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 |
|---|---|---|---|---|---|
| 1st Source Bank | 7,936 | $427.4K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,893 | $425.1K | 0.12% | +86+1.1% | Added |
| LRI Investments, LLC | 7,887 | $424.8K | 0.04% | +774+10.9% | Added |
| QRG Capital Management, Inc. | 7,884 | $424.6K | 0.00% | −105−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 7,864 | $423.6K | 0.01% | −250−3.1% | Reduced |
| Manchester Capital Management LLC | 7,829 | $421.7K | 0.05% | +4+0.1% | Added |
| Ameritas Advisory Services, LLC | 7,820 | $421.2K | 0.01% | −32−0.4% | Reduced |
| Passumpsic Savings Bank | 7,775 | $418.8K | 0.26% | +136+1.8% | Added |
| Central Bank & Trust Co | 7,762 | $418.1K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 7,745 | $417.1K | 0.11% | −1,317−14.5% | Reduced |
| RVW Wealth, LLC | 7,725 | $416.0K | 0.04% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 7,700 | $414.7K | 0.16% | −8−0.1% | Reduced |
| Catalyst Financial Partners LLC | 7,691 | $414.2K | 0.08% | +709+10.2% | Added |
| JBR Co Financial Management Inc | 7,675 | $413.4K | 0.25% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,669 | $413.1K | 0.00% | −5,841−43.2% | Reduced |
| Welch Group, LLC | 7,666 | $413.0K | 0.02% | −233−2.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,619 | $410.4K | 0.03% | +60+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,610 | $409.9K | 0.25% | −200−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,574 | $407.9K | 0.01% | −295−3.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,572 | $407.8K | 0.01% | −98−1.3% | Reduced |
| Quadrant Capital Group LLC | 7,551 | $406.7K | 0.03% | −680−8.3% | Reduced |
| Bridgefront Capital, LLC | 7,545 | $406.4K | 0.14% | −383−4.8% | Reduced |
| Sar Wealth Management Group, LLC | 7,490 | $403.4K | 0.27% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,466 | $402.1K | 0.02% | −207−2.7% | Reduced |
| Evermay Wealth Management LLC | 7,433 | $400.3K | 0.06% | +5,831+364.0% | Added |
| Concord Wealth Partners | 7,417 | $399.5K | 0.07% | +2,493+50.6% | Added |
| Cidel Asset Management Inc | 7,413 | $399.3K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 7,417 | $399.0K | 0.14% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 7,348 | $395.8K | 0.39% | +7,348 | New |
| ICW Investment Advisors LLC | 7,348 | $395.8K | 0.17% | −1,639−18.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,327 | $394.6K | 0.03% | +1,930+35.8% | Added |
| Cornerstone Advisory, LLC | 7,079 | $393.5K | 0.04% | −394−5.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,290 | $392.6K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 7,282 | $392.2K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 7,279 | $392.0K | 0.02% | +457+6.7% | Added |
| Pittenger & Anderson Inc | 7,250 | $390.5K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,248 | $390.4K | 0.01% | −116−1.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,199 | $387.8K | 0.06% | +1,279+21.6% | Added |
| Marcum Wealth, LLC | 7,190 | $387.2K | 0.03% | −273−3.7% | Reduced |
| Busey Wealth Management | 7,160 | $385.6K | 0.01% | +1,026+16.7% | Added |
| Koshinski Asset Management, Inc. | 7,134 | $384.2K | 0.03% | +263+3.8% | Added |
| Sunbelt Securities, Inc. | 7,110 | $383.0K | 0.03% | +761+12.0% | Added |
| Landscape Capital Management, L.L.C. | 7,042 | $379.3K | 0.04% | +7,042 | New |
| Terry L. Blaker | 7,014 | $377.8K | 0.01% | +575+8.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,000 | $377.0K | 0.31% | +2,000+40.0% | Added |
| Chiron Capital Management, LLC | 6,998 | $376.9K | 0.36% | −3,300−32.0% | Reduced |
| Stokes Family Office, LLC | 6,982 | $376.1K | 0.04% | −704−9.2% | Reduced |
| Private Wealth Partners, LLC | 6,945 | $374.1K | 0.03% | −250−3.5% | Reduced |
