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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Sell
19,385
-110
-0.6% -$7.15K 0.41% 59
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

Tred Avon Family Wealth's D Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Dominion Energy (D) stake by 0.56% in Q2 2026, selling an estimated $7.15K and leaving 19,385 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #59.

Tred Avon Family Wealth first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Tred Avon Family Wealth held 19,385 shares of Dominion Energy worth $1.32M as of Q2 2026.
  • Tred Avon Family Wealth sold 110 Dominion Energy shares in Q2 2026, an estimated $7.15K.
  • Dominion Energy made up 0.41% of Tred Avon Family Wealth's portfolio in Q2 2026, its #59 holding.
  • Tred Avon Family Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.