CF
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Claris Financial’s Dominion Energy D Stock Holding History

Claris Financial’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
Q1 		$973K Buy
15,742
+62
+0.4% +$3.83K 0.53% 52
2025
Q4 		$919K Sell
15,680
-80
-0.5% -$4.82K 0.49% 53
2025
Q3 		$964K Buy
15,760
+2,972
+23% +$177K 0.55% 45
2025
Q2 		$723K Sell
12,788
-3,514
-22% -$193K 0.54% 52
2025
Q1 		$878K Hold
16,302
– – 0.58% 43
2024
Q4 		$878K Buy
+16,302
New +$930K 0.58% 43

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Financial's D Position: Q1 2026 in Review

Claris Financial increased its Dominion Energy (D) stake by 0.4% in Q1 2026, buying an estimated $3.83K and bringing the position to 15,742 shares worth $973K. The position accounts for 0.53% of the portfolio, ranked #52.

Claris Financial first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Claris Financial held 15,742 shares of Dominion Energy worth $973K as of Q1 2026.
  • Claris Financial bought 62 Dominion Energy shares in Q1 2026, an estimated $3.83K.
  • Dominion Energy made up 0.53% of Claris Financial's portfolio in Q1 2026, its #52 holding.
  • Claris Financial first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.