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TFG Advisers’s Dominion Energy D Stock Holding History

TFG Advisers’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 		$568K Buy
10,058
+513
+5% +$28.1K 0.19% 125
2025
Q1 		$535K Sell
9,545
-91
-0.9% -$5K 0.19% 120
2024
Q4 		$519K Buy
9,636
+516
+6% +$29.4K 0.19% 127
2024
Q3 		$527K Sell
9,120
-307
-3% -$16.8K 0.19% 128
2024
Q2 		$462K Buy
9,427
+226
+2% +$11.5K 0.18% 129
2024
Q1 		$453K Sell
9,201
-475
-5% -$22.2K 0.18% 132
2023
Q4 		$455K Sell
9,676
-1,025
-10% -$45.8K 0.19% 124
2023
Q3 		$478K Sell
10,701
-2,327
-18% -$116K 0.22% 111
2023
Q2 		$675K Sell
13,028
-2,127
-14% -$116K 0.31% 87
2023
Q1 		$847K Sell
15,155
-1,083
-7% -$63.4K 0.41% 69
2022
Q4 		$996K Sell
16,238
-1,146
-7% -$72K 0.51% 59
2022
Q3 		$1.2M Buy
17,384
+169
+1% +$13.6K 0.67% 43
2022
Q2 		$1.37M Buy
17,215
+22
+0.1% +$1.82K 0.73% 36
2022
Q1 		$1.46M Sell
17,193
-107
-0.6% -$8.59K 0.67% 41
2021
Q4 		$1.36M Sell
17,300
-2,212
-11% -$166K 0.59% 45
2021
Q3 		$1.43M Sell
19,512
-1,187
-6% -$90.5K 0.69% 44
2021
Q2 		$1.52M Sell
20,699
-1,814
-8% -$140K 0.74% 42
2021
Q1 		$1.71M Sell
22,513
-3,139
-12% -$228K 0.88% 33
2020
Q4 		$1.93M Buy
25,652
+149
+0.6% +$11.8K 1.01% 28
2020
Q3 		$2.01M Sell
25,503
-97
-0.4% -$7.62K 1.16% 18
2020
Q2 		$2.08M Buy
25,600
+213
+0.8% +$17.1K 1.35% 15
2020
Q1 		$1.83M Buy
25,387
+922
+4% +$75.3K 1.45% 17
2019
Q4 		$2.03M Buy
24,465
+71
+0.3% +$5.8K 1.14% 23
2019
Q3 		$1.98M Buy
24,394
+591
+2% +$45.7K 1.31% 22
2019
Q2 		$1.84M Buy
23,803
+932
+4% +$71K 1.26% 24
2019
Q1 		$1.75M Buy
22,871
+1,905
+9% +$139K 1.26% 21
2018
Q4 		$1.5M Buy
+20,966
New +$1.53M 1.26% 23

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFG Advisers's D Position: Q2 2025 in Review

TFG Advisers increased its Dominion Energy (D) stake by 5.4% in Q2 2025, buying an estimated $28.1K and bringing the position to 10,058 shares worth $568K. The position accounts for 0.19% of the portfolio, ranked #125.

TFG Advisers first reported a position in D in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.08M in Q2 2020. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • TFG Advisers held 10,058 shares of Dominion Energy worth $568K as of Q2 2025.
  • TFG Advisers bought 513 Dominion Energy shares in Q2 2025, an estimated $28.1K.
  • Dominion Energy made up 0.19% of TFG Advisers's portfolio in Q2 2025, its #125 holding.
  • TFG Advisers first reported a position in Dominion Energy in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's Dominion Energy position peaked at $2.08M in Q2 2020.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.