TAR
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Trask Adam Roland’s Dominion Energy D Stock Holding History

Trask Adam Roland’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 		$30.9K Buy
+500
New +$30.9K 0.03% 125

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trask Adam Roland's D Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Dominion Energy (D) in Q1 2026: 500 shares worth $30.9K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings.

1,485 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Trask Adam Roland held 500 shares of Dominion Energy worth $30.9K as of Q1 2026.
  • Dominion Energy was a new Trask Adam Roland position in Q1 2026.
  • Dominion Energy made up 0.03% of Trask Adam Roland's portfolio in Q1 2026, its #125 holding.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.