Trust Company’s Dominion Energy D Stock Holding History

Trust Company’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	$15.3K	Hold	252	–	–	﹤0.01%	411
2026 Q2	$17.2K	Hold	252	–	–	﹤0.01%	390
2026 Q1	$15.6K	Buy	252 +96	+62%	+$5.93K	﹤0.01%	400
2025 Q4	$9.14K	Buy	156 +6	+4%	+$361	﹤0.01%	440
2025 Q3	$9.18K	Hold	150	–	–	﹤0.01%	325
2025 Q2	$8.48K	Hold	150	–	–	﹤0.01%	330
2025 Q1	$8.41K	Hold	150	–	–	﹤0.01%	345
2024 Q4	$8.08K	Hold	150	–	–	﹤0.01%	327
2024 Q3	$8.67K	Hold	150	–	–	﹤0.01%	298
2024 Q2	$7.35K	Sell	150 -500	-77%	-$25.5K	﹤0.01%	290
2024 Q1	$32K	Hold	650	–	–	﹤0.01%	216
2023 Q4	$30.6K	Buy	650 +500	+333%	+$22.3K	﹤0.01%	205
2023 Q3	$6.7K	Hold	150	–	–	﹤0.01%	277
2023 Q2	$7.77K	Sell	150 -460	-75%	-$25K	﹤0.01%	281
2023 Q1	$34.1K	Hold	610	–	–	0.01%	202
2022 Q4	$37K	Hold	610	–	–	0.01%	197
2022 Q3	$42K	Buy	610 +150	+33%	+$12.1K	0.01%	189
2022 Q2	$37K	Hold	460	–	–	0.01%	203
2022 Q1	$39K	Buy	+460	New	+$36.9K	0.01%	211
2021 Q2	–	Sell	-383	Closed	-$29K	–	311
2021 Q1	$29K	Sell	383 -189	-33%	-$13.7K	0.02%	201
2020 Q4	$43K	Buy	572 +40	+8%	+$3.18K	0.03%	166
2020 Q3	$42K	Sell	532 -223	-30%	-$17.5K	0.04%	172
2020 Q2	$61K	Buy	755 +80	+12%	+$6.42K	0.06%	140
2020 Q1	$49K	Sell	675 -241	-26%	-$19.7K	0.05%	141
2019 Q4	$76K	Buy	916 +227	+33%	+$18.5K	0.07%	132
2019 Q3	$56K	Buy	689 +354	+106%	+$27.4K	0.05%	141
2019 Q2	$26K	Hold	335	–	–	0.02%	184
2019 Q1	$26K	Buy	335 +135	+68%	+$9.86K	0.02%	206
2018 Q4	$14K	Sell	200 -955	-83%	-$69.8K	0.01%	241
2018 Q3	$81K	Hold	1,155	–	–	0.04%	132
2018 Q2	$79K	Hold	1,155	–	–	0.04%	134
2018 Q1	$78K	Hold	1,155	–	–	0.03%	133
2017 Q4	$94K	Buy	1,155 +200	+21%	+$16.2K	0.04%	117
2017 Q3	$73K	Hold	955	–	–	0.04%	117
2017 Q2	$73K	Sell	955 -95	-9%	-$7.47K	0.03%	132
2017 Q1	$81K	Hold	1,050	–	–	0.04%	143
2016 Q4	$80K	Sell	1,050 -32	-3%	-$2.36K	0.04%	139
2016 Q3	$80K	Sell	1,082 -835	-44%	-$63.6K	0.04%	150
2016 Q2	$149K	Hold	1,917	–	–	0.06%	118
2016 Q1	$144K	Hold	1,917	–	–	0.07%	120
2015 Q4	$130K	Sell	1,917 -210	-10%	-$14.5K	0.06%	109
2015 Q3	$150K	Buy	2,127 +205	+11%	+$14.4K	0.09%	94
2015 Q2	$129K	Buy	+1,922	New	+$135K	0.08%	129

Other funds holding D

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Trust Company's D Position: Q3 2026 in Review

Trust Company held its Dominion Energy (D) position steady in Q3 2026 at 252 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Trust Company first reported a position in D in Q2 2015 and has held it in 43 quarters since. The position peaked at $150K in Q3 2015. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

Trust Company held 252 shares of Dominion Energy worth $15.3K as of Q3 2026.
Trust Company left its Dominion Energy share count unchanged in Q3 2026.
Dominion Energy made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #411 holding.
Trust Company first reported a position in Dominion Energy in Q2 2015 and has held it in 43 quarters since.
Trust Company's Dominion Energy position peaked at $150K in Q3 2015.
78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.