NextEra Energy Inc. and Dominion Energy Inc. offered Virginia additional concessions in their latest bid to convince the state to approve its $67 billion merger, although the utilities didn’t bow to the biggest demand from Governor Abigail Spanberger.
D Dominion Energy, Inc Common Stock
XNYS
68.55
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
D
$68.55
—
What changed
Recent filings, trades and movesKey stats
$68.55
- 52-Week Range
- $55.85 – $72.99
- YTD
- +15.71%
- IV Rank (30D)
- 18.13
- Straddle Price
- $3.70
- P/C Vol Ratio
- 2.00
- Market Cap
- $60.3B
- Open
- $69.18
- Day Range
- $68.46 – $69.18
- Volume
- 3,226,688
- Prev Close
- $68.60
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 0.55 |
| Cost of Equity (CAPM) | 7.65% (VRP-adj) |
| WACC | 6.78% |
| Volatility Risk Premium | +27.9pp (IV − HV30) |
| Effective Tax Rate | 13.1% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-6.3B |
| Return on Equity (TTM) | 9.0% |
| Book / Price | 56.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 66.9% |
| FCF Margin (TTM) | -32.8% |
| Debt / Equity | 1.42 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $63.94 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $65.05 |
| Bollinger Width / SMA20 | 14.8% (drives anchor stability) |
| Net Debt | $48.5B |
| Market Cap | $61B |
Peers used for multiples: AEP, CEG, DUK, ETR, NEE, SO, XEL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
58%
20-Day Fair Value
≈ by Dec 8, 2026
$68.84
α +0.4%
rank 77%
conviction
29%
40-Day Fair Value
≈ by Jan 6, 2027
$68.41
α -0.2%
rank 77%
conviction
10%
60-Day Fair Value
≈ by Feb 4, 2027
$67.02
α -2.3%
rank 77%
conviction
58%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $132.45 | 19% | |
| Peer P/E | $72.78 | 7% | median 22.0× · 7 peers |
| Peer EV/EBITDA | $87.23 | 7% | median 13.6× · 7 peers |
| Peer P/B | $100.27 | 7% | median 2.6× · 7 peers |
| Peer P/S | $83.12 | 7% | median 3.5× · 7 peers |
| Market Anchor (SMA50) | $63.94 | 36% | stability 76% (BB-width) |
| Options Expected (B-L 30d) | $70.26 | 17% | 14 strikes · skew +0.98 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- ELECTRIC SERVICES (4911) · industry map
- Exchange
- XNYS
- Market Cap
- $60.3B
- Employees
- 15,200
- List Date
- 1972-06-01
- CIK
- 0000715957
- Last Earnings
- Oct 30 before open · +2.3% vs ±4.2% expected
- Headquarters
- Richmond, VA
- Homepage
- https://www.dominionenergy.com
Based in Richmond, Virginia, Dominion Energy is an integrated energy company with over 31 gigawatts of electric generation capacity and more than 91,000 miles of electric transmission and distribution lines. Dominion is constructing a rate-regulated 5.2 GW wind farm off the Virginia Beach coast.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.35% | 2.95% | 1.06% | -5.75% | 2.19% | 1.57% | 0.11% |
| Feb | -6.00% | -0.62% | -11.85% | 2.46% | 0.53% | 5.18% | -1.72% |
| Mar | 8.62% | 7.16% | 2.14% | 9.82% | -1.41% | -1.95% | 4.06% |
| Apr | 5.52% | -5.43% | 2.83% | 3.70% | -3.34% | 3.95% | 1.21% |
| May | -5.26% | 3.91% | -11.97% | 5.42% | 3.36% | 4.69% | 0.02% |
| Jun | -2.62% | -4.66% | 5.65% | -8.70% | -0.44% | 5.70% | -0.84% |
| Jul | 1.03% | 0.91% | 1.79% | 11.35% | 1.39% | 2.31% | 3.13% |
| Aug | 3.30% | -0.90% | -7.19% | 0.83% | -0.84% | -3.99% | -1.47% |
| Sep | -7.55% | -16.09% | -6.70% | 1.87% | 3.43% | -8.83% | -5.64% |
| Oct | 5.04% | -1.58% | -4.70% | 2.21% | -3.63% | 9.64% | 1.16% |
| Nov | -5.58% | -12.35% | 12.73% | -0.41% | 7.32% | 1.24%* | 0.49% |
| Dec | 10.88% | 1.57% | 0.71% | -6.07% | -3.63% | -- | 0.69% |
| Total | 4.04% | -24.48% | -17.01% | 15.75% | 4.42% | 19.77% | 0.41% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $65.35
SMA 50: $64.00
SMA 200: $65.04
Current: $68.57
EMA 12: $67.09
EMA 26: $65.56
MACD: 1.5321 | Signal: 0.4840
BULLISH
ADX (14): 34.37
TREND
+DI: 32.40
−DI: 14.66
Momentum Oscillators
RSI (14): 64.54
NEUTRAL
Stoch %K: 75.79
Stoch %D: 82.25
Williams %R: -28.51
Volume & Volatility
BB Upper: $70.25
BB Lower: $60.46
NEUTRAL
OBV: 118,254,016
Vol SMA 20: 4,734,463
Vol ROC: -19.02%
ATR: $1.41
True Range: $0.72
HV 20: 28.8%
HV 30: 24.3%
HV 60: 20.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before D’s Oct 30 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BULLISH (Confidence Level: 8/10)
Key Drivers:
- Technical indicators suggest a bullish trend, with momentum signals aligned.
