Skip to content
Disclosery

D DOMINION ENERGY INC

Follow

Stock (common), issuer CIK 715957

1,382 managers (1,408 13F filers) reported a position in D shares at 2025-03-31, 659,363,389 shares in all. 138 filers opened a position and 96 filers sold out during the quarter.

Managers
1,382
13F filers
1,408
New
138
Added
559
Reduced
462
Sold out
96
Shares held by filers
659,363,389

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAHABA WEALTH MANAGEMENT, INC.4,275$240K0.02%+10013F-HRTimeline
Novak & Powell Financial Services, Inc.4,254$239K0.15%+3413F-HRTimeline
Heritage Wealth Management, Inc.4,235$237K0.08%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,232$237K<0.01%+45113F-HRTimelineGroup
MSH Capital Advisors LLC4,225$237K0.07%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/4,218$237K0.15%-3413F-HRTimeline
Commonwealth Financial Services, LLC4,217$236K0.05%+713F-HRTimeline
Integrated Investment Consultants, LLC4,211$236K0.05%new13F-HR/ATimeline
David J Yvars Group4,208$236K0.19%-8713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,187$235K0.08%013F-HR/ATimeline
Boltwood Capital Management4,185$235K0.07%013F-HRTimeline
Nadler Financial Group, Inc.4,132$232K0.03%new13F-HRTimeline
Institute for Wealth Management, LLC.4,130$232K0.03%013F-HRTimeline
Ifrah Financial Services, Inc.4,103$230K0.07%-36413F-HRTimeline
SAX WEALTH ADVISORS, LLC4,092$229K0.02%new13F-HRTimeline
CIBC WORLD MARKET INC.4,080$229K<0.01%-69,23813F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,070$228K<0.01%-44613F-HRTimeline
Fee-Only Financial Planning, L.C.4,060$228K0.16%013F-HRTimeline
Old North State Trust, LLC4,206$227K0.14%013F-HRTimeline
Alliance Wealth Advisors, LLC4,048$227K0.13%-15013F-HRTimeline
Tranquility Partners, LLC4,046$227K0.09%+2213F-HRTimeline
INCEPTIONR LLC4,041$227K0.07%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,024$226K0.05%new13F-HRTimeline
MKT Advisors LLC4,424$225K0.11%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,006$225K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,996$224K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.3,984$223K0.04%+2113F-HRTimeline
Balboa Wealth Partners3,984$223K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC4,049$223K0.01%-1,64013F-HRTimeline
Eagle Strategies LLC3,969$223K0.04%+21013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,954$222K<0.01%-1013F-HRTimelineGroup
Hollow Brook Wealth Management LLC3,950$221K0.07%013F-HRTimeline
Armor Investment Advisors, LLC3,947$221K0.09%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,946$221K<0.01%new13F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…3,940$221K<0.01%+1,44313F-HRTimelineGroup
Ballast, Inc.3,938$221K0.06%013F-HRTimeline
SEARLE & CO.3,937$221K0.06%013F-HRTimeline
Keel Point, LLC3,926$220K0.02%new13F-HRTimeline
Prossimo Advisors, LLC3,932$220K0.17%new13F-HRTimeline
Summit Financial, LLC3,921$220K0.01%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,915$220K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,905$219K0.01%new13F-HRTimelineGroup
NFSG Corp3,898$219K0.05%-2,54213F-HRTimeline
Glass Jacobson Investment Advisors llc4,056$218K0.07%013F-HRTimeline
Welch & Forbes LLC3,870$217K<0.01%-10013F-HRTimeline
Continuum Advisory, LLC3,868$217K0.03%-2013F-HRTimeline
BOSTON FAMILY OFFICE LLC3,850$216K0.02%013F-HRTimeline
Bogart Wealth, LLC3,851$216K0.01%-713F-HRTimeline
SAPIENT CAPITAL LLC3,845$216K<0.01%-13713F-HRTimeline
CHAPIN DAVIS, INC.3,841$215K0.07%-25113F-HRTimeline
North Star Investment Management Corp.3,837$215K0.02%013F-HRTimeline
SYON CAPITAL LLC3,815$214K0.02%new13F-HRTimeline
Barnes Wealth Management Group, Inc3,801$213K0.14%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC3,788$212K0.11%-67313F-HRTimeline
Somerset Trust Co3,781$212K0.08%new13F-HRTimeline
WEALTH ALLIANCE, LLC3,779$212K0.03%+5813F-HRTimeline
Probity Advisors, Inc.3,774$212K0.04%013F-HRTimeline
Evercore Wealth Management, LLC3,762$211K<0.01%013F-HRTimeline
D.B. Root & Company, LLC3,756$211K0.07%+913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,741$210K0.01%new13F-HRTimeline
KFA Private Wealth Group, LLC3,735$209K0.07%new13F-HRTimeline
DRW Securities, LLC3,733$209K0.02%new13F-HRTimeline
