Cobblestone Asset Management’s Dominion Energy D Stock Holding History

Cobblestone Asset 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	$307K	Sell	4,499 -261	-5%	-$17K	0.13%	62
2026 Q1	$294K	Sell	4,760 -261	-5%	-$16.1K	0.13%	59
2025 Q4	$294K	Sell	5,021 -1,605	-24%	-$96.7K	0.13%	61
2025 Q3	$405K	Buy	6,626 +6	+0.1%	+$357	0.19%	57
2025 Q2	$374K	Buy	6,620 +206	+3%	+$11.3K	0.2%	53
2025 Q1	$360K	Buy	6,414 +842	+15%	+$46.3K	0.21%	48
2024 Q4	$300K	Buy	5,572 +8	+0.1%	+$456	0.2%	43
2024 Q3	$322K	Buy	5,564 +7	+0.1%	+$382	0.19%	40
2024 Q2	$272K	Buy	5,557 +1	+0%	+$51	0.18%	40
2024 Q1	$273K	Buy	5,556 +600	+12%	+$28K	0.19%	38
2023 Q4	$233K	Buy	4,956 +35	+0.7%	+$1.56K	0.17%	36
2023 Q3	$220K	Buy	+4,921	New	+$244K	0.18%	39

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

Cobblestone Asset Management's D Position: Q2 2026 in Review

Cobblestone Asset Management reduced its Dominion Energy (D) stake by 5.5% in Q2 2026, selling an estimated $17K and leaving 4,499 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #62.

Cobblestone Asset Management first reported a position in D in Q3 2023 and has held it in 12 quarters since. The position peaked at $405K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Cobblestone Asset Management held 4,499 shares of Dominion Energy worth $307K as of Q2 2026.
Cobblestone Asset Management sold 261 Dominion Energy shares in Q2 2026, an estimated $17K.
Dominion Energy made up 0.13% of Cobblestone Asset Management's portfolio in Q2 2026, its #62 holding.
Cobblestone Asset Management first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
Cobblestone Asset Management's Dominion Energy position peaked at $405K in Q3 2025.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.