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 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%	+$5.95K	0.01%	162
2025 Q2	$58K	Buy	1,026 +26	+3%	+$1.43K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trifecta Capital Advisors's D Position: Q1 2026 in Review

Trifecta Capital Advisors held its Dominion Energy (D) position steady in Q1 2026 at 1,100 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #166.

Trifecta Capital Advisors first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $68.9K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Trifecta Capital Advisors held 1,100 shares of Dominion Energy worth $68K as of Q1 2026.
Trifecta Capital Advisors left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #166 holding.
Trifecta Capital Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Dominion Energy position peaked at $68.9K in Q3 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.