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TD Private Client Wealth’s Dominion Energy D Stock Holding History

TD Private Client Wealth’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
Q1 		$1.46M Buy
23,670
+652
+3% +$40.3K 0.03% 304
2025
Q4 		$1.35M Buy
23,018
+784
+4% +$47.2K 0.03% 311
2025
Q3 		$1.36M Buy
22,234
+7,588
+52% +$451K 0.03% 307
2025
Q2 		$828K Buy
14,646
+6,136
+72% +$336K 0.02% 394
2025
Q1 		$477K Buy
8,510
+352
+4% +$19.4K 0.01% 448
2024
Q4 		$439K Sell
8,158
-23,034
-74% -$1.31M 0.01% 463
2024
Q3 		$1.8M Sell
31,192
-20,000
-39% -$1.09M 0.05% 261
2024
Q2 		$2.51M Sell
51,192
-5,512
-10% -$281K 0.08% 192
2024
Q1 		$2.79M Sell
56,704
-8,711
-13% -$407K 0.09% 173
2023
Q4 		$3.07M Sell
65,415
-15,145
-19% -$676K 0.11% 152
2023
Q3 		$3.6M Sell
80,560
-5,943
-7% -$295K 0.16% 137
2023
Q2 		$4.48M Buy
86,503
+7,485
+9% +$407K 0.19% 117
2023
Q1 		$4.42M Buy
79,018
+7,185
+10% +$420K 0.2% 114
2022
Q4 		$4.4M Sell
71,833
-11,251
-14% -$707K 0.21% 109
2022
Q3 		$5.74M Buy
83,084
+8,493
+11% +$686K 0.29% 71
2022
Q2 		$5.95M Sell
74,591
-497
-0.7% -$41K 0.29% 73
2022
Q1 		$6.38M Buy
75,088
+9,499
+14% +$763K 0.27% 79
2021
Q4 		$5.15M Sell
65,589
-4,971
-7% -$374K 0.21% 103
2021
Q3 		$5.15M Buy
70,560
+10,759
+18% +$820K 0.22% 99
2021
Q2 		$4.4M Sell
59,801
-19,382
-24% -$1.5M 0.19% 122
2021
Q1 		$6.01M Buy
79,183
+6,147
+8% +$447K 0.28% 80
2020
Q4 		$5.49M Sell
73,036
-2,910
-4% -$231K 0.28% 82
2020
Q3 		$5.99M Sell
75,946
-30,675
-29% -$2.41M 0.34% 68
2020
Q2 		$8.66M Sell
106,621
-7,675
-7% -$616K 0.51% 42
2020
Q1 		$8.25M Sell
114,296
-7,677
-6% -$627K 0.59% 37
2019
Q4 		$10.1M Buy
+121,973
New +$9.97M 0.61% 38

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's D Position: Q1 2026 in Review

TD Private Client Wealth increased its Dominion Energy (D) stake by 2.8% in Q1 2026, buying an estimated $40.3K and bringing the position to 23,670 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #304.

TD Private Client Wealth first reported a position in D in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.1M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • TD Private Client Wealth held 23,670 shares of Dominion Energy worth $1.46M as of Q1 2026.
  • TD Private Client Wealth bought 652 Dominion Energy shares in Q1 2026, an estimated $40.3K.
  • Dominion Energy made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #304 holding.
  • TD Private Client Wealth first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Dominion Energy position peaked at $10.1M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.