CFO
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CVA Family Office’s Dominion Energy D Stock Holding History

CVA Family Office’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 		$242K Buy
3,546
+77
+2% +$5.01K 0.02% 307
2026
Q1 		$214K Buy
3,469
+127
+4% +$7.84K 0.02% 313
2025
Q4 		$196K Sell
3,342
-42
-1% -$2.53K 0.02% 299
2025
Q3 		$207K Buy
3,384
+60
+2% +$3.57K 0.03% 285
2025
Q2 		$188K Buy
3,324
+76
+2% +$4.16K 0.03% 305
2025
Q1 		$182K Buy
3,248
+319
+11% +$17.5K 0.03% 291
2024
Q4 		$158K Buy
2,929
+80
+3% +$4.56K 0.03% 309
2024
Q3 		$165K Buy
2,849
+96
+3% +$5.25K 0.03% 292
2024
Q2 		$135K Buy
2,753
+31
+1% +$1.58K 0.02% 308
2024
Q1 		$134K Buy
2,722
+1,190
+78% +$55.6K 0.02% 311
2023
Q4 		$72K Sell
1,532
-3,050
-67% -$136K 0.01% 397
2023
Q3 		$205K Buy
4,582
+447
+11% +$22.2K 0.05% 220
2023
Q2 		$214K Buy
4,135
+1,026
+33% +$55.8K 0.04% 211
2023
Q1 		$174K Buy
3,109
+1,864
+150% +$109K 0.04% 239
2022
Q4 		$76.3K Buy
1,245
+20
+2% +$1.26K 0.02% 325
2022
Q3 		$85K Buy
1,225
+135
+12% +$10.9K 0.02% 265
2022
Q2 		$87K Sell
1,090
-435
-29% -$35.9K 0.02% 266
2022
Q1 		$130K Buy
1,525
+735
+93% +$59K 0.03% 222
2021
Q4 		$62K Buy
790
+165
+26% +$12.4K 0.02% 318
2021
Q3 		$49K Sell
625
-1,030
-62% -$78.5K 0.04% 181
2021
Q2 		$122K Buy
1,655
+230
+16% +$17.8K 0.03% 213
2021
Q1 		$108K Buy
1,425
+800
+128% +$58.1K 0.04% 168
2020
Q4 		$47K Hold
625
– – 0.03% 199
2020
Q3 		$49K Buy
+625
New +$49.1K 0.04% 181

Other funds holding D

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

CVA Family Office's D Position: Q2 2026 in Review

CVA Family Office increased its Dominion Energy (D) stake by 2.2% in Q2 2026, buying an estimated $5.01K and bringing the position to 3,546 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #307.

CVA Family Office first reported a position in D in Q3 2020 and has held it in 24 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • CVA Family Office held 3,546 shares of Dominion Energy worth $242K as of Q2 2026.
  • CVA Family Office bought 77 Dominion Energy shares in Q2 2026, an estimated $5.01K.
  • Dominion Energy made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #307 holding.
  • CVA Family Office first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.