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
2026 Q2	$218K	Buy	+3,200	New	+$208K	0.05%	132
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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chase Investment Counsel's D Position: Q2 2026 in Review

Chase Investment Counsel opened a new position in Dominion Energy (D) in Q2 2026: 3,200 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Chase Investment Counsel previously reported a position in D as recently as Q2 2025.

Chase Investment Counsel first reported a position in D in Q3 2018 and has held it in 9 quarters since. The position peaked at $452K in Q2 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Chase Investment Counsel held 3,200 shares of Dominion Energy worth $218K as of Q2 2026.
Dominion Energy was a new Chase Investment Counsel position in Q2 2026.
Dominion Energy made up 0.05% of Chase Investment Counsel's portfolio in Q2 2026, its #132 holding.
Chase Investment Counsel first reported a position in Dominion Energy in Q3 2018 and has held it in 9 quarters since.
Chase Investment Counsel's Dominion Energy position peaked at $452K in Q2 2025.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.