DOMINION ENERGY, INC (D) — Institutional Holders, Q2 2026 (page 11)
1,555 institutional investment managers reported a D position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $48.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
D 13F holders ranked 1,001–1,100 of 1,555
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | FIRST CITIZENS BANK#1001 · 4,823 sh | 4,823 | $329.4K | — | +23.4% |
| 1002 | GREAT VALLEY ADVISOR GROUP#1002 · 4,814 sh | 4,814 | $328.9K | <0.01% | -14.2% |
| 1003 | Resonant Capital Advisors#1003 · 4,811 sh | 4,811 | $328.5K | — | +8.0% |
| 1004 | Rench Wealth Management#1004 · 4,805 sh | 4,805 | $328.1K | 0.09% | -7.1% |
| 1005 | Three Bearings Fiduciary Advisors#1005 · 4,804 sh | 4,804 | $328.1K | 0.29% | +0.8% |
| 1006 | AVITY INVESTMENT MANAGEMENT#1006 · 4,804 sh | 4,804 | $328.1K | — | New |
| 1007 | Aaron Wealth Advisors#1007 · 4,802 sh | 4,802 | $327.9K | — | New |
| 1008 | Citizens National Bank Department#1008 · 4,798 sh | 4,798 | $327.7K | 0.05% | -3.5% |
| 1009 | Bank#1009 · 4,794 sh | 4,794 | $327.4K | — | +25.4% |
| 1010 | Meridian Financial Advisors#1010 · 4,735 sh | 4,735 | $323.4K | — | +0.8% |
| 1011 | LAWSON KROEKER INVESTMENT MANAGEMENT#1011 · 4,730 sh | 4,730 | $323.0K | — | -8.9% |
| 1012 | Investment Partners Asset Management#1012 · 4,729 sh | 4,729 | $322.9K | — | 0.0% |
| 1013 | Penobscot Investment Management Company#1013 · 4,724 sh | 4,724 | $322.6K | — | 0.0% |
| 1014 | Arvest Bank Division#1014 · 4,712 sh | 4,712 | $321.8K | 0.02% | +9.5% |
| 1015 | PURSUIT WEALTH STRATEGIES#1015 · 4,704 sh | 4,704 | $321.3K | 0.42% | -5.7% |
| 1016 | Soltis Investment Advisors#1016 · 4,698 sh | 4,698 | $320.9K | — | +18.2% |
| 1017 | Northwest Bancshares#1017 · 4,679 sh | 4,679 | $319.5K | 0.06% | -6.4% |
| 1018 | WHITTIER#1018 · 4,610 sh | 4,610 | $319.3K | <0.01% | 0.0% |
| 1019 | HEADINVEST#1019 · 4,652 sh | 4,652 | $317.7K | 0.06% | -5.1% |
| 1020 | Sowell Financial Services#1020 · 4,650 sh | 4,650 | $317.5K | — | +0.4% |
| 1021 | Turtle Creek Wealth Advisors#1021 · 4,648 sh | 4,648 | $317.4K | — | +4.1% |
| 1022 | Legacy Financial Advisors#1022 · 4,577 sh | 4,577 | $312.6K | 0.04% | -49.8% |
| 1023 | Aull & Monroe Investment Management#1023 · 4,568 sh | 4,568 | $311.9K | — | +21.2% |
| 1024 | one8zero8#1024 · 4,559 sh | 4,559 | $311.3K | 0.06% | 0.0% |
| 1025 | BIP Wealth#1025 · 4,545 sh | 4,545 | $310.4K | — | -49.2% |
| 1026 | AMG National Bank#1026 · 4,543 sh | 4,543 | $310.2K | <0.01% | +14.3% |
| 1027 | Norris Financial Group#1027 · 4,530 sh | 4,530 | $309.4K | 0.12% | 0.0% |
| 1028 | Net Worth Advisory Group#1028 · 4,530 sh | 4,530 | $309.3K | — | -5.1% |
| 1029 | Altrius Capital Management#1029 · 4,507 sh | 4,507 | $307.8K | 0.06% | 0.0% |
| 1030 | Investment Planning Advisors#1030 · 4,499 sh | 4,499 | $307.2K | — | New |
| 1031 | Cobblestone Asset Management#1031 · 4,499 sh | 4,499 | $307.2K | — | -5.5% |