- Recent news headlines are overwhelmingly positive, highlighting the company's plans for AI-driven growth.
Primary Risks:
- High beta (-0.07) indicates increased volatility and potential price swings.
- Options market pricing suggests a moderate move by expiration ($3.68), which may not be fully reflected in current prices.
Investment Thesis: D (SYMBOL: D) is poised for short-term growth, driven by positive news sentiment and technical momentum. The company's focus on AI-driven innovation positions it well to capitalize on the increasing demand for sustainable energy solutions.
Recent News Sentiment Impact: The recent string of positive news headlines has boosted investor confidence, contributing to the stock's upward trend.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- SMA 20: $70.07
- SMA 50: $68.80
- Upper Bollinger Band: $72.54
Momentum Signals:
- RSI interpretation: Neutral (36.12), indicating no overbought or oversold conditions.
- MACD signal: Bullish, with a bullish crossover above the signal line.
Volume Analysis:
- Volume SMA 20: 3343703.10
- On-Balance Volume (OBV): 163646317.53
- Volume Rate of Change: 8.59%
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines focus on the company's AI-driven growth plans, partnerships, and product launches.
Sentiment Assessment: Aggregate news sentiment is positive, contributing to investor confidence.
Catalyst Identification: The upcoming earnings report (no specific date available) may provide additional insights into the company's performance and future prospects.
Market Narrative: Positive news sentiment aligns with technical signals, supporting the bullish trend.
Risk & Volatility Assessment
Beta Interpretation: Negative beta (-0.07) indicates increased volatility and potential price swings.
Volatility Regime: Current volatility levels are moderate (HV30: 16.5%), with a historical average of 14.5%.
Options Market Signals:
- IV Rank: 28.9% (Medium), indicating historically high implied volatility.
- Options market pricing suggests a moderate move by expiration ($3.68).
Downside Protection: Support levels are provided by the SMA 50 and lower Bollinger Band.
Market Context & Positioning
Sector Performance: D is outperforming its sector peers, with a relative strength of +2.5% (vs XLU) over the past month.
Institutional Activity: Institutional interest is moderate, with a volume rate of change of 8.59%.
Correlation Analysis: The stock exhibits an inverse correlation (-0.04) with the broader market (SPY).
Relative Valuation: D is trading within its recent range ($62.25-$72.54), with no clear signs of overvaluation or undervaluation.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $72.54
- SMA 20: $70.07
- SMA 50: $68.80
Breakout/Breakdown Levels: No specific levels identified, but the stock's recent range ($62.25-$72.54) may serve as a guide.
Time-Sensitive Catalysts: The upcoming earnings report (no specific date available) may provide additional insights into the company's performance and future prospects.
Risk Management: Consider setting stop-loss levels at $65.50 or below, with position sizing considerations based on market volatility.
Generated
News
All D news →
Dominion's capital spending surge is locked in by binding contracts, reducing execution risk for shareholders seeking steady returns.
Offshore wind project nears completion as data center demand surges 13% year-over-year.
