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Callahan Advisors’s Dominion Energy D Stock Holding History

Callahan Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
51,706
+10,337
+25% +$672K 0.27% 71
2026
Q1 		$2.56M Buy
41,369
+13,094
+46% +$809K 0.21% 86
2025
Q4 		$1.66M Buy
+28,275
New +$1.7M 0.14% 102
2023
Q2 		– Sell
-11,184
Closed -$625K – 135
2023
Q1 		$625K Sell
11,184
-22,730
-67% -$1.33M 0.08% 105
2022
Q4 		$2.08M Sell
33,914
-66,428
-66% -$4.17M 0.28% 67
2022
Q3 		$6.93M Buy
100,342
+1,152
+1% +$93K 1% 40
2022
Q2 		$7.92M Buy
99,190
+676
+0.7% +$55.8K 1.05% 39
2022
Q1 		$8.37M Buy
98,514
+2,929
+3% +$235K 0.96% 41
2021
Q4 		$7.51M Sell
95,585
-2,937
-3% -$221K 0.84% 43
2021
Q3 		$7.19M Buy
98,522
+5,301
+6% +$404K 0.91% 41
2021
Q2 		$6.86M Buy
93,221
+2,412
+3% +$186K 0.87% 43
2021
Q1 		$6.9M Sell
90,809
-2,370
-3% -$172K 0.93% 41
2020
Q4 		$7.01M Sell
93,179
-6,556
-7% -$521K 1.03% 37
2020
Q3 		$7.87M Sell
99,735
-2,756
-3% -$216K 1.29% 30
2020
Q2 		$8.32M Buy
102,491
+35,992
+54% +$2.89M 1.48% 30
2020
Q1 		$4.8M Buy
66,499
+6,898
+12% +$563K 1.01% 36
2019
Q4 		$4.94M Buy
59,601
+3,634
+6% +$297K 0.79% 48
2019
Q3 		$4.54M Buy
55,967
+1,883
+3% +$146K 0.79% 44
2019
Q2 		$4.18M Buy
54,084
+1,564
+3% +$119K 0.75% 44
2019
Q1 		$4.03M Buy
52,520
+1,270
+2% +$92.8K 0.75% 44
2018
Q4 		$3.66M Buy
51,250
+1,735
+4% +$127K 0.78% 42
2018
Q3 		$3.48M Buy
49,515
+3,497
+8% +$248K 0.65% 48
2018
Q2 		$3.14M Buy
46,018
+11,725
+34% +$764K 0.62% 54
2018
Q1 		$2.31M Buy
34,293
+6,161
+22% +$455K 0.47% 55
2017
Q4 		$2.28M Sell
28,132
-776
-3% -$62.9K 0.45% 56
2017
Q3 		$2.22M Sell
28,908
-1,882
-6% -$146K 0.47% 56
2017
Q2 		$2.36M Sell
30,790
-942
-3% -$74K 0.51% 54
2017
Q1 		$2.46M Sell
31,732
-3,307
-9% -$250K 0.55% 56
2016
Q4 		$2.68M Sell
35,039
-7,845
-18% -$578K 0.65% 53
2016
Q3 		$3.19M Buy
42,884
+216
+0.5% +$16.5K 0.8% 48
2016
Q2 		$3.33M Buy
42,668
+318
+0.8% +$23.1K 0.87% 46
2016
Q1 		$3.18M Buy
42,350
+37
+0.1% +$2.62K 0.87% 47
2015
Q4 		$2.86M Buy
42,313
+4,184
+11% +$289K 0.82% 46
2015
Q3 		$2.68M Sell
38,129
-486
-1% -$34.1K 0.82% 48
2015
Q2 		$2.58M Sell
38,615
-2,478
-6% -$174K 0.74% 51
2015
Q1 		$2.91M Sell
41,093
-4,111
-9% -$305K 0.85% 51
2014
Q4 		$3.48M Sell
45,204
-1,190
-3% -$86.1K 1.02% 45
2014
Q3 		$3.21M Sell
46,394
-389
-0.8% -$26.9K 0.99% 45
2014
Q2 		$3.35M Sell
46,783
-272
-0.6% -$19.1K 1.06% 46
2014
Q1 		$3.34M Sell
47,055
-1,915
-4% -$131K 1.14% 45
2013
Q4 		$3.17M Sell
48,970
-1,694
-3% -$109K 1.1% 45
2013
Q3 		$3.17M Sell
50,664
-1,498
-3% -$88.9K 1.21% 42
2013
Q2 		$2.96M Buy
+52,162
New +$3.06M 1.21% 43

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Callahan Advisors's D Position: Q2 2026 in Review

Callahan Advisors increased its Dominion Energy (D) stake by 25% in Q2 2026, buying an estimated $672K and bringing the position to 51,706 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #71.

Callahan Advisors first reported a position in D in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.37M in Q1 2022. 729 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Callahan Advisors held 51,706 shares of Dominion Energy worth $3.53M as of Q2 2026.
  • Callahan Advisors bought 10,337 Dominion Energy shares in Q2 2026, an estimated $672K.
  • Dominion Energy made up 0.27% of Callahan Advisors's portfolio in Q2 2026, its #71 holding.
  • Callahan Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 43 quarters since.
  • Callahan Advisors's Dominion Energy position peaked at $8.37M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.