CD
D icon

Chapin Davis’s Dominion Energy D Stock Holding History

Chapin Davis’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
2025
Q2 		– Sell
-3,841
Closed -$215K – 236
2025
Q1 		$215K Sell
3,841
-251
-6% -$13.8K 0.07% 196
2024
Q4 		$236K Hold
4,092
– – 0.08% 197
2024
Q3 		$236K Sell
4,092
-200
-5% -$10.9K 0.08% 198
2024
Q2 		$210K Buy
4,292
+125
+3% +$6.37K 0.07% 203
2024
Q1 		$205K Buy
+4,167
New +$195K 0.07% 214
2023
Q3 		– Sell
-4,242
Closed -$220K – 211
2023
Q2 		$220K Sell
4,242
-1,535
-27% -$83.4K 0.1% 184
2023
Q1 		$323K Hold
5,777
– – 0.17% 141
2022
Q4 		$354K Buy
+5,777
New +$363K 0.21% 124

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chapin Davis's D Position: Q2 2025 in Review

Chapin Davis sold out of Dominion Energy (D) in Q2 2025, closing a stake of 3,841 shares — an estimated $215K sold.

Chapin Davis first reported a position in D in Q4 2022 and held it in 8 quarters. The position peaked at $354K in Q4 2022. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Chapin Davis reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Chapin Davis sold 3,841 Dominion Energy shares in Q2 2025, an estimated $215K.
  • Chapin Davis first reported a position in Dominion Energy in Q4 2022 and held it in 8 quarters.
  • Chapin Davis's Dominion Energy position peaked at $354K in Q4 2022.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Chapin Davis's 13F filing for Q2 2025, filed 14 Jul 2025.