Tompkins Financial’s Dominion Energy D Stock Holding History

Tompkins Financial’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	$271K	Hold	3,970	–	–	0.02%	174
2026 Q1	$245K	Hold	3,970	–	–	0.02%	183
2025 Q4	$233K	Hold	3,970	–	–	0.02%	183
2025 Q3	$243K	Hold	3,970	–	–	0.02%	173
2025 Q2	$224K	Sell	3,970 -400	-9%	-$21.9K	0.02%	176
2025 Q1	$245K	Hold	4,370	–	–	0.02%	167
2024 Q4	$235K	Buy	4,370 +560	+15%	+$31.9K	0.02%	167
2024 Q3	$220K	Buy	3,810 +90	+2%	+$4.92K	0.02%	185
2024 Q2	$182K	Hold	3,720	–	–	0.02%	211
2024 Q1	$183K	Buy	3,720 +100	+3%	+$4.67K	0.02%	209
2023 Q4	$170K	Hold	3,620	–	–	0.02%	212
2023 Q3	$162K	Hold	3,620	–	–	0.03%	191
2023 Q2	$187K	Buy	3,620 +300	+9%	+$16.3K	0.03%	184
2023 Q1	$186K	Sell	3,320 -1,634	-33%	-$95.6K	0.03%	186
2022 Q4	$304K	Buy	4,954 +1,100	+29%	+$69.1K	0.05%	145
2022 Q3	$266K	Hold	3,854	–	–	0.04%	149
2022 Q2	$308K	Sell	3,854 -1,100	-22%	-$90.8K	0.05%	144
2022 Q1	$421K	Buy	4,954 +2,654	+115%	+$213K	0.06%	137
2021 Q4	$181K	Sell	2,300 -27	-1%	-$2.03K	0.03%	141
2021 Q3	$170K	Buy	+2,327	New	+$177K	0.03%	141
2021 Q1	$182K	Sell	2,402 -197	-8%	-$14.3K	0.03%	139
2020 Q4	$195K	Sell	2,599 -1,893	-42%	-$150K	0.04%	129
2020 Q3	$355K	Buy	4,492 +75	+2%	+$5.89K	0.07%	116
2020 Q2	$359K	Sell	4,417 -495	-10%	-$39.7K	0.08%	113
2020 Q1	$355K	Hold	4,912	–	–	0.08%	109
2019 Q4	$407K	Buy	4,912 +1,010	+26%	+$82.5K	0.07%	122
2019 Q3	$316K	Hold	3,902	–	–	0.06%	136
2019 Q2	$302K	Sell	3,902 -630	-14%	-$48K	0.06%	138
2019 Q1	$347K	Sell	4,532 -630	-12%	-$46K	0.07%	130
2018 Q4	$369K	Hold	5,162	–	–	0.08%	126
2018 Q3	$363K	Sell	5,162 -207	-4%	-$14.7K	0.07%	138
2018 Q2	$366K	Buy	5,369 +17	+0.3%	+$1.11K	0.08%	135
2018 Q1	$361K	Buy	5,352 +1,214	+29%	+$89.6K	0.08%	136
2017 Q4	$335K	Buy	4,138 +197	+5%	+$16K	0.08%	137
2017 Q3	$303K	Hold	3,941	–	–	0.07%	139
2017 Q2	$302K	Sell	3,941 -186	-5%	-$14.6K	0.08%	133
2017 Q1	$320K	Sell	4,127 -404	-9%	-$30.6K	0.08%	122
2016 Q4	$347K	Sell	4,531 -154	-3%	-$11.3K	0.09%	119
2016 Q3	$348K	Sell	4,685 -24,943	-84%	-$1.9M	0.1%	114
2016 Q2	$2.31M	Buy	29,628 +1,938	+7%	+$141K	0.68%	41
2016 Q1	$2.08M	Buy	27,690 +23,924	+635%	+$1.69M	0.66%	47
2015 Q4	$255K	Sell	3,766 -104	-3%	-$7.18K	0.08%	149
2015 Q3	$272K	Hold	3,870	–	–	0.09%	141
2015 Q2	$259K	Hold	3,870	–	–	0.07%	147
2015 Q1	$274K	Hold	3,870	–	–	0.07%	145
2014 Q4	$298K	Hold	3,870	–	–	0.07%	141
2014 Q3	$267K	Hold	3,870	–	–	0.07%	144
2014 Q2	$277K	Hold	3,870	–	–	0.07%	145
2014 Q1	$275K	Hold	3,870	–	–	0.07%	141
2013 Q4	$250K	Hold	3,870	–	–	0.06%	142
2013 Q3	$242K	Hold	3,870	–	–	0.07%	141
2013 Q2	$220K	Buy	+3,870	New	+$227K	0.07%	148

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tompkins Financial's D Position: Q2 2026 in Review

Tompkins Financial held its Dominion Energy (D) position steady in Q2 2026 at 3,970 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #174.

Tompkins Financial first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.31M in Q2 2016. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Tompkins Financial held 3,970 shares of Dominion Energy worth $271K as of Q2 2026.
Tompkins Financial left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Tompkins Financial's portfolio in Q2 2026, its #174 holding.
Tompkins Financial first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Tompkins Financial's Dominion Energy position peaked at $2.31M in Q2 2016.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.