Filing Research | D - DOMINION ENERGY INC Institutional Holdings

Snapshot holdings

50 / 451 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.4MSH	$95.6M
2	MIZUHO MARKETS AMERICAS LLC	Shares	1.2MSH	$85.3M
3	PensionDanmark Pensionsforsikringsaktieselskab	Shares	479.4KSH	$32.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	424.8KSH	$29.5M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	389.4KSH	$26.6M
6	GODSEY & GIBB, INC	Shares	387.2KSH	$26.4M
7	DAVENPORT & Co LLC	Shares	374.8KSH	$25.6M
8	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	345.1KSH	$23.6M
9	Czech National Bank	Shares	250.3KSH	$17.1M
10	IFM Investors Pty Ltd	Shares	224.6KSH	$15.3M
11	Mirae Asset Global Investments Co., Ltd.	Shares	206.4KSH	$14.1M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	177.9KSH	$12.1M
13	Gilman Hill Asset Management, LLC	Shares	166.2KSH	$11.4M
14	TOTH FINANCIAL ADVISORY CORP	Shares	164.6KSH	$11.2M
15	Bogart Wealth, LLC	Shares	143.8KSH	$9.8M
16	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	142.4KSH	$9.7M
17	Police & Firemen's Retirement System of New Jersey	Shares	132.2KSH	$9.0M
18	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	130.6KSH	$8.9M
19	ADVOCATE GROUP LLC	Shares	123.4KSH	$8.4M
20	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	110.0KSH	$7.5M
21	D.A. DAVIDSON & CO.	Shares	107.5KSH	$7.3M
22	Stablepoint Partners, LLC	Shares	95.7KSH	$6.5M
23	Capital Investment Counsel, LLC	Shares	89.3KSH	$6.1M
24	OFI INVEST ASSET MANAGEMENT	Shares	96.1KSH	$5.9M
25	Merit Financial Group, LLC	Shares	85.3KSH	$5.8M
26	Robbins Farley	Shares	77.2KSH	$5.3M
27	Bill Few Associates, Inc.	Shares	75.7KSH	$5.2M
28	HENNESSY ADVISORS INC	Shares	74.5KSH	$5.1M
29	BTC Capital Management, Inc.	Shares	67.7KSH	$4.6M
30	Ausbil Investment Management Ltd	Shares	67.9KSH	$4.6M
31	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	67.3KSH	$4.6M
32	ABN AMRO INVESTMENT SOLUTIONS	Shares	65.6KSH	$4.5M
33	Central Pacific Bank - Trust Division	Shares	63.7KSH	$4.4M
34	Capital Investment Advisory Services, LLC	Shares	62.0KSH	$4.2M
35	BAR HARBOR WEALTH MANAGEMENT	Shares	60.5KSH	$4.1M
36	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	57.3KSH	$3.9M
37	Royal Fund Management, LLC	Shares	51.5KSH	$3.5M
38	Dynamic Advisor Solutions LLC	Shares	51.5KSH	$3.5M
39	Prospera Financial Services Inc	Shares	50.8KSH	$3.5M
40	Farther Finance Advisors, LLC	Shares	50.8KSH	$3.5M
41	Apollon Wealth Management, LLC	Shares	50.5KSH	$3.5M
42	Leelyn Smith, LLC	Shares	50.1KSH	$3.4M
43	HARTFORD INVESTMENT MANAGEMENT CO	Shares	48.4KSH	$3.3M
44	MIZUHO SECURITIES USA LLC	Shares	51.6KSH	$3.2M
45	Louisiana State Employees Retirement System	Shares	44.9KSH	$3.1M
46	Sequoia Financial Advisors, LLC	Shares	44.5KSH	$3.0M
47	Fifth Third Wealth Advisors LLC	Shares	42.3KSH	$2.9M
48	TCV Trust & Wealth Management, Inc.	Shares	41.8KSH	$2.9M
49	Abundance Wealth Counselors	Shares	41.6KSH	$2.8M
50	XML Financial, LLC	Shares	38.5KSH	$2.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 479 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC new	Shares	+1.2M	+$85.3M	$85.3M
2	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+359.2K	+$25.3M	$32.7M