| 1032 | Aspect Partners#1032 · 4,476 sh | 4,476 | $305.7K | — | 0.0% |
| 1033 | SHELTON CAPITAL MANAGEMENT#1033 · 4,441 sh | 4,441 | $303.3K | <0.01% | -5.5% |
| 1034 | FLYNN ZITO CAPITAL MANAGEMENT#1034 · 4,407 sh | 4,407 | $300.9K | 0.08% | +0.7% |
| 1035 | Alpine Global Management#1035 · 4,402 sh | 4,402 | $300.6K | 0.05% | New |
| 1036 | Essex Savings Bank#1036 · 4,369 sh | 4,369 | $298.4K | — | -0.5% |
| 1037 | D.B. Root & Company#1037 · 4,369 sh | 4,369 | $298.3K | 0.06% | +3.6% |
| 1038 | Werba Rubin Papier Wealth Management#1038 · 4,344 sh | 4,344 | $296.7K | 0.04% | New |
| 1039 | Novak & Powell Financial Services#1039 · 4,340 sh | 4,340 | $296.4K | 0.14% | +0.6% |
| 1040 | CJM Wealth Advisers, Ltd.#1040 · 4,332 sh | 4,332 | $295.9K | — | -4.0% |
| 1041 | Second Half Financial Partners#1041 · 4,320 sh | 4,320 | $295.0K | 0.12% | 0.0% |
| 1042 | MISSION WEALTH MANAGEMENT#1042 · 4,313 sh | 4,313 | $294.6K | — | New |
| 1043 | Parkside Financial Bank#1043 · 4,312 sh | 4,312 | $294.5K | — | +100.8% |
| 1044 | Mint Tower Capital Management B.V.#1044 · 4,311 sh | 4,311 | $294.0K | 0.03% | New |
| 1045 | FIRST NATIONAL BANK & OF NEWTOWN#1045 · 4,250 sh | 4,250 | $294.0K | 0.06% | -24.3% |
| 1046 | CAMDEN NATIONAL BANK#1046 · 4,297 sh | 4,297 | $293.4K | 0.04% | 0.0% |
| 1047 | NorthCrest Asset Manangement#1047 · 4,224 sh | 4,224 | $293.3K | — | New |
| 1048 | EVOLVE PRIVATE WEALTH#1048 · 4,295 sh | 4,295 | $293.3K | 0.02% | -4.9% |
| 1049 | PDS Planning#1049 · 4,294 sh | 4,294 | $293.2K | 0.02% | +0.9% |
| 1050 | Fee-Only Financial Planning, L.C.#1050 · 4,285 sh | 4,285 | $292.6K | — | -2.3% |
| 1051 | Point#1051 · 4,285 sh | 4,285 | $292.6K | — | -9.8% |
| 1052 | Sterling Investment Counsel#1052 · 4,259 sh | 4,259 | $290.8K | — | 0.0% |
| 1053 | KING LUTHER CAPITAL MANAGEMENT#1053 · 4,249 sh | 4,249 | $290.2K | <0.01% | -1.6% |
| 1054 | Goldstein Advisors#1054 · 4,244 sh | 4,244 | $289.8K | — | +24.1% |
| 1055 | Investment Research Partners#1055 · 4,223 sh | 4,223 | $288.4K | — | +18.0% |
| 1056 | Fourth Dimension Wealth#1056 · 4,203 sh | 4,203 | $287.0K | 0.09% | -4.4% |
| 1057 | MSH Capital Advisors#1057 · 4,193 sh | 4,193 | $286.3K | 0.05% | -0.9% |
| 1058 | Alliance Wealth Advisors#1058 · 4,184 sh | 4,184 | $285.7K | — | 0.0% |
| 1059 | CAHABA WEALTH MANAGEMENT#1059 · 4,177 sh | 4,177 | $285.2K | — | -6.7% |
| 1060 | Heartwood Wealth Advisors#1060 · 4,169 sh | 4,169 | $284.7K | — | +23.7% |
| 1061 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1061 · 4,163 sh | 4,163 | $284.3K | — | +10.1% |
| 1062 | HOME FEDERAL BANK OF TENNESSEE#1062 · 4,150 sh | 4,150 | $283.4K | — | New |
| 1063 | Nadler Financial Group#1063 · 4,132 sh | 4,132 | $282.2K | — | 0.0% |
| 1064 | Pinnacle West Asset Management#1064 · 4,100 sh | 4,100 | $280.0K | 0.19% | 0.0% |
| 1065 | Evolution Advisers#1065 · 4,084 sh | 4,084 | $278.0K | 0.10% | +107.6% |
