PFGIA
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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
Q1 		– Sell
-18,900
Closed -$1.11M – 708
2025
Q4 		$1.11M Buy
+18,900
New +$1.14M 0.13% 193

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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. 1,187 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.
  • 1,187 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.