CFP
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Catalyst Financial Partners’s Dominion Energy D Stock Holding History

Catalyst Financial Partners’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 		$689K Buy
11,140
+15
+0.1% +$927 0.08% 158
2025
Q4 		$652K Buy
11,125
+1,160
+12% +$69.9K 0.07% 141
2025
Q3 		$610K Buy
9,965
+1,038
+12% +$61.7K 0.07% 144
2025
Q2 		$505K Buy
8,927
+1,294
+17% +$70.9K 0.06% 164
2025
Q1 		$428K Sell
7,633
-58
-0.8% -$3.19K 0.08% 171
2024
Q4 		$414K Buy
7,691
+709
+10% +$40.4K 0.08% 160
2024
Q3 		$403K Sell
6,982
-198
-3% -$10.8K 0.08% 158
2024
Q2 		$352K Sell
7,180
-20
-0.3% -$1.02K 0.08% 165
2024
Q1 		$348K Sell
7,200
-339
-4% -$15.8K 0.09% 153
2023
Q4 		$354K Sell
7,539
-1,583
-17% -$70.7K 0.1% 140
2023
Q3 		$407K Buy
9,122
+180
+2% +$8.94K 0.13% 113
2023
Q2 		$463K Buy
8,942
+1,837
+26% +$99.9K 0.17% 89
2023
Q1 		$397K Buy
+7,105
New +$416K 0.17% 92

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Financial Partners's D Position: Q1 2026 in Review

Catalyst Financial Partners increased its Dominion Energy (D) stake by 0.13% in Q1 2026, buying an estimated $927 and bringing the position to 11,140 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #158.

Catalyst Financial Partners first reported a position in D in Q1 2023 and has held it in 13 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Catalyst Financial Partners held 11,140 shares of Dominion Energy worth $689K as of Q1 2026.
  • Catalyst Financial Partners bought 15 Dominion Energy shares in Q1 2026, an estimated $927.
  • Dominion Energy made up 0.08% of Catalyst Financial Partners's portfolio in Q1 2026, its #158 holding.
  • Catalyst Financial Partners first reported a position in Dominion Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.