Farmers National Bank3,730$209K0.06%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,728$209K<0.01%-81713F-HRTimeline
Penobscot Investment Management Company…3,725$209K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,700$207K0.1%013F-HRTimeline
Westover Capital Advisors, LLC3,700$207K0.05%new13F-HRTimeline
Widmann Financial Services, Inc.3,691$207K0.16%new13F-HRTimeline
RIA Advisory Group LLC3,678$206K0.07%new13F-HRTimeline
Nalls Sherbakoff Group, LLC3,675$206K0.17%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…3,688$206K0.03%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC3,672$206K0.02%-69513F-HRTimeline
Sandbox Financial Partners, LLC3,656$205K0.07%new13F-HRTimeline
Howard Capital Management Group, LLC3,635$204K0.02%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,919$204K0.02%-30913F-HRTimelineGroup
GeoWealth Management, LLC3,602$202K0.01%-90013F-HRTimeline
R Squared Ltd3,600$202K0.22%-1,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FOUNDERS GROVE WEALTH PARTNERS, LLC3,590$201K0.06%new13F-HRTimeline
Klingman & Associates, LLC3,583$201K0.01%new13F-HRTimeline
L2 Asset Management, LLC3,575$200K0.04%new13F-HRTimeline
VIKING FUND MANAGEMENT LLC3,500$196K0.03%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,464$194K0.03%-83513F-HRTimeline
Bank & Trust Co3,424$192K0.16%+2,32313F-HRTimeline
William B. Walkup & Associates, Inc.3,408$191K0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,352$188K0.08%+22813F-HRTimeline
Parkside Financial Bank & Trust3,328$187K0.02%+9113F-HRTimeline
Front Row Advisors LLC3,266$183K0.07%013F-HRTimeline
CVA Family Office, LLC3,248$182K0.03%+31913F-HRTimeline
Cascades Capital Asset Management, LLC3,215$180K0.1%new13F-HRTimeline
Arax Advisory Partners3,127$175K0.01%+12513F-HRTimeline
Sound Income Strategies, LLC3,055$171K0.01%+11613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,165$169K<0.01%013F-HRTimeline
Mechanics Financial Corp3,000$168K0.08%013F-HRTimeline
Newman Dignan & Sheerar, Inc.2,900$163K0.04%-1,40013F-HR/ATimeline
Wealth Advisors of Tampa Bay, LLC2,900$163K0.07%new13F-HRTimeline
WASHINGTON TRUST Co2,862$160K0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,825$158K0.12%-3013F-HRTimeline
Quent Capital, LLC2,805$157K0.02%-30513F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,793$157K0.04%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton2,749$154K0.04%-2413F-HRTimeline
HHM Wealth Advisors, LLC2,724$153K0.02%-19913F-HRTimeline
Oslo Pensjonsforsikring AS2,714$152K0.02%+1,78913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,690$151K0.01%-10013F-HRTimeline
MOTCO2,685$151K0.02%-18413F-HRTimeline
Cromwell Holdings LLC2,666$149K0.1%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,628$147K0.02%+87513F-HRTimeline
CNB Bank2,628$147K0.07%-1,98113F-HRTimeline
S.A. Mason LLC2,498$140K0.07%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,493$140K0.01%-30913F-HRTimelineGroup
Crews Bank & Trust2,469$138K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,432$136K<0.01%-83213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,430$136K0.01%013F-HRTimeline
Centerpoint Advisors, LLC2,430$136K0.05%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,412$135K0.06%+2913F-HRTimeline
Stonebridge Financial Group, LLC2,385$134K0.01%+713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,380$133K0.13%-2,63013F-HRTimeline
MJT & Associates Financial Advisory Gro…2,250$126K0.12%13F-HRTimeline
Aventura Private Wealth, LLC2,242$126K0.07%+1113F-HRTimeline
SITTNER & NELSON, LLC2,198$123K0.05%-35013F-HRTimeline
Independence Bank of Kentucky2,176$122K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC2,135$120K0.02%013F-HRTimeline
North Capital, Inc.2,062$116K0.11%13F-HRTimeline
Laurel Wealth Advisors LLC2,003$112K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,000$112K0.05%-30013F-HRTimeline
Washington Trust Advisors, Inc.2,000$112K0.01%013F-HRTimeline
Ransom Advisory, Ltd2,000$112K0.06%013F-HRTimeline
Evolution Advisers, Inc.2,000$110K0.06%+1013F-HRTimeline
LANARK FINANCIAL, INC.1,963$110K0.01%+1,96213F-HRTimeline
UNION SAVINGS BANK1,945$109K0.05%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,116$108K0.07%-1,34713F-HRTimeline
