TCA
D icon

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
Q2 		– Sell
-5,944
Closed -$367K – 828
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

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

Transcend Capital Advisors's D Position: Q2 2026 in Review

Transcend Capital Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,944 shares — an estimated $367K sold.

Transcend Capital Advisors first reported a position in D in Q3 2020 and held it in 12 quarters. The position peaked at $508K in Q1 2021. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Transcend Capital Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,944 Dominion Energy shares in Q2 2026, an estimated $367K.
  • Transcend Capital Advisors first reported a position in Dominion Energy in Q3 2020 and held it in 12 quarters.
  • Transcend Capital Advisors's Dominion Energy position peaked at $508K in Q1 2021.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.