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Triad Wealth Partners’s Dominion Energy D Stock Holding History

Triad Wealth Partners’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 		$493K Buy
7,980
+909
+13% +$56.1K 0.04% 277
2025
Q4 		$414K Buy
7,071
+522
+8% +$31.4K 0.04% 307
2025
Q3 		$401K Buy
6,549
+863
+15% +$51.3K 0.05% 237
2025
Q2 		$321K Buy
5,686
+656
+13% +$35.9K 0.06% 206
2025
Q1 		$282K Buy
+5,030
New +$277K 0.09% 171
2024
Q3 		– Sell
-664
Closed -$32.5K – 243
2024
Q2 		$32.5K Buy
+664
New +$33.8K 0.02% 282

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 $298B AUM 21.96% 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

Triad Wealth Partners's D Position: Q1 2026 in Review

Triad Wealth Partners increased its Dominion Energy (D) stake by 13% in Q1 2026, buying an estimated $56.1K and bringing the position to 7,980 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #277.

Triad Wealth Partners first reported a position in D in Q2 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Triad Wealth Partners held 7,980 shares of Dominion Energy worth $493K as of Q1 2026.
  • Triad Wealth Partners bought 909 Dominion Energy shares in Q1 2026, an estimated $56.1K.
  • Dominion Energy made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #277 holding.
  • Triad Wealth Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.