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 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%	-$1.25K	﹤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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TFC Financial Management's D Position: Q1 2026 in Review

TFC Financial Management held its Dominion Energy (D) position steady in Q1 2026 at 14 shares worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #628.

TFC Financial Management first reported a position in D in Q3 2020 and has held it in 22 quarters since. The position peaked at $16K in Q3 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

TFC Financial Management held 14 shares of Dominion Energy worth $866 as of Q1 2026.
TFC Financial Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #628 holding.
TFC Financial Management first reported a position in Dominion Energy in Q3 2020 and has held it in 22 quarters since.
TFC Financial Management's Dominion Energy position peaked at $16K in Q3 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.