.5% | Added |
| Insigneo Advisory Services, LLC | 8,723 | $469.8K | 0.05% | −692−7.3% | Reduced |
| Pointe Capital Management LLC | 8,700 | $468.6K | 0.27% | +257+3.0% | Added |
| Hardin Capital Partners, LLC | 8,684 | $467.7K | 0.28% | +240+2.8% | Added |
| Maridea Wealth Management LLC | 8,677 | $467.4K | 0.15% | +8,677 | New |
| 1620 Investment Advisors, Inc. | 8,675 | $467.2K | 0.35% | +273+3.2% | Added |
| VeraBank, N.A. | 8,669 | $466.9K | 0.13% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 8,666 | $466.8K | 0.19% | −173−2.0% | Reduced |
| Burney Co | 8,656 | $466.2K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 8,645 | $465.6K | 0.27% | +8,645 | New |
| Jump Financial, LLC | 8,639 | $465.3K | 0.01% | −26,168−75.2% | Reduced |
| Nations Financial Group Inc, | 8,636 | $465.2K | 0.03% | −1,250−12.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 8,619 | $464.0K | 0.20% | −792−8.4% | Reduced |
| Cigna Investments Inc | 8,601 | $463.0K | 0.08% | −81−0.9% | Reduced |
| Rowland & Co Investment Counsel | 8,560 | $461.1K | 0.10% | −79−0.9% | Reduced |
| Outfitter Financial LLC | 8,555 | $460.8K | 0.37% | −10−0.1% | Reduced |
| Hexagon Capital Partners LLC | 8,549 | $460.4K | 0.08% | −295−3.3% | Reduced |
| Centennial Wealth Advisory LLC | 8,532 | $459.5K | 0.18% | +893+11.7% | Added |
| Edge Capital Group, LLC | 8,496 | $457.6K | 0.02% | +8,496 | New |
| Ontario Teachers Pension Plan Board | 8,461 | $455.7K | 0.01% | −39,085−82.2% | Reduced |
| Premier Path Wealth Partners, LLC | 8,432 | $454.1K | 0.07% | −40−0.5% | Reduced |
| Headinvest, LLC | 8,407 | $452.8K | 0.09% | −517−5.8% | Reduced |
| Smith, Moore & Co. | 8,392 | $452.0K | 0.04% | +1,002+13.6% | Added |
| Alan B. Lancz & Associates, Inc. | 8,392 | $452.0K | 0.46% | −150−1.8% | Reduced |
| Richard W. Paul & Associates, LLC | 8,387 | $451.7K | 0.16% | +8,260+6,503.9% | Added |
| Hall Capital Management Co Inc | 8,361 | $450.3K | 0.21% | +8,361 | New |
| Wetherby Asset Management Inc | 8,343 | $449.4K | 0.02% | −3,081−27.0% | Reduced |
| Colonial Trust Co | 8,323 | $448.3K | 0.07% | −3,740−31.0% | Reduced |
| Lindbrook Capital, LLC | 8,305 | $447.3K | 0.04% | +1,402+20.3% | Added |
| Fiduciary Group LLC | 8,285 | $446.2K | 0.04% | −441−5.1% | Reduced |
| Hughes Financial Services, LLC | 8,240 | $443.8K | 0.09% | +8,240 | New |
| DiNuzzo Private Wealth, Inc. | 8,234 | $443.5K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,185 | $440.8K | 0.01% | −313−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 8,160 | $439.5K | 0.01% | −1,460−15.2% | Reduced |
| TD Private Client Wealth LLC | 8,158 | $439.4K | 0.01% | −23,034−73.8% | Reduced |
| Kidder Stephen W | 8,157 | $439.3K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,132 | $438.0K | 0.05% | −105−1.3% | Reduced |
| We Are One Seven, LLC | 8,128 | $437.8K | 0.02% | −550−6.3% | Reduced |
| Allianz SE | 8,120 | $437.4K | 0.01% | +6,020+286.7% | Added |
| Flow Traders U.S. LLC | 8,051 | $434.0K | 0.02% | +8,051 | New |
| Empire Financial Management Company, LLC | 8,054 | $433.8K | 0.14% | −400−4.7% | Reduced |
| Birchcreek Wealth Management, LLC | 8,051 | $433.6K | 0.27% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 8,007 | $431.3K | 0.08% | +597+8.1% | Added |
| Graver Capital Management, LLC | 8,000 | $430.9K | 0.45% | +8,000 | New |
| Cullen Capital Management LLC | 7,985 | $430.1K | 0.01% | −232−2.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,977 | $429.6K | 0.01% | +665+9.1% | Added |
| Vontobel Holding Ltd. | 7,969 | $429.2K | 0.00% | +1,235+18.3% | Added |
| Cobblestone Capital Advisors LLC | 7,961 | $428.8K | 0.02% | +175+2.2% | Added |
| Mainstay Capital Management LLC | 7,959 | $428.7K | 0.07% | 00.0% | Unchanged |