Chickasaw Capital Management’s Dominion Energy D Stock Holding History

Chickasaw Capital Management’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	$742K	Hold	10,872	–	–	0.03%	62
2026 Q1	$672K	Hold	10,872	–	–	0.02%	65
2025 Q4	$637K	Sell	10,872 -1,672	-13%	-$101K	0.03%	64
2025 Q3	$767K	Hold	12,544	–	–	0.03%	57
2025 Q2	$709K	Hold	12,544	–	–	0.03%	59
2025 Q1	$703K	Hold	12,544	–	–	0.03%	60
2024 Q4	$676K	Hold	12,544	–	–	0.03%	59
2024 Q3	$725K	Sell	12,544 -1,000	-7%	-$54.6K	0.03%	58
2024 Q2	$664K	Sell	13,544 -4,672	-26%	-$238K	0.03%	61
2024 Q1	$896K	Hold	18,216	–	–	0.04%	58
2023 Q4	$856K	Sell	18,216 -230	-1%	-$10.3K	0.04%	59
2023 Q3	$824K	Hold	18,446	–	–	0.04%	55
2023 Q2	$955K	Hold	18,446	–	–	0.05%	55
2023 Q1	$1.03M	Hold	18,446	–	–	0.05%	51
2022 Q4	$1.13M	Hold	18,446	–	–	0.06%	45
2022 Q3	$1.27M	Hold	18,446	–	–	0.06%	44
2022 Q2	$1.47M	Hold	18,446	–	–	0.08%	43
2022 Q1	$1.57M	Hold	18,446	–	–	0.07%	47
2021 Q4	$1.45M	Hold	18,446	–	–	0.07%	47
2021 Q3	$1.35M	Hold	18,446	–	–	0.07%	48
2021 Q2	$1.36M	Buy	18,446 +1,430	+8%	+$110K	0.06%	48
2021 Q1	$1.29M	Hold	17,016	–	–	0.07%	47
2020 Q4	$1.28M	Hold	17,016	–	–	0.07%	46
2020 Q3	$1.34M	Sell	17,016 -249	-1%	-$19.6K	0.09%	43
2020 Q2	$1.4M	Hold	17,265	–	–	0.07%	41
2020 Q1	$1.25M	Sell	17,265 -4,485	-21%	-$366K	0.09%	45
2019 Q4	$1.8M	Hold	21,750	–	–	0.05%	47
2019 Q3	$1.76M	Sell	21,750 -11,344	-34%	-$877K	0.05%	44
2019 Q2	$2.56M	Hold	33,094	–	–	0.06%	39
2019 Q1	$2.54M	Buy	33,094 +4,734	+17%	+$346K	0.06%	38
2018 Q4	$2.03M	Hold	28,360	–	–	0.06%	45
2018 Q3	$1.99M	Hold	28,360	–	–	0.04%	51
2018 Q2	$1.93M	Hold	28,360	–	–	0.04%	52
2018 Q1	$1.91M	Hold	28,360	–	–	0.05%	53
2017 Q4	$2.3M	Hold	28,360	–	–	0.05%	50
2017 Q3	$2.18M	Hold	28,360	–	–	0.05%	47
2017 Q2	$2.17M	Hold	28,360	–	–	0.05%	48
2017 Q1	$2.2M	Hold	28,360	–	–	0.04%	46
2016 Q4	$2.17M	Hold	28,360	–	–	0.04%	43
2016 Q3	$2.11M	Hold	28,360	–	–	0.05%	43
2016 Q2	$2.21M	Hold	28,360	–	–	0.05%	43
2016 Q1	$2.13M	Sell	28,360 -50	-0.2%	-$3.54K	0.07%	43
2015 Q4	$1.92M	Hold	28,410	–	–	0.07%	49
2015 Q3	$2M	Hold	28,410	–	–	0.08%	46
2015 Q2	$1.9M	Hold	28,410	–	–	0.06%	53
2015 Q1	$2.01M	Hold	28,410	–	–	0.06%	53
2014 Q4	$2.19M	Buy	28,410 +50	+0.2%	+$3.62K	0.07%	53
2014 Q3	$1.96M	Hold	28,360	–	–	0.07%	54
2014 Q2	$2.03M	Hold	28,360	–	–	0.07%	51
2014 Q1	$2.01M	Hold	28,360	–	–	0.1%	51
2013 Q4	$1.83M	Hold	28,360	–	–	0.1%	54
2013 Q3	$1.77M	Hold	28,360	–	–	0.12%	53
2013 Q2	$1.61M	Buy	+28,360	New	+$1.66M	0.12%	51

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

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

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

Chickasaw Capital Management's D Position: Q2 2026 in Review

Chickasaw Capital Management held its Dominion Energy (D) position steady in Q2 2026 at 10,872 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #62.

Chickasaw Capital Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.56M in Q2 2019. 333 funds tracked by Wall St. Rank hold D as of Q2 2026.

Chickasaw Capital Management held 10,872 shares of Dominion Energy worth $742K as of Q2 2026.
Chickasaw Capital Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.03% of Chickasaw Capital Management's portfolio in Q2 2026, its #62 holding.
Chickasaw Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Chickasaw Capital Management's Dominion Energy position peaked at $2.56M in Q2 2019.
333 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.