Chevy Chase Trust’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$26.2M Sell
423,920
-13,347
-3% -$824K 0.08% 223
2025
Q4
$25.6M Sell
437,267
-2,338
-0.5% -$141K 0.07% 224
2025
Q3
$26.9M Sell
439,605
-14,095
-3% -$838K 0.07% 222
2025
Q2
$25.6M Buy
453,700
+9,674
+2% +$530K 0.07% 227
2025
Q1
$24.9M Sell
444,026
-750
-0.2% -$41.3K 0.08% 215
2024
Q4
$24M Sell
444,776
-8,886
-2% -$507K 0.07% 223
2024
Q3
$26.2M Sell
453,662
-6,501
-1% -$355K 0.08% 207
2024
Q2
$22.5M Sell
460,163
-5,764
-1% -$294K 0.07% 227
2024
Q1
$22.9M Sell
465,927
-4,620
-1% -$216K 0.08% 236
2023
Q4
$22.1M Sell
470,547
-4,641
-1% -$207K 0.08% 224
2023
Q3
$21.2M Sell
475,188
-10,601
-2% -$526K 0.08% 213
2023
Q2
$25.2M Sell
485,789
-4,146
-0.8% -$225K 0.09% 193
2023
Q1
$27.4M Buy
489,935
+4,969
+1% +$291K 0.11% 182
2022
Q4
$29.7M Sell
484,966
-29,823
-6% -$1.87M 0.13% 165
2022
Q3
$35.6M Buy
514,789
+18,132
+4% +$1.46M 0.15% 139
2022
Q2
$39.6M Buy
496,657
+2,220
+0.4% +$183K 0.16% 135
2022
Q1
$42M Buy
494,437
+1,472
+0.3% +$118K 0.14% 143
2021
Q4
$38.7M Sell
492,965
-10,683
-2% -$804K 0.12% 154
2021
Q3
$36.8M Sell
503,648
-17,526
-3% -$1.34M 0.13% 157
2021
Q2
$38.3M Sell
521,174
-27,819
-5% -$2.15M 0.13% 156
2021
Q1
$41.7M Sell
548,993
-46,705
-8% -$3.39M 0.15% 147
2020
Q4
$44.8M Sell
595,698
-37,595
-6% -$2.99M 0.16% 146
2020
Q3
$50M Sell
633,293
-52,390
-8% -$4.12M 0.2% 115
2020
Q2
$55.7M Sell
685,683
-23,502
-3% -$1.88M 0.23% 102
2020
Q1
$51.2M Buy
709,185
+9,966
+1% +$814K 0.24% 94
2019
Q4
$57.9M Buy
699,219
+1,971
+0.3% +$161K 0.22% 103
2019
Q3
$56.5M Buy
697,248
+16,459
+2% +$1.27M 0.23% 103
2019
Q2
$52.6M Buy
680,789
+2,588
+0.4% +$197K 0.22% 105
2019
Q1
$52.8M Buy
678,201
+127,142
+23% +$9.29M 0.22% 107
2018
Q4
$39.4M Buy
551,059
+4,984
+0.9% +$364K 0.19% 122
2018
Q3
$38.4M Sell
546,075
-13,906
-2% -$985K 0.16% 149
2018
Q2
$38.2M Sell
559,981
-689
-0.1% -$44.9K 0.17% 143
2018
Q1
$37.8M Sell
560,670
-7,105
-1% -$525K 0.17% 143
2017
Q4
$46M Sell
567,775
-3,835
-0.7% -$311K 0.2% 126
2017
Q3
$44M Buy
571,610
+19,782
+4% +$1.54M 0.2% 125
2017
Q2
$42.3M Buy
551,828
+1,344
+0.2% +$106K 0.2% 125
2017
Q1
$42.7M Buy
550,484
+16,305
+3% +$1.23M 0.21% 124
2016
Q4
$40.9M Buy
534,179
+1,339
+0.3% +$98.7K 0.22% 117
2016
Q3
$39.6M Sell
532,840
-3,934
-0.7% -$300K 0.22% 115
2016
Q2
$41.8M Sell
536,774
-1,461
-0.3% -$106K 0.23% 103
2016
Q1
$40.4M Buy
538,235
+8,742
+2% +$618K 0.23% 107
2015
Q4
$35.8M Buy
529,493
+1,375
+0.3% +$95K 0.21% 115
2015
Q3
$37.2M Buy
528,118
+12,921
+3% +$908K 0.23% 102
2015
Q2
$34.5M Buy
515,197
+12,356
+2% +$869K 0.21% 125
2015
Q1
$35.6M Buy
502,841
+2,011
+0.4% +$149K 0.22% 118
2014
Q4
$38.5M Buy
500,830
+22,256
+5% +$1.61M 0.24% 107
2014
Q3
$33.1M Buy
478,574
+31,971
+7% +$2.21M 0.21% 120
2014
Q2
$31.9M Sell
446,603
-11,872
-3% -$833K 0.22% 115
2014
Q1
$32.5M Buy
458,475
+880
+0.2% +$60.1K 0.23% 107
2013
Q4
$29.6M Buy
457,595
+7,322
+2% +$471K 0.22% 120
2013
Q3
$28.1M Buy
450,273
+7,918
+2% +$470K 0.23% 109
2013
Q2
$25.1M Buy
+442,355
New +$25.9M 0.22% 112

Other funds holding D

Chevy Chase Trust's D Position: Q1 2026 in Review

Chevy Chase Trust reduced its Dominion Energy (D) stake by 3.1% in Q1 2026, selling an estimated $824K and leaving 423,920 shares worth $26.2M. The position accounts for 0.08% of the portfolio, ranked #223.

Chevy Chase Trust first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.9M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Chevy Chase Trust held 423,920 shares of Dominion Energy worth $26.2M as of Q1 2026.
  • Chevy Chase Trust sold 13,347 Dominion Energy shares in Q1 2026, an estimated $824K.
  • Dominion Energy made up 0.08% of Chevy Chase Trust's portfolio in Q1 2026, its #223 holding.
  • Chevy Chase Trust first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Dominion Energy position peaked at $57.9M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.