Fourpath Capital Management’s Dominion Energy D Stock Holding History

Fourpath Capital Management’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
2024 Q4	–	Sell	-8,083	Closed	-$467K	–	363
2024 Q3	$467K	Sell	8,083 -7,363	-48%	-$402K	0.09%	149
2024 Q2	$757K	Sell	15,446 -2,392	-13%	-$122K	0.56%	40
2024 Q1	$877K	Sell	17,838 -391	-2%	-$18.3K	0.61%	33
2023 Q4	$857K	Sell	18,229 -665	-4%	-$29.7K	0.58%	33
2023 Q3	$844K	Buy	18,894 +1,554	+9%	+$77.2K	0.63%	32
2023 Q2	$898K	Buy	17,340 +1,896	+12%	+$103K	1.08%	26
2023 Q1	$863K	Hold	15,444	–	–	0.6%	34
2022 Q4	$947K	Hold	15,444	–	–	0.69%	36
2022 Q3	$1.07M	Buy	15,444 +1,626	+12%	+$131K	0.73%	31
2022 Q2	$1.1M	Buy	13,818 +237	+2%	+$19.6K	0.69%	31
2022 Q1	$1.15M	Buy	13,581 +1,917	+16%	+$154K	0.46%	40
2021 Q4	$916K	Buy	+11,664	New	+$878K	0.35%	51

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fourpath Capital Management's D Position: Q4 2024 in Review

Fourpath Capital Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 8,083 shares — an estimated $467K sold.

Fourpath Capital Management first reported a position in D in Q4 2021 and held it in 12 quarters. The position peaked at $1.15M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

Fourpath Capital Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
Fourpath Capital Management sold 8,083 Dominion Energy shares in Q4 2024, an estimated $467K.
Fourpath Capital Management first reported a position in Dominion Energy in Q4 2021 and held it in 12 quarters.
Fourpath Capital Management's Dominion Energy position peaked at $1.15M in Q1 2022.
1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.