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Tidemark’s Dominion Energy D Stock Holding History

Tidemark’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
Q2 		$2.73K Hold
40
– – ﹤0.01% 664
2026
Q1 		$2.47K Buy
40
+7
+21% +$432 ﹤0.01% 637
2025
Q4 		$1.93K Hold
33
– – ﹤0.01% 580
2025
Q3 		$2.02K Hold
33
– – ﹤0.01% 596
2025
Q2 		$1.86K Hold
33
– – ﹤0.01% 605
2025
Q1 		$1.85K Hold
33
– – ﹤0.01% 621
2024
Q4 		$1.78K Hold
33
– – ﹤0.01% 596
2024
Q3 		$1.91K Hold
33
– – ﹤0.01% 557
2024
Q2 		$1.62K Hold
33
– – ﹤0.01% 541
2024
Q1 		$1.62K Buy
+33
New +$1.54K ﹤0.01% 613

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tidemark's D Position: Q2 2026 in Review

Tidemark held its Dominion Energy (D) position steady in Q2 2026 at 40 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Tidemark first reported a position in D in Q1 2024 and has held it in 10 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Tidemark held 40 shares of Dominion Energy worth $2.73K as of Q2 2026.
  • Tidemark left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #664 holding.
  • Tidemark first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.