Who holds Dticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

DOMINION ENERGY INC · COM · quarter ended 2026-03-31 · 25 members disclosed D ↗

1,162

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$39.3B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

602

addsholders whose share count rose or who opened the position (new + add), by shares

114

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of D ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.0B	81,015,826	+572,136	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.5B	56,247,267	—	no prior
3	STATE STREET CORP	$3.0B	49,212,515	+592,242	add
4	Capital Research Global Investors	$3.0B	48,976,047	−10,814,687	trim
5	WELLINGTON MANAGEMENT GROUP LLP	$2.9B	47,595,010	+2,651,283	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.7B	44,423,575	—	no prior
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.6B	26,621,442	−1,334,594	trim
8	DODGE & COX	$1.2B	19,477,520	−2,672,398	trim
9	GEODE CAPITAL MANAGEMENT, LLC	$1.2B	19,061,043	−1,381,892	trim
10	BANK OF AMERICA CORP /DE/	$985M	15,930,241	+2,164,951	add
11	Bank of New York Mellon Corp	$778M	12,589,272	−284,735	trim
12	Invesco Ltd.	$708M	11,448,321	−38,325	trim
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$702M	11,349,393	−354,617	trim
14	MORGAN STANLEY	$698M	11,288,689	−622,236	trim
15	Legal & General Group Plc	$465M	7,517,766	−59,444	trim
16	NORTHERN TRUST CORP	$462M	7,470,925	−29,939	trim
17	LONDON CO OF VIRGINIA	$429M	6,943,525	+2,165,195	add
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$359M	5,808,040	+148,218	add
19	FRANKLIN RESOURCES INC	$337M	5,448,097	−3,980,609	trim
20	VANGUARD FIDUCIARY TRUST CO	$298M	4,826,641	—	no prior
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$253M	4,092,723	+53,035	add
22	ROYAL BANK OF CANADA	$251M	4,066,193	−317,074	trim
23	CITADEL ADVISORS LLC	$239M	3,859,121	+3,660,775	add
24	UBS Group AG	$233M	3,766,590	+56,112	add
25	WELLS FARGO & COMPANY/MN	$213M	3,443,405	+690,569	add
26	BANK OF MONTREAL /CAN/	$208M	3,357,665	+1,044,018	add
27	BALYASNY ASSET MANAGEMENT L.P.	$196M	3,168,586	+2,032,778	add
28	Mitsubishi UFJ Trust & Banking Corp	$176M	2,841,417	+363,314	add
29	Magellan Asset Management Ltd	$172M	2,777,633	−37,781	trim
30	DEUTSCHE BANK AG\	$164M	2,653,979	+1,146,959	add
31	HSBC HOLDINGS PLC	$160M	2,585,001	−2,340,037	trim
32	DIMENSIONAL FUND ADVISORS LP	$158M	2,555,309	+47,615	add
33	Amundi	$158M	2,549,667	+707,111	add
34	Swiss National Bank	$155M	2,506,020	+168,500	add
35	FMR LLC	$138M	2,227,696	−4,419	trim
36	AMERICAN CENTURY COMPANIES INC	$136M	2,202,211	−1,754,315	trim
37	Mitsubishi UFJ Asset Management Co., Ltd.	$119M	1,932,957	+114,081	add
38	Sumitomo Mitsui Trust Group, Inc.	$117M	1,899,808	−112,238	trim
39	Nuveen, LLC	$117M	1,895,204	−78,925	trim
40	Vanguard Global Advisers, LLC	$115M	1,864,022	—	no prior
41	Pictet Asset Management Holding SA	$112M	1,812,766	+222,993	add
42	RAYMOND JAMES FINANCIAL INC	$103M	1,673,684	+113,705	add
43	VANGUARD ASSET MANAGEMENT, Ltd	$99.4M	1,607,321	—	no prior
44	ANTIPODES PARTNERS Ltd	$99.3M	1,606,387	−173,511	trim
45	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$97.4M	1,575,984	−600,764	trim
46	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$97.2M	1,572,229	+1,572,229	new
47	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$93.6M	1,514,488	−88,783	trim
48	RHUMBLINE ADVISERS	$92.6M	1,498,472	−18,908	trim
49	BARCLAYS PLC	$83.9M	1,357,853	−496,534	trim
50	LPL Financial LLC	$81.1M	1,311,948	+96,923	add
51	Ensign Peak Advisors, Inc	$78.2M	1,264,796	+383,274	add
52	National Pension Service	$78.1M	1,264,088	+1,264,088	new
53	Swiss Life Asset Management Ltd	$75.9M	1,227,735	+40,543	add
54	FIRST TRUST ADVISORS LP	$74.6M	1,206,670	−412,473	trim
