Raymond James Financial
D icon

Raymond James Financial’s Dominion Energy D Stock Holding History

Raymond James Financial’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 		$99.2M Sell
1,453,010
-220,674
-13% -$14.3M 0.03% 571
2026
Q1 		$103M Buy
1,673,684
+113,705
+7% +$7.02M 0.03% 504
2025
Q4 		$91.4M Buy
1,559,979
+35,859
+2% +$2.16M 0.03% 542
2025
Q3 		$93.2M Buy
1,524,120
+198,955
+15% +$11.8M 0.03% 526
2025
Q2 		$74.9M Buy
1,325,165
+68,994
+5% +$3.78M 0.03% 575
2025
Q1 		$70.4M Sell
1,256,171
-69,657
-5% -$3.83M 0.03% 559
2024
Q4 		$71.4M Buy
+1,325,828
New +$75.6M 0.03% 548

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial's D Position: Q2 2026 in Review

Raymond James Financial reduced its Dominion Energy (D) stake by 13% in Q2 2026, selling an estimated $14.3M and leaving 1,453,010 shares worth $99.2M. The position accounts for 0.03% of the portfolio, ranked #571.

Raymond James Financial first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $103M in Q1 2026. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Raymond James Financial held 1,453,010 shares of Dominion Energy worth $99.2M as of Q2 2026.
  • Raymond James Financial sold 220,674 Dominion Energy shares in Q2 2026, an estimated $14.3M.
  • Dominion Energy made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #571 holding.
  • Raymond James Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Dominion Energy position peaked at $103M in Q1 2026.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.