Trifecta Capital Advisors’s Dominion Energy D Stock Holding History

Trifecta Capital Advisors’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 Q3	$66.6K	Hold	1,100	–	–	0.01%	168
2026 Q2	$75.1K	Hold	1,100	–	–	0.01%	170
2026 Q1	$68K	Hold	1,100	–	–	0.01%	166
2025 Q4	$64.4K	Sell	1,100 -26	-2%	-$1.57K	0.01%	161
2025 Q3	$68.9K	Buy	1,126 +100	+10%	+$5.94K	0.01%	162
2025 Q2	$58K	Buy	1,026 +26	+3%	+$1.42K	0.01%	170
2025 Q1	$56.1K	Hold	1,000	–	–	0.01%	136
2024 Q4	$53.9K	Hold	1,000	–	–	0.01%	134
2024 Q3	$57.8K	Hold	1,000	–	–	0.01%	132
2024 Q2	$49K	Hold	1,000	–	–	0.01%	144
2024 Q1	$49.2K	Hold	1,000	–	–	0.01%	140
2023 Q4	$47K	Sell	1,000 -34	-3%	-$1.52K	0.01%	137
2023 Q3	$46.2K	Buy	1,034 +34	+3%	+$1.69K	0.01%	140
2023 Q2	$51.8K	Hold	1,000	–	–	0.02%	140
2023 Q1	$55.9K	Sell	1,000 -20	-2%	-$1.17K	0.02%	136
2022 Q4	$62.5K	Buy	+1,020	New	+$64.1K	0.02%	119

Other funds holding D

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Trifecta Capital Advisors's D Position: Q3 2026 in Review

Trifecta Capital Advisors held its Dominion Energy (D) position steady in Q3 2026 at 1,100 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #168.

Trifecta Capital Advisors first reported a position in D in Q4 2022 and has held it in 16 quarters since. The position peaked at $75.1K in Q2 2026. 796 funds tracked by Wall St. Rank hold D as of Q3 2026.

Trifecta Capital Advisors held 1,100 shares of Dominion Energy worth $66.6K as of Q3 2026.
Trifecta Capital Advisors left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #168 holding.
Trifecta Capital Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Dominion Energy position peaked at $75.1K in Q2 2026.
796 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.