55	Energy Income Partners, LLC	$74.4M	1,203,357	+109,705	add
56	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$73.7M	1,192,613	+1,192,613	new
57	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$65.5M	1,058,726	−55,536	trim
58	ENVESTNET ASSET MANAGEMENT INC	$65.3M	1,055,582	+184,735	add
59	CITIGROUP INC	$65.2M	1,054,145	−1,679,384	trim
60	PRINCIPAL FINANCIAL GROUP INC	$64.0M	1,035,413	−7,161	trim
61	Empower Advisory Group, LLC	$62.7M	1,014,837	+1,009,616	add
62	JENNISON ASSOCIATES LLC	$55.8M	902,956	−19,489	trim
63	Munich Reinsurance Co Stock Corp in Munich	$52.9M	856,365	−228,767	trim
64	Vanguard Investments Australia, Ltd.	$51.3M	829,536	—	no prior
65	NEW YORK STATE COMMON RETIREMENT FUND	$50.5M	816,955	+7,800	add
66	ALLIANCEBERNSTEIN L.P.	$49.3M	841,970	−84,609	trim
67	AQR CAPITAL MANAGEMENT LLC	$48.2M	783,937	−28,433	trim
68	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$47.6M	769,657	+270	add
69	VICTORY CAPITAL MANAGEMENT INC	$46.9M	759,278	−41,180	trim
70	DnB Asset Management AS	$41.3M	668,345	+153,501	add
71	Focus Partners Wealth	$40.9M	661,822	+153,481	add
72	SEI INVESTMENTS CO	$37.5M	606,699	+319	add
73	Connor, Clark & Lunn Investment Management Ltd.	$37.2M	602,174	−142,954	trim
74	HighTower Advisors, LLC	$36.5M	591,218	+46,871	add
75	APG Asset Management N.V.	$36.4M	678,934	−5,716	trim
76	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$35.7M	576,935	+40,306	add
77	CIBC Bancorp USA Inc.	$35.2M	569,717	—	no prior
78	MACQUARIE GROUP LTD	$34.5M	557,754	−15,188	trim
79	AE Wealth Management LLC	$32.3M	522,867	+99,263	add
80	Investment Management Corp of Ontario	$32.0M	517,828	+442,296	add
81	Zimmer Partners, LP	$30.9M	500,000	+500,000	new
82	COMMONWEALTH EQUITY SERVICES, LLC	$30.5M	493,273	−88,288	trim
83	STATE OF WISCONSIN INVESTMENT BOARD	$28.8M	465,613	+9,674	add
84	Squarepoint Ops LLC	$28.2M	455,534	−41,758	trim
85	Creative Planning	$27.7M	448,328	+20,303	add
86	ALPS ADVISORS INC	$27.6M	446,835	+4,414	add
87	CRAWFORD INVESTMENT COUNSEL INC	$27.6M	446,233	+7,782	add
88	RWC Asset Management LLP	$27.3M	442,308	+5,966	add
89	Aberdeen Group plc	$27.3M	442,173	+14,012	add
90	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$27.0M	437,500	+233,600	add
91	Chevy Chase Trust Holdings, LLC	$26.2M	423,920	−13,347	trim
92	PRUDENTIAL FINANCIAL INC	$25.7M	415,149	−31,416	trim
93	MILLENNIUM MANAGEMENT LLC	$25.1M	406,059	−2,835,166	trim
94	DAVENPORT & Co LLC	$24.6M	398,348	−4,869	trim
95	AMERIPRISE FINANCIAL INC	$24.6M	396,958	+17,048	add
96	GODSEY & GIBB, INC	$24.2M	391,933	+4,409	add
97	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$23.8M	379,518	−81,962	trim
98	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$23.8M	384,995	+4,733	add
99	EXCHANGE TRADED CONCEPTS, LLC	$23.3M	377,235	+74,869	add
100	TOCQUEVILLE ASSET MANAGEMENT L.P.	$23.2M	375,674	−2,085	trim
101	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$22.8M	369,494	0	no change
102	Korea Investment CORP	$22.7M	367,499	−152,076	trim
103	Quantinno Capital Management LP	$22.6M	365,415	+47,749	add
104	TRUIST FINANCIAL CORP	$22.4M	361,889	+33,533	add
105	ROYAL LONDON ASSET MANAGEMENT LTD	$22.4M	361,863	−558	trim
106	Cetera Investment Advisers	$22.4M	361,632	+34,720	add
107	MACKENZIE FINANCIAL CORP	$22.4M	361,574	−27,418	trim
108	Pathstone Holdings, LLC	$22.3M	360,230	+3,571	add
109	Asset Management One Co., Ltd.	$22.2M	358,930	+5,386	add
110	Man Group plc	$21.6M	349,527	+80,488	add
111	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.3M	344,044	+62,683	add
112	GW HENSSLER & ASSOCIATES LTD	$21.1M	340,761	+3,845	add
113	STIFEL FINANCIAL CORP	$20.9M	337,809	+1,334	add
114	NATIONAL BANK OF CANADA /FI/	$20.6M	333,000	−231,438	trim
115	NOMURA ASSET MANAGEMENT CO LTD	$20.5M	331,228	+21,281	add
116	OSAIC HOLDINGS, INC.	$20.2M	327,150	−2,303	trim
