Callan Family Office’s Dominion Energy D Stock Holding History

Callan Family Office’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 Q1	$983K	Sell	15,898 -343	-2%	-$21.2K	0.02%	562
2025 Q4	$952K	Buy	16,241 +5,324	+49%	+$321K	0.02%	563
2025 Q3	$668K	Sell	10,917 -2,449	-18%	-$146K	0.02%	464
2025 Q2	$755K	Buy	+13,366	New	+$732K	0.02%	463
2025 Q1	–	Sell	-4,882	Closed	-$263K	–	575
2024 Q4	$263K	Buy	+4,882	New	+$278K	0.02%	525

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's D Position: Q1 2026 in Review

Callan Family Office reduced its Dominion Energy (D) stake by 2.1% in Q1 2026, selling an estimated $21.2K and leaving 15,898 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #562.

Callan Family Office first reported a position in D in Q4 2024 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Callan Family Office held 15,898 shares of Dominion Energy worth $983K as of Q1 2026.
Callan Family Office sold 343 Dominion Energy shares in Q1 2026, an estimated $21.2K.
Dominion Energy made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #562 holding.
Callan Family Office first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.