TCA
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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
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% +$5.95K 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

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

Trifecta Capital Advisors's D Position: Q2 2026 in Review

Trifecta Capital Advisors held its Dominion Energy (D) position steady in Q2 2026 at 1,100 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #170.

Trifecta Capital Advisors first reported a position in D in Q4 2022 and has held it in 15 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Trifecta Capital Advisors held 1,100 shares of Dominion Energy worth $75.1K as of Q2 2026.
  • Trifecta Capital Advisors left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #170 holding.
  • Trifecta Capital Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.