117	TD ASSET MANAGEMENT INC	$19.1M	309,108	+8,373	add
118	DIAMOND HILL CAPITAL MANAGEMENT INC	$18.7M	302,990	−39,110	trim
119	Tredje AP-fonden	$18.4M	297,987	+297,987	new
120	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.4M	299,000	−5,466	trim
121	TORONTO DOMINION BANK	$18.1M	292,444	−30,871	trim
122	State of New Jersey Common Pension Fund D	$18.0M	291,961	−2,289	trim
123	GENERAL AMERICAN INVESTORS CO INC	$17.9M	290,000	0	no change
124	BNP Paribas Asset Management Holding S.A.	$17.8M	287,260	−5,067	trim
125	Calamos Advisors LLC	$17.5M	282,963	0	no change
126	Resona Asset Management Co.,Ltd.	$17.4M	282,162	+551	add
127	CANADA PENSION PLAN INVESTMENT BOARD	$17.4M	281,986	−2,010,038	trim
128	AustralianSuper Pty Ltd	$16.6M	268,786	0	no change
129	Corient Private Wealth LLC	$15.9M	261,523	−301,623	trim
130	FIFTH THIRD BANCORP	$15.9M	257,244	+164,967	add
131	Edgestream Partners, L.P.	$15.2M	245,586	+245,586	new
132	PUBLIC SECTOR PENSION INVESTMENT BOARD	$15.0M	242,854	+24,710	add
133	Wealthfront Advisers LLC	$15.0M	242,620	+7,655	add
134	Oak Grove Capital LLC	$15.0M	242,200	+16,800	add
135	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.9M	240,367	−500	trim
136	Arizona State Retirement System	$14.5M	233,957	−6,730	trim
137	Czech National Bank	$14.4M	232,559	+7,396	add
138	Orion Porfolio Solutions, LLC	$14.2M	230,064	−3,695	trim
139	KANAWHA CAPITAL MANAGEMENT LLC	$14.0M	226,222	+2,540	add
140	One Capital Management, LLC	$13.9M	225,514	+20,075	add
141	Zurcher Kantonalbank (Zurich Cantonalbank)	$13.3M	215,872	+14,743	add
142	IFM Investors Pty Ltd	$12.9M	209,231	+14,656	add
143	Qube Research & Technologies Ltd	$12.7M	205,425	+205,425	new
144	CIBC Asset Management Inc	$12.7M	204,687	+2,990	add
145	Sanctuary Advisors, LLC	$12.6M	203,949	+8,108	add
146	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.5M	202,372	−6,004	trim
147	BTG Pactual Asset Management US LLC	$12.5M	202,152	+83,112	add
148	Rockefeller Capital Management L.P.	$12.3M	199,517	−60,990	trim
149	MetLife Investment Management, LLC	$12.3M	199,517	−5,177	trim
150	JOHN G ULLMAN & ASSOCIATES INC	$12.3M	198,571	+5,083	add
151	Harvest Portfolios Group Inc.	$12.0M	193,312	+40,460	add
152	Cerity Partners LLC	$11.6M	187,759	+36,104	add
153	Andra AP-fonden	$11.6M	186,889	+162,997	add
154	ASR Vermogensbeheer N.V.	$11.4M	184,716	+4,396	add
155	Advisors Asset Management, Inc.	$11.4M	183,839	+17,540	add
156	Mirae Asset Global Investments Co., Ltd.	$11.3M	182,211	+13,162	add
157	Retirement Systems of Alabama	$11.2M	181,334	−323	trim
158	Brookstone Capital Management	$11.2M	180,377	−12,270	trim
159	M&T BANK CORP	$11.0M	177,543	+32,326	add
160	Greenland Capital Management LP	$10.9M	176,571	+150,311	add
161	GUGGENHEIM CAPITAL LLC	$10.5M	170,550	+19,403	add
162	ASSETMARK, INC	$10.3M	167,400	+22,399	add
163	Woodline Partners LP	$10.3M	167,254	+21,578	add
164	Gilman Hill Asset Management, LLC	$10.3M	167,093	−6,542	trim
165	Allspring Global Investments Holdings, LLC	$10.3M	165,638	−3,073	trim
166	LGT Group Foundation	$9.9M	160,296	+160,296	new
167	TOTH FINANCIAL ADVISORY CORP	$9.9M	159,465	+11,505	add
168	VOYA INVESTMENT MANAGEMENT LLC	$9.8M	159,097	+3,353	add
169	D. E. Shaw & Co., Inc.	$9.8M	158,638	+158,638	new
170	XPONANCE LLC	$9.6M	155,895	+19,514	add
171	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.4M	152,091	+4,148	add
172	TEACHER RETIREMENT SYSTEM OF TEXAS	$9.4M	152,084	−1,362	trim
173	EVERETT HARRIS & CO /CA/	$9.3M	150,408	+12,474	add
174	KEYBANK NATIONAL ASSOCIATION/OH	$9.2M	148,667	+1,997	add
175	Daiwa Securities Group Inc.	$9.0M	145,871	+7,691	add
176	Steward Partners Investment Advisory, LLC	$9.0M	145,711	−12,903	trim
177	Baird Financial Group, Inc.	$9.0M	145,064	+145,064	new
178	Private Advisor Group, LLC	$8.9M	144,280	+12,308	add
