Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,162 holders are listed, largest first: 1,162
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $39.3B
holders whose share count rose or who opened the position (new + add), by shares: 602
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 114

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

25 members of Congress disclosed D — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).