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Tradewinds LLC’s Dominion Energy D Stock Holding History

Tradewinds LLC’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 		$1.84M Buy
50,402
+31,026
+160% +$2.02M 0.41% 51
2026
Q1 		$1.24M Sell
19,376
-65
-0.3% -$4.01K 0.4% 43
2025
Q4 		$1.14M Sell
19,441
-2,888
-13% -$174K 0.27% 67
2025
Q3 		$1.37M Buy
+22,329
New +$1.33M 0.33% 60
2025
Q2 		– Sell
-22,229
Closed -$1.25M – 120
2025
Q1 		$1.25M Buy
22,229
+1
+0% +$55 0.35% 60
2024
Q4 		$1.23M Sell
22,228
-836
-4% -$47.7K 0.34% 57
2024
Q3 		$1.33M Buy
23,064
+1
+0% +$55 0.41% 52
2024
Q2 		$1.13M Buy
23,063
+13,582
+143% +$692K 0.35% 60
2024
Q1 		$466K Buy
+9,481
New +$443K 0.22% 38
2023
Q3 		$437K Hold
9,778
– – 0.26% 66
2023
Q2 		$506K Sell
9,778
-393
-4% -$21.4K 0.3% 56
2023
Q1 		$569K Buy
+10,171
New +$595K 0.34% 49
2022
Q4 		– Sell
-10,160
Closed -$702K – 143
2022
Q3 		$702K Buy
10,160
+64
+0.6% +$5.17K 0.51% 37
2022
Q2 		$806K Buy
+10,096
New +$834K 0.55% 37
2021
Q4 		$450K Buy
+9,578
New +$721K 0.53% 27

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

Tradewinds LLC's D Position: Q2 2026 in Review

Tradewinds LLC increased its Dominion Energy (D) stake by 160% in Q2 2026, buying an estimated $2.02M and bringing the position to 50,402 shares worth $1.84M. The position accounts for 0.41% of the portfolio, ranked #51.

Tradewinds LLC first reported a position in D in Q4 2021 and has held it in 15 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Tradewinds LLC held 50,402 shares of Dominion Energy worth $1.84M as of Q2 2026.
  • Tradewinds LLC bought 31,026 Dominion Energy shares in Q2 2026, an estimated $2.02M.
  • Dominion Energy made up 0.41% of Tradewinds LLC's portfolio in Q2 2026, its #51 holding.
  • Tradewinds LLC first reported a position in Dominion Energy in Q4 2021 and has held it in 15 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.