179	TrueMark Investments, LLC	$8.7M	141,130	+8,373	add
180	Kestra Advisory Services, LLC	$8.7M	141,088	+18,998	add
181	OPAL CAPITAL LLC	$8.7M	140,937	+7,087	add
182	Vanguard Personalized Indexing Management, LLC	$8.6M	139,033	−2,712	trim
183	USS Investment Management Ltd	$8.6M	138,840	0	no change
184	Utah Retirement Systems	$8.6M	138,631	−2,303	trim
185	LGT Fund Management Co Ltd.	$8.4M	135,435	+135,435	new
186	NewEdge Advisors, LLC	$8.3M	133,997	+133,997	new
187	COMMERCE BANK	$8.3M	133,730	+18,591	add
188	BANK OF NOVA SCOTIA	$8.2M	133,426	−1,873	trim
189	&PARTNERS	$8.2M	133,186	+15,139	add
190	Tidal Investments LLC	$8.0M	129,671	+45,186	add
191	ProShare Advisors LLC	$8.0M	129,480	−31,444	trim
192	Rakuten Investment Management, Inc.	$7.8M	126,729	+14,436	add
193	Eurizon Capital SGR S.p.A.	$7.7M	124,402	−53,667	trim
194	ADVOCATE GROUP LLC	$7.6M	123,613	−743	trim
195	NEOS Investment Management LLC	$7.6M	122,566	−12,037	trim
196	Sterling Capital Management LLC	$7.4M	119,188	+117,568	add
197	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.3M	118,569	+1,534	add
198	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.3M	117,696	−33,387	trim
199	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$7.2M	115,989	+115,989	new
200	OPPENHEIMER ASSET MANAGEMENT INC.	$7.1M	115,291	−1,020	trim
201	YOUSIF CAPITAL MANAGEMENT, LLC	$7.0M	112,542	−2,284	trim
202	GLENMEDE TRUST CO NA	$6.9M	110,965	−6,835	trim
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.8M	110,663	−700,720	trim
204	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.8M	109,832	+1,643	add
205	Graham Capital Management, L.P.	$6.7M	108,509	+93,055	add
206	Bryn Mawr Trust Advisors, LLC	$6.7M	108,373	+56	add
207	Trexquant Investment LP	$6.6M	106,713	+106,713	new
208	Lombard Odier Asset Management (Switzerland) SA	$6.5M	105,290	+28,400	add
209	XTX Topco Ltd	$6.4M	103,553	+58,593	add
210	D.A. DAVIDSON & CO.	$6.4M	103,237	+29,382	add
211	Global Wealth Management Investment Advisory, Inc.	$6.2M	99,681	+3,014	add
212	STEPHENS INC /AR/	$6.1M	98,983	+236	add
213	Waverly Advisors, LLC	$6.1M	98,748	+1,866	add
214	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.0M	97,794	+100	add
215	BROWN ADVISORY INC	$5.9M	95,919	+181	add
216	Dai-ichi Life Insurance Company, Ltd	$5.9M	95,333	−8,946	trim
217	Stablepoint Partners, LLC	$5.8M	94,516	+7,994	add
218	MERCER GLOBAL ADVISORS INC /ADV	$5.7M	92,983	−14,279	trim
219	Occidental Asset Management, LLC	$5.7M	91,476	+3,119	add
220	Citizens Business Bank	$5.6M	91,349	−1,635	trim
221	Metis Global Partners, LLC	$5.6M	91,143	−791	trim
222	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.6M	90,809	−865	trim
223	Janus Henderson Group Ltd.	$5.6M	90,235	+35,146	add
224	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.4M	87,750	+15,712	add
225	NISA INVESTMENT ADVISORS, LLC	$5.4M	87,141	−26,430	trim
226	WCG Wealth Advisors LLC	$5.3M	86,074	+14,592	add
227	Vestmark Advisory Solutions, Inc.	$5.3M	85,828	+18,844	add
228	Aventail Capital Group, LP	$5.1M	82,960	+7,596	add
229	US BANCORP \DE\	$5.1M	82,248	−3,419	trim
230	Defiance ETFs, LLC	$5.0M	81,010	+81,010	new
231	Azimuth Capital Investment Management LLC	$4.9M	79,700	+4,709	add
232	Northwest & Ethical Investments L.P.	$4.9M	78,939	+1,092	add
233	NewEdge Wealth, LLC	$4.9M	78,653	+4,982	add
234	UniSuper Management Pty Ltd	$4.7M	76,600	−2,204	trim
235	Pinnacle Financial Partners, Inc.	$4.7M	75,988	+4,859	add
236	Robbins Farley	$4.7M	75,989	+14,534	add
237	Carson Advisory Inc.	$4.6M	75,176	+258	add
238	Wills Financial Group LLC	$4.6M	73,521	−449	trim
239	Bill Few Associates, Inc.	$4.6M	74,529	+1,603	add
240	Mariner, LLC	$4.5M	72,736	+4,816	add
241	IHT Wealth Management, LLC	$4.4M	71,079	+9,515	add
242	HENNESSY ADVISORS INC	$4.4M	70,877	0	no change
