Which funds own D
Dominion Energy Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $10.8bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $10.8bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 4
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $5.0bn | 0.7% | 73,855,890 | +$2.0bn+24,879,843 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $2.8bn | 0.5% | 40,867,860 | -$152m-6,727,150 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $1.4bn | 0.4% | 20,030,451 | -$283m-6,590,991 | Trimmed |
| Dodge & Cox Activist · $191bn book | $1.2bn | 0.7% | 18,303,470 | +$46m-1,174,050 | Trimmed |
| Millennium Management LLC Multi-strategy · $276bn book | $317m | 0.1% | 4,645,087 | +$292m+4,239,028 | Added |
| Soros Fund Management LLC Macro · $8.1bn book | $11m | 0.1% | 165,344 | opened165,344 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- PDT Partners LLC · Quantitative$1.2m held before
Ownership through time
At least 13 of the 95 managers whose filings are on file listed D in Q2 2026, against 12 in Q2 2013. 2 managers more than in Q1 2026: 3 started positions; 3 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 12
- Q3 2013: 13
- Q4 2013: 11
- Q1 2014: 16
- Q2 2014: 16
- Q3 2014: 18
- Q4 2014: 13
- Q1 2015: 15
- Q2 2015: 15
- Q3 2015: 15
- Q4 2015: 14
- Q1 2016: 14
- Q2 2016: 11
- Q3 2016: 12
- Q4 2016: 12
- Q1 2017: 9
- Q2 2017: 14
- Q3 2017: 14
- Q4 2017: 12
- Q1 2018: 23
- Q2 2018: 18
- Q3 2018: 14
- Q4 2018: 24
- Q1 2019: 25
- Q2 2019: 21
- Q3 2019: 20
- Q4 2019: 19
- Q1 2020: 24
- Q2 2020: 17
- Q3 2020: 20
- Q4 2020: 28
- Q1 2021: 26
- Q2 2021: 21
- Q3 2021: 16
- Q4 2021: 18
- Q1 2022: 19
- Q2 2022: 20
- Q3 2022: 17
- Q4 2022: 24
- Q1 2023: 19
- Q2 2023: 12
- Q3 2023: 12
- Q4 2023: 15
- Q1 2024: 10
- Q2 2024: 9
- Q3 2024: 14
- Q4 2024: 13
- Q1 2025: 16
- Q2 2025: 10
- Q3 2025: 8
- Q4 2025: 12
- Q1 2026: 11
- Q2 2026: 13
- Q2 2013: $3.6bn
- Q3 2013: $4.4bn
- Q4 2013: $4.4bn
- Q1 2014: $4.4bn
- Q2 2014: $4.5bn
- Q3 2014: $4.7bn
- Q4 2014: $5.1bn
- Q1 2015: $4.8bn
- Q2 2015: $4.9bn
- Q3 2015: $6.0bn
- Q4 2015: $6.2bn
- Q1 2016: $7.4bn
- Q2 2016: $8.1bn
- Q3 2016: $7.7bn
- Q4 2016: $7.6bn
- Q1 2017: $7.4bn
- Q2 2017: $7.1bn
- Q3 2017: $6.9bn
- Q4 2017: $6.9bn
- Q1 2018: $6.6bn
- Q2 2018: $5.9bn
- Q3 2018: $5.6bn
- Q4 2018: $6.8bn
- Q1 2019: $7.1bn
- Q2 2019: $6.8bn
- Q3 2019: $7.7bn
- Q4 2019: $8.4bn
- Q1 2020: $7.2bn
- Q2 2020: $9.3bn
- Q3 2020: $8.7bn
- Q4 2020: $7.2bn
- Q1 2021: $7.4bn
- Q2 2021: $7.5bn
- Q3 2021: $7.2bn
- Q4 2021: $8.2bn
- Q1 2022: $9.3bn
- Q2 2022: $9.3bn
- Q3 2022: $7.5bn
- Q4 2022: $6.3bn
- Q1 2023: $6.1bn
- Q2 2023: $5.7bn
- Q3 2023: $5.4bn
- Q4 2023: $6.4bn
- Q1 2024: $6.5bn
- Q2 2024: $6.2bn
- Q3 2024: $7.4bn
- Q4 2024: $6.5bn
- Q1 2025: $7.0bn
- Q2 2025: $8.8bn
- Q3 2025: $9.8bn
- Q4 2025: $10.5bn
- Q1 2026: $10.4bn
- Q2 2026: $12.4bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital Research Global Investors48,976,047 to 73,855,890 shares+$1.7bn
- T. Rowe Price Associates Inc6,367,069 to 8,393,727 shares+$138m
- Point72 Asset Management LPnew: 627,216 shares+$43m
- Invesco Ltd11,448,321 to 11,889,404 shares+$30m
- Soros Fund Management LLCnew: 165,344 shares+$11m
Largest decreases, by shares
- Wellington Management Group LLP47,595,010 to 40,867,860 shares-$459m
- MFS Investment Management26,621,442 to 20,030,451 shares-$447m
- Dodge & Cox19,477,520 to 18,303,470 shares-$80m
Left it
- PDT Partners LLCwas $1.2m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q2 2013 | $5.0bn | $5.0bn | |
| Wellington Management Group LLP | Q2 2013 | $2.9bn | $2.8bn | |
| MFS Investment Management | Q2 2013 | $1.8bn | $1.4bn | |
| Dodge & Cox | Q2 2013 | $1.4bn | $1.2bn | |
| Invesco Ltd | Q2 2013 | $1.1bn | $812m | |
| T. Rowe Price Associates Inc | Q1 2019 | $2.2bn | $573m | |
| Millennium Management LLC | Q2 2013 | $317m | $317m | |
| AllianceBernstein LP | Q2 2013 | $128m | $97m | |
| Marshall Wace LLP | Q4 2020 | $119m | $64m | |
| Point72 Asset Management LP | Q2 2014 | $234m | $43m | |
| Woodline Partners LP | Q2 2026 | $13m | $13m | |
| Soros Fund Management LLC | Q1 2018 | $15m | $11m | |
| Freestone Grove Partners LP | Q2 2026 | $2.7m | $2.7m | |
| Capital World Investors | Q2 2013 | $2.0bn | last listed Q1 2023 | |
| Fidelity (FMR LLC) | Q1 2014 | $1.3bn | last listed Q4 2023 | |
| D. E. Shaw & Co. | Q4 2018 | $285m | last listed Q1 2023 | |
| Neuberger Berman Group LLC | Q2 2013 | $255m | last listed Q3 2024 | |
| Citadel Advisors LLC | Q3 2017 | $239m | last listed Q1 2026 | |
| Balyasny Asset Management LLC | Q4 2013 | $196m | last listed Q1 2026 | |
| Janus Henderson Group Ltd | Q2 2013 | $166m | last listed Q3 2021 | |
| Renaissance Technologies LLC | Q2 2014 | $148m | last listed Q1 2025 | |
| Two Sigma Investments LP | Q1 2018 | $137m | last listed Q4 2024 | |
| AQR Capital Management LLC | Q1 2014 | $110m | last listed Q2 2025 |
What D is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around D →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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