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 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

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

CBIZ Investment Advisory Services's D Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Dominion Energy (D) stake by 42% in Q1 2026, selling an estimated $11.2K and leaving 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 9 quarters since. The position peaked at $34.4K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

CBIZ Investment Advisory Services held 250 shares of Dominion Energy worth $15.5K as of Q1 2026.
CBIZ Investment Advisory Services sold 182 Dominion Energy shares in Q1 2026, an estimated $11.2K.
Dominion Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #135 holding.
CBIZ Investment Advisory Services first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Dominion Energy position peaked at $34.4K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.