Coastline Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.4K | Hold |
972
| – | – | 0.01% | 262 |
|
|
2026
Q1 | $60.1K | Hold |
972
| – | – | 0.01% | 275 |
|
|
2025
Q4 | $56.9K | Sell |
972
-300
| -24% | -$18.1K | 0.01% | 272 |
|
|
2025
Q3 | $77.8K | Hold |
1,272
| – | – | 0.01% | 250 |
|
|
2025
Q2 | $71.9K | Hold |
1,272
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $71.3K | Hold |
1,272
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $68.5K | Hold |
1,272
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $73.5K | Buy |
+1,272
| New | +$69.5K | 0.01% | 263 |
|
|
2022
Q4 | – | Sell |
-4,130
| Closed | -$285K | – | 289 |
|
|
2022
Q3 | $285K | Sell |
4,130
-60
| -1% | -$4.84K | 0.05% | 264 |
|
|
2022
Q2 | $334K | Buy |
4,190
+30
| +0.7% | +$2.48K | 0.05% | 264 |
|
|
2022
Q1 | $353K | Sell |
4,160
-870
| -17% | -$69.9K | 0.04% | 275 |
|
|
2021
Q4 | $395K | Hold |
5,030
| – | – | 0.05% | 264 |
|
|
2021
Q3 | $368K | Sell |
5,030
-50
| -1% | -$3.81K | 0.05% | 262 |
|
|
2021
Q2 | $374K | Sell |
5,080
-255
| -5% | -$19.7K | 0.05% | 262 |
|
|
2021
Q1 | $405K | Sell |
5,335
-490
| -8% | -$35.6K | 0.05% | 252 |
|
|
2020
Q4 | $438K | Buy |
5,825
+425
| +8% | +$33.8K | 0.06% | 247 |
|
|
2020
Q3 | $426K | Sell |
5,400
-1,455
| -21% | -$114K | 0.06% | 246 |
|
|
2020
Q2 | $557K | Sell |
6,855
-175
| -2% | -$14K | 0.09% | 229 |
|
|
2020
Q1 | $508K | Sell |
7,030
-140
| -2% | -$11.4K | 0.09% | 226 |
|
|
2019
Q4 | $594K | Hold |
7,170
| – | – | 0.08% | 239 |
|
|
2019
Q3 | $581K | Sell |
7,170
-2,785
| -28% | -$215K | 0.09% | 242 |
|
|
2019
Q2 | $770K | Hold |
9,955
| – | – | 0.11% | 221 |
|
|
2019
Q1 | $763K | Buy |
9,955
+675
| +7% | +$49.3K | 0.11% | 217 |
|
|
2018
Q4 | $663K | Sell |
9,280
-220
| -2% | -$16.1K | 0.11% | 209 |
|
|
2018
Q3 | $668K | Hold |
9,500
| – | – | 0.1% | 238 |
|
|
2018
Q2 | $648K | Sell |
9,500
-480
| -5% | -$31.3K | 0.1% | 235 |
|
|
2018
Q1 | $673K | Sell |
9,980
-1,737
| -15% | -$128K | 0.1% | 223 |
|
|
2017
Q4 | $950K | Hold |
11,717
| – | – | 0.14% | 194 |
|
|
2017
Q3 | $902K | Sell |
11,717
-572
| -5% | -$44.5K | 0.16% | 178 |
|
|
2017
Q2 | $942K | Sell |
12,289
-30
| -0.2% | -$2.36K | 0.17% | 173 |
|
|
2017
Q1 | $956K | Buy |
12,319
+475
| +4% | +$35.9K | 0.18% | 167 |
|
|
2016
Q4 | $907K | Sell |
11,844
-980
| -8% | -$72.2K | 0.18% | 164 |
|
|
2016
Q3 | $953K | Buy |
12,824
+160
| +1% | +$12.2K | 0.19% | 158 |
|
|
2016
Q2 | $987K | Sell |
12,664
-65
| -0.5% | -$4.72K | 0.2% | 151 |
|
|
2016
Q1 | $956K | Hold |
12,729
| – | – | 0.2% | 141 |
|
|
2015
Q4 | $861K | Sell |
12,729
-210
| -2% | -$14.5K | 0.19% | 152 |
|
|
2015
Q3 | $910K | Hold |
12,939
| – | – | 0.21% | 140 |
|
|
2015
Q2 | $865K | Buy |
12,939
+1,190
| +10% | +$83.7K | 0.18% | 153 |
|
|
2015
Q1 | $833K | Sell |
11,749
-220
| -2% | -$16.3K | 0.17% | 158 |
|
|
2014
Q4 | $921K | Buy |
+11,969
| New | +$866K | 0.19% | 145 |
|
Other funds holding D
Coastline Trust's D Position: Q2 2026 in Review
Coastline Trust held its Dominion Energy (D) position steady in Q2 2026 at 972 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #262.
Coastline Trust first reported a position in D in Q4 2014 and has held it in 40 quarters since. The position peaked at $987K in Q2 2016. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Coastline Trust held 972 shares of Dominion Energy worth $66.4K as of Q2 2026.
- Coastline Trust left its Dominion Energy share count unchanged in Q2 2026.
- Dominion Energy made up 0.01% of Coastline Trust's portfolio in Q2 2026, its #262 holding.
- Coastline Trust first reported a position in Dominion Energy in Q4 2014 and has held it in 40 quarters since.
- Coastline Trust's Dominion Energy position peaked at $987K in Q2 2016.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.