TPI
D icon

Trust Point Inc’s Dominion Energy D Stock Holding History

Trust Point Inc’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 		$293K Sell
4,285
-465
-10% -$30.2K 0.02% 343
2026
Q1 		$294K Buy
4,750
+160
+3% +$9.88K 0.03% 393
2025
Q4 		$269K Buy
4,590
+27
+0.6% +$1.63K 0.02% 396
2025
Q3 		$279K Buy
4,563
+552
+14% +$32.8K 0.02% 378
2025
Q2 		$227K Sell
4,011
-351
-8% -$19.2K 0.02% 359
2025
Q1 		$245K Sell
4,362
-1,611
-27% -$88.6K 0.02% 394
2024
Q4 		$322K Sell
5,973
-565
-9% -$32.2K 0.02% 405
2024
Q3 		$378K Sell
6,538
-231
-3% -$12.6K 0.03% 337
2024
Q2 		$332K Sell
6,769
-943
-12% -$48K 0.03% 350
2024
Q1 		$379K Sell
7,712
-2,863
-27% -$134K 0.03% 343
2023
Q4 		$497K Buy
+10,575
New +$472K 0.04% 275

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

Trust Point Inc's D Position: Q2 2026 in Review

Trust Point Inc reduced its Dominion Energy (D) stake by 9.8% in Q2 2026, selling an estimated $30.2K and leaving 4,285 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #343.

Trust Point Inc first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $497K in Q4 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Trust Point Inc held 4,285 shares of Dominion Energy worth $293K as of Q2 2026.
  • Trust Point Inc sold 465 Dominion Energy shares in Q2 2026, an estimated $30.2K.
  • Dominion Energy made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #343 holding.
  • Trust Point Inc first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Dominion Energy position peaked at $497K in Q4 2023.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.