Trivium Point Advisory’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
$829K Buy
12,142
+446
+4% +$29K 0.08% 205
2026
Q1
$723K Sell
11,696
-1,807
-13% -$112K 0.13% 158
2025
Q4
$791K Sell
13,503
-300
-2% -$18.1K 0.08% 198
2025
Q3
$844K Sell
13,803
-946
-6% -$56.2K 0.09% 196
2025
Q2
$834K Sell
14,749
-1,202
-8% -$65.9K 0.09% 200
2025
Q1
$894K Sell
15,951
-484
-3% -$26.6K 0.11% 179
2024
Q4
$885K Sell
16,435
-502
-3% -$28.6K 0.11% 180
2024
Q3
$958K Sell
16,937
-1,017
-6% -$55.6K 0.13% 171
2024
Q2
$880K Buy
17,954
+1,200
+7% +$61.1K 0.13% 167
2024
Q1
$824K Sell
16,754
-1,656
-9% -$77.4K 0.18% 125
2023
Q4
$865K Sell
18,410
-1,599
-8% -$71.4K 0.21% 117
2023
Q3
$850K Buy
20,009
+2,600
+15% +$129K 0.23% 116
2023
Q2
$902K Buy
17,409
+877
+5% +$47.7K 0.24% 119
2023
Q1
$924K Buy
16,532
+1,283
+8% +$75.1K 0.25% 119
2022
Q4
$943K Sell
15,249
-140
-0.9% -$8.79K 0.27% 115
2022
Q3
$1.01M Buy
15,389
+670
+5% +$54.1K 0.31% 105
2022
Q2
$1.18M Buy
14,719
+985
+7% +$81.3K 0.35% 97
2022
Q1
$1.21M Buy
13,734
+751
+6% +$60.3K 0.27% 117
2021
Q4
$1.02M Sell
12,983
-245
-2% -$18.4K 0.21% 125
2021
Q3
$977K Sell
13,228
-1,575
-11% -$120K 0.23% 124
2021
Q2
$1.09M Sell
14,803
-2,397
-14% -$185K 0.27% 119
2021
Q1
$1.31M Sell
17,200
-3,670
-18% -$267K 0.35% 103
2020
Q4
$1.52M Buy
20,870
+1,939
+10% +$154K 0.44% 84
2020
Q3
$1.49M Sell
18,931
-105
-0.6% -$8.25K 0.53% 69
2020
Q2
$1.4M Buy
19,036
+1,377
+8% +$110K 0.55% 64
2020
Q1
$1.38M Sell
17,659
-1,892
-10% -$154K 0.71% 54
2019
Q4
$1.62M Sell
19,551
-110
-0.6% -$8.99K 0.63% 68
2019
Q3
$1.6M Buy
19,661
+190
+1% +$14.7K 0.73% 62
2019
Q2
$1.5M Buy
19,471
+165
+0.9% +$12.6K 0.67% 69
2019
Q1
$1.48M Buy
19,306
+980
+5% +$71.6K 0.69% 64
2018
Q4
$1.31M Buy
+18,326
New +$1.34M 0.79% 61

Other funds holding D

Trivium Point Advisory's D Position: Q2 2026 in Review

Trivium Point Advisory increased its Dominion Energy (D) stake by 3.8% in Q2 2026, buying an estimated $29K and bringing the position to 12,142 shares worth $829K. The position accounts for 0.08% of the portfolio, ranked #205.

Trivium Point Advisory first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Trivium Point Advisory held 12,142 shares of Dominion Energy worth $829K as of Q2 2026.
  • Trivium Point Advisory bought 446 Dominion Energy shares in Q2 2026, an estimated $29K.
  • Dominion Energy made up 0.08% of Trivium Point Advisory's portfolio in Q2 2026, its #205 holding.
  • Trivium Point Advisory first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
  • Trivium Point Advisory's Dominion Energy position peaked at $1.62M in Q4 2019.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.