Chapman Financial Group’s Dominion Energy D Stock Holding History

Chapman Financial Group’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	$39.3K	Sell	650 -7,360	-92%	-$494K	0.03%	191
2026 Q2	$547K	Sell	8,010 -150	-2%	-$9.8K	0.36%	76
2026 Q1	$504K	Sell	8,160 -750	-8%	-$46.3K	0.36%	77
2025 Q4	$522K	Sell	8,910 -100	-1%	-$6.02K	0.36%	75
2025 Q3	$551K	Sell	9,010 -200	-2%	-$11.9K	0.38%	72
2025 Q2	$521K	Buy	+9,210	New	+$505K	0.44%	65
2024 Q4	$515K	Buy	+9,560	New	+$545K	0.41%	69

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Chapman Financial Group's D Position: Q3 2026 in Review

Chapman Financial Group reduced its Dominion Energy (D) stake by 92% in Q3 2026, selling an estimated $494K and leaving 650 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #191.

Chapman Financial Group first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q3 2025. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

Chapman Financial Group held 650 shares of Dominion Energy worth $39.3K as of Q3 2026.
Chapman Financial Group sold 7,360 Dominion Energy shares in Q3 2026, an estimated $494K.
Dominion Energy made up 0.03% of Chapman Financial Group's portfolio in Q3 2026, its #191 holding.
Chapman Financial Group first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Dominion Energy position peaked at $551K in Q3 2025.
984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.