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Traphagen Investment Advisors’s Dominion Energy D Stock Holding History

Traphagen Investment 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 		$267K Buy
+3,912
New +$254K 0.02% 181
2025
Q4 		– Sell
-3,432
Closed -$210K – 200
2025
Q3 		$210K Buy
+3,432
New +$204K 0.02% 180

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Traphagen Investment Advisors's D Position: Q2 2026 in Review

Traphagen Investment Advisors opened a new position in Dominion Energy (D) in Q2 2026: 3,912 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in D as recently as Q3 2025.

Traphagen Investment Advisors first reported a position in D in Q3 2025 and has held it in 2 quarters since. 1,009 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Traphagen Investment Advisors held 3,912 shares of Dominion Energy worth $267K as of Q2 2026.
  • Dominion Energy was a new Traphagen Investment Advisors position in Q2 2026.
  • Dominion Energy made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Traphagen Investment Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,009 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.