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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dominion Energy (D) in Q1 2026: 754 shares worth $46.6K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in D as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in D in Q2 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Twin Peaks Wealth Advisors held 754 shares of Dominion Energy worth $46.6K as of Q1 2026.
  • Dominion Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dominion Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #452 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dominion Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.