TRB Wealth Management’s Dominion Energy D Stock Holding History

TRB Wealth Management’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	$233K	Hold	3,413	–	–	0.03%	252
2026 Q1	$211K	Buy	+3,413	New	+$211K	0.03%	262

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRB Wealth Management's D Position: Q2 2026 in Review

TRB Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 3,413 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #252.

TRB Wealth Management first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

TRB Wealth Management held 3,413 shares of Dominion Energy worth $233K as of Q2 2026.
TRB Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #252 holding.
TRB Wealth Management first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.