Chase Investment Counsel’s Dominion Energy D Stock Holding History

Chase Investment Counsel’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 Q3	–	Sell	-8,009	Closed	-$452K	–	136
2025 Q2	$452K	Buy	+8,009	New	+$439K	0.14%	101
2020 Q3	–	Sell	-4,245	Closed	-$344K	–	93
2020 Q2	$344K	Buy	4,245 +493	+13%	+$39.5K	0.17%	76
2020 Q1	$270K	Sell	3,752 -433	-10%	-$35.4K	0.18%	55
2019 Q4	$346K	Sell	4,185 -20	-0.5%	-$1.63K	0.18%	90
2019 Q3	$340K	Hold	4,205	–	–	0.17%	82
2019 Q2	$325K	Hold	4,205	–	–	0.17%	80
2019 Q1	$322K	Buy	+4,205	New	+$307K	0.17%	82
2018 Q4	–	Sell	-3,426	Closed	-$240K	–	99
2018 Q3	$240K	Buy	+3,426	New	+$243K	0.12%	86

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chase Investment Counsel's D Position: Q3 2025 in Review

Chase Investment Counsel sold out of Dominion Energy (D) in Q3 2025, closing a stake of 8,009 shares — an estimated $452K sold.

Chase Investment Counsel first reported a position in D in Q3 2018 and held it in 8 quarters. The position peaked at $452K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Chase Investment Counsel reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Chase Investment Counsel sold 8,009 Dominion Energy shares in Q3 2025, an estimated $452K.
Chase Investment Counsel first reported a position in Dominion Energy in Q3 2018 and held it in 8 quarters.
Chase Investment Counsel's Dominion Energy position peaked at $452K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.