CIAS
D icon

CBIZ Investment Advisory Services’s Dominion Energy D Stock Holding History

CBIZ Investment Advisory Services’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 		$15.5K Hold
250
– – ﹤0.01% 135
2026
Q1 		$15.5K Sell
250
-182
-42% -$11.2K ﹤0.01% 135
2025
Q4 		$25.3K Sell
432
-131
-23% -$7.89K ﹤0.01% 235
2025
Q3 		$34.4K Buy
563
+39
+7% +$2.32K ﹤0.01% 174
2025
Q2 		$29.6K Buy
524
+211
+67% +$11.6K ﹤0.01% 197
2025
Q1 		$17.6K Sell
313
-206
-40% -$11.3K ﹤0.01% 251
2024
Q4 		$28K Buy
519
+260
+100% +$14.8K ﹤0.01% 172
2024
Q3 		$15K Buy
259
+9
+4% +$492 ﹤0.01% 235
2024
Q2 		$12.3K Hold
250
– – ﹤0.01% 240
2024
Q1 		$12.3K Buy
+250
New +$11.7K ﹤0.01% 240
2021
Q3 		– Hold
0
– – – 69
2021
Q2 		– Hold
0
– – – 75
2021
Q1 		– Hold
0
– – – 66
2020
Q4 		– Hold
0
– – – 73
2020
Q3 		– Hold
0
– – – 78
2020
Q2 		– Hold
0
– – – 84
2020
Q1 		– Hold
0
– – – 111
2019
Q4 		– Hold
0
– – – 99

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

CBIZ Investment Advisory Services's D Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Dominion Energy (D) position steady in Q2 2026 at 250 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

CBIZ Investment Advisory Services first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.4K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • CBIZ Investment Advisory Services held 250 shares of Dominion Energy worth $15.5K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #135 holding.
  • CBIZ Investment Advisory Services first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Dominion Energy position peaked at $34.4K in Q3 2025.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.