TAFW
D icon

Tred Avon Family Wealth’s Dominion Energy D Stock Holding History

Tred Avon Family Wealth’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 		$1.21M Buy
19,495
+3,080
+19% +$190K 0.4% 61
2025
Q4 		$962K Sell
16,415
-458
-3% -$27.6K 0.31% 82
2025
Q3 		$1.03M Buy
+16,873
New +$1M 0.35% 70

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tred Avon Family Wealth's D Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Dominion Energy (D) stake by 19% in Q1 2026, buying an estimated $190K and bringing the position to 19,495 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #61.

Tred Avon Family Wealth first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Tred Avon Family Wealth held 19,495 shares of Dominion Energy worth $1.21M as of Q1 2026.
  • Tred Avon Family Wealth bought 3,080 Dominion Energy shares in Q1 2026, an estimated $190K.
  • Dominion Energy made up 0.4% of Tred Avon Family Wealth's portfolio in Q1 2026, its #61 holding.
  • Tred Avon Family Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.