Showing 1–10 of 14
Page 1 of 2
Earnings History
23 of 24 under expected move
Avg Expected Move
4.30%
Avg Actual Move
1.68%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-12 | Pre-Market | 3.16% | 1.63% | 0.52x | Within |
| 2021-05-04 | Pre-Market | 3.17% | 1.19% | 0.38x | Within |
| 2021-08-06 | Pre-Market | 3.22% | 0.11% | 0.03x | Within |
| 2021-11-05 | Pre-Market | 3.31% | 1.44% | 0.44x | Within |
| 2022-02-11 | Pre-Market | 2.95% | 1.06% | 0.36x | Within |
| 2022-05-05 | Pre-Market | 4.13% | 0.64% | 0.15x | Within |
| 2022-08-08 | Pre-Market | 2.96% | 1.43% | 0.48x | Within |
| 2022-11-04 | Pre-Market | 5.08% | 3.03% | 0.60x | Within |
| 2023-02-08 | Pre-Market | 4.12% | 3.30% | 0.80x | Within |
| 2023-05-05 | Pre-Market | 4.86% | 0.14% | 0.03x | Within |
| 2023-08-04 | Pre-Market | 4.67% | 3.02% | 0.65x | Within |
| 2023-11-03 | Pre-Market | 5.87% | 6.16% | 1.05x | Exceeded |
| 2024-02-22 | Pre-Market | 6.22% | 1.49% | 0.24x | Within |
| 2024-05-02 | Pre-Market | 4.85% | 0.02% | 0.00x | Within |
| 2024-08-01 | Pre-Market | 4.02% | 3.70% | 0.92x | Within |
| 2024-11-01 | Pre-Market | 5.00% | 0.91% | 0.18x | Within |
| 2025-02-12 | Pre-Market | 3.95% | 0.39% | 0.10x | Within |
| 2025-05-01 | After-Close | 4.10% | 0.31% | 0.08x | Within |
| 2025-08-01 | Pre-Market | 4.62% | 3.35% | 0.73x | Within |
| 2025-10-31 | After-Close | 4.98% | 0.34% | 0.07x | Within |
| 2026-02-23 | Pre-Market | 5.08% | 2.62% | 0.52x | Within |
| 2026-05-01 | Pre-Market | 4.30% | 0.87% | 0.20x | Within |
| 2026-07-31 | Pre-Market | 4.52% | 0.80% | 0.18x | Within |
| 2026-10-30 | Pre-Market | 4.18% | 2.30% | 0.55x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
D Options Activity & IV Rank
D IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 20.6%
7-DTE IV: 18.6%
Expected Move: $3.70
7-DTE Move: $2.08
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 1,033
Put Volume: 2,069
P/C Volume: 2.003
BEARISH
Call OI: 46,778
Put OI: 21,685
P/C OI: 0.464
Total OI: 68,463
ATM Options Pricing
ATM Call: $2.33
ATM Put: $1.38
Call %: 3.4%
Put %: 2.0%
Chain Summary
Chain Volume: 3,102
Chain OI: 68,463
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 75th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
75%
vs own history
GEX tilt
+0.52
OI-weighted, today
Vanna tilt
+0.07
δ-sensitivity to IV
Charm tilt
+0.09
δ-decay vs time
? What is this?
· 38 ATM contracts, 32k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)1.6LowNov 9
IV Rank (30 DTE)18.1LowNov 9
Straddle Price (30 DTE)$3.70Nov 9
Beta Analysis
Risk Metrics
Beta: -0.0751
Alpha: 14.01%
Correlation: -0.0479
R-Squared: 0.2%
Stock Volatility: 21.6%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own D
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $317.2M | #61 of 3716 | +1043.9% | 13F | |
| Point72 Hedge fund Steve Cohen | $42.8M | #371 of 1945 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $32.9M | #885 of 6285 | -87.5% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $13.1M | #628 of 4729 | -4.1% | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $11.3M | #128 of 251 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
D Institutional Ownership (13F)
Filings for 2026-09-30
? 13F Guide
Diluted shares outstanding: 876,175,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
31 filers$284.78M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $109.26M | 38.37% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $60.11M | 21.11% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $23.38M | 8.21% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $20.05M | 7.04% | 2026-06-30 |
| 5 | Centiva Capital, LP | $15.52M | 5.45% | 2026-06-30 |
| 6 | BNP Paribas Financial Markets Custodian | $9.38M | 3.29% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $9.18M | 3.22% | 2026-09-30 |
| 8 | TUDOR INVESTMENT CORP ET AL | $6.76M | 2.37% | 2026-06-30 |
| 9 | PEAK6 LLC | $3.59M | 1.26% | 2026-06-30 |
