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Cetera Trust Company’s Dominion Energy D Stock Holding History

Cetera 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
Q2 		$13.7K Hold
200
– – 0.01% 281
2026
Q1 		$12.4K Hold
200
– – 0.01% 283
2025
Q4 		$11.7K Hold
200
– – 0.01% 286
2025
Q3 		$12.2K Hold
200
– – 0.01% 278
2025
Q2 		$11.3K Hold
200
– – 0.01% 284
2025
Q1 		$11.2K Hold
200
– – 0.01% 280
2024
Q4 		$10.8K Hold
200
– – 0.01% 285
2024
Q3 		$11.6K Hold
200
– – 0.01% 288
2024
Q2 		$9.8K Hold
200
– – 0.01% 295
2024
Q1 		$9.84K Hold
200
– – 0.01% 302
2023
Q4 		$9.4K Buy
+200
New +$8.93K 0.01% 297

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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

Cetera Trust Company's D Position: Q2 2026 in Review

Cetera Trust Company held its Dominion Energy (D) position steady in Q2 2026 at 200 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Cetera Trust Company first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cetera Trust Company held 200 shares of Dominion Energy worth $13.7K as of Q2 2026.
  • Cetera Trust Company left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.01% of Cetera Trust Company's portfolio in Q2 2026, its #281 holding.
  • Cetera Trust Company first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.