DOMINION ENERGY, INC (D) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,555
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Family Legacy Financial Solutions#1201 · 3,120 sh | 3,120 | $213.1K | — | -79.0% |
| 1202 | Optas#1202 · 3,113 sh | 3,113 | $212.6K | 0.03% | -49.6% |
| 1203 | Deseret Mutual Benefit Administrators#1203 · 3,113 sh | 3,113 | $212.6K | 0.07% | -8.0% |
| 1204 | MBL Wealth#1204 · 3,109 sh | 3,109 | $212.3K | — | New |
| 1205 | Stonekeep Investments#1205 · 3,101 sh | 3,101 | $212.0K | — | New |
| 1206 | NorthStar Asset Management#1206 · 3,103 sh | 3,103 | $211.9K | 0.09% | New |
| 1207 | ENTRUST FINANCIAL#1207 · 3,074 sh | 3,074 | $209.9K | 0.14% | +0.5% |
| 1208 | IFC Advisors#1208 · 3,065 sh | 3,065 | $209.3K | 0.03% | New |
| 1209 | ORLEANS CAPITAL MANAGEMENT#1209 · 3,053 sh | 3,053 | $208.5K | 0.11% | New |
| 1210 | Waterloo Capital, L.P.#1210 · 3,050 sh | 3,050 | $208.3K | 0.01% | New |
| 1211 | Ipswich Investment Management#1211 · 3,050 sh | 3,050 | $208.3K | — | New |
| 1212 | DUDLEY CAPITAL MANAGEMENT#1212 · 3,047 sh | 3,047 | $208.1K | — | -6.1% |
| 1213 | FIDUCIENT ADVISORS#1213 · 3,032 sh | 3,032 | $207.1K | 0.03% | New |
| 1214 | Moss Adams Wealth Advisors#1214 · 3,029 sh | 3,029 | $206.8K | 0.01% | New |
| 1215 | WIN ADVISORS#1215 · 3,020 sh | 3,020 | $206.2K | 0.07% | New |
| 1216 | First Heartland Consultants#1216 · 3,016 sh | 3,016 | $206.0K | — | New |
| 1217 | Mechanics Financial#1217 · 3,000 sh | 3,000 | $204.9K | 0.07% | 0.0% |
| 1218 | Proficio Capital Partners#1218 · 2,991 sh | 2,991 | $204.3K | <0.01% | New |
| 1219 | Cascades Capital Asset Management#1219 · 2,990 sh | 2,990 | $204.2K | 0.08% | 0.0% |
| 1220 | FLPUTNAM INVESTMENT MANAGEMENT#1220 · 2,984 sh | 2,984 | $203.8K | <0.01% | New |
| 1221 | E Fund Management , Ltd.#1221 · 2,982 sh | 2,982 | $203.6K | <0.01% | New |
| 1222 | WealthTrust Axiom#1222 · 2,979 sh | 2,979 | $203.5K | 0.05% | New |
| 1223 | Steigerwald, Gordon & Koch#1223 · 2,978 sh | 2,978 | $203.3K | 0.02% | +0.2% |
| 1224 | Partners in Financial Planning#1224 · 2,973 sh | 2,973 | $203.0K | 0.03% | New |
| 1225 | Widmann Financial Services#1225 · 2,961 sh | 2,961 | $202.2K | 0.11% | -11.9% |
| 1226 | RB Capital Management#1226 · 2,961 sh | 2,961 | $202.2K | 0.04% | New |
| 1227 | Carolina Wealth Management#1227 · 2,954 sh | 2,954 | $201.7K | 0.09% | — |
| 1228 | NORDEN GROUP#1228 · 2,954 sh | 2,954 | $201.7K | — | New |
| 1229 | WASHINGTON#1229 · 2,949 sh | 2,949 | $201.4K | — | New |
| 1230 | Newman Dignan & Sheerar#1230 · 2,935 sh | 2,935 | $200.4K | — | New |
| 1231 | FOUNDERS FINANCIAL SECURITIES#1231 · 2,931 sh | 2,931 | $200.2K | — | New |
| 1232 | ASPIRIANT#1232 · 2,930 sh | 2,930 | $200.1K | — | New |
| 1233 | BKM Wealth Management#1233 · 2,900 sh | 2,900 | $198.0K | — | New |
