TrueMark Investments’s Dominion Energy D Stock Holding History

TrueMark Investments’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	–	Sell	-141,130	Closed	-$8.72M	–	193
2026 Q1	$8.72M	Buy	141,130 +8,373	+6%	+$517K	1.7%	22
2025 Q4	$7.78M	Buy	132,757 +9,471	+8%	+$571K	1.49%	26
2025 Q3	$7.54M	Buy	123,286 +37,006	+43%	+$2.2M	1.31%	25
2025 Q2	$4.88M	Buy	86,280 +5,874	+7%	+$322K	1.05%	35
2025 Q1	$4.51M	Buy	80,406 +8,765	+12%	+$482K	1.18%	33
2024 Q4	$3.86M	Buy	71,641 +6,050	+9%	+$345K	1.23%	34
2024 Q3	$3.79M	Buy	+65,591	New	+$3.58M	1.22%	29

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrueMark Investments's D Position: Q2 2026 in Review

TrueMark Investments sold out of Dominion Energy (D) in Q2 2026, closing a stake of 141,130 shares — an estimated $8.72M sold.

TrueMark Investments first reported a position in D in Q3 2024 and held it in 7 quarters. The position peaked at $8.72M in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

TrueMark Investments reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
TrueMark Investments sold 141,130 Dominion Energy shares in Q2 2026, an estimated $8.72M.
TrueMark Investments first reported a position in Dominion Energy in Q3 2024 and held it in 7 quarters.
TrueMark Investments's Dominion Energy position peaked at $8.72M in Q1 2026.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.