Dominion Energy (D) is up 10.1% today. Here is some analysis on what might have caused this price movement.
Analysis: Shares appear to be rising after Dominion Energy and NextEra Energy announced plans to combine in a large, all-stock transaction. The market reaction likely reflects expectations for strategic benefits from greater scale, potential financing advantages, and a longer runway for grid and generation investment as U.S. power demand grows.
Details:
Sources:
Dominion Energy (Newsroom), Associated Press, Axios
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$D Hedge Fund Activity
We have seen 731 institutional investors add shares of $D stock to their portfolio, and 646 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 10,814,687 shares (-18.1%) from their portfolio in Q1 2026, for an estimated $668,563,950
- FRANKLIN RESOURCES INC removed 3,980,609 shares (-42.2%) from their portfolio in Q1 2026, for an estimated $246,081,248
- CITADEL ADVISORS LLC added 3,660,775 shares (+1845.7%) to their portfolio in Q1 2026, for an estimated $226,309,110
- MILLENNIUM MANAGEMENT LLC removed 2,835,166 shares (-87.5%) from their portfolio in Q1 2026, for an estimated $175,269,962
- DODGE & COX removed 2,672,398 shares (-12.1%) from their portfolio in Q1 2026, for an estimated $165,207,644
- WELLINGTON MANAGEMENT GROUP LLP added 2,651,283 shares (+5.9%) to their portfolio in Q1 2026, for an estimated $163,902,315
- LONDON CO OF VIRGINIA added 2,165,195 shares (+45.3%) to their portfolio in Q1 2026, for an estimated $133,852,354
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$D Government Contracts
We have seen $151,454,447 of award payments to $D over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- UTILITY ENERGY SERVICE CONTRACT (UESC) FOR FBI QUANTICO: $65,270,192
- IGF::OT::IGF THIS CONTRACT IS AWARDED FOR THE OWNERSHIP, OPERATION AND MAINTENANCE OF THE ELECTRIC AND NATU...: $24,409,648
- ELECTRICITY SERVICES: $11,416,632
- FEASIBILITY STUDY: $7,911,916
- TAS::21 2020::TAS 200612!009625!97AS!SP0600!DEFENSE ENERGY SUPPORT CENTER !SP060006C8252 !A!N! !N! ...: $5,139,793
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$D Analyst Ratings
Wall Street analysts have issued reports on $D in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/22/2026
To track analyst ratings and price targets for $D, check out Quiver Quantitative's $D forecast page.
$D Price Targets
Multiple analysts have issued price targets for $D recently. We have seen 10 analysts offer price targets for $D in the last 6 months, with a median target of $66.5.
Here are some recent targets:
- Shahriar Pourreza from Wells Fargo set a target price of $68.0 on 05/15/2026
- Nicholas Campanella from Barclays set a target price of $70.0 on 05/04/2026
- Richard Sunderland from Truist Securities set a target price of $67.0 on 04/21/2026
- Stephen Byrd from Morgan Stanley set a target price of $68.0 on 04/21/2026
- Julien Dumoulin-Smith from B of A Securities set a target price of $65.0 on 04/15/2026
- Paul Zimbardo from Jefferies set a target price of $65.0 on 04/10/2026
- Andrew Weisel from Scotiabank set a target price of $67.0 on 03/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