| 1234 | Providence Capital Advisors#1234 · 2,839 sh | 2,839 | $193.9K | 0.03% | New |
| 1235 | Pinnacle Wealth Planning Services#1235 · 2,825 sh | 2,825 | $192.9K | — | +1.7% |
| 1236 | Basecamp Wealth Advisors#1236 · 2,825 sh | 2,825 | $192.9K | 0.04% | -1.4% |
| 1237 | DUNCKER STREETT#1237 · 2,812 sh | 2,812 | $192.0K | — | 0.0% |
| 1238 | Quent Capital#1238 · 2,770 sh | 2,770 | $189.2K | 0.01% | +17.2% |
| 1239 | BARTLETT & WEALTH MANAGEMENT#1239 · 2,733 sh | 2,733 | $186.6K | <0.01% | +1.2% |
| 1240 | Atlantic Private Wealth#1240 · 2,731 sh | 2,731 | $186.5K | 0.11% | +0.7% |
| 1241 | Cromwell#1241 · 2,684 sh | 2,684 | $183.3K | 0.08% | 0.0% |
| 1242 | Virginia Estate & Retirement Planning Advisors#1242 · 2,665 sh | 2,665 | $182.0K | — | New |
| 1243 | DELTA ASSET MANAGEMENT#1243 · 2,544 sh | 2,544 | $173.7K | 0.01% | -3.1% |
| 1244 | HHM Wealth Advisors#1244 · 2,503 sh | 2,503 | $170.9K | 0.02% | 0.0% |
| 1245 | MJT & Associates Financial Advisory Group#1245 · 2,500 sh | 2,500 | $170.7K | — | 0.0% |
| 1246 | American Capital Advisory#1246 · 2,435 sh | 2,435 | $166.3K | — | +10.2% |
| 1247 | GILL CAPITAL PARTNERS#1247 · 2,414 sh | 2,414 | $164.9K | — | +187.4% |
| 1248 | ONEFUND#1248 · 2,394 sh | 2,394 | $163.5K | 0.09% | +2.0% |
| 1249 | Washington Advisors#1249 · 2,361 sh | 2,361 | $161.2K | — | 0.0% |
| 1250 | GW&K Investment Management#1250 · 2,360 sh | 2,360 | $161.0K | <0.01% | +4.4% |
| 1251 | Crews Bank#1251 · 2,257 sh | 2,257 | $154.1K | 0.02% | 0.0% |
| 1252 | HAZLETT, BURT & WATSON#1252 · 2,221 sh | 2,221 | $151.0K | 0.04% | +21.7% |
| 1253 | Costello Asset Management#1253 · 2,200 sh | 2,200 | $150.2K | 0.05% | +266.7% |
| 1254 | BNP PARIBAS#1254 · 2,200 sh | 2,200 | $149.9K | <0.01% | -18.5% |
| 1255 | Larson Financial Group#1255 · 2,178 sh | 2,178 | $148.7K | <0.01% | -31.0% |
| 1256 | Asset Planning#1256 · 2,142 sh | 2,142 | $146.3K | — | +0.1% |
| 1257 | Ankerstar Wealth#1257 · 2,110 sh | 2,110 | $144.2K | 0.12% | +0.7% |
| 1258 | SITTNER & NELSON#1258 · 2,107 sh | 2,107 | $143.9K | 0.05% | +0.4% |
| 1259 | Navigoe#1259 · 2,099 sh | 2,099 | $143.0K | 0.07% | +0.5% |
| 1260 | Avalon#1260 · 2,080 sh | 2,080 | $142.0K | <0.01% | 0.0% |
| 1261 | TD PRIVATE CLIENT WEALTH#1261 · 2,066 sh | 2,066 | $141.1K | <0.01% | -91.3% |
| 1262 | First Bancorp#1262 · 2,042 sh | 2,042 | $139.4K | — | New |
| 1263 | ATLAS CAPITAL ADVISORS#1263 · 2,038 sh | 2,038 | $139.2K | 0.02% | +111.9% |
| 1264 | FIRST FINANCIAL#1264 · 2,000 sh | 2,000 | $136.6K | — | 0.0% |
| 1265 | FINANCIAL CONSULATE#1265 · 1,996 sh | 1,996 | $136.3K | — | +1.5% |
| 1266 | Tradewinds Capital Management#1266 · 1,982 sh | 1,982 | $135.3K | — | +1.0% |
| 1267 | Transamerica Financial Advisors#1267 · 1,920 sh | 1,920 | $131.1K | 0.01% | +21.7% |
| 1268 | GGM Financials#1268 · 1,852 sh | 1,852 | $126.4K | 0.05% | +1.0% |
