Triumph Capital Management
D icon

Triumph Capital Management’s Dominion Energy D Stock Holding History

Triumph Capital Management’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 		$450K Hold
7,440
– – 0.08% 236
2026
Q2 		$508K Sell
7,440
-125
-2% -$8.13K 0.09% 216
2026
Q1 		$468K Buy
7,565
+5
+0.1% +$309 0.1% 195
2025
Q4 		$443K Buy
+7,560
New +$455K 0.1% 190

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Triumph Capital Management's D Position: Q3 2026 in Review

Triumph Capital Management held its Dominion Energy (D) position steady in Q3 2026 at 7,440 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #236.

Triumph Capital Management first reported a position in D in Q4 2025 and has held it in 4 quarters since. The position peaked at $508K in Q2 2026. 870 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Triumph Capital Management held 7,440 shares of Dominion Energy worth $450K as of Q3 2026.
  • Triumph Capital Management left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up 0.08% of Triumph Capital Management's portfolio in Q3 2026, its #236 holding.
  • Triumph Capital Management first reported a position in Dominion Energy in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Dominion Energy position peaked at $508K in Q2 2026.
  • 870 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.