243	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.3M	69,549	+69,549	new
244	Atria Investments, Inc	$4.3M	69,282	+1,540	add
245	Rafferty Asset Management, LLC	$4.3M	69,111	−24,923	trim
246	Integrated Advisors Network LLC	$4.3M	69,030	−2,581	trim
247	Salomon & Ludwin, LLC	$4.3M	67,745	−334	trim
248	Independent Advisor Alliance	$4.2M	68,270	−8,537	trim
249	Robinson Value Management, Ltd.	$4.2M	68,208	−1,559	trim
250	Capital Investment Advisors, LLC	$4.2M	68,067	−1,105	trim
251	OPPENHEIMER & CO INC	$4.2M	67,615	+3,790	add
252	BTC Capital Management, Inc.	$4.0M	64,996	+8,749	add
253	Central Pacific Bank - Trust Division	$4.0M	64,545	+11,907	add
254	Jackson Hole Capital Partners, LLC	$4.0M	64,093	+2,770	add
255	REGIONS FINANCIAL CORP	$3.9M	62,869	+11,679	add
256	Atlantic Union Bankshares Corp	$3.9M	62,795	+716	add
257	Principle Wealth Partners LLC	$3.9M	62,468	+2,755	add
258	PINNACLE ASSOCIATES LTD	$3.8M	62,231	+2,333	add
259	Allianz Asset Management GmbH	$3.8M	61,731	−3,089	trim
260	FIL Ltd	$3.8M	61,316	−111,171	trim
261	Capital Investment Advisory Services, LLC	$3.7M	60,612	+1,991	add
262	BAR HARBOR WEALTH MANAGEMENT	$3.7M	60,509	+501	add
263	Gotham Asset Management, LLC	$3.7M	59,625	+22,904	add
264	Quadrature Capital Ltd	$3.5M	57,359	+57,359	new
265	Sepio Capital, LP	$3.5M	57,325	+3,422	add
266	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.5M	56,596	+1,723	add
267	Norinchukin Bank, The	$3.5M	56,359	+154	add
268	Royal Fund Management, LLC	$3.5M	56,341	+56,341	new
269	Slagle Financial, LLC	$3.4M	55,786	+2,088	add
270	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.4M	55,187	+8,430	add
271	Stratos Wealth Partners, LTD.	$3.4M	54,212	+2,093	add
272	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.3M	53,634	+19,849	add
273	MML INVESTORS SERVICES, LLC	$3.3M	53,534	−16,040	trim
274	WESTFIELD CAPITAL MANAGEMENT CO LP	$3.3M	53,262	+7,568	add
275	CWM, LLC	$3.2M	52,475	+1,452	add
276	MAI Capital Management	$3.2M	52,291	+15,601	add
277	Prospera Financial Services Inc	$3.2M	51,667	−1,037	trim
278	MIZUHO SECURITIES USA LLC	$3.2M	51,623	−10,553	trim
279	JANE STREET GROUP, LLC	$3.2M	51,431	−29,739	trim
280	Illinois Municipal Retirement Fund	$3.1M	50,297	−11,808	trim
281	Elo Mutual Pension Insurance Co	$3.1M	50,185	−1,368	trim
282	NORDEA INVESTMENT MANAGEMENT AB	$3.1M	50,423	+676	add
283	Leelyn Smith, LLC	$3.0M	49,239	+1,923	add
284	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	$3.0M	48,963	−837	trim
285	HARTFORD INVESTMENT MANAGEMENT CO	$3.0M	48,534	−578	trim
286	MFG WEALTH MANAGEMENT, INC.	$3.0M	48,202	−869	trim
287	Beacon Pointe Advisors, LLC	$3.0M	48,087	+30,206	add
288	HB Wealth Management, LLC	$3.0M	47,978	+4,947	add
289	Ascent Group, LLC	$2.9M	47,714	+1,550	add
290	BECK CAPITAL MANAGEMENT, LLC	$2.8M	45,558	+45,558	new
291	ICON ADVISERS INC/CO	$2.8M	45,500	−44,662	trim
292	BLAIR WILLIAM & CO/IL	$2.8M	45,406	+571	add
293	TCV Trust & Wealth Management, Inc.	$2.8M	44,616	−3,735	trim
294	ABN AMRO INVESTMENT SOLUTIONS	$2.7M	43,411	+7,286	add
295	CWA Asset Management Group, LLC	$2.7M	43,187	+6,119	add
296	Lido Advisors, LLC	$2.6M	42,368	−11,178	trim
297	Maryland State Retirement & Pension System	$2.6M	42,243	0	no change
298	Jain Global LLC	$2.6M	42,074	+42,074	new
299	NATIXIS	$2.6M	41,842	−227,822	trim
300	Engineers Gate Manager LP	$2.6M	41,719	+41,719	new
301	CARRET ASSET MANAGEMENT, LLC	$2.6M	41,623	+945	add
302	PATTEN & PATTEN INC/TN	$2.5M	40,648	+3,491	add
303	Fifth Third Wealth Advisors LLC	$2.5M	40,531	+1,174	add
304	Kassira Wealth Management LLC	$2.5M	40,191	+1,053	add
305	Point Windward Advisors Inc.	$2.5M	40,121	+146	add
306	Plan Group Financial, LLC	$2.5M	39,989	+3,900	add
307	Sequoia Financial Advisors, LLC	$2.5M	39,975	+6,571	add
308	Dakota Wealth Management	$2.5M	39,946	−2,554	trim
