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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Chapman Financial Group's D Position: Q1 2026 in Review

Chapman Financial Group reduced its Dominion Energy (D) stake by 8.4% in Q1 2026, selling an estimated $46.3K and leaving 8,160 shares worth $504K. The position accounts for 0.36% of the portfolio, ranked #77.

Chapman Financial Group first reported a position in D in Q4 2024 and has held it in 5 quarters since. The position peaked at $551K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Chapman Financial Group held 8,160 shares of Dominion Energy worth $504K as of Q1 2026.
  • Chapman Financial Group sold 750 Dominion Energy shares in Q1 2026, an estimated $46.3K.
  • Dominion Energy made up 0.36% of Chapman Financial Group's portfolio in Q1 2026, its #77 holding.
  • Chapman Financial Group first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Dominion Energy position peaked at $551K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.