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Texas Capital Bank Wealth Management Services’s Dominion Energy D Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$705K Buy
11,397
+6,969
+157% +$430K 0.04% 176
2025
Q4 		$259K Buy
+4,428
New +$267K 0.02% 278
2024
Q1 		– Sell
-10,965
Closed -$515K – 212
2023
Q4 		$515K Sell
10,965
-8,227
-43% -$367K 0.06% 112
2023
Q3 		$857K Buy
+19,192
New +$953K 0.11% 88

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

Texas Capital Bank Wealth Management Services's D Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Dominion Energy (D) stake by 157% in Q1 2026, buying an estimated $430K and bringing the position to 11,397 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #176.

Texas Capital Bank Wealth Management Services first reported a position in D in Q3 2023 and has held it in 4 quarters since. The position peaked at $857K in Q3 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 11,397 shares of Dominion Energy worth $705K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 6,969 Dominion Energy shares in Q1 2026, an estimated $430K.
  • Dominion Energy made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #176 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Dominion Energy in Q3 2023 and has held it in 4 quarters since.
  • Texas Capital Bank Wealth Management Services's Dominion Energy position peaked at $857K in Q3 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.