309	Allworth Financial LP	$2.5M	39,864	+10,380	add
310	CREDIT AGRICOLE S A	$2.5M	39,840	+9,281	add
311	Stamos Capital Partners, L.P.	$2.4M	39,338	−317	trim
312	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.4M	39,197	+39,197	new
313	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.4M	39,108	−200	trim
314	Truvestments Capital LLC	$2.4M	39,010	−28,920	trim
315	XML Financial, LLC	$2.4M	38,781	−551	trim
316	Bleakley Financial Group, LLC	$2.4M	38,566	+3,439	add
317	CULBERTSON A N & CO INC	$2.4M	38,269	+6,264	add
318	Empowered Funds, LLC	$2.4M	38,242	+7,774	add
319	Wilmington Savings Fund Society, FSB	$2.4M	38,238	+19	add
320	Beverly Hills Private Wealth, LLC	$2.3M	37,889	+7,012	add
321	Gratus Wealth Advisors, LLC	$2.3M	37,366	+57	add
322	Summit Trail Advisors, LLC	$2.3M	36,972	+7,856	add
323	Crossmark Global Holdings, Inc.	$2.3M	36,896	—	no prior
324	GREENWOOD CAPITAL ASSOCIATES LLC	$2.3M	36,819	+101	add
325	Generali Investments, Management Co LLC	$2.3M	36,627	+1,015	add
326	PFG Investments, LLC	$2.3M	36,475	+26,478	add
327	All Terrain Financial Advisors, LLC	$2.2M	35,752	+5,628	add
328	Midwest Trust Co	$2.2M	35,689	−694	trim
329	Vident Advisory, LLC	$2.2M	35,498	+7,824	add
330	Redmond Asset Management, LLC	$2.2M	35,154	−3,445	trim
331	MUFG Securities EMEA plc	$2.2M	35,027	0	no change
332	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	34,900	+6,187	add
333	Merit Financial Group, LLC	$2.1M	34,330	+4,704	add
334	Apollon Wealth Management, LLC	$2.1M	34,322	+765	add
335	Kentucky Farm Bureau Mutual Insurance Co	$2.1M	34,128	—	no prior
336	LOWE BROCKENBROUGH & CO INC	$2.1M	33,747	+1,700	add
337	QUADRANT CAPITAL GROUP LLC	$2.1M	33,648	+800	add
338	Federation des caisses Desjardins du Quebec	$2.1M	33,530	+7,197	add
339	Concurrent Investment Advisors, LLC	$2.1M	33,327	+397	add
340	Clearstead Advisors, LLC	$2.1M	33,261	−8,019	trim
341	Garner Asset Management Corp	$2.1M	33,200	−1,594	trim
342	CHOREO, LLC	$2.0M	32,883	−1,876	trim
343	CONNING INC.	$2.0M	32,818	−399	trim
344	HUB Investment Partners, LLC	$2.0M	32,603	+4,147	add
345	Vectors Research Management, LLC	$2.0M	32,516	−4,312	trim
346	LEVEL FOUR ADVISORY SERVICES, LLC	$2.0M	31,664	−751	trim
347	Saudi Central Bank	$1.9M	31,519	+31,519	new
348	Ascent Wealth Partners, LLC	$1.9M	31,404	+1,031	add
349	Perigon Wealth Management, LLC	$1.9M	30,494	+4,409	add
350	Moors & Cabot, Inc.	$1.9M	30,297	−3,106	trim
351	Altshuler Shaham Ltd	$1.9M	30,011	+3,622	add
352	Cassaday & Co Wealth Management LLC	$1.8M	29,863	+2,022	add
353	Total Clarity Wealth Management, Inc.	$1.8M	29,841	+357	add
354	NovaPoint Capital, LLC	$1.8M	29,369	+2,664	add
355	3Chopt Investment Partners, LLC	$1.8M	29,261	+4,109	add
356	PROFUND ADVISORS LLC	$1.8M	29,135	−13,244	trim
357	Vise Technologies, Inc.	$1.8M	30,546	0	no change
358	Coastal Bridge Advisors, LLC	$1.8M	28,807	+4,463	add
359	BRADLEY FOSTER & SARGENT INC/CT	$1.8M	28,710	−800	trim
360	Colonial River Investments, LLC	$1.8M	28,691	+351	add
361	Apella Capital, LLC	$1.8M	28,245	+16,419	add
362	Empirical Finance, LLC	$1.7M	28,271	−39	trim
363	Sompo Asset Management Co., Ltd.	$1.7M	28,260	−1,000	trim
364	J.W. COLE ADVISORS, INC.	$1.7M	28,238	+287	add
365	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$1.7M	28,173	−4,222	trim
366	Banque Cantonale Vaudoise	$1.7M	28,018	+4,690	add
367	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	27,324	+40	add
368	Taylor Hoffman Capital Management LLC	$1.7M	27,212	−60	trim
369	Kingsview Wealth Management, LLC	$1.7M	27,130	−311	trim
370	Verus Financial Partners, Inc.	$1.7M	26,839	0	no change
371	Graves Light Lenhart Wealth, Inc.	$1.7M	27,084	−497	trim
372	1832 Asset Management L.P.	$1.7M	26,931	−464,962	trim
373	Platform Technology Partners	$1.7M	26,757	+1,394	add
