FourThought Financial Partners’s Dominion Energy D Stock Holding History

FourThought Financial Partners’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 Q1	$475K	Sell	7,680 -2,021	-21%	-$125K	0.04%	190
2025 Q4	$568K	Buy	9,701 +705	+8%	+$42.5K	0.05%	192
2025 Q3	$550K	Buy	8,996 +2,035	+29%	+$121K	0.05%	181
2025 Q2	$393K	Sell	6,961 -350	-5%	-$19.2K	0.04%	211
2025 Q1	$410K	Buy	7,311 +600	+9%	+$33K	0.04%	206
2024 Q4	$361K	Buy	+6,711	New	+$383K	0.04%	226
2024 Q2	–	Sell	-6,485	Closed	-$319K	–	219
2024 Q1	$319K	Buy	6,485 +242	+4%	+$11.3K	0.04%	246
2023 Q4	$293K	Buy	6,243 +127	+2%	+$5.67K	0.04%	247
2023 Q3	$273K	Sell	6,116 -138	-2%	-$6.85K	0.04%	247
2023 Q2	$324K	Buy	6,254 +601	+11%	+$32.7K	0.04%	236
2023 Q1	$316K	Sell	5,653 -169	-3%	-$9.89K	0.04%	241
2022 Q4	$357K	Buy	+5,822	New	+$366K	0.05%	230

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

FourThought Financial Partners's D Position: Q1 2026 in Review

FourThought Financial Partners reduced its Dominion Energy (D) stake by 21% in Q1 2026, selling an estimated $125K and leaving 7,680 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #190.

FourThought Financial Partners first reported a position in D in Q4 2022 and has held it in 12 quarters since. The position peaked at $568K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

FourThought Financial Partners held 7,680 shares of Dominion Energy worth $475K as of Q1 2026.
FourThought Financial Partners sold 2,021 Dominion Energy shares in Q1 2026, an estimated $125K.
Dominion Energy made up 0.04% of FourThought Financial Partners's portfolio in Q1 2026, its #190 holding.
FourThought Financial Partners first reported a position in Dominion Energy in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Dominion Energy position peaked at $568K in Q4 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.