| 1066 | Steelhead Wealth Management#1066 · 4,078 sh | 4,078 | $278.0K | 0.11% | +3.5% |
| 1067 | Morningstar Investment Management#1067 · 4,492 sh | 4,492 | $277.7K | 0.02% | 0.0% |
| 1068 | Boltwood Capital Management#1068 · 4,065 sh | 4,065 | $277.6K | — | -2.0% |
| 1069 | PARK NATIONAL#1069 · 4,057 sh | 4,057 | $277.1K | — | -8.9% |
| 1070 | Violich Capital Management#1070 · 4,055 sh | 4,055 | $276.9K | — | 0.0% |
| 1071 | Bath Savings#1071 · 4,055 sh | 4,055 | $276.9K | — | New |
| 1072 | FIRST UNITED BANK#1072 · 4,054 sh | 4,054 | $276.8K | — | -1.4% |
| 1073 | MassMutual Private Wealth & , FSB#1073 · 4,037 sh | 4,037 | $275.7K | — | -3.4% |
| 1074 | Herold Advisors#1074 · 4,023 sh | 4,023 | $274.0K | — | 0.0% |
| 1075 | HARVEST MANAGEMENT#1075 · 4,000 sh | 4,000 | $273.2K | 0.11% | New |
| 1076 | Rithm Capital#1076 · 4,000 sh | 4,000 | $273.2K | 0.34% | New |
| 1077 | WealthPoint Financial#1077 · 3,984 sh | 3,984 | $272.1K | 0.20% | +9.0% |
| 1078 | SAPIENT CAPITAL#1078 · 3,983 sh | 3,983 | $272.0K | — | -58.0% |
| 1079 | Gladstone Institutional Advisory#1079 · 3,982 sh | 3,982 | $271.9K | <0.01% | -2.7% |
| 1080 | Heritage Wealth Management#1080 · 3,975 sh | 3,975 | $271.5K | 0.07% | -1.0% |
| 1081 | BLB&B Advisors#1081 · 3,974 sh | 3,974 | $271.4K | — | -3.9% |
| 1082 | Hamilton Wealth#1082 · 3,973 sh | 3,973 | $271.3K | 0.05% | -71.3% |
| 1083 | TOMPKINS FINANCIAL#1083 · 3,970 sh | 3,970 | $271.1K | — | 0.0% |
| 1084 | DRIVE WEALTH MANAGEMENT#1084 · 3,924 sh | 3,924 | $268.0K | 0.05% | +5.9% |
| 1085 | Old Port Advisors#1085 · 3,924 sh | 3,924 | $268.0K | — | +10.6% |
| 1086 | GENESIS PRIVATE WEALTH#1086 · 3,922 sh | 3,922 | $267.8K | 0.08% | +6.6% |
| 1087 | Fonville Wealth Management#1087 · 3,919 sh | 3,919 | $267.6K | — | +0.3% |
| 1088 | TRAPHAGEN INVESTMENT ADVISORS#1088 · 3,912 sh | 3,912 | $267.1K | — | New |
| 1089 | AdvisorNet Financial#1089 · 3,908 sh | 3,908 | $266.8K | — | +0.8% |
| 1090 | Meiji Yasuda Asset Management Ltd.#1090 · 3,891 sh | 3,891 | $265.7K | 0.01% | -9.3% |
| 1091 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#1091 · 3,885 sh | 3,885 | $265.3K | 0.07% | 0.0% |
| 1092 | EverSource Wealth Advisors#1092 · 3,886 sh | 3,886 | $265.3K | <0.01% | -46.8% |
| 1093 | Ifrah Financial Services#1093 · 3,873 sh | 3,873 | $264.5K | — | -0.7% |
| 1094 | LOS ANGELES CAPITAL MANAGEMENT#1094 · 3,873 sh | 3,873 | $264.5K | <0.01% | -69.3% |
| 1095 | WELCH & FORBES#1095 · 3,870 sh | 3,870 | $264.3K | <0.01% | 0.0% |
| 1096 | Modern Wealth Management#1096 · 3,864 sh | 3,864 | $263.9K | <0.01% | New |
| 1097 | Armstrong, Fleming & Moore#1097 · 3,859 sh | 3,859 | $263.5K | — | +0.2% |
| 1098 | North Star Investment Management#1098 · 3,852 sh | 3,852 | $263.1K | — | +0.4% |
| 1099 | Pines Wealth Management#1099 · 3,844 sh | 3,844 | $262.5K | — | -33.1% |
| 1100 | S&A Financial Services#1100 · 3,829 sh | 3,829 | $261.5K | 0.16% | -8.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.