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 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

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

Tradewinds LLC's D Position: Q1 2026 in Review

Tradewinds LLC reduced its Dominion Energy (D) stake by 0.33% in Q1 2026, selling an estimated $4.01K and leaving 19,376 shares worth $1.24M. The position accounts for 0.4% of the portfolio, ranked #43.

Tradewinds LLC first reported a position in D in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Tradewinds LLC held 19,376 shares of Dominion Energy worth $1.24M as of Q1 2026.
Tradewinds LLC sold 65 Dominion Energy shares in Q1 2026, an estimated $4.01K.
Dominion Energy made up 0.4% of Tradewinds LLC's portfolio in Q1 2026, its #43 holding.
Tradewinds LLC first reported a position in Dominion Energy in Q4 2021 and has held it in 14 quarters since.
Tradewinds LLC's Dominion Energy position peaked at $1.37M in Q3 2025.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.