374	DANSKE BANK A/S	$1.7M	26,700	+4,500	add
375	COURIER CAPITAL LLC	$1.6M	26,580	−3,265	trim
376	PRINCIPAL SECURITIES, INC.	$1.6M	26,553	+6,116	add
377	Alaethes Wealth, LLC	$1.6M	26,469	+1,150	add
378	Assenagon Asset Management S.A.	$1.6M	26,416	+671	add
379	Belpointe Asset Management LLC	$1.6M	26,365	+5,056	add
380	Altman Advisors, Inc.	$1.6M	26,358	−4,742	trim
381	Snowden Capital Advisors LLC	$1.6M	25,950	+2,668	add
382	CENTRAL TRUST Co	$1.6M	25,687	−1,476	trim
383	1834 INVESTMENT ADVISORS CO	$1.6M	25,507	−57,622	trim
384	BENJAMIN EDWARDS INC	$1.6M	25,376	+1,574	add
385	VestGen Advisors, LLC	$1.6M	24,893	+3,730	add
386	Savant Capital, LLC	$1.6M	25,203	+1,300	add
387	Capital Investment Counsel, Inc	$1.6M	25,109	+140	add
388	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.6M	25,078	+25,078	new
389	OneDigital Investment Advisors LLC	$1.5M	24,925	+137	add
390	DONALDSON CAPITAL MANAGEMENT, LLC	$1.5M	24,921	+2,958	add
391	North Dakota State Investment Board	$1.5M	24,723	−4,546	trim
392	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	24,578	+5	add
393	44 WEALTH MANAGEMENT LLC	$1.5M	24,366	−211	trim
394	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	24,350	+1,830	add
395	Concord Wealth Partners	$1.5M	24,293	+2,657	add
396	CI INVESTMENTS INC.	$1.5M	24,284	+3,178	add
397	NOMURA HOLDINGS INC	$1.5M	24,262	+24,262	new
398	Tower Research Capital LLC (TRC)	$1.5M	23,888	+8,036	add
399	Concord Asset Management, LLC/VA	$1.5M	23,791	+2,528	add
400	Towne Trust Company, N.A	$1.5M	23,748	−3,710	trim
401	MUFG SECURITIES AMERICAS INC.	$1.5M	23,628	+623	add
402	Brooklyn Investment Group	$1.5M	23,622	+1,938	add
403	Y-Intercept (Hong Kong) Ltd	$1.4M	23,283	+23,283	new
404	Rodgers Brothers Inc.	$1.4M	23,215	−1,000	trim
405	SECURIAN ASSET MANAGEMENT, INC	$1.4M	23,119	−100	trim
406	Alpha Omega Wealth Management LLC	$1.4M	23,104	−1,285	trim
407	Spire Wealth Management	$1.4M	22,793	+3,230	add
408	Valmark Advisers, Inc.	$1.4M	22,788	+150	add
409	B. Metzler seel. Sohn & Co. AG	$1.4M	22,727	+2,308	add
410	Equitable Holdings, Inc.	$1.4M	23,625	−5,118	trim
411	Beacon Bank & Trust	$1.4M	22,447	−3,893	trim
412	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.4M	22,121	+22,121	new
413	Abundance Wealth Counselors	$1.4M	22,051	+6,634	add
414	AGP FRANKLIN, LLC	$1.4M	21,953	−34,457	trim
415	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$1.4M	21,850	—	no prior
416	CANANDAIGUA NATIONAL CORP	$1.3M	21,828	—	no prior
417	Chicago Capital, LLC	$1.3M	21,696	+300	add
418	Richard W. Paul & Associates, LLC	$1.3M	21,498	+651	add
419	PERSONAL CFO SOLUTIONS, LLC	$1.3M	21,031	−2,955	trim
420	Canal Capital Management, LLC	$1.3M	20,957	−104,623	trim
421	WESTPAC BANKING CORP	$1.3M	20,887	+20,887	new
422	SIGNATUREFD, LLC	$1.3M	20,873	+461	add
423	Salvus Wealth Management, LLC	$1.3M	20,555	+3,526	add
424	CULLINAN ASSOCIATES INC	$1.3M	20,378	0	no change
425	COLDSTREAM CAPITAL MANAGEMENT INC	$1.3M	20,262	−1,434	trim
426	Mason & Associates, LLC	$1.2M	20,159	−33	trim
427	NWAM LLC	$1.2M	20,104	+13,164	add
428	Tradewinds, LLC.	$1.2M	19,376	−65	trim
429	Frank, Rimerman Advisors LLC	$1.2M	19,826	−47	trim
430	Inspire Advisors, LLC	$1.2M	19,809	+5,506	add
431	PDT Partners, LLC	$1.2M	19,622	+19,622	new
432	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.2M	19,563	+11,897	add
433	TRED AVON FAMILY WEALTH, LLC	$1.2M	19,495	+3,080	add
434	Wealthcare Advisory Partners LLC	$1.2M	19,484	+7,019	add
435	Hilton Head Capital Partners, LLC	$1.2M	19,349	−49	trim
436	BURNEY CO/	$1.2M	19,185	−3,587	trim
437	HM PAYSON & CO	$1.2M	19,112	−60	trim
438	NBT BANK, N.A.	$1.2M	19,058	+2,556	add
439	Candriam S.C.A.	$1.2M	18,984	+423	add
440	MARIETTA INVESTMENT PARTNERS LLC	$1.2M	18,884	0	no change
441	F/m Investments LLC	$1.2M	18,762	+18,762	new
