Turtle Creek Wealth Advisors’s Dominion Energy D Stock Holding History

Turtle Creek Wealth Advisors’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	$317K	Buy	4,648 +184	+4%	+$12K	0.02%	361
2026 Q1	$276K	Sell	4,464 -33	-0.7%	-$2.04K	0.02%	332
2025 Q4	$263K	Buy	4,497 +195	+5%	+$11.7K	0.02%	328
2025 Q3	$263K	Buy	+4,302	New	+$256K	0.02%	302
2024 Q1	–	Sell	-1,376	Closed	-$64.7K	–	343
2023 Q4	$64.7K	Buy	+1,376	New	+$61.4K	0.02%	246

Other funds holding D

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Turtle Creek Wealth Advisors's D Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Dominion Energy (D) stake by 4.1% in Q2 2026, buying an estimated $12K and bringing the position to 4,648 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #361.

Turtle Creek Wealth Advisors first reported a position in D in Q4 2023 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold D as of Q2 2026.

Turtle Creek Wealth Advisors held 4,648 shares of Dominion Energy worth $317K as of Q2 2026.
Turtle Creek Wealth Advisors bought 184 Dominion Energy shares in Q2 2026, an estimated $12K.
Dominion Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #361 holding.
Turtle Creek Wealth Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.