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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
Q2 		$501K Sell
7,289
-691
-9% -$44.9K 0.03% 311
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

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

Triad Wealth Partners's D Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dominion Energy (D) stake by 8.7% in Q2 2026, selling an estimated $44.9K and leaving 7,289 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #311.

Triad Wealth Partners first reported a position in D in Q2 2024 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Triad Wealth Partners held 7,289 shares of Dominion Energy worth $501K as of Q2 2026.
  • Triad Wealth Partners sold 691 Dominion Energy shares in Q2 2026, an estimated $44.9K.
  • Dominion Energy made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • Triad Wealth Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 7 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.