Gleason Group 13F: Exits Dominion Energy (D) Stake

Gleason Group walked away from its investment in Dominion Energy, Inc. NYSE: D, selling off its entire stake during the period, according to a Form 13F filed with the Securities and Exchange Commission on October 15, 2026. Keep in mind that 13F filings are backward-looking and reflect holdings as of the end of the reported quarter, so they may not show the fund's current moves.

What Changed in Gleason Group's Dominion Energy Position

Gleason Group sold out completely, shedding its remaining 1,002 shares to bring its ending share count to zero. The portfolio change represents a total exit from the utility company. Because 13F reports look backward, this filing captures portfolio adjustments made during the quarter but does not speak to where those funds went next.

Other Institutional Activity in Dominion Energy

Other major institutional investors adjusted their holdings by varying degrees during the reporting period. Capital Research Global Investors grew its holdings by 24,879,836 shares, ending with 73,855,890 shares worth about $4.69 billion. Blackrock Inc. reduced its holdings by 7,996,154 shares, ending with 73,018,575 shares worth about $4.64 billion. Vanguard Capital Management LLC grew its holdings by 1,147,476 shares, ending with 57,396,293 shares worth about $3.65 billion. State Street Corporation grew its holdings by 1,702,827 shares, ending with 50,917,469 shares worth about $3.24 billion. Vanguard Portfolio Management LLC grew its holdings by 644,137 shares, ending with 45,067,363 shares worth about $2.86 billion.

Dominion Energy, Inc. Stock Up 1.3%

Dominion Energy recently traded around $63.61 as of October 16, 2026. The stock sits below its 50-day moving average of $64.56 and its 200-day moving average of $64.49. Shares rest roughly 12.9% below their 52-week high of $72.99 and about 13.9% above their 52-week low of $55.85.

Recent Earnings

Dominion Energy reported trailing-twelve-month revenue of $18.12 billion alongside basic trailing earnings of $2.89 per share. The company posted a net profit margin of 14.0% and a return on equity of 8.3%. Investors are watching for the next earnings report scheduled for October 30, 2026.

Dividend

The company offers an annual dividend yield of 4.25% with a payout ratio of 92.4%.

Insider Buying and Selling at Dominion Energy, Inc.

Chief Executive Officer Robert M. Blue picked up 4,152 shares on August 27, 2025, at an average price of $60.35, for a total value of $250,557 in a transaction not made under a Rule 10b5-1 trading plan.

Analysts Set New Price Targets

On August 17, 2026, Evercore ISI Group maintained its In-Line rating on the stock while raising its price target to $70.00 from $67.00. On August 19, 2026, TD Cowen upgraded the stock to Buy, lifting its price target to $80.00 from $69.00. On August 21, 2026, Morgan Stanley maintained an Equal-Weight rating while lowering its target to $68.00 from $71.00. On September 18, 2026, Morgan Stanley maintained its Equal-Weight rating, reducing the target to $66.00 from $68.00. Later, on October 12, 2026, Truist Securities maintained a Hold rating and adjusted its target down to $62.00 from $66.00. Analysts currently maintain a consensus buy recommendation with a mean price target of $71.58.

About Dominion Energy

Dominion Energy operates as a major utility provider delivering regulated electricity and natural gas services across multiple U.S. states. The enterprise generates, transmits, and distributes power to millions of residential, commercial, and industrial accounts. Institutional shifts in companies like this help track how large asset managers allocate capital across defensive utility sectors.

Bottom Line

Investors will look toward the upcoming earnings release on October 30, 2026, for fresh updates on financial performance. Because 13F data looks back at prior quarters, market participants should view these filing shifts as historical context rather than active trading indicators.