CFO
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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
Q2 		$1.07M Sell
15,676
-222
-1% -$14.4K 0.02% 580
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's D Position: Q2 2026 in Review

Callan Family Office reduced its Dominion Energy (D) stake by 1.4% in Q2 2026, selling an estimated $14.4K and leaving 15,676 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #580.

Callan Family Office first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Callan Family Office held 15,676 shares of Dominion Energy worth $1.07M as of Q2 2026.
  • Callan Family Office sold 222 Dominion Energy shares in Q2 2026, an estimated $14.4K.
  • Dominion Energy made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #580 holding.
  • Callan Family Office first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.