| 10 | Twin Tree Management, LP | $3.57M | 1.25% | 2026-06-30 |
| 11 | UBS Group AG Custodian | $3.52M | 1.24% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $3.32M | 1.17% | 2026-09-30 |
| 13 | Verition Fund Management LLC | $2.41M | 0.85% | 2026-06-30 |
| 14 | Walleye Capital LLC | $2.15M | 0.76% | 2026-06-30 |
| 15 | Millennium Management LLC Custodian | $2.11M | 0.74% | 2026-06-30 |
| 16 | Alphadyne Asset Management LP | $2.10M | 0.74% | 2026-06-30 |
| 17 | Walleye Trading LLC | $1.60M | 0.56% | 2026-06-30 |
| 18 | CAPITAL FUND MANAGEMENT S.A. | $1.13M | 0.40% | 2026-06-30 |
| 19 | Goldman Sachs Group Inc Custodian | $887.77K | 0.31% | 2026-06-30 |
| 20 | CAPSTONE INVESTMENT ADVISORS, LLC | $860.45K | 0.30% | 2026-06-30 |
| 21 | Point72 Asset Management, L.P. | $682.90K | 0.24% | 2026-06-30 |
| 22 | READYSTATE ASSET MANAGEMENT LP | $648.75K | 0.23% | 2026-06-30 |
| 23 | SG Americas Securities, LLC | $615.00K | 0.22% | 2026-06-30 |
| 24 | Allianz Asset Management GmbH | $478.03K | 0.17% | 2026-06-30 |
| 25 | NINE MASTS CAPITAL Ltd | $440.96K | 0.15% | 2026-06-30 |
25 filers$183.42M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $68.06M | 37.11% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $36.28M | 19.78% | 2026-06-30 |
| 3 | JPMorgan Chase & Co Custodian | $34.59M | 18.86% | 2026-06-30 |
| 4 | BNP Paribas Financial Markets Custodian | $15.81M | 8.62% | 2026-06-30 |
| 5 | UBS Group AG Custodian | $3.52M | 1.92% | 2026-06-30 |
| 6 | HSBC Holdings plc Custodian | $3.48M | 1.90% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $2.58M | 1.41% | 2026-09-30 |
| 8 | GROUP ONE TRADING LLC Custodian | $2.37M | 1.29% | 2026-06-30 |
| 9 | Verition Fund Management LLC | $2.25M | 1.22% | 2026-06-30 |
| 10 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.19M | 1.20% | 2026-06-30 |
| 11 | Jane Street Group, LLC Custodian | $2.06M | 1.12% | 2026-06-30 |
| 12 | Alphadyne Asset Management LP | $2.01M | 1.09% | 2026-06-30 |
| 13 | TUDOR INVESTMENT CORP ET AL | $1.48M | 0.81% | 2026-06-30 |
| 14 | Walleye Trading LLC | $1.41M | 0.77% | 2026-06-30 |
| 15 | Point72 Asset Management, L.P. | $1.34M | 0.73% | 2026-06-30 |
| 16 | READYSTATE ASSET MANAGEMENT LP | $874.11K | 0.48% | 2026-06-30 |
| 17 | Allianz Asset Management GmbH | $778.51K | 0.42% | 2026-06-30 |
| 18 | Total Wealth Planning & Management, Inc. | $453.90K | 0.25% | 2026-09-30 |
| 19 | Tidal Investments LLC | $416.57K | 0.23% | 2026-06-30 |
| 20 | Simplex Trading, LLC Custodian | $405.48K | 0.22% | 2026-09-30 |
| 21 | All Terrain Financial Advisors, LLC | $355.11K | 0.19% | 2026-06-30 |
| 22 | Bank of Montreal Custodian | $225.36K | 0.12% | 2026-06-30 |
| 23 | Walleye Capital LLC | $198.04K | 0.11% | 2026-06-30 |
| 24 | Capula Management Ltd | $177.55K | 0.10% | 2026-06-30 |
| 25 | NINE MASTS CAPITAL Ltd | $100.80K | 0.06% | 2026-06-30 |
D Insider Trading (Form 4)
Latest: 2026-05-07Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-07 | James A Bennett | Director | Award (A) | +2,820 | $62.95 | $177.5K | EDGAR |
| 2026-05-07 | D Maybank Hagood | Director | Award (A) | +2,820 | $62.95 | $177.5K | EDGAR |
| 2026-05-07 | Mark J Kington | Director | Award (A) | +5,005 | $62.95 | $315.1K | EDGAR |
| 2026-05-07 | Joseph M Rigby | Director | Award (A) | +3,273 | $62.95 | $206.0K | EDGAR |
| 2026-05-07 | Kristin G Lovejoy | Director | Award (A) | +4,687 | $62.95 | $295.0K | EDGAR |
| 2026-05-07 | Pamela J. Royal | Director | Award (A) | +2,820 | $62.95 | $177.5K | EDGAR |
| 2026-05-07 | Jeffrey J. Lyash | Director | Award (A) | +2,820 | $62.95 | $177.5K | EDGAR |
| 2026-05-07 | Robert H Spilman Jr | Director | Award (A) | +5,084 | $62.95 | $320.0K | EDGAR |
| 2026-05-07 | Susan N Story | Director | Award (A) | +5,481 | $62.95 | $345.0K | EDGAR |
| 2026-05-07 | Vanessa Allen Sutherland | Director | Award (A) | +4,687 | $62.95 | $295.0K | EDGAR |
| 2026-02-27 | Edward H Baine | EVP - Util. Ops and Pres - DEV | Award (A) | +7,079 | — | EDGAR | |
