TD Capital Management’s Dominion Energy D Stock Holding History

TD Capital 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
2025 Q2	–	Sell	-21	Closed	-$1.18K	–	723
2025 Q1	$1.18K	Buy	+21	New	+$1.16K	﹤0.01%	540
2020 Q1	–	Sell	-518	Closed	-$43K	–	251
2019 Q4	$43K	Hold	518	–	–	0.01%	122
2019 Q3	$42K	Hold	518	–	–	0.01%	123
2019 Q2	$40K	Buy	+518	New	+$39.5K	0.01%	112
2017 Q4	–	Sell	-39	Closed	-$3K	–	196
2017 Q3	$3K	Buy	+39	New	+$3.03K	﹤0.01%	207
2013 Q3	–	Sell	-235	Closed	-$13K	–	185
2013 Q2	$13K	Buy	+235	New	+$13.8K	﹤0.01%	160

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Capital Management's D Position: Q2 2025 in Review

TD Capital Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 21 shares — an estimated $1.18K sold.

TD Capital Management first reported a position in D in Q2 2013 and held it in 6 quarters. The position peaked at $43K in Q4 2019. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

TD Capital Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
TD Capital Management sold 21 Dominion Energy shares in Q2 2025, an estimated $1.18K.
TD Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 6 quarters.
TD Capital Management's Dominion Energy position peaked at $43K in Q4 2019.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.