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Patriot Financial Group Insurance Agency’s Dominion Energy D Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$857K Buy
12,543
+6,195
+98% +$403K 0.09% 250
2026
Q1 		$392K Sell
6,348
-3,080
-33% -$190K 0.02% 494
2025
Q4 		$552K Buy
+9,428
New +$568K 0.07% 279
2024
Q1 		– Sell
-7,912
Closed -$372K – 490
2023
Q4 		$372K Buy
7,912
+107
+1% +$4.78K 0.07% 293
2023
Q3 		$349K Buy
7,805
+615
+9% +$30.5K 0.07% 304
2023
Q2 		$372K Sell
7,190
-159
-2% -$8.64K 0.07% 295
2023
Q1 		$411K Buy
7,349
+471
+7% +$27.6K 0.08% 263
2022
Q4 		$422K Buy
6,878
+492
+8% +$30.9K 0.06% 235
2022
Q3 		$441K Buy
6,386
+25
+0.4% +$2.02K 0.11% 216
2022
Q2 		$508K Buy
6,361
+780
+14% +$64.4K 0.1% 201
2022
Q1 		$474K Sell
5,581
-718
-11% -$57.7K 0.08% 241
2021
Q4 		$495K Buy
6,299
+157
+3% +$11.8K 0.08% 245
2021
Q3 		$448K Buy
6,142
+692
+13% +$52.8K 0.08% 259
2021
Q2 		$401K Buy
5,450
+907
+20% +$70K 0.07% 269
2021
Q1 		$345K Buy
4,543
+758
+20% +$55.1K 0.08% 261
2020
Q4 		$285K Buy
3,785
+1,707
+82% +$136K 0.07% 267
2020
Q3 		$164K Buy
2,078
+46
+2% +$3.61K 0.05% 303
2020
Q2 		$165K Buy
2,032
+481
+31% +$38.6K 0.06% 265
2020
Q1 		$112K Sell
1,551
-91
-6% -$7.43K 0.05% 303
2019
Q4 		$136K Buy
1,642
+169
+11% +$13.8K 0.05% 289
2019
Q3 		$19K Sell
1,473
-70
-5% -$5.41K 0.01% 661
2019
Q2 		$119K Buy
1,543
+25
+2% +$1.91K 0.05% 281
2019
Q1 		$116K Buy
1,518
+719
+90% +$52.5K 0.06% 246
2018
Q4 		$57K Buy
799
+568
+246% +$41.5K 0.04% 297
2018
Q3 		$16K Sell
231
-1
-0.4% -$71 0.01% 515
2018
Q2 		$16K Sell
232
-54
-19% -$3.52K 0.02% 324
2018
Q1 		$19K Buy
286
+3
+1% +$222 0.01% 477
2017
Q4 		$21K Buy
283
+56
+25% +$4.54K 0.02% 441
2017
Q3 		$17K Buy
227
+1
+0.4% +$78 0.02% 447
2017
Q2 		$17K Buy
226
+10
+5% +$786 0.02% 416
2017
Q1 		$17K Buy
216
+18
+9% +$1.36K 0.02% 393
2016
Q4 		$15K Buy
+198
New +$14.6K 0.02% 400

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's D Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its Dominion Energy (D) stake by 98% in Q2 2026, buying an estimated $403K and bringing the position to 12,543 shares worth $857K. The position accounts for 0.09% of the portfolio, ranked #250.

Patriot Financial Group Insurance Agency first reported a position in D in Q4 2016 and has held it in 32 quarters since. 868 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 12,543 shares of Dominion Energy worth $857K as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 6,195 Dominion Energy shares in Q2 2026, an estimated $403K.
  • Dominion Energy made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #250 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dominion Energy in Q4 2016 and has held it in 32 quarters since.
  • 868 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.