| 2026-02-27 | Robert M Blue | Chair, President and CEO | Award (A) | +47,193 | — | EDGAR | |
| 2026-02-27 | Carlos M Brown | EVP, CAPO and Corporate Sec. | Award (A) | +9,439 | — | EDGAR | |
| 2026-02-27 | Eric Carr | CNO and Pres. Nuc. Ops. and CE | Award (A) | +6,607 | — | EDGAR | |
| 2026-02-27 | Regina J Elbert | SVP, Chief Legal & HR Officer | Award (A) | +2,832 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
D Insider Holdings
20 insiders · @ $68.57
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert M Blue | Chair, President and CEO | 212,860 | $14.60M | $2.55M | 43 | 2026-02-27 |
| 2 | Mark J Kington | Director | 93,438 | $6.41M | $6.10M | 123 | 2026-05-07 |
| 3 | Eric Carr | CNO and Pres. Nuc. Ops. and CE | 77,467 | $5.31M | $0 | 3 | 2026-02-27 |
| 4 | Carlos M Brown | EVP, CAPO and Corporate Sec. | 65,100 | $4.46M | $0 | 24 | 2026-02-27 |
| 5 | Pamela J. Royal | Director | 62,952 | $4.32M | $0 | 48 | 2026-05-07 |
| 6 | Robert H Spilman Jr | Director | 62,223 | $4.27M | -$35.8K | 55 | 2026-05-07 |
| 7 | Susan N Story | Director | 60,155 | $4.12M | $210.3K | 16 | 2026-05-07 |
| 8 | Steven D Ridge | Exec. Vice President & CFO | 58,675 | $4.02M | $0 | 16 | 2026-02-27 |
| 9 | Edward H Baine | EVP - Util. Ops and Pres - DEV | 54,580 | $3.74M | $0 | 12 | 2026-02-27 |
| 10 | Joseph M Rigby | Director | 45,403 | $3.11M | $300.0K | 17 | 2026-05-07 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
D Board & Officers
As of SEC filings through May 7, 2026Directors 11
- Mark J Kington · on file since 2006
- Robert H Spilman Jr · since Dec 18, 2009
- Pamela J. Royal · since Mar 1, 2013
- Joseph M Rigby · since Jan 24, 2017
- Susan N Story · since Jan 24, 2017
- D Maybank Hagood · since Feb 15, 2019
- James A Bennett · since Feb 15, 2019
- Robert M Blue · listed since Feb 2021
- Kristin G Lovejoy · since Aug 1, 2022
- Vanessa Allen Sutherland · since Dec 1, 2023
- Jeffrey J. Lyash · since Jun 25, 2025
Officers 8
- Robert M Blue · Chair, President and CEO · listed since Nov 2021
- William Keller Kissam · President - Dominion Energy SC · since Jan 1, 2022
- Steven D Ridge · Exec. Vice President & CFO · listed since Jan 2024
- Regina J Elbert · SVP, Chief Legal & HR Officer · since Jun 1, 2025
- Carlos M Brown · EVP, CAPO and Corporate Sec. · listed since Feb 2026
- Edward H Baine · EVP - Util. Ops and Pres - DEV · listed since Feb 2026
- Eric Carr · CNO and Pres. Nuc. Ops. and CE · since Jan 1, 2025
- Gary G Ratliff · VP, Controller and CAO · since Oct 1, 2025
Changes in the last 10 years (57)
| Feb 3, 2026 | Edward H Baine listed as EVP - Util. Ops and Pres - DEV (previously President - Util. Op. & DEV) in SEC filings |
| Feb 3, 2026 | Carlos M Brown listed as EVP, CAPO and Corporate Sec. (previously EVP, CLO and Corporate Sec.) in SEC filings |
| Oct 1, 2025 | Gary G Ratliff became VP, Controller and CAO |
| Jun 25, 2025 | The company announced the departure of Michele L Cardiff as SVP, Controller & Chief Acct. in an SEC filing |
| Jun 25, 2025 | Jeffrey J. Lyash became a director |
| Jun 24, 2025 | The company announced the departure of Paul Dabbar from the board in an SEC filing |
| Jun 1, 2025 | Regina J Elbert became SVP, Chief Legal & HR Officer |
| Feb 4, 2025 | Edward H Baine listed as President - Util. Op. & DEV (previously President - Dominion Energy VA) in SEC filings |
| Jan 1, 2025 | Eric Carr became CNO and Pres. Nuc. Ops. and CE |
| Nov 25, 2024 | The company announced the departure of Diane Leopold as EVP, COO & Pres. Cont. Energy in an SEC filing |
| Feb 5, 2024 | Diane Leopold listed as EVP, COO & Pres. Cont. Energy (previously Exec. Vice President and COO) in SEC filings |
| Jan 29, 2024 | Steven D Ridge listed as Exec. Vice President & CFO (previously Sr. Vice President & CFO) in SEC filings |
| Jan 29, 2024 | Carlos M Brown listed as EVP, CLO and Corporate Sec. (previously SVP, Chief Legal Officer & GC) in SEC filings |
| Dec 1, 2023 | Vanessa Allen Sutherland became a director |
