RFS
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Richardson Financial Services’s Dominion Energy D Stock Holding History

Richardson Financial Services’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 		$225K Buy
3,640
+35
+1% +$2.16K 0.14% 143
2025
Q4 		$211K Buy
3,605
+865
+32% +$52.1K 0.07% 150
2025
Q3 		$168K Sell
2,740
-85
-3% -$5.05K 0.1% 161
2025
Q2 		$163K Hold
2,825
– – 0.11% 164
2025
Q1 		$158K Sell
2,825
-30
-1% -$1.65K 0.12% 160
2024
Q4 		$154K Sell
2,855
-265
-8% -$15.1K 0.11% 163
2024
Q3 		$153K Hold
3,120
– – 0.1% 172
2024
Q2 		$153K Sell
3,120
-546
-15% -$27.8K 0.11% 161
2024
Q1 		$180K Buy
3,666
+271
+8% +$12.7K 0.13% 150
2023
Q4 		$160K Buy
+3,395
New +$152K 0.14% 144

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

Richardson Financial Services's D Position: Q1 2026 in Review

Richardson Financial Services increased its Dominion Energy (D) stake by 0.97% in Q1 2026, buying an estimated $2.16K and bringing the position to 3,640 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #143.

Richardson Financial Services first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Richardson Financial Services held 3,640 shares of Dominion Energy worth $225K as of Q1 2026.
  • Richardson Financial Services bought 35 Dominion Energy shares in Q1 2026, an estimated $2.16K.
  • Dominion Energy made up 0.14% of Richardson Financial Services's portfolio in Q1 2026, its #143 holding.
  • Richardson Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.