Triangle Securities Wealth Management’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
$681K Buy
9,974
+1,181
+13% +$76.8K 0.14% 143
2026
Q1
$544K Sell
8,793
-318
-3% -$19.6K 0.12% 153
2025
Q4
$534K Buy
9,111
+1
+0% +$60 0.11% 155
2025
Q3
$557K Buy
9,110
+1,481
+19% +$88K 0.13% 149
2025
Q2
$431K Sell
7,629
-2,954
-28% -$162K 0.11% 158
2025
Q1
$593K Buy
10,583
+1,178
+13% +$64.8K 0.15% 140
2024
Q4
$507K Buy
9,405
+410
+5% +$23.4K 0.13% 148
2024
Q3
$520K Sell
8,995
-759
-8% -$41.5K 0.13% 148
2024
Q2
$478K Sell
9,754
-440
-4% -$22.4K 0.14% 150
2024
Q1
$501K Sell
10,194
-1,710
-14% -$79.9K 0.14% 141
2023
Q4
$559K Buy
11,904
+1
+0% +$45 0.17% 135
2023
Q3
$532K Sell
11,903
-204
-2% -$10.1K 0.19% 126
2023
Q2
$627K Sell
12,107
-12,497
-51% -$679K 0.22% 118
2023
Q1
$1.38M Sell
24,604
-401
-2% -$23.5K 0.49% 64
2022
Q4
$1.53M Sell
25,005
-2,268
-8% -$142K 0.56% 59
2022
Q3
$1.89M Buy
27,273
+620
+2% +$50K 0.77% 39
2022
Q2
$2.13M Buy
26,653
+51
+0.2% +$4.21K 0.83% 39
2022
Q1
$2.26M Buy
26,602
+310
+1% +$24.9K 0.76% 38
2021
Q4
$2.06M Buy
26,292
+238
+0.9% +$17.9K 0.65% 46
2021
Q3
$1.9M Buy
26,054
+150
+0.6% +$11.4K 0.65% 49
2021
Q2
$1.91M Sell
25,904
-71
-0.3% -$5.48K 0.64% 51
2021
Q1
$1.97M Buy
25,975
+6,723
+35% +$488K 0.71% 45
2020
Q4
$1.45M Sell
19,252
-634
-3% -$50.4K 0.57% 60
2020
Q3
$1.57M Sell
19,886
-353
-2% -$27.7K 0.71% 46
2020
Q2
$1.64M Buy
20,239
+1,222
+6% +$98K 0.79% 40
2020
Q1
$1.37M Buy
19,017
+1,323
+7% +$108K 0.79% 43
2019
Q4
$1.47M Buy
17,694
+87
+0.5% +$7.11K 0.63% 52
2019
Q3
$1.43M Sell
17,607
-68
-0.4% -$5.26K 0.7% 47
2019
Q2
$1.38M Sell
17,675
-135
-0.8% -$10.3K 0.7% 51
2019
Q1
$1.36M Buy
17,810
+324
+2% +$23.7K 0.72% 48
2018
Q4
$1.25M Sell
17,486
-340
-2% -$24.8K 0.74% 46
2018
Q3
$1.25M Sell
17,826
-137
-0.8% -$9.7K 0.67% 50
2018
Q2
$1.23M Sell
17,963
-5,065
-22% -$330K 0.68% 50
2018
Q1
$1.55M Buy
23,028
+3,983
+21% +$294K 0.89% 37
2017
Q4
$1.54M Sell
19,045
-246
-1% -$19.9K 0.88% 40
2017
Q3
$1.48M Buy
19,291
+445
+2% +$34.6K 0.88% 40
2017
Q2
$1.44M Buy
18,846
+1,405
+8% +$110K 0.95% 36
2017
Q1
$1.35M Sell
17,441
-150
-0.9% -$11.3K 0.86% 38
2016
Q4
$1.35M Buy
17,591
+650
+4% +$47.9K 0.9% 38
2016
Q3
$1.26M Buy
16,941
+823
+5% +$62.7K 0.87% 40
2016
Q2
$1.26M Sell
16,118
-340
-2% -$24.7K 0.94% 39
2016
Q1
$1.24M Sell
16,458
-1,679
-9% -$119K 0.81% 42
2015
Q4
$1.23M Buy
18,137
+1,905
+12% +$132K 0.82% 42
2015
Q3
$1.14M Sell
16,232
-645
-4% -$45.3K 0.86% 40
2015
Q2
$1.13M Sell
16,877
-710
-4% -$50K 0.8% 45
2015
Q1
$1.25M Sell
17,587
-535
-3% -$39.7K 0.86% 40
2014
Q4
$1.39M Sell
18,122
-330
-2% -$23.9K 0.99% 36
2014
Q3
$1.27M Hold
18,452
0.98% 37
2014
Q2
$1.32M Sell
18,452
-1,528
-8% -$107K 1.01% 31
2014
Q1
$1.16M Buy
19,980
+1,418
+8% +$96.8K 1.04% 35
2013
Q4
$1.2M Sell
18,562
-1,461
-7% -$94K 0.97% 34
2013
Q3
$1.25M Sell
20,023
-494
-2% -$29.3K 1.09% 31
2013
Q2
$1.17M Buy
+20,517
New +$1.2M 0.86% 36

Other funds holding D

Triangle Securities Wealth Management's D Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Dominion Energy (D) stake by 13% in Q2 2026, buying an estimated $76.8K and bringing the position to 9,974 shares worth $681K. The position accounts for 0.14% of the portfolio, ranked #143.

Triangle Securities Wealth Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.26M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Triangle Securities Wealth Management held 9,974 shares of Dominion Energy worth $681K as of Q2 2026.
  • Triangle Securities Wealth Management bought 1,181 Dominion Energy shares in Q2 2026, an estimated $76.8K.
  • Dominion Energy made up 0.14% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Triangle Securities Wealth Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's Dominion Energy position peaked at $2.26M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.