Avalon Trust Co1,887$106K0.01%+1,54713F-HRTimeline
Tradewinds Capital Management, LLC1,875$105K0.03%+2213F-HRTimeline
Asset Planning,Inc1,839$103K0.08%013F-HRTimeline
Deseret Mutual Benefit Administrators1,827$102K0.05%013F-HRTimeline
City State Bank1,806$101K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,757$98.5K0.02%13F-HRTimelineGroup
Sawyer & Company, Inc1,704$96K0.04%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,700$95.3K0.07%-3,90013F-HRTimeline
Cornerstone Advisors, LLC1,700$95.3K<0.01%-36,00013F-HRTimeline
POM Investment Strategies, LLC1,640$92K0.11%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,612$90.4K0.03%013F-HRTimeline
Crewe Advisors LLC1,608$90.2K0.01%013F-HRTimeline
Silvant Capital Management LLC1,591$89.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,585$88.9K<0.01%+92913F-HRTimeline
WINNACLE WEALTH LLC1,582$88.7K0.08%+813F-HRTimeline
Catalyst Capital Advisors LLC1,580$88.6K<0.01%-9613F-HRTimeline
Quarry LP1,578$88.5K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,525$86K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,533$86K0.02%+4313F-HRTimeline
Piscataqua Savings Bank1,517$85K0.08%013F-HRTimeline
WealthTrak Capital Management LLC1,498$84K0.07%+1013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,487$83.4K0.02%-16813F-HRTimeline
von Borstel & Associates, Inc.1,465$82K0.02%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,452$81.4K0.01%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,430$80.2K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,415$79K0.01%+1413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,390$77.9K0.03%013F-HRTimeline
Sachetta, LLC1,381$77.4K0.03%-61213F-HRTimeline
SIMPLEX TRADING, LLC1,386$77K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.1,351$75.8K0.06%-67913F-HRTimeline
Princeton Global Asset Management LLC1,340$75.2K0.01%+1513F-HRTimeline
Coastline Trust Co1,272$71.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC1,261$70.7K<0.01%013F-HRTimeline
Grove Bank & Trust1,258$70.5K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1,232$69.1K0.05%013F-HRTimeline
Parvin Asset Management, LLC1,200$67.3K0.08%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,198$67.2K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC1,186$66.5K0.02%+5913F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,167$65.4K0.02%+5413F-HRTimeline
Addison Advisors LLC1,160$65K0.02%-1913F-HRTimeline
Millstone Evans Group, LLC1,142$64K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.1,117$62.6K0.02%+3013F-HRTimeline
American Capital Advisory, LLC1,113$62.4K0.03%+513F-HRTimeline
SOA Wealth Advisors, LLC.1,109$62.2K0.01%+1013F-HRTimeline
2UniFi Bank1,092$61.8K0.04%013F-HRTimeline
Financial Management Professionals, Inc.1,092$61.2K0.01%+5313F-HRTimeline
GPS Wealth Strategies Group, LLC1,076$60.4K0.01%+1213F-HRTimeline
ORG Partners LLC1,062$59.7K0.01%-7813F-HRTimeline
Beacon Capital Management, LLC1,057$59.3K0.01%+1213F-HRTimeline
Glen Eagle Advisors, LLC1,031$57.8K0.01%013F-HRTimeline
ATWOOD & PALMER INC1,000$56.1K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC1,000$56.1K0.01%013F-HRTimeline
WEBSTER BANK, N. A.979$54.9K0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd961$54.4K0.01%-32613F-HRTimeline
Byrne Asset Management LLC950$53.3K0.04%013F-HRTimeline
Gleason Group, Inc.949$53.2K0.01%+1213F-HRTimeline
GW&K Investment Management, LLC930$52K<0.01%-113F-HRTimeline
SWAN Capital LLC922$51.7K0.02%013F-HRTimeline
Clearstead Trust, LLC915$51.3K0.01%+37713F-HRTimeline
MeadowBrook Investment Advisors LLC900$50.5K0.05%013F-HRTimeline
Compass Wealth Management LLC900$50.5K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC898$50.3K0.02%+213F-HRTimeline
Slocum, Gordon & Co LLP895$50.2K0.04%013F-HRTimeline
Canton Hathaway, LLC900$50K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…870$48.8K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC823$46.1K<0.01%+54113F-HRTimeline
Briaud Financial Planning Inc819$45K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC800$44.9K0.03%+50013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.785$44K<0.01%+513F-HRTimeline
OAKWORTH CAPITAL, INC.781$43.8K<0.01%013F-HRTimeline