| Parsons Capital Management Inc | 6,939 | $373.7K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,932 | $373.4K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 6,922 | $372.8K | 0.01% | +1,007+17.0% | Added |
| Fragasso Group Inc. | 6,839 | $368.4K | 0.03% | −397−5.5% | Reduced |
| Smith Group Asset Management, LLC | 6,800 | $366.2K | 0.03% | +6,800 | New |
| Delta Financial Group, Inc. | 6,795 | $366.0K | 0.09% | −64−0.9% | Reduced |
| United Bank | 6,728 | $362.4K | 0.04% | −4,626−40.7% | Reduced |
| Wolverine Trading, LLC | 6,717 | $361.8K | 0.01% | +6,717 | New |
| FourThought Financial Partners, LLC | 6,711 | $361.5K | 0.04% | +6,711 | New |
| Vinva Investment Management Ltd | 6,678 | $359.7K | 0.01% | −10,590−61.3% | Reduced |
| Jarislowsky, Fraser Ltd | 6,651 | $358.2K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,625 | $356.8K | 0.07% | −8,856−57.2% | Reduced |
| St Germain D J Co Inc | 6,622 | $356.7K | 0.02% | −305−4.4% | Reduced |
| Abacus Planning Group, Inc. | 6,613 | $356.2K | 0.06% | −96−1.4% | Reduced |
| Montag A & Associates Inc | 6,611 | $356.1K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 6,598 | $355.4K | 0.06% | +271+4.3% | Added |
| International Private Wealth Advisors LLC | 6,572 | $354.0K | 0.35% | +145+2.3% | Added |
| Alpha Family Trust | 6,540 | $352.2K | 0.20% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,503 | $350.3K | 0.01% | +3,988+158.6% | Added |
| Concord Asset Management, LLC | 6,497 | $349.9K | 0.08% | +2,373+57.5% | Added |
| Diligent Investors, LLC | 6,455 | $347.7K | 0.08% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,440 | $346.8K | 0.09% | +3,128+94.4% | Added |
| Centurion Wealth Management LLC | 6,433 | $346.5K | 0.11% | −1,555−19.5% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,424 | $346.0K | 0.42% | +6,424 | New |
| Capital Analysts, LLC | 6,397 | $345.0K | 0.01% | +1,004+18.6% | Added |
| Smartleaf Asset Management LLC | 6,396 | $344.6K | 0.04% | +1,241+24.1% | Added |
| BLB&B Advisors, LLC | 6,393 | $344.3K | 0.02% | −830−11.5% | Reduced |
| Adirondack Trust Co | 6,391 | $344.2K | 0.13% | −526−7.6% | Reduced |
| Hantz Financial Services, Inc. | 6,360 | $343.0K | 0.01% | −2,412−27.5% | Reduced |
| Perigon Wealth Management, LLC | 6,176 | $340.1K | 0.01% | +2,296+59.2% | Added |
| ZWJ Investment Counsel Inc | 6,300 | $339.3K | 0.01% | +1,012+19.1% | Added |
| Farmers Trust Co | 6,293 | $338.9K | 0.06% | −75−1.2% | Reduced |
| Mystic Asset Management, Inc. | 6,252 | $336.7K | 0.09% | +398+6.8% | Added |
| Capital Management Corp | 6,236 | $335.9K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6,222 | $335.1K | 0.01% | +500+8.7% | Added |
| First United Bank Trust | 6,198 | $333.8K | 0.12% | −979−13.6% | Reduced |
| MWA Asset Management | 6,155 | $331.5K | 0.22% | +6,155 | New |
| Wedmont Private Capital | 6,207 | $331.4K | 0.02% | +461+8.0% | Added |
| Caldwell Sutter Capital, Inc. | 6,106 | $328.9K | 0.15% | −290−4.5% | Reduced |
| Private Client Services, LLC | 6,094 | $328.2K | 0.18% | −40−0.7% | Reduced |
| Blueprint Investment Partners LLC | 6,092 | $328.1K | 0.05% | +6,092 | New |
| XTX Topco Ltd | 6,070 | $326.9K | 0.03% | −18,358−75.2% | Reduced |
| Centre Asset Management, LLC | 6,053 | $326.0K | 0.07% | +432+7.7% | Added |
| Jaffetilchin Investment Partners, LLC | 6,039 | $325.3K | 0.02% | +1,453+31.7% | Added |
| Fruth Investment Management | 6,025 | $324.0K | 0.09% | −250−4.0% | Reduced |
| Hummer Financial Advisory Services Inc | 6,001 | $323.2K | 0.26% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,975 | $321.8K | 0.05% | −1,247−17.3% | Reduced |
| Brown Miller Wealth Management, LLC | 5,973 | $321.7K | 0.12% | +13+0.2% | Added |
| Trust Point Inc. | 5,973 | $321.7K | 0.02% | −565−8.6% | Reduced |
| Sheets Smith Wealth Management | 5,954 | $320.7K | 0.04% | −260−4.2% | Reduced |
| Edgestream Partners, L.P. | 5,920 | $318.9K | 0.01% | −35,951−85.9% | Reduced |
| IFC Advisors LLC | 5,901 | $317.8K | 0.07% | +5,901 | New |