Patriot Financial Group Insurance Agency LLC Trims Stake in Dominion Energy Inc. $D

Posted by Tyrone Williams on Jul 2nd, 2026

Patriot Financial Group Insurance Agency LLC reduced its stake in Dominion Energy Inc. (NYSE:D – Free Report) by 77.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,348 shares of the utilities provider’s stock after selling 21,980 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Dominion Energy were worth $392,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. AustralianSuper Pty Ltd boosted its position in shares of Dominion Energy by 1,785.9% in the third quarter. AustralianSuper Pty Ltd now owns 519,100 shares of the utilities provider’s stock worth $31,753,000 after purchasing an additional 491,574 shares during the period. CWA Asset Management Group LLC raised its position in shares of Dominion Energy by 192.1% during the 4th quarter. CWA Asset Management Group LLC now owns 37,068 shares of the utilities provider’s stock valued at $2,172,000 after purchasing an additional 24,376 shares during the period. Wellington Management Group LLP lifted its stake in shares of Dominion Energy by 4.4% during the 3rd quarter. Wellington Management Group LLP now owns 30,746,146 shares of the utilities provider’s stock valued at $1,880,742,000 after buying an additional 1,298,881 shares in the last quarter. Capital Research Global Investors lifted its stake in shares of Dominion Energy by 22.4% during the 3rd quarter. Capital Research Global Investors now owns 54,850,042 shares of the utilities provider’s stock valued at $3,355,175,000 after buying an additional 10,049,691 shares in the last quarter. Finally, SageView Advisory Group LLC boosted its holdings in Dominion Energy by 100.8% in the 3rd quarter. SageView Advisory Group LLC now owns 56,167 shares of the utilities provider’s stock worth $3,436,000 after buying an additional 28,199 shares during the period. 73.04% of the stock is currently owned by hedge funds and other institutional investors.

Dominion Energy Stock Performance

Shares of NYSE D opened at $67.77 on Thursday. The company has a market cap of $59.60 billion, a P/E ratio of 20.05 and a beta of 0.65. Dominion Energy Inc. has a 52-week low of $55.36 and a 52-week high of $70.17. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.61 and a current ratio of 0.78. The firm’s fifty day moving average is $65.84 and its two-hundred day moving average is $63.05.

Dominion Energy (NYSE:D – Get Free Report) last released its quarterly earnings data on Friday, May 1st. The utilities provider reported $0.95 EPS for the quarter, beating the consensus estimate of $0.90 by $0.05. The business had revenue of $5.02 billion during the quarter, compared to the consensus estimate of $4.43 billion. Dominion Energy had a net margin of 16.93% and a return on equity of 9.63%. The business’s revenue was up 23.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.93 EPS. Dominion Energy has set its FY 2026 guidance at 3.450-3.690 EPS. As a group, analysts anticipate that Dominion Energy Inc. will post 3.59 EPS for the current fiscal year.

Dominion Energy Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Saturday, June 20th. Investors of record on Friday, May 29th were given a $0.6675 dividend. This represents a $2.67 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date was Friday, May 29th. Dominion Energy’s payout ratio is currently 78.99%.

Key Dominion Energy News

Here are the key news stories impacting Dominion Energy this week:

Positive Sentiment: Analysts and media reports highlighted Dominion as a key “AI infrastructure” asset, suggesting its regulated power network and utility footprint could benefit from rising demand tied to data centers and electrification. Morgan Stanley Bumps Up Price Target on Dominion Energy (D). Here is Why
Positive Sentiment: Coverage also noted Dominion’s grid upgrades in growing markets, reinforcing the view that the company has long-term regulated growth opportunities and improving asset value. Powering Mount Pleasant’s future: Dominion upgrades grid as growth continues
Neutral Sentiment: Market commentary said NextEra’s proposed Dominion deal could put the combined company at the center of the AI power race, which keeps Dominion in the spotlight as investors weigh strategic value versus execution risk. NextEra’s Dominion deal could put it at the center of the ai power race
Neutral Sentiment: Dominion’s recent trading weakness also reflects a broader market pullback rather than company-specific operational news. Dominion Energy (D) Stock Sinks As Market Gains: What You Should Know
Negative Sentiment: Several lawmakers, including Sen. Angus King, are urging FERC to reject NextEra’s proposed purchase of Dominion, adding regulatory and political uncertainty around the deal. Sen. King urges FERC to reject $67B NextEra-Dominion merger

Analysts Set New Price Targets

D has been the topic of a number of recent analyst reports. Seaport Research Partners cut Dominion Energy from a “buy” rating to a “hold” rating in a report on Wednesday, May 20th. Bank of America upped their price objective on Dominion Energy from $63.00 to $65.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Mizuho increased their target price on Dominion Energy from $66.00 to $72.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. Truist Financial decreased their target price on Dominion Energy from $67.00 to $66.00 and set a “hold” rating on the stock in a research note on Friday, May 29th. Finally, Royal Bank Of Canada boosted their price target on Dominion Energy from $66.00 to $72.00 and gave the stock a “sector perform” rating in a report on Tuesday, May 19th. Four analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $67.62.

Read Our Latest Report on Dominion Energy

Dominion Energy Company Profile

(Free Report)

Dominion Energy, Inc, headquartered in Richmond, Virginia, is a diversified energy company that primarily operates regulated electricity and natural gas utilities and develops energy infrastructure. The company’s core activities include the generation, transmission and distribution of electricity to residential, commercial and industrial customers, as well as the purchase, storage and delivery of natural gas. Dominion combines traditional utility operations with energy infrastructure businesses to provide essential services across its service territories.

Dominion’s electricity portfolio spans multiple technologies and fuel sources, including nuclear, natural gas-fired generation and renewable resources such as utility-scale solar and wind.