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Haverford Trust Company’s Dominion Energy D Stock Holding History

Haverford Trust Company’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 		$953K Hold
15,423
– – 0.01% 235
2025
Q4 		$904K Buy
15,423
+60
+0.4% +$3.62K 0.01% 235
2025
Q3 		$940K Hold
15,363
– – 0.01% 227
2025
Q2 		$868K Sell
15,363
-274
-2% -$15K 0.01% 240
2025
Q1 		$877K Hold
15,637
– – 0.01% 233
2024
Q4 		$842K Sell
15,637
-7,146
-31% -$408K 0.01% 234
2024
Q3 		$1.32M Buy
22,783
+4,098
+22% +$224K 0.01% 207
2024
Q2 		$916K Buy
18,685
+4,389
+31% +$224K 0.01% 226
2024
Q1 		$703K Hold
14,296
– – 0.01% 251
2023
Q4 		$672K Sell
14,296
-405
-3% -$18.1K 0.01% 247
2023
Q3 		$657K Sell
14,701
-500
-3% -$24.8K 0.01% 235
2023
Q2 		$787K Sell
15,201
-2,000
-12% -$109K 0.01% 227
2023
Q1 		$962K Buy
17,201
+921
+6% +$53.9K 0.01% 202
2022
Q4 		$998K Hold
16,280
– – 0.01% 192
2022
Q3 		$1.13M Sell
16,280
-1
-0% -$81 0.02% 175
2022
Q2 		$1.3M Buy
16,281
+136
+0.8% +$11.2K 0.02% 169
2022
Q1 		$1.37M Sell
16,145
-200
-1% -$16.1K 0.02% 176
2021
Q4 		$1.28M Buy
16,345
+601
+4% +$45.2K 0.01% 179
2021
Q3 		$1.15M Buy
15,744
+1,600
+11% +$122K 0.01% 187
2021
Q2 		$1.04M Hold
14,144
– – 0.01% 193
2021
Q1 		$1.07M Sell
14,144
-3,000
-17% -$218K 0.01% 176
2020
Q4 		$1.29M Hold
17,144
– – 0.02% 150
2020
Q3 		$1.35M Sell
17,144
-302
-2% -$23.7K 0.02% 137
2020
Q2 		$1.42M Buy
17,446
+3,694
+27% +$296K 0.02% 136
2020
Q1 		$993K Sell
13,752
-1,500
-10% -$122K 0.02% 148
2019
Q4 		$1.26M Sell
15,252
-2,060
-12% -$168K 0.02% 154
2019
Q3 		$1.4M Buy
17,312
+770
+5% +$59.6K 0.02% 144
2019
Q2 		$1.28M Hold
16,542
– – 0.02% 146
2019
Q1 		$1.27M Sell
16,542
-71
-0.4% -$5.18K 0.02% 144
2018
Q4 		$1.19M Sell
16,613
-25
-0.2% -$1.83K 0.03% 145
2018
Q3 		$1.17M Sell
16,638
-193
-1% -$13.7K 0.02% 148
2018
Q2 		$1.15M Buy
16,831
+113
+0.7% +$7.36K 0.02% 147
2018
Q1 		$1.13M Sell
16,718
-25
-0.1% -$1.85K 0.02% 145
2017
Q4 		$1.36M Buy
16,743
+3,129
+23% +$253K 0.03% 132
2017
Q3 		$1.05M Sell
13,614
-76
-0.6% -$5.91K 0.02% 137
2017
Q2 		$1.05M Hold
13,690
– – 0.02% 134
2017
Q1 		$1.06M Sell
13,690
-1,773
-11% -$134K 0.02% 130
2016
Q4 		$1.18M Sell
15,463
-232
-1% -$17.1K 0.03% 124
2016
Q3 		$1.17M Buy
15,695
+221
+1% +$16.8K 0.03% 123
2016
Q2 		$1.21M Sell
15,474
-91
-0.6% -$6.6K 0.03% 117
2016
Q1 		$1.17M Hold
15,565
– – 0.03% 121
2015
Q4 		$1.05M Buy
15,565
+2,052
+15% +$142K 0.03% 126
2015
Q3 		$951K Buy
13,513
+1,601
+13% +$112K 0.03% 124
2015
Q2 		$797K Buy
11,912
+200
+2% +$14.1K 0.02% 126
2015
Q1 		$830K Buy
11,712
+150
+1% +$11.1K 0.02% 129
2014
Q4 		$889K Hold
11,562
– – 0.02% 125
2014
Q3 		$799K Buy
11,562
+213
+2% +$14.7K 0.02% 124
2014
Q2 		$812K Sell
11,349
-122
-1% -$8.56K 0.02% 117
2014
Q1 		$814K Sell
11,471
-3,049
-21% -$208K 0.03% 112
2013
Q4 		$940K Sell
14,520
-2,400
-14% -$154K 0.03% 126
2013
Q3 		$1.06M Buy
16,920
+2,000
+13% +$119K 0.04% 94
2013
Q2 		$848K Buy
+14,920
New +$874K 0.03% 115

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Haverford Trust Company's D Position: Q1 2026 in Review

Haverford Trust Company held its Dominion Energy (D) position steady in Q1 2026 at 15,423 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #235.

Haverford Trust Company first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.42M in Q2 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Haverford Trust Company held 15,423 shares of Dominion Energy worth $953K as of Q1 2026.
  • Haverford Trust Company left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.01% of Haverford Trust Company's portfolio in Q1 2026, its #235 holding.
  • Haverford Trust Company first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • Haverford Trust Company's Dominion Energy position peaked at $1.42M in Q2 2020.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.