Twin Peaks Wealth Advisors’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
Sell
-754
Closed -$46.6K 705
2026
Q1
$46.6K Buy
+754
New +$46.6K 0.01% 452
2025
Q3
Sell
-522
Closed -$32K 631
2025
Q2
$32K Buy
+522
New +$28.6K 0.01% 453

Other funds holding D

Twin Peaks Wealth Advisors's D Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 754 shares — an estimated $46.6K sold.

Twin Peaks Wealth Advisors first reported a position in D in Q2 2025 and held it in 2 quarters. The position peaked at $46.6K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 754 Dominion Energy shares in Q2 2026, an estimated $46.6K.
  • Twin Peaks Wealth Advisors first reported a position in Dominion Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dominion Energy position peaked at $46.6K in Q1 2026.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.