CTA
D icon

Chesley Taft & Associates’s Dominion Energy D Stock Holding History

Chesley Taft & Associates’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 		$1.25M Buy
18,257
+1,115
+7% +$72.5K 0.05% 199
2026
Q1 		$1.06M Sell
17,142
-1,212
-7% -$74.9K 0.04% 211
2025
Q4 		$1.08M Buy
18,354
+1,812
+11% +$109K 0.04% 209
2025
Q3 		$1.01M Sell
16,542
-35
-0.2% -$2.08K 0.04% 205
2025
Q2 		$937K Hold
16,577
– – 0.04% 211
2025
Q1 		$929K Buy
16,577
+557
+3% +$30.6K 0.04% 206
2024
Q4 		$863K Buy
16,020
+23
+0.1% +$1.31K 0.04% 211
2024
Q3 		$924K Buy
15,997
+420
+3% +$22.9K 0.04% 201
2024
Q2 		$763K Buy
15,577
+350
+2% +$17.8K 0.04% 211
2024
Q1 		$749K Buy
15,227
+4,550
+43% +$213K 0.04% 213
2023
Q4 		$502K Sell
10,677
-1,197
-10% -$53.4K 0.03% 239
2023
Q3 		$530K Buy
11,874
+200
+2% +$9.93K 0.03% 216
2023
Q2 		$605K Sell
11,674
-1,375
-11% -$74.7K 0.04% 211
2023
Q1 		$730K Buy
13,049
+600
+5% +$35.1K 0.05% 200
2022
Q4 		$763K Buy
12,449
+557
+5% +$35K 0.05% 189
2022
Q3 		$822K Hold
11,892
– – 0.06% 175
2022
Q2 		$949K Buy
11,892
+300
+3% +$24.8K 0.06% 171
2022
Q1 		$1.01M Hold
11,592
– – 0.06% 182
2021
Q4 		$911K Hold
11,592
– – 0.05% 192
2021
Q3 		$846K Hold
11,592
– – 0.05% 192
2021
Q2 		$853K Sell
11,592
-4,246
-27% -$328K 0.05% 187
2021
Q1 		$1.21M Sell
15,838
-50
-0.3% -$3.63K 0.07% 164
2020
Q4 		$1.2M Sell
15,888
-85
-0.5% -$6.75K 0.08% 158
2020
Q3 		$1.26M Sell
15,973
-345
-2% -$27.1K 0.09% 147
2020
Q2 		$1.32M Buy
16,318
+675
+4% +$54.1K 0.1% 141
2020
Q1 		$1.13M Buy
15,643
+250
+2% +$20.4K 0.1% 141
2019
Q4 		$1.27M Buy
15,393
+150
+1% +$12.3K 0.09% 147
2019
Q3 		$1.24M Buy
15,243
+125
+0.8% +$9.67K 0.1% 144
2019
Q2 		$1.17M Buy
15,118
+200
+1% +$15.2K 0.09% 145
2019
Q1 		$1.14M Sell
14,918
-349
-2% -$25.5K 0.1% 147
2018
Q4 		$1.09M Sell
15,267
-125
-0.8% -$9.13K 0.11% 143
2018
Q3 		$1.08M Sell
15,392
-100
-0.6% -$7.08K 0.09% 165
2018
Q2 		$1.06M Hold
15,492
– – 0.09% 167
2018
Q1 		$1.04M Sell
15,492
-200
-1% -$14.8K 0.09% 164
2017
Q4 		$1.27M Sell
15,692
-100
-0.6% -$8.1K 0.11% 155
2017
Q3 		$1.22M Buy
15,792
+150
+1% +$11.7K 0.11% 159
2017
Q2 		$1.2M Sell
15,642
-75
-0.5% -$5.89K 0.11% 158
2017
Q1 		$1.22M Sell
15,717
-100
-0.6% -$7.57K 0.11% 150
2016
Q4 		$1.21M Buy
15,817
+150
+1% +$11.1K 0.12% 141
2016
Q3 		$1.16M Buy
15,667
+200
+1% +$15.2K 0.12% 141
2016
Q2 		$1.21M Sell
15,467
-25
-0.2% -$1.81K 0.12% 137
2016
Q1 		$1.16M Buy
15,492
+50
+0.3% +$3.54K 0.12% 135
2015
Q4 		$1.04M Sell
15,442
-2,047
-12% -$141K 0.11% 142
2015
Q3 		$1.23M Buy
17,489
+5
+0% +$351 0.13% 119
2015
Q2 		$1.17M Sell
17,484
-75
-0.4% -$5.28K 0.12% 124
2015
Q1 		$1.24M Buy
17,559
+275
+2% +$20.4K 0.13% 121
2014
Q4 		$1.33M Hold
17,284
– – 0.13% 123
2014
Q3 		$1.19M Sell
17,284
-6,100
-26% -$421K 0.13% 127
2014
Q2 		$1.67M Buy
23,384
+70
+0.3% +$4.91K 0.17% 115
2014
Q1 		$1.66M Buy
23,314
+300
+1% +$20.5K 0.18% 111
2013
Q4 		$1.49M Buy
23,014
+275
+1% +$17.7K 0.15% 131
2013
Q3 		$1.42M Hold
22,739
– – 0.15% 131
2013
Q2 		$1.29M Buy
+22,739
New +$1.33M 0.15% 135

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Chesley Taft & Associates's D Position: Q2 2026 in Review

Chesley Taft & Associates increased its Dominion Energy (D) stake by 6.5% in Q2 2026, buying an estimated $72.5K and bringing the position to 18,257 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #199.

Chesley Taft & Associates first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.67M in Q2 2014. 333 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Chesley Taft & Associates held 18,257 shares of Dominion Energy worth $1.25M as of Q2 2026.
  • Chesley Taft & Associates bought 1,115 Dominion Energy shares in Q2 2026, an estimated $72.5K.
  • Dominion Energy made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #199 holding.
  • Chesley Taft & Associates first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Dominion Energy position peaked at $1.67M in Q2 2014.
  • 333 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.