| Dec 1, 2023 | Paul Dabbar became a director |
| Nov 3, 2023 | The company announced the departure of Ron W Jibson from the board in an SEC filing |
| Feb 3, 2023 | Steven D Ridge listed as Sr. Vice President & CFO (previously SVP & CFO) in SEC filings |
| Feb 3, 2023 | Diane Leopold listed as Exec. Vice President and COO (previously EVP and COO) in SEC filings |
| Feb 3, 2023 | Carlos M Brown listed as SVP, Chief Legal Officer & GC (previously SVP, GC, Chief Compliance Ofcr) in SEC filings |
| Nov 24, 2022 | Steven D Ridge became SVP & CFO |
| Oct 31, 2022 | The company announced the departure of James R. Chapman as EVP, CFO & Treasurer in an SEC filing |
| Aug 1, 2022 | Kristin G Lovejoy became a director |
| Feb 3, 2022 | Phillip Rodney Blevins listed as President - Gas Distribution (previously President - Dominion Energy SC) in SEC filings |
| Jan 1, 2022 | William Keller Kissam became President - Dominion Energy SC |
| Nov 10, 2021 | Robert M Blue listed as Chair, President and CEO (previously President and CEO) in SEC filings |
| Feb 18, 2021 | Robert M Blue first listed as a director in an SEC filing |
| Feb 18, 2021 | Michele L Cardiff listed as SVP, Controller & Chief Acct. (previously VP,Controller and Chief Acct.) in SEC filings |
| Feb 18, 2021 | Daniel G. Stoddard listed as SVP, CNO, Pres-Contract Assets (previously SVP and Chief Nuclear Officer) in SEC filings |
| Oct 5, 2020 | Thomas F Farrell II listed as Executive Chairman (previously President and CEO) in SEC filings |
| Oct 5, 2020 | Robert M Blue listed as President and CEO (previously EVP & Co-COO) in SEC filings |
| Oct 1, 2020 | Edward H Baine became President - Dominion Energy VA |
| Feb 4, 2020 | Robert M Blue listed as EVP & Co-COO (previously EVP & CEO Power Delivery) in SEC filings |
| Feb 4, 2020 | Phillip Rodney Blevins listed as President - Dominion Energy SC (previously Pres & CEO - Southeast Energy) in SEC filings |
| Jan 27, 2020 | Carlos M Brown listed as SVP, GC, Chief Compliance Ofcr (previously SVP & General Counsel) in SEC filings |
| Dec 3, 2019 | Diane Leopold listed as EVP and COO (previously EVP & CEO Gas Infrastructure) in SEC filings |
| Dec 1, 2019 | Paul E Ruppert became President-Gas Trans & Storage |
| Dec 1, 2019 | Donald R. Raikes became President - Gas Distribution |
| Dec 1, 2019 | Daniel G. Stoddard became SVP and Chief Nuclear Officer |
| Feb 15, 2019 | James A Bennett became a director |
| Feb 15, 2019 | D Maybank Hagood became a director |
| Feb 5, 2019 | Mark O Webb reported in an SEC filing no longer being SVP & Chief Innovation Officer |
| Feb 1, 2019 | William L. Murray became SVP-Corp Affairs & Comms |
| Jan 28, 2019 | Mark O Webb listed as SVP & Chief Innovation Officer (previously SVP and Chief Legal Officer) in SEC filings |
| Jan 28, 2019 | James R. Chapman listed as EVP, CFO & Treasurer (previously SVP, CFO & Treasurer) in SEC filings |
| Jan 28, 2019 | Carlos M Brown listed as SVP & General Counsel (previously VP & General Counsel) in SEC filings |
| Jan 1, 2019 | Phillip Rodney Blevins became Pres & CEO - Southeast Energy |
| Nov 1, 2018 | James R. Chapman became SVP, CFO & Treasurer |
| Jul 1, 2018 | Carlos M Brown became VP & General Counsel |
| Feb 2, 2018 | Robert M Blue listed as EVP & CEO Power Delivery (previously Pres. Dominion Virginia Power) in SEC filings |
| Feb 2, 2018 | Paul D Koonce listed as EVP & CEO Power Generation (previously EVP & CEO Dominion Generation) in SEC filings |
| Feb 2, 2018 | Diane Leopold listed as EVP & CEO Gas Infrastructure (previously President - Dominion Energy) in SEC filings |
| Feb 3, 2017 | Robert M Blue listed as Pres. Dominion Virginia Power (previously Senior Vice President) in SEC filings |
| Feb 3, 2017 | Diane Leopold first listed as President - Dominion Energy in an SEC filing |
| Feb 3, 2017 | David A Heacock first listed as President - Dominion Nuclear in an SEC filing |
