Park Square Financial Group’s Dominion Energy D Stock Holding History

Park Square Financial Group’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
2025 Q3	–	Sell	-458	Closed	-$25.9K	–	418
2025 Q2	$25.9K	Sell	458 -5	-1%	-$274	0.02%	409
2025 Q1	$26K	Sell	463 -38	-8%	-$2.09K	0.02%	370
2024 Q4	$27K	Buy	+501	New	+$28.6K	0.02%	367

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Park Square Financial Group's D Position: Q3 2025 in Review

Park Square Financial Group sold out of Dominion Energy (D) in Q3 2025, closing a stake of 458 shares — an estimated $25.9K sold.

Park Square Financial Group first reported a position in D in Q4 2024 and held it in 3 quarters. The position peaked at $27K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Park Square Financial Group reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 458 Dominion Energy shares in Q3 2025, an estimated $25.9K.
Park Square Financial Group first reported a position in Dominion Energy in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Dominion Energy position peaked at $27K in Q4 2024.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.