TFC Financial Management
D icon

TFC Financial Management’s Dominion Energy D Stock Holding History

TFC Financial 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
Q3 		$1.64K Hold
27
– – ﹤0.01% 602
2026
Q2 		$1.84K Buy
27
+13
+93% +$845 ﹤0.01% 578
2026
Q1 		$866 Hold
14
– – ﹤0.01% 628
2025
Q4 		$821 Hold
14
– – ﹤0.01% 629
2025
Q3 		$857 Buy
14
+1
+8% +$59 ﹤0.01% 641
2025
Q2 		$735 Hold
13
– – ﹤0.01% 614
2025
Q1 		$729 Hold
13
– – ﹤0.01% 596
2024
Q4 		$701 Sell
13
-22
-63% -$1.26K ﹤0.01% 607
2024
Q3 		$2.02K Buy
35
+22
+169% +$1.2K ﹤0.01% 501
2024
Q2 		$637 Buy
+13
New +$662 ﹤0.01% 605
2024
Q1 		– Sell
-11
Closed -$517 – 906
2023
Q4 		$517 Sell
11
-50
-82% -$2.23K ﹤0.01% 586
2023
Q3 		$2.74K Buy
61
+23
+61% +$1.14K ﹤0.01% 434
2023
Q2 		$1.99K Sell
38
-2
-5% -$109 ﹤0.01% 443
2023
Q1 		$2.26K Buy
40
+20
+100% +$1.17K ﹤0.01% 452
2022
Q4 		$1.25K Sell
20
-32
-62% -$2.01K ﹤0.01% 438
2022
Q3 		$4K Hold
52
– – ﹤0.01% 355
2022
Q2 		$4K Hold
52
– – ﹤0.01% 346
2022
Q1 		$4K Hold
52
– – ﹤0.01% 359
2021
Q4 		$4K Sell
52
-166
-76% -$12.5K ﹤0.01% 404
2021
Q3 		$16K Buy
218
+166
+319% +$12.7K 0.01% 292
2021
Q2 		$4K Buy
52
+16
+44% +$1.24K ﹤0.01% 387
2021
Q1 		$3K Hold
36
– – ﹤0.01% 391
2020
Q4 		$3K Hold
36
– – ﹤0.01% 387
2020
Q3 		$3K Buy
+36
New +$2.83K ﹤0.01% 365

Other funds holding D

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

TFC Financial Management's D Position: Q3 2026 in Review

TFC Financial Management held its Dominion Energy (D) position steady in Q3 2026 at 27 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

TFC Financial Management first reported a position in D in Q3 2020 and has held it in 24 quarters since. The position peaked at $16K in Q3 2021. 790 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • TFC Financial Management held 27 shares of Dominion Energy worth $1.64K as of Q3 2026.
  • TFC Financial Management left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #602 holding.
  • TFC Financial Management first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Dominion Energy position peaked at $16K in Q3 2021.
  • 790 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.