| Jan 24, 2017 | Susan N Story became a director |
| Jan 24, 2017 | Joseph M Rigby became a director |
| Jan 10, 2017 | Mark O Webb listed as SVP and Chief Legal Officer (previously VP,Gen. Couns.&Chief Risk Off.) in SEC filings |
Not reported recently (14)
- Phillip Rodney Blevins · Last reported as President - Gas Distribution in an SEC filing dated Feb 27, 2024
- Michael E Szymanczyk · Last reported as a director in an SEC filing dated May 11, 2023
- Daniel G. Stoddard · Last reported as SVP, CNO, Pres-Contract Assets in an SEC filing dated Feb 13, 2023
- Helen E Dragas · Last reported as a director in an SEC filing dated May 12, 2022
- James O Ellis Jr · Last reported as a director in an SEC filing dated May 12, 2022
- William L. Murray · Last reported as SVP-Corp Affairs & Comms in an SEC filing dated Feb 17, 2022
- Thomas F Farrell II · Last reported as a director in an SEC filing dated Feb 18, 2021
- Donald R. Raikes · Last reported as President - Gas Distribution in an SEC filing dated Feb 18, 2021
- John W Harris · Last reported as a director in an SEC filing dated May 8, 2020
- Paul E Ruppert · Last reported as President-Gas Trans & Storage in an SEC filing dated Feb 18, 2020
- Paul D Koonce · Last reported as EVP & CEO Power Generation in an SEC filing dated Feb 7, 2019
- William P Barr · Last reported as a director in an SEC filing dated May 10, 2018
- Mark F McGettrick · Last reported as EVP and Chief Financial Off. in an SEC filing dated Feb 2, 2018
- David A Heacock · Last reported as President - Dominion Nuclear in an SEC filing dated Feb 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
D Proposed Insider Sales (Form 144)
Latest: 2023-12-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2023-12-01 | Leopold Diane | Officer | 6,250 | $292.1K | 2023-12-01 | Davenport & Co., LLC | 10b5-1 | EDGAR |
| 2023-06-01 | Leopold Diane | Officer | 6,250 | $310.9K | 2023-06-01 | Davenport & Co., LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-10-30 | Earnings results | EDGAR |
| 2026-09-14 | Regulation FD disclosure | EDGAR |
| 2026-09-03 | Shareholder vote results | EDGAR |
| 2026-08-25 | Other events | EDGAR |
| 2026-07-31 | Earnings results | EDGAR |
| 2026-06-16 | Other events | EDGAR |
| 2026-06-05 | Other events | EDGAR |
| 2026-05-22 | Other events | EDGAR |
| 2026-05-18 | Material agreement · Regulation FD disclosure | EDGAR |
| 2026-05-07 | Shareholder vote results | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-23 | 0001193125-26-063120 | EDGAR |
| 2025-02-27 | 0000950170-25-028387 | EDGAR |
| 2024-02-23 | 0000950170-24-019110 | EDGAR |
| 2023-02-21 | 0000950170-23-003287 | EDGAR |
| 2022-02-24 | 0001564590-22-006589 | EDGAR |
| 2021-02-25 | 0001564590-21-008442 | EDGAR |
| 2020-02-28 | 0001193125-20-054469 | EDGAR |
| 2019-02-28 | 0001193125-19-057924 | EDGAR |
| 2018-02-27 | 0001193125-18-059578 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-10-30 | 0001193125-26-440697 | EDGAR |
| 2026-07-31 | 0001193125-26-327487 | EDGAR |
| 2026-05-01 | 0001193125-26-200275 | EDGAR |
| 2025-10-31 | 0001193125-25-260246 | EDGAR |
| 2025-08-01 | 0000950170-25-101177 | EDGAR |
| 2025-05-01 | 0000950170-25-061558 | EDGAR |
| 2024-11-01 | 0000950170-24-119871 | EDGAR |
| 2024-08-01 | 0000950170-24-089020 | EDGAR |
| 2024-05-02 | 0000950170-24-051708 | EDGAR |
| 2023-11-08 | 0000950170-23-061178 | EDGAR |
ETF Holders
291 ETFs hold D
25 shown · $10.34B total exposure · 0.20% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.07% | $1.7B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.08% | $1.4B | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.53% | $1.1B | — | 2026-09-30 |
| 4 | XLU State Street® Utilities Select Sector SPDR® ETF | SPDR (State Street) | 4.50% | $1.1B | $23.9B | 2026-11-05 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.09% | $811.1M | $852.9B | 2026-11-06 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.10% | $753.2M | $777.7B | 2026-11-05 |