3	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+102.9K	+$8.6M	$23.6M
4	Capital Investment Counsel, LLC new	Shares	+89.3K	+$6.1M	$6.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+45.2K	+$5.7M	$29.5M
6	OFI INVEST ASSET MANAGEMENT added	Shares	+86.0K	+$5.2M	$5.9M
7	Ausbil Investment Management Ltd new	Shares	+67.9K	+$4.6M	$4.6M
8	Merit Financial Group, LLC added	Shares	+51.0K	+$3.7M	$5.8M
9	Dynamic Advisor Solutions LLC added	Shares	+48.2K	+$3.3M	$3.5M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.1K	+$3.3M	$26.6M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+24.2K	+$2.8M	$14.1M
12	Czech National Bank added	Shares	+17.8K	+$2.7M	$17.1M
13	IFM Investors Pty Ltd added	Shares	+15.4K	+$2.4M	$15.3M
14	Fideuram Asset Management (Ireland) dac added	Shares	+35.5K	+$2.3M	$2.3M
15	GODSEY & GIBB, INC trimmed	Shares	-4.8K	+$2.2M	$26.4M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-114.0K	+$2.0M	$95.6M
17	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+22.2K	+$1.8M	$4.5M
18	ABC ARBITRAGE SA new	Shares	+25.5K	+$1.7M	$1.7M
19	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+9.2K	+$1.7M	$12.1M
20	Abundance Wealth Counselors added	Shares	+19.5K	+$1.5M	$2.8M
21	TOTH FINANCIAL ADVISORY CORP added	Shares	+5.1K	+$1.4M	$11.2M
22	Apollon Wealth Management, LLC added	Shares	+16.2K	+$1.3M	$3.5M
23	Bogart Wealth, LLC added	Shares	+5.7K	+$1.3M	$9.8M
24	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+12.1K	+$1.2M	$4.6M
25	San Luis Wealth Advisors LLC new	Shares	+16.1K	+$1.1M	$1.1M
26	Oak Thistle LLC new	Shares	+15.5K	+$1.1M	$1.1M
27	Gilman Hill Asset Management, LLC trimmed	Shares	-845	+$1.0M	$11.4M
28	Avanza Fonder AB added	Shares	+14.6K	+$1.0M	$1.1M
29	Olympiad Research LP new	Shares	+14.6K	+$998.3K	$998.3K
30	DAVENPORT & Co LLC trimmed	Shares	-23.6K	+$969.2K	$25.6M
31	D.A. DAVIDSON & CO. added	Shares	+4.3K	+$961.1K	$7.3M
32	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+225	+$934.9K	$9.7M
33	Police & Firemen's Retirement System of New Jersey added	Shares	+593	+$892.1K	$9.0M
34	ADVOCATE GROUP LLC trimmed	Shares	-191	+$786.7K	$8.4M
35	HENNESSY ADVISORS INC added	Shares	+3.6K	+$704.4K	$5.1M
36	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+10.2K	+$696.8K	$696.8K
37	Stablepoint Partners, LLC added	Shares	+1.2K	+$692.8K	$6.5M
38	BTC Capital Management, Inc. added	Shares	+2.7K	+$609.1K	$4.6M
39	Kesler, Norman & Wride, LLC new	Shares	+8.9K	+$607.7K	$607.7K
40	Wealth Science Advisors LLC new	Shares	+8.5K	+$577.6K	$577.6K
41	Robbins Farley added	Shares	+1.2K	+$575.9K	$5.3M
42	Sequoia Financial Advisors, LLC added	Shares	+4.5K	+$569.3K	$3.0M
43	BAYSHORE ASSET MANAGEMENT, LLC new	Shares	+8.3K	+$568.4K	$568.4K
44	Bill Few Associates, Inc. added	Shares	+1.2K	+$564.0K	$5.2M
45	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.6K	+$551.6K	$7.5M
46	WORLD EQUITY GROUP, INC. new	Shares	+8.0K	+$543.7K	$543.7K
47	Red Door Wealth Management, LLC new	Shares	+7.9K	+$537.5K	$537.5K
48	Harrison Street Private Wealth LLC new	Shares	+7.8K	+$534.0K	$534.0K
49	Capital Investment Advisory Services, LLC added	Shares	+1.4K	+$489.8K	$4.2M
50	Confluence Wealth Services, Inc. added	Shares	+5.7K	+$476.1K	$1.3M

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