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Tandem Investment Partners’s Dominion Energy D Stock Holding History

Tandem Investment Partners’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 		$425K Buy
6,226
+125
+2% +$8.13K 0.33% 53
2026
Q1 		$377K Buy
6,101
+40
+0.7% +$2.47K 0.32% 57
2025
Q4 		$355K Sell
6,061
-1,205
-17% -$72.6K 0.3% 57
2025
Q3 		$444K Buy
+7,266
New +$432K 0.37% 53

Other funds holding D

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Tandem Investment Partners's D Position: Q2 2026 in Review

Tandem Investment Partners increased its Dominion Energy (D) stake by 2% in Q2 2026, buying an estimated $8.13K and bringing the position to 6,226 shares worth $425K. The position accounts for 0.33% of the portfolio, ranked #53.

Tandem Investment Partners first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Tandem Investment Partners held 6,226 shares of Dominion Energy worth $425K as of Q2 2026.
  • Tandem Investment Partners bought 125 Dominion Energy shares in Q2 2026, an estimated $8.13K.
  • Dominion Energy made up 0.33% of Tandem Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Tandem Investment Partners first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • Tandem Investment Partners's Dominion Energy position peaked at $444K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.