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Timothy G. Youngquist 2020 Irrevocable Trust’s Dominion Energy D Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-300
Closed -$18.5K – 216
2026
Q1 		$18.5K Buy
+300
New +$18.5K 0.01% 319

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's D Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Dominion Energy (D) in Q2 2026, closing a stake of 300 shares — an estimated $18.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $18.5K in Q1 2026. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 300 Dominion Energy shares in Q2 2026, an estimated $18.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Dominion Energy position peaked at $18.5K in Q1 2026.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.