442	Dynamic Technology Lab Private Ltd	$1.2M	18,712	+18,712	new
443	Cohen Klingenstein LLC	$1.2M	18,700	0	no change
444	BECK MACK & OLIVER LLC	$1.2M	18,693	0	no change
445	Mork Capital Management, LLC	$1.2M	18,620	0	no change
446	WHITENER CAPITAL MANAGEMENT, INC.	$1.1M	18,599	+3,094	add
447	Indivisible Partners	$1.1M	18,465	+7,371	add
448	World Investment Advisors	$1.1M	18,391	+1,054	add
449	Radnor Capital Management, LLC	$1.1M	18,230	−250	trim
450	WATERS PARKERSON & CO., LLC	$1.1M	18,213	−113	trim
451	RBO & CO LLC	$1.1M	17,976	0	no change
452	Bison Wealth, LLC	$1.1M	17,657	+3,234	add
453	Future Fund LLC	$1.1M	17,827	+115	add
454	Elevated Capital Advisors, LLC	$1.1M	17,696	+1,590	add
455	Meeder Advisory Services, Inc.	$1.1M	17,549	−437	trim
456	Elmwood Wealth Management, Inc.	$1.1M	17,459	+20	add
457	Wealthspire Advisors, LLC	$1.1M	17,452	+5,950	add
458	Ethic Inc.	$1.1M	17,378	+927	add
459	Hennion & Walsh Asset Management, Inc.	$1.1M	17,346	+7,175	add
460	ABN AMRO Bank N.V.	$1.1M	17,185	0	no change
461	Chesley Taft & Associates LLC	$1.1M	17,142	−1,212	trim
462	Cornerstone Planning, LLC	$1.1M	17,123	+1,772	add
463	Laird Norton Wetherby Trust Company, LLC	$1.1M	17,011	+51	add
464	QRG CAPITAL MANAGEMENT, INC.	$1.0M	16,951	−4,770	trim
465	ALLIANZ SE	$1.0M	16,940	0	no change
466	DOVER ADVISORS, LLC	$1.0M	16,695	−1,900	trim
467	Innovative Wealth Building LLC	$1.0M	16,575	+105	add
468	Glenview Trust Co	$1.0M	16,514	+724	add
469	Emerald Investment Advisers, LLC	$1.0M	16,472	—	no prior
470	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.0M	16,290	+810	add
471	Juno Financial Group LLC	$998K	16,141	−402	trim
472	Founders Financial Alliance, LLC	$997K	16,129	+1,811	add
473	Advyzon Investment Management, LLC	$994K	16,073	+7,335	add
474	EXCALIBUR MANAGEMENT CORP	$991K	16,030	+678	add
475	Callan Family Office, LLC	$983K	15,898	−343	trim
476	Ameritas Advisory Services, LLC	$982K	15,885	−1,029	trim
477	MGO ONE SEVEN LLC	$980K	15,859	+545	add
478	Cornerstone Wealth Group, LLC	$973K	15,931	−910	trim
479	EXENCIAL WEALTH ADVISORS, LLC	$960K	15,533	−56	trim
480	iSAM Funds (UK) Ltd	$955K	15,444	+15,444	new
481	Haverford Trust Co	$953K	15,423	0	no change
482	Hartford Funds Management Co LLC	$953K	15,406	+2,268	add
483	SHELTON WEALTH MANAGEMENT, LLC	$952K	15,395	−1,708	trim
484	ALERUS FINANCIAL NA	$949K	15,353	+15,353	new
485	Jacobi Capital Management LLC	$944K	15,271	+37	add
486	SAGESPRING WEALTH PARTNERS, LLC	$935K	15,130	+440	add
487	Patten Group, Inc.	$935K	15,125	−78	trim
488	TWO SIGMA SECURITIES, LLC	$930K	15,039	+2,930	add
489	Prosperity Consulting Group, LLC	$929K	15,033	+1,218	add
490	Caldwell Trust Co	$928K	15,011	0	no change
491	AlphaCore Capital LLC	$925K	14,969	−1,622	trim
492	Blue Trust, Inc.	$923K	14,930	−4,309	trim
493	Vanguard Capital Wealth Advisors	$921K	14,900	+8,800	add
494	Centennial Wealth Advisory LLC	$909K	14,708	+2,335	add
495	PETTYJOHN, WOOD & WHITE, INC	$908K	14,688	−309	trim
496	HBW ADVISORY SERVICES LLC	$902K	14,583	−734	trim
497	FARMERS & MERCHANTS INVESTMENTS INC	$897K	14,511	−9	trim
498	Dominguez Wealth Management Solutions, Inc.	$896K	14,495	+155	add
499	AVIVA PLC	$896K	14,495	−1,463,514	trim
500	R Squared Ltd	$896K	14,495	+14,495	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · D

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $3.7M held
Trimming: 2 Soros Fund Management, Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DOMINION ENERGY INC

Merged timeline of congressional filings and notable-manager moves on D
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+22,904 sh
2026-05-15	Soros Fund Management 13F	exit	−91,323 sh
2026-05-15	Bridgewater Associates 13F	exit	−9,441 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

25 members of Congress disclosed D — the congressional view ↗