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TCV Trust & Wealth Management’s Dominion Energy D Stock Holding History

TCV Trust & Wealth Management’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 		$2.86M Sell
41,820
-2,796
-6% -$182K 0.22% 72
2026
Q1 		$2.76M Sell
44,616
-3,735
-8% -$231K 0.23% 71
2025
Q4 		$2.83M Sell
48,351
-501
-1% -$30.2K 0.23% 72
2025
Q3 		$2.99M Buy
48,852
+278
+0.6% +$16.5K 0.25% 71
2025
Q2 		$2.75M Sell
48,574
-11,589
-19% -$635K 0.24% 70
2025
Q1 		$3.37M Sell
60,163
-1,900
-3% -$105K 0.31% 67
2024
Q4 		$3.34M Buy
62,063
+724
+1% +$41.3K 0.31% 66
2024
Q3 		$3.54M Sell
61,339
-937
-2% -$51.2K 0.32% 67
2024
Q2 		$3.05M Sell
62,276
-2,484
-4% -$127K 0.29% 66
2024
Q1 		$3.19M Sell
64,760
-6,856
-10% -$320K 0.31% 67
2023
Q4 		$3.37M Sell
71,616
-1,692
-2% -$75.5K 0.34% 63
2023
Q3 		$3.27M Buy
73,308
+992
+1% +$49.3K 0.36% 64
2023
Q2 		$3.75M Buy
72,316
+133
+0.2% +$7.23K 0.4% 62
2023
Q1 		$4.04M Sell
72,183
-112,470
-61% -$6.58M 0.45% 59
2022
Q4 		$11.3M Sell
184,653
-7,848
-4% -$493K 1.29% 29
2022
Q3 		$13.3M Buy
192,501
+3,118
+2% +$252K 1.69% 17
2022
Q2 		$15.1M Buy
189,383
+10,369
+6% +$856K 1.81% 12
2022
Q1 		$15.2M Buy
179,014
+1,533
+0.9% +$123K 1.62% 17
2021
Q4 		$13.9M Sell
177,481
-9,751
-5% -$734K 1.39% 25
2021
Q3 		$13.7M Buy
187,232
+1,405
+0.8% +$107K 1.52% 20
2021
Q2 		$13.7M Buy
185,827
+1,210
+0.7% +$93.4K 1.49% 19
2021
Q1 		$14M Sell
184,617
-3,529
-2% -$256K 1.62% 18
2020
Q4 		$14.1M Buy
188,146
+22,845
+14% +$1.81M 1.72% 15
2020
Q3 		$13M Buy
165,301
+92
+0.1% +$7.23K 1.76% 14
2020
Q2 		$13.4M Sell
165,209
-2,822
-2% -$226K 1.9% 11
2020
Q1 		$12.1M Sell
168,031
-10,103
-6% -$825K 1.99% 13
2019
Q4 		$14.8M Sell
178,134
-3,044
-2% -$249K 1.79% 15
2019
Q3 		$14.7M Sell
181,178
-392
-0.2% -$30.3K 1.9% 13
2019
Q2 		$14M Buy
181,570
+911
+0.5% +$69.4K 1.82% 16
2019
Q1 		$13.8M Buy
180,659
+2,236
+1% +$163K 1.83% 15
2018
Q4 		$12.8M Buy
178,423
+48,004
+37% +$3.51M 1.87% 14
2018
Q3 		$9.16M Buy
130,419
+2,539
+2% +$180K 1.22% 33
2018
Q2 		$8.72M Buy
127,880
+2,044
+2% +$133K 1.22% 32
2018
Q1 		$8.48M Buy
125,836
+3,997
+3% +$295K 1.22% 34
2017
Q4 		$9.88M Buy
121,839
+8,872
+8% +$719K 1.38% 26
2017
Q3 		$8.69M Buy
112,967
+65,927
+140% +$5.13M 1.29% 29
2017
Q2 		$3.6M Buy
47,040
+469
+1% +$36.9K 0.54% 53
2017
Q1 		$3.61M Sell
46,571
-226
-0.5% -$17.1K 0.55% 54
2016
Q4 		$3.58M Buy
46,797
+64
+0.1% +$4.72K 0.58% 53
2016
Q3 		$3.47M Sell
46,733
-825
-2% -$62.9K 0.59% 54
2016
Q2 		$3.71M Buy
47,558
+2,734
+6% +$198K 0.64% 52
2016
Q1 		$3.37M Buy
44,824
+30
+0.1% +$2.12K 0.61% 57
2015
Q4 		$3.03M Buy
44,794
+2,528
+6% +$175K 0.54% 58
2015
Q3 		$2.98M Sell
42,266
-1,124
-3% -$79K 0.54% 57
2015
Q2 		$2.9M Sell
43,390
-4,158
-9% -$293K 0.48% 60
2015
Q1 		$3.37M Hold
47,548
– – 0.54% 57
2014
Q4 		$3.66M Buy
47,548
+393
+0.8% +$28.4K 0.6% 56
2014
Q3 		$3.26M Sell
47,155
-866
-2% -$59.8K 0.55% 61
2014
Q2 		$3.43M Buy
48,021
+1,070
+2% +$75.1K 0.56% 62
2014
Q1 		$3.33M Buy
46,951
+3,031
+7% +$207K 0.56% 63
2013
Q4 		$2.84M Buy
43,920
+1,132
+3% +$72.9K 0.49% 67
2013
Q3 		$2.67M Buy
42,788
+231
+0.5% +$13.7K 0.52% 64
2013
Q2 		$2.42M Buy
+42,557
New +$2.49M 0.49% 63

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

TCV Trust & Wealth Management's D Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Dominion Energy (D) stake by 6.3% in Q2 2026, selling an estimated $182K and leaving 41,820 shares worth $2.86M. The position accounts for 0.22% of the portfolio, ranked #72.

TCV Trust & Wealth Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q1 2022. 685 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • TCV Trust & Wealth Management held 41,820 shares of Dominion Energy worth $2.86M as of Q2 2026.
  • TCV Trust & Wealth Management sold 2,796 Dominion Energy shares in Q2 2026, an estimated $182K.
  • Dominion Energy made up 0.22% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #72 holding.
  • TCV Trust & Wealth Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Dominion Energy position peaked at $15.2M in Q1 2022.
  • 685 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.