CCA
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Cobblestone Capital Advisors’s Dominion Energy D Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$476K Buy
7,786
+4
+0.1% +$238 0.02% 206
2025
Q2 		$440K Buy
7,782
+778
+11% +$42.6K 0.02% 209
2025
Q1 		$393K Sell
7,004
-957
-12% -$52.6K 0.02% 212
2024
Q4 		$429K Buy
7,961
+175
+2% +$9.98K 0.02% 198
2024
Q3 		$450K Buy
7,786
+195
+3% +$10.7K 0.03% 201
2024
Q2 		$372K Buy
7,591
+26
+0.3% +$1.32K 0.02% 210
2024
Q1 		$372K Buy
7,565
+894
+13% +$41.8K 0.02% 207
2023
Q4 		$314K Sell
6,671
-1,592
-19% -$71.1K 0.02% 219
2023
Q3 		$369K Sell
8,263
-578
-7% -$28.7K 0.03% 185
2023
Q2 		$458K Sell
8,841
-130
-1% -$7.07K 0.03% 175
2023
Q1 		$502K Buy
8,971
+2,438
+37% +$143K 0.04% 166
2022
Q4 		$401K Buy
6,533
+493
+8% +$31K 0.03% 191
2022
Q3 		$417K Buy
6,040
+150
+3% +$12.1K 0.03% 178
2022
Q2 		$470K Buy
5,890
+1,071
+22% +$88.4K 0.04% 170
2022
Q1 		$409K Buy
4,819
+37
+0.8% +$2.97K 0.03% 189
2021
Q4 		$376K Buy
4,782
+740
+18% +$55.7K 0.02% 198
2021
Q3 		$295K Buy
4,042
+30
+0.7% +$2.29K 0.02% 211
2021
Q2 		$295K Sell
4,012
-120
-3% -$9.26K 0.02% 218
2021
Q1 		$314K Buy
4,132
+225
+6% +$16.3K 0.02% 210
2020
Q4 		$294K Buy
3,907
+95
+2% +$7.55K 0.02% 209
2020
Q3 		$301K Buy
3,812
+1,162
+44% +$91.3K 0.03% 195
2020
Q2 		$215K Buy
+2,650
New +$213K 0.02% 223
2020
Q1 		– Sell
-2,655
Closed -$220K – 249
2019
Q4 		$220K Sell
2,655
-20
-0.7% -$1.63K 0.02% 241
2019
Q3 		$217K Hold
2,675
– – 0.02% 223
2019
Q2 		$207K Buy
+2,675
New +$204K 0.02% 236
2018
Q1 		– Sell
-2,660
Closed -$216K – 240
2017
Q4 		$216K Buy
+2,660
New +$215K 0.02% 227

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cobblestone Capital Advisors's D Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Dominion Energy (D) stake by 0.05% in Q3 2025, buying an estimated $238 and bringing the position to 7,786 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #206.

Cobblestone Capital Advisors first reported a position in D in Q4 2017 and has held it in 26 quarters since. The position peaked at $502K in Q1 2023. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Cobblestone Capital Advisors held 7,786 shares of Dominion Energy worth $476K as of Q3 2025.
  • Cobblestone Capital Advisors bought 4 Dominion Energy shares in Q3 2025, an estimated $238.
  • Dominion Energy made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #206 holding.
  • Cobblestone Capital Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 26 quarters since.
  • Cobblestone Capital Advisors's Dominion Energy position peaked at $502K in Q1 2023.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.