CFG
D icon

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
Q2 		$547K Sell
8,010
-150
-2% -$9.75K 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

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 $3.37T AUM 44.26% 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

Chapman Financial Group's D Position: Q2 2026 in Review

Chapman Financial Group reduced its Dominion Energy (D) stake by 1.8% in Q2 2026, selling an estimated $9.75K and leaving 8,010 shares worth $547K. The position accounts for 0.36% of the portfolio, ranked #76.

Chapman Financial Group first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Chapman Financial Group held 8,010 shares of Dominion Energy worth $547K as of Q2 2026.
  • Chapman Financial Group sold 150 Dominion Energy shares in Q2 2026, an estimated $9.75K.
  • Dominion Energy made up 0.36% of Chapman Financial Group's portfolio in Q2 2026, its #76 holding.
  • Chapman Financial Group first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Dominion Energy position peaked at $551K in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.