CoreFirst Bank & Trust’s Dominion Energy D Stock Holding History

CoreFirst Bank & Trust’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 Q4	–	Sell	-445	Closed	-$27.2K	–	310
2025 Q3	$27.2K	Hold	445	–	–	0.01%	240
2025 Q2	$25.2K	Buy	+445	New	+$24.4K	0.01%	248
2025 Q1	–	Sell	-776	Closed	-$41.8K	–	164
2024 Q4	$41.8K	Hold	776	–	–	0.02%	226
2024 Q3	$44.8K	Buy	+776	New	+$42.4K	0.03%	223
2024 Q2	–	Sell	-776	Closed	-$38.2K	–	174
2024 Q1	$38.2K	Sell	776 -600	-44%	-$28K	0.02%	233
2023 Q4	$64.7K	Hold	1,376	–	–	0.04%	202
2023 Q3	$61.5K	Hold	1,376	–	–	0.04%	211
2023 Q2	$71.3K	Sell	1,376 -4,700	-77%	-$256K	0.05%	194
2023 Q1	$340K	Hold	6,076	–	–	0.25%	98
2022 Q4	$373K	Sell	6,076 -1,117	-16%	-$70.1K	0.28%	85
2022 Q3	$497K	Hold	7,193	–	–	0.43%	54
2022 Q2	$574K	Sell	7,193 -217	-3%	-$17.9K	0.45%	46
2022 Q1	$630K	Sell	7,410 -300	-4%	-$24.1K	0.43%	54
2021 Q4	$606K	Hold	7,710	–	–	0.39%	63
2021 Q3	$563K	Sell	7,710 -1,352	-15%	-$103K	0.39%	60
2021 Q2	$667K	Hold	9,062	–	–	0.45%	52
2021 Q1	$688K	Hold	9,062	–	–	0.47%	51
2020 Q4	$681K	Buy	+9,062	New	+$720K	0.5%	47

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CoreFirst Bank & Trust's D Position: Q4 2025 in Review

CoreFirst Bank & Trust sold out of Dominion Energy (D) in Q4 2025, closing a stake of 445 shares — an estimated $27.2K sold.

CoreFirst Bank & Trust first reported a position in D in Q4 2020 and held it in 18 quarters. The position peaked at $688K in Q1 2021. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

CoreFirst Bank & Trust reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 445 Dominion Energy shares in Q4 2025, an estimated $27.2K.
CoreFirst Bank & Trust first reported a position in Dominion Energy in Q4 2020 and held it in 18 quarters.
CoreFirst Bank & Trust's Dominion Energy position peaked at $688K in Q1 2021.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2025, filed 11 Feb 2026.