CGC Financial Services’s Dominion Energy D Stock Holding History

CGC Financial 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 Q3	$41.2K	Hold	681	–	–	0.01%	145
2026 Q2	$46.5K	Hold	681	–	–	0.01%	138
2026 Q1	$42.1K	Hold	681	–	–	0.01%	133
2025 Q4	$39.9K	Hold	681	–	–	0.01%	146
2025 Q3	$41.7K	Buy	681 +342	+101%	+$20.3K	0.01%	135
2025 Q2	$19.2K	Hold	339	–	–	0.01%	176
2025 Q1	$19K	Hold	339	–	–	0.01%	169
2024 Q4	$18.3K	Hold	339	–	–	0.01%	170
2024 Q3	$19.6K	Hold	339	–	–	0.01%	166
2024 Q2	$16.6K	Hold	339	–	–	0.01%	168
2024 Q1	$16.7K	Hold	339	–	–	0.01%	171
2023 Q4	$15.9K	Hold	339	–	–	0.01%	187
2023 Q3	$15.1K	Hold	339	–	–	0.01%	150
2023 Q2	$17.6K	Buy	+339	New	+$18.4K	0.01%	150

Other funds holding D

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

CGC Financial Services's D Position: Q3 2026 in Review

CGC Financial Services held its Dominion Energy (D) position steady in Q3 2026 at 681 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #145.

CGC Financial Services first reported a position in D in Q2 2023 and has held it in 14 quarters since. The position peaked at $46.5K in Q2 2026. 849 funds tracked by Wall St. Rank hold D as of Q3 2026.

CGC Financial Services held 681 shares of Dominion Energy worth $41.2K as of Q3 2026.
CGC Financial Services left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #145 holding.
CGC Financial Services first reported a position in Dominion Energy in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Dominion Energy position peaked at $46.5K in Q2 2026.
849 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.