Transcend Capital Advisors’s Dominion Energy D Stock Holding History

Transcend Capital Advisors’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	$367K	Sell	5,944 -252	-4%	-$15.6K	0.03%	481
2025 Q4	$363K	Sell	6,196 -758	-11%	-$45.7K	0.03%	461
2025 Q3	$425K	Buy	6,954 +1,042	+18%	+$61.9K	0.03%	416
2025 Q2	$334K	Buy	+5,912	New	+$324K	0.03%	431
2022 Q3	–	Sell	-5,128	Closed	-$409K	–	494
2022 Q2	$409K	Sell	5,128 -45	-0.9%	-$3.72K	0.04%	318
2022 Q1	$440K	Buy	5,173 +234	+5%	+$18.8K	0.04%	333
2021 Q4	$388K	Buy	4,939 +413	+9%	+$31.1K	0.03%	343
2021 Q3	$347K	Sell	4,526 -2,328	-34%	-$178K	0.03%	350
2021 Q2	$504K	Buy	6,854 +169	+3%	+$13K	0.07%	208
2021 Q1	$508K	Buy	6,685 +189	+3%	+$13.7K	0.06%	243
2020 Q4	$488K	Buy	6,496 +1,181	+22%	+$93.8K	0.06%	236
2020 Q3	$419K	Buy	+5,315	New	+$418K	0.08%	188

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

Transcend Capital Advisors's D Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Dominion Energy (D) stake by 4.1% in Q1 2026, selling an estimated $15.6K and leaving 5,944 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #481.

Transcend Capital Advisors first reported a position in D in Q3 2020 and has held it in 12 quarters since. The position peaked at $508K in Q1 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Transcend Capital Advisors held 5,944 shares of Dominion Energy worth $367K as of Q1 2026.
Transcend Capital Advisors sold 252 Dominion Energy shares in Q1 2026, an estimated $15.6K.
Dominion Energy made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #481 holding.
Transcend Capital Advisors first reported a position in Dominion Energy in Q3 2020 and has held it in 12 quarters since.
Transcend Capital Advisors's Dominion Energy position peaked at $508K in Q1 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.