| 7 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.20% | $506.8M | — | 2026-09-30 |
| 8 | VPU Vanguard Utilities ETF | Vanguard | 3.85% | $365.8M | — | 2026-09-30 |
| 9 | DVY iShares Select Dividend ETF | iShares (BlackRock) | 1.50% | $349.1M | $23.3B | 2026-11-06 |
| 10 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.91% | $332.3M | — | 2026-09-30 |
| 11 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.23% | $216.6M | — | 2026-09-30 |
| 12 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $215.2M | — | 2026-11-05 |
| 13 | HDV iShares Core High Dividend ETF | iShares (BlackRock) | 1.16% | $188.4M | $16.2B | 2026-11-06 |
| 14 | IGF iShares Global Infrastructure ETF | iShares (BlackRock) | 1.67% | $180.4M | $10.8B | 2026-11-06 |
| 15 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.10% | $171.7M | $177.9B | 2026-11-05 |
| 16 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.16% | $132.9M | $82.9B | 2026-11-06 |
| 17 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 1.47% | $123.2M | $8.4B | 2026-11-06 |
| 18 | CGUS Capital Group Core Equity ETF | Capitalgroup | 0.89% | $105.3M | $11.8B | 2026-11-05 |
| 19 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.20% | $101.2M | $50.4B | 2026-11-06 |
| 20 | SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF | SPDR (State Street) | 1.25% | $97.1M | $7.8B | 2026-11-05 |
| 21 | FUTY Fidelity MSCI Utilities Index ETF | Fidelity | 4.07% | $83.4M | $2.0B | 2026-11-05 |
| 22 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.08% | $79.1M | $93.2B | 2026-11-06 |
| 23 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.20% | $77.8M | $38.2B | 2026-11-05 |
| 24 | SPLV Invesco S&P 500 Low Volatility ETF | Invesco | 0.97% | $72.8M | — | 2026-11-05 |
| 25 | IFRA iShares U.S. Infrastructure ETF | iShares (BlackRock) | 1.81% | $70.5M | $3.9B | 2026-11-06 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
22.78
TTM Diluted EPS
$3.01
TTM Revenue
$19.21B
TTM Net Income
$2.66B
TTM Op. Cash Flow
$5.67B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $5.62B | $1.15B | $1.30 | $2.23B |
| Q2 '26 | 2026-06-30 | $4.48B | $330.00M | $0.37 | $1.57B |
| Q1 '26 | 2026-03-31 | $5.02B | $621.00M | $0.69 | $882.00M |
| Q4 '25 | 2025-12-31 | $4.09B | $556.00M | $0.64 | $987.00M |
| Q3 '25 | 2025-09-30 | $4.53B | $995.00M | $1.16 | $1.95B |
| Q2 '25 | 2025-06-30 | $3.81B | $748.00M | $0.88 | $1.25B |
| Q1 '25 | 2025-03-31 | $4.08B | $665.00M | $0.77 | $1.18B |
| Q4 '24 | 2024-12-31 | $3.40B | $119.00M | $0.14 | $641.00M |
| Q3 '24 | 2024-09-30 | $3.94B | $919.00M | $1.09 | $1.54B |
| Q2 '24 | 2024-06-30 | $3.49B | $563.00M | $0.64 | $856.00M |
| Q1 '24 | 2024-03-31 | $3.63B | $421.00M | $0.50 | $1.98B |
| Q4 '23 | 2023-12-31 | $3.53B | $197.00M | $0.23 | $1.39B |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
22.78
P/B
1.77
P/S
3.29
EV/EBITDA
13.48
EV/Sales
5.85
ROE
7.4%
ROA
2.1%
Div Yield
3.81%
FCF Yield
9.05%
Debt/Equity
1.39
Current Ratio
—
Market Cap
$59.53B
as of 2026-11-09
D vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| NEE NextEra Energy, Inc. | $182.4B | 15.7 | +9.6% | +7.9% | 34 |
| SO The Southern Company | $107.5B | 22.6 | +6.4% | +7.6% | 49 |
| DUK Duke Energy Corporation | $99.6B | 19.4 | +6.3% | +9.9% | 19 |
| CEG Constellation Energy Corporation Common | $88.6B | 23.8 | +23.4% | −25.1% | 51 |
| AEP American Electric Power Company, Inc. | $68.9B | 19.2 | +10.9% | +10.7% | 37 |
| D Dominion Energy, Inc Common Stock | $60.3B | 22.8 | +21.5% | +15.7% | 18 |
| ETR Entergy Corporation | $52.8B | 28.6 | +11.4% | +19.6% | 29 |
| XEL Xcel Energy, Inc. | $51.1B | 18.7 | +4.5% | +7.7% | 29 |
| VST Vistra Corp. | $42.5B | 22.6 | +3.8% | −19.3% | 60 |
| Peer median | $78.7B | 21.0 | +8.0% | +7.8% | 36 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
23.89M
SI % of Float
2.72%
Days to Cover
5.28
Short Vol Ratio
57.2%
Free Float
879.26M
Float %
100.0%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-22