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Coppell Advisory Solutions’s Dominion Energy D Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-9,509
Closed -$562K – 79
2025
Q4 		$562K Sell
9,509
-152
-2% -$9.16K 0.06% 237
2025
Q3 		$589K Sell
9,661
-19
-0.2% -$1.13K 0.06% 230
2025
Q2 		$541K Buy
9,680
+3,882
+67% +$213K 0.06% 229
2025
Q1 		$315K Buy
5,798
+960
+20% +$52.8K 0.04% 257
2024
Q4 		$261K Buy
4,838
+66
+1% +$3.77K 0.04% 238
2024
Q3 		$273K Buy
4,772
+3,519
+281% +$192K 0.04% 228
2024
Q2 		$61.4K Buy
+1,253
New +$63.8K 0.01% 450
2023
Q4 		$71.7K Buy
1,526
+837
+121% +$37.4K 0.01% 419
2023
Q3 		$42.2K Sell
689
-179
-21% -$8.89K 0.01% 374
2023
Q2 		$45K Buy
+868
New +$47.2K 0.01% 414
2023
Q1 		– Sell
-689
Closed -$42.2K – 398
2022
Q4 		$42.2K Buy
+689
New +$43.3K 0.01% 376

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coppell Advisory Solutions's D Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Dominion Energy (D) in Q1 2026, closing a stake of 9,509 shares — an estimated $562K sold.

Coppell Advisory Solutions first reported a position in D in Q4 2022 and held it in 11 quarters. The position peaked at $589K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9,509 Dominion Energy shares in Q1 2026, an estimated $562K.
  • Coppell Advisory Solutions first reported a position in Dominion Energy in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Dominion Energy position peaked at $589K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.