| 1269 | City State Bank#1269 · 1,806 sh | 1,806 | $123.3K | — | 0.0% |
| 1270 | Financial Gravity Companies, (FGCO)#1270 · 1,757 sh | 1,757 | $120.0K | 0.02% | — |
| 1271 | Cape Investment Advisory#1271 · 1,755 sh | 1,755 | $119.8K | — | New |
| 1272 | Fairway Wealth#1272 · 1,750 sh | 1,750 | $119.5K | 0.03% | 0.0% |
| 1273 | SUMMIT SECURITIES GROUP#1273 · 1,740 sh | 1,740 | $118.8K | 0.01% | +1142.9% |
| 1274 | Glen Eagle Advisors#1274 · 1,737 sh | 1,737 | $118.6K | 0.01% | +69.5% |
| 1275 | Independence Bank of Kentucky#1275 · 1,701 sh | 1,701 | $116.2K | — | -11.7% |
| 1276 | Alpine Bank Wealth Management#1276 · 1,692 sh | 1,692 | $115.5K | — | New |
| 1277 | Y.D. More Investments Ltd#1277 · 1,691 sh | 1,691 | $115.5K | <0.01% | +3.7% |
| 1278 | UNION SAVINGS BANK#1278 · 1,679 sh | 1,679 | $114.7K | — | 0.0% |
| 1279 | BURKETT FINANCIAL SERVICES#1279 · 1,663 sh | 1,663 | $113.6K | — | -51.3% |
| 1280 | SHP Wealth Management#1280 · 1,659 sh | 1,659 | $113.3K | <0.01% | +2.4% |
| 1281 | Crewe Advisors#1281 · 1,657 sh | 1,657 | $113.2K | <0.01% | +1.6% |
| 1282 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1282 · 1,623 sh | 1,623 | $110.9K | — | +2.3% |
| 1283 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1283 · 1,600 sh | 1,600 | $109.3K | 0.03% | +53.8% |
| 1284 | Silvant Capital Management#1284 · 1,591 sh | 1,591 | $108.6K | <0.01% | 0.0% |
| 1285 | Grove Bank#1285 · 1,579 sh | 1,579 | $107.8K | — | -8.0% |
| 1286 | Optiver Holding B.V.#1286 · 1,548 sh | 1,548 | $105.7K | 0.00% | +288.0% |
| 1287 | CARY STREET PARTNERS INVESTMENT ADVISORY#1287 · 1,541 sh | 1,541 | $105.3K | 0.02% | -21.0% |
| 1288 | BROWN, LISLE/CUMMINGS#1288 · 1,533 sh | 1,533 | $104.7K | — | 0.0% |
| 1289 | FWL INVESTMENT MANAGEMENT#1289 · 1,490 sh | 1,490 | $101.8K | 0.02% | 0.0% |
| 1290 | MCF Advisors#1290 · 1,410 sh | 1,410 | $96.3K | <0.01% | 0.0% |
| 1291 | HARBOR INVESTMENT ADVISORY#1291 · 1,393 sh | 1,393 | $95.1K | — | 0.0% |
| 1292 | VALLEY NATIONAL ADVISERS#1292 · 1,384 sh | 1,384 | $94.5K | — | +3.0% |
| 1293 | LifeSteps Financial#1293 · 1,364 sh | 1,364 | $93.1K | — | New |
| 1294 | Livforsakringsbolaget Skandia, Omsesidigt#1294 · 1,364 sh | 1,364 | $93.1K | — | -44.6% |
| 1295 | Montgomery Financial Services#1295 · 1,350 sh | 1,350 | $92.2K | 0.08% | — |
| 1296 | Planning Strategies#1296 · 1,336 sh | 1,336 | $91.2K | — | — |
| 1297 | Walleye Capital#1297 · 1,294 sh | 1,294 | $88.4K | <0.01% | -79.3% |
| 1298 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1298 · 1,278 sh | 1,278 | $87.3K | <0.01% | +2.8% |
| 1299 | GHP Investment Advisors#1299 · 1,271 sh | 1,271 | $86.8K | — | +1.0% |
| 1300 | Private Wealth Management Group#1300 · 1,252 sh | 1,252 | $85.5K | — | 0.0% |
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.